Civic Intelligence

Third Party Marketers

EIN 68-0647076 • 501(c)6 • Rye Brook, NY

Profile

Third party marketers association (3pm) is an association of independent, outsourced sales and marketing firms that support the investment management industry worldwide.

111 South Ridge Street 201Rye Brook, NY 10573

www.3pm.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

28th percentile

-13%

Higher net margin than 28% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

46th percentile

-3.3%

Faster asset growth than 46% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

60th percentile

5.2%

Faster revenue growth than 60% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$60,134

Down $8,772 (-13%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$60,134

Down $8,772 (-13%) from 2021

Operations
Liabilities / Revenue51st percentileNet Margin28th percentile

Revenue

Down

$1,290

Down $15,690 (-92%) from 2021

Expenses

Down

$7,771

Down $697 (-8.2%) from 2021

Net Income

Down

-$6,481

Down $14,993 (-176%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$80K$60K$40K$20K$0Assets 2011: $31,997Liabilities 2011: $1,7002011Assets 2012: $45,494Liabilities 2012: $14,5002012Assets 2013: $34,751Liabilities 2013: $2,725Net Assets 2013: $32,0262013Assets 2014: $38,017Liabilities 2014: $1,949Net Assets 2014: $36,0682014Assets 2015: $34,326Liabilities 2015: $2,052Net Assets 2015: $32,2742015Assets 2016: $19,833Liabilities 2016: $17,549Net Assets 2016: $2,2842016Assets 2017: $8,423Liabilities 2017: $4,373Net Assets 2017: $4,0502017Assets 2018: $4,947Liabilities 2018: $3,9542018Assets 2019: $33,707Liabilities 2019: $0Net Assets 2019: $33,7072019Assets 2020: $60,394Liabilities 2020: $0Net Assets 2020: $60,3942020Assets 2021: $68,906Liabilities 2021: $0Net Assets 2021: $68,9062021Assets 2022: $60,134Liabilities 2022: $0Net Assets 2022: $60,1342022

Highlighted filing

2022

Assets$60,134
Liabilities$0
Net Assets$60,134
Open 2022 Filing

Operations Trend

Revenue Growth60th percentile

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

$100K$50K$0-$50KRevenue 2011: $75,151Expenses 2011: $72,831Net Income 2011: $2,3202011Revenue 2012: $97,976Expenses 2012: $97,279Net Income 2012: $6972012Revenue 2013: $95,011Expenses 2013: $93,979Net Income 2013: $1,0322013Revenue 2014: $84,063Expenses 2014: $80,021Net Income 2014: $4,0422014Revenue 2015: $46,971Expenses 2015: $50,765Net Income 2015: -$3,7942015Revenue 2016: $47,987Expenses 2016: $77,979Net Income 2016: -$29,9922016Revenue 2017: $95,029Expenses 2017: $93,263Net Income 2017: $1,7662017Revenue 2018: $56,166Expenses 2018: $59,223Net Income 2018: -$3,0572018Revenue 2019: $42,343Expenses 2019: $9,629Net Income 2019: $32,7142019Revenue 2020: $47,875Expenses 2020: $21,188Net Income 2020: $26,6872020Revenue 2021: $16,980Expenses 2021: $8,468Net Income 2021: $8,5122021Revenue 2022: $1,290Expenses 2022: $7,771Net Income 2022: -$6,4812022

Highlighted filing

2022

Revenue$1,290
Expenses$7,771
Net Income-$6,481
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,134
Liabilities
$0
Net assets
$60,134
Revenue
$1,290
Expenses
$7,771
Net income
-$6,481
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$60.1$0.00$60.1$1.29$7.77$6.48
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.9$0.00$68.9$17.0$8.47$8.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.4$0.00$60.4$47.9$21.2$26.7
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.7$0.00$33.7$42.3$9.63$32.7
2018Summary only. Only limited summary data is available for this year.$4.95$3.95$56.2$59.2$3.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.42$4.37$4.05$95.0$93.3$1.77
2016Detailed filing. Detailed filing data is available for this year.$19.8$17.5$2.28$48.0$78.0$30.0
2015Detailed filing. Detailed filing data is available for this year.$34.3$2.05$32.3$47.0$50.8$3.79
2014Detailed filing. Detailed filing data is available for this year.$38.0$1.95$36.1$84.1$80.0$4.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.8$2.73$32.0$95.0$94.0$1.03
2012Summary only. Only limited summary data is available for this year.$45.5$14.5$98.0$97.3$0.70
2011Summary only. Only limited summary data is available for this year.$32.0$1.70$75.2$72.8$2.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$1,290
Mission and Program Overview

Mission

Third party marketers association (3pm) is an association of independent, outsourced sales and marketing firms that support the investment management industry worldwide.

Third party marketers association, inc (3pm) is an association of independent, outsourced sales and marketing firms that supports the investment management industry worldwide.

Program Services

DescriptionGrantsExpenses
THE ASSOCIATION HELD AN ANNUAL CONFERENCE VIRTUALLY WHERE TOPICS RELEVANT TO THE INDUSTRY WERE DISCUSSED.$0$0
THE ASSOCIATION HOSTED EDUCATIONAL PROGRAMS THROUGH WEBINARS AND POSTED RELEVANT CONTENT TO THE ASSOCIATION WEBSITE.$0$0
THE ASSOCIATION PROVIDED EDUCATIONAL INFORMATION THROUGH EMAIL CORRESPONDENCE AND SOCIAL MEDIA PERTAINING TO ADVICE, TECHNICAL COMMENTARY AND TOPICS RELEVANT TO THE INDUSTRY. RELEVANT INFORMATION WAS PROVIDED TO THE NETWORK THROUGH SOCIAL MEDIA POSTS (LINKEDIN) AND THROUGH QUARTERLY NEWSLETTERS.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA DIMARIAChairwoman-$0--
SANDRA POWERS MURPHYPresident-$0--
KEN ROGERSTreasurer-$0--
FRANK MINARDCommittee Chair-$0--
TRISHA SANDOZCommittee Chair-$0--
Filing and Contact Details

Filer

Filer Name
Global Asset Management Marketing
EIN
68-0647076
Phone
5083201685
Address
111 SOUTH RIDGE STREET 201, RYE BROOK, NY 10573

Signing Officer

Name
Ken Rogers
Title
Treasurer
Phone
9142511084
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Goloboy CPA LLC
Address
28 SOUTH MAIN STREET, SHARON, MA 02067
Preparer
Andrew S Goloboy CPA
Phone
7817935890
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: advertising & marketing. Amount: 173. Description: association fees. Amount: 4,785. Description: bank & credit card processing. Amount: 521. Description: insurance. Amount: 671. Description: miscellaneous. Amount: 553. Description: email and internet. Amount: 699. Description: office supplies & software. Amount: 369. Total to form 990-ez, line 16: 7,771.”

Raw XML Appendix123 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0KEN ROGERS
IRS990EZ/BooksInCareOfDetail/PhoneNum09142511084
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03010 WESTCHESTER AVENUE 2ND FLOOR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PURCHASE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010577
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt066615
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060134
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01290
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-6481
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt066615
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060134
IRS990EZ/GrossReceiptsAmt01290
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt066615
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060134
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt066615
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060134
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DONNA DIMARIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SANDRA POWERS MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEN ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRANK MINARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TRISHA SANDOZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRWOMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3COMMITTEE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMITTEE CHAIR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07771
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THIRD PARTY MARKETERS ASSOCIATION, INC (3PM) IS AN ASSOCIATION OF INDEPENDENT, OUTSOURCED SALES AND MARKETING FIRMS THAT SUPPORTS THE INVESTMENT MANAGEMENT INDUSTRY WORLDWIDE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ASSOCIATION HELD AN ANNUAL CONFERENCE VIRTUALLY WHERE TOPICS RELEVANT TO THE INDUSTRY WERE DISCUSSED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ASSOCIATION HOSTED EDUCATIONAL PROGRAMS THROUGH WEBINARS AND POSTED RELEVANT CONTENT TO THE ASSOCIATION WEBSITE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ASSOCIATION PROVIDED EDUCATIONAL INFORMATION THROUGH EMAIL CORRESPONDENCE AND SOCIAL MEDIA PERTAINING TO ADVICE, TECHNICAL COMMENTARY AND TOPICS RELEVANT TO THE INDUSTRY. RELEVANT INFORMATION WAS PROVIDED TO THE NETWORK THROUGH SOCIAL MEDIA POSTS (LINKEDIN) AND THROUGH QUARTERLY NEWSLETTERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt07771
IRS990EZ/TotalRevenueAmt01290
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.GROWWITHGAMMA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADVERTISING & MARKETING. AMOUNT: 173. DESCRIPTION: ASSOCIATION FEES. AMOUNT: 4,785. DESCRIPTION: BANK & CREDIT CARD PROCESSING. AMOUNT: 521. DESCRIPTION: INSURANCE. AMOUNT: 671. DESCRIPTION: MISCELLANEOUS. AMOUNT: 553. DESCRIPTION: EMAIL AND INTERNET. AMOUNT: 699. DESCRIPTION: OFFICE SUPPLIES & SOFTWARE. AMOUNT: 369. TOTAL TO FORM 990-EZ, LINE 16: 7,771.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN ROGERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09142511084
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GLOBAL ASSET MANAGEMENT MARKETING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0GLOB
ReturnHeader/Filer/EIN0680647076
ReturnHeader/Filer/PhoneNum05083201685
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 SOUTH RIDGE STREET 201
ReturnHeader/Filer/USAddress/CityNm0RYE BROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010573
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202936117
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOLOBOY CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028 SOUTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHARON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002067
ReturnHeader/PreparerPersonGrp/PhoneNum07817935890
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW S GOLOBOY CPA
ReturnHeader/ReturnTs02023-11-15T13:13:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROGERS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits