2025-09-04T13:43:30-05:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 361520825 NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION NATI 5713900149 1777 NORTH KENT STREET 1010 ARLINGTON VA 22209 ROBERT G OWENS CFO & SVP, FINANCE & ADMIN 5713900149 2025-09-04 1 1 ERIN CRANMER P01712644 2023319880 2025-09-04 2024 2025-03-06 01:10:19Z NAMA CARLA BALAKGIE 1777 NORTH KENT STREET 1010 ARLINGTON VA 22209 10173933 0 X WWW.NAMANOW.ORG X 1937 IL TO PROVIDE ADVOCACY, EDUCATION, AND RESEARCH FOR ITS MEMBERSHIP. 27 27 22 30 0 0 48550 202578 7927234 8530699 156491 547492 231470 435710 8363745 9716479 0 0 0 0 3122954 3408030 0 0 0 4425649 4889695 7548603 8297725 815142 1418754 14333876 16011515 9698151 9781318 4635725 6230197 TO PROVIDE ADVOCACY, EDUCATION, AND RESEARCH FOR ITS MEMBERSHIP. 0 0 MEETINGS: THE NAMA SHOW AND COFFEE, TEA AND WATER SHOW PROVIDE THE OPPORTUNITY FOR MEMBERS TO BUILD RELATIONSHIPS WITH INDUSTRY PEERS. GOVERNMENT AFFAIRS: UNIVERSALLY RECOGNIZED BY MEMBERS AS AN INFLUENTIAL ADVOCATE OF THE CONVENIENCE SERVICES INDUSTRY ON THE FEDERAL AND STATE LEVELS. OTHER PROGRAMS: SERVICES FOR ENHANCING MEMBERS' PROFITABILITY AND OPERATIONAL EFFICIENCIES. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 0 0 1 22 1 1 1 0 0 0 1 1 0 0 0 X 27 27 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 VA IL X ROBERT G OWENS CPA 5713075003 1777 N KENT ST SUITE 1010 ARLINGTON VA 22209 LANCE WHORTON BOARD PAST CHAIR 1.00 1.00 X X 0 0 0 TOM STEUBER BOARD CHAIR 1.00 1.00 X X 0 0 0 SCOTT HALLORAN BOARD SECRETARY/TREASURER 1.00 X X 0 0 0 APRIL CATHCART BOARD DIRECTOR 1.00 X 0 0 0 MICHAEL COFFEY BOARD DIRECTOR 1.00 X 0 0 0 NICKY GACOS BOARD DIRECTOR 1.00 X 0 0 0 SHERRI HAGER BOARD DIRECTOR / EXEC COMM 1.00 X 0 0 0 JOHN HICKEY BOARD DIRECTOR 1.00 X 0 0 0 MATT HUBBARD BOARD DIRECTOR 1.00 X 0 0 0 RICHARD KENNEDY DIRECTOR 1.00 X 0 0 0 HUSEIN KITABWALLA DIRECTOR 1.00 X 0 0 0 PATRICK LIEBLER DIRECTOR 1.00 X 0 0 0 TOM MCCARTHY DIRECTOR 1.00 1.00 X 0 0 0 KARALYNN MCDERMOTT DIRECTOR 1.00 X 0 0 0 BILL MOXEY DIRECTOR 1.00 X 0 0 0 DAVID PEMBERTON DIRECTOR 1.00 X 0 0 0 SYLVIA ROWE DIRECTOR 1.00 X 15000 0 0 LINDA SALDANA DIRECTOR 1.00 X 0 0 0 AMBER STARR DIRECTOR 1.00 X 0 0 0 DENNIS THORNTON DIRECTOR 1.00 X 0 0 0 RAVI VENKATESAN DIRECTOR 1.00 X 0 0 0 BEN BOYD DIRECTOR (THRU 6/30/2024) 1.00 X 0 0 0 BYRON BROOKS DIRECTOR (THRU 6/30/2024) 1.00 X 0 0 0 MIKE BROWN DIRECTOR (THRU 6/30/2024) 1.00 X 0 0 0 JOE HESSLING DIRECTOR (THRU 6/30/2024) 1.00 1.00 X 0 0 0 MICHAEL SCHWARTZ DIRECTOR 1.00 X 0 0 0 PATRICK MORAN DIRECTOR 1.00 1.00 X 0 0 0 BORIS AMEGADJIE DIRECTOR (NEW 7/1/2024) 1.00 X 0 0 0 MIKE HOEFT DIRECTOR (NEW 7/1/2024) 1.00 1.00 X 0 0 0 PATRICK SHEEHAN DIRECTOR (NEW 7/1/2024) 1.00 X 0 0 0 ARTHUR SILLER DIRECTOR (NEW 7/1/2024) 1.00 X 0 0 0 CARLA BALAKGIE CHIEF EXECUTIVE OFFICER 40.00 10.00 X 738470 0 61176 ROBERT OWENS CHIEF FINANCIAL OFFICER 40.00 10.00 X 286458 0 60960 KRISTEN KEENAN VP MEETINGS & EVENTS 40.00 X 180500 0 19558 JENNIFER BULCAO EXECUTIVE ASSISTANT 12.50 37.50 X 155500 0 15289 ISABEL SHOCKET SR. DIRECTOR MEMBERSHIP 40.00 X 158333 0 16382 MATT BISENIUS VP GOVERNMENT AFFAIRS 40.00 X 190615 0 12621 BILL MEIERLING SR. VP GOVERNMENT AFFAIRS 40.00 X 275000 0 17987 1999876 0 203973 10 0 1 0 TRADESHOW LOGIC 1720 MARS HILL RD SUITE 8-100 ACWORTH GA 30101 TRADESHOW MARKETING & SALES 816529 PROJECTION PRESENTATION TECHNOLOGY PO BOX 890472 CHARLOTTE NC 282890472 TRADESHOW PRODUCTION SERVICE 322106 GLOBAL EXPERIENCE SPECIALISTS PO BOX 96174 CHICAGO IL 60693 TRADESHOW FULFILLMENT - EXPERIENCE 253472 CONAWAY GRAVES GROUP LLC 700 PENNSYLVANIA AVE SE 2ND FLOO WASHINGTON DC 20003 GOVERNMENT AFFAIRS SUPPORT 180000 4 202578 33421 202578 CONVENTIONS & EXPOSITI 900099 6003744 6003744 MEMBERSHIP DUES 900099 2337789 2337789 MACHINE EVALUATION REV 900099 97435 97435 ANNUAL MARKETING PROGR 900099 54731 54731 MANAGEMENT FEES 900099 37000 37000 8530699 293976 293976 151907 151907 710970 457454 253516 253516 253516 AMORTIZATION OF DISCOU 900099 35207 35207 248596 189899 58697 283803 9716479 8755805 0 758096 X 1135381 1939781 105941 69787 157140 78420 20000 32795 1566630 240854 233220 328849 175667 1490177 129042 63508 STATE ADVOCACY 157315 DUES AND SUBSCRIPTIONS 142336 BAD DEBT EXPENSE 107818 123064 8297725 787442 713370 3802768 3794195 455467 390316 1501471 1195871 529303 333363 1317573 712023 681133 605550 3629704 5936888 2946588 3041962 14333876 16011515 632559 776960 4637976 4704491 600417 512467 3827199 3787400 9698151 9781318 X 4208664 5831844 427061 398353 4635725 6230197 14333876 16011515 1418754 175718 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1 2337789 210401 447267 657668 657668 848143 371878 476265 469430 340145 129285 605550 DEFERRED COMPENSATION PLANS 1282067 DEPOSITS 31497 DUE FROM NAMA FOUNDATION 65172 OPERATING RIGHT-OF-USE ASSET 1663226 3041962 DEFERRED COMPENSATION LIABILITY 1282067 DEPOSITS 37500 OPERATING LEASE LAIBILITY 2467833 3787400 X 1 1 X X 0 1 0 CARLA BALAKGIE CHIEF EXECUTIVE OFFICER 519045 0 219425 0 0 0 47153 0 14023 0 799646 0 0 0 ROBERT OWENS CHIEF FINANCIAL OFFICER 261458 0 25000 0 0 0 30313 0 30647 0 347418 0 0 0 BILL MEIERLING SR. VP GOVERNMENT AFFAIRS 275000 0 0 0 0 0 16500 0 1487 0 292987 0 0 0 MATT BISENIUS VP GOVERNMENT AFFAIRS 190615 0 0 0 0 0 11375 0 1246 0 203236 0 0 0 KRISTEN KEENAN VP MEETINGS & EVENTS 170500 0 10000 0 0 0 11784 0 7774 0 200058 0 0 0 ISABEL SHOCKET SR. DIRECTOR MEMBERSHIP 158333 0 0 0 0 0 9450 0 6932 0 174715 0 0 0 JENNIFER BULCAO EXECUTIVE ASSISTANT 155500 0 0 0 0 0 9173 0 6116 0 170789 0 0 0 PART I, LINE 1A LIMITED TO CEO PART I, LINE 3 THE CEO'S EMPLOYMENT CONTRACT HAS A 3-YEAR TERM. THE CONTRACT IS DETERMINED BY THE NAMA EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. X VENDING MACHINES FOR DISPLAY IN ASSOCIATINO HQ 7 33421 3RD PARTY LISTINGS 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED IS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP TYPES CONSIST OF OPERATORS, SUPPLIERS, BROKERS/DISTRIBUTORS, MACHINE MANUFACTURERS, INTERNATIONAL SUBSCRIBERS, AND SUSTAINING. ALL MEMBERS HAVE EQUAL RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION HAS VOTING MEMBERS AND NON-VOTING MEMBERS. NON-VOTING MEMBERS INCLUDE INTERNATIONAL AND STUDENT MEMBERS. VOTING MEMBERS CONSIST OF INDUSTRY-RELATED OPERATORS, MANUFACTURERS, SUPPLIERS, DISTRIBUTORS, BROKERS AND OTHER SUSTAINING MEMBERS. EACH MEMBER, OTHER THAN A STUDENT MEMBER, SHALL APPOINT AN OFFICIAL REPRESENTATIVE WHO SHALL REPRESENT AND ACT FOR THE MEMBERS IN ALL AFFAIRS OF THE ASSOCIATION, AND IN THE CASE OF VOTING MEMBERS, SHALL VOTE FOR THE MEMBER. VOTING MEMBERS ANNUALLY ELECT APPROXIMATELY ONE-THIRD OF THE BOARD OF DIRECTORS WHO EACH HOLD THREE-YEAR TERMS. VOTING MEMBERS ARE ALSO ENTITLED TO VOTE ON QUESTIONS PUT TO A VOTE AT THE ASSOCIATION'S ANNUAL MEETING OR AT SPECIAL MEETINGS, AS PROVIDED UNDER THE BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS NOT PRESENTED TO THE GOVERNING BODY PRIOR TO FILING. NO SUCH REVIEW WAS OR WILL BE CONDUCTED. HOWEVER, THE CHIEF FINANCIAL OFFICER PERFORMS A REVIEW OF THE FORM 990 PRIOR TO SIGNING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THE WITTEN CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A EACH YEAR, THE EXECUTIVE COMMITTEE RECEIVES FROM THE CEO A NARRATIVE OF ACCOMPLISHMENTS VERSUS GOALS (ASSOCIATION-WIDE AND PERSONAL), A REPORT ON THE FINANCIAL PERFORMANCE AND STATUS OF THE ASSOCIATION AND AN UPDATE ON CURRENT COMPENSATION. THE COMMITTEE ALSO COMPARES THE CEO'S COMPENSATION TO OTHER EXECUTIVE ASSOCIATION COMPENSATION SURVEYS. WHILE THE EXECUTIVE COMMITTEE HAS BEEN DELEGATED AUTHORITY TO DETERMINE AND IMPLEMENT CEO COMPENSATION CHANGES, NONETHELESS, ITS FINDINGS AND RECOMMENDATIONS ARE PRESENTED TO THE FULL NAMA BOARD FOR REVIEW, FEEDBACK AND FINAL APPROVAL. THE RESULTS OF THIS PROCESS ARE THEN SHARED WITH THE CEO AND COMPENSATION CHANGES ARE IMPLEMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES 1,566,630. THE FOUNDATION OF THE NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION 1777 N KENT ST SUITE 1010 ARLINGTON VA 22209 363169508 CHARITABLE FOUNDATION IL 501(C)(3) LINE 11 NAMA 1 NAMA-PAC 1777 N KENT ST SUITE 1010 ARLINGTON VA 22209 POLITICAL ACTION COMMITTEE IL 527 NAMA 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 THE FOUNDATION OF NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION N 39600 ACTUAL COST THE FOUNDATION OF NATIONAL AUTOMATIC MERCHANDISING ASSOCIATION Q 135024 ACTUAL COST