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← NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC

Form 990 for tax year 2024

Filed by NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC.

Totals

Total revenue
$7,651,520
Total expenses
$4,689,487
Contributions and grants received
$6,065,308
Grants paid
$202,000
Program service revenue
$1,358,255
Investment income
$195,516
Other revenue
$32,441
Total assets, end of year
$5,455,902
Total liabilities, end of year
$2,230,952
Net assets or fund balances, end of year
$3,224,950
Program services expenses (Part IX)
$2,350,494
Management and general expenses
$2,338,993
Fundraising expenses
$0
Program service expenses (Part III)
$2,350,494

Program services were 50.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $1,612,153

  • 1d · Related organizations

    $2,937,224

  • 1f · All other contributions, gifts and grants

    $1,515,931

  • 2a · Program service revenue: CONFERENCE REVENUE

    total $1,324,505 · related or exempt $1,324,505

  • 2b · Program service revenue: NAUPA SPECIAL PROJECTS

    total $33,750 · related or exempt $33,750

  • 3 · Investment income

    total $195,516 · excluded $195,516

  • 11a · Other revenue: OTHER INCOME

    total $32,441 · related or exempt $32,441

  • 11e · Other revenue, total

    $32,441

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $202,000 · program services $202,000

  • 5 · Compensation of officers, directors and key employees

    total $483,198 · management and general $483,198

  • 7 · Other salaries and wages

    total $1,097,929 · program services $306,315 · management and general $791,614

  • 8 · Pension plan contributions

    total $195,699 · management and general $195,699

  • 9 · Other employee benefits

    total $184,554 · management and general $184,554

  • 10 · Payroll taxes

    total $91,968 · management and general $91,968

  • 11b · Fees: legal

    total $20,241 · management and general $20,241

  • 11c · Fees: accounting

    total $50,050 · management and general $50,050

  • 11d · Fees: lobbying

    total $198,000 · management and general $198,000

  • 11g · Fees: other

    total $455,157 · program services $451,768 · management and general $3,389

  • 13 · Office expenses

    total $61,596 · program services $48,457 · management and general $13,139

  • 14 · Information technology

    total $123,379 · program services $9,558 · management and general $113,821

  • 16 · Occupancy

    total $36,000 · management and general $36,000

  • 17 · Travel

    total $145,772 · program services $54,451 · management and general $91,321

  • 19 · Conferences, conventions and meetings

    total $1,237,291 · program services $1,237,070 · management and general $221

  • 23 · Insurance

    total $14,020 · management and general $14,020

  • 24a · Other expenses: COMMUNICATIONS

    total $55,475 · program services $26,412 · management and general $29,063

  • 24b · Other expenses: COMITTEE EXPENSE

    total $31,282 · program services $14,463 · management and general $16,819

  • 24c · Other expenses: STAFF DEVELOPMENT

    total $5,876 · management and general $5,876

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $820,996 · end of year $1,333,516

  • 4 · Accounts receivable

    end of year $35,214

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,243 · end of year $357,221

  • 11 · Investments: publicly traded securities

    end of year $3,729,951

  • 17 · Accounts payable and accrued expenses

    beginning of year $51,770 · end of year $610,345

  • 19 · Deferred revenue

    beginning of year $572,658 · end of year $1,620,607

  • 27 · Net assets without donor restrictions

    beginning of year $197,811 · end of year $3,224,950

Mission and programs · 2024

Mission

TO RAISE AND PROVIDE FINANCIAL AND IN-KIND SUPPORT FOR THE EDUCATION AND PROFESSIONAL DEVELOPMENT OF STATE TREASURERS AND THEIR STAFFS.

  • CONFERENCES - DESIGNED TO EDUCATE MEMBERS AND OTHERS OF TRENDS AND ISSUES FACING STATE TREASURERS AND THEIR STAFF. PROVIDES A FORUM FOR DIALOG, NETWORKING AND BUILDING PROFESSIONAL RELATIONSHIPS. REGULAR CONFERENCES INCLUDE AN ANNUAL CONFERENCE, A LEGISLATIVE CONFERENCE, AND A TREASURY MANAGEMENT CONFERENCE.

    Expenses $1,252,457 · Revenue $1,324,505

  • GRANTS - THE ORGANIZATION RECEIVES GRANTS TO CONDUCT RESEARCH, PREPARE REPORTS, AND PERFORM OTHER SERVICES.

    Expenses $826,531 · Grants $202,000

  • COLLEGE SAVINGS PLAN NETWORK - FORMED TO PROMOTE AND ASSIST STATE PROGRAMS THAT ENCOURAGE FAMILIES TO SAVE FOR THEIR CHILDREN'S HIGHER EDUCATION. PROVIDES VALUABLE NETWORKING OPPORTUNITIES FOR STATE OFFICIALS SEEKING TO IMPROVE STATE SECTION 529 COLLEGE SAVINGS PLAN AND, IN TURN, HELP THE YOUTH OF THIS NATION ATTAIN

    Expenses $189,484

  • OTHER PROGRAM SERVICES RELATED TO THE NAUPA, ASPN, AND SDMN PROGRAMS.

    Expenses $82,022 · Revenue $66,191

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • HONORABLE RACHEL EUBANKS

    SENIOR VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • HONORABLE THOMAS BEADLE

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • HONORABLE DANIEL ELLIOT

    SECRETARY TREASURER

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • HONORABLE ERICK RUSSELL

    EASTERN REGION VP

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • HONORABLE DAVE YOUNG

    WESTERN REGION VP

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • HONORABLE STEVEN JOHNSON

    MIDWESTERN REGION VP

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • HONORABLE YOUNG BOOZER

    SOUTHERN REGION VP

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • HONORABLE JAMES A DOISSA

    POLICY AND ADVOCACY CHAIR

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • MARK PASCARELLA

    SDMN REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • BETTE ANNE MOBLEY

    ASPN REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • MARY MORRIS

    CSPN REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • HONORABLE CARMEN PIGLER

    NAUPA REPRESENTIVE

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • LAURA GLENN

    CORPORATE AFFILIATE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • SHAUN SNYDER

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $475,179
    From this org
    $424,423
    From related orgs
    $0
    Other
    $50,756
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $421,313
    Bonus
    $0
    Other
    $3,110
    Deferred
    $50,756
    Nontaxable benefits
    $0
    Filer's total
    $475,179

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
6 November 2025
IRS schema version
2024v5.2
Source object
202503149349303275

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