Nonprofit · EIN 20-1241143
OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACY
Tax-exempt · COLUMBUS, OH 43219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $129,950 | $198,490 | -$68,540 | $166,184 | $93,683 | $72,501 |
| December 31, 2023 | 990 | $220,541 | $195,499 | $25,042 | $193,143 | $95,075 | $98,068 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $12,450
- Program service revenue
- $117,500
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $84,244
- Salaries, compensation and benefits (total)
- $123,175
- Professional fundraising fees
- $0
- Accounting fees
- $11,050
- Occupancy
- $9,297
- Travel
- $3,078
- Depreciation
- $2,331
- Program services (functional)
- $161,976
- Management and general (functional)
- $24,197
- Fundraising (functional)
- $12,317
Balance sheet and other
- Total assets, start of year
- $193,143
- Total assets, end of year
- $166,184
- Total liabilities, end of year
- $93,683
- Net assets, end of year
- $72,501
- Net assets without donor restrictions
- $72,501
- Gross receipts
- $129,950
- Employees
- 0
- Volunteers
- 7
- Year formed
- 2004
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL ADELMAN | BOARD MEMBER Trustee or director | 1 | $0 | $455,615 | $61,384 |
| EVAN KLEYMEYER | EXECUTIVE DIRECTOR Officer | 5 | $0 | $171,307 | $32,490 |
| KEITH BORDERS | CHAIR OF BOARD Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JUAN SANTIAGO | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TONY DAVIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL ADELMAN | BOARD MEMBER Trustee or director | 1 | $0 | $458,677 | $60,397 |
| EVAN KLEYMEYER | EXECUTIVE DIRECTOR Officer | 5 | $0 | $167,274 | $15,256 |
| KEITH BORDERS | CHAIR OF BOARD Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JUAN SANTIAGO | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TONY DAVIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4215 WORTH AVE STE 300, COLUMBUS, OH 43219-1546
- In care of
- % JEFFREY D QUAYLE
- Principal officer (990 for 2024)
- EVAN KLEYMEYER, 4215 WORTH AVE 300, COLUMBUS, OH 432196170
- Signed the 990
- EVAN KLEYMEYER, EXECUTIVE DIRECTOR
- Phone
- (614) 340-7606
- Website
- WWW.OHIOBANKERSLEAGUE.COM
- Return prepared by
- REA & ASSOCIATES INC
Mission
SEE SCHEDULE O
Program accomplishments
- 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.Expenses $161,976 · revenue $117,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-1241143
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $166,184
- Income (IRS master file)
- $129,950
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $129,950 | $198,490 | $166,184 | XML |
| 990 | December 2023 | $220,541 | $195,499 | $193,143 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1241143).
Questions about OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACY
- What is the EIN of OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACY?
- The employer identification number (EIN) of OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACY is 20-1241143.
- Is OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACY?
- The 990 for the year ended December 31, 2024 names EVAN KLEYMEYER.
- Who are the officers and directors of OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACY?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $129,950, expenses of $198,490 and total assets of $166,184 at year end.
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