Civic Intelligence

Foundation of the National Automatic Merchandising Assoc

990 • Fiscal year 2021 • EIN 36-3169508

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

Organization ProfileWWW.NAMANOW.ORG/FOUNDATION
1777 North Kent Street 1010Arlingtion, VA 22209

(630) 710-0263

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.14x

Higher debt load relative to assets than 61% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

1.35x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

6th percentile

-39%

Higher net margin than 6% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

99th percentile

$1,086,548

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 861.4% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

53rd percentile

11%

Faster asset growth than 53% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

65th percentile

29%

Faster revenue growth than 65% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$1,223,571

Up $120,417 (+11%) from 2020

Net Assets

Down

$1,052,872

Down $48,572 (-4.4%) from 2020

Liabilities

Up

$170,699

Up $168,989 (+9882%) from 2020

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin6th percentile

Revenue

Up

$126,137

Up $28,100 (+29%) from 2020

Expenses

Down

$174,709

Down $45,438 (-21%) from 2020

Net Income

Up

-$48,572

Up $73,538 (+60%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $3,131,657Liabilities 2013: $230,526Net Assets 2013: $2,901,1312013Assets 2014: $2,635,231Liabilities 2014: $12,677Net Assets 2014: $2,622,5542014Assets 2015: $2,372,793Liabilities 2015: $357,592Net Assets 2015: $2,015,2012015Assets 2016: $1,843,488Liabilities 2016: $173,111Net Assets 2016: $1,670,3772016Assets 2017: $1,583,769Liabilities 2017: $35,641Net Assets 2017: $1,548,1282017Assets 2018: $1,384,021Liabilities 2018: $41,823Net Assets 2018: $1,342,1982018Assets 2019: $1,235,924Liabilities 2019: $12,370Net Assets 2019: $1,223,5542019Assets 2020: $1,103,154Liabilities 2020: $1,710Net Assets 2020: $1,101,4442020Assets 2021: $1,223,571Liabilities 2021: $170,699Net Assets 2021: $1,052,8722021Assets 2022: $1,126,918Liabilities 2022: $75,000Net Assets 2022: $1,051,9182022Assets 2023: $1,111,748Liabilities 2023: $82,357Net Assets 2023: $1,029,3912023Assets 2024: $1,239,912Liabilities 2024: $140,172Net Assets 2024: $1,099,7402024

Highlighted filing

2021

Assets$1,223,571
Liabilities$170,699
Net Assets$1,052,872
Open 2021 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $2,170,573Expenses 2013: $581,292Net Income 2013: $1,589,2812013Revenue 2014: $379,440Expenses 2014: $662,555Net Income 2014: -$283,1152014Revenue 2015: $270,969Expenses 2015: $889,317Net Income 2015: -$618,3482015Revenue 2016: $390,543Expenses 2016: $742,542Net Income 2016: -$351,9992016Revenue 2017: $368,455Expenses 2017: $500,744Net Income 2017: -$132,2892017Revenue 2018: $150,766Expenses 2018: $356,696Net Income 2018: -$205,9302018Revenue 2019: $199,031Expenses 2019: $317,683Net Income 2019: -$118,6522019Revenue 2020: $98,037Expenses 2020: $220,147Net Income 2020: -$122,1102020Revenue 2021: $126,137Expenses 2021: $174,709Net Income 2021: -$48,5722021Revenue 2022: $256,324Expenses 2022: $257,278Net Income 2022: -$9542022Revenue 2023: $206,586Expenses 2023: $229,113Net Income 2023: -$22,5272023Revenue 2024: $346,092Expenses 2024: $275,743Net Income 2024: $70,3492024

Highlighted filing

2021

Revenue$126,137
Expenses$174,709
Net Income-$48,572
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.2
Gross Receipts
$126,137
Mission and Program Overview

Mission

To strengthen and advance the convenience services industry through strategic support of advocacy, education and research initiatives.

Formed exclusively for charitable, educational and scientific purposes and to provide public information regarding the convenience services industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$525,705$744,599▲ $218,894
Savings and Temporary Cash Investments$200,414$245,459▲ $45,045
Pledges and Grants Receivable$370,345$232,513▼ $137,832
Prepaid Expenses and Deferred Charges$1,220$1,000▼ $220
Total Assets$1,103,154$1,223,571▲ $120,417
Other Assets Total$5,470--
Liabilities
Other Liabilities$0$143,739▲ $143,739
Deferred Revenue-$25,000-
Accounts Payable and Accrued Expenses$1,710$1,960▲ $250
Total Liabilities$1,710$170,699▲ $168,989
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$926,331$820,774▼ $105,557
Net Assets With Donor Restrictions$175,113$232,098▲ $56,985
Total Net Assets Fund Balance$1,101,444$1,052,872▼ $48,572
Total Liabilities and Net Assets / Fund Balance$1,103,154$1,223,571▲ $120,417
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carla BalakgiePresident & CEOPT$210,666$3,430$214,096
Wayne Eric DellExecutive Vice President-$8,756$481$9,237

Board Members and Trustees

NameTitle
Josh RosenbergChair
Joe HesslingVice Chair
Barton ReedDirector
Byron BrooksDirector
Chip EnglishDirector
Dennis ThorntonDirector
Heidi ChicoDirector
Jeff DeitchlerDirector
Jeffrey R SmithDirector
Lance WhortonDirector
Larry AtnipDirector
Matt SheneDirector
Melissa BrownDirector
Patrick HatcherDirector
Scott HalloranDirector
Marc WhitenerSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$112,060
Program Service Revenue
$0
Investment Income
$427
Other Revenue
$13,650
All Other Contributions
$81,632
Change in Net Assets
$-48,572
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$174,709
Total Fundraising Expense$55,722
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$8,447$42,153$34,734$85,334
Other Expenses$19,181$42,019$19,093$80,293
Fees for Services Accounting-$4,124-$4,124
Fees for Services Legal-$3,063-$3,063
Travel--$1,895$1,895
Total Functional Expenses$27,628$91,359$55,722$174,709
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$13,650
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Nama$143,739
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The board of trustees are elected by the board of directors of the national automatic merchandising association (nama).”

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 12C

“Foundation trustees sign new conflict of interest statements annually. The foundaiton's attorney is present at all trustee meetings to monitor discussions and voting for potential conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“No documents are made available to the public.”

Filing and Contact Details

Filer

Filer Name
National Automatic Merchandising
EIN
36-3169508
Phone
6307100263
Address
1777 NORTH KENT STREET 1010, ARLINGTION, VA 22209

Signing Officer

Name
Robert G Owens
Title
Chief Financial Officer
Phone
6307100263
Signed
2022-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carla Balakgie
Formed
1981
Legal Domicile
Il
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
19

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Subrina Wood CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The audit committee, chaired by the secretary/treasurer of the nama board of directors, has oversight of the audit and selection of an independent accounting firm.”

Raw XML AppendixShowing 400 of 567 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/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE VICE PRESIDENT
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0820774
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05470
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OVERHEAD ALLOCATION
IRS990/OtherExpensesGrp/FundraisingAmt019093
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt042019
IRS990/OtherExpensesGrp/ProgramServicesAmt019181
IRS990/OtherExpensesGrp/TotalAmt080293
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0143739
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0370345
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0232513
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01220
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01000
IRS990/PrincipalOfficerNm0CARLA BALAKGIE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0OUTREACH AND EDUCATION FOCUSED PRIMARILY ON COMMUNICATING THE VALUE AND SERVICES OF THE INDUSTRY TO STAKEHOLDERS AT ALL LEVELS, INCLUDING CONSUMERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt027628
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt092038
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04646
IRS990/PYInvestmentIncomeAmt0691
IRS990/PYOtherExpensesAmt0215501
IRS990/PYOtherRevenueAmt05308
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-122110
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0220147
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt098037
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0-48572
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0200414
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0245459
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ALTHOUGH NOT LISTED SPECIFICALLY IN THE FOUNDATION'S GOVERNING DOCUMENTS AS A SUPPORTED ORGANIZATION, THE NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION (NAMA) HAS A LONG-STANDING AND CONTINUING RELATIONSHIP WITH THE FOUNDATION. NAMA CONTINUES TO SELECT THE GOVERNING BODY OF THE FOUNDATION, AND WORKS CLOSELY WITH THE FOUNDATION ON ALL SUPPORTED ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FOUNDATION DOES NOT PROVIDE DIRECT SUPPORT TO ITS SUPPORTED ORGANIZATION. RATHER, IT PURSUES CHARITABLE PURPOSES THAT FURTHER THE EDUCATIONAL CHARITABLE PURPOSES OF THE ORGANIZATION IT SUPPORTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2DETERMINATION IS MADE ON A CONTINUAL BASIS THROUGH THE MONITORING OF SUPPORTED ORGANIZATION REVENUES AND INVESTMENT INCOME, IN ACCORDANCE WITH THE REQUIREMENTS OF THE SECTION 509(A)(2) PUBLIC SUPPORT TEST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION A, LINE 3B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0361520825
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NATIONAL AUTOMATIC MERCHANDISING
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0143739
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO NAMA
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0143739
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0210666
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt18756
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0200000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt140000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0459218
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1310233
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt019500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt03430
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt1481
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt010289
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt118745
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0183445
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CARLA BALAKGIE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1WAYNE ERIC DELL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EXECUTIVE VICE PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0214096
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt19237
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0872452
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1368978
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES ARE ELECTED BY THE BOARD OF DIRECTORS OF THE NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION (NAMA).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FOUNDATION TRUSTEES SIGN NEW CONFLICT OF INTEREST STATEMENTS ANNUALLY. THE FOUNDAITON'S ATTORNEY IS PRESENT AT ALL TRUSTEE MEETINGS TO MONITOR DISCUSSIONS AND VOTING FOR POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE AUDIT COMMITTEE, CHAIRED BY THE SECRETARY/TREASURER OF THE NAMA BOARD OF DIRECTORS, HAS OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTING FIRM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,223,571
Liabilities
$170,699
Net assets
$1,052,872
Revenue
$126,137
Expenses
$174,709
Net income
-$48,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.14$1.10$0.35$0.28$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.08$1.03$0.21$0.23$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.08$1.05$0.26$0.26$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.17$1.05$0.13$0.17$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.10$0.22$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.01$1.22$0.20$0.32$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.04$1.34$0.15$0.36$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.58$0.04$1.55$0.37$0.50$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.84$0.17$1.67$0.39$0.74$0.35
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.36$2.02$0.27$0.89$0.62
2014Detailed filing. Detailed filing data is available for this year.$2.64$0.01$2.62$0.38$0.66$0.28
2013Detailed filing. Detailed filing data is available for this year.$3.13$0.23$2.90$2.17$0.58$1.59