NonprofitsC S B S Education Foundation

Public & Societal Benefit

C S B S Education Foundation

WASHINGTON, DC

Total revenue

$4.7M

Total expenses

$4.8M

Net assets

$2.9M

Grants received

$7.2M

5 grants

EIN

521347951

Tax year

2024

Mission

The purpose of the csbs education foundation (the foundation) is to fund and direct the state regulatory workforce development, examiner certification, and agency accreditation efforts. To that end, the foundation offers a wide range of on-site and online learning and development programs for regulatory personnel, a variety of examiner certification designations to recognize their professionalism, and accreditation programs for state bank, mortgage, and money services businesses regulatory agencies to strengthen the system of state financial supervision.

Programs

2 programs

Technical training: these on-site and online programs prepare examiners of banks, trust departments, mortgage companies, and money services businesses in the detailed process of on-site examination and off-site monitoring of these depository and non-depository financial institutions. Additionally, each year, the csbs education foundation awards scholarships to bank and trust examiners that are enrolled in graduate schools of banking or trust. These awards are partially funded by earnings from the permanently restricted samuel weinrott memorial scholarship fund.

Expenses: $846KGrants: $8K

Agency accreditation program: the accreditation program provides a comprehensive review of the critical elements of a state regulatory agency. The program assesses a regulatory agency's ability to discharge its responsibilities through an investigation of its administration and finances, personnel policies, training programs, examination policies, supervisory procedures, and statutory powers. In establishing standards for state banking departments, mortgage, and money services businesses regulatory agencies, the csbs education foundation is supporting public interest goals by identifying highly competent state banking, mortgage, and money services businesses regulatory agencies and strengthening the capabilities of all departments and agencies.

Expenses: $149K

Financials

FY 2024

Revenue

Contributions & grants$2.4M
Program service revenue$2.2M
Investment income$75K
Other revenue
Total revenue$4.7M

Expenses

Grants paid$8K
Salaries & benefits$1.8M
Fundraising
Other expenses$3.0M
Total expenses$4.8M
Total assets$4.6M
Net assets$2.9M

People

25 listed

NameRoleCompensation

BRANDON MILHORN

PRESIDENT AND CEO, SECRETARY

Board

$52K

3 hrs/wk

LEILA GREEN

EVP AND CFO, FINANCE AND OFFICE OPS

Board

$24K

3 hrs/wk

MARK HASTIE

TRUSTEE

Board

1 hrs/wk

PATTI PERKINS

TRUSTEE

Board

1 hrs/wk

WENDY RODRIQUEZ

TRUSTEE

Board

1 hrs/wk

THOMAS FITE

CHAIR (AS OF 6/24)

Board

1 hrs/wk

MELISSA SNEED

TRUSTEE (THRU 5/24)

Board

1 hrs/wk

PERRY ANNE THIMMES

TRUSTEE

Board

1 hrs/wk

TOD TRULOVE

TRUSTEE (THRU 5/24)

Board

1 hrs/wk

CHRIS ROMANO

TRUSTEE

Board

1 hrs/wk

SUSANNAH MARSHALL

IMMEDIATE PAST CHAIR

Board

1 hrs/wk

INGRID WHITE

VICE CHAIR

Board

1 hrs/wk

KELLY LAMMERS

TREASURER

Board

1 hrs/wk

RHOSHUNDA KELLY

TREASURER (THRU 5/24)

Board

1 hrs/wk

MARTY LAMB

CERTIFICATION COMM. CHAIR

Board

1 hrs/wk

JOHN AHLEN

PERFORMANCE STANDARDS COMM. CHAIR

Board

1 hrs/wk

MARILYN DAVIS

TRUSTEE (THRU 5/24)

Board

1 hrs/wk

STEPHEN GORDON

TRUSTEE

Board

1 hrs/wk

NGOC VU

CHIEF INFORMATION OFFICER

Staff

$31K

3 hrs/wk

MARGARET LIU

EVP, GENERAL COUNSEL

Staff

$30K

3 hrs/wk

VICKIE PECK

EVP, PRODUCTS & SOLUTIONS

Staff

$28K

3 hrs/wk

LEONARD CHANIN

CHIEF COUNSEL TO THE PRESIDENT

Staff

$26K

3 hrs/wk

KELLY HAIRE

EVP, PEOPLE OPERATIONS

Staff

$25K

3 hrs/wk

KAREN LAWSON

EVP, POLICY & SUPERVISION

Staff

$25K

3 hrs/wk

KEVIN QUINN

SVP, ENTERPRISE INFRASTRUCTURE

Staff

$23K

3 hrs/wk

Independent contractors

SAN ANTONIO MARRIOTT RIVERCENTER

2024 NMLS CONFERENCE VENUE

$537K

DAVID MICHAEL PRODUCTIONS INC

2024 NMLS CONFERENCE AV

$315K

MEETING PRIORITIES

EVENT & MEETING CONSULTANT

$211K

LE MERIDIEN NOLA

2024 SUPERVISORS SYMPOSIUM VENUE

$194K

HYATT REGENCY BELLEVUE

2024 STRATEGIC PLAN VENUE

$193K

Grants received

Showing 5 of 5

FromAmountPurposeYear
$2.4M
SUPPORTS THE EDUCATION AND TRAINING OF STATE BANK AND MORTGAGE REGULATORS
2024
$1.7M
SUPPORTS THE EDUCATION AND TRAINING OF STATE BANK AND MORTGAGE REGULATORS
2023
$1.3M
SUPPORTS THE EDUCATION AND TRAINING OF STATE BANK AND MORTGAGE REGULATORS
2022
$1.8M
SUPPORTS THE EDUCATION AND TRAINING OF STATE BANK AND MORTGAGE REGULATORS
2020

Funded by

$7.2M from 2 funders · 5 grants · 2020–2024

Conference Of State Bank Supervisors

$7.2M · 4 grants · 2020–2024

Ohio Capital Impact Corporation

$10K · 1 grant · 2020

Details

EIN521347951
NTEE codeW60C
Subsection03
Ruling date1984-08
Formed1984
Employees0
Volunteers16
C S B S EDUCATION FOUNDATION — Mission, Financials & Grants Received | Grantivo