Civic Intelligence

American Marketing Association Houston Chapter

EIN 76-0123025 • 501(c)3 • Houston, TX

Profile

To elevate the houston marketing community and its diverse members through superior educational opportunities, networking, and career resources.

PO Box 27983Houston, TX 77227
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

23rd percentile

-21%

Higher net margin than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

92nd percentile

$42,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 19.7% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

39th percentile

-11%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

37th percentile

-16%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$449,968

Down $25,465 (-5.4%) from 2022

Liabilities

Down

$5,791

Down $8,217 (-59%) from 2022

Net Assets

Down

$444,177

Down $17,248 (-3.7%) from 2022

Operations
Liabilities / Revenue64th percentileNet Margin23rd percentile

Revenue

Up

$275,018

Up $49,375 (+22%) from 2022

Expenses

Up

$292,257

Up $33,017 (+13%) from 2022

Net Income

Up

-$17,239

Up $16,358 (+49%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0-$200KAssets 2010: $372,140Liabilities 2010: $1,498Net Assets 2010: $370,6422010Assets 2011: $394,162Liabilities 2011: $0Net Assets 2011: $394,1622011Assets 2012: $417,494Liabilities 2012: $196Net Assets 2012: $417,2982012Assets 2013: $429,573Liabilities 2013: -$1,670Net Assets 2013: $431,2432013Assets 2014: $428,808Liabilities 2014: $0Net Assets 2014: $428,8082014Assets 2015: $460,842Liabilities 2015: $0Net Assets 2015: $460,8422015Assets 2016: $498,401Liabilities 2016: $456Net Assets 2016: $497,9452016Assets 2017: $544,219Liabilities 2017: $2,896Net Assets 2017: $541,3232017Assets 2018: $567,480Liabilities 2018: $223Net Assets 2018: $567,2572018Assets 2019: $594,742Liabilities 2019: $10,506Net Assets 2019: $584,2362019Assets 2020: $538,056Liabilities 2020: $3,446Net Assets 2020: $534,6102020Assets 2021: $510,756Liabilities 2021: $4,646Net Assets 2021: $506,1102021Assets 2022: $475,433Liabilities 2022: $14,008Net Assets 2022: $461,4252022Assets 2023: $449,968Liabilities 2023: $5,791Net Assets 2023: $444,1772023

Highlighted filing

2023

Assets$449,968
Liabilities$5,791
Net Assets$444,177
Open 2023 Filing

Operations Trend

Revenue Growth37th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $272,372Expenses 2010: $254,550Net Income 2010: $17,8222010Expenses 2011: $152,9142011Expenses 2012: $158,3212012Expenses 2013: $162,8312013Revenue 2014: $191,286Expenses 2014: $195,355Net Income 2014: -$4,0692014Revenue 2015: $273,961Expenses 2015: $244,537Net Income 2015: $29,4242015Revenue 2016: $305,245Expenses 2016: $268,332Net Income 2016: $36,9132016Revenue 2017: $322,470Expenses 2017: $280,377Net Income 2017: $42,0932017Revenue 2018: $270,144Expenses 2018: $249,277Net Income 2018: $20,8672018Revenue 2019: $256,134Expenses 2019: $243,450Net Income 2019: $12,6842019Revenue 2020: $168,639Expenses 2020: $213,862Net Income 2020: -$45,2232020Revenue 2021: $73,191Expenses 2021: $113,222Net Income 2021: -$40,0312021Revenue 2022: $225,643Expenses 2022: $259,240Net Income 2022: -$33,5972022Revenue 2023: $275,018Expenses 2023: $292,257Net Income 2023: -$17,2392023

Highlighted filing

2023

Revenue$275,018
Expenses$292,257
Net Income-$17,239
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$449,968
Liabilities
$5,791
Net assets
$444,177
Revenue
$275,018
Expenses
$292,257
Net income
-$17,239
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.50$0.06$4.44$2.75$2.92$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.75$0.14$4.61$2.26$2.59$0.34
2021Summary only. Only limited summary data is available for this year.$5.11$0.05$5.06$0.73$1.13$0.40
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$0.03$5.35$1.69$2.14$0.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.95$0.11$5.84$2.56$2.43$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.67$0.00$5.67$2.70$2.49$0.21
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.44$0.03$5.41$3.22$2.80$0.42
2016Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$3.05$2.68$0.37
2015Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$2.74$2.45$0.29
2014Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$1.91$1.95$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.30$0.02$4.31$1.63
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.17$0.00$4.17$1.58
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.94$0.00$3.94$1.53
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$0.01$3.71$2.72$2.55$0.18
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jun 15, 2021
Return Version
2019v5.1
Gross Receipts
$168,639
Mission and Program Overview

Mission

To be the marketing connection. Ama houston is a supportive community of volunteers that connect houston marketers to the people, resources, and tools they need to succeed.

To elevate the houston marketing community and its diverse members through superior educational opportunities, networking, and career resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$584,236$534,610▼ $49,626
Investments in Publicly Traded Securities$304,802$355,844▲ $51,042
Savings and Temporary Cash Investments$289,940$182,212▼ $107,728
Total Assets$594,742$538,056▼ $56,686
Liabilities
Accounts Payable and Accrued Expenses$10,506$3,446▼ $7,060
Total Liabilities$10,506$3,446▼ $7,060
Net Assets / Fund Balance
Total Net Assets Fund Balance$584,236$534,610▼ $49,626
Total Liabilities and Net Assets / Fund Balance$594,742$538,056▼ $56,686
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gary CarsonExecutive DirectorPT$42,000$42,000
Robert MelvinVP Job Forward N Job Referral-$6,825$6,825

Board Members and Trustees

NameTitle
Gloria FarrellChair Database CRM Mgmt
Lucas LombardiChair Marketing Analytics
Carrie WardChair Pr Media Relations
Marisa RinnanChair Social Media
David SaxeCo Chair Academy
Frank SendraCo Chair Academy
Jahmal ClemonsCo Chair Academy
Kelly DixonCo Chair Ama Houston Gives Ba
Sarah GrimmerCo Chair Ama Houston Gives Ba
Robin ToomsCo Chair CMO I
Jordan Lewis SmithCo Chair Crystal Awards
Sarah SalimiCo Chair Marketing Edge
David SolisCo Chair Outlying Events Wood
Heather SuttleCo Chair Outlying Events Wood
Dominique ShuCo-chair CMO I
April LundyCo-chair Marketing Edge
Stephen Brent MayImmediate Past President
Erika WatersPresident
Emily RhodesPresident Elect
Rabia HiraniCo Director Registration
Sebastian QuilicoCo Director Registration
Christine MathersDirector CMO Forums
Edgardo De La GarzaDirector Hospitality Members
Andy BowdenDirector Job Forward Member a
Rebecca SilvaDirector Job Forward Member S
Hami ArringtonDirector Luncheon Presentatio
Heather SasserDirector Luncheon Services
Stephanie QuirozDirector Membership Acquisiti
Shanthi SubramanianDirector Program Marketing
Aleece HobsonDirector Special Events Mktg
Rinki MukherjeeDirector Tbd
Jill MantyDirector Web Development
Stacey Eddington MooreSecretary
Kristy BellVP Charitable Giving
Vlad VidaeffVP Communications
Bj GerjesVP Corp Institution Engmnt
Ken PennyVP Membership
Dori AlboraVP Programming
Revenue and Support

Revenue Composition

Contributions and Grants
$75,524
Program Service Revenue
$91,911
Investment Income
$1,204
Other Revenue
$0
All Other Contributions
$30,509
Change in Net Assets
$-45,223
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$147,237
Salaries, Compensation, and Employee Benefits$46,225
Grants and Similar Amounts Paid$20,400
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$80,042$22,614-$102,656
Current Officers, Directors, Trustees, and Key Employees$29,425$16,800-$46,225
Grants to Domestic Orgs$20,400--$20,400
Information Technology$360$15,255-$15,615
Office Expenses$426$8,627-$9,053
Travel$8,021--$8,021
Other Expenses-$6,275-$6,275
Fees for Services Accounting$615$2,920-$3,535
Occupancy-$1,092-$1,092
Fees for Services Other$990--$990
Total Functional Expenses$140,279$73,583$0$213,862
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Marketing Assoc FoundChicago, IL501c3Education$5,000
Camila Sandoval Uh ScholarshipsHouston, TX501c3Scholarship for Mkt Student$3,000
Christ ClinicKaty, TX501c3Support Marketing to Reach Donors$3,000
Rebuilding Together HoustonHouston, TX501c3Support Marketing to Reach Donors$2,500
Summerhouse HoustonHouston, TX501c3Support Marketing to Reach Donors$2,500
Gods GarageConroe, TX501c3Support Marketing to Reach Donors$2,400
Freedom Church AllianceHouston, TX501c3Support Marketing to Reach Donors$2,000
BridgeyearHouston, TX501c3Support Marketing to Reach Donors-
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
Lobbying activity
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
No
Management duties delegated
Yes

Governance Explanations

Management duties delegation Part VI line 3

“Executive director is a management consultant through equamark, inc.”

Committee meeting documentation Part VI line 8B

“Committee meetings discuss and carry out their portions of the chapter plan and budget. These committees do not have authority to act on anything not in the plan or budget without board approval. These committees do not keep minutes.”

Form 990 governing body review Part VI line 11

“The board members received a copy of the return before filed.”

Conflict of interest policy compliance Part VI line 12C

“Ama houston has a written conflict of interest policy and whistleblower policy in compliance with the national ama policy.”

Governing documents etc available to public Part VI line 19

“Governing documents are available at the chapter office on request.”

Filing and Contact Details

Filer

Filer Name
American Marketing Association Houston Chapter
EIN
76-0123025
Address
PO BOX 27983, HOUSTON, TX 77227
Doing Business As
American Marketing Association

Signing Officer

Name
Gary Carson
Title
Executive Direc
Phone
7134173451
Signed
2021-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Carson
Formed
1984
Legal Domicile
TX
Voting Board Members
40
Independent Board Members
38
Employees
0

Preparer

Firm
Coleman Tax Service LLC
Address
PO Box 18013, Houston, TX 77206-8013
Preparer
Teresa Coleman EA
Phone
8324085504
Raw XML AppendixShowing 400 of 744 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/TitleTxt0IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR DATABASE CRM MGMT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR MEMBERSHIP ACQUISITI
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR HOSPITALITY MEMBERS
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR LUNCHEON PRESENTATIO
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR LUNCHEON SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt6CO CHAIR CRYSTAL AWARDS
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR PROGRAM MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt8CO DIRECTOR REGISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt9CO DIRECTOR REGISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR TBD
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR SPECIAL EVENTS MKTG
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR WEB DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13CO CHAIR AMA HOUSTON GIVES BA
IRS990/Form990PartVIISectionAGrp/TitleTxt14CO CHAIR AMA HOUSTON GIVES BA
IRS990/Form990PartVIISectionAGrp/TitleTxt15CO-CHAIR CMO I
IRS990/Form990PartVIISectionAGrp/TitleTxt16CO CHAIR CMO I
IRS990/Form990PartVIISectionAGrp/TitleTxt17CO-CHAIR MARKETING EDGE
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHAIR SOCIAL MEDIA
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR CMO FORUMS
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR JOB FORWARD MEMBER S
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR JOB FORWARD MEMBER A
IRS990/Form990PartVIISectionAGrp/TitleTxt22CO CHAIR OUTLYING EVENTS WOOD
IRS990/Form990PartVIISectionAGrp/TitleTxt23CO CHAIR OUTLYING EVENTS WOOD
IRS990/Form990PartVIISectionAGrp/TitleTxt24CHAIR MARKETING ANALYTICS
IRS990/Form990PartVIISectionAGrp/TitleTxt25CO CHAIR ACADEMY
IRS990/Form990PartVIISectionAGrp/TitleTxt26CO CHAIR ACADEMY
IRS990/Form990PartVIISectionAGrp/TitleTxt27CO CHAIR ACADEMY
IRS990/Form990PartVIISectionAGrp/TitleTxt28CHAIR PR MEDIA RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt29CO CHAIR MARKETING EDGE
IRS990/Form990PartVIISectionAGrp/TitleTxt30EXECUTIVE DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt31PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt32PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt33SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt34VP COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt35VP MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt36VP JOB FORWARD N JOB REFERRAL
IRS990/Form990PartVIISectionAGrp/TitleTxt37VP CORP INSTITUTION ENGMNT
IRS990/Form990PartVIISectionAGrp/TitleTxt38VP PROGRAMMING
IRS990/Form990PartVIISectionAGrp/TitleTxt39VP CHARITABLE GIVING
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IRS990/FormationYr01984

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