Nonprofit · EIN 36-3169508
FOUNDATION OF THE NATIONAL AUTOMATIC MERCHANDISING ASSOC
Tax-exempt · ARLINGTON, VA 22209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $346,092 | $275,743 | $70,349 | $1,239,912 | $140,172 | $1,099,740 |
| December 31, 2023 | 990 | $206,586 | $229,113 | -$22,527 | $1,111,748 | $82,357 | $1,029,391 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $299,514
- Membership dues
- $43,108
- Program service revenue
- $0
- Investment income
- $37,988
- Net income from fundraising events
- $6,745
- Other revenue
- $8,590
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $3,720
- Accounting fees
- $5,000
- Travel
- $2,551
- Program services (functional)
- $154,938
- Management and general (functional)
- $42,769
- Fundraising (functional)
- $78,036
Balance sheet and other
- Total assets, start of year
- $1,111,748
- Total assets, end of year
- $1,239,912
- Total liabilities, end of year
- $140,172
- Net assets, end of year
- $1,099,740
- Net assets without donor restrictions
- $927,555
- Net assets with donor restrictions
- $172,185
- Gross receipts
- $363,378
- Employees
- 0
- Volunteers
- 19
- Year formed
- 1981
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CARLA BALAKGIE | PRESIDENT & CEO Officer | 10 | $0 | $738,470 | $61,176 |
| ROBERT OWENS | CHIEF FINANCIAL OFFICER Officer | 10 | $0 | $286,458 | $60,960 |
| JENNIFER BULCAO | EXECUTIVE DIRECTOR Key employee | 37.5 | $0 | $155,500 | $15,289 |
| LANCE WHORTON | CHAIR (STARTED 7/1/24) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TOM STEUBER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LOUIS BARESH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TOM BAUER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MIKE HOEFT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TOM MCCARTHY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL MEINECKE | TRUSTEE (THRU 6/30/2024) Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL ROSSI | TRUSTEE (THRU 6/30/2024) Trustee or director | 1 | $0 | $0 | $0 |
| CARLY FURMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARK HOUSEKNECHT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK MORAN | SECRETARY/TREASURER (EFF. 7/1/2024) Trustee or director | 1 | $0 | $0 | $0 |
| ASHLEY HUBLER | TRUSTEE (EFF. 7/1/2024) Trustee or director | 1 | $0 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD KAHN | TRUSTEE (EFF. 7/1/2024) Trustee or director | 1 | $0 |
| JASON RICARD | TRUSTEE (EFF. 7/1/2024) Trustee or director | 1 | $0 |
| KEN SULLIVAN | TRUSTEE (EFF. 7/1/2024) Trustee or director | 1 | $0 |
| CHUCK HOGAN | TRUSTEE (EFF. 7/1/2024) Trustee or director | 1 | $0 |
| JOSH ROSENBERG | TRUSTEE (THRU 6/30/2024) Trustee or director | 1 | $0 |
| CHRIS STAVE | TRUSTEE Trustee or director | 1 | $0 |
| JOE HESSLING | CHAIR (THRU 6/30/2024) Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CARLA BALAKGIE | CHIEF EXECUTIVE OFFICER Officer | 10 | $0 | $819,305 | $69,621 |
| ROBERT OWENS | CHIEF FINANCIAL OFFICER Key employee | 10 | $0 | $245,833 | $38,908 |
| JOE HESSLING | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LANCE WHORTON | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TOM STEUBER | SECRETARY/TREASURER (STARTED 7/1/2023) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LOUIS BARESH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TOM BAUER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE HOEFT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TOM MCCARTHY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL ROSSI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CARLY FURMAN | DIRECTOR (STARTED 7/1/2023) Trustee or director | 1 | $0 | $0 | $0 |
| MARK HOUSEKNECHT | DIRECTOR (STARTED 7/1/2023) Trustee or director | 1 | $0 | $0 | $0 |
| JOSH ROSENBERG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS STAVE | DIRECTOR (STARTED 7/1/2023) Trustee or director | 1 | $0 | $0 | $0 |
| REED BARTON | DIRECTOR (ENDED 6/30/2023) Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT HALLORAN | DIRECTOR (ENDED 6/30/2023) Trustee or director | 1 | $0 | $0 | $0 |
| JEFFREY SMITH | DIRECTOR (ENDED 6/30/2023) Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL MEINECKE | DIRECTOR (ENDED 6/30/2023) Trustee or director | 1 | $0 | $0 | $0 |
| DENNIS THORNTON | DIRECTOR (ENDED 6/30/2023) Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK HATCHER | DIRECTOR (ENDED 6/30/2023) Trustee or director | 1 | $0 | $0 | $0 |
| MARC WHITENER | SECRETARY/TREASURER (ENDED 6/30/2023) Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1777 N KENT ST STE 1010, ARLINGTON, VA 22209-2110
- Principal officer (990 for 2024)
- CARLA BALAKGIE, 1777 NORTH KENT STREET 1010, ARLINGTION, VA 22209
- Signed the 990
- ROBERT G OWENS, CFO & SVP, FINANCE & ADMIN
- Phone
- (630) 710-0263
- Website
- WWW.NAMANOW.ORG/FOUNDATION
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
TO STRENGTHEN AND ADVANCE THE CONVENIENCE SERVICES INDUSTRY THROUGH STRATEGIC SUPPORT OF ADVOCACY, EDUCATION AND RESEARCH INITIATIVES.
Program accomplishments
- 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.Expenses $154,938
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-3169508
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1982
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,239,912
- Income (IRS master file)
- $363,378
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $346,092 | $275,743 | $1,239,912 | XML |
| 990 | December 2023 | $206,586 | $229,113 | $1,111,748 | XML |
| 990 | December 2022 | $256,324 | $257,278 | $1,126,918 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3169508).
Questions about FOUNDATION OF THE NATIONAL AUTOMATIC MERCHANDISING ASSOC
- What is the EIN of FOUNDATION OF THE NATIONAL AUTOMATIC MERCHANDISING ASSOC?
- The employer identification number (EIN) of FOUNDATION OF THE NATIONAL AUTOMATIC MERCHANDISING ASSOC is 36-3169508.
- Is FOUNDATION OF THE NATIONAL AUTOMATIC MERCHANDISING ASSOC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to FOUNDATION OF THE NATIONAL AUTOMATIC MERCHANDISING ASSOC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does FOUNDATION OF THE NATIONAL AUTOMATIC MERCHANDISING ASSOC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FOUNDATION OF THE NATIONAL AUTOMATIC MERCHANDISING ASSOC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FOUNDATION OF THE NATIONAL AUTOMATIC MERCHANDISING ASSOC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of FOUNDATION OF THE NATIONAL AUTOMATIC MERCHANDISING ASSOC?
- The 990 for the year ended December 31, 2024 names CARLA BALAKGIE.
- Who are the officers and directors of FOUNDATION OF THE NATIONAL AUTOMATIC MERCHANDISING ASSOC?
- The 990 for the year ended December 31, 2024 lists 22 people; 0 received compensation from the organization.
- How much revenue does FOUNDATION OF THE NATIONAL AUTOMATIC MERCHANDISING ASSOC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $346,092, expenses of $275,743 and total assets of $1,239,912 at year end.
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