2024-11-25T12:37:39-06:00 2024-06-30 201518594 RFH PLLC 300 WEST VINE STREET STE 800 LEXINGTON KY 405071812 990 2023-07-01 592017623 NATIONAL ASSOCIATION OF STATE TREASURERS NATI 2027446663 1201 PENNSYLVANIA AVE NW 800 WASHINGTON DC 20004 SHAUN SNYDER EXECUTIVE DIRECTOR 2027446663 2024-11-25 1 1 TYLER FALLIN CPA P01633182 8592311800 2023 2024-10-15 13:58:12Z SHAUN SNYDER 1201 PENNSYLVANIA AVE NW 800 WASHINGTON DC 20004 3622444 0 X WWW.NAST.ORG X 1976 KY THE NATIONAL ASSOCIATION OF STATE TREASURERS ENCOURAGES THE HIGHEST ETHICAL STANDARDS, PROMOTES EDUCATION AND THE EXCHANGE OF IDEAS, BUILDS PROFESSIONAL RELATIONSHIPS, DEVELOPS STANDARDS OF EXCELLENCE AND INFLUENCES PUBLIC POLICY FOR THE BENEFIT OF THE CITIZENS OF THE STATES. 14 14 0 0 0 0 2265133 2176829 1150265 1261768 111900 180149 10463 3698 3537761 3622444 0 0 0 0 1744983 1841002 0 0 0 1797031 1886440 3542014 3727442 -4253 -104998 4411139 3993777 1401697 1056553 3009442 2937224 X THE NATIONAL ASSOCIATION OF STATE TREASURERS ENCOURAGES THE HIGHEST ETHICAL STANDARDS, PROMOTES EDUCATION AND THE EXCHANGE OF IDEAS, BUILDS PROFESSIONAL RELATIONSHIPS, DEVELOPS STANDARDS OF EXCELLENCE AND INFLUENCES PUBLIC POLICY FOR THE BENEFIT OF THE CITIZENS OF THE STATES. 0 0 116065 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 THEIR EDUCATIONAL GOALS. 1154610 1262218 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. 22835 3248 NAUPA - PROGRAM DESIGNED TO EDUCATE MEMBERS AND OTHER OF TRENDS AND ISSUES RELATING TO THE ADMINISTRATION OF STATE UNCLAIMED PROPERTY. PROVIDES VALUABLE NETWORKING OPPORTUNITIES FOR STATE MEMBERS SEEKING TO IMPROVE THEIR UNDERSTANDING OF UNCLAIMED PROPERTY MANAGEMENT ISSUES. 2897 STATE DEBT MANAGEMENT NETWORK 2897 1296407 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 20 0 0 0 0 0 0 1 1 0 0 0 X 14 14 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 1 0 0 KY X NASACT 8592761147 449 LEWIS HARGETT CIRCLE SUITE 290 LEXINGTON KY 40503 HONORABLE MICHAEL FRERICHS PRESIDENT 5.00 1.00 X X 0 0 0 HONORABLE THOMAS BEADLE SENIOR VICE PRESIDENT 5.00 X X 0 0 0 HONORABLE ERICK RUSSELL REGIONAL VICE PRESIDENT 1.00 X X 0 0 0 HONORABLE JAMES DIOSSA LEGISLATIVE COMMITTEE CHAI 1.00 X 0 0 0 HONORABLE DANIEL ELLIOTT REGIONAL VICE PRESIDENT 1.00 X X 0 0 0 HONORABLE FIONA MA REGIONAL VICE PRESIDENT 1.00 1.00 X X 0 0 0 MARY MORRIS CSPN REPRESENTATIVE 1.00 X 0 0 0 HONORABLE YOUNG BOOZER REGIONAL VICE PRESIDENT 1.00 X X 0 0 0 HONORABLE RACHEL EUBANKS SECRETARY TREASURER 5.00 1.00 X X 0 0 0 HONORABLE JOSH HAEDER IMMEDIATE PAST PRESIDENT 1.00 1.00 X 0 0 0 HONORABLE COLLEEN DAVIS SDMN REPRESENTATIVE 1.00 X 0 0 0 HONORABLE STACY GARRITY ASPN REPRESENTATIVE 1.00 X 0 0 0 HONORABLE CARMEN PIGLER NAUPA REPRESENTATIVE 1.00 X 0 0 0 RONAN BURKE CORPORATE AFFILIATE ADVISO 1.00 X 0 0 0 SHAUN SNYDER EXECUTIVE DIRECTOR 40.00 5.00 X 552056 0 44801 552056 0 44801 1 0 1 0 WILLLIAM & JENSON PLLC 1201 PENNSYLVANIA AVENUE NW SUITE WASHINGTON DC 20004 LEGISLATIVE CONSULTANT 214500 1 1530829 646000 2176829 CONFERENCE REVENUE 900099 1258520 1258520 NAUPA SPECIAL PROJECTS 900099 3248 3248 1261768 180149 180149 OTHER INCOME 900099 3698 3698 3698 3622444 1265466 0 180149 519648 519648 849823 849823 190999 190999 186958 186958 93574 93574 12872 1800 11072 43250 43250 198000 198000 151858 138367 13491 72923 59600 13323 89371 1708 87663 36000 36000 101610 26247 75363 1054573 1050209 4364 10339 10339 COMMUNICATIONS 54753 5225 49528 COMMITTEE EXPENSE 42281 10604 31677 STAFF DEVELOPMENT 13373 13373 MISCELLANEOUS 5237 2647 2590 3727442 1296407 2431035 0 824648 241130 78461 74120 156619 164936 3351411 3513591 4411139 3993777 791854 354083 609843 702470 1401697 1056553 X 2741844 2937224 267598 0 3009442 2937224 4411139 3993777 -104998 32780 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 198000 1 0 0 PART I-A, LINE 1 NAST ADVOCATES FOR LEGISLATION AND REGULATIONS THAT PROMOTE PUBLIC FINANCE AND OTHER FINANCIAL PROGRAMS THAT MEMBER STATES ADMINISTER. 0 X PART X, LINE 2: NAST IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (THE CODE). HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO NAST'S RESPECTIVE TAX-EXEMPT PURPOSES ARE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, NAST HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE PRIVATE FOUNDATIONS WITHIN THE CONTEXT OF SECTION 509(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF NAST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY NAST, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. NAST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. NAST HAS FILED THEIR RESPECTIVE FEDERAL INCOME TAX RETURNS FOR PERIODS THROUGH JUNE 30, 2023. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE OF THE RETURN OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). 0 0 0 SHAUN SNYDER EXECUTIVE DIRECTOR 404594 0 144450 0 3012 0 42951 0 1850 0 596857 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 TREASURERS OF EACH STATE, COMMONWEALTH, AND TERRITORY OF THE UNITED STATES ARE PRINCIPAL MEMBERS UPON PAYMENT OF MEMBERSHIP FEES AND SHALL BE ENTITLED TO CAST ONLY ONE VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY ONE OR MORE BOARD MEMBERS AFTER IT HAS BEEN FILED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC 449 LEWIS HARGETT CIRCLE LEXINGTON KY 40503 611370611 EDUCATION KY 501(C)(3) LINE 12B, II 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0