Nonprofit · EIN 74-2592278
PUBLIC INVESTORS ADVOCATE BAR ASSOC INC
Tax-exempt · NORMAN, OK 73072
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $786,393 | $728,234 | $58,159 | $481,946 | $7,305 | $474,641 |
| March 31, 2025 | 990 | $836,091 | $683,688 | $152,403 | $419,336 | $28,647 | $390,689 |
| March 31, 2024 | 990 | $855,905 | $932,561 | -$76,656 | $278,192 | $39,906 | $238,286 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $251,117
- Membership dues
- $174,117
- Program service revenue
- $515,176
- Investment income
- $11,380
- Other revenue
- $8,720
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $202,841
- Other salaries and wages
- $26,766
- Salaries, compensation and benefits (total)
- $256,562
- Professional fundraising fees
- $0
- Legal fees
- $1,615
- Accounting fees
- $6,998
- Depreciation
- $15,900
- Program services (functional)
- $490,461
- Management and general (functional)
- $237,773
Balance sheet and other
- Total assets, start of year
- $419,336
- Total assets, end of year
- $481,946
- Total liabilities, end of year
- $7,305
- Net assets, end of year
- $474,641
- Gross receipts
- $786,393
- Employees
- 0
- Year formed
- 1990
- State of legal domicile
- OK
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jennifer Shaw | Executive Director | 45 | $188,500 | $16,200 |
| Lance McCardle | Treasurer Trustee or director | 3 | $0 | $0 |
| Courtney Werning | Vice President Trustee or director | 15 | $0 | $0 |
| Joshua Kons | Director Trustee or director | 3 | $0 | $0 |
| Richard Lewins | Director Trustee or director | 3 | $0 | $0 |
| W Scott Greco | Director Trustee or director | 3 | $0 | $0 |
| Craig Kuglar | Director Trustee or director | 3 | $0 | $0 |
| Jason Kane | Director Trustee or director | 3 | $0 | $0 |
| William Young | Director Trustee or director | 3 | $0 | $0 |
| Melinda Steuer | Director Trustee or director | 3 | $0 | $0 |
| Scott Silver | Director Trustee or director | 3 | $0 | $0 |
| Jon Furgison | Director Trustee or director | 3 | $0 | $0 |
| August Iorio | Secretary Trustee or director | 3 | $0 | $0 |
| Adam Gana | Director Officer | 15 | $0 | $0 |
| Michael Bixby | President Officer | 15 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joe Wojciechowski | Vice President Officer | 15 | $0 |
990 for the year ended March 31, 2025: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER SHAW | EXECUTIVE DIRECTOR Key employee | 40 | $156,667 |
| ADAM GANA | PRESIDENT Institutional trustee | 22 | $0 |
| MICHAEL BIXBY | EVP/PRESIDENT-ELECT Institutional trustee | 9 | $0 |
| JOSEPH WOJCIECHOWSKI | VP Institutional trustee | 10 | $0 |
| COURTNEY WERNING | SECRETARY Institutional trustee | 3 | $0 |
| LANCE MCCARDLE | TREASURER Institutional trustee | 8 | $0 |
| JOSEPH PEIFFER | DIRECTOR Trustee or director | 5 | $0 |
| BENJAMIN EDWARDS | DIRECTOR Trustee or director | 4 | $0 |
| SCOTT GRECO | DIRECTOR Trustee or director | 1.5 | $0 |
| AUGUST IORIO | DIRECTOR Trustee or director | 4 | $0 |
| JOSHUA KONS | DIRECTOR Trustee or director | 4 | $0 |
| RICHARD LEWINS | DIRECTOR Trustee or director | 2 | $0 |
| SCOTT SILVER | DIRECTOR Trustee or director | 4 | $0 |
| MELINDA STEUER | DIRECTOR Trustee or director | 5 | $0 |
| WILLIAM YOUNG | DIRECTOR Trustee or director | 5 | $0 |
| JONATHAN KURTA | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended March 31, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jennifer Shaw | Executive Director | 40 | $145,000 |
| Melanie Cherdack | Director Trustee or director | 5 | $0 |
| Samuel Edwards | Director Trustee or director | 5 | $0 |
| Benjamin Edwards | Director Trustee or director | 5 | $0 |
| W Scott Greco | Director Trustee or director | 1.5 | $0 |
| Jonathan Kurta | Director Trustee or director | 5 | $0 |
| Lance McCardle | Director Trustee or director | 2 | $0 |
| David Neuman | Director Trustee or director | 4 | $0 |
| Melinda Steuer | Director Trustee or director | 5 | $0 |
| William Young Jr | Director Trustee or director | 5 | $0 |
| Joseph Peiffer | President Officer | 5 | $0 |
| Adam Gana | Vice President Officer | 15 | $0 |
| Michael Bixby | Vice President Officer | 4.5 | $0 |
| Courtney Werning | Secretary Officer | 3 | $0 |
| Joseph Wojciechowski | Treasurer Officer | 8 | $0 |
| Hugh Berkson | Director Officer | 7 | $0 |
Address and contacts
- Address (IRS master file)
- 1300 MCGEE DR STE 112, NORMAN, OK 73072-5858
- In care of
- % DARLENE PASIECZNY
- Signed the 990
- Lance McCardle, Treasurer
- Phone
- (405) 300-8909
- Website
- WWW.PIABA.ORG
- Return prepared by
- Alexander Accounting Services PLLC
Mission
TO PROMOTE INTERESTS OF THE PUBLIC INVESTOR IN SECURITIES AND ARBITRATION BY PROTECTING PUBLIC INVESTORS FROM ABUSES IN THE ARBITRATION PROCESS.
Program accomplishments
- PIABA MEETINGS PROVIDE ASSOCIATION MEMEBERS THE OPPORTUNITY TO REVIEW, DISCUSS AND LEARN HOW CHANGES IN THE SECURITIES MARKETS, FEDERAL AND STATE LEGISLATIVE CHANGES, COURT RULINGS, AND SRO RULE CHANGES IMPACT PUBLIC INVESTORS AND PIABA MEMBERS IN THEIR REPRESENTATION OF INVESTORS.Expenses $490,461 · revenue $504,079
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 74-2592278
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1996
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $481,946
- Income (IRS master file)
- $786,393
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $786,393 | $728,234 | $481,946 | XML |
| 990 | March 2025 | $836,091 | $683,688 | $419,336 | XML |
| 990 | March 2024 | $855,905 | $932,561 | $278,192 | XML |
| 990 | March 2023 | $674,009 | $773,596 | $338,140 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-2592278).
Questions about PUBLIC INVESTORS ADVOCATE BAR ASSOC INC
- What is the EIN of PUBLIC INVESTORS ADVOCATE BAR ASSOC INC?
- The employer identification number (EIN) of PUBLIC INVESTORS ADVOCATE BAR ASSOC INC is 74-2592278.
- Is PUBLIC INVESTORS ADVOCATE BAR ASSOC INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1996.
- Are donations to PUBLIC INVESTORS ADVOCATE BAR ASSOC INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PUBLIC INVESTORS ADVOCATE BAR ASSOC INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PUBLIC INVESTORS ADVOCATE BAR ASSOC INC due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PUBLIC INVESTORS ADVOCATE BAR ASSOC INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who are the officers and directors of PUBLIC INVESTORS ADVOCATE BAR ASSOC INC?
- The 990 for the year ended March 31, 2026 lists 16 people; 1 received compensation from the organization, the highest $188,500 (Jennifer Shaw, Executive Director).
- How much revenue does PUBLIC INVESTORS ADVOCATE BAR ASSOC INC have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $786,393, expenses of $728,234 and total assets of $481,946 at year end.
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