2024-11-12T13:43:58-06:00 2023-12-31 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2023-01-01 930109215 NACM NORTHWEST CO NACM 5032570802 7931 NE HALSEY 103 PORTLAND OR 972136761 JENNIFER WALSH CEO 5093262551 2024-11-05 1 1 ROBERT M PRILL P00236613 5032205900 2023 2024-10-15 13:58:12Z NACM COMMERCIAL SERVICES JENNIFER WALSH 7931 NE HALSEY 103 PORTLAND OR 972136761 2324133 0 X WWW.NACMCOMMERCIALSERVICES.ORG X 1896 OR PROVIDE TO SUBSCRIBING MEMBERS TRADITIONAL TRADE ASSOCIATION SERVICES (SEE SCHEDULE O) INCLUDING TRAINING, EDUCATION, AND PUBLICATIONS, AND PRODUCTS AND SERVICES FOR USE BY FINANCIAL AND CREDIT EXECUTIVES, INCLUDING CREDIT REPORTS, INDUSTRY GROUP SERVICES, AND COLLECTION SERVICES. 11 11 0 11 0 0 0 0 601025 567032 65928 966214 129453 245552 796406 1778798 0 0 0 0 0 0 0 0 0 589670 576847 589670 576847 206736 1201951 4222760 5563089 172035 169432 4050725 5393657 X WE ARE RESPONSIBLE TO OUR CUSTOMERS AND OTHERS WHO USE OUR PRODUCTS AND SERVICES. IN MEETING THEIR NEEDS WE PROVIDE EXCEPTIONAL CUSTOMER SERVICE. WE OPERATE WITH THE HIGHEST ETHICAL, MORAL, AND LEGAL STANDARDS.WE ARE RESPONSIBLE TO OUR EMPLOYEES. WE RESPECT THE DIGNITY AND RECOGNIZE THE MERIT OF EACH INDIVIDUAL. WE ENCOURAGE PERSONAL RESPONSIBILITY, INDEPENDENT THOUGHT, AND SUGGESTIONS FOR IMPROVEMENT. WE PRACTICE EQUAL OPPORTUNITY FOR EMPLOYMENT, CONTINUING EDUCATION AND DEVELOPMENT, AND ADVANCEMENT FOR THOSE QUALIFIED.WE ARE RESPONSIBLE AND COMMITTED TO THE COMMUNITY AND ENVIRONMENT. WE IDENTIFY WORTHY OPPORTUNITIES AND PARTICIPATE AS A GROUP. OUR CONDUCT IN THE COMMUNITY HELPS ESTABLISH OUR REPUTATION AS SOCIALLY RESPONSIBLE AND RESPONSIVE.WE ARE RESPONSIBLE FOR RECOGNIZING OPPORTUNITIES TO DEVELOP AND ENHANCE THE FUTURE OF NACM OREGON. 0 0 PROVIDED CREDIT INFORMATION, EDUCATIONAL SEMINARS AND OTHER PROFESSIONAL DEVELOPMENT RESOURCES TO ASSOCIATION MEMBERS. 0 0 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JENNIFER WALSH 5093262551 7931 NE HALSEY 103 PORTLAND OR 972136761 EVE SAHNOW CHAIR 1.00 X X 0 0 0 DAVID NEWMAN VICE-CHAIR 1.00 X X 0 0 0 MARK TEETER PAST CHAIR 1.00 X 0 0 0 GEORGE DEMAKIS DIRECTOR 1.00 X 0 0 0 KIM KEIERLEBER DIRECTOR 1.00 X 0 0 0 MELISSA KOBUS DIRECTOR 1.00 X 0 0 0 NICHOLAS LUZANIA DIRECTOR 1.00 X 0 0 0 TAWNYA MARSH DIRECTOR 1.00 X 0 0 0 FRANK PAGLIARINI DIRECTOR 1.00 X 0 0 0 BRIAN RINDELS DIRECTOR 1.00 X 0 0 0 DON FRIGAARD SECRETARY/TREASURER 1.00 X 0 0 0 JENNIFER WALSH CEO 10.00 X 0 242563 31125 0 242563 31125 0 0 1 0 0 MEMBERSHIP DUES 624100 489403 489403 EDUCATION AND EVENT FEES 611710 77629 77629 567032 966214 966214 37242 37242 753645 545335 208310 208310 208310 1778798 567032 0 1211766 12178 4998 3122 58057 90776 ALLOCATED OVERHEAD EXPE 291612 EDUCATION MATERIALS 65809 ACTIVITY COSTS 26479 BANK CHARGES 12677 11139 576847 13648 28027 974909 748723 47670 80007 66413 4275294 3356668 1040667 918626 3117767 1355974 1355974 8832 28612 4222760 5563089 37968 28529 94766 100196 39301 40707 172035 169432 X 4050725 5393657 4050725 5393657 4222760 5563089 1201951 140981 0 X X 1 X 0 1 0 0 0 0 489403 6000 6000 6000 300000 300000 2941191 2478662 462529 1031854 878006 153848 2249 2249 918626 1355974 C 1355974 TENANT DEPOSITS 40707 40707 X X 0 1 0 JENNIFER WALSH CEO 0 242563 0 0 0 0 0 21888 0 9237 0 273688 0 0 PART I, LINE 4B JENNIFER WALSH - EMPLOYER CONTRIBUTION TO SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN - $14,592. FORM 990, PART VI, SECTION A, LINE 6 AS A 501 (C)(6) MEMBER BENEFIT ORGANIZATION, A TRADE ASSOCIATION, THE ORGANIZATION HAS MEMBERS. THERE ARE TWO CLASSES OF MEMBERS. ONE CLASS CAN ELECT MEMBERS OF THE GOVERNING BODY AND VOTE ON CHANGES TO THE ARTICLES OF ORGANIZATION. THE SECOND CLASS IS NON-VOTING. FORM 990, PART VI, SECTION A, LINE 7A AS A 501 (C)(6) MEMBER BENEFIT ORGANIZATION, A TRADE ASSOCIATION, THE ORGANIZATION HAS A CLASS OF MEMBERS WHO MAY ELECT MEMBERS OF THE GOVERNING BODY. THIS CLASS IS COMPRISED OF 98% OF THE MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B ANY AMENDMENT OF THE ARTICLES OF INCORPORATION WOULD REQUIRE APPROVAL OF THE CLASS OF VOTING MEMBERS. ELECTION OF THE GOVERNING BODY IS ALSO APPROVED BY THE VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B WE PROVIDE COPIES TO ALL DIRECTORS. THE BOARD DISCUSSES AND APPROVES THE RETURN AT THE NEXT REGULAR MEETING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR IS REQUIRED TO COMPLETE ANNUALLY A CONFLICT OF INTEREST QUESTIONNAIRE. A SUMMARY OF THE FILINGS IS REVIEWED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE CEO AND PRESIDENT IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE, USING COMPARATIVE DATA FROM INDEPENDENT SALARY SURVEYS. SALARIES FOR OTHER KEY EMPLOYEES ARE DETERMINED BY THE CEO AND PRESIDENT OF THE COMPANY, BY REFERENCE TO COMPARATIVE DATA FROM INDEPENDENT SALARY SURVEYS. THE SALARIES ARE APPROVED BY THE BOARD OF DIRECTORS AS PART OF THE BUDGET APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B JENNIFER WALSH WORKS AN AVERAGE OF 40 HOURS PER WEEK DEVOTED TO NACM NORTHWEST SERVICE CO., A RELATED ORGANIZATION. NACM NORTHWEST SERVICE CO 7931 NE HALSEY ST SUITE 200 PORTLAND OR 97213 911751117 CREDIT SERVICES OR NACM NORTHWEST CO C 175174 3325434 1.00000 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 1 1 NACM NORTHWEST SERVICE CO A 95640 FMV NACM NORTHWEST SERVICE CO O 219244 FMV NACM NORTHWEST SERVICE CO F 904040 FMV