2019-12-05T14:08:26-06:00 2019-06-30 232324837 Smoker Smith & Associates PC 339 West Governor Road Hershey PA 17033 990 2018-07-01 230954926 Pennsylvania Bankers Association PENN 7172556938 3897 North Front Street Harrisburg PA 17110 Michelle L Staton Assistant Treasurer 7172556938 2019-11-25 1 Jori M Culp CPA P00452542 7175335154 2019-11-25 173.67.130.10 2019-11-25 13:34:19 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 23F7D5AAD78F2F4F79B42390732BF66CA89FF846 2018 2020-04-17 16:48:07Z J Duncan Campbell III 3897 North Front Street Harrisburg PA 17110 5395227 0 X www.pabanker.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 21 0 252219 142999 0 0 4479563 4597622 31831 68729 766624 728876 5278018 5395227 0 0 0 0 2688828 2633363 0 0 0 2546287 2300434 5235115 4933797 42903 461430 4696228 5438105 1471133 2081448 3225095 3356657 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 28 0 21 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 Gary C Beilman 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 James R Hoehn 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 Joseph W Major Director 2.00 X 0 0 0 Michael A Mooney 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 J Duncan Campbell III President/CEO 40.00 X 365947 0 28679 Louise Rynd General Counsel 40.00 X 192255 0 10027 Cynthia Wallett Sr VP Member Relations & P 40.00 X 169970 0 15248 Michelle L Staton SR VP Finance & Operations 40.00 X 155968 0 23774 Daniel Reisteter VP Government Relations 40.00 X 167747 0 13154 Jacqueline A Catalano VP Professional Development 40.00 X 100683 0 12047 1152570 0 102929 6 0 1 0 K&L Gates LLP 210 Sixth Avenue Pittsburgh PA 15222 Legal Services 175038 1 Membership Dues 900099 2098686 2098686 Seminars & Programs 900099 1848653 1848653 Convention 900099 649683 649683 Room Rental Income 900099 600 600 4597622 64729 64729 159999 16000 143999 4000 0 4000 4000 4000 Division Facilities 900099 431454 431454 Substantial Return Ben 611600 108220 108220 Miscellaneous 900099 29203 29203 568877 5395227 5078279 252219 64729 961868 1157277 158591 219576 136051 2130 33967 320643 14137 20410 55333 205630 504265 118235 UBIT 29752 Education & Training 784920 Communications 64718 Staff Expense 40444 105850 4933797 829645 584822 2251916 3153546 59708 86625 924 0 131913 169810 2596146 1524859 1154700 1071287 267422 372015 4696228 5438105 57398 54864 570428 701876 843307 1324708 1471133 2081448 X 3225095 3356657 3225095 3356657 4696228 5438105 X 461430 -329868 X X 0 1 X 1 0 0 0 1 2098686 320644 141413 462057 335790 126267 261500 261500 1602547 895931 706616 732099 628928 103171 1071287 Investment in Subsidiary 323441 Accrued Interest Receivable 48574 372015 4856 Accrued Expenses & Withholdings 116 Liability for Pension Benefits 1319736 1324708 5479152 83925 83925 5395227 0 5395227 5347590 413793 413793 4933797 0 4933797 Part XI, Line 2d - Other Adjustments: Equity Income in Subsidiary 83,925. Part XII, Line 2d - Other Adjustments: Tax/Book Depreciation Adjustment 695. Net Periodic Pension Costs 413,098. X X 1 1 X X X X X 0 0 0 J Duncan Campbell III President/CEO 309738 0 40000 0 16209 0 12375 0 16304 0 394626 0 0 0 Louise Rynd General Counsel 179067 0 12000 0 1188 0 8750 0 1277 0 202282 0 0 0 Cynthia Wallett Sr VP Member Relations & P 157196 0 12000 0 774 0 7674 0 7574 0 185218 0 0 0 Michelle L Staton SR VP Finance & Operations 143698 0 12000 0 270 0 7470 0 16304 0 179742 0 0 0 Daniel Reisteter VP Government Relations 153732 0 7500 0 6515 0 5580 0 7574 0 180901 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 -695. Net Periodic Pension Costs -413,098. Equity Income in Subsidiary 83,925. Form 990, Part XII, Line 2c: The process has not changed from the previous year.