2023-12-12T14:26:51-06:00 2023-06-30 201518594 RFH PLLC 300 WEST VINE STREET STE 800 LEXINGTON KY 405071812 990 2022-07-01 592017623 NATIONAL ASSOCIATION OF STATE TREASURERS NATI 2027446663 1201 PENNSYLVANIA AVE NW 800 WASHINGTON DC 20004 SHAUN SNYDER EXECUTIVE DIRECTOR 2027446663 2023-12-12 1 SHAUN SNYDER 999009999 1 ANDREW W DEMOSS CPA P01418319 8592311800 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHAUN SNYDER 1201 PENNSYLVANIA AVE NW 800 WASHINGTON DC 20004 3537761 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 2224407 2265133 931237 1150265 34146 111900 5386 10463 3195176 3537761 0 0 0 0 1440416 1744983 0 0 0 1697925 1797031 3138341 3542014 56835 -4253 4002178 4411139 937493 1401697 3064685 3009442 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 139108 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. 1011527 1131749 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. 51317 18516 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. 3010 PUBLICATIONS AND COMMUNICATIONS - PROVIDE VALUABLE INFORMATION TO MEMBERS RELATING TO STATE AND TREASURY ISSUES 3010 1204962 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 16 0 1 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 JOSH HAEDER PRESIDENT 5.00 1.00 X X 0 0 0 HONORABLE MICHAEL FRERICHS SENIOR VICE PRESIDENT 5.00 X X 0 0 0 HONORABLE COLLEEN DAVIS REGIONAL VICE PRESIDENT 1.00 X X 0 0 0 HONORABLE ZACH CONINE LEGISLATIVE COMMITTEE CHAIR 1.00 X 0 0 0 HONORABLE DAVID MCRAE REGIONAL VICE PRESIDENT 1.00 1.00 X X 0 0 0 HONORABLE FIONA MA REGIONAL VICE PRESIDENT 1.00 1.00 X X 0 0 0 RACHEL BIAR CSPN REPRESENTATIVE 1.00 X 0 0 0 HONORABLE RACHEL EUBANKS REGIONAL VICE PRESIDENT 1.00 1.00 X X 0 0 0 HONORABLE THOMAS BEADLE SECRETARY TREASURER 5.00 X X 0 0 0 HONORABLE DEBORAH B GOLDBERG IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 JASON RICHTER SDMN REPRESENTATIVE 1.00 X 0 0 0 STACY GARRITY ABLE REPRESENTATIVE 1.00 X 0 0 0 HONORABLE JOHN MURANTE NAUPA REPRESENTATIVE 1.00 X 0 0 0 DAVID POLLAK CORPORATE AFFILIATE ADVISORY CHAIR 1.00 X 0 0 0 SHAUN SNYDER EXECUTIVE DIRECTOR 40.00 5.00 X 384849 0 72504 384849 0 72504 1 0 1 0 WILLLIAM & JENSON PLLC 1201 PENNSYLVANIA AVENUE NW SUITE WASHINGTON DC 20004 LEGISLATIVE CONSULTANT 235506 1 1530433 734700 2265133 CONFERENCE REVENUE 900099 1131749 1131749 NAUPA SPECIAL PROJECTS 900099 18516 18516 1150265 111900 111900 OTHER INCOME 900099 10463 10463 10463 3537761 1150265 0 122363 552721 552721 781383 781383 151503 151503 173396 173396 85980 85980 18810 18810 43550 43550 198000 198000 203969 192131 11838 81197 54383 26814 99876 13236 86640 37004 37004 119930 35517 84413 886905 886905 1759 1759 COMMITTEE EXPENSE 47240 3018 44222 COMMUNICATIONS 33254 19723 13531 STAFF DEVELOPMENT 22418 22418 MISCELLANEOUS 2273 49 2224 846 846 3542014 1204962 2337052 0 749634 824648 93899 78461 124884 156619 3033761 3351411 4002178 4411139 274148 791854 663345 609843 937493 1401697 X 2797087 2741844 267598 267598 3064685 3009442 4002178 4411139 -4253 -50990 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, 2023 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, 2022. 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 375000 0 9849 0 0 0 70704 0 1800 0 457353 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 THERE WAS NO CHANGE 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