Nonprofit · EIN 82-0586030
COLLEGE SAVINGS FOUNDATION
Tax-exempt · ROCKVILLE, MD 20850
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $608,541 | $596,836 | $11,705 | $325,711 | $104,908 | $220,803 |
| December 31, 2024 | 990 (amended) | $523,374 | $541,533 | -$18,159 | $324,511 | $115,413 | $209,098 |
| December 31, 2023 | 990 | $505,540 | $481,385 | $24,155 | $345,883 | $118,626 | $227,257 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $608,360
- Investment income
- $181
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $171,867
- Salaries, compensation and benefits (total)
- $171,867
- Professional fundraising fees
- $0
- Accounting fees
- $3,972
- Program services (functional)
- $399,468
- Management and general (functional)
- $197,368
Balance sheet and other
- Total assets, start of year
- $324,511
- Total assets, end of year
- $325,711
- Total liabilities, end of year
- $104,908
- Net assets, end of year
- $220,803
- Net assets without donor restrictions
- $220,803
- Gross receipts
- $608,541
- Employees
- 0
- Volunteers
- 75
- Year formed
- 2003
- State of legal domicile
- MD
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER DISANZA | EXCEUTIVE DIRECTOR Trustee or director, Officer | 25 | $165,928 |
| EVAN MAYHEW | DIRECTOR Trustee or director | 1 | $0 |
| JOHN PARK | TREASURER Trustee or director, Officer | 1 | $0 |
| SANDRA PALMER | DIRECTOR Trustee or director | 1 | $0 |
| SARA ISMART | DIRECTOR Trustee or director | 1 | $0 |
| VIVIAN TSAI | CHAIR EMERITI Trustee or director | 1 | $0 |
| REAGAN ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
| MARTHA SLITT | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS MCGEE | CHAIR Trustee or director, Officer | 1 | $0 |
| TOM PSALTIS | DIRECTOR Trustee or director | 1 | $0 |
| LINDA GREEN | DIRECTOR Trustee or director | 1 | $0 |
| TONY DURKAN | DIRECTOR Trustee or director | 1 | $0 |
| ERIK KARPINSKI | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS WERNER | DIRECTOR Trustee or director | 1 | $0 |
| BRIAN PARKER | DIRECTOR Trustee or director | 1 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TREVOR NOBLE | DIRECTOR Trustee or director | 1 | $0 |
| DAVID BELL | DIRECTOR Trustee or director | 1 | $0 |
| PAULA SMITH | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER DISANZA | EXCEUTIVE DIRECTOR Trustee or director, Officer | 25 | $180,955 |
| LINDA GREEN | DIRECTOR Trustee or director | 1 | $0 |
| RICH POLIMENI | DIRECTOR Trustee or director, Officer | 1 | $0 |
| JOHN PARK | TREASURER Trustee or director, Officer | 1 | $0 |
| EVAN MAYHEW | DIRECTOR Trustee or director | 1 | $0 |
| ANTHONY DURKAN | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN JOHNSTON | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS WERNER | DIRECTOR Trustee or director | 1 | $0 |
| SANDRA PALMER | DIRECTOR Trustee or director | 1 | $0 |
| SARA ISMART | DIRECTOR Trustee or director | 1 | $0 |
| VIVIAN TSAI | CHAIR EMERITI Trustee or director | 1 | $0 |
| REAGAN ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
| STEPHEN JOBE | DIRECTOR Trustee or director | 1 | $0 |
| DEBORAH SMITH | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| CHRIS MCGEE | CHAIR Trustee or director, Officer | 1 | $0 |
| ROB PERCIVAL | DIRECTOR Trustee or director | 1 | $0 |
| PAULA SMITH | DIRECTOR Trustee or director | 1 | $0 |
| TRACY ZIEGLER | SECRETARY Officer | 1 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHY HAMOR | EXECUTIVE DIRECTOR Trustee or director, Officer | 25 | $88,000 |
| JENNIFER DISANZA | EXCEUTIVE DIRECTOR Trustee or director, Officer | 25 | $39,875 |
| LINDA GREEN | DIRECTOR Trustee or director | 1 | $0 |
| RICH POLIMENI | DIRECTOR Trustee or director, Officer | 1 | $0 |
| JOHN PARK | TREASURER Trustee or director, Officer | 1 | $0 |
| EVAN MAYHEW | DIRECTOR Trustee or director | 1 | $0 |
| ANTHONY DURKAN | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN JOHNSTON | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS WERNER | DIRECTOR Trustee or director | 1 | $0 |
| SANDRA PALMER | DIRECTOR Trustee or director | 1 | $0 |
| SARA ISMART | DIRECTOR Trustee or director | 1 | $0 |
| VIVIAN TSAI | CHAIR EMERITI Trustee or director | 1 | $0 |
| REAGAN ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
| STEPHEN JOBE | DIRECTOR Trustee or director | 1 | $0 |
| DEBORAH SMITH | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| CHRIS MCGEE | CHAIR Trustee or director, Officer | 1 | $0 |
| ROB PERCIVAL | DIRECTOR Trustee or director | 1 | $0 |
| PAULA SMITH | DIRECTOR Trustee or director | 1 | $0 |
| TRACY ZIEGLER | SECRETARY Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1300 PICARD DRIVE, ROCKVILLE, MD 20850-4303
- In care of
- % KATHY HAMOR
- Principal officer (990 for 2025)
- JENNIFE DISANZA, 1300 PICARD DRIVE, ROCKVILLE, MD 20850
- Signed the 990
- JENNIFER DISANZA, EXECUTIVE DIRECTOR
- Phone
- (240) 404-6472
- Return prepared by
- AFFLUENT FINANCIAL SERVICES LLC
Mission
The College Savings Foundation has the mission of helping American families achieve their education savings goals by working with public policy makers, media representatives and financial service industry executives in support of education savings programs.
Program accomplishments
- CSF serves the education savings industry as a central repository of information and an expert resource for its members and for representatives of state and federal government, institutions of higher education and other related Foundations and associations. Primary focus of CSF is building public awareness of and providing public policy support for IRS code 529 plans.
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 | 990 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
- 82-0586030
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $325,711
- Income (IRS master file)
- $608,541
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $608,541 | $596,836 | $325,711 | IRS |
| 990 | December 2024 | $523,374 | $541,533 | $324,511 | IRS |
| 990 | December 2023 | $505,540 | $481,385 | $345,883 | XML |
| 990 | December 2022 | $373,975 | $402,566 | $370,666 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 82-0586030).
Questions about COLLEGE SAVINGS FOUNDATION
- What is the EIN of COLLEGE SAVINGS FOUNDATION?
- The employer identification number (EIN) of COLLEGE SAVINGS FOUNDATION is 82-0586030.
- Is COLLEGE SAVINGS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2005.
- Are donations to COLLEGE SAVINGS FOUNDATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does COLLEGE SAVINGS FOUNDATION 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 COLLEGE SAVINGS FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COLLEGE SAVINGS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of COLLEGE SAVINGS FOUNDATION?
- The 990 for the year ended December 31, 2025 names JENNIFE DISANZA.
- Who are the officers and directors of COLLEGE SAVINGS FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 18 people; 1 received compensation from the organization, the highest $165,928 (JENNIFER DISANZA, EXCEUTIVE DIRECTOR).
- How much revenue does COLLEGE SAVINGS FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $608,541, expenses of $596,836 and total assets of $325,711 at year end.
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All nonprofits in ROCKVILLE · Maryland · Community improvement and capacity building