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OKLAHOMA BANKERS ASSOCIATION

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Public IRS 990 nonprofit record

OKLAHOMA BANKERS ASSOCIATION

EIN 73-0380620 · Labor Unions (J40)

What they do

WE MAKE BANKERS BETTER AT WHAT THEY DO IN THE BANK EVERY DAY. WE PROVIDE EDUCATION, GOVERNMENT RELATIONS, ASSISTANCE WITH COMPLIANCE, FRAUD ISSUES and PUBLIC RELATIONS ON BEHALF of THE INDUSTRY.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $100.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders31 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

100.34%of revenue went to mission work100.0% of expenses · Program services
$83.62spent for every $100 of revenueRevenue covered expenses this year.
$2.48in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $391,211 for ADRIAN BEVERAGE (CEO/PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$3,120,378
Mission workProgram services$3,130,917100.34% of revenue100.0% of expenses
ManagementOffice and general costs0.00% of revenue0.0% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Total expenses$3,130,917100.34% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Money in and money out

Revenue$3,863,280
Expenses$3,230,384
Annual surplus $632,896 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$3,130,917 · 96.9% of expenses
See all reported dollar amounts
Revenue$3,863,280
Expenses$3,230,384
Assets$8,000,889
Income$4,161,573
Mission work (program services)$3,130,917
Stocks and bonds$1,594,757
Accounting fees$23,402
Investing fees$6,090
People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
ADRIAN BEVERAGECEO/PRESIDENT · 40 hrs/week $391,211Base $334,581 · Other $56,630
LEA ANN JACKSONCOO/CFO · 40 hrs/week $265,616Base $226,163 · Other $39,453
JANIS REESEREVP, EDUCATION · 40 hrs/week $185,209Base $161,398 · Other $23,811
ELAINE DODDEVP, FRAUD · 40 hrs/week $163,913Base $141,677 · Other $22,236
KATHRYN DONOVANDIRECTOR OF ACCOUNTING · 40 hrs/week $143,014Base $121,868 · Other $21,146
MEGAN MCGUIREVP - GOVT/MEMBER RELATIONS · 40 hrs/week $139,645Base $109,823 · Other $29,822

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (31)

ADRIAN BEVERAGECEO/PRESIDENT

LEA ANN JACKSONCOO/CFO

JANIS REESEREVP, EDUCATION

ELAINE DODDEVP, FRAUD

KATHRYN DONOVANDIRECTOR OF ACCOUNTING

MEGAN MCGUIREVP - GOVT/MEMBER RELATIONS

MARK CALDWELLDIRECTOR

TED CUNDIFFDIRECTOR

STEVE HARTDIRECTOR

STEVE BAGWELL1ST VICE CHAIR, BOARD

SEAN KOUPLENDIRECTOR

RYAN YATESDIRECTOR

RYAN QUIDLEYDIRECTOR

RIGO ARANDADIRECTOR

R KEITH MANSFIELDDIRECTOR

PRISCILLA CUDEDIRECTOR

NANCY CANTUDIRECTOR

MATT JACKSONDIRECTOR

BERT DAVISONDIRECTOR

LEIGH-ANNE TAYLORDIRECTOR

ALICIA WADEVICE CHAIR, BOARD

ADAM ANDERSONDIRECTOR

JULIE STOVALLDIRECTOR

AMADA ALVIDREZIMMED PAST CHAIR, BOARD

GREGG WEBERDIRECTOR

FRAZIER HENKEDIRECTOR

ANDREW WELLSDIRECTOR

DEBBIE WARDDIRECTOR

BRYAN CAINCHAIR, BOARD

BILL FANNINGDIRECTOR

BETH WRIGHTDIRECTOR

About this charity

Recognized since
January 1963
Location
643 NE 41ST ST, OKLAHOMA CITY, OK 73105-7231
County
Oklahoma
In care of
% ADRIAN BEVERAGE
Primary officer
Adrian Beverage, CEO

How to reach them

Filing and classification

Latest tax year
2023
Tax period began
May 1, 2023
Return type
990
Tax preparer
FORVIS MAZARS LLP
NTEE classification
Labor Unions (J40)
IRS tax category
Labor Unions

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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