Civic Intelligence

The College Savings Foundation

990 • Fiscal year 2018 • EIN 82-0586030

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 12, 2019

1100 North Glebe RoadArlington, VA 22201

(703) 224-8083

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.58x

Higher debt load relative to assets than 89% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

0.86x

Higher debt load relative to revenue than 95% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Net Margin

67th percentile

9.1%

Higher net margin than 67% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

76th percentile

$115,500

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 24.8% of source-year revenue.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Asset Growth

95th percentile

75%

Faster asset growth than 95% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

0.6%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

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

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$696,781
Liabilities$401,920
Net Assets$294,861

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$465,937
Expenses$423,620
Net Income$42,317
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 12, 2019
Return Version
2018v3.1
Gross Receipts
$465,937
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$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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kathy HamorExecutive DirectorPT$115,500$115,500

Board Members and Trustees

NameTitle
Richard PolimeniChair
Mary MorrisPast Chair
Vivian TsaiVice Chair
Chris WernerDirector
John BrysonDirector
Jon ReinersDirector
Lisa LightDirector
Maria ManotokDirector
Mary ConnorsDirector
Rob TirrellDirector
Roger MichaudDirector
Stacey BelfordDirector
Steve PiekaraDirector
Tom MorganDirector
Deborah SmithSecreatry
Regina CarmonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Davis & Harman LLPLegal Retainer Fee1455 PENNAVE NW SUITE 1200, Washington Dc, DC 20004$120,000
Capital Concepts Consulting LLCManagement Consulting1100 NORTH GLEBE ROAD SUITE 1010, Arlington, VA 22201$115,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$464,418
Investment Income
$1,519
Other Revenue
$0
Change in Net Assets
$42,317
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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
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$79,900
Total Nondeductible Lobbying and Political Cost$79,900
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kathy HamorOwner, Capital Concepts ConsultingProvides Association Management ServicesNo$115,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
Yes
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
7032248083
Address
1100 North Glebe Road, ARLINGTON, VA 22201
Doing Business As
Csf

Signing Officer

Name
Kathy Hamor
Title
Executive Director
Phone
7032248083
Signed
2019-04-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Hamor
Formed
2003
Legal Domicile
Va
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
50

Preparer

Firm
Affluent Financial Services LLC
Address
11806 KIGGER JACK LANE, CLARKSBURG, MD 20871
Preparer
Guncha 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 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".

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 2

Two directors are married to each other

Pt VI, Line 4

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

Raw XML AppendixShowing 400 of 440 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt034525
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt036420
IRS990/AccountsReceivableGrp/BOYAmt0500
IRS990/AccountsReceivableGrp/EOYAmt0252000
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The 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/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0KATHY HAMOR
IRS990/BooksInCareOfDetail/PhoneNum07032248083
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01100 NORTH GLEBE ROAD SUITE 1010
IRS990/BooksInCareOfDetail/USAddress/CityNm0ARLINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022201
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0true
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/ChangeToOrgDocumentsInd0true
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0108000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt07500
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0115500
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt081616
IRS990/ConferencesMeetingsGrp/TotalAmt081616
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0120000
IRS990/ContractorCompensationGrp/CompensationAmt1115500
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01455 PENNAVE NW SUITE 1200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11100 NORTH GLEBE ROAD SUITE 1010
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WASHINGTON DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1ARLINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd020004
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd122201
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0DAVIS & HARMAN LLP
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1CAPITAL CONCEPTS CONSULTING LLC
IRS990/ContractorCompensationGrp/ServicesDesc0LEGAL RETAINER FEE
IRS990/ContractorCompensationGrp/ServicesDesc1MANAGEMENT CONSULTING
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01519
IRS990/CYOtherExpensesAmt0308120
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0464418
IRS990/CYRevenuesLessExpensesAmt042317
IRS990/CYSalariesCompEmpBnftPaidAmt0115500
IRS990/CYTotalExpensesAmt0423620
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0465937
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0111625
IRS990/DeferredRevenueGrp/EOYAmt0365500
IRS990/DelegationOfMgmtDutiesInd0true
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.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0CSF
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014925
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt014925
IRS990/FeesForServicesLobbyingGrp/FundraisingAmt00
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt02403
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt0120000
IRS990/FeesForServicesLobbyingGrp/TotalAmt0122403
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02804
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt065342
IRS990/FeesForServicesOtherGrp/TotalAmt068146
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt825.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0STACEY BELFORD
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD POLIMENI
IRS990/Form990PartVIISectionAGrp/PersonNm2TOM MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm3MARIA MANOTOK
IRS990/Form990PartVIISectionAGrp/PersonNm4REGINA CARMON
IRS990/Form990PartVIISectionAGrp/PersonNm5LISA LIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm6ROGER MICHAUD
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN BRYSON
IRS990/Form990PartVIISectionAGrp/PersonNm8KATHY HAMOR
IRS990/Form990PartVIISectionAGrp/PersonNm9STEVE PIEKARA
IRS990/Form990PartVIISectionAGrp/PersonNm10CHRIS WERNER
IRS990/Form990PartVIISectionAGrp/PersonNm11VIVIAN TSAI
IRS990/Form990PartVIISectionAGrp/PersonNm12MARY MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm13MARY CONNORS
IRS990/Form990PartVIISectionAGrp/PersonNm14ROB TIRRELL
IRS990/Form990PartVIISectionAGrp/PersonNm15JON REINERS
IRS990/Form990PartVIISectionAGrp/PersonNm16DEBORAH SMITH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8115500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECREATRY
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0465937
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt04966
IRS990/InformationTechnologyGrp/TotalAmt04966
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02274
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt02274
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01519
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
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/NetAssetsOrFundBalancesBOYAmt0252544
IRS990/NetAssetsOrFundBalancesEOYAmt0294861
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0742
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt0742
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0Bank and credit card fee
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/Desc2Telephone and Fax
IRS990/OtherExpensesGrp/Desc3Printing and stationary
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03402
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11509
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2132
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31465
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt03402
IRS990/OtherExpensesGrp/TotalAmt11509
IRS990/OtherExpensesGrp/TotalAmt2132
IRS990/OtherExpensesGrp/TotalAmt31465
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012939
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016511
IRS990/PrincipalOfficerNm0KATHY HAMOR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1CONFERENCES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0325018
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1139400
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0655
IRS990/PYOtherExpensesAmt0262464
IRS990/PYProgramServiceRevenueAmt0462460
IRS990/PYRevenuesLessExpensesAmt085151
IRS990/PYSalariesCompEmpBnftPaidAmt0115500
IRS990/PYTotalExpensesAmt0377964
IRS990/PYTotalRevenueAmt0463115
IRS990/ReconcilationRevenueExpnssAmt042317
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0385255
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0428270
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt0162509
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt0325018
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt079900
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt079900
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/TaxableAmt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0KATHY HAMOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Owner, Capital Concepts Consulting
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0115500
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Provides Association Management Services
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 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/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/ExplanationTxt3Two directors are married to each other
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4By-laws added broker dealer and investment firms in the description for the Sustaining level of membership.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 4
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0398694
IRS990/TotalAssetsEOYAmt0696781
IRS990/TotalAssetsGrp/BOYAmt0398694
IRS990/TotalAssetsGrp/EOYAmt0696781
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0144196
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0279424
IRS990/TotalFunctionalExpensesGrp/TotalAmt0423620
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0146150
IRS990/TotalLiabilitiesEOYAmt0401920
IRS990/TotalLiabilitiesGrp/BOYAmt0146150
IRS990/TotalLiabilitiesGrp/EOYAmt0401920
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0252544
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0294861
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0464418
IRS990/TotalReportableCompFromOrgAmt0115500
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0465937
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0465937
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0398694
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0696781
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt06540
IRS990/TravelGrp/ProgramServicesAmt00
IRS990/TravelGrp/TotalAmt06540
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0252544
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0294861
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02111 WILSON BLVD
IRS990/USAddress/CityNm0ARLINGTON
IRS990/USAddress/StateAbbreviationCd0VA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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