2025-11-10T11:42:16-06:00 2025-06-30 201518594 RFH PLLC 300 WEST VINE STREET STE 800 LEXINGTON KY 405071812 990 2024-07-01 592017623 NATIONAL ASSOCIATION OF STATE TREASURERS NATI 2027446663 1201 PENNSYLVANIA AVE NW 800 WASHINGTON DC 20004 SHAUN SNYDER CHIEF EXECUTIVE OFFICER 2027446663 2025-11-06 1 0 TYLER FALLIN CPA P01633182 8592311800 2024 2025-03-06 01:10:19Z SHAUN SNYDER 1201 PENNSYLVANIA AVE NW 800 WASHINGTON DC 20004 0 0 X WWW.NAST.ORG X 1976 KY 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. X 14 14 0 0 0 0 2176829 0 1261768 0 180149 0 3698 0 3622444 0 0 2937224 0 0 1841002 0 0 0 0 1886440 0 3727442 2937224 -104998 -2937224 3993777 0 1056553 0 2937224 0 X 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. 0 1 2937224 2937224 TRANSFER OF NET ASSETS TO THE NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION (RELATED ORGANIZATION). 2937224 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 1 0 0 KY X NASACT 8592761147 449 LEWIS HARGETT CIRCLE SUITE 290 LEXINGTON KY 40503 HONORABLE THOMAS BEADLE PRESIDENT 1.00 5.00 X X 0 0 0 HONORABLE RACHEL EUBANKS SENIOR VICE PRESIDENT 1.00 5.00 X X 0 0 0 HONORABLE ERICK RUSSELL REGIONAL VICE PRESIDENT 1.00 5.00 X X 0 0 0 HONORABLE JAMES DIOSSA POLICY AND ADVOCACY CHAIR 1.00 5.00 X 0 0 0 HONORABLE STEVEN JOHNSON REGIONAL VICE PRESIDENT 1.00 5.00 X X 0 0 0 HONORABLE DAVE YOUNG REGIONAL VICE PRESIDENT 1.00 1.00 X X 0 0 0 MARY MORRIS CSPN REPRESENTATIVE 1.00 5.00 X 0 0 0 HONORABLE YOUNG BOOZER REGIONAL VICE PRESIDENT 1.00 5.00 X X 0 0 0 HONORABLE DANIEL ELLIOTT SECRETARY TREASURER 1.00 5.00 X X 0 0 0 HONORABLE MICHAEL FRERICHS IMMEDIATE PAST PRESIDENT 1.00 5.00 X 0 0 0 MARK PASCARELLA SDMN REPRESENTATIVE 1.00 5.00 X 0 0 0 HONORABLE BETTE ANN MOBLEY ASPN REPRESENTATIVE 1.00 5.00 X 0 0 0 HONORABLE CARMEN PIGLER NAUPA REPRESENTATIVE 1.00 5.00 X 0 0 0 LAURA GLENN CORPORATE AFFILIATE ADVISO 1.00 5.00 X 0 0 0 SHAUN SNYDER CHIEF EXECUTIVE OFFICER 5.00 40.00 X 0 424423 50756 0 424423 50756 0 0 1 0 0 0 0 0 0 2937224 2937224 2937224 2937224 0 0 241130 74120 164936 3513591 3993777 0 354083 702470 1056553 0 X 2937224 0 2937224 0 3993777 0 -2937224 0 X X 0 1 X 1 0 0 X PART X, LINE 2: NAST IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (THE CODE). HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO NAST'S RESPECTIVE TAX-EXEMPT PURPOSES ARE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, NAST HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE PRIVATE FOUNDATIONS WITHIN THE CONTEXT OF SECTION 509(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF NAST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY NAST, AND HAS CONCLUDED THAT AS OF JUNE 30, 2025 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. NAST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. NAST HAS FILED THEIR RESPECTIVE FEDERAL INCOME TAX RETURNS FOR PERIODS THROUGH JUNE 30, 2024. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE OF THE RETURN OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). 1 NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION 1201 PENNSYLVANIA AVE NW WASHINGTON DC 20004 611370611 501(C)(3) 2937224 0 TRANSFER OF NET ASSETS TO ORGANIZATION 1 PART I, LINE 2: THE BOARD OF DIRECTORS OF THE ENTITY RECEIVING THE GRANT IS THE SAME BOARD OF DIRECTORS AS THIS ENTITY, AS THE TWO ORGANIZATIONS ARE CLOSELY RELATED. 0 0 0 SHAUN SNYDER CHIEF EXECUTIVE OFFICER 0 421313 0 0 0 3110 0 50756 0 0 0 475179 0 0 NET ASSETS OF ORGANIZATION 2024-07-01 2937224 BOOK VALUE 611370611 NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION 1201 PENNSYLVANIA AVE NW WASHINGTON DC 20004 501(C)(3) 1 1 0 0 PART II, LINE 2E: PERSON(S) INVOLVED: THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR OF THE ORGANIZATION PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: THE BOARD OF DIRECTORS AND EXECUTIVE DIRECTOR OF THE ORGANIZATION ARE ALSO THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR OF THE RECEIVING ORGANIZATION, AS THE TWO ORGANIZATIONS ARE CLOSELY RELATED. FORM 990, PART III, LINE 3 THE ORGANIZATION CEASED CONDUCTING SIGNIFICANT PROGRAM SERVICES DURING THE YEAR AND TRANSFERRED ITS NET ASSETS TO NAST FOUNDATION. FORM 990, PART VI, SECTION A, LINE 6 TREASURERS OF EACH STATE, COMMONWEALTH, AND TERRITORY OF THE UNITED STATES ARE PRINCIPAL MEMBERS UPON PAYMENT OF MEMBERSHIP FEES AND SHALL BE ENTITLED TO CAST ONLY ONE VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY ONE OR MORE BOARD MEMBERS AFTER IT HAS BEEN FILED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC 449 LEWIS HARGETT CIRCLE LEXINGTON KY 40503 611370611 EDUCATION KY 501(C)(3) LINE 12B, II 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION B 2937224 FAIR VALUE