2024-03-14T14:06:26-05:00 2023-04-30 FORVIS LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 752542961 990 2022-05-01 730380620 Oklahoma Bankers Association % ADRIAN BEVERAGE OKLA 4054245252 643 NE 41ST Street Oklahoma City OK 73105 ADRIAN BEVERAGE CEO 4054245252 2024-03-15 true ADRIAN BEVERAGE 999009999 JEANETTE VERRELLI P00742631 9727028262 2024-03-15 3 2022 2023-04-26 12:10:37Z ADRIAN BEVERAGE 643 NE 41ST Street OKLAHOMA CITY OK 73105 3503216 false X WWW.OBA.COM X 1897 OK WE MAKE BANKERS BETTER AT WHAT THEY DO IN THE BANK EVERY DAY 24 24 15 200 0 0 523455 0 3312933 3370069 63663 80025 4018 2125 3904069 3452219 0 0 373760 382878 1590430 1531778 0 0 0 1217618 1209672 3181808 3124328 722261 327891 7110372 7436686 2764275 2840000 4346097 4596686 WE MAKE BANKERS BETTER AT WHAT THEY DO IN THE BANK EVERY DAY. WE PROVIDE EDUCATION, GOVERNMENT RELATIONS, ASSISTANCE WITH COMPLIANCE, FRAUD ISSUES AND PUBLIC RELATIONS ON BEHALF OF THE INDUSTRY. false false MEMBER EDUCATION PROGRAMS AND MEETINGS INDUSTRY REPRESENTATION AND SUPPORT, INCLUDING THE ADDITION OF THE EMERGING LEADERS PROGRAM. THIS PROGRAM INCLUDES ALL PROGRAMS OTHER THAN EDUCATION AND PRODUCTS AND SERVICES PRODUCTS AND SERVICES false false false true false false false false false true true false true true false false true false false false false false false false false false false false true false false false false false false false false false false false true true true false true 19 0 true 15 true false false false false true true false false false X 24 24 false false false false true true true true true false false false true true true true true true true false OK X ADRIAN BEVERAGE 4054245252 643 NE 41ST ST OKLAHOMA CITY OK 73105 X Adrian Beverage PRESIDENT/CEO/TREASURER 40.0 5.0 X 361909 0 58744 Lea Ann Jackson COO / CFO 40.0 5.0 X 226722 0 38639 Janis Reeser EVP - EDUCATION 40.0 1.0 X 160147 0 23616 Elaine Dodd EVP - FRAUD 40.0 1.0 X 152598 0 22635 Kathryn Donovan Director of Accounting 40.0 1.0 X 123029 0 20794 Megan McGuire VP of Govt/Member Relations 40.0 1.0 X 105100 0 28493 Bryan Cain Vice Chairman 1.0 0.25 X X 0 0 0 Alicia Wade 1st Vice Chair 1.0 0.25 X X 0 0 0 Gregg Weber Director 0.5 0.0 X 0 0 0 Adam Anderson Director 0.5 0.0 X 0 0 0 Mark Caldwell Director 0.5 0.0 X 0 0 0 Julie Stovall Director 0.5 0.0 X 0 0 0 Leigh-Anne Taylor Director 0.5 0.0 X 0 0 0 Bert Davison Director 0.5 0.0 X 0 0 0 Jerold Phillips Director 0.5 0.0 X 0 0 0 Kelli Seacat Director 0.5 0.0 X 0 0 0 Amada Alvidrez Chair 2.0 0.25 X X 0 0 0 Rick Walker Immediate Past Chair 1.0 0.25 X X 0 0 0 Priscilla Cude Director 0.5 0.0 X 0 0 0 R Keith Mansfield Director 0.5 0.0 X 0 0 0 Frazier Henke Director 0.5 0.0 X 0 0 0 Debbie Ward Director 0.5 0.0 X 0 0 0 Andrew Wells Director 0.5 0.0 X 0 0 0 Rigo Aranda Director 0.5 0.0 X 0 0 0 Sandy Werner Director 0.5 0.0 X 0 0 0 Andrea Bendele Director 0.5 0.0 X 0 0 0 Tony Shinn Director 0.5 0.0 X 0 0 0 Billy Taylor Director 0.5 0.0 X 0 0 0 Dawne Stafford Director 0.5 0.0 X 0 0 0 Matt Jackson Director 0.5 0.0 X 0 0 0 Ted Cundiff Director 0.5 0.0 X 0 0 0 1129505 0 192921 6 false true false BANKERSONLINECOM 2541 FLINT RIDGE ROAD EDMOND OK 73003 CONSULTING 390012 1 0 Membership Dues 900099 1916898 1916898 Conventions and Seminars 611430 1352862 1352862 Products and Services 900099 100309 100309 3370069 70837 70837 0 0 0 0 0 1885 58300 50997 1885 7303 9188 9188 0 0 0 0 0 0 0 0 0 Other Income 900099 2125 2125 2125 3452219 3372194 80025 0 0 0 382878 869777 0 480120 31607 93630 56644 0 0 18076 0 0 0 4052 5208 51732 144827 0 94855 49614 0 0 0 0 112658 26032 Education and Programs 460657 Government Relations 49516 Administrative Expense 45930 Supplies 57683 88832 3124328 474543 449742 490000 3593979 0 0 27487 52083 0 0 0 0 2845000 0 9062 6326 108514 194061 3014306 2281256 751643 733050 1340256 1346199 604363 522354 0 0 0 0 459504 538892 7110372 7436686 562598 457078 0 0 1376816 1464089 0 0 0 0 0 0 0 0 0 0 824861 918833 2764275 2840000 X 4346097 4596686 0 0 4346097 4596686 7110372 7436686 X 327891 1744 -79046 X false true X true false false false false 1916898 409844 0 409844 409844 60012 60012 2206127 1667471 538656 748167 613785 134382 733050 INVEST- OBA FINANCIAL SERVICES 486804 C INVEST - COMPLIANCE ALLIANCE 35550 C 522354 CSV Life Insurance 2742 Due from affiliates 536150 538892 0 Due to affiliates 918833 918833 SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. X true true X X X false false false Adrian Beverage PRESIDENT/CEO/TREASURER 223246 126892 11771 28518 30226 420653 Lea Ann Jackson COO / CFO 172482 40580 13660 18556 20083 265361 Janis Reeser EVP - EDUCATION 117985 35202 6960 13353 10263 183763 Elaine Dodd EVP - FRAUD 122326 29905 367 12397 10238 175233 FORM 990, PART VI, LINE 1A DELEGATION OF AUTHORITY: SUBJECTIVE TO THE DIRECTIVES OF THE BOARD OF DIRECTORS, THE BOARD MAY DELEGATE THE DUTIES AND RESPONSIBILITY OF THE BOARD OF DIRECTORS TO AN EXECUTIVE COMMITTEE, AUDIT COMMITTEE OR OTHER COMMITTEES ESTABLISHED BY THE BOARD. THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF THE CHAIR, VICE CHAIR, FIRST VICE CHAIR, IMMEDIATE PAST CHAIR, AND THE PRESIDENT OF THE OBA, WITH THE PRESIDENT SERVING AS A NON-VOTING MEMBER OF THE COMMITTEE. ALL ACTIONS OF ANY DIVISION, COMMITTEE AND TASK FORCE ARE SUBJECT TO THE APPROVAL OF THE BOARD OF DIRECTORS OF THE OBA. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS: MEMBERS OF THE ORGANIZATION ARE FINANCIAL INSTITUTIONS WITH FEDERALLY INSURED DEPOSITS IN THE STATE OF OKLAHOMA FORM 990, PART VI, SECTION A, LINE 7A POWER OF ELECTION: EACH MEMBER FINANCIAL INSTITUTION HAS ONE VOTE. THE EIGHTEEN MEMBERS OF THE BOARD, AS WELL AS FOUR BOARD OFFICERS, ARE ELECTED BY THE MEMBERS. TWO BOARD MEMBERS ARE APPOINTED BY THE CHAIRMAN OF THE BOARD. ONE IS A REPRESENTATIVE OF THE EMERGING LEADERS CLASS. FORM 990, PART VI, SECTION A, LINE 7B GOVERNANCE DECISIONS: EACH MEMBER HAS ONE VOTE. CHANGES TO THE BY-LAWS REQUIRE A VOTE OF THE MEMBERSHIP FOR APPROVAL. ADDITIONALLY, CHANGES IN COMPENSATION FOR MANAGEMENT-LEVEL EMPLOYEES, EXCEPT THE CEO, ARE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. CHANGES IN COMPENSATION OF THE CEO ARE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990: THE PREPARER PROVIDES A TAX ORGANIZER TO THE ORGANIZATION FOR COMPLETION. THE INFORMATION REQUESTED IS PROVIDED TO THE PREPARER. FORM 990 IS THEN PREPARED BY AN INDEPENDENT CPA FIRM. THE PREPARER SUBMITS A DRAFT OF FORM 990 TO THE CFO WHEN COMPLETE. THE CFO REVIEWS THE RETURN AND ALL RELATED SCHEDULES AND NOTIFIES THE PREPARER IF CHANGES ARE NEEDED. IF CHANGES ARE NECESSARY, THE PREPARER MAKES THOSE CHANGES AND RE-SUBMITS TO THE CFO FOR REVIEW AND APPROVAL. THE RETURN IS THEN SIGNED BY THE CEO, EXCEPT THAT THE PREPARER MAY ELECTRONICALLY SUBMIT THE RETURN WHEN EXPEDIENT. THE FORM 990 IS MADE AVAILABLE TO THE BOARD FOR THEIR REVIEW AT THE FOLLOWING MEETING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY: EACH BOARD MEMBER, OFFICER AND KEY EMPLOYEE IS REQUIRED TO COMPLETE A DISCLOSURE FORM. SUCH FORM IS REVIEWED BY THE CFO/COO. ANY POTENTIAL CONFLICTS OF INTEREST ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE OF THE BOARD FOR RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15A PROCESS FOR DETERMINING CEO COMPENSATION: CEO'S COMPENSATION IS STATED IN EMPLOYMENT CONTRACT. EMPLOYMENT CONTRACT WAS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS AND INCLUDED THE REVIEW OF COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION AT THE TIME THE CONTRACT WAS APPROVED. FORM 990, PART VI, SECTION B, LINE 15B PROCESS FOR DETERMINING OTHER OFFICER COMPENSATION: COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE ANNUALLY AS PART OF THE BUDGET PROCESS AND FURTHER CONFIRMED IN REVIEW AND APPROVAL FOR FILING OF THE FORM 990. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THEY ARE SECURELY FILED WITH THE CFO AT THE OBA OFFICES. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS: CURRENT YEAR EARNINGS FROM SUBSIDIARY OBA FINANCIAL SERVICES CORPORATION OF (79,046). OKLAHOMA BANKERS FOUNDATION 643 NE 41ST STREET OKLAHOMA CITY OK 73105 731042334 HUMANITARIAN OK 501(C)(3) 7 OBA true OBA FINANCIAL SERVICES CORP 643 NE 41ST STREET OKLAHOMA CITY OK 73105 731307162 BANKING SERVICES OK OBA CORPORATION 454721 597982 1.00000 true OBA INSURANCE AGENCY INC 643 NE 41ST STREET OKLAHOMA CITY OK 73105 731306925 INSURANCE SVCS OK OBA FSC C CORP (SUB) 110266 1061248 1.00000 true OBA SERVICES COMPANY INC 643 NE 41ST STREET OKLAHOMA CITY OK 73105 731330181 FINANCIAL SVCS OK OBA FSC C CORP (SUB) 336129 119721 1.00000 true false false false false false false false false false false false false false true true false false true true OBA INSURANCE AGENCY INC S 97889 A/P INCREASE OBA SERVICES COMPANY INC R 80668 A/R INCREASE OBA SERVICES COMPANY INC N 80274 ALLOC OF GL