2017-11-14T07:11:58-06:00 2017-06-30 232324837 Smoker Smith & Associates PC 339 West Governor Road Hershey PA 17033 990 2016-07-01 230954926 Pennsylvania Bankers Association PENN 7172556938 3897 North Front Street Harrisburg PA 17110 J Duncan Campbell III President 7172556938 2017-11-14 1 Jori M Culp CPA P00452542 7175335154 2017-11-10 173.67.130.10 2017-11-14 07:07:39 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 23F7D5AAD78F2F4F79B42390732BF66CA89FF846 2016 2021-01-29 14:40:06Z J Duncan Campbell III 3897 North Front Street Harrisburg PA 17110 5161942 0 X www.pabanker.com X PA To support the financial services trade industry by providing volunteer participation, industry advocacy, education and member services. 22 22 22 0 242233 117349 25000 0 4284603 4432533 19328 20821 646363 708588 4975294 5161942 0 0 0 0 2496406 2816817 0 0 0 2449332 2275354 4945738 5092171 29556 69771 4213316 4519480 3005601 1722823 1207715 2796657 To support the financial services trade industry by providing volunteer participation, industry advocacy, education and member services. 0 0 N/A 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 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 44 0 22 0 1 1 0 0 0 0 0 X 22 22 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 Marcie A Barber Director 2.00 X 0 0 0 Joseph B Bower Jr Director 2.00 X 0 0 0 Ira A Brown Director 2.00 X 0 0 0 Raymond J Ceccotti Director 2.00 X 0 0 0 Scott B Daum Director 2.00 X 0 0 0 James V Dionise Director 2.00 X 0 0 0 Aaron L Groff Jr Director 2.00 X 0 0 0 James R Hoehn Director 2.00 X 0 0 0 Robert D Kane Jr Director 2.00 X 0 0 0 Jeffrey J Kapsar Director 2.00 X 0 0 0 Joseph W Major Director 2.00 X 0 0 0 Christopher A Martin Director 2.00 X 0 0 0 Christopher P McGill 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 Christopher A Nardo Director 2.00 X 0 0 0 Gerald A Nau Director 2.00 X 0 0 0 Jennifer A Roxbury Director 2.00 X 0 0 0 David S Runk Director 2.00 X 0 0 0 J Bradley Scovill Director 2.00 X 0 0 0 Thomas J Sposito Director 2.00 X 0 0 0 Wesley M Weymers Director 2.00 X 0 0 0 J Duncan Campbell III President/CEO 40.00 X 317710 0 35015 Daniel Reisteter VP Government Relations 40.00 X 157290 0 15309 Louise Rynd General Counsel 40.00 X 178236 0 16046 Luke Bernstein Sr VP External Relations 40.00 X 164548 0 23920 Cynthia Wallett Sr VP Member Relations & P 40.00 X 143598 0 14980 Michelle L Staton SR VP Finance & Operations 40.00 X 125256 0 22075 1086638 0 127345 6 0 1 0 K&L Gates LLP 210 Sixth Avenue Pittsburgh PA 15222 Legal Services 154450 1 Membership Dues 900099 1982178 1982178 Seminars and Programs 900099 1796040 1796040 Convention 900099 651760 651760 Room Rental Income 900099 2555 2555 4432533 20821 20821 134349 16000 118349 Division Facilities 900099 422179 422179 Substantial Return Ben 611600 123884 123884 Miscellaneous 900099 28176 28176 574239 5161942 4898888 242233 20821 908074 1202053 384894 178515 143281 15976 32657 268791 21977 13771 24359 187495 551745 76553 UBIT 29016 Education & Training 837720 Member Relations Progra 58975 Communications 52033 104286 5092171 696553 828275 1750000 1950854 128931 66530 1035 980 164192 190027 3086571 1897624 1147247 1188947 325358 293867 4213316 4519480 153083 57121 359689 499110 2492829 1166592 3005601 1722823 X 1207715 2796657 1207715 2796657 4213316 4519480 X 69771 1519171 X X 0 0 0 0 0 0 1982178 268791 239481 508272 317148 191124 261500 261500 1560797 789240 771557 1264274 1108384 155890 1188947 Accrued Interest Receivable 20965 Investment in Subsidiary 272902 293867 Accrued Expenses & Withholdings 1533 Liability for Pension Benefits 1165059 1166592 Part XI, Line 2d - Other Adjustments: Equity Income in Subsidiary Part XII, Line 2d - Other Adjustments: Net Periodic Pension Costs Tax/Book Depreciation Adjustment X X 1 1 X X X X X 0 0 0 J Duncan Campbell III President/CEO 277986 0 30000 0 9724 0 18925 0 16090 0 352725 0 0 0 Daniel Reisteter VP Government Relations 144849 0 7500 0 4941 0 6815 0 8494 0 172599 0 0 0 Louise Rynd General Counsel 167462 0 10000 0 774 0 8133 0 7913 0 194282 0 0 0 Luke Bernstein Sr VP External Relations 154386 0 10000 0 162 0 7830 0 16090 0 188468 0 0 0 Cynthia Wallett Sr VP Member Relations & P 132824 0 10000 0 774 0 6486 0 8494 0 158578 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: Net Periodic Pension Costs 1,576,456. Equity Income in Subsidiary -31,479. Tax/Book Depreciation Adjustment -25,806. Form 990, Part XII, Line 2c: The process has not changed from the previous year.