2016-01-13T07:26:55-06:00 2015-06-30 232324837 Smoker Smith & Associates PC 339 West Governor Road Hershey PA 17033 990 2014-07-01 230954926 Pennsylvania Bankers Association PENN 7172556938 3897 North Front Street Harrisburg PA 17110 J Duncan Campbell III President 7172556938 2016-01-13 1 Jori M Culp CPA P00452542 7175335154 2015-11-23 2014 2016-04-25 22:37:26Z J Duncan Campbell III 3897 North Front Street Harrisburg PA 17110 4825175 0 X www.pabanker.com X PA To support the financial services trade industry by providing volunteer participation, industry advocacy, education and member services. 21 21 21 0 227231 111042 0 0 4313355 4216552 13795 17137 405199 591486 4732349 4825175 0 0 0 0 2503023 2018708 0 0 0 2642605 2619644 5145628 4638352 -413279 186823 4312395 4043084 1675605 1784476 2636790 2258608 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 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 44 0 21 0 1 1 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 Craig W Best Director 2.00 X 0 0 0 Joseph B Bower Jr Director 2.00 X 0 0 0 Gerard A Champi Director 2.00 X 0 0 0 James V Dionise Director 2.00 X 0 0 0 David W Freeman Director 2.00 X 0 0 0 Patricia A Husic Director 2.00 X 0 0 0 Robert D Kane Jr Director 2.00 X 0 0 0 Michael E Kochenour Director 2.00 X 0 0 0 Brian H Lehman Director 2.00 X 0 0 0 Joseph W Major Director 2.00 X 0 0 0 William C Marsh Director 2.00 X 0 0 0 Christopher P McGill Director 2.00 X 0 0 0 Gerald A Nau Director 2.00 X 0 0 0 Nelson L Person Director 2.00 X 0 0 0 T Michael Price Director 2.00 X 0 0 0 Matthew P Prosseda Director 2.00 X 0 0 0 David E Raven Director 2.00 X 0 0 0 Patrick H Reilly Director 2.00 X 0 0 0 Carl L Ricker Director 2.00 X 0 0 0 Thomas J Sposito Director 2.00 X 0 0 0 J Donald Steele Jr Director 2.00 X 0 0 0 J Duncan Campbell III President/CEO 40.00 X 297805 0 33166 Daniel Reisteter VP Government Relations 40.00 X 148235 0 13810 Cynthia Wallett Sr VP Member Relations & Professional Development 40.00 X 119964 0 12755 Louise Rynd General Counsel 40.00 X 167199 0 8069 Barbara Holbert VP Professional Development 40.00 X 134969 0 3622 868172 0 71422 5 1 1 0 K&L Gates LLP 210 Sixth Avenue Pittsburgh PA 15222 Legal Services 133361 1 Membership Dues 900099 1914987 1914987 Seminars and Programs 900099 1775027 1775027 Convention 900099 525503 525503 Room Rental Income 900099 1035 1035 4216552 17137 17137 128042 16000 112042 Division Facilities 900099 333942 333942 Substantial Return Ben 611600 115189 115189 Miscellaneous 900099 14313 14313 463444 4825175 4580807 227231 17137 939594 768843 57668 141360 111243 11940 31805 340670 30346 35787 15041 192134 588845 130170 Education & Training 876574 Communications 129393 Member Service Programs 87113 Miscellaneous Governmen 38437 111389 4638352 623903 431688 1851358 1851358 97673 63156 3465 2070 106119 136800 2937288 1686777 1335934 1250511 293943 307501 4312395 4043084 552972 141597 332853 347029 789780 1295850 1675605 1784476 X 2634782 2258608 2008 0 2636790 2258608 4312395 4043084 X 186823 -565005 X X 0 1 X 1 0 0 0 0 1914987 340670 58762 399432 210649 188783 261500 261500 1474460 705686 768774 1071109 901750 169359 130219 79341 50878 1250511 Accrued Interest Receivable 18457 Investment in Subsidiary 289044 307501 Accrued Expenses & Withholdings 836 Liability for Pension Benefits 1268458 UBIT Payable 26556 1295850 4829825 4650 4650 4825175 0 4825175 5205999 613494 613494 4592505 45847 45847 4638352 Part XI, Line 2d - Other Adjustments: Equity Income in Subsidiary 4,650. Part XII, Line 2d - Other Adjustments: Net Periodic Pension Costs 613,494. Part XII, Line 4b - Other Adjustments: Tax/Book Depreciation Adjustment 45,847. X X 1 1 X X X X X 1 0 0 J Duncan Campbell III President/CEO 287000 0 0 0 10805 0 18700 0 14466 0 330971 0 0 0 Daniel Reisteter VP Government Relations 142996 0 0 0 5239 0 6485 0 7325 0 162045 0 0 0 Louise Rynd General Counsel 166325 0 0 0 874 0 7485 0 584 0 175268 0 0 0 Barbara Holbert VP Professional Development 65714 0 0 0 69255 0 2988 0 634 0 138591 0 0 0 Part I, Line 4a Barbara Holbert - Severance Pay $54,097 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 11 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 -613,494. Equity Income in Subsidiary 4,650. Tax/Book Depreciation Adjustment 45,847. Net Assets Released from Restriction -2,008. Form 990, Part XII, Line 2c: The process has not changed from the previous year.