Form 990 for tax year 2022
Filed by NEBRASKA BANKERS ASSOCIATION INC.
Totals
- Total revenue
- $4,819,966
- Total expenses
- $4,926,388
- Contributions and grants received
- $0
- Grants paid
- $75,000
- Program service revenue
- $4,749,923
- Investment income
- $70,043
- Other revenue
- $0
- Total assets, end of year
- $7,409,037
- Total liabilities, end of year
- $2,502,227
- Net assets or fund balances, end of year
- $4,906,810
- 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: Education Programs
total $1,040,624 · related or exempt $930,624 · unrelated business $110,000
-
2b · Program service revenue: Membership Dues
total $1,909,143 · related or exempt $1,909,143
-
2c · Program service revenue: Salaries, Benefits, & Other Expense Reim
total $1,428,485 · unrelated business $1,428,485
-
2d · Program service revenue: Office Rent Reimbursement
total $155,897 · related or exempt $27,332 · unrelated business $128,565
-
2e · Program service revenue: Other
total $165,126 · related or exempt $112,905 · unrelated business $52,221
-
2f · All other program service revenue
total $50,648 · related or exempt $50,648
-
3 · Investment income
total $70,043 · excluded $70,043
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $75,000
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $561,488
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,685,140
-
8 · Pension plan contributions
total $116,656
-
9 · Other employee benefits
total $33,769
-
10 · Payroll taxes
total $146,183
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $194,913
-
11c · Fees: accounting
total $22,713
-
11d · Fees: lobbying
total $293,487
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $24,180
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $273,963
-
17 · Travel
total $30,320
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $526,579
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $110,829
-
23 · Insurance
total $48,894
-
24a · Other expenses: Committee
total $80,374
-
24b · Other expenses: Meetings
total $54,399
-
24c · Other expenses: Marketing and Public Relations
total $217,611
-
24d · Other expenses: Equipment Rental & Maintenance
total $20,240
-
24e · All other expenses
total $409,650
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $2,224,217 · end of year $2,386,605
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $226,362 · end of year $240,237
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $171,028 · end of year $203,054
-
10a · Land, buildings and equipment: cost or other basis
$892,218
-
10b · Land, buildings and equipment: accumulated depreciation
$324,625
-
10c · Land, buildings and equipment, net
beginning of year $647,286 · end of year $567,593
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $2,006,928 · end of year $4,011,548
-
17 · Accounts payable and accrued expenses
beginning of year $328,646 · end of year $394,656
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $392,480 · end of year $313,246
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $1,794,325
-
27 · Net assets without donor restrictions
beginning of year $4,554,695 · end of year $4,906,810
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2022
Mission
TO PROMOTE AND REPRESENT THE BANKING INDUSTRY IN THE STATE OF NEBRASKA, AND TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR INDIVIDUALS IN THE BANKING INDUSTRY.
Activities or mission (Part I)
AS THE VOICE FOR THE NEBRASKA BANKING INDUSTRY, OUR MISSION IS TO PROVIDE EXTRAORDINARY SERVICE FOR EXTRAORDINARY MEMBERS.
-
TO EDUCATE THE FINANCIAL SERVICES INDUSTRY BY OFFERING QUALITY, COST-EFFECTIVE EDUCATIONAL PROGRAMS AND PRODUCTS THROUGH A VARIETY OF DELIVERY FORMATS.
-
TO ADVOCATE FOR PRO-BANKING AND PRO-BUSINESS POLICIES AND A LEGISLATIVE AND REGULATORY ENVIRONMENT SUPPORTIVE OF OUR MEMBER FINANCIAL INSTITUTIONS.
-
TO ENHANCE AND SHOWCASE THE IMPORTANCE AND VALUE OF NBA MEMBERSHIP AND PROMOTE THE IMAGE OF THE NEBRASKA BANKING INDUSTRY.
As filed on the 2022 return.
Listed in Part VII
-
Richard BaierRICHARD BAIER
PRESIDENT/TREASURER
- Total calculated
- $350,443
- From this org
- $308,603
- From related orgs
- $0
- Other
- $41,840
- Hours/week
- 38 + 7 related
Schedule J breakdown matched by us
- Base
- $266,583
- Bonus
- $32,603
- Other
- $9,417
- Deferred
- $21,350
- Nontaxable benefits
- $20,490
- Filer's total
- $350,443
-
Ron ArrigoRON ARRIGO
EXECUTIVE VICE PRESIDENT
- Total calculated
- $193,203
- From this org
- $157,096
- From related orgs
- $0
- Other
- $36,107
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $125,112
- Bonus
- $23,720
- Other
- $8,264
- Deferred
- $11,621
- Nontaxable benefits
- $24,486
- Filer's total
- $193,203
-
Kathryn M BarkerKATHRYN M BARKER
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
John F KotoucJOHN F KOTOUC
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Jill DavisJILL DAVIS
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Krista K HeissKRISTA K HEISS
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Cory A BergtCORY A BERGT
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Nicholas W BaxterNICHOLAS W BAXTER
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey T KangerJEFFREY T KANGER
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Curtis D HeapyCURTIS D HEAPY
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Brandon D MasonBRANDON D MASON
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Aaron OttenAARON OTTEN
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Zachary C HolochZACHARY C HOLOCH
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Kevin D PostierKEVIN D POSTIER
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Lydell L WoodburyLYDELL L WOODBURY
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Mark K LinvilleMARK K LINVILLE
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Kristen Marshall-MaserKRISTEN MARSHALL-MASER
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Jay R PrestipinoJAY R PRESTIPINO
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Jeremy B McHughJEREMY B MCHUGH
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Stephen E StullSTEPHEN E STULL
PAST CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Luke M RickertsenLUKE M RICKERTSEN
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Ryne D SeamanRYNE D SEAMAN
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Travis A SearsTRAVIS A SEARS
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Kelley E TramblyKELLEY E TRAMBLY
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Nicholas E VrbaNICHOLAS E VRBA
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Bradley G KoehnBRADLEY G KOEHN
CHAIRMAN-ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Zac C KarpfZAC C KARPF
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Andrew WittANDREW WITT
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Robert J HallstromROBERT J HALLSTROM
CORPORATE SECRETARY
- Total calculated
- $0
- Hours/week
- 1
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 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- FORM 990, SCHEDULE J, PART I, LINE 1A
- THE PERSONAL PORTION OF SOCIAL CLUB DUES PAID ON BEHALF OF THE PRESIDENT IS TREATED AS TAXABLE COMPENSATION. TRAVEL FOR SPOUSES OF ELECTED OFFICERS AND KEY STAFF IS PAID FOR WHEN THE SPOUSE HAS A LEGITIMATE BUSINESS REASON TO TRAVEL. AS SUCH, THESE AMOUNTS ARE TREATED AS NONTAXABLE.
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
-
GENERAL PURPOSES
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.
-
NEBRASKA BANKERS ASSOCIATION FOUNDATION
501(C)(3) · SCHOLARSHIPS · NE · controlled entity
Directly controlled by NBA
-
KSNE BANKERS ASSOC SCHOOL OF BANKING
501(C)(3) · EDUCATION · NE · controlled entity
Directly controlled by NBAKBA
-
NEBRASKA BANKERS FEDERAL PAC
527 · POLITICAL · NE · controlled entity
Directly controlled by NBA
-
NEBRASKA BANKERS STATE PAC
527 · POLITICAL · NE · controlled entity
Directly controlled by NBA
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.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
NEBRASKA BANKERS INSURANCE & SERVICES CO
C CORP · INS SERVICES · NE · 100% owned · share of income $3,709,153 · share of assets $3,747,292 · controlled entity
Directly controlled by NBA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 September 2023
- IRS schema version
- 2022v5.0
- Source object
- 202322569349301837
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