irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $0PROVIDING INFORMATION ABOUT COMMUNITY BANKING TO THE PUBLIC AND REPRESENTATION TO COMMUNITY BANKS IN LEGISLATIVE AND REGULATORY AFFAIRS.
named programs · 2 · from sources
What they call their work
Legislative and Regulatory Representation
Advocates on behalf of community banks in legislative and regulatory affairs at the state and federal levels
Professional Instruction and Guidance
Provides training, resources, and guidance to member banks on relevant professional topics including compliance, risk management, and technology
activities · 5 groups
What they do
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Industry Advocacy and Regulatory Engagement 1 activity
- Advocacy and representation in legislative and regulatory mattersRepresents community banks in New York State before legislative and regulatory bodies, providing ongoing advocacy on state and federal issues affecting community banking. Distributes timely updates through newsletters, web content, and direct mailings.
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Professional Certification and Continuing Education 1 activity
- Delivers ongoing educational programming and professional developmentSponsors regular educational webinars, certification programs, and continuing professional education (CPE) for member banks, registered through NASBA. Requires annual CPE to maintain certification and provides technical assistance via video programming.
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Labor-Backed Candidate Endorsements & Electoral Support 1 activity
- Funds political contributions and supports election campaignsMaintains a program to fund state political contributions outside the regular organizational budget and supports candidates who advocate for community-based banking and a favorable business climate for independent banks in New York.
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Professional Networking Events 1 activity
- Hosts educational conferences, seminars, and networking eventsOrganizes and delivers live and livestreamed educational events, including annual conventions, institutes, and seminars on topics such as CRA compliance, BSA/AML, loan review, fraud prevention, and technology management for community banking professionals.
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Organizational Newsletter Production and Distribution 1 activity
- Provides public information about community bankingProduces and shares informational content about community banking with the public through newsletters, e-newsletters, and public outreach to enhance understanding of the sector.
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financials · form 990 · fy2024
revenue
Total revenue$895K
Contributions & grants$00%
Program service revenue$706K79%
Investment income$28K3%
Other revenue$160K
expenses
Total expenses$837K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$432K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$805K
Cash$761K
Investments$0
Liabilities$41K
Net assets$764K
Liquid reserves10.9 mo
6 years on record · 2019–2024 · YoY revenue +3.0%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 1
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| JOHN J WITKOWSKI | PRESIDENT & CEO | 40 | $271K |
board members · 16
- CARLOS NAUDON — DIRECTOR
- CHRIS DOWD — DIRECTOR
- COLLEEN YOUNG — DIRECTOR
- DAVE DEMARCO — DIRECTOR
- JOHN BALLI — DIRECTOR
- JOHN BUHRMASTER — DIRECTOR
- JOSEPH VITALE — DIRECTOR
- KELLY WADE — SECRETARY/TREASURER
- MARK LAVARNWAY — CHAIR
- PAUL MELLO — DIRECTOR
- PHILLIP PECORA — IMMEDIATE PAST CHAIR
- ROBERT FISHER — DIRECTOR
- STEPHEN GOBEL — DIRECTOR
- STEVEN WOODARD — DIRECTOR
- THOMAS AMELL — DIRECTOR
- TIM DICKEY — VICE-CHAIR
relationships · 45
Who they work with
- Accume Partners Partner — Provides internal audit, regulatory compliance, and risk management services to member banks
- Acture Solutions, Inc. Partner — Provides IT services, cybersecurity, and cloud solutions to member banks
- Agri-Access Partner — Provides wholesale financing for agriculture and natural resource sectors to lending partners
- Albany Government — Association is located in and engages with state government in Albany.
- Altitude Partner — Offers turnkey facility design and construction services tailored to financial institutions
- American Bankers Association Network — Linked as an affiliated national organization
- Anthony Cole Training Group, LLC Partner — Provides banking sales training to help community banks develop relationship managers
- Associate Members Partner — Organizations that provide services to independent community banks as part of the associate member network.
- Atlantic Community Bankers Bank Partner — Provides correspondent banking services to community banks
- BHG Financial Partner — Provides loan solutions that community banks can purchase for interest income and diversification
- Bankers Cooperative Group Partner — Helps banks control employee benefits costs
- Brean Capital Partner — Offers fixed income sales, trading, strategy, investment banking, and loan facilitation services
- Breezy Risk Partner — Provides independent risk advisory services including policy audits and coverage gap analysis
- CBIZ Partner — Provides professional services including accounting, tax, advisory, benefits, insurance, and technology to organizations
- CEIS REVIEW Partner — Provides loan review programs, due diligence assessments, portfolio stress testing, and credit policy reviews
- COCC Partner — Provides banking technology and support services
- DataSure24 Partner — Provides managed security services including 24/7 SOC monitoring, cybersecurity assessments, and business continuity
- EPG, Incorporated Partner — Provides asset liability management and investment advisory services to community banks
- FDIC Government — Provides regulatory resources and guidance to member banks.
- FEDERAL HOME LOAN BANK OF NEW YORK Government — Provides wholesale liquidity to member community lenders in New York and surrounding regions
- FREED MAXICK CPAS, P.C Partner — Provides CPA, internal audit, and tax services to financial institutions
- Federal Deposit Insurance Corporation Government — Linked as a federal regulatory and insurance agency
- Federal Reserve Government — Linked as a federal banking and monetary authority
- Federal Reserve Bank of New York Government — Linked as a regional Federal Reserve Bank
- Federal Trade Commission Government — Linked as a federal consumer protection and antitrust agency
- Firley, Moran, Freer & Eassa, CPA, P.C. Partner — Provides financial statement audits, internal audit, and compliance services to financial institutions
- GENESIS PPG Partner — Provides merchant services including credit card processing, POS, and e-commerce solutions
- Greenberg Traurig Partner — Provides legislative counsel services through Elizabeth Garvey, who is affiliated with the firm
- Harris Beach Murtha Cullina PLLC Partner — Legal services provider to financial institutions (implied by name and context)
- House Committee on Financial Services Government — Linked as a congressional committee with jurisdiction over financial institutions
+ 15 more
strategies · 3
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Advocacy for Local Economic Impact via Deposit Recyclingmethodology: local_deposit_recyclingBy promoting the recycling of local deposits into local loans, the organization stimulates community economic growth because capital retention within the community strengthens regional development and financial self-sufficiency.
- Exclusive Representation in Legislative and Regulatory Advocacymethodology: exclusive_representationBy advocating exclusively for independent community banks in legislative and regulatory arenas, the organization amplifies their collective voice to shape policies that support local financial needs, because focused representation increases political efficacy and policy influence.
- Member Capacity Building through Education and Certificationmethodology: competency-based_certificationBy delivering competency-based training and certification using national experts, the organization improves member bank performance and compliance, because validated learning ensures operational excellence and regulatory adherence.