2023-11-09T09:27:05-06:00 2022-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2022-01-01 361520825 NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION NATI 5713900149 1777 NORTH KENT STREET 1010 ARLINGTON VA 22209 ROBERT G OWENS CFO & SVP, FINANCE & ADMIN 5713900149 2023-11-09 1 ROBERT OWENS 999009999 1 ERIN CRANMER P01712644 2023319880 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NAMA CARLA BALAKGIE 1777 NORTH KENT STREET 1010 ARLINGTON VA 22209 8565886 0 X WWW.NAMANOW.ORG X 1937 IL TO PROVIDE ADVOCACY, EDUCATION, AND RESEARCH FOR ITS MEMBERSHIP. 25 25 22 30 0 0 549900 605400 5467674 6784640 420763 269068 181400 200629 6619737 7859737 0 0 0 0 2871712 2995053 0 0 0 2932436 4245283 5804148 7240336 815589 619401 9038730 12404149 5584693 9250246 3454037 3153903 TO PROVIDE ADVOCACY, EDUCATION, AND RESEARCH FOR ITS MEMBERSHIP. 0 0 MEETINGS: THE NAMA SHOW AND COFFEE, TEA AND WATER SHOW PROVIDE THE OPPORTUNITY FOR MEMBERS TO BUILD RELATIONSHIPS WITH INDUSTRY PEERS. GOVERNMENT AFFAIRS: UNIVERSALLY RECOGNIZED BY MEMBERS AS AN INFLUENTIAL ADVOCATE OF THE CONVENIENCE SERVICES INDUSTRY ON THE FEDERAL AND STATE LEVELS. OTHER PROGRAMS: SERVICES FOR ENHANCING MEMBERS' PROFITABILITY AND OPERATIONAL EFFICIENCIES. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 22 1 1 1 0 0 0 1 1 0 0 0 X 25 25 0 0 0 0 1 1 0 1 1 0 0 0 1 1 0 1 1 1 0 0 VA IL X ROBERT G OWENS CPA 5713075003 1777 N KENT ST SUITE 1010 ARLINGTON VA 22209 JOE HESSLING CHAIR 1.00 1.00 X X 0 0 0 MARC WHITENER CHAIR-ELECT 1.00 1.00 X X 0 0 0 LANCE WHORTON VICE CHAIR 1.00 X X 0 0 0 PATRICK HATCHER SECRETARY/TREASURER 1.00 1.00 X X 0 0 0 JOSH ROSENBERG PAST CHAIR 1.00 1.00 X X 0 0 0 BEN BOYD DIRECTOR 1.00 X 0 0 0 RICK BRINDLE DIRECTOR 1.00 X 0 0 0 BYRON BROOKS DIRECTOR 1.00 1.00 X 0 0 0 MIKE BROWN DIRECTOR 1.00 X 0 0 0 MICHAEL COFFEY DIRECTOR 1.00 X 0 0 0 SCOTT HALLORAN DIRECTOR 1.00 1.00 X 0 0 0 DOUG HERRINGTON DIRECTOR 1.00 X 0 0 0 GREGORY MCCALL DIRECTOR 1.00 X 0 0 0 KARALYNN MCDERMOTT DIRECTOR 1.00 X 0 0 0 PATRICK MORAN DIRECTOR 1.00 X 0 0 0 SYLVIA ROWE DIRECTOR 1.00 X 0 0 0 MICHAEL SCHWARTZ DIRECTOR 1.00 X 0 0 0 DEVIN SMITH DIRECTOR 1.00 X 0 0 0 AMBER STARR DIRECTOR 1.00 X 0 0 0 TOM STEUBER DIRECTOR 1.00 X 0 0 0 KEN SULLIVAN DIRECTOR 1.00 X 0 0 0 BRADLEE WHITSON DIRECTOR 1.00 X 0 0 0 DENNIS THORNTON DIRECTOR 1.00 1.00 X 0 0 0 CARLA BALAKGIE CHIEF EXECUTIVE OFFICER 40.00 10.00 X 727072 0 63633 WAYNE ERIC DELL CHIEF OPERATING OFFICER 40.00 10.00 X 338471 0 32710 DONNA REBECK CHIEF FINANCIAL OFFICER THRU 6/22/2022 40.00 X 113715 0 11992 ROBERT OWENS CHIEF FINANCIAL OFFICER FROM 6/22/2022 40.00 X 101735 0 13903 CHUCK REED DIRECTOR 1.00 X 0 0 0 KRISTEN KEENAN GRIFFITH SENIOR DIRECTOR, MEETINGS 40.00 X 117918 0 14200 MIKE GOSCINSKI VP, GOVERNMENT AFFAIRS 40.00 X 133415 0 12913 BENJAMIN WHITE DIRECTOR, EDUCATION 40.00 X 109040 0 21285 ISABEL SHOCKET DIRECTOR, MEMBERSHIP 40.00 X 119729 0 14230 JENNIFER BULCAO EXECUTIVE ASSISTANT 40.00 X 119322 0 11855 1880417 0 196721 9 0 1 0 TRADESHOW LOGIC 1720 MARS HILL RD SUITE 8-100 ACWORTH GA 30101 CONFERENCE MANAGEMENT 502154 GLOBAL EXPERIENCE SPECIALISTS TOTAL PO BOX 96174 CHICAGO IL 60693 TRADESHOW FULFILLMENT - EXPERIENCE 252334 PROJECTION PRESENTATION TECHNOLOGY PO BOX 890472 CHARLOTTE NC 282890472 AUDIO VISUAL SERVICES 196330 MCCORMICK PLACE SMG TOTAL 301 E CERMAK ROAD 3RD FL CHICAGO IL 60616 TRADESHOW CONVENTION CENTER 187788 4 605400 605400 CONVENTIONS & EXPOSITI 900099 4715199 4715199 MEMBERSHIP DUES 900099 1869687 1869687 MACHINE EVALUATION REV 900099 71653 71653 MANAGEMENT FEES 900099 66675 66675 ANNUAL MARKETING PROGR 900099 61426 61426 6784640 119666 119666 152532 152532 855551 706149 149402 149402 149402 AMORTIZATION OF DISCOU 900099 -56763 -56763 104860 15325 89535 48097 7859737 6743202 0 511135 X 1403231 1297579 68632 67842 157769 73038 29795 28249 1444114 215832 215243 338192 181340 1157238 130557 52029 DUES AND SUBSCRIPTIONS 116157 BAD DEBT EXPENSE 77347 BOARD OF DIRECTORS 52910 STATE ADVOCACY 35509 97733 7240336 749213 1219905 1406559 2226362 482719 738299 171213 1230974 497628 182019 1254234 475223 893740 779011 3694018 3087091 1143640 2940488 9038730 12404149 278176 464945 2017143 3871773 150000 160779 3139374 4752749 5584693 9250246 X 3031357 2468386 422680 685517 3454037 3153903 9038730 12404149 X 619401 -837218 -314330 232013 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 1869687 120000 377241 497241 93484 403757 848143 215298 632845 406091 259925 146166 779011 DEFERRED COMPENSATION PLANS 812400 DEPOSITS 31497 DUE FROM NAMA FOUNDATION 6055 OPERATING RIGHT-OF-USE ASSET 2090536 2940488 ACCRUED PENSION BENEFIT LIBAILITY 854138 DEFERRED COMPENSATION LIABILITY 812400 DEPOSITS 23050 OPERATING LEASE LAIBILITY 3063161 4752749 X 1 0 X X 0 1 0 CARLA BALAKGIE CHIEF EXECUTIVE OFFICER 487072 0 140000 0 100000 0 51401 0 12232 0 790705 0 0 0 WAYNE ERIC DELL CHIEF OPERATING OFFICER 338471 0 0 0 0 0 6950 0 25760 0 371181 0 0 0 PART I, LINE 1A LIMITED TO CEO PART I, LINE 3 THE CEO'S EMPLOYMENT CONTRACT HAS A 3-YEAR TERM. THE CONTRACT IS DETERMINED BY THE NAMA EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP TYPES CONSIST OF OPERATORS, SUPPLIERS, BROKERS/DISTRIBUTORS, MACHINE MANUFACTURERS, INTERNATIONAL SUBSCRIBERS, AND SUSTAINING. ALL MEMBERS HAVE EQUAL RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION HAS VOTING MEMBERS AND NON-VOTING MEMBERS. NON-VOTING MEMBERS INCLUDE INTERNATIONAL AND SUTDENT MEMBERS. VOTING MEMBERS CONSIST OF INDUSTRY-RELATED OPERATORS, MANUFACTURERS, SUPPLIERS, DISTRIBUTORS, BROKERS AND OTHER SUSTAINING MEMBERS. EACH MEMBER, OTHER THAN A STUDENT MEMBER, SHALL APPOINT AN OFFICIAL REPRESENTATIVE WHO SHALL REPRESENT AND ACT FOR THE MEMBERS IN ALL AFFAIRS OF THE ASSOCIATION, AND IN THE CASE OF VOTING MEMBERS, SHALL VOTE FOR THE MEMBER. VOTING MEMBERS ANNUALLY ELECT APPROXIMATELY ONE-THIRD OF THE BOARD OF DIRECTORS WHO EACH HOLD THREE-YEAR TERMS. VOTING MEMERS ARE ALSO ENTITLED TO VOTE ON QUESTIONS PUT TO A VOTE AT THE ASSOCIATION'S ANNUAL MEETING OR AT SPECIAL MEETINGS, AS PROVIDED UNDER THE BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS NOT PRESENTED TO THE GOVERNING BODY PRIOR TO FILING. NO SUCH REVIEW WAS OR WILL BE CONDUCTED. HOWEVER, THE CHIEF FINANCIAL OFFICER PERFORMS A REVIEW OF THE FORM 990 PRIOR TO SIGNING THE RETURN. FORM 990, PART VI, SECTION B, LINE 15A EACH YEAR, THE EXECUTIVE COMMITTEE RECEIVES FROM THE CEO A NARRATIVE OF ACCOMPLISHMENTS VERSUS GOALS (ASSOCIATION-WIDE AND PERSONAL), A REORT ON THE FINANCIAL PERFORMANCE AND STATUS OF THE ASSOCIATION AND AN UPDATE ON CURRENT COMPENSATION. THE COMMITTEE ALSO COMPARES THE CEO'S COMPENSATION TO OTHER EXECUTIVE ASSOCIATION COMPENSATION SURVEYS. WHILE THE EXECUTIVE COMMITTEE HAS BEEN DELEGATED AUTHORITY TO DETERMINE AND IMPLEMENT CEO COMPENSATION CHANGES, NONETHELESS, ITS FINDINGS AND RECOMMENDATIONS ARE PRESENTED TO THE FULL NAMA BOARD FOR REVIEW, FEEDBACK AND FINAL APPROVAL. THE RESULTS OF THIS PROCESS ARE THEN SHARED WITH THE CEO AND COMPENSATION CHANGES ARE IMPLEMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G OTHER 1,444,114. FORM 990, PART XI, LINE 9: LIABILITY ADJUSTMENT UNDER THE RETIREMENT BENEFIT PLAN 232,013. THE FOUNDATION OF THE NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION 1777 N KENT ST SUITE 1010 ARLINGTON VA 22209 363169508 CHARITABLE FOUNDATION IL 501(C)(3) LINE 11 NAMA 1 NAMA-PAC 1777 N KENT ST SUITE 1010 ARLINGTON VA 22209 POL ACT COMMITTEE IL 527 NAMA 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 THE FOUNDATION OF NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION N 33500 FMV THE FOUNDATION OF NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION Q 118639 FMV