NATIONAL ASSOCIATION OF STATE TREA… - Form 990 Financial Data

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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

2000

Legal Domicile

Principal Officer

SHAUN SNYDER

Phone

8592761147

Tax Period

2024-07-01 to 2025-06-30

NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC, founded in 2000, is a community nonprofit in the Education sector that reported $7.7M in total revenue in fiscal year 2024. Revenue surged 509% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.0M, a strong 39% operating margin.

Mission

TO RAISE AND PROVIDE FINANCIAL AND IN-KIND SUPPORT FOR THE EDUCATION AND PROFESSIONAL DEVELOPMENT OF STATE TREASURERS AND THEIR STAFFS.

Program Service Accomplishments

Program 1

Expenses: $1,252,457 Revenue: $1,324,505

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...

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.

Program 2

Expenses: $826,531

GRANTS - THE ORGANIZATION RECEIVES GRANTS TO CONDUCT RESEARCH, PREPARE REPORTS, AND PERFORM OTHER SERVICES.

Program 3

Expenses: $189,484

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

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,065,308

Program Service Revenue $1,358,255

Investment Income $195,516

Other Revenue $32,441

TOTAL REVENUE $7,651,520

Expense Breakdown

Grants Paid $202,000

Salaries & Benefits $2,053,348

Fundraising Expenses $0

Program Expenses $2,350,494

Other Expenses $2,434,139

TOTAL EXPENSES $4,689,487

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,651,520	$1,256,290	+5.1%
Expenses	$4,689,487	$1,161,411	+3.0%
Net Income	$2,962,033	$94,879	+30.2%

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

$475,179

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HONORABLE RACHEL EUBANKS	SENIOR VICE PRESIDENT	5.00	Director	$0	$0	$0
HONORABLE THOMAS BEADLE	PRESIDENT	5.00	Director	$0	$0	$0
HONORABLE DANIEL ELLIOT	SECRETARY TREASURER	5.00	Director	$0	$0	$0
HONORABLE ERICK RUSSELL	EASTERN REGION VP	5.00	Director	$0	$0	$0
HONORABLE DAVE YOUNG	WESTERN REGION VP	5.00	Director	$0	$0	$0
HONORABLE STEVEN JOHNSON	MIDWESTERN REGION VP	5.00	Director	$0	$0	$0
HONORABLE YOUNG BOOZER	SOUTHERN REGION VP	5.00	Director	$0	$0	$0
HONORABLE JAMES A DOISSA	POLICY AND ADVOCACY CHAIR	5.00	Director	$0	$0	$0
MARK PASCARELLA	SDMN REPRESENTATIVE	5.00	Director	$0	$0	$0
BETTE ANNE MOBLEY	ASPN REPRESENTATIVE	5.00	Director	$0	$0	$0
MARY MORRIS	CSPN REPRESENTATIVE	5.00	Director	$0	$0	$0
HONORABLE CARMEN PIGLER	NAUPA REPRESENTIVE	5.00	Director	$0	$0	$0
LAURA GLENN	CORPORATE AFFILIATE CHAIR	5.00	Director	$0	$0	$0
SHAUN SNYDER	CHIEF EXECUTIVE OFFICER	40.00	Officer	$424,423	$50,756	$475,179

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	$7,651,520	$4,689,487	$5,455,902	$2,962,033
2024	$1,256,290	$1,161,411	$822,239	$94,879
2023	$480,200	$511,344	$1,150,557	$-31,144
2022	$403,851	$423,071	$693,114	$-19,220
2021	$1,187,358	$1,200,187	$194,861	$-12,829
2020	$362,831	$663,271	$1,380,707	$-300,440
2019	$425,000	$186,888	$610,982	$238,112
2018	$258,890	$522,398	$239,676	$-263,508

NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC