Civic Intelligence

Oba Education Foundation

990 • Fiscal year 2022 • EIN 93-0910219

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 29, 2023

Organization ProfileWWW.OREGONBANKERS.COM/FOUNDATION
PO Box 13429Salem, OR 97309

(503) 581-3522

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.02x

Higher debt load relative to assets than 36% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

68th percentile

0.23x

Higher debt load relative to revenue than 68% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

17th percentile

-12%

Faster asset growth than 17% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$1,252,728

Down $165,325 (-12%) from 2021

Net Assets

Down

$1,227,728

Down $134,258 (-9.9%) from 2021

Liabilities

Down

$25,000

Down $31,067 (-55%) from 2021

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin88th percentile

Revenue

Up

$110,647

Up $10,678 (+11%) from 2021

Expenses

Down

$58,862

Down $13,041 (-18%) from 2021

Net Income

Up

$51,785

Up $23,719 (+85%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2013: $13,967Liabilities 2013: $733Net Assets 2013: $13,2342013Assets 2014: $64,918Liabilities 2014: $550Net Assets 2014: $64,3682014Assets 2015: $594,128Liabilities 2015: $80,000Net Assets 2015: $514,1282015Assets 2016: $793,589Liabilities 2016: $68,975Net Assets 2016: $724,6142016Assets 2017: $905,100Liabilities 2017: $44,032Net Assets 2017: $861,0682017Assets 2018: $854,726Liabilities 2018: $43,381Net Assets 2018: $811,3452018Assets 2019: $1,056,771Liabilities 2019: $69,924Net Assets 2019: $986,8472019Assets 2020: $1,227,787Liabilities 2020: $91,031Net Assets 2020: $1,136,7562020Assets 2021: $1,418,053Liabilities 2021: $56,067Net Assets 2021: $1,361,9862021Assets 2022: $1,252,728Liabilities 2022: $25,000Net Assets 2022: $1,227,7282022Assets 2023: $1,464,871Liabilities 2023: $105,218Net Assets 2023: $1,359,6532023Assets 2024: $1,600,095Liabilities 2024: $86,945Net Assets 2024: $1,513,1502024

Highlighted filing

2022

Assets$1,252,728
Liabilities$25,000
Net Assets$1,227,728
Open 2022 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2013: $52,790Expenses 2013: $52,483Net Income 2013: $3072013Revenue 2014: $62,891Expenses 2014: $11,757Net Income 2014: $51,1342014Revenue 2015: $573,267Expenses 2015: $120,742Net Income 2015: $452,5252015Revenue 2016: $202,660Expenses 2016: $31,935Net Income 2016: $170,7252016Revenue 2017: $85,275Expenses 2017: $36,053Net Income 2017: $49,2222017Revenue 2018: $51,350Expenses 2018: $77,101Net Income 2018: -$25,7512018Revenue 2019: $54,812Expenses 2019: $58,518Net Income 2019: -$3,7062019Revenue 2020: $104,882Expenses 2020: $93,453Net Income 2020: $11,4292020Revenue 2021: $99,969Expenses 2021: $71,903Net Income 2021: $28,0662021Revenue 2022: $110,647Expenses 2022: $58,862Net Income 2022: $51,7852022Revenue 2023: $105,395Expenses 2023: $162,987Net Income 2023: -$57,5922023Revenue 2024: $99,264Expenses 2024: $94,088Net Income 2024: $5,1762024

Highlighted filing

2022

Revenue$110,647
Expenses$58,862
Net Income$51,785
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 29, 2023
Return Version
2022v5.0
Gross Receipts
$111,145
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,319,524$1,092,584▼ $226,940
Savings and Temporary Cash Investments$88,532$136,161▲ $47,629
Other Notes and Loans Receivable, Net-$23,010-
Accounts Receivable$9,997$873▼ $9,124
Pledges and Grants Receivable-$100-
Cash and Non-Interest-Bearing Accounts-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,418,053$1,252,728▼ $165,325
Other Assets Total-$0-
Liabilities
Grants Payable$50,000$25,000▼ $25,000
Accounts Payable and Accrued Expenses$6,067--
Total Liabilities$56,067$25,000▼ $31,067
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,384,382$1,397,601▲ $13,219
Net Assets Without Donor Restrictions$-22,396$-169,873▼ $147,477
Total Net Assets Fund Balance$1,361,986$1,227,728▼ $134,258
Total Liabilities and Net Assets / Fund Balance$1,418,053$1,252,728▼ $165,325

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,319,524-▼ $160,993$54,030$1,092,584
2021$1,153,015$2,500▲ $224,535$48,035$1,319,524
2020$1,040,236-▲ $166,785$43,360$1,153,015
2019$841,607$3,750▲ $204,546-$1,040,236
2018$814,269$62,592▼ $26,363-$841,607
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Richard E BrownChair
John R HancockVice-chair
Becky TymchukDirector
Cheryl L CebulaDirector
Chris KarlinDirector
Elise BouneffDirector
Joan ReukaufDirector
Lisa M Fajardo-faustDirector
Stuart B AllenDirector
Trang SumpterDirector
Craig WanichekEx-officio Director
Jeff SumpterEx-officio Director
Linda W NavarroSecretary-treas
Revenue and Support

Revenue Composition

Contributions and Grants
$75,043
Program Service Revenue
$0
Investment Income
$25,162
Other Revenue
$10,442
All Other Contributions
$75,043
Change in Net Assets
$51,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,345
Other Expenses$28,517
Total Fundraising Expense$7,678
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$29,500--$29,500
Fees for Service Investment Mgmnt Fees-$11,917-$11,917
Fees for Services Other--$3,078$3,078
Fees for Services Accounting-$2,319-$2,319
Grants to Domestic Individuals$845--$845
Office Expenses-$492-$492
Other Expenses-$276$4,500$276
Travel-$146-$146
All Other Expenses--$100$100
Total Functional Expenses$30,345$20,839$7,678$58,862
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eastern Oregon UniversityLa Grande, OR-Promote Career Opp in Banking$15,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,940
Fundraising Direct Expenses$498
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed and approved by the board of directors prior to its filing.”

Form 990, Part VI, Section B, Line 12C

“On a form provided by the organization, persons covered by the conflict of interest policy annually disclose to or provide an update to the board chair their interests that could give rise to conflicts of interest. For each interest disclosed to the board chair, the chair will determine whether to (a) take no action, (b) assure full disclosure to the board of directors and other individuals covered by this policy, (c) ask the person to recuse from participation in related discussions or decisions within the organization, or (d) ask the person to resign from his or her position in the organization or if the person refuses to resign, they become subject to possible removal in accordance with the organization's removal procedures.”

Form 990, Part VI, Section C, Line 19

“The foundation's governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Oba Education Foundation
EIN
93-0910219
Phone
5035813522
Address
PO BOX 13429, SALEM, OR 97309

Signing Officer

Name
Linda W Navarro
Title
Secretary/Treasurer
Signed
2023-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda W Navarro
Formed
1985
Legal Domicile
Or
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
12

Preparer

Firm
Michelle a Pecora CPA Pc
Address
537 HIGH STREET SE, SALEM, OR 97301
Preparer
Michelle A Pecora
Phone
5037791902
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Provide funding to increase financial literacy and promote educational opportunities for Oregonians.”

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IRS990/OtherExpensesGrp/Desc1CREDIT CARD PROCESSING FEES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1871
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2318
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03750
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,252,728
Liabilities
$25,000
Net assets
$1,227,728
Revenue
$110,647
Expenses
$58,862
Net income
$51,785
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.09$1.51$0.10$0.09$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.11$1.36$0.11$0.16$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.03$1.23$0.11$0.06$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.06$1.36$0.10$0.07$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.09$1.14$0.10$0.09$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.07$0.99$0.05$0.06$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.04$0.81$0.05$0.08$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.04$0.86$0.09$0.04$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.07$0.72$0.20$0.03$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.08$0.51$0.57$0.12$0.45
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.06$0.01$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.05$0.05$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $1M-$5M nonprofits