WASHINGTON, DC
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)CSBS EDUCATION FOUNDATION, founded in 1984, is a community nonprofit in the Public & Societal Benefit sector that reported $4.0M in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum.
THE MISSION OF THE CSBS EDUCATION FOUNDATION IS TO ENHANCE STATE FINANCIAL SUPERVISION, WHICH IS FULFILLED BY PROVIDING: (I) TECHNICAL EXAMINER TRAINING, CONTINUING EXECUTIVE EDUCATION PROGRAMS; (II) AGENCY ACCREDITATION FOR BANK SAFETY AND SOUNDNESS, MORTGAGE, AND MONEY SERVICE BUSINESS SUPERVISION; AND (III) EXAMINER CERTIFICATION FOR MULTIPLE LEVELS OF EXPERTISE AND SPECIALTY AREAS.
CONTINUING AND EXECUTIVE EDUCATION: THESE PROGRAMS PROVIDE INDUSTRY, POLICY, AND RISK MANAGEMENT UPDATES FOR MID-LEVEL MANAGERS AND SENIOR EXECUTIVES IN THE STATE REGULATORY AGENCIES.
TECHNICAL TRAINING: THESE ONLINE AND ON-SITE PROGRAMS PREPARE EXAMINERS OF BANKS, TRUST DEPARTMENTS, MORTGAGE COMPANIES, AND MONEY SERVICE BUSINESSES IN THE DETAILED PROCESS OF ON-SITE EXAMINATION...
TECHNICAL TRAINING: THESE ONLINE AND ON-SITE PROGRAMS PREPARE EXAMINERS OF BANKS, TRUST DEPARTMENTS, MORTGAGE COMPANIES, AND MONEY SERVICE BUSINESSES IN THE DETAILED PROCESS OF ON-SITE EXAMINATION AND OFF-SITE MONITORING OF THESE DEPOSITORY AND NON-DEPOSITORY FINANCIAL INSTITUTIONS. ADDITIONALLY, EACH YEAR, THE CSBS EDUCATION FOUNDATION AWARDS SCHOLARSHIPS TO BANK AND TRUST EXAMINERS THAT ARE ENROLLED IN GRADUATE SCHOOLS FOR BANKING. THESE AWARDS ARE PARTIALLY FUNDED BY EARNINGS FROM THE PERMANENTLY RESTRICTED SAMUEL WEINROTT MEMORIAL SCHOLARSHIP FUND.
THE CONFERENCE OF STATE BANK SUPERVISORS (CSBS) SHARES ITS EMPLOYEES, OFFICE SPACE AND OFFICE SUPPLIES/EQUIPMENT WITH THE CSBS EDUCATION FOUNDATION (THE FOUNDATION). AS A RESULT, CSBS ALLOCATES A...
THE CONFERENCE OF STATE BANK SUPERVISORS (CSBS) SHARES ITS EMPLOYEES, OFFICE SPACE AND OFFICE SUPPLIES/EQUIPMENT WITH THE CSBS EDUCATION FOUNDATION (THE FOUNDATION). AS A RESULT, CSBS ALLOCATES A PORTION OF ITS PERSONNEL AND OVERHEAD COSTS TO THE FOUNDATION THAT WAS USED TO ADVANCE THE FOUNDATION'S THREE PRIMARY AREAS OF FOCUS. HOWEVER, THE FOUNDATION DOES NOT ALLOCATE THESE COSTS TO EACH OF THE INDIVIDUAL PROGRAM SERVICES.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
Sign in to view Trantor Score and financial metrics
Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $4,026,127 | $2,916,416 | +0.4% |
| Expenses | $4,142,707 | $2,906,393 | +0.4% |
| Net Income | $-116,580 | $10,023 | -12.6% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
Sign in to view all financial metrics
Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| JAMES COOPER | SECRETARY, PRESIDENT/CEO (THRU 12/23) | 3.00 |
Officer
Director
|
$70,075 | $102,554 | $1,048,569 |
| KEVIN QUINN | SVP, ENTERPRISE INFRASTRUCTURE | 3.00 |
Highest
|
$26,323 | $283,075 | $638,428 |
| NGOC VU | CHIEF INFORMATION OFFICER | 3.00 |
Key Emp
|
$34,546 | $87,728 | $554,100 |
| MARGARET LIU | EVP, STRATEGIC ENGAGEMENT | 3.00 |
Key Emp
|
$31,701 | $88,319 | $516,284 |
| KELLY HAIRE | EVP, PEOPLE OPERATIONS | 3.00 |
Highest
|
$28,627 | $84,451 | $470,924 |
| TODD SCHARF SR | CHIEF INFORMATION SECURITY | 3.00 |
Highest
|
$28,054 | $58,706 | $437,431 |
| LEILA GREEN | EVP AND CFO, FINANCE AND OFFICE OPS | 3.00 |
Officer
|
$26,467 | $74,229 | $431,530 |
| KRIS ROWLEY | CHIEF DATA OFFICER | 3.00 |
Highest
|
$24,612 | $69,671 | $401,930 |
| BRIDGET PLITT | SENIOR VICE PRESIDENT, LEARNING & DEVELOPMENT | 37.50 |
Key Emp
|
$24,755 | $60,524 | $394,722 |
| BRANDON MILHORN | PRESIDENT AND CEO (AS OF 12/23) | 37.50 |
Officer
|
$3,987 | $147 | $53,975 |
| SUSANNAH MARSHALL | CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| KELLY LAMMERS | IMMEDIATE PAST CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| INGRID WHITE | VICE CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| ROSHUNDA KELLY | TREASURER (AS OF 6/23) | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| TONY SALAZAR | TREASURER (THRU 5/23) | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| TOM FITE | CSBS IMMEDIATE PAST CHAIR (AS OF 6/23) | 1.00 |
Director
|
$0 | $0 | $0 |
| MARTY LAMB | CERTIFICATION COMM. CHAIR | 1.00 |
Director
|
$0 | $0 | $0 |
| MELISSA SNEED | PERFORMANCE STANDARDS COMMITTEE CHAIR | 1.00 |
Director
|
$0 | $0 | $0 |
| CHRIS ROMANO | CONTENT DEV. AND OVERSIGHT COMM CHAIR | 1.00 |
Director
|
$0 | $0 | $0 |
| PATTI PERKINS | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| TOD TRULOVE | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| MARILYN DAVIS | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| WENDY RODRIQUEZ | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| MARK HASTIE | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| STEPHEN GORDON | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $4,026,127 | $4,142,707 | $3,960,910 | $-116,580 |
| 2022 | $2,916,416 | $2,906,393 | $4,530,734 | $10,023 |
| 2021 | $2,363,709 | $2,411,467 | $4,204,118 | $-47,758 |
| 2020 | $3,253,296 | $3,140,540 | $3,810,502 | $112,756 |
| 2019 | $4,410,039 | $4,194,591 | $4,114,884 | $215,448 |
| 2018 | $3,979,403 | $3,847,502 | $3,329,927 | $131,901 |
Compare CSBS EDUCATION FOUNDATION with other nonprofits in District of Columbia and across the country.