American Marketing Association - Dallas Fort Worth Chapter

Nonprofit profile at a glance

EIN
752215287
IRS 990-EZ coverage
2010–2020
Forms available
Form 990-EZ 2020
Location
Carrollton, TX, USA
Phone
9723089612
Rating
59
Verdict
MIXED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$23,203
Expenses
$14,106
Assets
$24,215
Liabilities
$1,103

Source: IRS Form 990-EZ. Selected filing: tax year 2020. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • KRISTAN BOURESTOM (EXECUTIVE DIRECTOR)
  • ANGELA NEAL (PRESIDENT)
  • BRAD MCCORMICK (PRESIDENT EMERITUS)

People named in this filing

  • KRISTAN BOURESTOM (EXECUTIVE DIRECTOR)
  • ANGELA NEAL (PRESIDENT)
  • SUNNY YARRISH (EVP OF MEMBERSHIP)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2020. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The dfw ama chapter has served the needs of marketers and business leaders across north Texas and has partnered with several universities in dallas and fort worth, Texas to help advance the study of marketing, market research and marketing education. As an award-winning chapter, the dfw ama has over 700 members who share a passion for marketing. You need not be a marketer to join the ama or participate in any of the chapter's programs. The dfw ama is ready to be a resource to you, your company or your organization.

What it reported doing in 2020

Monthly meetings and educational programs designed to inform and educate members

Operating model

Revenue model
Membership-supported. 100% of the money available for current operations came from membership dues.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 46
  • Transparency & Controls: 82
  • Sustainability: 64
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 37.3%; rating input score 37
  • Program expense ratio: 61.4%; rating input score 61

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 39.2%; rating input score 83; 83rd percentile among comparable filings
  • Total-asset coverage ratio: 1.72; rating input score 50; 50th percentile among comparable filings
  • Liabilities to assets ratio: 0.05; rating input score 28; 28th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -5.4% per year; rating input score 0; 47th percentile among comparable filings
  • Revenue growth: -4.8% per year; rating input score 0; 48th percentile among comparable filings
  • Asset growth: -12.3% per year; rating input score 0; 14th percentile among comparable filings

Details

  • Where the money goes: 37.3% of revenue deployed · 61.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $9K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 11 filing years from 2010 to 2020
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Moderate — Financial Efficiency: Mission deployment rate scored 37/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 50/100.
  • High — Sustainability: Liabilities to assets ratio scored 28/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.