NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION (EIN 36-1520825)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-11
IRS object ID
202243159349306524
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-11T15:59:09-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE SUITE 1200AddressLine1Txt
Address Line2WESTAddressLine2Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN361520825EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL AUTOMATIC MERCHANDISINGBusinessNameLine1Txt
Business Name Line2ASSOCIATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt
Phone5713900149PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11777 NORTH KENT STREET 1010AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT G OWENSPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone5713900149PhoneNum
Signature2022-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastOWENSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUBRINA WOOD CPAPreparerPersonNm
PTINP00365899PTIN
Phone2023319880PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1NAMABusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerCARLA BALAKGIEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11777 NORTH KENT STREET 1010AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22209ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,246,634GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.NAMANOW.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1937FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO PROVIDE ADVOCACY, EDUCATION, AND RESEARCH FOR ITS MEMBERSHIP.ActivityOrMissionDesc
Voting Members Governing Body23VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee23TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$116,545TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$29,247NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$88,830PYContributionsGrantsAmt
CY Contributions Grants$549,900CYContributionsGrantsAmt
PY Program Service Revenue$7,785,179PYProgramServiceRevenueAmt
CY Program Service Revenue$5,467,674CYProgramServiceRevenueAmt
PY Investment Income$127,809PYInvestmentIncomeAmt
CY Investment Income$420,763CYInvestmentIncomeAmt
PY Other Revenue$134,756PYOtherRevenueAmt
CY Other Revenue$181,400CYOtherRevenueAmt
PY Total Revenue$8,136,574PYTotalRevenueAmt
CY Total Revenue$6,619,737CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,097,003PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,871,712CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,103,392PYOtherExpensesAmt
CY Other Expenses$2,932,436CYOtherExpensesAmt
PY Total Expenses$7,200,395PYTotalExpensesAmt
CY Total Expenses$5,804,148CYTotalExpensesAmt
PY Revenues Less Expenses$936,179PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$815,589CYRevenuesLessExpensesAmt
Total Assets BOY$9,340,766TotalAssetsBOYAmt
Total Assets EOY$9,038,730TotalAssetsEOYAmt
Total Liabilities BOY$7,359,081TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,584,693TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,981,685NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,454,037NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE ADVOCACY, EDUCATION, AND RESEARCH FOR ITS MEMBERSHIP.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescMEETINGS: THE NAMA SHOW AND COFFEE, TEA AND WATER SHOW PROVIDE THE OPPORTUNITY FOR MEMBERS TO BUILD RELATIONSHIPS WITH INDUSTRY PEERS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescGOVERNMENT AFFAIRS: UNIVERSALLY RECOGNIZED BY MEMBERS AS AN INFLUENTIAL ADVOCATE OF THE CONVENIENCE SERVICES INDUSTRY ON THE FEDERAL AND STATE LEVELS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescOTHER PROGRAMS: SERVICES FOR ENHANCING MEMBERS' PROFITABILITY AND OPERATIONAL EFFICIENCIES.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee23EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members23GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT G OWENS CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5713075003PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11777 N KENT ST SUITE 1010AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22209ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
JOE HESSLING
CHAIR1.001.00Yes (X)Yes (X)$0$0$0
MARC WHITENER
CHAIR-ELECT1.001.00Yes (X)Yes (X)$0$0$0
LANCE WHORTON
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
PATRICK HATCHER
SECRETARY/TREASURER1.00Yes (X)Yes (X)$0$0$0
JOSH ROSENBERG
PAST CHAIR1.001.00Yes (X)Yes (X)$0$0$0
BEN BOYD
DIRECTOR1.00Yes (X)$0$0$0
RICK BRINDLE
DIRECTOR1.00Yes (X)$0$0$0
BYRON BROOKS
DIRECTOR1.001.00Yes (X)$0$0$0
MIKE BROWN
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL COFFEY
DIRECTOR1.00Yes (X)$0$0$0
SCOTT HALLORAN
DIRECTOR1.001.00Yes (X)$0$0$0
DOUG HERRINGTON
DIRECTOR1.00Yes (X)$0$0$0
GREGORY MCCALL
DIRECTOR1.00Yes (X)$0$0$0
KARALYNN MCDERMOTT
DIRECTOR1.00Yes (X)$0$0$0
PATRICK MORAN
DIRECTOR1.00Yes (X)$0$0$0
SYLVIA ROWE
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL SCHWARTZ
DIRECTOR1.00Yes (X)$0$0$0
DEVIN SMITH
DIRECTOR1.00Yes (X)$0$0$0
AMBER STARR
DIRECTOR1.00Yes (X)$0$0$0
TOM STEUBER
DIRECTOR1.00Yes (X)$0$0$0
DENNIS THORNTON
DIRECTOR1.001.00Yes (X)$0$0$0
BRADLEE WHITSON
DIRECTOR1.00Yes (X)$0$0$0
KEN SULLIVAN
DIRECTOR1.00Yes (X)$0$0$0
CARLA BALAKGIE
PRESIDENT & CEO30.0010.00Yes (X)$842,663$210,666$33,219
DONNA REBECK
CFO & SVP, FINANCE & OPERATIONS40.00Yes (X)$229,147$0$13,876
WAYNE ERIC DELL
EXECUTIVE VICE PRESIDENT39.001.00$350,233$8,756$19,226Yes (X)
KRISTEN KEENAN GRIFFITH
SENIOR DIRECTOR, MEETINGS & EVENTS40.00$121,807$0$8,867Yes (X)
MIKE GOSCINSKI
SENIOR DIRECTOR, GOVERNMENT AFFAIRS40.00$130,846$0$6,302Yes (X)
BENJAMIN WHITE
DIRECTOR, EDUCATION40.00$113,746$0$18,734Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,788,442TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$219,422TotReportableCompRltdOrgAmt
Total Other Compensation$100,224TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
TRADESHOW LOGIC
1720 MARS HILL RD SUITE 8-100ACWORTHGA30101CONFERENCE MANAGEMENT$460,932
PROJECTION PRESENTATION TECHNOLOGY
5803 ROLLING ROAD SUITE 200SPRINGFIELDVA22152AUDIO VISUAL SERVICES$225,625
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Government Grants$437,500GovernmentGrantsAmt
All Other Contributions$112,400AllOtherContributionsAmt
Total Contributions$549,900TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
CONVENTIONS & EXPOSITI900099$3,655,417$3,574,872$80,545
MEMBERSHIP DUES900099$1,591,419$1,555,419$36,000
MACHINE EVALUATION REV900099$73,152$73,152
MANAGEMENT FEES900099$73,150$73,150
ANNUAL MARKETING PROGR900099$54,136$54,136

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,400TotalRevenueColumnAmt
Related Or Exempt Func Income$20,400RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$5,467,674TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$124,905TotalRevenueColumnAmt
Exclusion$124,905ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$135,709TotalRevenueColumnAmt
Exclusion$135,709ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$922,755SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$626,897SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$295,858SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$295,858TotalRevenueColumnAmt
Exclusion$295,858ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
OTHER INCOME900099$59,088$8,971$50,117
AMORTIZATION OF DISCOU900099-$13,397-$13,397
FieldValueIRS element (for citing)
Other Revenue Total$45,691OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,619,737TotalRevenueColumnAmt
Related Or Exempt Func Income$5,346,703RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$116,545UnrelatedBusinessRevenueAmt
Exclusion$606,589ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,488,365TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,028,919TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$107,634TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$64,389TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$182,405TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$117,429TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$28,770TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$28,686TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,138,906TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$158,848TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$138,257TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$328,850TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$83,031TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$600,945TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$139,789TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$58,737TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
DUES AND SUBSCRIPTIONS$79,687
STATE ADVOCACY$24,128

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,373TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,804,148TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$252,025BOYAmt
EOY$749,213EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,596,713BOYAmt
EOY$1,406,559EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$287,604BOYAmt
EOY$482,719EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$981,903BOYAmt
EOY$171,213EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$509,084BOYAmt
EOY$497,628EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,238,406LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$344,666LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,029,489BOYAmt
EOY$893,740EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,127,370BOYAmt
EOY$3,694,018EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,556,578BOYAmt
EOY$1,143,640EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,340,766BOYAmt
EOY$9,038,730EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$365,947BOYAmt
EOY$278,176EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,618,106BOYAmt
EOY$2,017,143EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$149,900BOYAmt
EOY$150,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,225,128BOYAmt
EOY$3,139,374EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,359,081BOYAmt
EOY$5,584,693EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,658,008BOYAmt
EOY$3,031,357EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$323,677BOYAmt
EOY$422,680EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,981,685BOYAmt
EOY$3,454,037EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,340,766BOYAmt
EOY$9,038,730EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$815,589ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$173,896NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$482,867OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$1,784,714DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$120,000NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov$346,477NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$466,477NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$89,236AggregateReportedDuesNtcAmt
Carried Over$377,241CarriedOverAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$848,143OtherCostOrOtherBasisAmt
Depreciation$137,008DepreciationAmt
Book Value$711,135BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$390,263OtherCostOrOtherBasisAmt
Depreciation$207,658DepreciationAmt
Book Value$182,605BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$893,740TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
DEFERRED COMPENSATION PLANS$936,908
DEPOSITS$62,993
DUE FROM NAMA FOUNDATION$143,739
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,143,640TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
ACCRUED PENSION BENEFIT LIBAILITY$1,148,762
DEFERRED COMPENSATION LIABILITY$936,908
DEFERRED RENT CREDIT$1,040,134
DEPOSITS$13,570
FieldValueIRS element (for citing)
Total Liability$3,139,374TotalLiabilityAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CARLA BALAKGIE
PRESIDENT & CEO$459,218$210,666$200,000$0$183,445$0$19,500$0$10,289$3,430$872,452$214,096$0$0
WAYNE ERIC DELL
EXECUTIVE VICE PRESIDENT$310,233$8,756$40,000$0$0$0$0$0$18,745$481$368,978$9,237$0$0
DONNA REBECK
CFO & SVP, FINANCE & OPERATIONS$189,147$0$40,000$0$0$0$0$0$13,876$0$243,023$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3THE 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.
PART I, LINE 4BCARLA BALAKGIE'S 457(F) PLAN VESTED AND WAS DISTRIBUTED TO HER IN 2021.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6MEMBERSHIP 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 7ATHE 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 11BFORM 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 15AEACH YEAR, THE EXECUTIVE COMMITTEE RECEIVES FROM THE CEO A NARRATIVE OF ACCOMPLISHMENTS VERSUS GOALS (ASSOCIATION-WIDE AND PERSONAL), A REPORT 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, ONETHELESS, ITS FINDINGS AND RECOMMENDATION 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 19THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART IX, LINE 11GOTHER 1,138,906.
FORM 990, PART XI, LINE 9:LIABILITY ADJUSTMENT UNDER THE RETIREMENT BENEFIT PLAN 482,867.
FORM 990, PART XII, LINE 2CTHE AUDIT COMMITTEE, CHAIRED BY THE SECRETARY/TREASURER OF THE BOARD OF DIRECTORS, HAS OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTING FIRM.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
THE FOUNDATION OF THE NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION
1777 N KENT ST SUITE 1010ARLINGTONVA22209363169508CHARITABLE FOUNDATIONIL501(C)(3)LINE 11NAMAYes (1)
NAMA-PAC
1777 N KENT ST SUITE 1010ARLINGTONVA22209POL ACT COMMITTEEIL527NAMAYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
THE FOUNDATION OF NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION
N$61,336FMV
THE FOUNDATION OF NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION
Q$179,484FMV

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