Civic Intelligence

Oba Education Foundation

990 • Fiscal year 2024 • EIN 93-0910219

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 29, 2025

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

49th percentile

0.05x

Higher debt load relative to assets than 49% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.88x

Higher debt load relative to revenue than 87% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

52nd percentile

5.2%

Higher net margin than 52% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

63rd percentile

9.2%

Faster asset growth than 63% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-5.8%

Faster revenue growth than 27% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$1,600,095

Up $135,224 (+9.2%) from 2023

Net Assets

Up

$1,513,150

Up $153,497 (+11%) from 2023

Liabilities

Down

$86,945

Down $18,273 (-17%) from 2023

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin52nd percentile

Revenue

Down

$99,264

Down $6,131 (-5.8%) from 2023

Expenses

Down

$94,088

Down $68,899 (-42%) from 2023

Net Income

Up

$5,176

Up $62,768 (+109%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2024

Assets$1,600,095
Liabilities$86,945
Net Assets$1,513,150
Open 2024 Filing

Operations Trend

Revenue Growth27th 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

2024

Revenue$99,264
Expenses$94,088
Net Income$5,176
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$99,264
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$1,260,939$1,365,053▲ $104,114
Savings and Temporary Cash Investments$199,776$229,069▲ $29,293
Pledges and Grants Receivable$2,756$5,248▲ $2,492
Prepaid Expenses and Deferred Charges$1,200$0▼ $1,200
Accounts Receivable$200$725▲ $525
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$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-
Total Assets$1,464,871$1,600,095▲ $135,224
Other Assets Total-$0-
Liabilities
Grants Payable$95,000$86,095▼ $8,905
Accounts Payable and Accrued Expenses$10,218$850▼ $9,368
Total Liabilities$105,218$86,945▼ $18,273
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,433,038$1,594,178▲ $161,140
Net Assets Without Donor Restrictions$-73,385$-81,028▼ $7,643
Total Net Assets Fund Balance$1,359,653$1,513,150▲ $153,497
Total Liabilities and Net Assets / Fund Balance$1,464,871$1,600,095▲ $135,224

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,260,939-▲ $175,909$58,382$1,365,053
2023$1,092,584-▲ $214,108$33,864$1,260,939
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
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Richard E BrownChair
John R HancockVice-chair
Becky TymchukDirector
Chris KarlinDirector
Elise BouneffDirector
Joan ReukaufDirector
Linda W NavarroDirector
Lisa M Fajardo-faustDirector
Neal MclaughlinDirector
Stuart B AllenDirector
Gordon ZimmermanEx-officio Director
Scott BruunSecretary/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$58,351
Program Service Revenue
$0
Investment Income
$33,530
Other Revenue
$7,383
All Other Contributions
$58,351
Change in Net Assets
$5,176
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$57,833
Other Expenses$36,255
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$56,333--$56,333
Fees for Service Investment Mgmnt Fees-$13,413-$13,413
Fees for Services Accounting-$4,684-$4,684
Fees for Services Other$2,335--$2,335
Grants to Domestic Individuals$1,500--$1,500
Other Expenses$4,297$467-$467
All Other Expenses-$356-$356
Office Expenses-$306-$306
Travel-$269-$269
Total Functional Expenses$64,465$29,623$0$94,088
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oregon State University FndtnCorvallis, OR-Promote Career Options in Banking$40,000
FinabilityPortland, OR-Virtual Class/website Sponsorship$7,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,383
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
Scott Bruun
Title
Secretary/treas
Signed
2025-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Bruun
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.”

Raw XML AppendixShowing 400 of 539 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt010218
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0850
IRS990/AccountsReceivableGrp/BOYAmt0200
IRS990/AccountsReceivableGrp/EOYAmt0725
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The 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.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt058351
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0356
IRS990/AllOtherExpensesGrp/TotalAmt0356
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0SCOTT BRUUN
IRS990/BooksInCareOfDetail/PhoneNum05035813522
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01149 COURT ST NE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SALEM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097301
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt058351
IRS990/CYGrantsAndSimilarPaidAmt057833
IRS990/CYInvestmentIncomeAmt033530
IRS990/CYOtherExpensesAmt036255
IRS990/CYOtherRevenueAmt07383
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt05176
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt094088
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt099264
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE 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 2024: 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 FINANCIAL BEGINNINGS, SE WORKS BANKWORK$, FINABILITY AND OTHERS. PROMOTED FINANCIAL EDUCATION INITIATIVES LIKE FINANCIAL LITERACY MONTH, GET SMART ABOUT CREDIT DAY AND TEACH CHILDREN TO SAVE DAY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01433038
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01594178
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt064465
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04684
IRS990/FeesForServicesAccountingGrp/TotalAmt04684
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02335
IRS990/FeesForServicesOtherGrp/TotalAmt02335
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt013413
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt013413
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD E BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm1BECKY TYMCHUK
IRS990/Form990PartVIISectionAGrp/PersonNm2STUART B ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm3GORDON ZIMMERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4LISA M FAJARDO-FAUST
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRIS KARLIN
IRS990/Form990PartVIISectionAGrp/PersonNm6LINDA W NAVARRO
IRS990/Form990PartVIISectionAGrp/PersonNm7NEAL MCLAUGHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm8SCOTT BRUUN
IRS990/Form990PartVIISectionAGrp/PersonNm9JOAN REUKAUF
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN R HANCOCK
IRS990/Form990PartVIISectionAGrp/PersonNm11ELISE BOUNEFF
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3EX-OFFICIO DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY/TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingGrossIncomeAmt07383
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsPayableGrp/BOYAmt095000
IRS990/GrantsPayableGrp/EOYAmt086095
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt056333
IRS990/GrantsToDomesticOrgsGrp/TotalAmt056333
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt099264
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt033530
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt033530
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01260939
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01365053
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01359653
IRS990/NetAssetsOrFundBalancesEOYAmt01513150
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt07383
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt07383
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0148321
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-73385
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-81028
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0306
IRS990/OfficeExpensesGrp/TotalAmt0306
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE SERVICES
IRS990/OtherExpensesGrp/Desc1SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc2CREDIT CARD PROCESSING FEES
IRS990/OtherExpensesGrp/Desc3BOARD EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11128
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2467
IRS990/OtherExpensesGrp/ProgramServicesAmt04297
IRS990/OtherExpensesGrp/TotalAmt09000
IRS990/OtherExpensesGrp/TotalAmt14297
IRS990/OtherExpensesGrp/TotalAmt21128
IRS990/OtherExpensesGrp/TotalAmt3467
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02756
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt05248
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01200
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0SCOTT BRUUN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt072055
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0122250
IRS990/PYInvestmentIncomeAmt025574
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt040737
IRS990/PYOtherRevenueAmt07766
IRS990/PYRevenuesLessExpensesAmt0-57592
IRS990/PYTotalExpensesAmt0162987
IRS990/PYTotalRevenueAmt0105395
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt05176
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0199776
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0229069
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt058351
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt072055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt075043
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt066934
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt070871
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0343254
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt033530
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt025574
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt025162
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt027413
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt028339
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0140018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt033530
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt025574
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt025162
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027413
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt028339
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0140018
IRS990ScheduleA/InvestmentIncomeCYPct00.28970
IRS990ScheduleA/InvestmentIncomePYPct00.29720
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.71030
IRS990ScheduleA/PublicSupportPY509Pct00.70280
IRS990ScheduleA/PublicSupportTotal509Amt0343254
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058351
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072055
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt075043
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt066934
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt070871
IRS990ScheduleA/Total509Grp/TotalAmt0343254
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt091881
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt097629
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0100205
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt094347
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt099210
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0483272
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt013413
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01260939
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01365053
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0175909
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt058382
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt011889
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01092584
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01260939
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0214108
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt033864
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt011917
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01319524
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01092584
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-160993
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt054030
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt012491
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01153015
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01319524
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0224535
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt048035
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt010646
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01040236
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01153015
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0166785
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt043360
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/RelatedOrgListSchRInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,600,095
Liabilities
$86,945
Net assets
$1,513,150
Revenue
$99,264
Expenses
$94,088
Net income
$5,176
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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