Civic Intelligence

Strategic Account Management Association

EIN 13-2558593 • 501(c)6 • Chicago, IL

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Profile

The strategic account management association (sama) is a knowledge-sharing organization devoted to developing, promoting and advancing the concept of customer supplier collaboration through communities of practice.sama is dedicated to the professional development of the individuals and companies involved in the process of managing national, global and strategic customer relationships, and enabling members to create greater customer value and achieve competitive advantage accordingly.

4740 N CumberlandChicago, IL 60656

www.strategicaccounts.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

88th percentile

0.57x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.54x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

15th percentile

-8.5%

Higher net margin than 15% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$193,606

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

28th percentile

-1.5%

Faster asset growth than 28% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-0.4%

Faster revenue growth than 28% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$3,619,926

Down $53,860 (-1.5%) from 2023

Liabilities

Up

$2,062,690

Up $214,681 (+12%) from 2023

Net Assets

Down

$1,557,236

Down $268,541 (-15%) from 2023

Operations
Liabilities / Revenue84th percentileNet Margin15th percentile

Revenue

Down

$3,812,537

Down $15,769 (-0.4%) from 2023

Expenses

Up

$4,136,008

Up $425,368 (+11%) from 2023

Net Income

Down

-$323,471

Down $441,137 (-375%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,208,582Liabilities 2011: $827,861Net Assets 2011: $380,7212011Assets 2012: $1,725,398Liabilities 2012: $911,624Net Assets 2012: $813,7742012Assets 2013: $2,121,697Liabilities 2013: $1,155,285Net Assets 2013: $966,4122013Assets 2014: $2,540,598Liabilities 2014: $1,434,152Net Assets 2014: $1,106,4462014Assets 2015: $2,952,539Liabilities 2015: $1,615,461Net Assets 2015: $1,337,0782015Assets 2016: $3,275,056Liabilities 2016: $1,907,297Net Assets 2016: $1,367,7592016Assets 2017: $2,834,767Liabilities 2017: $1,736,917Net Assets 2017: $1,097,8502017Assets 2018: $2,194,310Liabilities 2018: $1,559,183Net Assets 2018: $635,1272018Assets 2019: $2,557,991Liabilities 2019: $1,856,435Net Assets 2019: $701,5562019Assets 2020: $2,664,870Liabilities 2020: $1,802,652Net Assets 2020: $862,2182020Assets 2021: $3,748,865Liabilities 2021: $2,558,843Net Assets 2021: $1,190,0222021Assets 2022: $3,836,369Liabilities 2022: $2,169,199Net Assets 2022: $1,667,1702022Assets 2023: $3,673,786Liabilities 2023: $1,848,009Net Assets 2023: $1,825,7772023Assets 2024: $3,619,926Liabilities 2024: $2,062,690Net Assets 2024: $1,557,2362024

Highlighted filing

2024

Assets$3,619,926
Liabilities$2,062,690
Net Assets$1,557,236
Open 2024 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,848,048Expenses 2011: $2,722,592Net Income 2011: $125,4562011Revenue 2012: $3,578,586Expenses 2012: $3,145,533Net Income 2012: $433,0532012Revenue 2013: $3,488,960Expenses 2013: $3,339,226Net Income 2013: $149,7342013Revenue 2014: $4,413,765Expenses 2014: $4,278,961Net Income 2014: $134,8042014Revenue 2015: $4,790,033Expenses 2015: $4,551,458Net Income 2015: $238,5752015Revenue 2016: $4,768,314Expenses 2016: $4,752,849Net Income 2016: $15,4652016Revenue 2017: $4,237,152Expenses 2017: $4,529,219Net Income 2017: -$292,0672017Revenue 2018: $4,190,636Expenses 2018: $4,582,135Net Income 2018: -$391,4992018Revenue 2019: $4,066,235Expenses 2019: $4,059,448Net Income 2019: $6,7872019Revenue 2020: $2,871,377Expenses 2020: $2,736,001Net Income 2020: $135,3762020Revenue 2021: $3,236,078Expenses 2021: $2,945,323Net Income 2021: $290,7552021Revenue 2022: $4,117,241Expenses 2022: $3,540,098Net Income 2022: $577,1432022Revenue 2023: $3,828,306Expenses 2023: $3,710,640Net Income 2023: $117,6662023Revenue 2024: $3,812,537Expenses 2024: $4,136,008Net Income 2024: -$323,4712024

Highlighted filing

2024

Revenue$3,812,537
Expenses$4,136,008
Net Income-$323,471
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,619,926
Liabilities
$2,062,690
Net assets
$1,557,236
Revenue
$3,812,537
Expenses
$4,136,008
Net income
-$323,471
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$2.06$1.56$3.81$4.14$0.32
2023Detailed filing. Detailed filing data is available for this year.$3.67$1.85$1.83$3.83$3.71$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.84$2.17$1.67$4.12$3.54$0.58
2021Detailed filing. Detailed filing data is available for this year.$3.75$2.56$1.19$3.24$2.95$0.29
2020Detailed filing. Detailed filing data is available for this year.$2.66$1.80$0.86$2.87$2.74$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.56$1.86$0.70$4.07$4.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.19$1.56$0.64$4.19$4.58$0.39
2017Detailed filing. Detailed filing data is available for this year.$2.83$1.74$1.10$4.24$4.53$0.29
2016Detailed filing. Detailed filing data is available for this year.$3.28$1.91$1.37$4.77$4.75$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.95$1.62$1.34$4.79$4.55$0.24
2014Detailed filing. Detailed filing data is available for this year.$2.54$1.43$1.11$4.41$4.28$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.12$1.16$0.97$3.49$3.34$0.15
2012Summary only. Only limited summary data is available for this year.$1.73$0.91$0.81$3.58$3.15$0.43
2011Summary only. Only limited summary data is available for this year.$1.21$0.83$0.38$2.85$2.72$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Gross Receipts
$3,812,537
Mission and Program Overview

Mission

The strategic account management association (sama) is a knowledge-sharing organization devoted to developing, promoting and advancing the concept of customer supplier collaboration through communities of practice. Sama is dedicated to the professional development of the individuals and companies involved in the process of managing national, global and strategic customer relationships, and enabling members to create greater customer value and achieve competitive advantage accordingly.

To develop, promote and advance the concept of customer-supplier collaboration through communities of practice and to professional development of the individuals and companies involved in the process.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,543,241$2,026,608▼ $516,633
Investments in Publicly Traded Securities$704,693$771,892▲ $67,199
Accounts Receivable$136,102$337,391▲ $201,289
Land, Buildings, and Equipment, Net$52,633$281,890▲ $229,257
Cash and Non-Interest-Bearing Accounts$167,438$126,255▼ $41,183
Prepaid Expenses and Deferred Charges$63,387$69,598▲ $6,211
Inventories for Sale or Use$6,292$6,292→ $0
Total Assets$3,673,786$3,619,926▼ $53,860
Liabilities
Deferred Revenue$1,551,851$1,593,019▲ $41,168
Accounts Payable and Accrued Expenses$296,158$469,671▲ $173,513
Total Liabilities$1,848,009$2,062,690▲ $214,681
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,825,777$1,557,236▼ $268,541
Total Net Assets Fund Balance$1,825,777$1,557,236▼ $268,541
Total Liabilities and Net Assets / Fund Balance$3,673,786$3,619,926▼ $53,860

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$281,890$112,305-
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Fran SchwartzDirector of Finance, Meetings and OperationsFT$171,077$22,529$193,606
Fran Schwartz--$146,664$46,942$193,606
Elisabeth SouderDirector of Knowledge and CertificationFT$167,875$18,400$186,275
Elisabeth Souder--$142,380$43,895$186,275
Gordon GalzeranoPresident and CEOFT$145,838$15,536$161,374
Gordon Galzerano--$145,838$15,536$161,374
Christopher JensenDirector of Customer SuccessFT$136,603$22,271$158,874
Christopher Jensen--$117,888$40,986$158,874
Harvey DunhamManaging Director of Business DevlpmtFT$136,844$8,184$145,028
Denise Freier--$118,305$22,529$140,834
Denise FreierPresident and CEOFT$118,305$7,482$125,787
Joel SchaafsmaResearch ManagerFT$108,362$13,076$121,438
Geoff WilliamsInterim CEOPT$84,500-$84,500
Geoff Williams--$84,500-$84,500

Board Members and Trustees

NameTitle
James FordChairman
Anju BirdyDirector
Denise JulianoDirector
Dominique CoteDirector
Eric GantierDirector
Geoff QuinnDirector
Jennifer StanleyDirector
Max WalkerDirector
Michael AhearneDirector
Mike MoormanDirector
Noel CaponDirector
Renae LearyDirector
Sara TheisDirector
Shawn ParkerDirector
Stephen AndersonDirector
Steve AndersenDirector
Tom DerryDirector
Ron DavisEvp
Hajo RappSecretary
Dino BertaniTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$175,500
Program Service Revenue
$3,532,193
Investment Income
$103,459
Other Revenue
$1,385
All Other Contributions
$175,500
Change in Net Assets
$-323,471
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,683,945
Other Expenses$1,452,063
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$0$0$0$1,858,432
Conferences and Meetings$962,963$0$0$962,963
Current Officers, Directors, Trustees, and Key Employees$0$0$0$396,643
Information Technology$0$0$0$210,785
Payroll Taxes$0$0$0$174,960
Other Employee Benefits$0$0$0$173,129
Pension Plan Contributions$0$0$0$80,781
Advertising$0$0$0$59,685
Office Expenses$0$0$0$41,890
Depreciation Depletion$0$0$0$41,284
Fees for Services Legal$0$0$0$32,275
Insurance$0$0$0$19,447
Travel$0$0$0$10,501
Occupancy$0$0$0$9,691
All Other Expenses$3,283$0$0$3,283
Fees for Services Accounting$0$0$0$2,881
Other Expenses$75$0$0$75
Total Functional Expenses$975,705$0$0$4,136,008
International Activity

International Summary

Offices
0
Employees
0
Spending
$54,885

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
EuropeProgram ServicesPan-european Conference00$54,885
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Strategic Account Management Association
EIN
13-2558593
Phone
3122513131
Address
4740 N CUMBERLAND, CHICAGO, IL 60656

Signing Officer

Name
James G Ford
Title
Board Chair
Phone
3122513131
Signed
2025-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James G Ford
Formed
1964
Legal Domicile
Il
Voting Board Members
21
Independent Board Members
21
Employees
29
Volunteers
36

Preparer

Firm
Reimer & Schwartz Cpas
Address
2623 N 78TH AVE, ELMWOOD PARK, IL 60707
Preparer
Francine F Schwartz CPA
Phone
7734671040
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“There are two classes of membership; individual and corporate.individual members shall be entitled to serve on committees, attend member meetings, social functions, serve on the board of directors and hold office. Members shall not have voting rights but may be asked to voice an opinion when requested by the board of directors.”

Pt VI, Line 11B

“The president/ceo reviews the 990 before filing”

Pt VI, Line 12C

“Board members sign policy and monitor it.”

Pt VI, Line 15A

“Officer/key employee compensation is decided by the board. Sama uses the association forums compensation study to benchmark compensation practices”

Pt VI, Line 15B

“The ceo and hr dept use benchmarking and an hr partner to determine compensation of key employees”

Raw XML AppendixShowing 400 of 693 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt21PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt22PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR OF FINANCE, MEETINGS AND OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt24MANAGING DIRECTOR OF BUSINESS DEVLPMT
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR OF KNOWLEDGE AND CERTIFICATION
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR OF CUSTOMER SUCCESS
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