2025-11-17T14:33:59-06:00 2024-12-31 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2024-01-01 863843865 NATIONAL BANKERS COMMUNITY ALLIANCE INC NATI 2025885432 1513 P STREET WASHINGTON DC 20005 NICOLE ELAM EXECUTIVE DIRECTOR 2025885432 2025-11-17 1 0 PAMELA GRAY P01237506 4105840060 2024 2025-03-06 01:10:19Z NICOLE ELAM 1513 P STREET WASHINGTON DC 20005 3007556 0 X N/A X 2021 DC SUPPORT THE NATIONAL BANKERS ASSOCIATION VIA PROGRAMS & SERVICES TO CUSTOMERS/COMMUNITIES OF MINORITY DEPOSITORY INSTITUTIONS. 6 6 14 6 0 0 1577736 2425000 0 0 11823 78896 134500 503660 1724059 3007556 0 0 0 0 1455120 1433948 0 0 0 892148 1967083 2347268 3401031 -623209 -393475 11522199 11101724 272419 245419 11249780 10856305 X TO SUPPORT THE NATIONAL BANKERS ASSOCIATION BY PROVIDING EDUCATIONAL PROGRAMS & SERVICES TO CUSTOMERS AND COMMUNITIES OF MINORITY DEPOSITORY INSTITUTIONS. 0 0 2393165 MDI CONNECTTECH - NBCA IN COLLABORATION WITH THE ALLIANCE FOR INNOVATIVE REGULATION (AIR) AND WITH SUPPORT FROM CITI FOUNDATION'S COMMUNITY FINANCE INNOVATION FUND, MDI CONNECTTECH ASSISTS MINORITY-OWNED AND OPERATED BANKS IN THEIR JOURNEY TOWARDS MODERNIZATION AND DIGITAL TRANSFORMATION. THIS PROGRAM ENABLES MDIS TO DEVELOP AND INTEGRATE TECHNOLOGY SOLUTIONS TO STREAMLINE OPERATIONS, EXPAND THEIR CUSTOMER BASE, AND ENHANCE ENGAGEMENT THROUGH DIGITAL CHANNELS. 76950 OUR MONEY MATTERS (OMM) IS A FREE ONLINE TOOL DESIGNED TO DEVELOP, SUPPORT, AND SCALE ACCESS TO FINANCIAL EDUCATION AND SOUND FINANCIAL PRACTICES FOR MEMBERS OF UNDER-SERVED COMMUNITIES. 526550 FINANCIAL WELLNESS - THE OUR MONEY MATTERS (OMM) FINANCIAL WELLNESS DIGITAL PLATFORM REPRESENTS AN OPPORTUNITY TO CONNECT THE WORK OF MDIS IN DELIVERING FINANCIAL PRODUCTS AND SERVICES TO UNDERSERVED COMMUNITIES. DEVELOPED BY HBCU COMMUNITY DEVELOPMENT ACTION COALITION (HBCU CDAC), THE OMM INITIATIVE AND ITS DIGITAL PLATFORM EMPOWERS AND SUPPORTS PARTICIPANTS IN COMMUNITIES AND EDUCATIONAL SETTINGS TO ACQUIRE KNOWLEDGE, BUILD HABITS, AND ACCESS FINANCIAL LITERACY EDUCATION AND PERSONAL FINANCE TOOLS AND RESOURCES. THE OMM/NBCA PILOT INITIATIVE ("THE PILOT") CONNECTED FINANCIAL WELLNESS PROGRAMMING TO FINANCIAL PRODUCT AND SERVICE DELIVERY THAT ADDRESSES THE RACIAL WEALTH GAP. 115301 WINDWARD FUND - CLIMATE LENDING IS TO SUPPORT THE MDIS'ABILITY TO FUND CLIMATE CHANGE ADAPTATION, MITIGATION, AND RESILIENCE PROJECTS. 59770 VISA INTERNATIONAL - GRANT FUNDS TO SUPPORT THE PLANNING PHASE OF THE B.O.S.S (BACK-OFFICE SUPPORT SYSTEMS) TANK - A MULTI-MILLION, MULTI-YEAR INITIATIVE AIMED AT SMALL BUSINESSES IN THE DC AREA. THE GRANT WILL BE FOCUSED ON THREE KEY OBJECTIVES: FINALIZE THE DESIGN AND STRATEGIC PLAN FOR THE B.O.S.S TANK INITIATIVE; DEVELOP A PLAYBOOK ON HOW MDIS AND PHILANTHROPY CAN COLLABORATE TO STRENGTHEN INCLUSIVE ENTREPRENEURSHIP; DEVELOP A FRAMEWORK FOR HOW FUNDS GENERATED FROM $100M IN ESG BONDS WILL BE ALLOCATED TOWARD STRENGTHENING SMALL BUSINESSES. 175071 3171736 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 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 1 0 0 0 1 7 0 1 14 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 1 1 0 X NICOLE ELAM 2025885432 1513 P STREET WASHINGTON DC 20005 ROBERT JAMES II CHAIRMAN 1.00 1.00 X X 0 0 0 PATRICK COOPER VICE CHAIR 1.00 1.00 X X 0 0 0 ARON BETRU SECRETARY 1.00 1.00 X X 0 0 0 EVELYN SMALLS TREASURER 1.00 1.00 X X 0 0 0 TRAVIS KIYOTA AT-LARGE 1.00 1.00 X 0 0 0 JAMES BALLENTINE AT-LARGE 1.00 1.00 X 0 0 0 NICOLE ELAM EXECUTIVE DIRECTOR 20.00 35.00 X 117350 405461 0 CHRISTOPHER J WHITE DEPUTY EXECUTIVE DIRECTOR 25.00 40.00 X 175587 0 0 ANTHONY BARR DIRECTOR OF RESEARCH AND IMPACT 25.00 40.00 X 103528 0 0 396465 405461 0 3 0 1 0 CORNERSTONE ADVISORS OF ARIZONA LLC 7272 INDIAN SCHOOL RD STE 400 SCOTTSDALE AZ 85251 CONSULTING 515736 1 2425000 2425000 78896 78896 CORPORATE PARTNERSHIP 900099 503660 503660 503660 3007556 0 0 582556 X 396465 368111 28354 987809 917163 70646 49674 46121 3553 52355 48475 3880 31589 29248 2341 575281 532652 42629 51804 51804 23197 23197 2891 2891 OTHERS 1074935 1074935 RESEARCH IMPACT 155031 155031 3401031 3171736 229295 0 5277103 9407114 1000000 1051918 5025000 551660 220096 91032 11522199 11101724 272419 245419 272419 245419 X 2215057 10856305 9034723 0 11249780 10856305 11522199 11101724 -393475 0 X 0 0 0 X X X 1 NATIONAL BANKERS ASSOCIATION 520884907 10 1 42000 0 1 42000 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 NICOLE ELAM EXECUTIVE DIRECTOR 117350 405461 0 0 0 0 0 0 0 0 117350 405461 0 0 CHRISTOPHER J WHITE DEPUTY EXECUTIVE DIRECTOR 175587 0 0 0 0 0 0 0 0 0 175587 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AUDIT & FINANCE COMMITTEE IS INFORMED BY EMAIL THAT FINAL DRAFT OF 990 IS AVAILABLE FOR REVIEW. COMMITTEE IS PROVIDED A REASONABLE TIME TO REVIEW AND ADDRESS QUESTIONS. FORM 990, PART VI, SECTION B, LINE 15 OTHER OFFICERS RECEIVE AN EVALUATION AND COMP ADJUSTMENT FROM EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 532,652. MANAGEMENT AND GENERAL EXPENSES 42,629. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 575,281. NATIONAL BANKERS ASSOCIATION 1513 P STREET NW WASHINGTON DC 20005 520884907 EDUCATIONAL COUNSELING & FINANCIAL SERVICES DC 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 NATIONAL BANKERS ASSOCIATION Q 42000