National Association Of Municipal Advisors
- Assets
- $302.6k
- Revenue
- $121.7k
- Investments
- $0.0
- Employees
- 0
- Location
- Irvine, CA
- Founding
- 04/1992
- Data as of
- 12/2022
- EIN
- 38-3019504
Organization Overview
National Association Of Municipal Advisors is located in Irvine, CA. The organization was established in 1992. According to its NTEE Classification (W03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Public & Societal Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. National Association Of Municipal Advisors is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2022, National Association Of Municipal Advisors generated $121.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (10.5%) each year. All expenses for the organization totaled $64.3k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (18.1%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
EDUCATION AND INSTRUCTION OF ITS MEMBERS ON MUNICIPAL FINANCE MARKET, POLICY, AND REGULATORY ISSUES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Susan Gaffney Executive Di | Officer | 20 | $55,000 |
Heidi Amspaugh President | OfficerTrustee | 1 | $0 |
Scott Beardsley Non-Firm Dir | Trustee | 1 | $0 |
Christine Crowley Vice Preside | OfficerTrustee | 1 | $0 |
Marianne Edmonds Director At | Trustee | 1 | $0 |
Zoya Gargiulo Director At | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $121,400 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $121,400 |
| Total Program Service Revenue | $0 |
| Investment income | $319 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $121,719 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $55,000 |
| Compensation of current officers, directors, key employees. | $55,000 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $64,258 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $198,865 |
| Savings and temporary cash investments | $103,734 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $302,599 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $302,599 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $302,599 |