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National Association of State Treasurers Foundation Inc

EIN 61-1370611 · Washington, DC

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

LegitimacyPassesRegistration and standingFinancial healthGood76 out of 100GovernanceFair62 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

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

Income
$7.7 million
Spending
$4.7 million
Spent on programs
50%
Reserves
8.3 months of spending
Largest source of income
donations and private grants, 79%
Employees
0
Volunteers
0
Highest pay
$475,179, chief executive officer

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

Financial health

Good: 76 out of 100. Higher than 62% of charities in its peer group (education, $1m to $10m).

  • Reserves

    28 of 35

    Spendable reserves would cover 8.3 months of spending.

  • Debt

    10 of 20

    It owes 41% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 39% of income.

  • Income trend

    15 of 15

    Income rose 509% on the year before.

  • Spending floor

    8 of 15

    50% of spending went to programs and raising each dollar of donations cost 0 cents.

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

Governance

Fair: 62 out of 100. Higher than 18% of charities in its peer group (education, $1m to $10m).

  • Independent board

    25 of 25

    14 of 14 voting board members are independent.

  • Conflict of interest policy

    0 of 15

    Reports no written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    0 of 10

    Did not give the board a copy of this return before filing it.

  • Pay set independently

    0 of 5

    Reports no independent review process for its chief executive's pay.

  • 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 June 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 (4)
  1. $1.3 million spent. 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.
  2. $826,531 spent. GRANTS - THE ORGANIZATION RECEIVES GRANTS TO CONDUCT RESEARCH, PREPARE REPORTS, AND PERFORM OTHER SERVICES.
  3. $189,484 spent. 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
  4. $82,022 spent. OTHER PROGRAM SERVICES RELATED TO THE NAUPA, ASPN, AND SDMN PROGRAMS.

Source: Form 990 for the year ending June 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 October 13, 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 November 6, 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 October 13, 2026.

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

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

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

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

    Recognized by the IRS since August 2000.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 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 November 4, 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.