NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION (EIN 361520825) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1937

Legal Domicile

Principal Officer

CARLA BALAKGIE

Phone

5713900149

Tax Period

2024-01-01 to 2024-12-31

NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION, founded in 1937, is a community nonprofit that reported $9.7M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $8.3M left a modest 15% surplus.

Mission

TO PROVIDE ADVOCACY, EDUCATION, AND RESEARCH FOR ITS MEMBERSHIP.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $202,578

Program Service Revenue $8,530,699

Investment Income $547,492

Other Revenue $435,710

TOTAL REVENUE $9,716,479

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,408,030

Fundraising Expenses $0

Other Expenses $4,889,695

TOTAL EXPENSES $8,297,725

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,716,479	$8,363,745	+0.2%
Expenses	$8,297,725	$7,548,603	+0.1%
Net Income	$1,418,754	$815,142	+0.7%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$1,147,064

Total Directors

$15,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LANCE WHORTON	BOARD PAST CHAIR	1.00	Officer Director	$0	$0	$0
TOM STEUBER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
SCOTT HALLORAN	BOARD SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
APRIL CATHCART	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL COFFEY	BOARD DIRECTOR	1.00	Director	$0	$0	$0
NICKY GACOS	BOARD DIRECTOR	1.00	Director	$0	$0	$0
SHERRI HAGER	BOARD DIRECTOR / EXEC COMM	1.00	Director	$0	$0	$0
JOHN HICKEY	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MATT HUBBARD	BOARD DIRECTOR	1.00	Director	$0	$0	$0
RICHARD KENNEDY	DIRECTOR	1.00	Director	$0	$0	$0
HUSEIN KITABWALLA	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK LIEBLER	DIRECTOR	1.00	Director	$0	$0	$0
TOM MCCARTHY	DIRECTOR	1.00	Director	$0	$0	$0
KARALYNN MCDERMOTT	DIRECTOR	1.00	Director	$0	$0	$0
BILL MOXEY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID PEMBERTON	DIRECTOR	1.00	Director	$0	$0	$0
SYLVIA ROWE	DIRECTOR	1.00	Director	$15,000	$0	$15,000
LINDA SALDANA	DIRECTOR	1.00	Director	$0	$0	$0
AMBER STARR	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS THORNTON	DIRECTOR	1.00	Director	$0	$0	$0
RAVI VENKATESAN	DIRECTOR	1.00	Director	$0	$0	$0
BEN BOYD	DIRECTOR (THRU 6/30/2024)	1.00	Director	$0	$0	$0
BYRON BROOKS	DIRECTOR (THRU 6/30/2024)	1.00	Director	$0	$0	$0
MIKE BROWN	DIRECTOR (THRU 6/30/2024)	1.00	Director	$0	$0	$0
JOE HESSLING	DIRECTOR (THRU 6/30/2024)	1.00	Director	$0	$0	$0
MICHAEL SCHWARTZ	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK MORAN	DIRECTOR	1.00	Director	$0	$0	$0
BORIS AMEGADJIE	DIRECTOR (NEW 7/1/2024)	1.00	Director	$0	$0	$0
MIKE HOEFT	DIRECTOR (NEW 7/1/2024)	1.00	Director	$0	$0	$0
PATRICK SHEEHAN	DIRECTOR (NEW 7/1/2024)	1.00	Director	$0	$0	$0
ARTHUR SILLER	DIRECTOR (NEW 7/1/2024)	1.00	Director	$0	$0	$0
CARLA BALAKGIE	CHIEF EXECUTIVE OFFICER	40.00	Officer	$738,470	$61,176	$799,646
ROBERT OWENS	CHIEF FINANCIAL OFFICER	40.00	Officer	$286,458	$60,960	$347,418
KRISTEN KEENAN	VP MEETINGS & EVENTS	40.00	Highest	$180,500	$19,558	$200,058
JENNIFER BULCAO	EXECUTIVE ASSISTANT	12.50	Highest	$155,500	$15,289	$170,789
ISABEL SHOCKET	SR. DIRECTOR MEMBERSHIP	40.00	Highest	$158,333	$16,382	$174,715
MATT BISENIUS	VP GOVERNMENT AFFAIRS	40.00	Highest	$190,615	$12,621	$203,236
BILL MEIERLING	SR. VP GOVERNMENT AFFAIRS	40.00	Highest	$275,000	$17,987	$292,987

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	$9,716,479	$8,297,725	$16,011,515	$1,418,754
2023	$8,363,745	$7,548,603	$14,333,876	$815,142
2022	$7,859,737	$7,240,336	$12,404,149	$619,401
2021	$6,619,737	$5,804,148	$9,038,730	$815,589
2020	$8,136,574	$7,200,395	$9,340,766	$936,179
2019	$8,361,936	$8,225,342	$6,367,718	$136,594
2018	$7,935,071	$7,693,307	$5,767,725	$241,764

NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION