NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION (EIN 36-1520825)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-04
IRS object ID
202542479349300144
Schema version
2024v5.2
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)
Return2025-09-04T13:43:30-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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 TitleCFO & SVP, FINANCE & ADMINPersonTitleTxt
Phone5713900149PhoneNum
Signature2025-09-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIN CRANMERPreparerPersonNm
PTINP01712644PTIN
Phone2023319880PhoneNum
Preparation2025-09-04PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$10,173,933GrossReceiptsAmt
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 Body27VotingMembersGoverningBodyCnt
Voting Members Independent27VotingMembersIndependentCnt
Total Employee22TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$48,550PYContributionsGrantsAmt
CY Contributions Grants$202,578CYContributionsGrantsAmt
PY Program Service Revenue$7,927,234PYProgramServiceRevenueAmt
CY Program Service Revenue$8,530,699CYProgramServiceRevenueAmt
PY Investment Income$156,491PYInvestmentIncomeAmt
CY Investment Income$547,492CYInvestmentIncomeAmt
PY Other Revenue$231,470PYOtherRevenueAmt
CY Other Revenue$435,710CYOtherRevenueAmt
PY Total Revenue$8,363,745PYTotalRevenueAmt
CY Total Revenue$9,716,479CYTotalRevenueAmt
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$3,122,954PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,408,030CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,425,649PYOtherExpensesAmt
CY Other Expenses$4,889,695CYOtherExpensesAmt
PY Total Expenses$7,548,603PYTotalExpensesAmt
CY Total Expenses$8,297,725CYTotalExpensesAmt
PY Revenues Less Expenses$815,142PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,418,754CYRevenuesLessExpensesAmt
Total Assets BOY$14,333,876TotalAssetsBOYAmt
Total Assets EOY$16,011,515TotalAssetsEOYAmt
Total Liabilities BOY$9,698,151TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,781,318TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,635,725NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,230,197NetAssetsOrFundBalancesEOYAmt
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 ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee22EmployeeCnt
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 Members27GoverningBodyVotingMembersCnt
Independent Voting Member27IndependentVotingMemberCnt
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 EnfrcYes (1)RegularMonitoringEnfrcInd
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 (38 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
LANCE WHORTON
BOARD PAST CHAIR1.001.00Yes (X)Yes (X)$0$0$0
TOM STEUBER
BOARD CHAIR1.001.00Yes (X)Yes (X)$0$0$0
SCOTT HALLORAN
BOARD SECRETARY/TREASURER1.00Yes (X)Yes (X)$0$0$0
APRIL CATHCART
BOARD DIRECTOR1.00Yes (X)$0$0$0
MICHAEL COFFEY
BOARD DIRECTOR1.00Yes (X)$0$0$0
NICKY GACOS
BOARD DIRECTOR1.00Yes (X)$0$0$0
SHERRI HAGER
BOARD DIRECTOR / EXEC COMM1.00Yes (X)$0$0$0
JOHN HICKEY
BOARD DIRECTOR1.00Yes (X)$0$0$0
MATT HUBBARD
BOARD DIRECTOR1.00Yes (X)$0$0$0
RICHARD KENNEDY
DIRECTOR1.00Yes (X)$0$0$0
HUSEIN KITABWALLA
DIRECTOR1.00Yes (X)$0$0$0
PATRICK LIEBLER
DIRECTOR1.00Yes (X)$0$0$0
TOM MCCARTHY
DIRECTOR1.001.00Yes (X)$0$0$0
KARALYNN MCDERMOTT
DIRECTOR1.00Yes (X)$0$0$0
BILL MOXEY
DIRECTOR1.00Yes (X)$0$0$0
DAVID PEMBERTON
DIRECTOR1.00Yes (X)$0$0$0
SYLVIA ROWE
DIRECTOR1.00Yes (X)$15,000$0$0
LINDA SALDANA
DIRECTOR1.00Yes (X)$0$0$0
AMBER STARR
DIRECTOR1.00Yes (X)$0$0$0
DENNIS THORNTON
DIRECTOR1.00Yes (X)$0$0$0
RAVI VENKATESAN
DIRECTOR1.00Yes (X)$0$0$0
BEN BOYD
DIRECTOR (THRU 6/30/2024)1.00Yes (X)$0$0$0
BYRON BROOKS
DIRECTOR (THRU 6/30/2024)1.00Yes (X)$0$0$0
MIKE BROWN
DIRECTOR (THRU 6/30/2024)1.00Yes (X)$0$0$0
JOE HESSLING
DIRECTOR (THRU 6/30/2024)1.001.00Yes (X)$0$0$0
MICHAEL SCHWARTZ
DIRECTOR1.00Yes (X)$0$0$0
PATRICK MORAN
DIRECTOR1.001.00Yes (X)$0$0$0
BORIS AMEGADJIE
DIRECTOR (NEW 7/1/2024)1.00Yes (X)$0$0$0
MIKE HOEFT
DIRECTOR (NEW 7/1/2024)1.001.00Yes (X)$0$0$0
PATRICK SHEEHAN
DIRECTOR (NEW 7/1/2024)1.00Yes (X)$0$0$0
ARTHUR SILLER
DIRECTOR (NEW 7/1/2024)1.00Yes (X)$0$0$0
CARLA BALAKGIE
CHIEF EXECUTIVE OFFICER40.0010.00Yes (X)$738,470$0$61,176
ROBERT OWENS
CHIEF FINANCIAL OFFICER40.0010.00Yes (X)$286,458$0$60,960
KRISTEN KEENAN
VP MEETINGS & EVENTS40.00$180,500$0$19,558Yes (X)
JENNIFER BULCAO
EXECUTIVE ASSISTANT12.5037.50$155,500$0$15,289Yes (X)
ISABEL SHOCKET
SR. DIRECTOR MEMBERSHIP40.00$158,333$0$16,382Yes (X)
MATT BISENIUS
VP GOVERNMENT AFFAIRS40.00$190,615$0$12,621Yes (X)
BILL MEIERLING
SR. VP GOVERNMENT AFFAIRS40.00$275,000$0$17,987Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,999,876TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$203,973TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K10IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
TRADESHOW LOGIC
1720 MARS HILL RD SUITE 8-100ACWORTHGA30101TRADESHOW MARKETING & SALES$816,529
PROJECTION PRESENTATION TECHNOLOGY
PO BOX 890472CHARLOTTENC282890472TRADESHOW PRODUCTION SERVICE$322,106
GLOBAL EXPERIENCE SPECIALISTS
PO BOX 96174CHICAGOIL60693TRADESHOW FULFILLMENT - EXPERIENCE$253,472
CONAWAY GRAVES GROUP LLC
700 PENNSYLVANIA AVE SE 2ND FLOOWASHINGTONDC20003GOVERNMENT AFFAIRS SUPPORT$180,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
All Other Contributions$202,578AllOtherContributionsAmt
Noncash Contributions$33,421NoncashContributionsAmt
Total Contributions$202,578TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONVENTIONS & EXPOSITI900099$6,003,744$6,003,744
MEMBERSHIP DUES900099$2,337,789$2,337,789
MACHINE EVALUATION REV900099$97,435$97,435
ANNUAL MARKETING PROGR900099$54,731$54,731
MANAGEMENT FEES900099$37,000$37,000
FieldValueIRS element (for citing)
Total Program Service Revenue$8,530,699TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$293,976TotalRevenueColumnAmt
Exclusion$293,976ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$151,907TotalRevenueColumnAmt
Exclusion$151,907ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$710,970SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$457,454SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$253,516SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$253,516TotalRevenueColumnAmt
Exclusion$253,516ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescAMORTIZATION OF DISCOUDesc
Business900099BusinessCd
Total Revenue Column$35,207TotalRevenueColumnAmt
Related Or Exempt Func Income$35,207RelatedOrExemptFuncIncomeAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$248,596TotalRevenueColumnAmt
Related Or Exempt Func Income$189,899RelatedOrExemptFuncIncomeAmt
Exclusion$58,697ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$283,803OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,716,479TotalRevenueColumnAmt
Related Or Exempt Func Income$8,755,805RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$758,096ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,135,381TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,939,781TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$105,941TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$69,787TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$157,140TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$78,420TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,000TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$32,795TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,566,630TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$240,854TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$233,220TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$328,849TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$175,667TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,490,177TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$129,042TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$63,508TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
STATE ADVOCACY$157,315
DUES AND SUBSCRIPTIONS$142,336
BAD DEBT EXPENSE$107,818

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$123,064TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,297,725TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$787,442BOYAmt
EOY$713,370EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,802,768BOYAmt
EOY$3,794,195EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$455,467BOYAmt
EOY$390,316EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,501,471BOYAmt
EOY$1,195,871EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$529,303BOYAmt
EOY$333,363EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,317,573LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$712,023LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$681,133BOYAmt
EOY$605,550EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,629,704BOYAmt
EOY$5,936,888EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,946,588BOYAmt
EOY$3,041,962EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,333,876BOYAmt
EOY$16,011,515EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$632,559BOYAmt
EOY$776,960EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,637,976BOYAmt
EOY$4,704,491EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$600,417BOYAmt
EOY$512,467EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,827,199BOYAmt
EOY$3,787,400EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,698,151BOYAmt
EOY$9,781,318EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,208,664BOYAmt
EOY$5,831,844EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$427,061BOYAmt
EOY$398,353EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,635,725BOYAmt
EOY$6,230,197EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,333,876BOYAmt
EOY$16,011,515EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,418,754ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$175,718NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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)
Volunteer Hours0VolunteerHoursCnt
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$2,337,789DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$210,401NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov$447,267NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$657,668NonDeductibleLbbyngPltclTotAmt
Carried Over$657,668CarriedOverAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$848,143OtherCostOrOtherBasisAmt
Depreciation$371,878DepreciationAmt
Book Value$476,265BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$469,430OtherCostOrOtherBasisAmt
Depreciation$340,145DepreciationAmt
Book Value$129,285BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$605,550TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
DEFERRED COMPENSATION PLANS$1,282,067
DEPOSITS$31,497
DUE FROM NAMA FOUNDATION$65,172
OPERATING RIGHT-OF-USE ASSET$1,663,226
FieldValueIRS element (for citing)
Total Book Value Other Assets$3,041,962TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DEFERRED COMPENSATION LIABILITY$1,282,067
DEPOSITS$37,500
OPERATING LEASE LAIBILITY$2,467,833
FieldValueIRS element (for citing)
Total Liability$3,787,400TotalLiabilityAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
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 (7 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
CHIEF EXECUTIVE OFFICER$519,045$0$219,425$0$0$0$47,153$0$14,023$0$799,646$0$0$0
ROBERT OWENS
CHIEF FINANCIAL OFFICER$261,458$0$25,000$0$0$0$30,313$0$30,647$0$347,418$0$0$0
BILL MEIERLING
SR. VP GOVERNMENT AFFAIRS$275,000$0$0$0$0$0$16,500$0$1,487$0$292,987$0$0$0
MATT BISENIUS
VP GOVERNMENT AFFAIRS$190,615$0$0$0$0$0$11,375$0$1,246$0$203,236$0$0$0
KRISTEN KEENAN
VP MEETINGS & EVENTS$170,500$0$10,000$0$0$0$11,784$0$7,774$0$200,058$0$0$0
ISABEL SHOCKET
SR. DIRECTOR MEMBERSHIP$158,333$0$0$0$0$0$9,450$0$6,932$0$174,715$0$0$0
JENNIFER BULCAO
EXECUTIVE ASSISTANT$155,500$0$0$0$0$0$9,173$0$6,116$0$170,789$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ALIMITED TO CEO
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.

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescVENDING MACHINES FOR DISPLAY IN ASSOCIATINO HQDesc
Contribution7ContributionCnt
Noncash Contributions Rpt F990$33,421NoncashContributionsRptF990Amt
Method Of Determining Revenues3RD PARTY LISTINGSMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER REPORTED IS THE NUMBER OF CONTRIBUTIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 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 STUDENT 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 MEMBERS 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 12CTHE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THE WITTEN CONFLICT OF INTEREST POLICY.
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, 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 19THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART IX, LINE 11GOTHER PROFESSIONAL FEES 1,566,630.

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 1010ARLINGTONVA22209POLITICAL ACTION 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 OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
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$39,600ACTUAL COST
THE FOUNDATION OF NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION
Q$135,024ACTUAL COST

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