Civic Intelligence

Association of Golf Merchandisers

EIN 86-0648134 • 501(c)3 • Rocklin, CA

Profile

The agm mission is to educate golf retail buyers/merchandisers and golf professional, elevate the golf merchandising profession, and enhance communication between golf buyers and vendor partners.

2351 Sunset Blvd Ste 170Rocklin, CA 95765

n/A

Siviq Scores

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

Liabilities / Assets

84th percentile

0.42x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.19x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

27th percentile

-7.4%

Higher net margin than 27% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

95th percentile

$164,377

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 21.5% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

51st percentile

3.5%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

37%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$350,341

Up $11,729 (+3.5%) from 2023

Liabilities

Up

$148,524

Up $68,764 (+86%) from 2023

Net Assets

Down

$201,817

Down $57,035 (-22%) from 2023

Revenue

Up

$766,198

Up $205,215 (+37%) from 2023

Expenses

Up

$823,233

Up $247,301 (+43%) from 2023

Net Income

Down

-$57,035

Down $42,086 (-282%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $378,153Liabilities 2010: $41,353Net Assets 2010: $336,8002010Assets 2011: $402,428Liabilities 2011: $37,185Net Assets 2011: $365,2432011Assets 2012: $420,166Liabilities 2012: $55,444Net Assets 2012: $364,7222012Assets 2013: $425,130Liabilities 2013: $51,965Net Assets 2013: $373,1652013Assets 2014: $424,365Liabilities 2014: $41,525Net Assets 2014: $382,8402014Assets 2015: $432,882Liabilities 2015: $48,040Net Assets 2015: $384,8422015Assets 2016: $428,003Liabilities 2016: $33,525Net Assets 2016: $394,4782016Assets 2017: $440,334Liabilities 2017: $41,665Net Assets 2017: $398,6692017Assets 2018: $419,405Liabilities 2018: $28,896Net Assets 2018: $390,5092018Assets 2019: $442,739Liabilities 2019: $40,114Net Assets 2019: $402,6252019Assets 2020: $374,788Liabilities 2020: $2,008Net Assets 2020: $372,7802020Assets 2021: $364,208Liabilities 2021: $43,039Net Assets 2021: $321,1692021Assets 2022: $302,930Liabilities 2022: $52,830Net Assets 2022: $250,1002022Assets 2023: $338,612Liabilities 2023: $79,760Net Assets 2023: $258,8522023Assets 2024: $350,341Liabilities 2024: $148,524Net Assets 2024: $201,8172024

Highlighted filing

2024

Assets$350,341
Liabilities$148,524
Net Assets$201,817

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $342,097Expenses 2010: $370,350Net Income 2010: -$28,2532010Revenue 2011: $338,505Expenses 2011: $338,042Net Income 2011: $4632011Revenue 2012: $358,340Expenses 2012: $358,861Net Income 2012: -$5212012Revenue 2013: $417,590Expenses 2013: $409,147Net Income 2013: $8,4432013Revenue 2014: $415,172Expenses 2014: $405,497Net Income 2014: $9,6752014Revenue 2015: $416,019Expenses 2015: $414,017Net Income 2015: $2,0022015Revenue 2016: $418,941Expenses 2016: $409,305Net Income 2016: $9,6362016Revenue 2017: $360,362Expenses 2017: $356,171Net Income 2017: $4,1912017Revenue 2018: $355,942Expenses 2018: $364,102Net Income 2018: -$8,1602018Revenue 2019: $357,682Expenses 2019: $345,566Net Income 2019: $12,1162019Revenue 2020: $309,320Expenses 2020: $339,165Net Income 2020: -$29,8452020Revenue 2021: $254,164Expenses 2021: $305,775Net Income 2021: -$51,6112021Revenue 2022: $364,206Expenses 2022: $435,275Net Income 2022: -$71,0692022Revenue 2023: $560,983Expenses 2023: $575,932Net Income 2023: -$14,9492023Revenue 2024: $766,198Expenses 2024: $823,233Net Income 2024: -$57,0352024

Highlighted filing

2024

Revenue$766,198
Expenses$823,233
Net Income-$57,035

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.50$1.49$2.02$7.66$8.23$0.57
2023Detailed filing. Detailed filing data is available for this year.$3.39$0.80$2.59$5.61$5.76$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.03$0.53$2.50$3.64$4.35$0.71
2021Detailed filing. Detailed filing data is available for this year.$3.64$0.43$3.21$2.54$3.06$0.52
2020Detailed filing. Detailed filing data is available for this year.$3.75$0.02$3.73$3.09$3.39$0.30
2019Detailed filing. Detailed filing data is available for this year.$4.43$0.40$4.03$3.58$3.46$0.12
2018Detailed filing. Detailed filing data is available for this year.$4.19$0.29$3.91$3.56$3.64$0.08
2017Summary only. Only limited summary data is available for this year.$4.40$0.42$3.99$3.60$3.56$0.04
2016Summary only. Only limited summary data is available for this year.$4.28$0.34$3.94$4.19$4.09$0.10
2015Summary only. Only limited summary data is available for this year.$4.33$0.48$3.85$4.16$4.14$0.02
2014Summary only. Only limited summary data is available for this year.$4.24$0.42$3.83$4.15$4.05$0.10
2013Summary only. Only limited summary data is available for this year.$4.25$0.52$3.73$4.18$4.09$0.08
2012Summary only. Only limited summary data is available for this year.$4.20$0.55$3.65$3.58$3.59$0.01
2011Summary only. Only limited summary data is available for this year.$4.02$0.37$3.65$3.39$3.38$0.00
2010Summary only. Only limited summary data is available for this year.$3.78$0.41$3.37$3.42$3.70$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 8, 2025
Return Version
2024v5.2
Gross Receipts
$766,198
Mission and Program Overview

Mission

The AGM mission is to educate golf retail buyers/merchandisers and golf professionals, elevate the golf merchandising profession, and enhance communication between golf buyers and vendor partners.

The agm mission is to educate golf retail buyers/merchandisers and golf professional, elevate the golf merchandising profession, and enhance communication between golf buyers and vendor partners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$263,507$287,125▲ $23,618
Prepaid Expenses and Deferred Charges$19,080$32,889▲ $13,809
Accounts Receivable$23,701--
Intangible Assets$20,000$15,000▼ $5,000
Savings and Temporary Cash Investments$10,974$13,977▲ $3,003
Total Assets$338,612$350,341▲ $11,729
Other Assets Total$1,350$1,350→ $0
Liabilities
Deferred Revenue$62,854$120,895▲ $58,041
Accounts Payable and Accrued Expenses$16,906$27,629▲ $10,723
Total Liabilities$79,760$148,524▲ $68,764
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$258,852$201,817▼ $57,035
Total Net Assets Fund Balance$258,852$201,817▼ $57,035
Total Liabilities and Net Assets / Fund Balance$338,612$350,341▲ $11,729
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer Morton--$103,385$97,513$200,898
Jennifer MortonCEOFT$164,377-$164,377

Board Members and Trustees

NameTitle
Tracy MoffattPast President
Patrick CaseyPresident
Jennifer RoddyVice President
Cathy AmelinkDirector
Cindy DohertyDirector
Debbie ShatzerDirector
Derrick VestDirector
James Schouller IiDirector
Jodi GascoigneDirector
Joshua WillisDirector
Josue ReyesDirector
Kelsey Jo HolstenDirector
Lisa KinseyDirector
Marty HackelDirector
Sean ThompsonDirector
Steve BryantDirector
Alecia LaneSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$75,987
Program Service Revenue
$685,476
Investment Income
$4,735
Other Revenue
$0
All Other Contributions
$45,015
Change in Net Assets
$-57,035
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$473,568
Other Expenses$349,665
Total Fundraising Expense$36,805
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$180,024$65,047$717$245,788
Current Officers, Directors, Trustees, and Key Employees$24,657$123,283$16,438$164,378
Conferences and Meetings$162,611$0$0$162,611
All Other Expenses$61,910$11,520$1,818$75,248
Payroll Taxes$16,346$15,040$1,370$32,756
Other Employee Benefits$14,425$15,109$1,112$30,646
Occupancy$14,531$9,344$2,422$26,297
Information Technology$9,192$4,728$4,665$18,585
Fees for Services Accounting$0$16,494$0$16,494
Travel$14,195$0$0$14,195
Office Expenses$6,508$3,255$1,086$10,849
Advertising$908$0$7,177$8,085
Fees for Services Legal$0$7,970$0$7,970
Depreciation Depletion$0$5,000$0$5,000
Insurance$0$4,331$0$4,331
Total Functional Expenses$505,307$281,121$36,805$823,233
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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
Association of Golf Merchandisers
EIN
86-0648134
Phone
6026048250
Address
2351 SUNSET BLVD STE 170, ROCKLIN, CA 95765

Signing Officer

Name
Jennifer Morton
Title
CEO
Phone
6026048250
Signed
2025-06-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Morton
Formed
1989
Legal Domicile
Az
Voting Board Members
17
Independent Board Members
17
Employees
9
Volunteers
55

Preparer

Firm
Michelle E Phillips Accountancy Corp
Address
4960 ROCKLIN ROAD SUITE 100, ROCKLIN, CA 95677
Preparer
Michelle Phillips
Phone
9167740351
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The board of directors reviews the form 990 prior to submission.

Pt VI, Line 12C

Annual conflict of interest forms are submitted and reviewed.

Pt VI, Line 15A

Compensation is reviewed and compared to similar organizations.

Pt VI, Line 6

The organization has corporate membership.

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IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
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