Nonprofit · EIN 93-0241680
OREGON BANKERS ASSOCIATION
Tax-exempt · SALEM, OR 97309
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,886,302 | $1,846,789 | $39,513 | $5,808,474 | $1,620,047 | $4,188,427 |
| December 31, 2023 | 990 | $2,317,875 | $2,251,242 | $66,633 | $6,249,192 | $2,128,907 | $4,120,285 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,793,220
- Investment income
- $166,140
- Royalties
- $214,455
- Net gain from sales of assets
- $28,615
- Other revenue
- -$73,058
Expenses
- Grants and similar amounts paid
- $2,203
- Compensation of officers, directors and key employees
- $564,723
- Other salaries and wages
- $474,057
- Salaries, compensation and benefits (total)
- $1,206,842
- Professional fundraising fees
- $0
- Legal fees
- $10,242
- Accounting fees
- $43,882
- Occupancy
- $46,841
- Travel
- $17,944
Balance sheet and other
- Total assets, start of year
- $6,249,192
- Total assets, end of year
- $5,808,474
- Total liabilities, end of year
- $1,620,047
- Net assets, end of year
- $4,188,427
- Publicly traded securities
- $1,352,388
- Net assets without donor restrictions
- $4,188,427
- Gross unrelated business income
- $38,936
- Gross receipts
- $2,363,743
- Employees
- 10
- Volunteers
- 578
- Year formed
- 1905
- State of legal domicile
- OR
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LINDA NAVARRO | PRESIDENT / CEO Officer | 28 | $564,262 | $42,825 |
| LORI KALIHER | EVP / CHIEF OPERATING OFFI Officer | 28 | $183,785 | $39,741 |
| KEVIN T CHRISTIANSEN | SVP-GOVERNMENT AFFAIRS DIRE Highest-paid employee | 40 | $136,645 | $22,439 |
| ANDREA ROSE | SVP - MARKETING & COMM Highest-paid employee | 15 | $123,545 | $21,108 |
| SCOTT BRUUN | PRESIDENT / CEO Officer | 40 | $126,657 | $689 |
| RYAN DEMPSTER | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| TED B AUSTIN | IMMEDIATE PAST CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| JOSHUA LYONS | SECRETARY-TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| R SHANE CORREA | CHAIR-ELECT Trustee or director, Officer | 0.5 | $0 | $0 |
| KATE SALYERS | CHAIR, CBO Trustee or director | 0.5 | $0 | $0 |
| TREY MAUST | CHAIR, SBAI Trustee or director | 0.5 | $0 | $0 |
| CHRIS MERRYWELL | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DENISE PORTMANN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| GARY HAINES | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JASON WESSLING | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF BAILEY | DIRECTOR Trustee or director | 0.5 | $0 |
| JEFF DEUEL | DIRECTOR Trustee or director | 0.5 | $0 |
| JEFF LANG | DIRECTOR Trustee or director | 0.5 | $0 |
| JEFFREY D SUMPTER | DIRECTOR (THRU 12/2024) Trustee or director | 0.5 | $0 |
| JOAN REUKAUF | DIRECTOR (THRU 6/2024) Trustee or director | 0.5 | $0 |
| NICOLE SHERMAN | DIRECTOR Trustee or director | 0.5 | $0 |
| RON GREEN | DIRECTOR Trustee or director | 0.5 | $0 |
| THOMAS MORAN | DIRECTOR (THRU 8/2024) Trustee or director | 0.5 | $0 |
| TRACY CURTIS | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LINDA NAVARRO | PRESIDENT / CEO Officer | 28 | $356,264 | $87,107 |
| LORI KALIHER | SVP / CHIEF OPERATING OFFI Officer | 28 | $174,269 | $40,081 |
| KEVIN T CHRISTIANSEN | VP-GOVERNMENT AFFAIRS DIRE Highest-paid employee | 40 | $129,434 | $23,480 |
| ANDREA ROSE | SVP - MARKETING & COMM Highest-paid employee | 8 | $117,769 | $17,774 |
| R SHANE CORREA | SECRETARY - TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| JOAN REUKAUF | IMMEDIATE PAST CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| TED B AUSTIN | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| RYAN DEMPSTER | CHAIR-ELECT Trustee or director, Officer | 0.5 | $0 | $0 |
| KATE SALYERS | CHAIR, CBO Trustee or director | 0.5 | $0 | $0 |
| TREY MAUST | CHAIR, SBAI Trustee or director | 0.5 | $0 | $0 |
| GORDON ZIMMERMAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JEFFREY D SUMPTER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| RON GREEN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JASON WESSLING | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CHRIS MERRYWELL | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DENISE PORTMANN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JEFF DEUEL | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JEFF LANG | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JOSHUA LYONS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| TAWNIE NELSON | DIRECTOR (THRU 11/2023) Trustee or director | 0.5 | $0 | $0 |
| THOMAS MORAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| TRACY CURTIS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JEFF BAILEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ROBERT HARDING | DIRECTOR (THRU 6/2023) Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 13429, SALEM, OR 97309-1429
- Principal officer (990 for 2024)
- SCOTT BRUUN, PO BOX 13429, SALEM, OR 97309
- Signed the 990
- LORI KALIHER, EVP / CHIEF OPERATING OFFICER
- Phone
- (503) 581-3522
- Website
- WWW.OREGONBANKERS.COM
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
TO BE THE VOICE OF OREGON BANKING
Program accomplishments
- CONFERENCES AND EDUCATION: OREGON BANKERS ASSOCIATION (OBA) CONTINUES TO SET THE STANDARD FOR PROVIDING TIMELY, HIGH-QUALITY EDUCATION SPECIFICALLY DESIGNED FOR ITS MEMBERSHIP. OBA'S PROGRAMS LEVERAGE THE TALENTS OF EXPERTS IN THE FIELD OF BANKING AND FOCUS ON LEGISLATIVE AND REGULATORY TRENDS FOR THE ECONOMIC AND BUSINESS CLIMATE IN OREGON. OBA BRINGS EASE OF USE TO MEMBERS WITH THE ASSOCIATION'S MANY WEBINARS AND ONLINE COURSES, WHILE STILL PROVIDING VALUABLE NETWORKING OPPORTUNITIES WITH ITS CONFERENCES, SCHOOLS, SEMINARS AND WORKSHOPS.
- GOVERNMENT AND ADVOCACY: ON AN ANNUAL BASIS, OBA MONITORS LEGISLATIVE PROPOSALS, ADMINISTRATIVE RULES AND ADVOCATES FOR MEMBER INTERESTS AT BOTH THE STATE AND FEDERAL LEVEL. THESE EFFORTS HELP ENSURE THAT OREGON BANKS ARE ABLE TO DO BUSINESS IN A FAIR AND COMPETITIVE BUSINESS ENVIRONMENT. THIS INCLUDES PARITY IN THE LAWS AND REGULATIONS THAT GOVERN VARIOUS TYPES OF FINANCIAL SERVICE PROVIDERS, AS WELL AS THE OPPORTUNITY TO PROVIDE A BROAD RANGE OF FINANCIAL PRODUCTS AND SERVICES TO OREGONIANS.
- OTHER BANK SERVICES: OBA KEEPS MEMBERS ABREAST OF CURRENT DEVELOPMENTS IN BANKING PRACTICES AND BANKING LEGISLATION THROUGH PREPARATION AND DISTRIBUTION OF BANKING-RELATED PUBLICATIONS AND NEWSLETTERS. FROM OREGON BANKERS ASSOCIATION'S WEEKLY "FRIDAY FIVE" NEWSLETTER TO ITS QUARTERLY MAGAZINE "BANKING MATTERS", OREGON BANKERS ASSOCIATION IS THE GO-TO SOURCE FOR ALL THINGS OREGON BANKING AND BEYOND.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 93-0241680
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1931
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,808,474
- Income (IRS master file)
- $2,363,743
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,886,302 | $1,846,789 | $5,808,474 | IRS |
| 990 | December 2023 | $2,317,875 | $2,251,242 | $6,249,192 | XML |
| 990 | December 2022 | $2,290,377 | $2,197,279 | $6,084,242 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 93-0241680).
Questions about OREGON BANKERS ASSOCIATION
- What is the EIN of OREGON BANKERS ASSOCIATION?
- The employer identification number (EIN) of OREGON BANKERS ASSOCIATION is 93-0241680.
- Is OREGON BANKERS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1931.
- Are donations to OREGON BANKERS ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OREGON 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 OREGON BANKERS ASSOCIATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OREGON BANKERS ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of OREGON BANKERS ASSOCIATION?
- The 990 for the year ended December 31, 2024 names SCOTT BRUUN.
- Who are the officers and directors of OREGON BANKERS ASSOCIATION?
- The 990 for the year ended December 31, 2024 lists 24 people; 5 received compensation from the organization, the highest $564,262 (LINDA NAVARRO, PRESIDENT / CEO).
- How much revenue does OREGON BANKERS ASSOCIATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,886,302, expenses of $1,846,789 and total assets of $5,808,474 at year end.
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