2025-09-02T10:01:14-05:00 2024-12-31 341310124 REA & ASSOCIATES INC 5400 FRANTZ RD SUITE 200 DUBLIN OH 43016 990 2024-01-01 201241143 OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACY OHIO 6143407606 4215 WORTH AVE 300 COLUMBUS OH 432196170 EVAN KLEYMEYER EXECUTIVE DIRECTOR 6143407605 2025-08-29 1 1 ANDREA HOSTETLER CPA P00607721 6148898725 2025-08-29 2024 2025-03-06 01:10:19Z EVAN KLEYMEYER 4215 WORTH AVE 300 COLUMBUS OH 432196170 129950 0 X WWW.OHIOBANKERSLEAGUE.COM X 2004 OH THE CORPORATION IS ORGANIZED EXCLUSIVELY TO PERFORM THE CHARITABLE AND EDUCATIONAL FUNCTIONS OF THE OHIO BANKERS LEAGUE, AN OHIO NON PROFIT CORPORATION, BY ACTING AS A FULL TIME ADVOCATE FOR CONSUMER FINANCIAL EDUCATION AND TO ASSIST IN MARSHALING THE EDUCATIONAL TOOLS AND RESOURCES AND FOCUSING THEM ON AREAS OF GREATEST NEED. 5 5 0 7 0 0 113041 12450 107500 117500 0 0 0 0 220541 129950 0 0 0 0 109207 123175 0 0 12317 86292 75315 195499 198490 25042 -68540 193143 166184 95075 93683 98068 72501 X SEE SCHEDULE O 0 0 161976 117500 THE FOUNDATION ADDRESSES TWO CRITICAL ISSUES FACING THE OHIO BANKING INDUSTRY: FINANCIAL LITERACY AND FINDING THE NEXT GENERATION OF GREAT BANKERS. THIS IS DONE THROUGH EDUCATIONAL PROGRAMING AND SCHOLARSHIPS, FINANCIAL LITERACY INITIATIVES AND THE SUMMER BANKING INSTITUTE (SBI). THE SBI IS A STATEWIDE INTERNSHIP PROGRAM DESIGNED TO ATTRACT AND RETAIN DIVERSE CANDIDATES FROM DIFFERENT ACADEMIC BACKGROUNDS AND IMMERSE THEM IN THE BANKING INDUSTRY BY PLACING THEM AS A STUDENT INTERN AT A PARTICIPATING OHIO BANK. 161976 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X JENNIFER OSBURN 6143407606 4215 WORTH AVE 300 COLUMBUS OH 432196170 MICHAEL ADELMAN BOARD MEMBER 1.00 35.00 X 0 455615 61384 KEITH BORDERS CHAIR OF BOARD 1.00 X X 0 0 0 JUAN SANTIAGO BOARD MEMBER 1.00 X 0 0 0 TONY DAVIS BOARD MEMBER 1.00 X 0 0 0 EVAN KLEYMEYER EXECUTIVE DIRECTOR 5.00 30.00 X 0 171307 32490 0 626922 93874 0 0 1 0 0 12450 12450 SUMMER BANKING INSTITU 900099 117500 117500 117500 129950 117500 0 0 84244 75820 8424 14672 14146 526 15296 12825 2471 8963 8067 896 11050 11050 13147 13147 2797 2797 9297 9297 3078 3078 2331 2331 174 174 SUMMER BANKING INSTITUT 33341 33341 MISCELLANEOUS 100 100 198490 161976 24197 12317 48972 6652 144171 159532 193143 166184 330 0 94745 93683 95075 93683 X 98068 72501 98068 72501 193143 166184 -68540 15361 27612 0 X 0 1 X 0 0 X 85368 46303 46242 113041 12450 303404 90000 107500 117500 315000 85368 46303 136242 220541 129950 618404 0 0 0 618404 9 2014 2023 9 2014 2023 1969 1969 85377 50286 136242 220541 129950 622396 0.99360 0.99290 0.00330 0.00360 X 0 ENDOWMENT FUND 159532 159532 DUE TO/FROM OBL 93683 93683 X 172923 15361 27612 42973 129950 0 129950 198490 0 198490 0 198490 PART X, LINE 2: THE FOUNDATION IS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, THE FOUNDATION HAS NO LIABILITY FOR FEDERAL INCOME TAXES ON EXEMPT ACTIVITIES. HOWEVER, THE FOUNDATION MAY BE SUBJECTED TO TAX ON UNRELATED BUSINESS INCOME. FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, THE FOUNDATION EARNED NO UNRELATED BUSINESS INCOME. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE THE FOUNDATION TO EVALUATE THE LEVEL OF UNCERTAINTY RELATED TO WHETHER TAX POSITIONS TAKEN WILL BE SUSTAINED UPON EXAMINATION. ANY POSITIONS TAKEN THAT DO NOT MEET THE MORE-LIKELY-THAN-NOT THRESHOLD MUST BE QUANTIFIED AND RECORDED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION ALONG WITH INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. THE FOUNDATION BELIEVES THAT NONE OF THE TAX POSITIONS TAKEN WOULD MATERIALLY IMPACT THE FINANCIAL STATEMENTS AND NO SUCH LIABILITIES HAVE BEEN RECORDED. 1 X X X 0 0 0 0 0 0 0 0 0 MICHAEL ADELMAN BOARD MEMBER 0 388465 0 67150 0 0 0 23108 0 38276 0 516999 0 0 EVAN KLEYMEYER EXECUTIVE DIRECTOR 0 156307 0 15000 0 0 0 15196 0 17294 0 203797 0 0 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE CORPORATION IS ORGANIZED EXCLUSIVELY TO PERFORM THE CHARITABLE AND EDUCATIONAL FUNCTIONS OF THE OHIO BANKERS LEAGUE, AN OHIO NON PROFIT CORPORATION, BY ACTING AS A FULL TIME ADVOCATE FOR CONSUMER FINANCIAL EDUCATION AND TO ASSIST IN MARSHALING THE EDUCATIONAL TOOLS AND RESOURCES AND FOCUSING THEM ON AREAS OF GREATEST NEED. FORM 990, PART VI, SECTION A, LINE 6 VOTING MEMBERS - ANY COMMERCIAL BANK, SAVINGS BANK, OR SAVINGS AND LOAN ASSOCIATION ORGANIZED UNDER THE LAWS OF THE UNITED STATES, THE STATE OF OHIO OR ANY OTHER STATE, MAY BECOME A VOTING MEMBER OF THE LEAGUE UPON APPROVAL BY THE BOARD OF DIRECTORS AND UPON PAYMENT OF SUCH ANNUAL DUES AS MAY BE DETERMINED BY THE BOARD. ANY ELIGIBLE VOTING MEMBER OF THE LEAGUE IS ELIGIBLE TO BECOME A VOTING MEMBER OF THE FOUNDATION AS DETERMINED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A THE OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACY BOARD OF DIRECTORS IS COMPRISED OF 5 INDIVIDUALS. THE EXECUTIVE COMMITTEE OF OFFICERS INCLUDE THE CHAIRMAN AND EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 7B VOTING MEMBERS SHALL EACH BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO THE MEMBERS FOR THEIR VOTE. THIS VOTE SHALL BE CAST BY A DELEGATE OF THE VOTING MEMBER WHO SHALL BE EITHER THE CHIEF EXECUTIVE OFFICER OF THE VOTING MEMBER OR AN OFFICER DESIGNATED BY THE CHIEF EXECUTIVE OFFICER. THE VOTE OF A MAJORITY OF VOTING MEMBERS PRESENT AT A MEETING AT WHICH A QUORUM IS PRESENT SHALL CONSTITUTE THE ACTION OF THE MEMBERS OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE PUBLIC ACCOUNTING FIRM AND REVIEWED BY MANAGEMENT. ONCE IT IS DETERMINED BY MANAGEMENT THAT THE FORM 990 IS READY TO FILE, A COPY IS PROVIDED TO EACH OF THE BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, THE OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ARE GIVEN COPIES OF THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO SIGN OFF AND DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF THE FOUNDATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST. OHIO BANKERS LEAGUE 4215 WORTH AVE COLUMBUS OH 43219 310916384 PROVIDE COMPREHENSIVE SERVICES FOR THE FINANCIAL INSTITUTION INDUSTRY OH 501(C)(6) N/A N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 OHIO BANKERS LEAGUE P 150786 ACTUAL OHIO BANKERS LEAGUE E 93683 ACTUAL OHIO BANKERS LEAGUE O 123175 ACTUAL