Nonprofit · EIN 38-3019504
NATIONAL ASSOCIATION OF MUNICIPAL ADVISORS
Tax-exempt · IRVINE, CA 92612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $199,875 | $89,715 | $110,160 | $474,706 | $0 | $474,706 |
| December 31, 2023 | 990 | $115,472 | $53,525 | $61,947 | $364,546 | $0 | $364,546 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $199,300
- Membership dues
- $199,300
- Program service revenue
- $0
- Investment income
- $575
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $64,167
- Salaries, compensation and benefits (total)
- $64,167
- Professional fundraising fees
- $0
- Accounting fees
- $2,830
Balance sheet and other
- Total assets, start of year
- $364,546
- Total assets, end of year
- $474,706
- Total liabilities, end of year
- $0
- Net assets, end of year
- $474,706
- Net assets without donor restrictions
- $474,706
- Gross receipts
- $199,875
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1992
- State of legal domicile
- CA
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 |
|---|---|---|---|
| SUSAN GAFFNEY | EXECUTIVE DI Officer | 20 | $64,167 |
| HEIDI AMSPAUGH | PRESIDENT Trustee or director, Officer | 1 | $0 |
| SCOTT BEARDSLEY | NON-FIRM DIR Trustee or director | 1 | $0 |
| CHRISTINE CROWLEY | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| MARIANNE EDMONDS | DIRECTOR AT Trustee or director | 1 | $0 |
| ZOYA GARGIULO | DIRECTOR AT Trustee or director | 1 | $0 |
| ALEX HANDLERS | DIRECTOR Trustee or director | 1 | $0 |
| BRIAN OSOWSKI | DIRECTOR Trustee or director | 1 | $0 |
| MAGGIE BURGER | PAST PRESIDE Officer | 1 | $0 |
| MICHAEL SUDSINA | TREASURER Officer | 1 | $0 |
| LINDSAY WALL | SECRETARY Officer | 1 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN GAFFNEY | EXECUTIVE DI Officer | 20 | $45,833 |
| HEIDI AMSPAUGH | PRESIDENT Trustee or director, Officer | 1 | $0 |
| SCOTT BEARDSLEY | NON-FIRM DIR Trustee or director | 1 | $0 |
| CHRISTINE CROWLEY | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| MARIANNE EDMONDS | DIRECTOR AT Trustee or director | 1 | $0 |
| ZOYA GARGIULO | DIRECTOR AT Trustee or director | 1 | $0 |
| ALEX HANDLERS | DIRECTOR Trustee or director | 1 | $0 |
| BRIAN OSOWSKI | DIRECTOR Trustee or director | 1 | $0 |
| MAGGIE BURGER | PAST PRESIDE Officer | 1 | $0 |
| MICHAEL SUDSINA | TREASURER Officer | 1 | $0 |
| LINDSAY WALL | SECRETARY Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 19900 MACARTHUR BLVD STE 1100, IRVINE, CA 92612-8429
- In care of
- % SUSAN GAFFNEY
- Principal officer (990 for 2024)
- HEIDI AMSPAUGH, 19900 MACARTHUR BLVD SUITE 1100, IRVINE, CA 92612
- Signed the 990
- MICHAEL SUDSINA, TREASURER
- Phone
- (844) 770-6262
- Website
- WWW.MUNICIPALADVISORS.ORG
- Return prepared by
- BROOKS HARRISON COMPANY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 38-3019504 or by the name NATIONAL ASSOCIATION OF MUNICIPAL ADVISORS.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
EDUCATION AND INSTRUCTION OF ITS MEMBERS ON MUNICIPAL FINANCE MARKET, POLICY, AND REGULATORY ISSUES.
Program accomplishments
- DEVELOPMENT AND PRESENTATION OF CONFERENCES TO EDUCATE MEMBERS (INDEPENDENT PUBLIC FINANCIAL ADVISORY FIRMS AND EMPLOYEES) ON MUNICIPAL FINANCE TOPICS; BOARD GOVERNANCE RELATING TO ABOVE PLUS FEDERAL REGULATORY COMPLIANCE TOPICS. CERTIFICATION AS A CERTIFIED INDEPENDENT PROFESSIONAL MUNICIPAL ADVISORS FOR MEMBERS WHO EXCEED INDUSTRY STANDARDS RELATED TO CONTINUING EDUCATION REQUIREMENTS AND PROFESSIONAL CODES OF CONDUCT.
- REPRESENT ASSOCIATION AND MEMBER PERSPECTIVES ON MUNICIPAL FINANCE TOPICS IN MEETINGS WITH MSRB AND SEC; KEEP MEMBERS APPRISED OF LAWS AND REGULATIONS RELEVANT TO THE PUBLIC FINANCE ADVISORY PROFESSIONAL.
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
- 38-3019504
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $474,706
- Income (IRS master file)
- $199,875
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $199,875 | $89,715 | $474,706 | XML |
| 990 | December 2023 | $115,472 | $53,525 | $364,546 | XML |
| 990 | December 2022 | $121,719 | $64,258 | $302,599 | 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 38-3019504).
Questions about NATIONAL ASSOCIATION OF MUNICIPAL ADVISORS
- What is the EIN of NATIONAL ASSOCIATION OF MUNICIPAL ADVISORS?
- The employer identification number (EIN) of NATIONAL ASSOCIATION OF MUNICIPAL ADVISORS is 38-3019504.
- Is NATIONAL ASSOCIATION OF MUNICIPAL ADVISORS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1992.
- Are donations to NATIONAL ASSOCIATION OF MUNICIPAL ADVISORS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NATIONAL ASSOCIATION OF MUNICIPAL ADVISORS 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 NATIONAL ASSOCIATION OF MUNICIPAL ADVISORS 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 NATIONAL ASSOCIATION OF MUNICIPAL ADVISORS 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 NATIONAL ASSOCIATION OF MUNICIPAL ADVISORS?
- The 990 for the year ended December 31, 2024 names HEIDI AMSPAUGH.
- Who are the officers and directors of NATIONAL ASSOCIATION OF MUNICIPAL ADVISORS?
- The 990 for the year ended December 31, 2024 lists 11 people; 1 received compensation from the organization, the highest $64,167 (SUSAN GAFFNEY, EXECUTIVE DI).
- How much revenue does NATIONAL ASSOCIATION OF MUNICIPAL ADVISORS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $199,875, expenses of $89,715 and total assets of $474,706 at year end.
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