STRATEGIC ACCOUNT MANAGEMENT ASSOC… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1964

Legal Domicile

Principal Officer

GORDON GALZERANO

Phone

3122513131

Tax Period

2023-01-01 to 2023-12-31

STRATEGIC ACCOUNT MANAGEMENT ASSOCIATION, founded in 1964, is a community nonprofit that reported $3.8M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $3.7M left a modest 3% surplus.

Mission

THE STRATEGIC ACCOUNT MANAGEMENT ASSOCIATION (SAMA) IS A KNOWLEDGE-SHARING ORGANIZATION DEVOTED TO DEVELOPING, PROMOTING AND ADVANCING THE CONCEPT OF CUSTOMER SUPPLIER COLLABORATION THROUGH COMMUNITIES OF PRACTICE.SAMA IS DEDICATED TO THE PROFESSIONAL DEVELOPMENT OF THE INDIVIDUALS AND COMPANIES INVOLVED IN THE PROCESS OF MANAGING NATIONAL, GLOBAL AND STRATEGIC CUSTOMER RELATIONSHIPS, AND ENABLING MEMBERS TO CREATE GREATER CUSTOMER VALUE AND ACHIEVE COMPETITIVE ADVANTAGE ACCORDINGLY.

Program Service Accomplishments

Program 1

THE ANNUAL CONFERENCE, HELD EACH MAY, IS THE ASSOCIATIONS SIGNATURE EVENT, BRINGING TOGETHER SAMAS MEMBERS TO SHARE BEST PRACTICES, LEARN NEW TOOLS AND NETWORK WITH PEERS. APPROXIMATELY 600 ATTENDEES IN 2023 WITH 49 SESSIONS, 3 KEYNOTE SPEAKERS AND CLOSING KEYNOTE SPEAKERS, AND 4 NEXTCHANGE SPEAKERS.

Program 2

MEMBER SERVICES-OFFERS ITS MEMBERS EXTENSIVE ACCESS TO STRATEGIC ACCOUNT MANAGEMENT RELATED KNOWLEDGE AND EXPERIENCE THROUGH A BROAD RANGE OF PRIMARY AND SECONDARY RESOURCES

Program 3

DOMESTIC, EUROPEAN MEETINGS- SAMA PAN-EUROPEAN CONFERENCE- SAMAS PREMIERE NETWORKING AND EDUCATIONAL EVENT IN EUROPE, IT DRAWS APPROXIMATELY 100 SAM PROFESSIONALS, WHO TAKE PART IN 10 SHORT SESSIONS ON A BROAD RANGE OF SAM-RELATED TOPICS. SAMA ACADEMY ARE THE EVENTS WHERE SAMA OFFERS OUR CSAM (CERTIFIED STRATEGIC ACCOUNT MANAGER) AND TRAINING CLASSES. THESE CLASSES LAST EITHER ONE OR TWO DAYS AND ARE DEEP DIVE CLASSES THAT TRAIN AGAINST OUR BEST IN CLASS COMPETENCY MODEL.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $177,000

Program Service Revenue $3,543,284

Investment Income $106,012

Other Revenue $2,010

TOTAL REVENUE $3,828,306

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,358,720

Fundraising Expenses $0

Other Expenses $1,351,920

TOTAL EXPENSES $3,710,640

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,828,306	$4,117,241	-0.1%
Expenses	$3,710,640	$3,540,098	+0.0%
Net Income	$117,666	$577,143	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$315,549

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES FORD	CHAIRMAN	0.30	Officer Director	$0	$0	$0
GEOFF WILLIAMS	TREASURER	0.30	Officer Director	$0	$0	$0
HAJO RAPP	SECRETARY	0.30	Officer Director	$0	$0	$0
RON DAVIS	EVP	0.30	Officer Director	$0	$0	$0
DENISE JULIANO	DIRECTOR	0.30	Director	$0	$0	$0
STEVE ANDERSEN	DIRECTOR	0.30	Director	$0	$0	$0
DINO BERTANI	DIRECTOR	0.30	Director	$0	$0	$0
ANJU BIRDY	DIRECTOR	0.30	Director	$0	$0	$0
NOEL CAPON	DIRECTOR	0.30	Director	$0	$0	$0
ERIC GANTIER	DIRECTOR	0.30	Director	$0	$0	$0
DOMINIQUE COTE	DIRECTOR	0.30	Director	$0	$0	$0
STEPHEN ANDERSON	DIRECTOR	0.30	Director	$0	$0	$0
RENAE LEARY	DIRECTOR	0.30	Director	$0	$0	$0
MIKE MOORMAN	DIRECTOR	0.30	Director	$0	$0	$0
JENNIFER STANLEY	DIRECTOR	0.30	Director	$0	$0	$0
MAX WALKER	DIRECTOR	0.30	Director	$0	$0	$0
MICHAEL AHEARNE	DIRECTOR	0.30	Director	$0	$0	$0
SHAWN PARKER	DIRECTOR	0.30	Director	$0	$0	$0
TOM DERRY	DIRECTOR	0.30	Director	$0	$0	$0
SARA THEIS	DIRECTOR	0.30	Director	$0	$0	$0
GEOFF QUINN	DIRECTOR	0.30	Director	$0	$0	$0
DENISE FREIER	PRESIDENT AND CEO	40.00	Officer	$290,242	$25,307	$315,549
FRAN SCHWARTZ	DIRECTOR OF FINANCE, MEETINGS AND OPERATIONS	40.00	Highest	$158,751	$20,454	$179,205
HARVEY DUNHAM	MANAGING DIRECTOR OF BUSINESS DEVLPMT	40.00	Highest	$131,799	$7,930	$139,729
ELISABETH SOUDER	DIRECTOR OF KNOWLEDGE AND CERTIFICATION	40.00	Highest	$155,077	$16,712	$171,789
CHRISTOPHER JENSEN	DIRECTOR OF CUSTOMER SUCCESS	40.00	Highest	$134,050	$20,928	$154,978
JOEL SCHAAFSMA	RESEARCH MANAGER	40.00	Highest	$118,086	$5,904	$123,990

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$3,828,306	$3,710,640	$3,673,786	$117,666
2022	$4,117,241	$3,540,098	$3,836,369	$577,143
2021	$3,236,078	$2,945,323	$3,748,865	$290,755
2020	$2,871,377	$2,736,001	$2,664,870	$135,376
2019	$4,066,235	$4,059,448	$2,557,991	$6,787
2018	$4,190,636	$4,582,135	$2,194,310	$-391,499

STRATEGIC ACCOUNT MANAGEMENT ASSOCIATION