2020-11-13T15:23:44-06:00 2020-06-30 232324837 Smoker Smith & Associates PC 339 West Governor Road Hershey PA 17033 990 2019-07-01 230954926 Pennsylvania Bankers Association PENN 7172556938 3897 North Front Street Harrisburg PA 17110 Michelle L Staton Assistant Treasurer 7172556938 2020-11-12 1 Jori M Culp CPA P00452542 7175335154 2020-11-12 98.235.101.178 2020-11-12 15:14:10 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7F2805D467531D8867D19B5EB615E2FB668C6CAF 2019 2022-01-07 14:23:13Z J Duncan Campbell III 3897 North Front Street Harrisburg PA 17110 4358717 0 X www.pabankers.com X PA The Pennsylvania Bankers Association continues to be the leading financial services trade association, dedicated to strengthening institutions of all sizes through exceptional advocacy, education, leadership and member relations. 21 21 22 0 214719 144716 0 0 4597622 3506500 68729 85368 728876 766849 5395227 4358717 0 0 0 0 2633363 2834350 0 0 0 2300434 1807890 4933797 4642240 461430 -283523 5438105 5108975 2081448 2262924 3356657 2846051 The Pennsylvania Bankers Association continues to be the leading financial services trade association, dedicated to strengthening and providing value to institutions of all sizes through exceptional advocacy, education, leadership and member relations. 0 0 N/A 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 36 0 22 1 1 1 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X Annette Moshgat 7172556900 3897 North Front St Harrisburg PA 17110 Randall E Black Director 2.00 X 0 0 0 James V Dionise Director 2.00 X 0 0 0 Steven G Fisher Director 2.00 X 0 0 0 Robert J Glunk Director 2.00 X 0 0 0 Gregory T Hayes Director 2.00 X 0 0 0 Francis J Leto Director 2.00 X 0 0 0 David R Hunsicker Director 2.00 X 0 0 0 Philip H Johnson Director 2.00 X 0 0 0 Ronald J Seiffert Director 2.00 X 0 0 0 Wesley M Weymers Director 2.00 X 0 0 0 Carol A Myers Director 2.00 X 0 0 0 T Michael Price Director 2.00 X 0 0 0 Mark A Ritter Director 2.00 X 0 0 0 Blair T Rush Director 2.00 X 0 0 0 Daniel J Santaniello Director 2.00 X 0 0 0 Angie Sargent Director 2.00 X 0 0 0 J Bradley Scovill Director 2.00 X 0 0 0 Rebecca A Stapleton Director 2.00 X 0 0 0 Jeane M Vidoni Director 2.00 X 0 0 0 James Wang Director 2.00 X 0 0 0 Dale A Westwood Director 2.00 X 0 0 0 Elaine Woodland Director 2.00 X 0 0 0 J Duncan Campbell III President/CEO 40.00 X 391503 0 29526 Louise Rynd General Counsel 40.00 X 204057 0 18263 Cynthia Wallett SR VP Member Relations & P 40.00 X 180984 0 17149 Michelle L Staton SR VP Finance & Operations 40.00 X 170054 0 25040 Daniel Reisteter VP Government Relations 40.00 X 169125 0 16615 Jacqueline A Catalano VP Professional Developmen 40.00 X 109500 0 13911 Wayne R Whipple VP Business Development 40.00 X 102997 0 22001 1328220 0 142505 7 0 1 0 K&L Gates LLP 210 Sixth Avenue Pittsburgh PA 15222 Legal Services 172014 1 Membership Dues 900099 1968645 1968645 Seminars & Programs 900099 1527955 1527955 Convention 900099 9750 9750 Room Rental Income 900099 150 150 3506500 80668 80668 161716 16000 145716 4700 0 4700 4700 4700 Division Facilities 900099 511891 511891 Substantial Return Ben 611600 69003 69003 Miscellaneous 900099 24239 24239 605133 4358717 4063330 214719 80668 1036576 1222855 242999 193324 138596 11500 35290 321680 8618 14539 61847 198863 170528 97455 UBIT 30390 Education & Training 672768 Communications 70026 Bank & CC Fees 26663 87723 4642240 584822 1305528 3153546 2056476 86625 115567 169810 148345 2455063 1407578 1071287 1047485 372015 435574 5438105 5108975 54864 40559 701876 500351 1324708 1722014 2081448 2262924 X 3356657 2846051 3356657 2846051 5438105 5108975 X -283523 -227083 X X 0 1 X 1 0 0 0 1 1968645 321680 126267 447947 314983 132964 261500 261500 1602547 953330 649217 591016 454248 136768 1047485 Investment in Subsidiary 391884 Accrued Interest Receivable 43690 435574 350 Accrued Expenses & Withholdings 110 Liability for Pension Benefits 1721554 1722014 4427160 68443 68443 4358717 0 4358717 4937766 299651 299651 4638115 4125 4125 4642240 Part XI, Line 2d - Other Adjustments: Equity Income in Subsidiary 68,443. Part XII, Line 2d - Other Adjustments: Net Periodic Pension Costs 299,651. Part XII, Line 4b - Other Adjustments: Tax/Book Depreciation Adjustment 4,125. X X 1 1 X X X X X 0 0 0 J Duncan Campbell III President/CEO 324830 0 50000 0 16673 0 12600 0 16926 0 421029 0 0 0 Louise Rynd General Counsel 185369 0 17500 0 1188 0 9285 0 8978 0 222320 0 0 0 Cynthia Wallett SR VP Member Relations & P 162710 0 17500 0 774 0 8171 0 8978 0 198133 0 0 0 Michelle L Staton SR VP Finance & Operations 152140 0 17500 0 414 0 8114 0 16926 0 195094 0 0 0 Daniel Reisteter VP Government Relations 158351 0 10000 0 774 0 7637 0 8978 0 185740 0 0 0 Form 990, Part VI, Section A, line 6 The Organization is made up of member banks. Form 990, Part VI, Section A, line 7a Members of the organization elect the members of the governing body. Form 990, Part VI, Section A, line 7b Members vote at the annual meeting or by ballots. Form 990, Part VI, Section B, line 11b Management makes the Association's completed annual IRS Form 990 available to the Board for its review at least 7 days prior to filing it on the Association's behalf. Form 990, Part VI, Section B, line 12c A conflict of interest policy acknowledgement and disclosure form is completed and signed by the board of directors and senior staff of the organization. Form 990, Part VI, Section B, line 15 The personnel committee reviews and approves compensation for top officials and key employees. The committee relies on comparability data including expert compensation studies when determining and approving compensation for designated individuals. Form 990, Part VI, Section C, line 19 Governing documents are made available to the public upon request. Form 990, Part XI, line 9: Book to Tax Depr Adj 4,125. Net Periodic Pension Costs -299,651. Equity Income in Subsidiary 68,443. Part XII, Lince 2c The process has not changed from the previous year.