Liabilities / Assets
89th percentile
Higher debt load relative to assets than 89% of similar nonprofits.
990 • Fiscal year 2018 • EIN 82-0586030
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
89th percentile
Higher debt load relative to assets than 89% of similar nonprofits.
Liabilities / Revenue
95th percentile
Higher debt load relative to revenue than 95% of similar nonprofits.
Net Margin
67th percentile
Higher net margin than 67% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 24.8% of source-year revenue.
Asset Growth
95th percentile
Faster asset growth than 95% of similar nonprofits.
Revenue Growth
42nd percentile
Faster revenue growth than 42% of similar nonprofits.
Assets
Up$696,781
Up $298,087 (+75%) from 2017
Net Assets
Up$294,861
Up $42,317 (+17%) from 2017
Liabilities
Up$401,920
Up $255,770 (+175%) from 2017
Revenue
Up$465,937
Up $2,822 (+0.6%) from 2017
Expenses
Up$423,620
Up $45,656 (+12%) from 2017
Net Income
Down$42,317
Down $42,834 (-50%) from 2017
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $385,255 | $428,270 | ▲ $43,015 |
| Accounts Receivable | $500 | $252,000 | ▲ $251,500 |
| Prepaid Expenses and Deferred Charges | $12,939 | $16,511 | ▲ $3,572 |
| Total Assets | $398,694 | $696,781 | ▲ $298,087 |
| Liabilities | |||
| Deferred Revenue | $111,625 | $365,500 | ▲ $253,875 |
| Accounts Payable and Accrued Expenses | $34,525 | $36,420 | ▲ $1,895 |
| Total Liabilities | $146,150 | $401,920 | ▲ $255,770 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $252,544 | $294,861 | ▲ $42,317 |
| Total Net Assets Fund Balance | $252,544 | $294,861 | ▲ $42,317 |
| Total Liabilities and Net Assets / Fund Balance | $398,694 | $696,781 | ▲ $298,087 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Kathy Hamor | Executive Director | PT | $115,500 | $115,500 |
| Name | Title |
|---|---|
| Richard Polimeni | Chair |
| Mary Morris | Past Chair |
| Vivian Tsai | Vice Chair |
| Chris Werner | Director |
| John Bryson | Director |
| Jon Reiners | Director |
| Lisa Light | Director |
| Maria Manotok | Director |
| Mary Connors | Director |
| Rob Tirrell | Director |
| Roger Michaud | Director |
| Stacey Belford | Director |
| Steve Piekara | Director |
| Tom Morgan | Director |
| Deborah Smith | Secreatry |
| Regina Carmon | Treasurer |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Davis & Harman LLP | Legal Retainer Fee | 1455 PENNAVE NW SUITE 1200, Washington Dc, DC 20004 | $120,000 |
| Capital Concepts Consulting LLC | Management Consulting | 1100 NORTH GLEBE ROAD SUITE 1010, Arlington, VA 22201 | $115,500 |
| Line Item | Amount |
|---|---|
| Other Expenses | $308,120 |
| Salaries, Compensation, and Employee Benefits | $115,500 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Services Lobbying | $120,000 | $2,403 | $0 | $122,403 |
| Current Officers, Directors, Trustees, and Key Employees | $7,500 | $108,000 | $0 | $115,500 |
| Conferences and Meetings | $81,616 | $0 | $0 | $81,616 |
| Fees for Services Other | $65,342 | $2,804 | $0 | $68,146 |
| Fees for Services Accounting | $0 | $14,925 | $0 | $14,925 |
| Travel | $0 | $6,540 | $0 | $6,540 |
| Information Technology | $4,966 | $0 | $0 | $4,966 |
| Insurance | $0 | $2,274 | $0 | $2,274 |
| Other Expenses | $0 | $1,465 | $0 | $1,465 |
| Office Expenses | $0 | $742 | $0 | $742 |
| Total Functional Expenses | $279,424 | $144,196 | $0 | $423,620 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Amount |
|---|---|
| Current Year Nondeductible Lobbying and Political Cost | $79,900 |
| Total Nondeductible Lobbying and Political Cost | $79,900 |
| Interested Party | Relationship | Description | Shared Revenue | Amount |
|---|---|---|---|---|
| Kathy Hamor | Owner, Capital Concepts Consulting | Provides Association Management Services | No | $115,500 |
“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 director's (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 Foundation's personnel.The Executive Director, by virtue of his/her position, shall be a non-voting member of the Board of Directors".”
“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.”
“Form 990 is reviewed by the Treasurer and Executive Director and shared with other Board of Directors before filing with IRS.”
“Two directors are married to each other”
“By-laws added broker dealer and investment firms in the description for the Sustaining level of membership.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 34525 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 36420 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 500 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 252000 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | KATHY HAMOR |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7032248083 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1100 NORTH GLEBE ROAD SUITE 1010 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | ARLINGTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | VA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 22201 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | true |
| IRS990/BusinessRlnWithOrgMemInd | 0 | true |
| IRS990/ChangeToOrgDocumentsInd | 0 | true |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 108000 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 7500 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 115500 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 81616 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 81616 |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 120000 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 115500 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 1455 PENNAVE NW SUITE 1200 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 1100 NORTH GLEBE ROAD SUITE 1010 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | WASHINGTON DC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | ARLINGTON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | VA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 20004 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 22201 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | DAVIS & HARMAN LLP |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | CAPITAL CONCEPTS CONSULTING LLC |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | LEGAL RETAINER FEE |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | MANAGEMENT CONSULTING |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 1519 |
| IRS990/CYOtherExpensesAmt | 0 | 308120 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 464418 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 42317 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 115500 |
| IRS990/CYTotalExpensesAmt | 0 | 423620 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 465937 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 111625 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 365500 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | true |
| IRS990/Desc | 0 | CSF 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. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DoingBusinessAsName/BusinessNameLine1Txt | 0 | CSF |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | true |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 14925 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 14925 |
| IRS990/FeesForServicesLobbyingGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt | 0 | 2403 |
| IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt | 0 | 120000 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 122403 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 2804 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 65342 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 68146 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 25.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | STACEY BELFORD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | RICHARD POLIMENI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | TOM MORGAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | MARIA MANOTOK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | REGINA CARMON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | LISA LIGHT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | ROGER MICHAUD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | JOHN BRYSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | KATHY HAMOR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | STEVE PIEKARA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | CHRIS WERNER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | VIVIAN TSAI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | MARY MORRIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | MARY CONNORS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | ROB TIRRELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | JON REINERS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | DEBORAH SMITH |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 115500 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | EXECUTIVE DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | VICE CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | PAST CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | SECREATRY |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 2003 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 16 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 465937 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 16 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 0 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 4966 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 4966 |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 0 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 2274 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 2274 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 1519 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | VA |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 252544 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 294861 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 742 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 742 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherExpensesGrp/Desc | 0 | Bank and credit card fee |
| IRS990/OtherExpensesGrp/Desc | 1 | Miscellaneous |
| IRS990/OtherExpensesGrp/Desc | 2 | Telephone and Fax |
| IRS990/OtherExpensesGrp/Desc | 3 | Printing and stationary |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 0 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 0 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 3 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 3402 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 1509 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 132 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 1465 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 0 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 0 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 0 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 3402 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 1509 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 132 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 1465 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 12939 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 16511 |
| IRS990/PrincipalOfficerNm | 0 | KATHY HAMOR |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | MEMBERSHIP DUES |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | CONFERENCES |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 1 | 0 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 325018 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 139400 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 1 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 655 |
| IRS990/PYOtherExpensesAmt | 0 | 262464 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 462460 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 85151 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 115500 |
| IRS990/PYTotalExpensesAmt | 0 | 377964 |
| IRS990/PYTotalRevenueAmt | 0 | 463115 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 42317 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 385255 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 428270 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleC/AggregateReportedDuesNtcAmt | 0 | 162509 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | false |
| IRS990ScheduleC/DuesAssessmentsAmt | 0 | 325018 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt | 0 | 79900 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt | 0 | 79900 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | false |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | false |
| IRS990ScheduleC/TaxableAmt | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm | 0 | KATHY HAMOR |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt | 0 | Owner, Capital Concepts Consulting |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd | 0 | false |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt | 0 | 115500 |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc | 0 | Provides Association Management Services |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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 director's (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 Foundation's personnel.The Executive Director, by virtue of his/her position, shall be a non-voting member of the Board of Directors". |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Form 990 is reviewed by the Treasurer and Executive Director and shared with other Board of Directors before filing with IRS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Two directors are married to each other |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | By-laws added broker dealer and investment firms in the description for the Sustaining level of membership. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt VI, Line 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Pt VI, Line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Pt VI, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Pt VI, Line 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Pt VI, Line 4 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | VA |
| IRS990/SubjectToProxyTaxInd | 0 | true |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 398694 |
| IRS990/TotalAssetsEOYAmt | 0 | 696781 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 398694 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 696781 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 144196 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 279424 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 423620 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 146150 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 401920 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 146150 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 401920 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 252544 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 294861 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 464418 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 115500 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 465937 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 465937 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 50 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 398694 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 696781 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/FundraisingAmt | 0 | 0 |
| IRS990/TravelGrp/ManagementAndGeneralAmt | 0 | 6540 |
| IRS990/TravelGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TravelGrp/TotalAmt | 0 | 6540 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 252544 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 294861 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 2111 WILSON BLVD |
| IRS990/USAddress/CityNm | 0 | ARLINGTON |
| IRS990/USAddress/StateAbbreviationCd | 0 | VA |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.