Liabilities / Assets
71st percentile
Higher debt load relative to assets than 71% of similar nonprofits.
Oba Education Foundation
990EZ • Fiscal year 2013 • EIN 93-0910219
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.05x
Liabilities / Revenue
66th percentile
Higher debt load relative to revenue than 66% of similar nonprofits.
Net Margin
44th percentile
Higher net margin than 44% of similar nonprofits.
Top Officer Pay
73rd percentile
Higher top officer pay than 73% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$13,967
No earlier filing loaded for comparison.
Net Assets
$13,234
No earlier filing loaded for comparison.
Liabilities
$733
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$52,790
No earlier filing loaded for comparison.
Expenses
$52,483
No earlier filing loaded for comparison.
Net Income
$307
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2013 to Dec 31, 2013
- Signed
- Aug 8, 2014
- Return Version
- 2013v3.1
- Gross Receipts
- $52,790
Mission and Program Overview
Mission
The OBA Education Foundation's overall mission is education. The Foundation seeks to explore and enhance educational opportunities for individuals in areas of banking, public and private finance, financial literacy, business, financial planning and other related subjects.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| The OBA Education Foundation is committed to enhancing the future of the banking industry and the community. Contributions to the OBA Education Foundation will help support the following initiatives:EverFi - Financial Education Through Technology Oregon University Partnerships Banking Industry Internship and Scholarship Programs Financial Beginnings Financial Education Resource Guide Get Smart About Credit Day and Teach Children to Save Day Oregon Jump$tart Coalition | $50,000 | $50,000 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| RICHARD E BROWN | Chairman | - | $0 | - | - |
| E GEORGE KOFFLER | Vice Chair | - | $0 | - | - |
| STUART B ALLEN | Secretary/Treas | - | $0 | - | - |
| BRUCE G BRYANT | Director | - | $0 | - | - |
| DANIEL J HEMPY | Director | - | $0 | - | - |
| CHRIS KARLIN | Director | - | $0 | - | - |
| LINDA W NAVARRO | Director | - | $0 | - | - |
| DEBRA J RINGOLD | Director | - | $0 | - | - |
| LARK E WYSHAM | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 93-0910219
- Phone
- 5035813522
Signing Officer
- Name
- Linda W Navarro
- Title
- Director
- Signed
- 2014-08-08
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Michelle A Pecora CPA
- Phone
- 5037791902
Supplemental Narrative
Additional Explanations
Grants and Similar Amounts Paid In Excess of $5,000.1
“| Donee's Name: OREGON STATE UNIVERSITY FOUNDATION | Donee's Address: 850 SW 35TH STREET CORVALLIS, OR 97333 | Relationship of Donee: NONE | Cash Amount Given: $50000”
Other Expenses.1002
“Office Expenses $105”
Other Expenses.1
“SUPPLIES $683”
Other Expenses.2
“LICENSES AND FEES $120”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $733”
Changes to Organizing or Governing Documents
“During the year ended december 31, 2013, oregon bankers association (oba) divested itself of the foundation by executing an amendment to the foundation's bylaws, thus eliminating oba's economic interest in the foundation.”
Raw XML Appendix164 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JAMIE JOHNSON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5035813522 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 777 13TH STREET SE SUITE 130 |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | SALEM |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | OR |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 97301 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 12927 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 13967 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | true |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 52750 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 307 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1575 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 12927 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 13967 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 50000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 52790 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitialReturnInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 40 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 12927 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 13234 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 12927 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 13234 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | RICHARD E BROWN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | E GEORGE KOFFLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | STUART B ALLEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BRUCE G BRYANT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | DANIEL J HEMPY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | CHRIS KARLIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | LINDA W NAVARRO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | DEBRA J RINGOLD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | LARK E WYSHAM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Chairman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY/TREAS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 908 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | The OBA Education Foundation is committed to enhancing the future of the banking industry and the community. Contributions to the OBA Education Foundation will help support the following initiatives:EverFi - Financial Education Through Technology Oregon University Partnerships Banking Industry Internship and Scholarship Programs Financial Beginnings Financial Education Resource Guide Get Smart About Credit Day and Teach Children to Save Day Oregon Jump$tart Coalition |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 50000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 50000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 733 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 52483 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 50000 |
| IRS990EZ/TotalRevenueAmt | 0 | 52790 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.OREGONBANKERS.COM/FOUNDATION |
| IRS990ScheduleA/First5Years170Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 52750 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 52750 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 52750 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 52750 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 52750 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 52750 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Donee's Name: OREGON STATE UNIVERSITY FOUNDATION | Donee's Address: 850 SW 35TH STREET CORVALLIS, OR 97333 | Relationship of Donee: NONE | Cash Amount Given: $50000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $105 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | SUPPLIES $683 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | LICENSES AND FEES $120 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $733 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DURING THE YEAR ENDED DECEMBER 31, 2013, OREGON BANKERS ASSOCIATION (OBA) DIVESTED ITSELF OF THE FOUNDATION BY EXECUTING AN AMENDMENT TO THE FOUNDATION'S BYLAWS, THUS ELIMINATING OBA'S ECONOMIC INTEREST IN THE FOUNDATION. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Changes to Organizing or Governing Documents |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LINDA W NAVARRO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Director |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-08-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | OBA EDUCATION FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OBAE |
| ReturnHeader/Filer/EIN | 0 | 930910219 |
| ReturnHeader/Filer/PhoneNum | 0 | 5035813522 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO BOX 13429 |
| ReturnHeader/Filer/USAddress/City | 0 | SALEM |
| ReturnHeader/Filer/USAddress/State | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 97309 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | MICHELLE A PECORA CPA PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 537 HIGH STREET SE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | SALEM |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | OR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 973013618 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5037791902 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Michelle A Pecora CPA |
| ReturnHeader/ReturnTs | 0 | 2014-08-08T15:34:42-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $13,967
- Liabilities
- $733
- Net assets
- $13,234
- Revenue
- $52,790
- Expenses
- $52,483
- Net income
- $307
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