Totals
- Total revenue
- $1,886,302
- Total expenses
- $1,846,789
- Contributions and grants received
- $0
- Grants paid
- $2,203
- Program service revenue
- $1,793,220
- Investment income
- $166,140
- Other revenue
- -$73,058
- Total assets, end of year
- $5,808,474
- Total liabilities, end of year
- $1,620,047
- Net assets or fund balances, end of year
- $4,188,427
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: MEMBER DUES
total $867,348 · related or exempt $867,348
-
2b · Program service revenue: EDUCATION/CONFERENCES
total $488,086 · related or exempt $488,086
-
2c · Program service revenue: OTHER PROGRAM REVENUE
total $437,786 · related or exempt $437,786
-
3 · Investment income
total $137,525 · excluded $137,525
-
5 · Royalties
total $214,455 · excluded $214,455
-
7a · Gross sales of assets other than inventory
securities $506,056
-
7b · Less cost or other basis and sales expenses
securities $477,441
-
7c · Gain or loss
securities $28,615
-
7d · Net gain or loss
total $28,615 · excluded $28,615
-
11a · Other revenue: ADVERTISING
total $38,936 · unrelated business $38,936
-
11b · Other revenue: EQUITY LOSSES OF SUBSI
total -$326,449 · related or exempt -$326,449
-
11e · Other revenue, total
-$287,513
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,203
-
5 · Compensation of officers, directors and key employees
total $564,723
-
7 · Other salaries and wages
total $474,057
-
8 · Pension plan contributions
total $36,634
-
9 · Other employee benefits
total $50,452
-
10 · Payroll taxes
total $80,976
-
11b · Fees: legal
total $10,242
-
11c · Fees: accounting
total $43,882
-
11d · Fees: lobbying
total $107,776
-
11f · Fees: investment management
total $9,655
-
11g · Fees: other
total $5,284
-
12 · Advertising and promotion
total $54,282
-
13 · Office expenses
total $28,578
-
14 · Information technology
total $15,885
-
16 · Occupancy
total $46,841
-
17 · Travel
total $17,944
-
19 · Conferences, conventions and meetings
total $235,950
-
23 · Insurance
total $13,646
-
24a · Other expenses: LEGISLATIVE OTHER
total $17,550
-
24b · Other expenses: DUES & SUBSCRIPTIONS
total $12,560
-
24c · Other expenses: STAFF EXPENSE
total $9,432
-
24d · Other expenses: MEALS & ENTERTAINMENT
total $6,072
-
24e · All other expenses
total $2,165
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $229,307 · end of year $56,682
-
2 · Savings and temporary cash investments
beginning of year $1,912,440 · end of year $2,268,426
-
4 · Accounts receivable
beginning of year $45,807 · end of year $66,637
-
9 · Prepaid expenses and deferred charges
beginning of year $322,736 · end of year $308,366
-
11 · Investments: publicly traded securities
beginning of year $1,601,550 · end of year $1,352,388
-
12 · Investments: other securities
beginning of year $942,250 · end of year $615,800
-
15 · Other assets
beginning of year $1,195,102 · end of year $1,140,175
-
17 · Accounts payable and accrued expenses
beginning of year $296,640 · end of year $222,779
-
19 · Deferred revenue
beginning of year $164,022 · end of year $112,688
-
25 · Other liabilities
beginning of year $1,668,245 · end of year $1,284,580
-
27 · Net assets without donor restrictions
beginning of year $4,120,285 · end of year $4,188,427
Mission and programs · 2024
Mission
TO BE THE VOICE OF OREGON BANKING
Activities or mission (Part I)
THE OREGON BANKERS ASSOCIATION ADVOCATES ON BEHALF OF BANKS DOING BUSINESS IN THE STATE OF OREGON.
-
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.
As filed on the 2024 return.
Listed in Part VII
-
Ryan DempsterRYAN DEMPSTER
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Ted B AustinTED B AUSTIN
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Joshua LyonsJOSHUA LYONS
SECRETARY-TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
R Shane CorreaR SHANE CORREA
CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Kate SalyersKATE SALYERS
CHAIR, CBO
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Trey MaustTREY MAUST
CHAIR, SBAI
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Chris MerrywellCHRIS MERRYWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Denise PortmannDENISE PORTMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Gary HainesGARY HAINES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jason WesslingJASON WESSLING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Jeff BaileyJEFF BAILEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeff DeuelJEFF DEUEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeff LangJEFF LANG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeffrey D SumpterJEFFREY D SUMPTER
DIRECTOR (THRU 12/2024)
- Total calculated
- $0
- Hours/week
- 0.5
-
Joan ReukaufJOAN REUKAUF
DIRECTOR (THRU 6/2024)
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Nicole ShermanNICOLE SHERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Ron GreenRON GREEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Thomas MoranTHOMAS MORAN
DIRECTOR (THRU 8/2024)
- Total calculated
- $0
- Hours/week
- 0.5
-
Tracy CurtisTRACY CURTIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Linda NavarroLINDA NAVARRO
PRESIDENT / CEO
- Total calculated
- $607,087
- From this org
- $564,262
- From related orgs
- $0
- Other
- $42,825
- Hours/week
- 28 + 12 related
Schedule J breakdown matched by us
- Base
- $147,932
- Bonus
- $174,537
- Other
- $241,793
- Deferred
- $35,951
- Nontaxable benefits
- $6,874
- Filer's total
- $607,087
-
Scott BruunSCOTT BRUUN
PRESIDENT / CEO
- Total calculated
- $127,346
- From this org
- $126,657
- From related orgs
- $0
- Other
- $689
- Hours/week
- 40 + 12 related
-
Lori KaliherLORI KALIHER
EVP / CHIEF OPERATING OFFI
- Total calculated
- $223,526
- From this org
- $183,785
- From related orgs
- $0
- Other
- $39,741
- Hours/week
- 28 + 12 related
Schedule J breakdown matched by us
- Base
- $144,272
- Bonus
- $21,046
- Other
- $18,467
- Deferred
- $28,006
- Nontaxable benefits
- $11,735
- Filer's total
- $223,526
-
Kevin T ChristiansenKEVIN T CHRISTIANSEN
SVP-GOVERNMENT AFFAIRS DIRE
- Total calculated
- $159,084
- From this org
- $136,645
- From related orgs
- $0
- Other
- $22,439
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $124,531
- Bonus
- $12,114
- Other
- $0
- Deferred
- $10,801
- Nontaxable benefits
- $11,638
- Filer's total
- $159,084
-
Andrea RoseANDREA ROSE
SVP - MARKETING & COMM
- Total calculated
- $144,653
- From this org
- $123,545
- From related orgs
- $0
- Other
- $21,108
- Hours/week
- 15 + 25 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Travel for companions
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- PART I, LINE 1A
- THE ORGANIZATION PAYS FOR TRAVEL EXPENSES OF THE PRESIDENT'S SPOUSE FOR UP TO TWO BUSINESS TRIPS PER YEAR. AMOUNTS PAID FOR COMPANION TRAVEL ARE INCLUDED AS TAXABLE INCOME FOR THE PRESIDENT. THE ORGANIZATION ALSO PAYS MEMBERSHIP DUES TO THE ARLINGTON CLUB IN THE NAME OF THE PRESIDENT. THE PURPOSE FOR THIS MEMBERSHIP IS TO PROVIDE OBA WITH ACCESS TO A PORTLAND VENUE FOR POTENTIAL OBA MEETINGS. AMOUNTS PAID FOR CLUB DUES ARE NOT INCLUDED AS TAXABLE INCOME FOR THE PRESIDENT.
- PART I, LINE 4B
- TWO MEMBERS OF EXECUTIVE MANAGEMENT PARTICIPATE IN A 457(F) PLAN. CONTRIBUTIONS FOR 2024 - LORI KALIHER $14,634, LINDA NAVARRO $13,226 FOR A TOTAL OF $27,860. DISTRIBUTIONS IN 2024 - LORI KALIHER $18,467 AND LINDA NAVARRO $346,046 FOR A TOTAL OF $364,513.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · EDUCATIONAL SERVICES & PRGMS FOR BANK INDUSTRY EMPLOYEES OR FUTURE EE'S · OR
Directly controlled by OREGON BANKERS ASSOCIATION
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
PROMOTE INTERESTS OF BANKS CHARTERED UNDER OREGON LAW · OR · income $0 · assets $0
Directly controlled by OREGON BANKERS ASSOCIATION
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
SYNERGY BY ASSOCIATION INC
C · SALES OF BANK-RELATED PRODUCTS AND SERVICES · OR · 100% owned · share of income -$303,377 · share of assets $963,603 · controlled entity
Directly controlled by OREGON BANKERS ASSOCIATION
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 4 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202533179349311813
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