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← NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC

Form 990 for tax year 2022

Filed by NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC.

Totals

Total revenue
$480,200
Total expenses
$511,344
Contributions and grants received
$480,200
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,150,557
Total liabilities, end of year
$1,047,625
Net assets or fund balances, end of year
$102,932
Program services expenses (Part IX)
$511,344
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$511,344

Program services were 100.0% 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.

  • 1e · Government grants (contributions)

    $470,200

  • 1f · All other contributions, gifts and grants

    $10,000

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $278,482 · program services $278,482

  • 11g · Fees: other

    total $207,522 · program services $207,522

  • 13 · Office expenses

    total $1,327 · program services $1,327

  • 17 · Travel

    total $8,837 · program services $8,837

  • 19 · Conferences, conventions and meetings

    total $4,321 · program services $4,321

  • 24a · Other expenses: COMMUNICATIONS

    total $10,639 · program services $10,639

  • 24b · Other expenses: MISCELLANEOUS

    total $216 · program services $216

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $693,114 · end of year $1,137,329

  • 9 · Prepaid expenses and deferred charges

    end of year $13,228

  • 17 · Accounts payable and accrued expenses

    beginning of year $23,325 · end of year $41,952

  • 19 · Deferred revenue

    beginning of year $535,713 · end of year $1,005,673

  • 27 · Net assets without donor restrictions

    beginning of year $134,076 · end of year $102,932

Mission and programs · 2022

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.

    Expenses $31,143

  • TO RAISE AND PROVIDE FINANCIAL AND IN-KIND SUPPORT FOR SPECIAL EVENTS AND OTHER TRAINING OPPORTUNITIES FOR STATE TREASURERS AND THEIR STAFF.

    Expenses $480,201

As filed on the 2022 return.

Listed in Part VII

  • Honorable Josh Haeder

    Chair

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Honorable Michael Frerichs

    Vice-Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Honorable David McRae

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Honorable Fiona Ma

    Board member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Honorable Rachel Eubanks

    Board member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Shaun Snyder

    Executive Director

    Total calculated
    $457,353
    From this org
    $0
    From related orgs
    $384,849
    Other
    $72,504
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $375,000 related
    Bonus
    $0 + $9,849 related
    Other
    $0
    Deferred
    $0 + $70,704 related
    Nontaxable benefits
    $0 + $1,800 related
    Filer's total
    $0 + $457,353 related

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

No itemized grants to organizations 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
2022
Filed
12 December 2023
IRS schema version
2022v5.0
Source object
202323469349300932

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