NATIONAL ASSOCIATION OF STATE TREASURERS (EIN 592017623) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

SHAUN SNYDER

Phone

2027446663

Tax Period

2023-07-01 to 2024-06-30

NATIONAL ASSOCIATION OF STATE TREASURERS, founded in 1976, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2023.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,176,829

Program Service Revenue $1,261,768

Investment Income $180,149

Other Revenue $3,698

TOTAL REVENUE $3,622,444

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,841,002

Fundraising Expenses $0

Program Expenses $1,296,407

Other Expenses $1,886,440

TOTAL EXPENSES $3,727,442

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,622,444	$3,537,761	+0.0%
Expenses	$3,727,442	$3,542,014	+0.1%
Net Income	$-104,998	$-4,253	+23.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$596,857

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HONORABLE MICHAEL FRERICHS	PRESIDENT	5.00	Officer Director	$0	$0	$0
HONORABLE THOMAS BEADLE	SENIOR VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
HONORABLE ERICK RUSSELL	REGIONAL VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
HONORABLE JAMES DIOSSA	LEGISLATIVE COMMITTEE CHAI	1.00	Director	$0	$0	$0
HONORABLE DANIEL ELLIOTT	REGIONAL VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
HONORABLE FIONA MA	REGIONAL VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARY MORRIS	CSPN REPRESENTATIVE	1.00	Director	$0	$0	$0
HONORABLE YOUNG BOOZER	REGIONAL VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
HONORABLE RACHEL EUBANKS	SECRETARY TREASURER	5.00	Officer Director	$0	$0	$0
HONORABLE JOSH HAEDER	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
HONORABLE COLLEEN DAVIS	SDMN REPRESENTATIVE	1.00	Director	$0	$0	$0
HONORABLE STACY GARRITY	ASPN REPRESENTATIVE	1.00	Director	$0	$0	$0
HONORABLE CARMEN PIGLER	NAUPA REPRESENTATIVE	1.00	Director	$0	$0	$0
RONAN BURKE	CORPORATE AFFILIATE ADVISO	1.00	Director	$0	$0	$0
SHAUN SNYDER	EXECUTIVE DIRECTOR	40.00	Officer	$552,056	$44,801	$596,857

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$3,622,444	$3,727,442	$3,993,777	$-104,998
2023	$3,537,761	$3,542,014	$4,411,139	$-4,253
2022	$3,195,176	$3,138,341	$4,002,178	$56,835
2021	$2,793,514	$2,423,346	$4,252,302	$370,168
2020	$3,697,074	$3,825,843	$3,887,250	$-128,769
2019	$4,852,072	$4,120,544	$3,637,345	$731,528
2018	$2,835,518	$2,895,661	$3,207,687	$-60,143

NATIONAL ASSOCIATION OF STATE TREASURERS