Civic Intelligence

The College Savings Foundation

EIN 82-0586030 • 501(c)6 • Rockville, MD

Profile

The College Savings Foundation has the mission of helping American families achieve their education savings goals by working with public policy makers, media representatives and financial service industry executives in support of education savings programs.

1300 Picard DriveRockville, MD 20850

www.collegesavingsfoundation.org

Siviq Scores

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

Liabilities / Assets

81st percentile

0.34x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

75th percentile

0.23x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2023

Net Margin

54th percentile

4.8%

Higher net margin than 54% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

23rd percentile

-6.7%

Faster asset growth than 23% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

35%

Faster revenue growth than 88% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$304,821

Down $41,062 (-12%) from 2023

Liabilities

Down

$58,750

Down $59,876 (-50%) from 2023

Net Assets

Up

$246,071

Up $18,814 (+8.3%) from 2023

Operations
Liabilities / Revenue75th percentileNet Margin54th percentile

Revenue

Up

$574,347

Up $68,807 (+14%) from 2023

Expenses

Up

$555,533

Up $74,148 (+15%) from 2023

Net Income

Down

$18,814

Down $5,341 (-22%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$800K$600K$400K$200K$0Assets 2010: $312,570Liabilities 2010: $123,569Net Assets 2010: $189,0012010Assets 2011: $347,002Liabilities 2011: $116,146Net Assets 2011: $230,8562011Assets 2012: $287,509Liabilities 2012: $102,802Net Assets 2012: $184,7072012Assets 2013: $208,670Liabilities 2013: $82,743Net Assets 2013: $125,9272013Assets 2014: $404,134Liabilities 2014: $347,750Net Assets 2014: $56,3842014Assets 2015: $185,906Liabilities 2015: $86,697Net Assets 2015: $99,2092015Assets 2016: $565,399Liabilities 2016: $398,006Net Assets 2016: $167,3932016Assets 2017: $398,694Liabilities 2017: $146,150Net Assets 2017: $252,5442017Assets 2018: $696,781Liabilities 2018: $401,920Net Assets 2018: $294,8612018Assets 2019: $584,074Liabilities 2019: $273,469Net Assets 2019: $310,6052019Assets 2020: $701,175Liabilities 2020: $432,270Net Assets 2020: $268,9052020Assets 2021: $422,498Liabilities 2021: $190,805Net Assets 2021: $231,6932021Assets 2022: $370,666Liabilities 2022: $167,564Net Assets 2022: $203,1022022Assets 2023: $345,883Liabilities 2023: $118,626Net Assets 2023: $227,2572023Assets 2024: $304,821Liabilities 2024: $58,750Net Assets 2024: $246,0712024

Highlighted filing

2024

Assets$304,821
Liabilities$58,750
Net Assets$246,071
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $463,7982010Revenue 2011: $474,125Expenses 2011: $422,535Net Income 2011: $51,5902011Revenue 2012: $463,556Expenses 2012: $509,401Net Income 2012: -$45,8452012Revenue 2013: $422,548Expenses 2013: $451,878Net Income 2013: -$29,3302013Revenue 2014: $342,927Expenses 2014: $412,470Net Income 2014: -$69,5432014Revenue 2015: $505,000Expenses 2015: $430,328Net Income 2015: $74,6722015Revenue 2016: $479,956Expenses 2016: $409,624Net Income 2016: $70,3322016Revenue 2017: $463,115Expenses 2017: $377,964Net Income 2017: $85,1512017Revenue 2018: $465,937Expenses 2018: $423,620Net Income 2018: $42,3172018Revenue 2019: $463,722Expenses 2019: $447,978Net Income 2019: $15,7442019Revenue 2020: $362,455Expenses 2020: $404,155Net Income 2020: -$41,7002020Revenue 2021: $357,569Expenses 2021: $394,781Net Income 2021: -$37,2122021Revenue 2022: $373,975Expenses 2022: $402,566Net Income 2022: -$28,5912022Revenue 2023: $505,540Expenses 2023: $481,385Net Income 2023: $24,1552023Revenue 2024: $574,347Expenses 2024: $555,533Net Income 2024: $18,8142024

Highlighted filing

2024

Revenue$574,347
Expenses$555,533
Net Income$18,814
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$304,821
Liabilities
$58,750
Net assets
$246,071
Revenue
$574,347
Expenses
$555,533
Net income
$18,814
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.05$0.59$2.46$5.74$5.56$0.19
2023Detailed filing. Detailed filing data is available for this year.$3.46$1.19$2.27$5.06$4.81$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.71$1.68$2.03$3.74$4.03$0.29
2021Detailed filing. Detailed filing data is available for this year.$4.22$1.91$2.32$3.58$3.95$0.37
2020Detailed filing. Detailed filing data is available for this year.$7.01$4.32$2.69$3.62$4.04$0.42
2019Detailed filing. Detailed filing data is available for this year.$5.84$2.73$3.11$4.64$4.48$0.16
2018Detailed filing. Detailed filing data is available for this year.$6.97$4.02$2.95$4.66$4.24$0.42
2017Detailed filing. Detailed filing data is available for this year.$3.99$1.46$2.53$4.63$3.78$0.85
2016Detailed filing. Detailed filing data is available for this year.$5.65$3.98$1.67$4.80$4.10$0.70
2015Detailed filing. Detailed filing data is available for this year.$1.86$0.87$0.99$5.05$4.30$0.75
2014Detailed filing. Detailed filing data is available for this year.$4.04$3.48$0.56$3.43$4.12$0.70
2013Detailed filing. Detailed filing data is available for this year.$2.09$0.83$1.26$4.23$4.52$0.29
2012Summary only. Only limited summary data is available for this year.$2.88$1.03$1.85$4.64$5.09$0.46
2011Summary only. Only limited summary data is available for this year.$3.47$1.16$2.31$4.74$4.23$0.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$1.24$1.89$4.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 1, 2025
Return Version
2024v5.1
Gross Receipts
$574,347
Mission and Program Overview

Mission

The College Savings Foundation has the

The College Savings Foundation has the mission of helping American families achieve their education savings goals by working with public policy makers, media representatives and financial service industry executives in support of education savings programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$329,044$288,920▼ $40,124
Prepaid Expenses and Deferred Charges$16,839$15,901▼ $938
Total Assets$345,883$304,821▼ $41,062
Liabilities
Deferred Revenue$70,000$32,215▼ $37,785
Accounts Payable and Accrued Expenses$48,626$26,535▼ $22,091
Total Liabilities$118,626$58,750▼ $59,876
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$227,257$246,071▲ $18,814
Total Net Assets Fund Balance$227,257$246,071▲ $18,814
Total Liabilities and Net Assets / Fund Balance$345,883$304,821▼ $41,062
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer Disanza--$180,955$5,178$186,133
Jennifer DisanzaExceutive DirectorPT$180,955-$180,955

Board Members and Trustees

NameTitle
Chris McgeeChair
Vivian TsaiChair Emeriti
Deborah SmithVice-chair
Anthony DurkanDirector
Chris WernerDirector
Evan MayhewDirector
Kevin JohnstonDirector
Linda GreenDirector
Paula SmithDirector
Reagan AndersonDirector
Rich PolimeniDirector
Rob PercivalDirector
Sandra PalmerDirector
Sara IsmartDirector
Stephen JobeDirector
Tracy ZieglerSecretary
John ParkTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Management Solutions Plus IncAsset Management Fee1300 Piccard Dr LL-14, Rockville, MD 20850$180,955
Davis & Harman LLPLegal Retainer Fee1455 PENNAVE NW SUITE 1200, Washington Dc, DC 20004$165,428
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$573,730
Investment Income
$617
Other Revenue
$0
Change in Net Assets
$18,814
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$369,400
Salaries, Compensation, and Employee Benefits$186,133
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$0$186,133$0$186,133
Fees for Services Lobbying$165,428$1,291$0$166,719
Conferences and Meetings$105,272$0$0$105,272
Advertising$48,402$15,804$0$64,206
Fees for Services Accounting$0$15,744$0$15,744
Other Expenses$10,545$0$0$10,545
Information Technology$936$0$0$936
Insurance$0$500$0$500
Total Functional Expenses$330,583$224,950$0$555,533
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$13,895
Total Nondeductible Lobbying and Political Cost$13,895
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jennifer DisanzaEmployee, MSPProvides Association Management ServicesNo$180,955
Jennifer DisanzaEmployee, MSPOther operating expenses reimbursedNo$5,179
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
Filing and Contact Details

Filer

Filer Name
The College Savings Foundation
EIN
82-0586030
Phone
2404046472
Address
1300 PICARD DRIVE, ROCKVILLE, MD 20850
Doing Business As
Csf

Signing Officer

Name
Jennifer Disanza
Title
Executive Director
Phone
2404046472
Signed
2025-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennife Disanza
Formed
2003
Legal Domicile
Md
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
75

Preparer

Firm
Affluent Financial Services LLC
Address
11806 KIGGER JACK LANE, CLARKSBURG, MD 20871
Preparer
Ajit Chawla
Phone
3019218585
Supplemental Narrative

Additional Explanations

Pt VI, Line 3

“A Management Company is engaged and responsible for the administration and operations of CSF. It also serves a role of coordination and oversight of various aspects of CSF, which includes oversight of other organizations that CSF engages to provide specific functions such as financial capabilities, legal and legislative, as well as media services. Also, as per By-laws of CSF, the Executive directors (management company) role is defined as:The Board of Directors may employ an Executive Director to be responsible for carrying out policy as set by the Board of Directors for conducting the daily affairs of the Foundation and for the employment and supervision of all other paid Foundations personnel.The Executive Director, by virtue of his/her position, shall be a non-voting member of the Board of Directors.”

Pt VI, Line 6

“The members of CSF include Investment managers, Government bodies, Law firms, Accounting and Consulting firms, and non-profit agencies that participate in the sponsorship or administration of 529 College Savings Plans.”

Pt VI, Line 11B

“Form 990 is reviewed by the Treasurer and Executive Director and shared with other Board of Directors before filing with IRS.”

Pt VI, Line 4

“By-laws added broker dealer and investment firms in the description for the Sustaining level of membership.”

Pt VI, Line 19

“Upon request, policy documents and tax returns are shared with public.”

Raw XML AppendixShowing 400 of 452 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/Desc0CSF serves the education savings industry as a central repository of information and an expert resource for its members and for representatives of state and federal government, institutions of higher education and other related Foundations and associations. Primary focus of CSF is building public awareness of and providing public policy support for IRS code 529 plans.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIR EMERITI
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXCEUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0574347
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt0936
IRS990/InformationTechnologyGrp/TotalAmt0936
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0500
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt0500
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0617
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MD
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The College Savings Foundation has the mission of helping American families achieve their education savings goals by working with public policy makers, media representatives and financial service industry executives in support of education savings programs.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0227257
IRS990/NetAssetsOrFundBalancesEOYAmt0246071
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0227257
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0246071
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0Bank and credit card fee
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/Desc2Special Projects
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04380
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11098
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt210545
IRS990/OtherExpensesGrp/TotalAmt04380
IRS990/OtherExpensesGrp/TotalAmt11098
IRS990/OtherExpensesGrp/TotalAmt210545
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016839
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015901
IRS990/PrincipalOfficerNm0JENNIFE DISANZA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1CONFERENCES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0392530
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1181200
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt011132
IRS990/PYOtherExpensesAmt0348368
IRS990/PYProgramServiceRevenueAmt0494408
IRS990/PYRevenuesLessExpensesAmt024155
IRS990/PYSalariesCompEmpBnftPaidAmt0133017
IRS990/PYTotalExpensesAmt0481385
IRS990/PYTotalRevenueAmt0505540
IRS990/ReconcilationRevenueExpnssAmt018814
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0329044
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0288920
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt0196265
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt0392530
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt013895
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt013895
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/TaxableAmt00
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0180955
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt05178
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JENNIFER DISANZA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0186133
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JENNIFER DISANZA
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1JENNIFER DISANZA
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Employee, MSP
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1Employee, MSP
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0180955
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt15179
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Provides Association Management Services
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1Other operating expenses reimbursed
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A Management Company is engaged and responsible for the administration and operations of CSF. It also serves a role of coordination and oversight of various aspects of CSF, which includes oversight of other organizations that CSF engages to provide specific functions such as financial capabilities, legal and legislative, as well as media services. Also, as per By-laws of CSF, the Executive directors (management company) role is defined as:The Board of Directors may employ an Executive Director to be responsible for carrying out policy as set by the Board of Directors for conducting the daily affairs of the Foundation and for the employment and supervision of all other paid Foundations personnel.The Executive Director, by virtue of his/her position, shall be a non-voting member of the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The members of CSF include Investment managers, Government bodies, Law firms, Accounting and Consulting firms, and non-profit agencies that participate in the sponsorship or administration of 529 College Savings Plans.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 is reviewed by the Treasurer and Executive Director and shared with other Board of Directors before filing with IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3By-laws added broker dealer and investment firms in the description for the Sustaining level of membership.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Upon request, policy documents and tax returns are shared with public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/StatesWhereCopyOfReturnIsFldCd1DC
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0345883
IRS990/TotalAssetsEOYAmt0304821
IRS990/TotalAssetsGrp/BOYAmt0345883
IRS990/TotalAssetsGrp/EOYAmt0304821
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0224950
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0330583
IRS990/TotalFunctionalExpensesGrp/TotalAmt0555533
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0118626
IRS990/TotalLiabilitiesEOYAmt058750
IRS990/TotalLiabilitiesGrp/BOYAmt0118626
IRS990/TotalLiabilitiesGrp/EOYAmt058750
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0227257
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0246071

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