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.
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.
Financials
FY 2024
Revenue
Expenses
People
25 listed
BRANDON MILHORN
PRESIDENT AND CEO, SECRETARY
$52K
3 hrs/wk
LEILA GREEN
EVP AND CFO, FINANCE AND OFFICE OPS
$24K
3 hrs/wk
MARK HASTIE
TRUSTEE
—
1 hrs/wk
PATTI PERKINS
TRUSTEE
—
1 hrs/wk
WENDY RODRIQUEZ
TRUSTEE
—
1 hrs/wk
THOMAS FITE
CHAIR (AS OF 6/24)
—
1 hrs/wk
MELISSA SNEED
TRUSTEE (THRU 5/24)
—
1 hrs/wk
PERRY ANNE THIMMES
TRUSTEE
—
1 hrs/wk
TOD TRULOVE
TRUSTEE (THRU 5/24)
—
1 hrs/wk
CHRIS ROMANO
TRUSTEE
—
1 hrs/wk
SUSANNAH MARSHALL
IMMEDIATE PAST CHAIR
—
1 hrs/wk
INGRID WHITE
VICE CHAIR
—
1 hrs/wk
KELLY LAMMERS
TREASURER
—
1 hrs/wk
RHOSHUNDA KELLY
TREASURER (THRU 5/24)
—
1 hrs/wk
MARTY LAMB
CERTIFICATION COMM. CHAIR
—
1 hrs/wk
JOHN AHLEN
PERFORMANCE STANDARDS COMM. CHAIR
—
1 hrs/wk
MARILYN DAVIS
TRUSTEE (THRU 5/24)
—
1 hrs/wk
STEPHEN GORDON
TRUSTEE
—
1 hrs/wk
NGOC VU
CHIEF INFORMATION OFFICER
$31K
3 hrs/wk
MARGARET LIU
EVP, GENERAL COUNSEL
$30K
3 hrs/wk
VICKIE PECK
EVP, PRODUCTS & SOLUTIONS
$28K
3 hrs/wk
LEONARD CHANIN
CHIEF COUNSEL TO THE PRESIDENT
$26K
3 hrs/wk
KELLY HAIRE
EVP, PEOPLE OPERATIONS
$25K
3 hrs/wk
KAREN LAWSON
EVP, POLICY & SUPERVISION
$25K
3 hrs/wk
KEVIN QUINN
SVP, ENTERPRISE INFRASTRUCTURE
$23K
3 hrs/wk
Independent contractors
SAN ANTONIO MARRIOTT RIVERCENTER
2024 NMLS CONFERENCE VENUE
DAVID MICHAEL PRODUCTIONS INC
2024 NMLS CONFERENCE AV
MEETING PRIORITIES
EVENT & MEETING CONSULTANT
LE MERIDIEN NOLA
2024 SUPERVISORS SYMPOSIUM VENUE
HYATT REGENCY BELLEVUE
2024 STRATEGIC PLAN VENUE
Grants received
Showing 5 of 5
Funded by
$7.2M from 2 funders · 5 grants · 2020–2024
$7.2M · 4 grants · 2020–2024
$10K · 1 grant · 2020