Civic Intelligence

National Association of State Technology Directors

EIN 61-1227974 • 501(c)3 • Lexington, KY

Profile

A member driven organization whose purpose is to advance and promote the effective use of information technology and services to improve the operation of state government by creating and maintaining a robust framework for exchange of best practices, lessons learned and current IT government trends.

1776 Avenue of the StatesLexington, KY 40511

www.nastd.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

44th percentile

0.04x

Higher debt load relative to assets than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

47th percentile

0.06x

Higher debt load relative to revenue than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

70th percentile

18%

Higher net margin than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

66th percentile

10%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

2.8%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,031,729

Up $374,909 (+10%) from 2023

Liabilities

Down

$153,281

Down $101,097 (-40%) from 2023

Net Assets

Up

$3,878,448

Up $476,006 (+14%) from 2023

Revenue

Up

$2,560,995

Up $70,531 (+2.8%) from 2023

Expenses

Up

$2,110,526

Up $5,696 (+0.3%) from 2023

Net Income

Up

$450,469

Up $64,835 (+17%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $890,610Liabilities 2010: $137,250Net Assets 2010: $753,3602010Assets 2011: $925,713Liabilities 2011: $131,500Net Assets 2011: $794,2132011Assets 2012: $901,573Liabilities 2012: $155,750Net Assets 2012: $745,8232012Assets 2013: $928,454Liabilities 2013: $191,300Net Assets 2013: $737,1542013Assets 2014: $1,239,234Liabilities 2014: $282,800Net Assets 2014: $956,4342014Assets 2015: $1,495,632Liabilities 2015: $191,300Net Assets 2015: $1,304,3322015Assets 2016: $1,829,039Liabilities 2016: $258,750Net Assets 2016: $1,570,2892016Assets 2017: $1,849,776Liabilities 2017: $205,125Net Assets 2017: $1,644,6512017Assets 2018: $2,089,934Liabilities 2018: $185,928Net Assets 2018: $1,904,0062018Assets 2019: $2,225,955Liabilities 2019: $102,750Net Assets 2019: $2,123,2052019Assets 2020: $2,182,772Liabilities 2020: $103,500Net Assets 2020: $2,079,2722020Assets 2021: $2,758,824Liabilities 2021: $99,000Net Assets 2021: $2,659,8242021Assets 2022: $3,136,607Liabilities 2022: $154,450Net Assets 2022: $2,982,1572022Assets 2023: $3,656,820Liabilities 2023: $254,378Net Assets 2023: $3,402,4422023Assets 2024: $4,031,729Liabilities 2024: $153,281Net Assets 2024: $3,878,4482024

Highlighted filing

2024

Assets$4,031,729
Liabilities$153,281
Net Assets$3,878,448

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $763,2292010Expenses 2011: $858,4512011Revenue 2012: $972,328Expenses 2012: $1,027,325Net Income 2012: -$54,9972012Revenue 2013: $902,693Expenses 2013: $912,214Net Income 2013: -$9,5212013Revenue 2014: $1,037,856Expenses 2014: $822,012Net Income 2014: $215,8442014Revenue 2015: $1,290,628Expenses 2015: $938,061Net Income 2015: $352,5672015Revenue 2016: $1,392,489Expenses 2016: $1,140,735Net Income 2016: $251,7542016Revenue 2017: $1,338,560Expenses 2017: $1,294,074Net Income 2017: $44,4862017Revenue 2018: $1,426,683Expenses 2018: $1,156,175Net Income 2018: $270,5082018Revenue 2019: $1,554,638Expenses 2019: $1,395,929Net Income 2019: $158,7092019Revenue 2020: $603,268Expenses 2020: $677,370Net Income 2020: -$74,1022020Revenue 2021: $1,506,761Expenses 2021: $977,913Net Income 2021: $528,8482021Revenue 2022: $2,092,804Expenses 2022: $1,690,221Net Income 2022: $402,5832022Revenue 2023: $2,490,464Expenses 2023: $2,104,830Net Income 2023: $385,6342023Revenue 2024: $2,560,995Expenses 2024: $2,110,526Net Income 2024: $450,4692024

Highlighted filing

2024

Revenue$2,560,995
Expenses$2,110,526
Net Income$450,469

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.03$0.15$3.88$2.56$2.11$0.45
2023Detailed filing. Detailed filing data is available for this year.$3.66$0.25$3.40$2.49$2.10$0.39
2022Detailed filing. Detailed filing data is available for this year.$3.14$0.15$2.98$2.09$1.69$0.40
2021Detailed filing. Detailed filing data is available for this year.$2.76$0.10$2.66$1.51$0.98$0.53
2020Detailed filing. Detailed filing data is available for this year.$2.18$0.10$2.08$0.60$0.68$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.23$0.10$2.12$1.55$1.40$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.19$1.90$1.43$1.16$0.27
2017Detailed filing. Detailed filing data is available for this year.$1.85$0.21$1.64$1.34$1.29$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.83$0.26$1.57$1.39$1.14$0.25
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.19$1.30$1.29$0.94$0.35
2014Detailed filing. Detailed filing data is available for this year.$1.24$0.28$0.96$1.04$0.82$0.22
2013Detailed filing. Detailed filing data is available for this year.$0.93$0.19$0.74$0.90$0.91$0.01
2012Summary only. Only limited summary data is available for this year.$0.90$0.16$0.75$0.97$1.03$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.13$0.79$0.86
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.14$0.75$0.76
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 31, 2025
Return Version
2024v5.0
Gross Receipts
$2,560,995
Mission and Program Overview

Mission

A member driven organization whose purpose is to advance and promote the effective use of information technology and services to improve the operation of state government by creating and maintaining a robust framework for exchange of best practices, lessons learned and current IT government trends.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$561,550$643,294▲ $81,744
Prepaid Expenses and Deferred Charges$51,958$86,711▲ $34,753
Accounts Receivable-$5,200-
Total Assets$3,656,820$4,031,729▲ $374,909
Other Assets Total$3,043,312$3,296,524▲ $253,212
Liabilities
Deferred Revenue$254,280$152,600▼ $101,680
Accounts Payable and Accrued Expenses$98$681▲ $583
Total Liabilities$254,378$153,281▼ $101,097
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,402,442$3,878,448▲ $476,006
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$3,402,442$3,878,448▲ $476,006
Total Liabilities and Net Assets / Fund Balance$3,656,820$4,031,729▲ $374,909

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$3,296,524--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Donnie PattersonEastern Region President
Joe HomanImmediate Past President
Todd BaxterMidwestern Region President
Andy OganPresident
Stephen PattersonSouthern Region President
Ryan OganWestern Region President
Kevin GravelVice President
Henry KaylorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,461,775
Program Service Revenue
$892,622
Investment Income
$206,598
Other Revenue
$0
All Other Contributions
$669,325
Change in Net Assets
$450,469
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,110,526
Total Fundraising Expense$35,929
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$1,211,245$0$0$1,211,245
Fees for Services Management$532,181$69,690$31,677$633,548
Travel$85,192$23,789$0$108,981
All Other Expenses$63,865$7,929$27$71,821
Information Technology$45,860$6,006$2,730$54,596
Occupancy$14,028$1,837$835$16,700
Office Expenses$9,609$1,258$572$11,439
Insurance$1,470$193$88$1,751
Fees for Services Legal$0$445$0$445
Total Functional Expenses$1,963,450$111,147$35,929$2,110,526
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The day to day activities of the organization are performed by employees of The Council of State Governments.

Form 990, Part VI, Section B, Line 11B

The Executive Director reviews the form before filing. A copy of the 990 is provided to the president of the organization after it has been filed.

Form 990, Part VI, Section C, Line 19

Governing documents and financial statements would be made available upon request.

Filing and Contact Details

Filer

Filer Name
National Association of State Technology Directors
EIN
61-1227974
Phone
8592448000
Address
1776 Avenue of the States, LEXINGTON, KY 40511

Signing Officer

Name
Heath Huddleston
Title
Director of Finance
Phone
8592448144
Signed
2025-10-31

Organization Details

Principal Officer
Whitney Wilgus
Formed
1978
Legal Domicile
De
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0
Raw XML Appendix398 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0160438
IRS990/PYOtherExpensesAmt02104830
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0715276
IRS990/PYRevenuesLessExpensesAmt0385634
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02104830
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02490464
IRS990/ReconcilationRevenueExpnssAmt0450469
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0892622
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01461775
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01614750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01525050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01043750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0578000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06223325
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0206598
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0160438
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt067779
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt045088
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012897
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0492800
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89926
IRS990ScheduleA/PublicSupportPY170Pct00.92164
IRS990ScheduleA/PublicSupportTotal170Amt06039570
IRS990ScheduleA/SubstantialContributorsTotAmt0183755
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01461775
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01614750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01525050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01043750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0578000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06223325
IRS990ScheduleA/TotalSupportAmt06716125
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03296524
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Cash held by management company
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03296524
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The day to day activities of the organization are performed by employees of The Council of State Governments.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Executive Director reviews the form before filing. A copy of the 990 is provided to the president of the organization after it has been filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents and financial statements would be made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03656820
IRS990/TotalAssetsEOYAmt04031729
IRS990/TotalAssetsGrp/BOYAmt03656820
IRS990/TotalAssetsGrp/EOYAmt04031729
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01461775
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt035929
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0111147
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01963450
IRS990/TotalFunctionalExpensesGrp/TotalAmt02110526
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0254378
IRS990/TotalLiabilitiesEOYAmt0153281
IRS990/TotalLiabilitiesGrp/BOYAmt0254378
IRS990/TotalLiabilitiesGrp/EOYAmt0153281
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03402442
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03878448
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt01963450
IRS990/TotalProgramServiceRevenueAmt0892622
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0206598
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0892622
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02560995
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03656820
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04031729
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt023789
IRS990/TravelGrp/ProgramServicesAmt085192
IRS990/TravelGrp/TotalAmt0108981
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01776 Avenue of the States
IRS990/USAddress/CityNm0Lexington
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040511
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.nastd.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Heath Huddleston
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director of Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum08592448144
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL ASSOCIATION OF STATE TECHNOLOGY DIRECTORS
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0611227974
ReturnHeader/Filer/PhoneNum08592448000
ReturnHeader/Filer/USAddress/AddressLine1Txt01776 Avenue of the States
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040511
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-11-03T09:27:20-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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