Totals
- Total revenue
- $110,647
- Total expenses
- $58,862
- Contributions and grants received
- $75,043
- Grants paid
- $30,345
- Program service revenue
- $0
- Investment income
- $25,162
- Other revenue
- $10,442
- Total assets, end of year
- $1,252,728
- Total liabilities, end of year
- $25,000
- Net assets or fund balances, end of year
- $1,227,728
- Program services expenses (Part IX)
- $30,345
- Management and general expenses
- $20,839
- Fundraising expenses
- $7,678
- Program service expenses (Part III)
- $30,345
Program services were 51.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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.
-
1f · All other contributions, gifts and grants
$75,043
-
3 · Investment income
total $25,162 · excluded $25,162
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$10,940
-
8b · Fundraising events: direct expenses
$498
-
8c · Net income from fundraising events
total $10,442 · excluded $10,442
-
9c · Net income from gaming
total $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 $29,500 · program services $29,500
-
2 · Grants to domestic individuals
total $845 · program services $845
-
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 $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $2,319 · management and general $2,319
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $11,917 · management and general $11,917
-
11g · Fees: other
total $3,078 · fundraising $3,078
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $492 · management and general $492
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $146 · management and general $146
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: ADMINISTRATIVE SERVICES
total $9,000 · management and general $4,500 · fundraising $4,500
-
24b · Other expenses: CREDIT CARD PROCESSING FEES
total $871 · management and general $871
-
24c · Other expenses: BOARD EXPENSES
total $318 · management and general $318
-
24d · Other expenses: LICENSES, TAXES AND FEES
total $276 · management and general $276
-
24e · All other expenses
total $100 · fundraising $100
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $88,532 · end of year $136,161
-
3 · Pledges and grants receivable
end of year $100
-
4 · Accounts receivable
beginning of year $9,997 · end of year $873
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $23,010
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $1,319,524 · end of year $1,092,584
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $6,067
-
18 · Grants payable
beginning of year $50,000 · end of year $25,000
-
27 · Net assets without donor restrictions
beginning of year -$22,396 · end of year -$169,873
-
28 · Net assets with donor restrictions
beginning of year $1,384,382 · end of year $1,397,601
Mission and programs · 2022
Mission
The OBA Education Foundation's overall mission is education. The Foundation seeks to explore and enhance educational opportunities for individuals in areas of banking, public and private finance, financial literacy, business, financial planning and other related subjects.
-
THE OBA EDUCATION FOUNDATION FOCUSED ON ENHANCING FINANCIAL LITERACY IN OREGON AND DEVELOPING FUTURE GENERATIONS OF OREGON BANKERS. CONTRIBUTIONS TO THE OBA EDUCATION FOUNDATION HELPED SUPPORT THE FOLLOWING INITIATIVES IN 2021: PARTNERED WITH OREGON STATE UNIVERSITY, UNIVERSITY OF OREGON AND EASTERN OREGON UNIVERSITY TO SUPPORT COMMERCIAL BANKING EDUCATION AND CAREER DEVELOPMENT. ENGAGED IN FINANCIAL EDUCATION PROGRAMS AND PROVIDED GRANTS TO ORGANIZATIONS SUCH AS CATHOLIC CHARITIES SAVE FIRST, JUNIOR ACHIEVEMENT FINANCE PARK, WILLAMETTE ACADEMY, SE WORKS BANKWORK$, CENTRO CULTURAL OF WASHINGTON COUNTY AND OTHERS. PROMOTED FINANCIAL EDUCATION INITIATIVES LIKE FINANCIAL LITERACY MONTH, GET SMART ABOUT CREDIT DAY AND TEACH CHILDREN TO SAVE DAY.
Expenses $30,345 · Grants $22,000
As filed on the 2022 return.
Listed in Part VII
-
RICHARD E BROWN
Chair
- Total calculated
- $0
- Hours/week
- 1
-
BECKY TYMCHUK
Director
- Total calculated
- $0
- Hours/week
- 1
-
STUART B ALLEN
Director
- Total calculated
- $0
- Hours/week
- 1
-
CRAIG WANICHEK
EX-OFFICIO DIR
- Total calculated
- $0
- Hours/week
- 1
-
LISA M FAJARDO-FAUST
Director
- Total calculated
- $0
- Hours/week
- 1
-
CHRIS KARLIN
Director
- Total calculated
- $0
- Hours/week
- 1
-
LINDA W NAVARRO
SECRETARY-TREAS
- Total calculated
- $0
- Hours/week
- 1
-
CHERYL L CEBULA
Director
- Total calculated
- $0
- Hours/week
- 1
-
TRANG SUMPTER
Director
- Total calculated
- $0
- Hours/week
- 1
-
JOAN REUKAUF
Director
- Total calculated
- $0
- Hours/week
- 1
-
JOHN R HANCOCK
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
ELISE BOUNEFF
Director
- Total calculated
- $0
- Hours/week
- 1
-
JEFF SUMPTER
EX-OFFICIO DIR
- 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.
Grants on this return
-
$15,000
PROMOTE CAREER OPP IN BANKING
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)(6) · ADVOCATE ON BEHALF OF BANKS IN OREGON · OR
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 29 September 2023
- IRS schema version
- 2022v5.0
- Source object
- 202302729349301215
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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