2025-11-10T11:42:49-06:00 2025-06-30 201518594 RFH PLLC 300 WEST VINE STREET STE 800 LEXINGTON KY 405071812 990 2024-07-01 611370611 NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC NATI 8592761147 1201 PENNSYLVANIA AVE NW 800 WASHINGTON DC 20004 SHAUN SNYDER CHIEF EXECUTIVE OFFICER 8592761147 2025-11-06 1 1 TYLER FALLIN CPA P01633182 8592311800 2024 2025-03-06 01:10:19Z NATIONAL ASSOCIATION OF STATE TREASURERS SHAUN SNYDER 1201 PENNSYLVANIA AVE NW 800 WASHINGTON DC 20004 7651520 0 X WWW.NAST.ORG X 2000 KY TO RAISE AND PROVIDE FINANCIAL AND IN-KIND SUPPORT FOR THE EDUCATION AND PROFESSIONAL DEVELOPMENT OF STATE TREASURERS AND THEIR STAFFS. 14 14 0 0 0 0 1117400 6065308 138890 1358255 0 195516 0 32441 1256290 7651520 0 202000 0 0 240750 2053348 0 0 0 920661 2434139 1161411 4689487 94879 2962033 822239 5455902 624428 2230952 197811 3224950 X TO RAISE AND PROVIDE FINANCIAL AND IN-KIND SUPPORT FOR THE EDUCATION AND PROFESSIONAL DEVELOPMENT OF STATE TREASURERS AND THEIR STAFFS. 1 0 1252457 1324505 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. 826531 202000 GRANTS - THE ORGANIZATION RECEIVES GRANTS TO CONDUCT RESEARCH, PREPARE REPORTS, AND PERFORM OTHER SERVICES. 189484 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 82022 66191 OTHER PROGRAM SERVICES RELATED TO THE NAUPA, ASPN, AND SDMN PROGRAMS. 82022 66191 2350494 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 14 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 KY X NASACT 8592761147 449 LEWIS HARGETT CIRCLE LEXINGTON KY 40503 HONORABLE RACHEL EUBANKS SENIOR VICE PRESIDENT 5.00 1.00 X 0 0 0 HONORABLE THOMAS BEADLE PRESIDENT 5.00 1.00 X 0 0 0 HONORABLE DANIEL ELLIOT SECRETARY TREASURER 5.00 1.00 X 0 0 0 HONORABLE ERICK RUSSELL EASTERN REGION VP 5.00 1.00 X 0 0 0 HONORABLE DAVE YOUNG WESTERN REGION VP 5.00 1.00 X 0 0 0 HONORABLE STEVEN JOHNSON MIDWESTERN REGION VP 5.00 1.00 X 0 0 0 HONORABLE YOUNG BOOZER SOUTHERN REGION VP 5.00 1.00 X 0 0 0 HONORABLE JAMES A DOISSA POLICY AND ADVOCACY CHAIR 5.00 1.00 X 0 0 0 MARK PASCARELLA SDMN REPRESENTATIVE 5.00 1.00 X 0 0 0 BETTE ANNE MOBLEY ASPN REPRESENTATIVE 5.00 1.00 X 0 0 0 MARY MORRIS CSPN REPRESENTATIVE 5.00 1.00 X 0 0 0 HONORABLE CARMEN PIGLER NAUPA REPRESENTIVE 5.00 1.00 X 0 0 0 LAURA GLENN CORPORATE AFFILIATE CHAIR 5.00 1.00 X 0 0 0 SHAUN SNYDER CHIEF EXECUTIVE OFFICER 40.00 1.00 X 424423 0 50756 424423 0 50756 1 0 1 0 BALTIMORE MARRIOTT WATERFRONT 700 ALICEANNA ST BALTIMORE MD 21202 CONFERENCE HOUSING 400000 WILLIAM & JENSON PLLC 1201 PENNSYLVANIA AVENUE NW SUITE WASHINGTON DC 20004 LEGISLATIVE CONSULTANT 256884 SWISSOTEL CHICAGO 323 E WACKER DR CHICAGO IL 60601 CONFERENCE HOUSING 165386 THE WESTIN - WASHINGTON DC 1400 M ST NW WASHINGTON DC 20005 CONFERENCE HOUSING 157855 DALTON AGENCY 140 WEST MONROE STREET JACKSONVILLE FL 32202 ADVERTISING 119367 5 1612153 2937224 1515931 6065308 CONFERENCE REVENUE 900099 1324505 1324505 NAUPA SPECIAL PROJECTS 900099 33750 33750 1358255 195516 195516 OTHER INCOME 900099 32441 32441 32441 7651520 1390696 0 195516 202000 202000 483198 483198 1097929 306315 791614 195699 195699 184554 184554 91968 91968 20241 20241 50050 50050 198000 198000 455157 451768 3389 61596 48457 13139 123379 9558 113821 36000 36000 145772 54451 91321 1237291 1237070 221 14020 14020 COMMUNICATIONS 55475 26412 29063 COMITTEE EXPENSE 31282 14463 16819 STAFF DEVELOPMENT 5876 5876 4689487 2350494 2338993 0 820996 1333516 35214 1243 357221 3729951 822239 5455902 51770 610345 572658 1620607 624428 2230952 X 197811 3224950 197811 3224950 822239 5455902 2962033 65106 0 X X 0 1 X 1 0 X 1187358 403851 480200 1256290 6131499 9459198 1187358 403851 480200 1256290 6131499 9459198 5866667 3592531 195516 195516 9654714 1463395 0.37210 0.26770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 198000 198000 0 PART II-B, 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: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S RESPECTIVE TAX-EXEMPT PURPOSES ARE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE FOUNDATION 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 THE FOUNDATION 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 THE FOUNDATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2025 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. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION HAS FILED THEIR RESPECTIVE FEDERAL INCOME TAX RETURNS FOR PERIODS THROUGH JUNE 30, 2024. 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). 1 THE HARKIN INSTITUTE - DRAKE UNIVERSITY 2800 UNIVERSITY AVE DES MOINES IA 50311 420680460 501(C)(3) 75000 0 ABLE SUBGRANT SHRM FOUNDATION INC 1800 DUKE STREET ALEXANDRIA VA 223143499 346610067 501(C)(3) 50000 0 ABLE SUBGRANT COMMUNICATION SERVICE FOR THE DEAF INC 2028 E BEN WHITE BLVD AUSTIN TX 78741 460332149 501(C)(3) 75000 0 ABLE SUBGRANT 3 PART I, LINE 2: THE ORGANIZATION REQUIRES GRANT RECEIPIENTS TO REGULARLY FILE REPORTS DETAILING THEIR PROGRESS AND IMPACTS OF THE USE OF THE GRANT FUNDING. 0 0 0 0 0 0 0 0 0 SHAUN SNYDER CHIEF EXECUTIVE OFFICER 421313 0 0 0 3110 0 50756 0 0 0 475179 0 0 0 FORM 990, PART III, LINE 2 THE PROGRAM SERVICE ACCOMPLISHMENTS LISTED ON PAGE 2, LINE 4 ARE NEW PROGRAM SERVICES DURING THE YEAR. THE ORGANIZATION RECEIVED A CONTRIBUTION OF THE NET ASSETS OF NATIONAL ASSOCIATION OF STATE TREASURERS AND BEGAN PERFORMING SIGNIFICANT PROGRAM SERVICES THAT HAD PREVIOUSLY BEEN PERFORMED BY THAT ORGANIZATION. 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 15 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 1201 PENNSYLVANIA AVE NW WASHINGTON DC 20004 592017623 EDUCATION KY 501(C)(6) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NATIONAL ASSOCIATION OF STATE TREASURERS C 2937224 FAIR VALUE