Nonprofit · EIN 52-1625594
NATIONAL ASSOCIATION OF STATE BUDGET OFFICERS
Tax-exempt · WASHINGTON, DC 20001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,741,575 | $2,630,009 | $111,566 | $4,705,366 | $1,122,186 | $3,583,180 |
| June 30, 2024 | 990 | $2,267,147 | $2,389,380 | -$122,233 | $4,684,569 | $1,341,160 | $3,343,409 |
| June 30, 2023 | 990 | $2,239,763 | $2,461,413 | -$221,650 | $4,774,738 | $1,591,173 | $3,183,565 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,129,495
- Membership dues
- $1,442,600
- Program service revenue
- $189,125
- Investment income
- $239,406
- Net gain from sales of assets
- $46,095
- Other revenue
- $183,549
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $284,408
- Other salaries and wages
- $855,216
- Salaries, compensation and benefits (total)
- $1,467,433
- Professional fundraising fees
- $0
- Legal fees
- $841
- Accounting fees
- $15,311
- Occupancy
- $176,237
- Depreciation
- $1,551
- Program services (functional)
- $2,187,272
- Management and general (functional)
- $442,737
Balance sheet and other
- Total assets, start of year
- $4,684,569
- Total assets, end of year
- $4,705,366
- Total liabilities, end of year
- $1,122,186
- Net assets, end of year
- $3,583,180
- Land, buildings and equipment
- $1,790
- Publicly traded securities
- $4,036,847
- Net assets without donor restrictions
- $3,583,180
- Gross receipts
- $3,167,212
- Employees
- 9
- Volunteers
- 13
- Year formed
- 1993
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHELBY KERNS | EXECUTIVE DIRECTOR & SECRE Officer | 35 | $243,444 | $35,153 |
| DAVE THURMAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ALEXIS STURM | PRESIDENT-ELECT Trustee or director, Officer | 0.5 | $0 | $0 |
| KIMBERLY MURNIEKS | PAST-PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| ERIKA LI | MEMBER-AT-LARGE Trustee or director | 0.2 | $0 | $0 |
| KRISTIN WALKER | MEMBER-AT-LARGE Trustee or director | 0.2 | $0 | $0 |
| NATALIE KRUG | EASTERN REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| BRAN SHIM | EASTERN REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| AHNA MINGE | MIDWEST REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| ADAM PROFFITT | MIDWEST REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| TERNISA HUTCHINSON | SOUTHERN REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| MICHAEL MAUL | SOUTHERN REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| DUNCAN EVANS | WESTERN REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| AMY STEPHENSON | WESTERN REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHELBY KERNS | EXECUTIVE DIRECTOR & SECRE Officer | 35 | $234,961 | $33,949 |
| KIMBERLY MURNIEKS | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| DAVE THURMAN | PRESIDENT-ELECT Trustee or director, Officer | 0.5 | $0 | $0 |
| LAUREN LARSON | PAST-PRESIDENT Trustee or director | 0.5 | $0 | $0 |
| BEN LUKENS | MEMBER-AT-LARGE Trustee or director | 0.2 | $0 | $0 |
| KRISTIN WALKER | MEMBER-AT-LARGE Trustee or director | 0.2 | $0 | $0 |
| BRAN SHIM | EASTERN REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| GREGORY MESSNER | EASTERN REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| ZAC JACKSON | MIDWEST REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| DAN HAUG | MIDWEST REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| MICHAEL MAUL | SOUTHERN REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| TERNISA HUTCHINSON | SOUTHERN REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| DUNCAN EVANS | WESTERN REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| ERIKA LI | WESTERN REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHELBY KERNS | EXECUTIVE DIRECTOR & SECRE Officer | 35 | $226,130 | $12,269 |
| KIM MURNIEKS | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| LAUREN LARSON | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| KATE NASS | PAST-PRESIDENT Trustee or director | 0.5 | $0 | $0 |
| ALEXIS STURM | MEMBER-AT-LARGE Trustee or director | 0.2 | $0 | $0 |
| BEN LUKENS | MEMBER-AT-LARGE Trustee or director | 0.2 | $0 | $0 |
| KRISTIN WALKER | SOUTHERN REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| TERNISA HUTCHINSON BURDEN | SOUTHERN REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| BRAN SHIM | EASTERN REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| GREGORY MESSNER | EASTERN REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| ZAC JACKSON | MIDWEST REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| DAN HAUG | MIDWEST REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| JOE MORRISSETTE | MIDWEST REGIONAL DIRECTOR (RESIGNED JULY 2022) Trustee or director | 0.2 | $0 | $0 |
| CINTHIA MARTINEZ | WESTERN REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| ERIKA LI | WESTERN REGIONAL DIRECTOR Trustee or director | 0.2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 444 N CAPITOL ST NW STE 642, WASHINGTON, DC 20001-1556
- In care of
- % NATI
- Principal officer (990 for 2024)
- SHELBY KERNS, 444 N CAPITOL ST NW SUITE 642, WASHINGTON, DC 20001
- Signed the 990
- SHELBY KERNS, EXECUTIVE DIRECTOR
- Phone
- (202) 624-5382
- Website
- WWW.NASBO.ORG
- Return prepared by
- SORREN INC
Mission
TO ENCOURAGE STUDY AND RESEARCH IN STATE BUDGETING, TO EXCHANGE INFORMATION AND PROMOTE COOPERATION TOWARD MORE EFFECTIVE BUDGET PREPARATION AND MANAGEMENT, AND TO ATTAIN GREATER EFFICIENCY AND ECONOMY OF PROGRAMS AND SERVICES THOUGH IMPROVED TECHNIQUES OF ALLOCATING AND MANAGING AVAILABLE RESOURCES.
Program accomplishments
- MEMBER SERVICE AND TECHNICAL ASSISTANCE: TWICE A YEAR, NASBO PUBLISHES THE "FISCAL SURVEY OF STATES" REPORT, INCLUDING DATA FROM ALL GOVERNORS' PROPOSED AND ENACTED BUDGETS. EACH YEAR, NASBO ALSO PUBLISHES THE STATE EXPENDITURE REPORT WHICH EXAMINES SPENDING IN THE FUNCTIONAL AREAS OF STATE BUDGETS. EVERY TUESDAY, MEMBERS RECEIVE AN IN DEPTH REPORT PROVIDING UP-TO-DATE INFORMATION ON IMPORTANT FEDERAL ACTIONS THAT HAVE AN IMPACT ON STATES. EVERY THURSDAY, BUDGET STAFF RECEIVE A WEEKLY EMAIL OF PRESS CLIPS COVERING TOP BUDGET STORIES IN THE STATES COMPILED BY NASBO STAFF. NASBO MONITORS STATE FISCAL CONDITIONS, GOVERNORS' PROPOSALS AND PRESS ACCOUNTS TO KEEP MEMBERS CURRENT ON STATE-BY-STATE BUDGET AND REVENUE OUTLOOKS.Expenses $1,549,079 · revenue $372,674
- TRAINING AND DEVELOPMENT: NASBO TRAINS STATE BUDGET ANALYSTS ON COMMUNICATION STRATEGIES, PERFORMANCE MEASURES, ANALYZING BUDGET REQUESTS AND MORE AT THE INTRODUCTION TO STATE BUDGETING SEMINAR AND THE ANALYST PROFESSIONAL DEVELOPMENT SEMINAR. TRAINING IS ALSO PROVIDED THROUGH WEBINARS.Expenses $638,193
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1625594
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $4,705,366
- Income (IRS master file)
- $3,167,212
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,741,575 | $2,630,009 | $4,705,366 | IRS |
| 990 | June 2024 | $2,267,147 | $2,389,380 | $4,684,569 | IRS |
| 990 | June 2023 | $2,239,763 | $2,461,413 | $4,774,738 | XML |
| 990 | June 2022 | $1,793,465 | $1,888,610 | $4,276,380 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1625594).
Questions about NATIONAL ASSOCIATION OF STATE BUDGET OFFICERS
- What is the EIN of NATIONAL ASSOCIATION OF STATE BUDGET OFFICERS?
- The employer identification number (EIN) of NATIONAL ASSOCIATION OF STATE BUDGET OFFICERS is 52-1625594.
- Is NATIONAL ASSOCIATION OF STATE BUDGET OFFICERS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to NATIONAL ASSOCIATION OF STATE BUDGET OFFICERS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NATIONAL ASSOCIATION OF STATE BUDGET OFFICERS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NATIONAL ASSOCIATION OF STATE BUDGET OFFICERS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL ASSOCIATION OF STATE BUDGET OFFICERS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of NATIONAL ASSOCIATION OF STATE BUDGET OFFICERS?
- The 990 for the year ended June 30, 2025 names SHELBY KERNS.
- Who are the officers and directors of NATIONAL ASSOCIATION OF STATE BUDGET OFFICERS?
- The 990 for the year ended June 30, 2025 lists 14 people; 1 received compensation from the organization, the highest $243,444 (SHELBY KERNS, EXECUTIVE DIRECTOR & SECRE).
- How much revenue does NATIONAL ASSOCIATION OF STATE BUDGET OFFICERS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,741,575, expenses of $2,630,009 and total assets of $4,705,366 at year end.
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