Skip to the page content
Your donations
Passes our checks

Association of Public Treasurers of the United States and Canada

EIN 23-7304369 · Tawas City, MI

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthGood89 out of 100GovernanceGood84 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

TO PROVIDE QUALITY TREASURY MANAGEMENT EDUCATION AND TRAINING, PROFESSIONAL CERTIFICATION, PEER INTERACTION, AND PROFESSIONAL CONNECTION OPPORTUNITIES FOR PUBLIC TREASURY AND FINANCIAL OFFICIALS.

Income
$556,063
Spending
$487,594
Spent on programs
89%
Reserves
8.8 months of spending
Largest source of income
fees for its services, 97%
Employees
0
Volunteers
50

Source: Form 990 for the year ending September 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Good: 89 out of 100. Higher than 70% of charities in its peer group (public benefit, $250k to $1m).

  • Reserves

    28 of 35

    Spendable reserves would cover 8.8 months of spending.

  • Debt

    16 of 20

    It owes 27% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 12% of income.

  • Income trend

    15 of 15

    Income rose 31% on the year before.

  • Spending floor

    15 of 15

    89% of spending went to programs.

Source: Form 990 for the year ending September 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Good: 84 out of 100. Higher than 71% of charities in its peer group (public benefit, $250k to $1m).

  • Independent board

    25 of 25

    13 of 13 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    0 of 7

    Reports no written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Independent check of accounts

    15 of 15

    Its accounts were audited by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending September 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (2)
  1. $224,168 spent. THE ASSOCIATION PROVIDES EDUCATIONAL SEMINARS AND CONFERENCES, PUBLICATIONS, POLICY AND LEGISLATIVE INFORMATION, AND TECHNICAL ASSISTANCE TO MEMBERS IN THE FOLLOWING AREAS: BANKING SERVICES, DISASTER PREPAREDNESS, FRAUD AND INTERNAL CONTROLS, FUND POLICIES AND PRACTICES, INVESTMENT POLICIES AND PRACTICES, PENSION AND BENEFITS ADMINSTRATION, AND REVENUE COLLECTIONS.
  2. $210,803 spent. THE CONFERENCE IS DESIGNED FOR PUBLIC TREASURY PROFESSIONALS INTERESTED IN EDUCATION ON INVESTMENT MANAGEMENT, CASH MANAGEMENT, AND TECHNOLOGY. THE CONFERENCE OFFERS A SCHEDULE FULL OF EDUCATIONAL SESSIONS AND TRAININGS THAT INCLUDE PRESENTATIONS ON CASH MANAGEMENT, INVESTMENT POLICIES, DEBT MANAGEMENT, THE ECONOMY, AND TECHNOLOGY. THE CONFERENCE ALSO GIVES ATTENDEES NETWORKING OPPORTUNITIES. THE 2025 ANNUAL CONFERENCE WAS HELD IN CHICAGO, ILLINOIS AND HAD APPROXIMATELY 218 ATTENDEES.

Source: Form 990 for the year ending September 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending September 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since April 1996.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.