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Nonprofit · EIN 61-1370611

NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC

Tax-exempt · WASHINGTON, DC 20004

Financials

$1.3M$1.2M2023$7.7M$4.7M2024
Revenue Expenses · by fiscal year end
Financials of NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$7,651,520$4,689,487$2,962,033$5,455,902$2,230,952$3,224,950
June 30, 2024990$1,256,290$1,161,411$94,879$822,239$624,428$197,811
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$6,065,308
Membership dues
$1,612,153
Program service revenue
$1,358,255
Investment income
$195,516
Other revenue
$32,441

Expenses

Grants and similar amounts paid
$202,000
Compensation of officers, directors and key employees
$483,198
Other salaries and wages
$1,097,929
Salaries, compensation and benefits (total)
$2,053,348
Professional fundraising fees
$0
Legal fees
$20,241
Accounting fees
$50,050
Occupancy
$36,000
Travel
$145,772
Program services (functional)
$2,350,494
Management and general (functional)
$2,338,993

Balance sheet and other

Total assets, start of year
$822,239
Total assets, end of year
$5,455,902
Total liabilities, end of year
$2,230,952
Net assets, end of year
$3,224,950
Publicly traded securities
$3,729,951
Net assets without donor restrictions
$3,224,950
Gross receipts
$7,651,520
Employees
0
Volunteers
0
Year formed
2000
State of legal domicile
KY

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
SHAUN SNYDERCHIEF EXECUTIVE OFFICER
Officer
40$424,423$50,756
HONORABLE RACHEL EUBANKSSENIOR VICE PRESIDENT
Trustee or director
5$0$0
HONORABLE THOMAS BEADLEPRESIDENT
Trustee or director
5$0$0
HONORABLE DANIEL ELLIOTSECRETARY TREASURER
Trustee or director
5$0$0
HONORABLE ERICK RUSSELLEASTERN REGION VP
Trustee or director
5$0$0
HONORABLE DAVE YOUNGWESTERN REGION VP
Trustee or director
5$0$0
HONORABLE STEVEN JOHNSONMIDWESTERN REGION VP
Trustee or director
5$0$0
HONORABLE YOUNG BOOZERSOUTHERN REGION VP
Trustee or director
5$0$0
HONORABLE JAMES A DOISSAPOLICY AND ADVOCACY CHAIR
Trustee or director
5$0$0
MARK PASCARELLASDMN REPRESENTATIVE
Trustee or director
5$0$0
BETTE ANNE MOBLEYASPN REPRESENTATIVE
Trustee or director
5$0$0
MARY MORRISCSPN REPRESENTATIVE
Trustee or director
5$0$0
HONORABLE CARMEN PIGLERNAUPA REPRESENTIVE
Trustee or director
5$0$0
LAURA GLENNCORPORATE AFFILIATE CHAIR
Trustee or director
5$0$0
990 for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Shaun SnyderExecutive Director
Officer
5$0$552,056$44,801
Honorable Josh HaederChair
Trustee or director, Officer
5$0$0$0
Honorable Michael FrerichsVice-Chair
Trustee or director, Officer
1$0$0$0
Honorable David McRaeBoard Member
Trustee or director
1$0$0$0
Honorable Fiona MaBoard member
Trustee or director
1$0$0$0
Honorable Rachel EubanksBoard member
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
1201 PENNSYLVANIA AVE NW STE 800, WASHINGTON, DC 20004-2401
In care of
% DAVID HEINEMAN
Principal officer (990 for 2024)
SHAUN SNYDER, 1201 PENNSYLVANIA AVE NW 800, WASHINGTON, DC 20004
Signed the 990
SHAUN SNYDER, CHIEF EXECUTIVE OFFICER
Phone
(859) 276-1147
Return prepared by
RFH PLLC

Mission

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

990 for the year ended June 30, 2025

Program accomplishments

  • 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

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
61-1370611
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
2000
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B60)
Assets (IRS master file)
$5,455,902
Income (IRS master file)
$7,651,520

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$7,651,520$4,689,487$5,455,902XML
990June 2024$1,256,290$1,161,411$822,239XML
990June 2023$480,200$511,344$1,150,557IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2019–––IRS
990June 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 61-1370611).

Questions about NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC

What is the EIN of NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC?
The employer identification number (EIN) of NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC is 61-1370611.
Is NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC 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 NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC?
The 990 for the year ended June 30, 2025 names SHAUN SNYDER.
Who are the officers and directors of NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 14 people; 1 received compensation from the organization, the highest $424,423 (SHAUN SNYDER, CHIEF EXECUTIVE OFFICER).
How much revenue does NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $7,651,520, expenses of $4,689,487 and total assets of $5,455,902 at year end.

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