Skip to main content

Nonprofit · EIN 43-0620357

MISSOURI BANKERS ASSOCIATION

Tax-exempt · JEFFERSON CTY, MO 65101

Financials

$4.7M$4.6M2022$4.8M$4.7M2023$4.9M$4.8M2024
Revenue Expenses · by fiscal year end
Financials of MISSOURI BANKERS ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990$4,856,350$4,806,193$50,157$7,846,676$2,225,671$5,621,005
May 31, 2024990$4,835,338$4,744,938$90,400$7,731,359$2,469,730$5,261,629
May 31, 2023990$4,704,610$4,565,201$139,409$7,259,783$2,121,977$5,137,806
Financial details: 990 for the year ended May 31, 2025

Revenue

Contributions, gifts and grants
$173,333
Program service revenue
$3,992,844
Investment income
$185,331
Royalties
$38,960
Net gain from sales of assets
$33,482
Net income from sales of inventory
$21,198
Other revenue
$504,842

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$625,054
Other salaries and wages
$1,365,251
Salaries, compensation and benefits (total)
$2,610,930
Professional fundraising fees
$0
Accounting fees
$18,000
Occupancy
$315,576
Travel
$86,047
Depreciation
$26,777

Balance sheet and other

Total assets, start of year
$7,731,359
Total assets, end of year
$7,846,676
Total liabilities, end of year
$2,225,671
Net assets, end of year
$5,621,005
Net assets without donor restrictions
$5,621,005
Gross unrelated business income
$54,235
Gross receipts
$4,876,752
Employees
17
Volunteers
350
Year formed
1891
State of legal domicile
MO

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
CLIFFORD JACKSON HATAWAY JRPRESIDENT & CEO
Trustee or director, Officer
36$236,672$157,782$58,325
JANET ROLINGEXECUTIVE VP-CFO/COO
Officer
36$119,383$79,588$50,574
KEITH THORNBURGVP, GENERAL COUNSEL
Officer
48$134,178$33,545$59,887
DAVID KENTSVP, CHIEF LOBBYIST
Highest-paid employee
40$148,067$0$36,953
BRYAN BRADLEYVP, COMPLIANCE SERVICES
Highest-paid employee
0$0$141,119$40,161
CAROL BARNETTSVP OF COMPLIANCE
Highest-paid employee
16$95,580$31,860$34,446
CHERI MESSERLISVP, MEMBER SERVICES
Highest-paid employee
50$117,748$0$31,841
GINA JOLLYVP, COMPLIANCE SERVICES
Highest-paid employee
12$34,234$79,879$31,662
ADRIAN O BREENIMMEDIATE PAST CHAIRMAN
Trustee or director, Officer
1$0$0$0
PATRICK J KUSSMANCHAIRMAN-ELECT
Trustee or director, Officer
2$0$0$0
TOM KLEBBATREASURER
Trustee or director, Officer
2$0$0$0
DAVID M GOHNCHARIMAN
Trustee or director, Officer
5$0$0$0
JOSELYN E BALDNERAT LARGE DIRECTOR
Trustee or director
1$0$0$0
MARILYN BUSHAT LARGE DIRECTOR
Trustee or director
1$0$0$0
LOGAN DALEAT LARGE DIRECTOR
Trustee or director
1$0$0$0
13 more people on this return
NameTitleHours / weekCompensation
ORVIN T KIMBROUGHAT LARGE DIRECTOR
Trustee or director
1$0
MATT LAUMANNDIRECTOR
Trustee or director
1$0
E KIM LIGHTAT LARGE DIRECTOR
Trustee or director
1$0
JAMES P LIMBAUGHDIRECTOR
Trustee or director
1$0
KYLE S MYERSAT LARGE DIRECTOR
Trustee or director
1$0
SCOTT A PERKINSAT LARGE DIRECTOR
Trustee or director
1$0
CORT HEGARTYAT LARGE DIRECTOR
Trustee or director
1$0
CURT BRUMLEYDIRECTOR
Trustee or director
1$0
BRIAN ALDERTONDIRECTOR
Trustee or director
1$0
BRIAN VANFOSSONDIRECTOR
Trustee or director
1$0
JACOB WILSONDIRECTOR
Trustee or director
1$0
DEREK FRALEYGOVT RELATIONS CHAIRMAN
Trustee or director
1$0
GARRETT BOATRIGHTNEXT GENERATION BOARD CHAIR
Trustee or director
1$0
990 for the year ended May 31, 2024: 27 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
CLIFFORD JACKSON HATAWAY JRPRESIDENT & CEO
Trustee or director, Officer
42$237,336$101,715$51,368
JANET ROLINGEXECUTIVE VP-CFO/COO
Officer
36$112,879$75,253$47,935
KEITH THORNBURGVP, GENERAL COUNSEL
Officer
48$123,166$52,786$47,878
CARL MAX COOKFORMER CEO
Former
20$120,440$40,147$32,259
DAVID KENTSVP, CHIEF LOBBYIST
Highest-paid employee
40$113,360$28,340$35,538
BRYAN BRADLEYVP, COMPLIANCE SERVICES
Highest-paid employee
1$0$128,591$45,144
CAROL BARNETTSVP OF COMPLIANCE
Highest-paid employee
16$52,059$78,088$34,135
JR BUCKNER IIIMMEDIATE PAST CHAIRMAN
Trustee or director, Officer
1$0$0$0
DAVID M GOHNCHAIRMAN-ELECT
Trustee or director, Officer
2$0$0$0
PATRICK J KUSSMANTREASURER
Trustee or director, Officer
2$0$0$0
ADRIAN O BREENCHARIMAN
Trustee or director, Officer
5$0$0$0
JOSELYN E BALDNERAT LARGE DIRECTOR
Trustee or director
1$0$0$0
MARILYN BUSHAT LARGE DIRECTOR
Trustee or director
1$0$0$0
LOGAN DALEAT LARGE DIRECTOR
Trustee or director
1$0$0$0
ORVIN T KIMBROUGHAT LARGE DIRECTOR
Trustee or director
1$0$0$0
MATT LAUMANNDIRECTOR
Trustee or director
1$0$0$0
TOM KLEBBADIRECTOR
Trustee or director
1$0$0$0
E KIM LIGHTAT LARGE DIRECTOR
Trustee or director
1$0$0$0
JAMES P LIMBAUGHDIRECTOR
Trustee or director
1$0$0$0
KYLE S MYERSAT LARGE DIRECTOR
Trustee or director
1$0$0$0
SCOTT A PERKINSAT LARGE DIRECTOR
Trustee or director
1$0$0$0
CORT HEGARTYAT LARGE DIRECTOR
Trustee or director
1$0$0$0
CURT BRUMLEYGOVT RELATIONS CHAIRMAN
Trustee or director
1$0$0$0
JEFF CARRNEXT GENERATION BOARD CHAIR
Trustee or director
1$0$0$0
BRIAN ALDERTONDIRECTOR
Trustee or director
1$0$0$0
BRIAN VANFOSSONDIRECTOR
Trustee or director
1$0$0$0
JACOB WILSONDIRECTOR
Trustee or director
1$0$0$0
990 for the year ended May 31, 2023: 27 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
CARL MAX COOKCEO
Trustee or director, Officer
30$279,445$93,148$87,115
CLIFFORD JACKSON HATAWAY JRPRESIDENT
Trustee or director, Officer
42$163,057$69,882$42,570
KEITH THORNBURGVP, GENERAL COUNSEL
Officer
42$118,598$50,828$45,306
JANET ROLINGEXECUTIVE VP-CFO/COO
Officer
36$101,905$67,937$44,696
DAVID KENTSVP, CHIEF LOBBYIST
Highest-paid employee
40$106,054$26,513$31,107
BRYAN BRADLEYVP, COMPLIANCE SERVICES
Highest-paid employee
0$0$135,327$27,413
CAROL BARNETTSVP OF COMPLIANCE
Highest-paid employee
16$47,313$70,970$35,881
JR BUCKNER IICHAIRMAN
Trustee or director, Officer
5$0$0$0
JOHN M EVERETTIMMEDIATE PAST CHAIRMAN
Trustee or director, Officer
1$0$0$0
WADE BARTELSTREASURER
Trustee or director, Officer
2$0$0$0
ADRIAN O BREENCHARIMAN-ELECT
Trustee or director, Officer
2$0$0$0
JOSELYN E BALDNERAT LARGE DIRECTOR
Trustee or director
1$0$0$0
MICHAEL F BENDERDIRECTOR
Trustee or director
1$0$0$0
MARILYN BUSHAT LARGE DIRECTOR
Trustee or director
1$0$0$0
MICHAEL R DUNBARDIRECTOR
Trustee or director
1$0$0$0
KEVIN D GIBBONSAT LARGE DIRECTOR
Trustee or director
1$0$0$0
ORVIN T KIMBROUGHAT LARGE DIRECTOR
Trustee or director
1$0$0$0
TYLER A KNOTTDIRECTOR
Trustee or director
1$0$0$0
DUANE E KOHLSTAEDTDIRECTOR
Trustee or director
1$0$0$0
PATRICK J KUSSMANDIRECTOR
Trustee or director
1$0$0$0
E KIM LIGHTAT LARGE DIRECTOR
Trustee or director
1$0$0$0
JAMES P LIMBAUGHDIRECTOR
Trustee or director
1$0$0$0
KYLE S MYERSAT LARGE DIRECTOR
Trustee or director
1$0$0$0
SCOTT A PERKINSAT LARGE DIRECTOR
Trustee or director
1$0$0$0
BRIAN RIEDYDIRECTOR
Trustee or director
1$0$0$0
SCOTT A BRECKENKAMPGOVT RELATIONS CHAIRMAN
Trustee or director
1$0$0$0
CASEY N CROWELLNEXT GENERATION BOARD CHAIR
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
207 E CAPITOL AVE, JEFFERSON CTY, MO 65101-3001
Principal officer (990 for 2024)
CLIFFORD JACKSON HATAWAY, 207 E CAPITOL AVENUE, JEFFERSON CITY, MO 65101
Signed the 990
CLIFFORD JACKSON HATAWAY JR, PRESIDENT
Phone
(573) 636-8151
Return prepared by
WILLIAMS-KEEPERS LLC

Mission

TO PROVIDE EDUCATIONAL SUPPORT AND PROMOTE GENERAL WELFARE AND USEFULNESS OF BANKS AND BANKING INSTITUTIONS.

990 for the year ended May 31, 2025

Program accomplishments

  • PROVIDE EDUCATIONAL & LOBBYING SUPPORT TO MO BANKS. ENGAGE IN THE PROMOTION OF THE GENERAL WELFARE AND USEFULNESS OF BANKS & BANKING INSTITUTIONS. EDUCATIONAL SUPPORT INCLUDES THE GENERAL EDUCATION OF MEMBER BANKERS IN AREAS OF COMPLIANCE, TRAINING, AND UPDATES ON CURRENT ISSUES REGARDING THE BANKING INDUSTRY.
  • PROVIDED PRINTED MATERIAL AND PRODUCTS TO MEMBERS WHICH CAN NOT BE OBTAINED ADEQUATELY FROM A SOURCE OUTSIDE OF MISSOURI BANKERS ASSOCIATION.
  • MONTHLY PUBLISHED THE MISSOURI BANKER AS A COMMUNICATION TOOL TO KEEP MEMBER BANKS INFORMED OF CURRENT BANKING ISSUES.

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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990 on file
2023May 31, 2024October 15, 2024990 on file

IRS record

EIN
43-0620357
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1943
Accounting year ends
May
Files
Form 990 or 990-EZ
Assets (IRS master file)
$7,846,676
Income (IRS master file)
$4,876,752

Filing history

FormYear endedRevenueExpensesAssetsReturn
990May 2025$4,856,350$4,806,193$7,846,676XML
990May 2024$4,835,338$4,744,938$7,731,359XML
990May 2023$4,704,610$4,565,201$7,259,783XML
990May 2022$4,592,254$4,311,000$7,161,715IRS
990May 2021–––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 43-0620357).

Questions about MISSOURI BANKERS ASSOCIATION

What is the EIN of MISSOURI BANKERS ASSOCIATION?
The employer identification number (EIN) of MISSOURI BANKERS ASSOCIATION is 43-0620357.
Is MISSOURI BANKERS ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1943.
Are donations to MISSOURI BANKERS ASSOCIATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MISSOURI BANKERS ASSOCIATION 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 MISSOURI BANKERS ASSOCIATION due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MISSOURI BANKERS ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended May 2025.
Who is the principal officer of MISSOURI BANKERS ASSOCIATION?
The 990 for the year ended May 31, 2025 names CLIFFORD JACKSON HATAWAY.
Who are the officers and directors of MISSOURI BANKERS ASSOCIATION?
The 990 for the year ended May 31, 2025 lists 28 people; 7 received compensation from the organization, the highest $236,672 (CLIFFORD JACKSON HATAWAY JR, PRESIDENT & CEO).
How much revenue does MISSOURI BANKERS ASSOCIATION have?
On its 990 for the year ended May 31, 2025 it reported revenue of $4,856,350, expenses of $4,806,193 and total assets of $7,846,676 at year end.

Other nonprofits in JEFFERSON CTY

All nonprofits in JEFFERSON CTY · Missouri