INDEPENDENT BANKERS ASSOCIATION OF TEXAS: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- INDEPENDENT BANKERS ASSOCIATION OF TEXAS (EIN 75-1459906)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-12
- IRS object ID
- 202223169349300517
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-12T06:46:33-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742516372 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REYNOLDS & FRANKE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6850 AUSTIN CENTER BLVD SUITE 100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78731 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751459906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT BANKERS ASSOCIATION OF TEXAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDE | BusinessNameControlTxt |
| Phone | 5124746889 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 RIO GRANDE 100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787011683 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER WILLISTON VI | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 5124746889 | PhoneNum |
| Signature | 2022-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTOPHER | PersonFirstNm |
| Person Last | WILLISTON VI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD H REYNOLDS | PreparerPersonNm |
| PTIN | P00964479 | PTIN |
| Phone | 5122063141 | PhoneNum |
| Preparation | 2022-11-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER WILLISTON VI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 RIO GRANDE 100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787011683 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,536,028 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.IBAT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE AND PROTECT THE INTEREST OF INDEPENDENT BANKING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 49 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 49 | VotingMembersIndependentCnt |
| Total Employee | 31 | TotalEmployeeCnt |
| Total Volunteers | 85 | TotalVolunteersCnt |
| Total Gross UBI | $15,980 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $13,214 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $411,006 | PYContributionsGrantsAmt |
| CY Contributions Grants | $328,748 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,260,474 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,915,634 | CYProgramServiceRevenueAmt |
| PY Investment Income | $249,865 | PYInvestmentIncomeAmt |
| CY Investment Income | $759,778 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,418,571 | PYOtherRevenueAmt |
| CY Other Revenue | $1,507,633 | CYOtherRevenueAmt |
| PY Total Revenue | $4,339,916 | PYTotalRevenueAmt |
| CY Total Revenue | $5,511,793 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $200,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,428,947 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,722,982 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,396,648 | PYOtherExpensesAmt |
| CY Other Expenses | $1,973,557 | CYOtherExpensesAmt |
| PY Total Expenses | $3,825,595 | PYTotalExpensesAmt |
| CY Total Expenses | $4,897,039 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $514,321 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $614,754 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,294,232 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,396,649 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,316,177 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,528,082 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,978,055 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,868,567 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PRESENT THE VIEWS OF INDEPENDENT TEXAS BANKERS TO THE TEXAS AND U.S. LEGISLATURES, REGULATORY AUTHORITIES, AND TO THE PUBLIC TO PROMOTE AND PROTECT THE INTEREST OF INDEPENDENT BANKING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | CONVENTION: IBAT SPONSORS AN ANNUAL CONVENTION AND CONFERENCES EACH FALL FOR ITS MEMBERS. THE MEMBERS RECEIVE UPDATES ON CURRENT ECONOMIC, REGULATORY, AND MARKETING ISSUES FOR BANKING. THE CONVENTION ALLOWS MEMBERS TO INTERFACE WITH EACH OTHER, ASSOCIATION STAFF, AND VARIOUS BANKING AFFILIATED VENDORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOBBYING: IBAT MONITORS ALL STATE OF TEXAS AND FEDERAL LEGISLATION WHICH WOULD IMPOSE REGULATIONS AND/OR TAXES ON THE BANKS WITHIN TEXAS. BASED ON THE BOARD OF DIRECTORS AND THE REGULATORY LIAISON COMMITTEE'S DECISIONS, IBAT REPRESENTS ITS MEMBERSHIP POSITION ON PENDING LEGISLATION TO THE BILL COMMITTEE OR DIRECTLY TO VARIOUS LEGISLATORS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MAGAZINE: IBAT PUBLISHES A QUARTERLY MAGAZINE THROUGH IBAT MARKETING, WHICH IS SENT TO ALL MEMBERS AS A MEMBERSHIP BENEFIT. THE MAGAZINE INCLUDES ARTICLES ABOUT BANKS WITHIN TEXAS, UPCOMING EDUCATIONAL OPPORTUNITIES, THE CURRENT FEDERAL AND STATE REGULATORY ENVIRONMENT, AND OTHER ARTICLES RELATED TO BANKING IN TEXAS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 31 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 49 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 49 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | URSULA JIMENEZ | PersonNm |
| Phone | 5124746889 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 RIO GRANDE 100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (69 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| BRADLEY H TIDWELL | |||||||||
| IMMEDIATE PAST CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| THOMAS C SELLERS | |||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| KYLE IRWIN | |||||||||
| CHAIR-ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER C DOYLE | |||||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| KELLY BARCLAY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN DAVID BAKER | |||||||||
| DIRECTOR (SEPT-DEC) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN BASS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CINDY BLANKENSHIP | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRAD BURGESS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOE BURNETT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANNY BUTLER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS CANFIELD JR | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE FERNANDEZ | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| COREY R FLENCHER | |||||||||
| DIRECTOR (SEPT-DEC) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GABRIEL GUERRA | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TRACY HARRIS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DOAK HARTLEY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT HEITKAMP | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RUSTY HITT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIM KING | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SLOAN KUEHL | |||||||||
| DIRECTOR (SEPT-DEC) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FORREST LLOYD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RONNIE MILLER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILL MILLER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE MURPHY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CORY NEWSOM | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SAM NUNN | |||||||||
| DIRECTOR (MAR-DEC) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIM O'BRIEN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| VIC PIERSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVE RETZLOFF | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RODNEY RUTHART | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEANN SANCHEZ | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL SCAIEF | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD SCANIO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHY SMITH | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KINNAN STOCKTON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DOUG STREATER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT TEMPLE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| REED WILLIAMS | |||||||||
| DIRECTOR (SEPT-DEC) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROGER WILLIAMS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREG WILSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SAMMY YORK | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HAZEM AHMED | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JODY LEE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BYRON BEXLEY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAN FRANK | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICKY LEAL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JUSTIN STEINBACH | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROY THOMPSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RANDY GARCIA | |||||||||
| DIRECTOR (JAN-SEPT) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JULIE MAYRANT | |||||||||
| DIRECTOR (JAN-SEPT) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CLIFF MCCAULEY | |||||||||
| DIRECTOR (JAN-MAR) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GARY OWENS | |||||||||
| DIRECTOR (JAN-SEPT) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALAN RENFROE | |||||||||
| DIRECTOR (JAN-SEPT) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DARLA ROOKE | |||||||||
| DIRECTOR (JAN-SEPT) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER SMITH | |||||||||
| DIRECTOR (JAN-SEPT) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKEL WILLIAMSON | |||||||||
| DIRECTOR (JAN-SEPT) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| URSULA JIMENEZ | |||||||||
| CHIEF OPERATING OFFICER | 39.00 | Yes (X) | $187,452 | $6,164 | $38,797 | 1.00 | |||
| CHRISTOPHER WILLISTON VI | |||||||||
| PRESIDENT & CEO | 39.00 | Yes (X) | $278,804 | $11,116 | $50,411 | 1.00 | |||
| STEPHEN SCURLOCK | |||||||||
| DIRECTOR GOVERNMENT RELATIONS | 40.00 | $269,363 | $0 | $64,165 | Yes (X) | ||||
| CURTIS NELSON | |||||||||
| DIRECTOR OF MEMBERSHIP | 40.00 | $221,811 | $0 | $50,072 | Yes (X) | ||||
| JULIE COURTNEY | |||||||||
| PRESIDENT, IBAT SERVICES | 9.00 | $28,115 | $163,861 | $45,166 | 31.00 | Yes (X) | |||
| KAREN NEELEY | |||||||||
| GENERAL COUNSEL | 40.00 | $165,544 | $0 | $26,032 | Yes (X) | ||||
| CHRISTY BUSSEY | |||||||||
| DIRECTOR OF GROWTH & DEVELOPMENT | 31.00 | $155,363 | $44,423 | $27,137 | 9.00 | Yes (X) | |||
| SHAY IACOPENELLI | |||||||||
| DIRECTOR OF GROWTH & DEVELOPMENT | 12.00 | $104,631 | $46,273 | $19,177 | 28.00 | Yes (X) | |||
| MEREDYTH FOWLER | |||||||||
| LEGISLATIVE COUNSEL | 40.00 | $148,335 | $0 | $24,489 | Yes (X) | ||||
| CAROL TROY | |||||||||
| AGENCY MANAGER | 0.00 | $0 | $128,317 | $26,702 | 40.00 | Yes (X) | |||
| ESMERALDA GONZALES | |||||||||
| PRESIDENT, MAINSTREET (JAN-NOV) | 11.00 | $30,254 | $76,150 | $19,146 | 29.00 | Yes (X) | |||
| KELLY GOULART | |||||||||
| REGULATORY COMPLIANCE | 40.00 | $108,280 | $0 | $29,931 | 0.00 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,697,952 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $476,304 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $421,225 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CALTECH | |||||
| 940 ARROYO | SAN ANGELO | TX | 76903 | IT SERVICES | $206,637 |
| FREEMAN | |||||
| PO BOX 734596 | DALLAS | TX | 75373 | AV SERVICES | $101,279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $328,748 | AllOtherContributionsAmt |
| Total Contributions | $328,748 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| DUES | 900099 | $1,874,334 | $1,874,334 | |
| CONVENTION | 900099 | $720,223 | $720,223 | |
| LEGISLATIVE FUND | 900099 | $167,390 | $167,390 | |
| LEADERSHIP DIVISION | 900099 | $109,033 | $109,033 | |
| PUBLICATIONS REVENUE | 900099 | $24,500 | $24,500 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,154 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,174 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $15,980 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,915,634 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $750,013 | TotalRevenueColumnAmt |
| Exclusion | $750,013 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,483,350 | TotalRevenueColumnAmt |
| Exclusion | $1,483,350 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,762 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,762 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,762 | TotalRevenueColumnAmt |
| Exclusion | $21,762 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $34,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $24,235 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $9,765 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,765 | TotalRevenueColumnAmt |
| Exclusion | $9,765 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMPLIANCE FEE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,521 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,521 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,521 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,511,793 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,181,952 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $15,980 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,985,113 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,500 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,698,288 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,855 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,640 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,904 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,295 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,860 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,170 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,239 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,867 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,346 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,560 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,432 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,873 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,768 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,545 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,346 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| UBIT EXPENSE | $2,841 |
| SUBSCRIPTIONS | $53,114 |
| DUES/MEMBERSHIP | $23,447 |
| BAD DEBT | $14,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,004 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,897,039 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $885,161 | BOYAmt |
| EOY | $1,098,255 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,987 | BOYAmt |
| EOY | $350,303 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,525 | BOYAmt |
| EOY | $84,452 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,000 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,486 | BOYAmt |
| EOY | $93,934 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,126,333 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,441,796 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,768,219 | BOYAmt |
| EOY | $1,684,537 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,666 | BOYAmt |
| EOY | $3,666 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,085,188 | BOYAmt |
| EOY | $4,061,502 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,294,232 | BOYAmt |
| EOY | $7,396,649 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,284 | BOYAmt |
| EOY | $75,832 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $930,747 | BOYAmt |
| EOY | $1,039,985 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,146 | BOYAmt |
| EOY | $412,265 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,316,177 | BOYAmt |
| EOY | $1,528,082 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,978,055 | BOYAmt |
| EOY | $5,868,567 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,978,055 | BOYAmt |
| EOY | $5,868,567 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,294,232 | BOYAmt |
| EOY | $7,396,649 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $614,754 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $275,758 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $1,874,334 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $187,193 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $187,193 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $841,576 | AggregateReportedDuesNtcAmt |
| Taxable | -$654,383 | TaxableAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $245,921 | OtherCostOrOtherBasisAmt |
| Book Value | $245,921 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,224,231 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,224,459 | DepreciationAmt |
| Book Value | $999,772 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $332,432 | OtherCostOrOtherBasisAmt |
| Depreciation | $115,256 | DepreciationAmt |
| Book Value | $217,176 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,258,908 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,096,678 | DepreciationAmt |
| Book Value | $162,230 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,841 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,403 | DepreciationAmt |
| Book Value | $59,438 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,684,537 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTERCO. REC. - IBAT MKT., INC. | $1,239,333 |
| INTERCO. REC. - IBAT SERVICES | $296,777 |
| INTERCO. REC. - MAIN STREET | $318,392 |
| INTERCO. REC. - IBAT FINANCIAL SERVICES, INC. | $380,048 |
| CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES | $1,826,952 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,061,502 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EMPLOYEE BENEFIT PLAN PAYABLE | $175,079 |
| DEFERRED SALARY CONTINUATION PLAN BENEFIT | $237,186 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $412,265 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EXPLANATION: THE MOST SIGNIFICANT TAX POSITION OF THE ASSOCIATION IS ITS ASSERTION THAT IT IS EXEMPT FROM INCOME TAXES AND ITS DETERMINATION OF WHETHER ANY AMOUNTS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). THE INTERNAL REVENUE SERVICE (IRS) CONSIDERS THIS "BUSINESS INCOME" UNRELATED TO THE ASSOCIATION'S TAX EXEMPT STATUS. A PORTION OF THE PROFIT FROM THESE ACTIVITIES IS SUBJECT TO FEDERAL INCOME TAXES. FOR THE YEAR ENDED DECEMBER 31, 2021, IBAT ACCRUED FOR ESTIMATED UNRELATED BUSINESS INCOME TAXES DUE. FOR THE YEAR ENDED DECEMBER 31, 2020, IBAT HAD NO UNRELATED BUSINESS INCOME. ALL SIGNIFICANT TAX POSITIONS HAVE BEEN CONSIDERED BY MANAGEMENT AND IT HAS DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| TEXAS TECH FOUNDATION | ||||||||
| PO BOX 45025 | LUBBOCK | TX | 79409 | 756043842 | 501(C)(3) | $100,000 | $0 | DONATION TO BANKING SCHOOL |
| TEXAS A&M FOUNDATION | ||||||||
| 401 GEORGE BUSH DR | COLLEGE STATION | TX | 77840 | 742245072 | 501(C)(3) | $100,000 | $0 | DONATION TO BANKING SCHOOL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION MAKES UNRESTRICTED DONATIONS TO CHARITABLE ORGANIZATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER WILLISTON VI | ||||||||||||||
| PRESIDENT & CEO | $237,386 | $11,116 | $30,833 | $0 | $10,585 | $0 | $22,821 | $0 | $26,155 | $1,435 | $327,780 | $12,551 | $0 | $0 |
| STEPHEN SCURLOCK | ||||||||||||||
| DIRECTOR GOVERNMENT RELATIONS | $217,651 | $0 | $39,292 | $0 | $12,420 | $0 | $28,507 | $0 | $35,658 | $0 | $333,528 | $0 | $0 | $0 |
| CURTIS NELSON | ||||||||||||||
| DIRECTOR OF MEMBERSHIP | $183,972 | $0 | $24,625 | $0 | $13,214 | $0 | $20,920 | $0 | $29,152 | $0 | $271,883 | $0 | $0 | $0 |
| JULIE COURTNEY | ||||||||||||||
| PRESIDENT, IBAT SERVICES | $18,866 | $132,090 | $6,351 | $21,816 | $2,898 | $9,955 | $1,969 | $6,765 | $23,384 | $13,048 | $53,468 | $183,674 | $0 | $0 |
| URSULA JIMENEZ | ||||||||||||||
| CHIEF OPERATING OFFICER | $146,949 | $6,164 | $30,573 | $0 | $9,930 | $0 | $6,593 | $0 | $31,554 | $650 | $225,599 | $6,814 | $0 | $0 |
| CHRISTY BUSSEY | ||||||||||||||
| DIRECTOR OF GROWTH & DEVELOPMENT | $125,951 | $44,423 | $17,081 | $0 | $12,331 | $0 | $12,468 | $0 | $8,528 | $6,141 | $176,359 | $50,564 | $0 | $0 |
| KAREN NEELEY | ||||||||||||||
| GENERAL COUNSEL | $156,324 | $0 | $6,562 | $0 | $2,658 | $0 | $10,016 | $0 | $16,016 | $0 | $191,576 | $0 | $0 | $0 |
| MEREDYTH FOWLER | ||||||||||||||
| LEGISLATIVE COUNSEL | $139,898 | $0 | $8,382 | $0 | $55 | $0 | $8,393 | $0 | $16,096 | $0 | $172,824 | $0 | $0 | $0 |
| SHAY IACOPENELLI | ||||||||||||||
| DIRECTOR OF GROWTH & DEVELOPMENT | $104,631 | $38,639 | $0 | $6,250 | $0 | $1,384 | $6,275 | $0 | $7,187 | $5,715 | $118,093 | $51,988 | $0 | $0 |
| CAROL TROY | ||||||||||||||
| AGENCY MANAGER | $0 | $122,734 | $0 | $5,279 | $0 | $304 | $0 | $8,057 | $0 | $18,645 | $0 | $155,019 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE J: | FormAndLineReferenceDesc |
| Explanation | IBAT IS THE COMMON PAYMASTER FOR ITSELF AND ITS RELATED ENTITIES. AMOUNTS LISTED ON FORM 990, PART VII, SECTION A, COLUMN E AND SCHEDULE J, PART II, ROW II REPRESENT ALLOCATION OF SHARED PAYROLL EXPENSES TO IBAT'S RELATED ENTITIES. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE SCURLOCK | PersonNm |
| Relationship With Org | KEY EMPLOYEE | RelationshipWithOrgTxt |
| Loan Purpose | MEMBERSHIP FEE | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $20,000 | OriginalPrincipalAmt |
| Balance Due | $20,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | 0 | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $20,000 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | - MIKEL WILLIAMSON AND PETER SMITH - BUSINESS RELATIONSHIP - JOE KIM KING, VICTOR PIERSON, AND GARY OWENS - BUSINESS RELATIONSHIP - JOE KIM KING AND REED WILLIAMS - BUSINESS RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP ELIGIBILITY IS SUBJECT TO APPROVAL BY THE BOARD OF DIRECTORS AND PAYMENT OF THE REQUESITE DUES. MEMBERSHIP IS DIVIDED INTO FIVE CLASSES; ASSOCIATE, CORRESPONDENT ASSOCIATE, SUSTAINING MEMBER BANK, AFFILIATE, AND LEADERSHIP DIVISION. |
| FORM 990, PART VI, SECTION A, LINE 7A | AT EACH MEETING OF THE ASSOCIATION AND UPON EACH PROPOSAL PRESENTED AT SUCH MEETING EACH MEMBER OF THE ASSOCIATION IN GOOD STANDING SHALL BE ENTITLED TO ONE VOTE TO BE CAST BY ONE OF ITS OFFICERS OR DIRECTORS DESIGNATED BY SUCH MEMBER OR OTHERWISE AUTHORIZED. |
| FORM 990, PART VI, SECTION A, LINE 7B | ALL MEMBERS OF THE ASSOCIATION IN GOOD STANDING SHALL BE ENTITLED TO VOTE ON CHANGES TO BY-LAWS, ELECTION OF OFFICERS, ADDITION OF BOARD MEMBERS AND VARIOUS MANAGEMENT ITEMS. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT TAX RETURN WILL BE REVIEWED BY THE BUDGET, AUDIT, AND COMPENSATION COMMITTEE WITH THE TAX RETURN PREPARING CPA. THE BUDGET, AUDIT, AND COMPENSATION COMMITTEE WILL MAKE ANY CORRECTIONS AND APPROVE FOR FILING. A COPY OF THE RETURN WILL BE PROVIDED TO THE BOARD MEMBERS BEFORE FILING THE TAX RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER IS REQUIRED TO COMPLETE, SIGN, AND RETURN A DISCLOSURE POLICY AT THE BEGINNING OF EVERY YEAR. PERIODIC REMINDERS OCCUR AT BOARD MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION OF THE CEO IS DETERMINED BY THE BUDGET, AUDIT, AND COMPENSATION COMMITTEE. THE PROCESS FOR DETERMINING COMPENSATION INCLUDES A WRITTEN EMPLOYMENT CONTRACT, COMPENSATION STUDY, APPROVAL BY THE BUDGET, AUDIT AND COMPENSATION COMMITTEE AND THEN FINALLY BY THE EXECUTIVE COMMITTEE AND/OR THE BOARD OF DIRECTORS OF IBAT. THIS DECISION MAKING PROCESS IS DOCUMENTED IN THE BOARD MINUTES. COMPENSATION FOR KEY EMPLOYEES IS DETERMINED BY THE CEO AND REVIEWED BY THE BUDGET, AUDIT, AND COMPENSATION COMMITTEE. THE ORGANIZATION PARTICIPATES IN AN ASSOCIATION SALARY SURVEY THAT COMPARES POSITIONS TO THE SALARIES OF OTHER ASSOCIATIONS. THE SURVEY IS USED AS A BASIS FOR DETERMINING SALARY RANGE FOR EACH STAFF POSITION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH WRITTEN OR ORAL REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| MAIN STREET FOUNDATION | |||||||||
| 1700 RIO GRANDE ST STE 100 | AUSTIN | TX | 78701 | 742932297 | EDUCATIONAL DEVELOPMENT | TX | 501(C)(3) | LINE 10 | 0 |
| INDEPENDENT BANKERS ASSOCIATION OF TEXAS PAC | |||||||||
| 1700 RIO GRANDE ST STE 100 | AUSTIN | TX | 78701 | 742791631 | LEGISLATIVE ACTIVITIES | TX | 527 | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IBAT SERVICES INC | ||||||||||||
| 1700 RIO GRANDE ST STE 100 | AUSTIN | TX | 78701 | 742306778 | BANKING SERVICES | TX | INDEPENDENT BANKERS ASSOCIATION OF TEXAS | C | $2,017,915 | $1,483,739 | 1.00000 | Yes (1) |
| IBAT MARKETING INC | ||||||||||||
| 1700 RIO GRANDE ST STE 100 | AUSTIN | TX | 78701 | 742597021 | BANKING SERVICES | TX | INDEPENDENT BANKERS ASSOCIATION OF TEXAS | C | $327,735 | $362,044 | 1.00000 | Yes (1) |
| IBAT FINANCIAL SERVICES INC | ||||||||||||
| 1700 RIO GRANDE ST STE 100 | AUSTIN | TX | 78701 | 760311543 | INSURANCE | TX | INDEPENDENT BANKERS ASSOCIATION OF TEXAS | C | $581,343 | $865,441 | 1.00000 | Yes (1) |
| IBAT BOND TRUST | ||||||||||||
| 1701 RIO GRANDE STE 100 | AUSTIN | TX | 78701 | 746290508 | INSURANCE | TX | INDEPENDENT BANKERS ASSOCIATION OF TEXAS | T | $5,461 | $765,667 | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (16 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| IBAT FINANCIAL SERVICES | ||
| O | $358,210 | ACTUAL CASH |
| IBAT FINANCIAL SERVICES | ||
| N | $7,004 | ACTUAL CASH |
| IBAT FINANCIAL SERVICES | ||
| Q | $281 | ACTUAL CASH |
| IBAT MARKETING INC | ||
| O | $395,043 | ACTUAL CASH |
| IBAT MARKETING INC | ||
| N | $9,004 | ACTUAL CASH |
| IBAT MARKETING INC | ||
| Q | $2,005 | ACTUAL CASH |
| IBAT SERVICES INC | ||
| O | $362,207 | ACTUAL CASH |
| IBAT SERVICES INC | ||
| N | $23,246 | ACTUAL CASH |
| IBAT SERVICES INC | ||
| Q | $2,469 | ACTUAL CASH |
| IBAT SERVICES INC | ||
| L | $404,867 | ACTUAL CASH |
| IBAT SERVICES INC | ||
| F | $750,000 | ACTUAL CASH |
| MAIN STREET FOUNDATION | ||
| Q | $6,761 | ACTUAL CASH |
| MAIN STREET FOUNDATION | ||
| N | $16,511 | ACTUAL CASH |
| MAIN STREET FOUNDATION | ||
| O | $303,424 | ACTUAL CASH |
| IBAT BOND TRUST | ||
| O | $3,610 | ACTUAL CASH |
| IBAT PAC | ||
| L | $32,810 | ACTUAL CASH |