Civic Intelligence

National Management Assoc

990 • Fiscal year 2021 • EIN 58-6037327

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 20, 2024

86 S Cobb Dr SE Zone 0245Marietta, GA 30063-0001

(770) 494-3239

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

44th percentile

5.0%

Higher net margin than 44% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

43rd percentile

3.4%

Faster asset growth than 43% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-43%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$292,107

Up $7,253 (+2.5%) from 2021

Net Assets

Up

$292,107

Up $7,253 (+2.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$70,239

Up $219 (+0.3%) from 2021

Expenses

Down

$66,743

Down $1,000 (-1.5%) from 2021

Net Income

Up

$3,496

Up $1,219 (+54%) from 2021

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $109,498Liabilities 2011: $0Net Assets 2011: $109,4982011Assets 2012: $145,068Liabilities 2012: $40,815Net Assets 2012: $104,2532012Assets 2013: $156,598Liabilities 2013: $488Net Assets 2013: $156,1102013Assets 2014: $126,638Liabilities 2014: $0Net Assets 2014: $126,6382014Assets 2015: $139,750Liabilities 2015: $700Net Assets 2015: $139,0502015Assets 2016: $156,397Liabilities 2016: $180Net Assets 2016: $156,2172016Assets 2017: $167,442Liabilities 2017: $675Net Assets 2017: $166,7672017Assets 2018: $194,870Liabilities 2018: $0Net Assets 2018: $194,8702018Assets 2019: $218,288Liabilities 2019: $0Net Assets 2019: $218,2882019Assets 2020: $282,577Liabilities 2020: $0Net Assets 2020: $282,5772020Assets 2021: $284,854Liabilities 2021: $0Net Assets 2021: $284,8542021Assets 2021: $292,107Liabilities 2021: $0Net Assets 2021: $292,1072021Assets 2022: $293,391Liabilities 2022: $0Net Assets 2022: $293,3912022Assets 2023: $215,151Liabilities 2023: $0Net Assets 2023: $215,1512023Assets 2024: $176,276Liabilities 2024: $0Net Assets 2024: $176,2762024

Highlighted filing

2021

Assets$292,107
Liabilities$0
Net Assets$292,107

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $327,599Expenses 2011: $286,451Net Income 2011: $41,1482011Revenue 2012: $257,028Expenses 2012: $261,785Net Income 2012: -$4,7572012Revenue 2013: $208,830Expenses 2013: $169,980Net Income 2013: $38,8502013Revenue 2014: $169,502Expenses 2014: $198,974Net Income 2014: -$29,4722014Revenue 2015: $258,723Expenses 2015: $244,911Net Income 2015: $13,8122015Revenue 2016: $252,090Expenses 2016: $235,443Net Income 2016: $16,6472016Revenue 2017: $167,684Expenses 2017: $156,639Net Income 2017: $11,0452017Revenue 2018: $161,817Expenses 2018: $134,389Net Income 2018: $27,4282018Revenue 2019: $90,689Expenses 2019: $65,627Net Income 2019: $25,0622019Revenue 2020: $123,551Expenses 2020: $59,262Net Income 2020: $64,2892020Revenue 2021: $70,020Expenses 2021: $67,743Net Income 2021: $2,2772021Revenue 2021: $70,239Expenses 2021: $66,743Net Income 2021: $3,4962021Revenue 2022: $65,105Expenses 2022: $63,821Net Income 2022: $1,2842022Revenue 2023: $89,544Expenses 2023: $167,784Net Income 2023: -$78,2402023Revenue 2024: $88,410Expenses 2024: $127,285Net Income 2024: -$38,8752024

Highlighted filing

2021

Revenue$70,239
Expenses$66,743
Net Income$3,496
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 20, 2024
Return Version
2021v4.0
Gross Receipts
$70,239
Mission and Program Overview

Mission

To assist each lmla member to develop as an individual and as a leader at lm aero. To develop a greater degree of cooperation among all members and all levels of management. To promote a professional spirit and create a set of principles and body of knowledge to which all members may subscribe.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$282,577$292,107▲ $9,530
Cash and Non-Interest-Bearing Accounts$281,902$291,432▲ $9,530
Prepaid Expenses and Deferred Charges$675$675→ $0
Total Assets$282,577$292,107▲ $9,530
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$282,577$292,107▲ $9,530
Total Liabilities and Net Assets / Fund Balance$282,577$292,107▲ $9,530
Compensation and Service Providers

Board Members and Trustees

NameTitle
Terry BartlettPresident
Francisco RodriguezExecutive VP
Juliana OrtizVP of Commun
Terrell HarrisVP of Commun
Jay BhattVP of Financ
Carolyn FaulkVP of Member
Ashley JeeterVP of Prof D
Ladonna DickersonVP of Progra
Revenue and Support

Revenue Composition

Contributions and Grants
$68,660
Program Service Revenue
$0
Investment Income
$219
Other Revenue
$1,360
Change in Net Assets
$3,496
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$66,743
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$702--$702
All Other Expenses$500--$500
Total Functional Expenses$66,743$0$0$66,743
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
Subject to proxy tax
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The primary target of lmla membership is the lockheed martin labor force. Once an individual becomes a member they can vote during elections to select the lmla officers and board of directors (voting is only required if more than one candidate is running). The lmla officers function as the governing body and the officers must abide by the bylaws. Any amendment to the bylaws must be approved by the board of directors (2/3 majority).

Form 990, Page 6, Part VI, Line 7A

The primary target of lmla membership is the lockheed martin labor force. Once an individual becomes a member they can vote during elections to select the lmla officers and board of directors (voting is only required if more than one candidate is running). The lmla officers function as the governing body and the officers must abide by the bylaws.

Form 990, Page 6, Part VI, Line 7B

The primary target of lmla membership is the lockheed martin labor force. Once an individual becomes a member they can vote during elections to select the lmla officers and board of directors (voting is only required if more than one candidate is running). The lmla officers function as the governing body and the officers must abide by the bylaws.

Form 990, Page 6, Part VI, Line 11B

The vice president of finance makes the irs forms available for officers and membership to review. No formal approval process is necessary. The organization is officially categorized as 501(c)(9).

Form 990, Page 6, Part VI, Line 12C

The board of directors insures that the organization's policies are enforced.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents and conflict of interest policies are included in the bylaws. The bylaws are available in the organization's intranet website. Financial statements are available upon request to the vice president of finance.

Filing and Contact Details

Filer

Filer Name
National Management Assoc
EIN
58-6037327
Phone
7704943239
Address
86 S COBB DR SE ZONE 0245, MARIETTA, GA 30063-0001
Doing Business As
Lmla

Signing Officer

Name
Jay Bhatt
Title
VP of Finance
Phone
7704946496
Signed
2024-11-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay Bhatt
Formed
1954
Legal Domicile
Ga
Voting Board Members
12
Independent Board Members
0
Employees
0
Volunteers
130

Preparer

Firm
Ratliff & Associates Cpas Pc
Address
1275 SHILOH RD STE 2140, KENNESAW, GA 30144
Preparer
Peggy L Cowan CPA
Phone
7709511040
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

Additional information became available after the original filing.

FORM 990 - ORGANIZATION'S MISSION

To assist each lmla member to develop as an individual and as a leader at lm aero. To develop a greater degree of cooperation among all members and all levels of management. To promote a professional spirit and create a set of principles and body of knowledge to which all members may subscribe.

Form 990, Page 1, Part I, Line 6

The primary target of lmla membership is the lockheed martin labor force. Once an individual becomes a member they can vote during elections to select the lmla officers and board of directors (voting is only required if more than one candidate is running). The lmla officers function as the governing body and the officers must abide by the bylaws. Any amendment to the bylaws must be approved by the board of directors (2/3 majority).

Form 990, Page 2, Part III, Line 4D

Assisted members to develop as individuals and as leaders at lm aero. Developed a greater degree of cooperation among all members and all levels of management. Promoted a professional spirit and created a set of principles and body of knowledge to which all members may subscribe.

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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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE VP
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP OF PROGRA
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP OF PROF D
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP OF COMMUN
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP OF FINANC
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP OF COMMUN
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP OF MEMBER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADDITIONAL INFORMATION BECAME AVAILABLE AFTER THE ORIGINAL FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO ASSIST EACH LMLA MEMBER TO DEVELOP AS AN INDIVIDUAL AND AS A LEADER AT LM AERO. TO DEVELOP A GREATER DEGREE OF COOPERATION AMONG ALL MEMBERS AND ALL LEVELS OF MANAGEMENT. TO PROMOTE A PROFESSIONAL SPIRIT AND CREATE A SET OF PRINCIPLES AND BODY OF KNOWLEDGE TO WHICH ALL MEMBERS MAY SUBSCRIBE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRIMARY TARGET OF LMLA MEMBERSHIP IS THE LOCKHEED MARTIN LABOR FORCE. ONCE AN INDIVIDUAL BECOMES A MEMBER THEY CAN VOTE DURING ELECTIONS TO SELECT THE LMLA OFFICERS AND BOARD OF DIRECTORS (VOTING IS ONLY REQUIRED IF MORE THAN ONE CANDIDATE IS RUNNING). THE LMLA OFFICERS FUNCTION AS THE GOVERNING BODY AND THE OFFICERS MUST ABIDE BY THE BYLAWS. ANY AMENDMENT TO THE BYLAWS MUST BE APPROVED BY THE BOARD OF DIRECTORS (2/3 MAJORITY).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ASSISTED MEMBERS TO DEVELOP AS INDIVIDUALS AND AS LEADERS AT LM AERO. DEVELOPED A GREATER DEGREE OF COOPERATION AMONG ALL MEMBERS AND ALL LEVELS OF MANAGEMENT. PROMOTED A PROFESSIONAL SPIRIT AND CREATED A SET OF PRINCIPLES AND BODY OF KNOWLEDGE TO WHICH ALL MEMBERS MAY SUBSCRIBE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PRIMARY TARGET OF LMLA MEMBERSHIP IS THE LOCKHEED MARTIN LABOR FORCE. ONCE AN INDIVIDUAL BECOMES A MEMBER THEY CAN VOTE DURING ELECTIONS TO SELECT THE LMLA OFFICERS AND BOARD OF DIRECTORS (VOTING IS ONLY REQUIRED IF MORE THAN ONE CANDIDATE IS RUNNING). THE LMLA OFFICERS FUNCTION AS THE GOVERNING BODY AND THE OFFICERS MUST ABIDE BY THE BYLAWS. ANY AMENDMENT TO THE BYLAWS MUST BE APPROVED BY THE BOARD OF DIRECTORS (2/3 MAJORITY).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PRIMARY TARGET OF LMLA MEMBERSHIP IS THE LOCKHEED MARTIN LABOR FORCE. ONCE AN INDIVIDUAL BECOMES A MEMBER THEY CAN VOTE DURING ELECTIONS TO SELECT THE LMLA OFFICERS AND BOARD OF DIRECTORS (VOTING IS ONLY REQUIRED IF MORE THAN ONE CANDIDATE IS RUNNING). THE LMLA OFFICERS FUNCTION AS THE GOVERNING BODY AND THE OFFICERS MUST ABIDE BY THE BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PRIMARY TARGET OF LMLA MEMBERSHIP IS THE LOCKHEED MARTIN LABOR FORCE. ONCE AN INDIVIDUAL BECOMES A MEMBER THEY CAN VOTE DURING ELECTIONS TO SELECT THE LMLA OFFICERS AND BOARD OF DIRECTORS (VOTING IS ONLY REQUIRED IF MORE THAN ONE CANDIDATE IS RUNNING). THE LMLA OFFICERS FUNCTION AS THE GOVERNING BODY AND THE OFFICERS MUST ABIDE BY THE BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE VICE PRESIDENT OF FINANCE MAKES THE IRS FORMS AVAILABLE FOR OFFICERS AND MEMBERSHIP TO REVIEW. NO FORMAL APPROVAL PROCESS IS NECESSARY. THE ORGANIZATION IS OFFICIALLY CATEGORIZED AS 501(C)(9).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE BOARD OF DIRECTORS INSURES THAT THE ORGANIZATION'S POLICIES ARE ENFORCED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE INCLUDED IN THE BYLAWS. THE BYLAWS ARE AVAILABLE IN THE ORGANIZATION'S INTRANET WEBSITE. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO THE VICE PRESIDENT OF FINANCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAY BHATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum07704946496
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL MANAGEMENT ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0586037327
ReturnHeader/Filer/PhoneNum07704943239
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201190805
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RATLIFF & ASSOCIATES CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01275 SHILOH RD STE 2140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENNESAW
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PEGGY L COWAN CPA
ReturnHeader/ReturnTs02024-11-26T16:43:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.00$1.76$0.88$1.27$0.39
2023Summary only. Only limited summary data is available for this year.$2.15$0.00$2.15$0.90$1.68$0.78
2022Summary only. Only limited summary data is available for this year.$2.93$0.00$2.93$0.65$0.64$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.70$0.67$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.85$0.70$0.68$0.02
2020Summary only. Only limited summary data is available for this year.$2.83$0.00$2.83$1.24$0.59$0.64
2019Summary only. Only limited summary data is available for this year.$2.18$0.00$2.18$0.91$0.66$0.25
2018Summary only. Only limited summary data is available for this year.$1.95$0.00$1.95$1.62$1.34$0.27
2017Summary only. Only limited summary data is available for this year.$1.67$0.01$1.67$1.68$1.57$0.11
2016Summary only. Only limited summary data is available for this year.$1.56$0.00$1.56$2.52$2.35$0.17
2015Summary only. Only limited summary data is available for this year.$1.40$0.01$1.39$2.59$2.45$0.14
2014Summary only. Only limited summary data is available for this year.$1.27$0.00$1.27$1.70$1.99$0.29
2013Summary only. Only limited summary data is available for this year.$1.57$0.00$1.56$2.09$1.70$0.39
2012Summary only. Only limited summary data is available for this year.$1.45$0.41$1.04$2.57$2.62$0.05
2011Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$3.28$2.86$0.41