2023-09-13T16:27:58-05:00 2023-04-30 FORVIS LLP 1248 O STREET STE 1040 LINCOLN NE 685081461 990 2022-05-01 470248240 NEBRASKA BANKERS ASSOCIATION % RICHARD BAIER NEBR 4024741555 233 SOUTH 13TH STREET Suite 700 LINCOLN NE 68508 RICHARD BAIER PRESIDENT AND CEO 4024741555 2023-09-15 true RICHARD BAIER 999009999 KRISTIN TYNON P01063388 4024737600 2023-09-15 3 2022 2023-04-26 12:10:37Z RICHARD BAIER 233 SOUTH 13TH ST LINCOLN NE 68508 4819966 false X WWW.NEBANKERS.ORG X 1890 NE AS THE VOICE FOR THE NEBRASKA BANKING INDUSTRY, OUR MISSION IS TO PROVIDE EXTRAORDINARY SERVICE FOR EXTRAORDINARY MEMBERS. 26 26 28 150 1719271 0 0 0 4798356 4749923 28345 70043 0 0 4826701 4819966 0 75000 0 0 2369467 2543236 0 0 0 2119571 2308152 4489038 4926388 337663 -106422 5275821 7409037 721126 2502227 4554695 4906810 TO PROMOTE AND REPRESENT THE BANKING INDUSTRY IN THE STATE OF NEBRASKA, AND TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR INDIVIDUALS IN THE BANKING INDUSTRY. false false TO EDUCATE THE FINANCIAL SERVICES INDUSTRY BY OFFERING QUALITY, COST-EFFECTIVE EDUCATIONAL PROGRAMS AND PRODUCTS THROUGH A VARIETY OF DELIVERY FORMATS. TO ADVOCATE FOR PRO-BANKING AND PRO-BUSINESS POLICIES AND A LEGISLATIVE AND REGULATORY ENVIRONMENT SUPPORTIVE OF OUR MEMBER FINANCIAL INSTITUTIONS. TO ENHANCE AND SHOWCASE THE IMPORTANCE AND VALUE OF NBA MEMBERSHIP AND PROMOTE THE IMAGE OF THE NEBRASKA BANKING INDUSTRY. false false false true false false false false true true false false true true false false false false false false false false false false false false true false true false false false true false false false false false false false true true true false true 26 0 true 28 true false false false false false false false false false false false false X 26 26 false false false false true true true true true false false true true true true true true true true false X RICHARD BAIER 4024741555 233 SOUTH 13TH ST SUITE 700 LINCOLN NE 68508 X RICHARD BAIER PRESIDENT/TREASURER 38.0 7.0 X 308603 0 41840 RON ARRIGO EXECUTIVE VICE PRESIDENT 40.0 2.0 X 157096 0 36107 KATHRYN M BARKER BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 JOHN F KOTOUC BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 JILL DAVIS BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 KRISTA K HEISS BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 CORY A BERGT BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 NICHOLAS W BAXTER BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 JEFFREY T KANGER BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 CURTIS D HEAPY BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 BRANDON D MASON BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 AARON OTTEN BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 ZACHARY C HOLOCH BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 KEVIN D POSTIER BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 LYDELL L WOODBURY CHAIRMAN 1.0 1.0 X X 0 0 0 MARK K LINVILLE BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 KRISTEN MARSHALL-MASER BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 JAY R PRESTIPINO BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 JEREMY B MCHUGH BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 STEPHEN E STULL PAST CHAIRMAN 1.0 1.0 X X 0 0 0 LUKE M RICKERTSEN BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 RYNE D SEAMAN BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 TRAVIS A SEARS BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 KELLEY E TRAMBLY BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 NICHOLAS E VRBA BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 BRADLEY G KOEHN CHAIRMAN-ELECT 1.0 0.0 X X 0 0 0 ZAC C KARPF BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 ANDREW WITT BOARD OF DIRECTORS 1.0 0.0 X 0 0 0 ROBERT J HALLSTROM CORPORATE SECRETARY 1.0 0.0 X 0 0 0 465699 0 77947 2 false true false BRANDT HORAN HALLSTROM STILMOCK PO BOX 399 SYRACUSE NE 68410 LEGAL COUNSEL 454856 1 0 Education Programs 900099 1040624 930624 110000 Membership Dues 900099 1909143 1909143 Salaries, Benefits, & Other Expense Reim 900099 1428485 1428485 Office Rent Reimbursement 900099 155897 27332 128565 Other 900099 165126 112905 52221 50648 50648 4749923 70043 70043 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4819966 3030652 1719271 70043 X 75000 0 0 0 561488 0 1685140 116656 33769 146183 0 194913 22713 293487 0 0 24180 0 0 0 0 273963 30320 0 526579 0 0 110829 48894 Committee 80374 Meetings 54399 Marketing and Public Relations 217611 Equipment Rental & Maintenance 20240 409650 4926388 0 0 2224217 2386605 0 0 226362 240237 0 0 0 0 0 0 0 0 171028 203054 892218 324625 647286 567593 0 0 0 0 0 0 0 0 2006928 4011548 5275821 7409037 328646 394656 0 0 392480 313246 0 0 0 0 0 0 0 0 0 0 0 1794325 721126 2502227 X 4554695 4906810 0 0 4554695 4906810 5275821 7409037 X -106422 458537 X true X false true false false false true 1909143 293487 -211670 81817 267280 -185463 260000 300489 560489 160000 100000 260000 505000 10000 355000 160000 505000 0 505000 455000 50000 505000 1.00000 false false 547912 131720 416192 231773 133979 97794 112533 58926 53607 567593 Investment in Subsidiary 2431215 OTHER INVESTMENTS 34250 LEASE ASSET 1546083 4011548 0 LEASE LIABILITY 1794325 1794325 SCHEDULE D, PART V, LINE 4 A PORTION OF THE ORGANIZATION'S ENDOWMENT FUND HAS BEEN DESIGNATED AS A CAPITAL IMPROVEMENT FUND WHICH IS TO BE USED FOR THE FUTURE PURCHASE OF REAL ESTATE, EQUIPMENT, AND FURNITURE. Another PORTION OF THE ENDOWMENT FUND HAS BEEN DESIGNATED AS A TECHNOLOGY/WEBSITE ENHANCEMENT FUND WHICH IS TO BE USED FOR FUTURE TECHNOLOGY AND/OR WEBSITE EXPENSES. THE FINAL PORTION OF THE ENDOWMENT FUND HAS BEEN DESIGNATED AS THE WORKFORCE DEVELOPMENT CAMPAIGN FUND WHICH IS TO BE USED TO ENGAGE WITH STUDENTS AND YOUNG ADULTS WITH THE GOAL OF PROMOTING THE BANKING PROFESSION THROUGH EDUCATION AND INTERACTION. true NEBRASKA BANKERS ASSOCIATION FOUNDATION 233 SOUTH 13TH ST STE 7 LINCOLN NE 68508 470736003 501C3 75000 GENERAL PURPOSES 1 X X true true X X X X false false false RICHARD BAIER PRESIDENT/TREASURER 266583 32603 9417 21350 20490 350443 RON ARRIGO EXECUTIVE VICE PRESIDENT 125112 23720 8264 11621 24486 193203 FORM 990, SCHEDULE J, PART I, LINE 1A THE PERSONAL PORTION OF SOCIAL CLUB DUES PAID ON BEHALF OF THE PRESIDENT IS TREATED AS TAXABLE COMPENSATION. TRAVEL FOR SPOUSES OF ELECTED OFFICERS AND KEY STAFF IS PAID FOR WHEN THE SPOUSE HAS A LEGITIMATE BUSINESS REASON TO TRAVEL. AS SUCH, THESE AMOUNTS ARE TREATED AS NONTAXABLE. ROBERT J HALLSTROM SEE SCHEDULE O 461862 LEGAL AND LOBBYING SERVICES false FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO CLASSES OF MEMBERS: THE NEBRASKA FINANCIAL INSTITUTION MEMBERS AND ASSOCIATE MEMBERS. IN MAY 2016, THE ORGANIZATION ADDED THREE NEW ASSOCIATE MEMBER CLASSIFICATIONS: SERVICE PROVIDER, FINANCIAL AFFILIATE, AND EMERITUS MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE NEBRASKA BANKERS ASSOCIATION ELECT THE BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B ANY CHANGES TO THE ARTICLES OF INCORPORATION ARE APPROVED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PREPARED BY THE ORGANIZATION'S ACCOUNTING FIRM AND REVIEWED BY MANAGEMENT. CHANGES WERE MADE APPROPRIATELY, AND THE RETURN WAS THEN PROVIDED TO THE BOARD'S EXECUTIVE COMMITTEE FOR REVIEW. A COPY OF THE 990 WAS THEN MADE AVAILABLE TO THE ENTIRE BOARD OF DIRECTORS AFTER IT HAD BEEN REVIEWED BY THE EXECUTIVE COMMITTEE. ANY CHANGES IDENTIFIED BY THE EXECUTIVE COMMITTEE OR BOARD WERE MADE PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE POLICY IS REVIEWED AT EACH BOARD OF DIRECTORS MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE REVIEW OF COMPENSATION IS CONDUCTED BY THE NBA COMPENSATION COMMITTEE WHICH IS COMPRISED OF THE CURRENT YEAR'S EXECUTIVE COMMITTEE AND THE INCOMING EXECUTIVE COMMITTTEE. A COMPENSATION STUDY, STATE BANKERS ASSOCIATION COMPENSATION AND BENEFITS SURVEY - PEER REPORT, IS REVIEWED WHEN THEY MEET ANNUALLY IN FEBRUARY. THE MOST CURRENT COMPENSATION STUDY USED WAS CONDUCTED IN NOVEMBER OF 2017. BESIDES THE COMPENSATION STUDY, THE COMPENSATION COMMITTEE ALSO DISCUSSES ANY OTHER INFORMATION KNOWN TO THE EXECUTIVE COMMITTEE OF SIMILAR POSITIONS IN NEBRASKA AND NEIGHBORING AREAS. FORM 990, PART VI, SECTION B, LINE 15B THE SAME COMPENSATION PROCESS THAT IS USED IN DETERMINING THE CEO'S COMPENSATION IS ALSO UTILIZED IN DETERMINING THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES. IN ADDITION, THE SILVERSTONE COMPENSATION PLANNING BULLETIN IS USED IN DETERMINING COST OF LIVING RAISES FOR ALL STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 24E ALL OTHER EXPENSES Subscriptions 32,904 Staff Registration Fees 5,961 Audio Visuals 17,021 Postage and Shipping 10,901 Other Taxes 2,413 Supplies 15,664 Educational Expenses 65,227 Printing and Publications 21,346 Compliance Handbook 250 Auto Expenses 11,612 Meals 14,478 Telephone 34,163 Computer Supplies 90,632 Promotional 52,478 Computer Outsource 34,600 ---------- Total 409,650 FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS --------------------------- EQUITY IN EARNINGS OF SUBSIDIARY $458,537 FORM 990, PART VIII, LINE 2F ALL OTHER PROGRAM SERVICE REVENUE RELATED OR EXEMPT FUNCTION REVENUE EDUCATION REIMBURSEMENT 15,148 COMPLIANCE HANDBOOK 35,500 ---------- TOTAL 50,648 SCHEDULE L, PART VI, COLUMN B ROBERT J. HALLSTROM IS AN OFFICER OF NEBRASKA BANKERS ASSOCIATION, INC. AND A PARTNER IN BRANDT, HORAN, HALLSTROM & STILMOCK (LEGAL COUNSEL FOR THE ORGANIZATION). NEBRASKA BANKERS ASSOCIATION FOUNDATION 233 SOUTH 13TH STREET SUITE 7 LINCOLN NE 68508 470736003 SCHOLARSHIPS NE 501(C)(3) 7 NBA true KSNE BANKERS ASSOC SCHOOL OF BANKING 233 SOUTH 13TH STREET SUITE 7 LINCOLN NE 68508 237296165 EDUCATION NE 501(C)(3) 2 NBAKBA true NEBRASKA BANKERS FEDERAL PAC 233 S 13TH STREET SUITE 700 LINCOLN NE 68508 470625859 POLITICAL NE 527 NBA true NEBRASKA BANKERS STATE PAC 233 S 13TH STREET SUITE 700 LINCOLN NE 68508 470625857 POLITICAL NE 527 NBA true NEBRASKA BANKERS INSURANCE & SERVICES CO 233 SOUTH 13TH STREET SUITE 700 LINCOLN NE 68508 470639387 INS SERVICES NE NBA C CORP 3709153 3747292 1.00000 true true true false false false false false false false false false false true true false true false false NBISCO A 128565 FMV NBISCO O 106306 FMV NBISCO Q 1484400 FMV SCHOOL OF BANKING A 24279 FMV NEBRASKA BANKERS ASSOCIATION FOUNDATION B 75000 FMV