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Nonprofiteer
← OREGON BANKERS ASSOCIATION

Form 990 for tax year 2023

Filed by OREGON BANKERS ASSOCIATION.

Totals

Total revenue
$2,317,875
Total expenses
$2,251,242
Contributions and grants received
$0
Grants paid
$3,925
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • R SHANE CORREA

    SECRETARY - TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • JOAN REUKAUF

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • TED B AUSTIN

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • RYAN DEMPSTER

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • KATE SALYERS

    CHAIR, CBO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • TREY MAUST

    CHAIR, SBAI

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • GORDON ZIMMERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • JEFFREY D SUMPTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • RON GREEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • JASON WESSLING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • CHRIS MERRYWELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • DENISE PORTMANN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JEFF DEUEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JEFF LANG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JOSHUA LYONS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • TAWNIE NELSON

    DIRECTOR (THRU 11/2023)

    Total calculated
    $0
    Hours/week
    0.5

  • THOMAS MORAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • TRACY CURTIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JEFF BAILEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ROBERT HARDING

    DIRECTOR (THRU 6/2023)

    Total calculated
    $0
    Hours/week
    0.5

  • LINDA NAVARRO

    PRESIDENT / CEO

    Total calculated
    $443,371
    From this org
    $356,264
    From related orgs
    $0
    Other
    $87,107
    Hours/week
    28 + 12 related

    Schedule J breakdown matched by us

    Base
    $250,953
    Bonus
    $38,107
    Other
    $67,204
    Deferred
    $76,192
    Nontaxable benefits
    $10,915
    Filer's total
    $443,371

  • LORI KALIHER

    SVP / CHIEF OPERATING OFFI

    Total calculated
    $214,350
    From this org
    $174,269
    From related orgs
    $0
    Other
    $40,081
    Hours/week
    28 + 12 related

    Schedule J breakdown matched by us

    Base
    $138,173
    Bonus
    $20,297
    Other
    $15,799
    Deferred
    $26,871
    Nontaxable benefits
    $13,210
    Filer's total
    $214,350

  • KEVIN T CHRISTIANSEN

    VP-GOVERNMENT AFFAIRS DIRE

    Total calculated
    $152,914
    From this org
    $129,434
    From related orgs
    $0
    Other
    $23,480
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $117,986
    Bonus
    $11,448
    Other
    $0
    Deferred
    $10,349
    Nontaxable benefits
    $13,131
    Filer's total
    $152,914

  • ANDREA ROSE

    SVP - MARKETING & COMM

    Total calculated
    $135,543
    From this org
    $117,769
    From related orgs
    $0
    Other
    $17,774
    Hours/week
    8 + 32 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 — 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
  • 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.
PART I, LINE 4B
TWO MEMBERS OF EXECUTIVE MANAGEMENT PARTICIPATE IN A 457(F) PLAN. CONTRIBUTIONS FOR 2023 - LORI KALIHER $14,039, LINDA NAVARRO $52,275 FOR A TOTAL OF $62,314. DISTRIBUTIONS IN 2023 - LORI KALIHER $15,799 AND LINDA NAVARRO $59,150 FOR A TOTAL OF $74,949.

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.

  • OBA EDUCATION FOUNDATION

    501(C)(3) · EDUCATIONAL SERVICES & PRGMS FOR BANK INDUSTRY EMPLOYEES OR FUTURE EE'S · OR

    Directly controlled by OREGON BANKERS ASSOCIATION

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202433189349312263

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