NATIONAL AUTOMATIC MERCHANDISING F… - 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

1981

Legal Domicile

Principal Officer

CARLA BALAKGIE

Phone

6307100263

Tax Period

2024-01-01 to 2024-12-31

NATIONAL AUTOMATIC MERCHANDISING FOUNDATION, founded in 1981, is a small nonprofit that reported $346K in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $70K, a strong 20% operating margin.

Mission

TO STRENGTHEN AND ADVANCE THE CONVENIENCE SERVICES INDUSTRY THROUGH STRATEGIC SUPPORT OF ADVOCACY, EDUCATION AND RESEARCH INITIATIVES.

Program Service Accomplishments

Program 1

Expenses: $154,938

VOICE: THE NAMA FOUNDATION PROVIDES INFORMATION AND INSIGHTS FOR USE IN EDUCATING THE GENERAL PUBLIC AND GOVERNMENT OFFICIALS, POSITIVELY SHAPING PERCEPTION OF THE INDUSTRY AND ITS INTEREST.EDUCATION AND RESEARCH: THE EDUCATION AND RESEARCH FUNCTION ALLOWS THE FOUNDATION TO BE THE PREMIER KNOWLEDGE SOURCE FOR INDUSTRY MEMBERS.MEETINGS AND EVENTS: THE MEETINGS AND EVENTS FUNCTION ALLOW PARTICIPANTS TO BUILD RELATIONSHIPS WITH INDUSTRY PEERS THROUGH DYNAMIC, GROWTH-ORIENTED AND ESSENTIAL BUSINESS FORUMS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $299,514

Program Service Revenue $0

Investment Income $37,988

Other Revenue $8,590

TOTAL REVENUE $346,092

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $78,036

Program Expenses $154,938

Other Expenses $275,743

TOTAL EXPENSES $275,743

Year-over-Year Comparison

	2024	2023	Change
Revenue	$346,092	$206,586	+0.7%
Expenses	$275,743	$229,113	+0.2%
Net Income	$70,349	$-22,527	-4.1%

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

N/A

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

Key Employees

$170,789

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LANCE WHORTON	CHAIR (STARTED 7/1/24)	1.00	Officer Director	$0	$0	$0
TOM STEUBER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LOUIS BARESH	TRUSTEE	1.00	Director	$0	$0	$0
TOM BAUER	TRUSTEE	1.00	Director	$0	$0	$0
MIKE HOEFT	TRUSTEE	1.00	Director	$0	$0	$0
TOM MCCARTHY	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL MEINECKE	TRUSTEE (THRU 6/30/2024)	1.00	Director	$0	$0	$0
MICHAEL ROSSI	TRUSTEE (THRU 6/30/2024)	1.00	Director	$0	$0	$0
CARLY FURMAN	TRUSTEE	1.00	Director	$0	$0	$0
MARK HOUSEKNECHT	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK MORAN	SECRETARY/TREASURER (EFF. 7/1/2024)	1.00	Director	$0	$0	$0
ASHLEY HUBLER	TRUSTEE (EFF. 7/1/2024)	1.00	Director	$0	$0	$0
TODD KAHN	TRUSTEE (EFF. 7/1/2024)	1.00	Director	$0	$0	$0
JASON RICARD	TRUSTEE (EFF. 7/1/2024)	1.00	Director	$0	$0	$0
KEN SULLIVAN	TRUSTEE (EFF. 7/1/2024)	1.00	Director	$0	$0	$0
CHUCK HOGAN	TRUSTEE (EFF. 7/1/2024)	1.00	Director	$0	$0	$0
JOSH ROSENBERG	TRUSTEE (THRU 6/30/2024)	1.00	Director	$0	$0	$0
CHRIS STAVE	TRUSTEE	1.00	Director	$0	$0	$0
JOE HESSLING	CHAIR (THRU 6/30/2024)	1.00	Officer Director	$0	$0	$0
CARLA BALAKGIE	PRESIDENT & CEO	10.00	Officer	$0	$61,176	$799,646
ROBERT OWENS	CHIEF FINANCIAL OFFICER	10.00	Officer	$0	$60,960	$347,418
JENNIFER BULCAO	EXECUTIVE DIRECTOR	37.50	Key Emp	$0	$15,289	$170,789

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	$346,092	$275,743	$1,239,912	$70,349
2023	$206,586	$229,113	$1,111,748	$-22,527
2022	$256,324	$257,278	$1,126,918	$-954
2021	$126,137	$174,709	$1,223,571	$-48,572
2020	$98,037	$220,147	$1,103,154	$-122,110
2019	$199,031	$317,683	$1,235,924	$-118,652
2018	$150,766	$356,696	$1,384,021	$-205,930

NATIONAL AUTOMATIC MERCHANDISING FOUNDATION