Civic Intelligence

National Management Assoc 525

990EZ • Fiscal year 2016 • EIN 95-6092207

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 19, 2016

Organization ProfileN/A
1011 Lockheed WayPalmdale, CA 93599

(661) 572-2709

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

57th percentile

5.2%

Higher net margin than 57% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

58th percentile

6.3%

Faster asset growth than 58% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

29th percentile

-8.8%

Faster revenue growth than 29% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$138,396

Flat from 2016

Net Assets

$138,396

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin57th percentile

Revenue

Flat

$158,802

Flat from 2016

Expenses

Flat

$150,561

Flat from 2016

Net Income

Flat

$8,241

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$300K$200K$100K$0Assets 2012: $99,829Liabilities 2012: $02012Assets 2013: $110,950Liabilities 2013: $02013Assets 2014: $134,094Net Assets 2014: $134,0942014Assets 2015: $130,155Net Assets 2015: $130,1552015Assets 2016: $138,396Net Assets 2016: $138,3962016Assets 2016: $138,396Liabilities 2016: $02016Assets 2017: $124,437Net Assets 2017: $124,4372017Assets 2018: $120,101Net Assets 2018: $120,1012018Assets 2019: $138,671Net Assets 2019: $138,6712019Assets 2020: $221,429Liabilities 2020: $02020Assets 2021: $208,982Net Assets 2021: $208,9822021Assets 2022: $175,190Net Assets 2022: $175,1902022Assets 2023: $122,472Liabilities 2023: $02023Assets 2024: $54,384Net Assets 2024: $54,3842024

Highlighted filing

2016

Assets$138,396
Liabilities-
Net Assets$138,396
Open 2016 Filing

Operations Trend

Revenue Growth29th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $172,757Expenses 2012: $176,168Net Income 2012: -$3,4112012Revenue 2013: $188,543Expenses 2013: $177,522Net Income 2013: $11,0212013Revenue 2014: $196,478Expenses 2014: $173,334Net Income 2014: $23,1442014Revenue 2015: $174,139Expenses 2015: $178,078Net Income 2015: -$3,9392015Revenue 2016: $158,802Expenses 2016: $150,561Net Income 2016: $8,2412016Revenue 2016: $158,802Expenses 2016: $150,561Net Income 2016: $8,2412016Revenue 2017: $140,259Expenses 2017: $152,218Net Income 2017: -$11,9592017Revenue 2018: $199,040Expenses 2018: $203,376Net Income 2018: -$4,3362018Revenue 2019: $120,678Expenses 2019: $115,493Net Income 2019: $5,1852019Revenue 2020: $199,655Expenses 2020: $116,897Net Income 2020: $82,7582020Revenue 2021: $87,364Expenses 2021: $99,811Net Income 2021: -$12,4472021Revenue 2022: $129,749Expenses 2022: $163,541Net Income 2022: -$33,7922022Revenue 2023: $148,089Expenses 2023: $200,807Net Income 2023: -$52,7182023Revenue 2024: $133,788Expenses 2024: $201,876Net Income 2024: -$68,0882024

Highlighted filing

2016

Revenue$158,802
Expenses$150,561
Net Income$8,241
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 19, 2016
Return Version
2015v2.1
Gross Receipts
$158,802
Mission and Program Overview

Mission

Assist members with professional development both as individuals and as members of lockheed martin managment

Program Services

DescriptionGrantsExpenses
NONE--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENT BURNSPast ChairPT$0--
SHELLY MENKEChairmanPT$0--
MIKE BELZILPresidentPT$0--
NATALIE SHAWExec VPPT$0--
BRAD JOHNSONExec SecyPT$0--
STEVE MENKENma DirectorPT$0--
RHONDA PURDLEControllerPT$0--
DAVID PETERSVP ProgramsPT$0--
FRANCES BANGURAVP FinancesPT$0--
JOANNE GHIKA-BUDESTIVP MembershipPT$0--
DOTTI MEYERVP CommPT$0--
RON NORRISVP Prof DevPT$0--
JOE SILVAVo CommunityPT$0--
Filing and Contact Details

Filer

Filer Name
National Management Assoc 525
EIN
95-6092207
Phone
6615722709
Address
1011 LOCKHEED WAY, PALMDALE, CA 93599

Signing Officer

Name
Margie Larrbie
Title
VP
Phone
6615722709
Signed
2016-07-19
Discuss with paid preparer
Yes

Preparer

Firm
Foothill Business Services
Address
1840 West Avenue N-8, Palmdale, CA 93551
Preparer
Brett J Porter
Phone
6612742455
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“MONTHLY PROGRAMS 46200.”

Form 990EZ, Part I, Line 16

“Professional development programs costs 4305.”

Form 990EZ, Part I, Line 16

“Community services 21885.”

Form 990EZ, Part I, Line 16

“MEMBERSHIP SERVICES 902.”

Form 990EZ, Part I, Line 16

“NMA DUES 30693.”

Form 990EZ, Part I, Line 16

“President/chairman 10733.”

Form 990EZ, Part I, Line 16

“EXEC SECY 215.”

Form 990EZ, Part I, Line 16

“Special program expenses 7269.”

Form 990EZ, Part I, Line 16

“OFFICE SERVICES 28339.”

Form 990EZ, Part I, Line 16

“OTHER 20.”

Form 990EZ, Part II, Line 24

“Prepaid expenses & deferred charges 2000.”

Raw XML Appendix159 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LOCKHEED MARTIN LEADERSHIP
IRS990EZ/BooksInCareOfDetail/PhoneNum06615722709
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01011 LOCKHEED WAY 12
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALMDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093599
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0128155
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0136396
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0158802
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08241
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0130155
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0138396
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0158802
IRS990EZ/GroupExemptionNum00792
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0130155
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0138396
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0130155
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0138396
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt620.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt810.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt910.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KENT BURNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHELLY MENKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIKE BELZIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NATALIE SHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRAD JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEVE MENKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RHONDA PURDLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVID PETERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8FRANCES BANGURA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JOANNE GHIKA-BUDESTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DOTTI MEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11RON NORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12JOE SILVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXEC VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXEC SECY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5NMA DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CONTROLLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP FINANCES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP COMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP PROF DEV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12VO COMMUNITY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02000
IRS990EZ/OtherExpensesTotalAmt0150561
IRS990EZ/PrimaryExemptPurposeTxt0ASSIST MEMBERS WITH PROFESSIONAL DEVELOPMENT BOTH AS INDIVIDUALS AND AS MEMBERS OF LOCKHEED MARTIN MANAGMENT
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0150561
IRS990EZ/TotalRevenueAmt0158802
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MONTHLY PROGRAMS 46200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROFESSIONAL DEVELOPMENT PROGRAMS COSTS 4305.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMUNITY SERVICES 21885.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP SERVICES 902.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NMA DUES 30693.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRESIDENT/CHAIRMAN 10733.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EXEC SECY 215.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SPECIAL PROGRAM EXPENSES 7269.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OFFICE SERVICES 28339.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OTHER 20.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PREPAID EXPENSES & DEFERRED CHARGES 2000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGIE LARRBIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP
ReturnHeader/BusinessOfficerGrp/PhoneNum06615722709
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL MANAGEMENT ASSOC 525
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0956092207
ReturnHeader/Filer/PhoneNum06615722709
ReturnHeader/Filer/USAddress/AddressLine1Txt01011 LOCKHEED WAY
ReturnHeader/Filer/USAddress/CityNm0PALMDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOOTHILL BUSINESS SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01840 West Avenue N-8
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palmdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093551
ReturnHeader/PreparerPersonGrp/PhoneNum06612742455
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRETT J PORTER
ReturnHeader/ReturnTs02016-07-19T16:16:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$138,396
Liabilities
-
Net assets
$138,396
Revenue
$158,802
Expenses
$150,561
Net income
$8,241
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.54$0.54$1.34$2.02$0.68
2023Summary only. Only limited summary data is available for this year.$1.22$0.00$1.48$2.01$0.53
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$1.75$1.30$1.64$0.34
2021Detailed filing. Detailed filing data is available for this year.$2.09$2.09$0.87$1.00$0.12
2020Summary only. Only limited summary data is available for this year.$2.21$0.00$2.00$1.17$0.83
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$1.39$1.21$1.15$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$1.20$1.99$2.03$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$1.24$1.40$1.52$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.38$1.38$1.59$1.51$0.08
2016Summary only. Only limited summary data is available for this year.$1.38$0.00$1.59$1.51$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.30$1.30$1.74$1.78$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.34$1.34$1.96$1.73$0.23
2013Summary only. Only limited summary data is available for this year.$1.11$0.00$1.89$1.78$0.11
2012Summary only. Only limited summary data is available for this year.$1.00$0.00$1.73$1.76$0.03