2022-11-11T15:59:09-06:00 2021-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2021-01-01 361520825 NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION NATI 5713900149 1777 NORTH KENT STREET 1010 ARLINGTON VA 22209 ROBERT G OWENS CHIEF FINANCIAL OFFICER 5713900149 2022-11-11 1 ROBERT OWENS 999009999 SUBRINA WOOD CPA P00365899 2023319880 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z NAMA CARLA BALAKGIE 1777 NORTH KENT STREET 1010 ARLINGTON VA 22209 7246634 0 X WWW.NAMANOW.ORG X 1937 IL TO PROVIDE ADVOCACY, EDUCATION, AND RESEARCH FOR ITS MEMBERSHIP. 23 23 23 30 116545 29247 88830 549900 7785179 5467674 127809 420763 134756 181400 8136574 6619737 0 0 0 0 3097003 2871712 0 0 0 4103392 2932436 7200395 5804148 936179 815589 9340766 9038730 7359081 5584693 1981685 3454037 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 1 0 1 0 0 1 23 1 1 1 0 0 0 1 1 0 0 0 X 23 23 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 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 DENNIS THORNTON DIRECTOR 1.00 1.00 X 0 0 0 BRADLEE WHITSON DIRECTOR 1.00 X 0 0 0 KEN SULLIVAN DIRECTOR 1.00 X 0 0 0 CARLA BALAKGIE PRESIDENT & CEO 30.00 10.00 X 842663 210666 33219 DONNA REBECK CFO & SVP, FINANCE & OPERATIONS 40.00 X 229147 0 13876 WAYNE ERIC DELL EXECUTIVE VICE PRESIDENT 39.00 1.00 X 350233 8756 19226 KRISTEN KEENAN GRIFFITH SENIOR DIRECTOR, MEETINGS & EVENTS 40.00 X 121807 0 8867 MIKE GOSCINSKI SENIOR DIRECTOR, GOVERNMENT AFFAIRS 40.00 X 130846 0 6302 BENJAMIN WHITE DIRECTOR, EDUCATION 40.00 X 113746 0 18734 1788442 219422 100224 6 0 1 0 TRADESHOW LOGIC 1720 MARS HILL RD SUITE 8-100 ACWORTH GA 30101 CONFERENCE MANAGEMENT 460932 PROJECTION PRESENTATION TECHNOLOGY 5803 ROLLING ROAD SUITE 200 SPRINGFIELD VA 22152 AUDIO VISUAL SERVICES 225625 2 437500 112400 549900 CONVENTIONS & EXPOSITI 900099 3655417 3574872 80545 MEMBERSHIP DUES 900099 1591419 1555419 36000 MACHINE EVALUATION REV 900099 73152 73152 MANAGEMENT FEES 900099 73150 73150 ANNUAL MARKETING PROGR 900099 54136 54136 20400 20400 5467674 124905 124905 135709 135709 922755 626897 295858 295858 295858 OTHER INCOME 900099 59088 8971 50117 AMORTIZATION OF DISCOU 900099 -13397 -13397 45691 6619737 5346703 116545 606589 X 1488365 1028919 107634 64389 182405 117429 28770 28686 1138906 158848 138257 328850 83031 600945 139789 58737 DUES AND SUBSCRIPTIONS 79687 STATE ADVOCACY 24128 6373 5804148 252025 749213 1596713 1406559 287604 482719 981903 171213 509084 497628 1238406 344666 1029489 893740 3127370 3694018 1556578 1143640 9340766 9038730 365947 278176 2618106 2017143 149900 150000 4225128 3139374 7359081 5584693 X 1658008 3031357 323677 422680 1981685 3454037 9340766 9038730 X 815589 173896 482867 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 1784714 120000 346477 466477 89236 377241 848143 137008 711135 390263 207658 182605 893740 DEFERRED COMPENSATION PLANS 936908 DEPOSITS 62993 DUE FROM NAMA FOUNDATION 143739 1143640 ACCRUED PENSION BENEFIT LIBAILITY 1148762 DEFERRED COMPENSATION LIABILITY 936908 DEFERRED RENT CREDIT 1040134 DEPOSITS 13570 3139374 X X X X 0 1 0 CARLA BALAKGIE PRESIDENT & CEO 459218 210666 200000 0 183445 0 19500 0 10289 3430 872452 214096 0 0 WAYNE ERIC DELL EXECUTIVE VICE PRESIDENT 310233 8756 40000 0 0 0 0 0 18745 481 368978 9237 0 0 DONNA REBECK CFO & SVP, FINANCE & OPERATIONS 189147 0 40000 0 0 0 0 0 13876 0 243023 0 0 0 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. PART I, LINE 4B CARLA BALAKGIE'S 457(F) PLAN VESTED AND WAS DISTRIBUTED TO HER IN 2021. 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 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 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G OTHER 1,138,906. FORM 990, PART XI, LINE 9: LIABILITY ADJUSTMENT UNDER THE RETIREMENT BENEFIT PLAN 482,867. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE, CHAIRED BY THE SECRETARY/TREASURER OF THE BOARD OF DIRECTORS, HAS OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTING FIRM. 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 61336 FMV THE FOUNDATION OF NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION Q 179484 FMV