Civic Intelligence

The College Savings Foundation

990 • Fiscal year 2023 • EIN 82-0586030

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 18, 2024

Organization Profilewww.collegesavingsfoundation.org
1300 Picard DriveRockville, MD 20850

(240) 404-6472

Siviq Scores

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

Liabilities / Assets

81st percentile

0.34x

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

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

Liabilities / Revenue

74th percentile

0.23x

Higher debt load relative to revenue than 74% of similar nonprofits.

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

Net Margin

54th percentile

4.8%

Higher net margin than 54% of similar nonprofits.

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

Top Officer Pay

66th percentile

$88,000

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

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

Asset Growth

23rd percentile

-6.7%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

84th percentile

35%

Faster revenue growth than 84% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$345,883

Down $24,783 (-6.7%) from 2022

Net Assets

Up

$227,257

Up $24,155 (+12%) from 2022

Liabilities

Down

$118,626

Down $48,938 (-29%) from 2022

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin54th percentile

Revenue

Up

$505,540

Up $131,565 (+35%) from 2022

Expenses

Up

$481,385

Up $78,819 (+20%) from 2022

Net Income

Up

$24,155

Up $52,746 (+184%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

2023

Assets$345,883
Liabilities$118,626
Net Assets$227,257
Open 2023 Filing

Operations Trend

Revenue Growth84th percentile

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

2023

Revenue$505,540
Expenses$481,385
Net Income$24,155
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 18, 2024
Return Version
2023v5.1
Gross Receipts
$505,540
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$315,582$329,044▲ $13,462
Prepaid Expenses and Deferred Charges$55,084$16,839▼ $38,245
Total Assets$370,666$345,883▼ $24,783
Liabilities
Deferred Revenue$126,250$70,000▼ $56,250
Accounts Payable and Accrued Expenses$41,314$48,626▲ $7,312
Total Liabilities$167,564$118,626▼ $48,938
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$203,102$227,257▲ $24,155
Total Net Assets Fund Balance$203,102$227,257▲ $24,155
Total Liabilities and Net Assets / Fund Balance$370,666$345,883▼ $24,783
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kathy HamorExecutive DirectorPT$88,000$88,000
Jennifer DisanzaExceutive DirectorPT$39,875$39,875

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
Davis & Harman LLPLegal Retainer Fee1455 PENNAVE NW SUITE 1200, Washington Dc, DC 20004$180,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$494,408
Investment Income
$11,132
Other Revenue
$0
Change in Net Assets
$24,155

Audited Revenue Reconciliation

Revenue per Audited Statements
$505,540
Total Revenue per Audited Statements
$505,540
Total Revenue per Form 990
$505,540
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$348,368
Salaries, Compensation, and Employee Benefits$133,017
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Lobbying$180,000$3,224$0$183,224
Current Officers, Directors, Trustees, and Key Employees$0$133,017$0$133,017
Conferences and Meetings$70,244$0$0$70,244
Advertising$48,000$860$0$48,860
Other Expenses$24,821$0$0$24,821
Fees for Services Accounting$0$11,391$0$11,391
Information Technology$5,052$0$0$5,052
Insurance$0$2,610$0$2,610
Office Expenses$0$175$0$175
Total Functional Expenses$328,117$153,268$0$481,385

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$481,385
Total Expenses per Audited Statements$481,385
Total Expenses per Form 990$481,385
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$14,895
Total Nondeductible Lobbying and Political Cost$14,895
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kathy HamorOwner, Capital Concepts ConsultingProvides Association Management ServicesNo$88,000
Jennifer DisanzaEmployee, MSPProvides Association Management ServicesNo$39,875
Kathy HamorOwner, Capital Concepts ConsultingOther operating expenses reimbursedNo$19,918
Jennifer DisanzaEmployee, MSPOther operating expenses reimbursedNo$4,663
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
2024-04-18
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 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 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.”

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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/TitleTxt13EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0505540
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt017
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt05052
IRS990/InformationTechnologyGrp/TotalAmt05052
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02610
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt02610
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011132
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/NetAssetsOrFundBalancesBOYAmt0203102
IRS990/NetAssetsOrFundBalancesEOYAmt0227257
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0203102
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0227257
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0175
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt0175
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/ManagementAndGeneralAmt01033
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1958
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt224821
IRS990/OtherExpensesGrp/TotalAmt01033
IRS990/OtherExpensesGrp/TotalAmt1958
IRS990/OtherExpensesGrp/TotalAmt224821
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt055084
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016839
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/TotalRevenueColumnAmt0364958
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1129450
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt01475
IRS990/PYOtherExpensesAmt0282566
IRS990/PYProgramServiceRevenueAmt0372500
IRS990/PYRevenuesLessExpensesAmt0-28591
IRS990/PYSalariesCompEmpBnftPaidAmt0120000
IRS990/PYTotalExpensesAmt0402566
IRS990/PYTotalRevenueAmt0373975
IRS990/ReconcilationRevenueExpnssAmt024155
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0315582
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0329044
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt0182479
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt0364958
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt014895
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt014895
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/TaxableAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0481385
IRS990ScheduleD/RevenueSubtotalAmt0505540
IRS990ScheduleD/TotalExpensesPerForm990Amt0481385
IRS990ScheduleD/TotalRevenuePerForm990Amt0505540
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0505540
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0481385
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0KATHY HAMOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1KATHY HAMOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2JENNIFER DISANZA
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm3JENNIFER DISANZA
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Owner, Capital Concepts Consulting
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1Owner, Capital Concepts Consulting
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2Employee, MSP
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3Employee, MSP
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd3false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt088000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt119918
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt239875
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt34663
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Provides Association Management Services
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1Other operating expenses reimbursed
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2Provides Association Management Services
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3Other 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 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/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/TotalAssetsBOYAmt0370666
IRS990/TotalAssetsEOYAmt0345883
IRS990/TotalAssetsGrp/BOYAmt0370666
IRS990/TotalAssetsGrp/EOYAmt0345883
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0153268
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0328117
IRS990/TotalFunctionalExpensesGrp/TotalAmt0481385
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0167564

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$345,883
Liabilities
$118,626
Net assets
$227,257
Revenue
$505,540
Expenses
$481,385
Net income
$24,155
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