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Nonprofit · EIN 73-0380620

OKLAHOMA BANKERS ASSOCIATION

Tax-exempt · OKLAHOMA CITY, OK 73105

Financials

$3.5M$3.1M2022$3.9M$3.2M2023
Revenue Expenses · by fiscal year end
Financials of OKLAHOMA BANKERS ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2024990$3,863,280$3,230,384$632,896$8,000,889$2,912,381$5,088,508
April 30, 2023990$3,452,219$3,124,328$327,891$7,436,686$2,840,000$4,596,686
Financial details: 990 for the year ended April 30, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$3,485,531
Investment income
$377,129
Net gain from sales of assets
$187,938
Other revenue
$620

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$392,450
Compensation of officers, directors and key employees
$842,036
Other salaries and wages
$412,481
Salaries, compensation and benefits (total)
$1,451,906
Professional fundraising fees
$0
Accounting fees
$23,402
Occupancy
$98,394
Travel
$47,934
Depreciation
$101,420

Balance sheet and other

Total assets, start of year
$7,436,686
Total assets, end of year
$8,000,889
Total liabilities, end of year
$2,912,381
Net assets, end of year
$5,088,508
Land, buildings and equipment
$746,099
Publicly traded securities
$1,594,757
Net assets without donor restrictions
$5,088,508
Gross receipts
$4,161,573
Employees
15
Volunteers
200
Year formed
1897
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 April 30, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Adrian BeverageCEO/President
Officer
40$334,581$56,630
Lea Ann JacksonCOO/CFO
Officer
40$226,163$39,453
Janis ReeserEVP, Education
Key employee
40$161,398$23,811
Elaine DoddEVP, Fraud
Highest-paid employee
40$141,677$22,236
Kathryn DonovanDirector of Accounting
Highest-paid employee
40$121,868$21,146
Megan McGuireVP - Govt/Member Relations
Highest-paid employee
40$109,823$29,822
Alicia WadeVice Chair, Board
Trustee or director, Officer
1$0$0
Amada AlvidrezImmed Past Chair, Board
Trustee or director, Officer
1$0$0
Bryan CainChair, Board
Trustee or director, Officer
1$0$0
Steve Bagwell1st Vice Chair, Board
Trustee or director, Officer
1$0$0
Adam AndersonDirector
Trustee or director
0.3$0$0
Andrew WellsDirector
Trustee or director
0.3$0$0
Bert DavisonDirector
Trustee or director
0.3$0$0
Beth WrightDirector
Trustee or director
0.3$0$0
Bill FanningDirector
Trustee or director
0.3$0$0
16 more people on this return
NameTitleHours / weekCompensation
Debbie WardDirector
Trustee or director
0.3$0
Frazier HenkeDirector
Trustee or director
0.3$0
Gregg WeberDirector
Trustee or director
0.3$0
Julie StovallDirector
Trustee or director
0.3$0
Leigh-Anne TaylorDirector
Trustee or director
0.3$0
Mark CaldwellDirector
Trustee or director
0.3$0
Matt JacksonDirector
Trustee or director
0.3$0
Nancy CantuDirector
Trustee or director
0.3$0
Priscilla CudeDirector
Trustee or director
0.3$0
R Keith MansfieldDirector
Trustee or director
0.3$0
Rigo ArandaDirector
Trustee or director
0.3$0
Ryan QuidleyDirector
Trustee or director
0.3$0
Ryan YatesDirector
Trustee or director
0.3$0
Sean KouplenDirector
Trustee or director
0.3$0
Steve HartDirector
Trustee or director
0.3$0
Ted CundiffDirector
Trustee or director
0.3$0
990 for the year ended April 30, 2023: 31 people
NameTitleHours / weekCompensationOther / benefits
Adrian BeveragePRESIDENT/CEO/TREASURER
Officer
40$361,909$58,744
Lea Ann JacksonCOO / CFO
Officer
40$226,722$38,639
Janis ReeserEVP - EDUCATION
Key employee
40$160,147$23,616
Elaine DoddEVP - FRAUD
Highest-paid employee
40$152,598$22,635
Kathryn DonovanDirector of Accounting
Highest-paid employee
40$123,029$20,794
Megan McGuireVP of Govt/Member Relations
Highest-paid employee
40$105,100$28,493
Bryan CainVice Chairman
Trustee or director, Officer
1$0$0
Alicia Wade1st Vice Chair
Trustee or director, Officer
1$0$0
Gregg WeberDirector
Trustee or director
0.5$0$0
Adam AndersonDirector
Trustee or director
0.5$0$0
Mark CaldwellDirector
Trustee or director
0.5$0$0
Julie StovallDirector
Trustee or director
0.5$0$0
Leigh-Anne TaylorDirector
Trustee or director
0.5$0$0
Bert DavisonDirector
Trustee or director
0.5$0$0
Jerold PhillipsDirector
Trustee or director
0.5$0$0
Kelli SeacatDirector
Trustee or director
0.5$0$0
Amada AlvidrezChair
Trustee or director, Officer
2$0$0
Rick WalkerImmediate Past Chair
Trustee or director, Officer
1$0$0
Priscilla CudeDirector
Trustee or director
0.5$0$0
R Keith MansfieldDirector
Trustee or director
0.5$0$0
Frazier HenkeDirector
Trustee or director
0.5$0$0
Debbie WardDirector
Trustee or director
0.5$0$0
Andrew WellsDirector
Trustee or director
0.5$0$0
Rigo ArandaDirector
Trustee or director
0.5$0$0
Sandy WernerDirector
Trustee or director
0.5$0$0
Andrea BendeleDirector
Trustee or director
0.5$0$0
Tony ShinnDirector
Trustee or director
0.5$0$0
Billy TaylorDirector
Trustee or director
0.5$0$0
Dawne StaffordDirector
Trustee or director
0.5$0$0
Matt JacksonDirector
Trustee or director
0.5$0$0
Ted CundiffDirector
Trustee or director
0.5$0$0

Address and contacts

Address (IRS master file)
643 NE 41ST ST, OKLAHOMA CITY, OK 73105-7231
In care of
% ADRIAN BEVERAGE
Principal officer (990 for 2023)
ADRIAN BEVERAGE, 643 NE 41ST STREET, OKLAHOMA CITY, OK 73105
Signed the 990
Adrian Beverage, CEO
Phone
(405) 424-5252
Return prepared by
Forvis Mazars LLP

Mission

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.

990 for the year ended April 30, 2024

Program accomplishments

  • 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

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

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025Not on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
73-0380620
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1963
Accounting year ends
April
Files
Form 990 or 990-EZ
Assets (IRS master file)
$8,000,889
Income (IRS master file)
$4,161,573

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2024$3,863,280$3,230,384$8,000,889XML
990April 2023$3,452,219$3,124,328$7,436,686XML
990April 2022$3,904,069$3,181,808$7,110,372IRS
990April 2021–––IRS
990April 2020–––IRS
990April 2019–––IRS
990April 2018–––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 73-0380620).

Questions about OKLAHOMA BANKERS ASSOCIATION

What is the EIN of OKLAHOMA BANKERS ASSOCIATION?
The employer identification number (EIN) of OKLAHOMA BANKERS ASSOCIATION is 73-0380620.
Is OKLAHOMA BANKERS ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1963.
Are donations to OKLAHOMA BANKERS ASSOCIATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does OKLAHOMA 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 OKLAHOMA BANKERS ASSOCIATION due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OKLAHOMA BANKERS ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended April 2024.
Who is the principal officer of OKLAHOMA BANKERS ASSOCIATION?
The 990 for the year ended April 30, 2024 names ADRIAN BEVERAGE.
Who are the officers and directors of OKLAHOMA BANKERS ASSOCIATION?
The 990 for the year ended April 30, 2024 lists 31 people; 6 received compensation from the organization, the highest $334,581 (Adrian Beverage, CEO/President).
How much revenue does OKLAHOMA BANKERS ASSOCIATION have?
On its 990 for the year ended April 30, 2024 it reported revenue of $3,863,280, expenses of $3,230,384 and total assets of $8,000,889 at year end.

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