Form 990 for tax year 2024
Filed by NATIONAL ASSOCIATION OF SENIOR MOVE MANAGERS.
Totals
- Total revenue
- $896,652
- Total expenses
- $953,268
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $892,601
- Investment income
- $1
- Other revenue
- $4,050
- Total assets, end of year
- $397,825
- Total liabilities, end of year
- $447,461
- Net assets or fund balances, end of year
- -$49,636
- Program services expenses (Part IX)
- $693,513
- Management and general expenses
- $239,051
- Fundraising expenses
- $20,704
- Program service expenses (Part III)
- $693,513
Program services were 72.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: ANNUAL CONFERENCE
total $360,743 · excluded $360,743
-
2b · Program service revenue: MEMBERSHIP DUES
total $346,409 · excluded $346,409
-
2c · Program service revenue: SEMINAR AND EDUCATION REVENUE
total $185,449 · excluded $185,449
-
3 · Investment income
total $1 · excluded $1
-
5 · Royalties
total $4,050 · excluded $4,050
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $462,000 · program services $323,400 · management and general $138,600
-
10 · Payroll taxes
total $29,567 · program services $20,697 · management and general $8,870
-
11b · Fees: legal
total $395 · management and general $395
-
11c · Fees: accounting
total $18,788 · management and general $18,788
-
12 · Advertising and promotion
total $20,704 · fundraising $20,704
-
13 · Office expenses
total $45,533 · management and general $45,533
-
14 · Information technology
total $25,719 · management and general $25,719
-
19 · Conferences, conventions and meetings
total $336,343 · program services $336,343
-
20 · Interest
total $39 · management and general $39
-
22 · Depreciation, depletion and amortization
total $1,107 · management and general $1,107
-
24a · Other expenses: TRAINING AND EDUCATION
total $12,277 · program services $12,277
-
24b · Other expenses: OTHER EXPENSES
total $796 · program services $796
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $457,742 · end of year $364,048
-
2 · Savings and temporary cash investments
beginning of year $10,066 · end of year $10,066
-
9 · Prepaid expenses and deferred charges
beginning of year $14,530 · end of year $19,283
-
10a · Land, buildings and equipment: cost or other basis
$9,260
-
10b · Land, buildings and equipment: accumulated depreciation
$4,832
-
10c · Land, buildings and equipment, net
end of year $4,428
-
17 · Accounts payable and accrued expenses
beginning of year $22,625 · end of year $10,831
-
19 · Deferred revenue
beginning of year $449,992 · end of year $433,585
-
25 · Other liabilities
beginning of year $2,741 · end of year $3,045
-
27 · Net assets without donor restrictions
beginning of year $6,980 · end of year -$49,636
Mission and programs · 2024
Mission
A PROFESSIONAL TRADE ASSOCIATION OF ORGANIZATIONS DEDICATED TO ASSISTING OLDER ADULTS WITH FAMILIES WITH THE PHYSICAL AND EMOTIONAL DEMANDS OF DOWNSIZING, RELOCATING OR MODIFYING THEIR RESIDENCE.
-
ASSISTING MEMBER MOVER MANAGERS IN IMPROVING THEIR BUSINESSES AND SERVICES AND PROMOTING THE INDUSTRY BY 1) PROMOTES AWARENESS OF THE FIELD TO CONSUMERS AND OTHER AGING SERVICES PROFESSIONALS 2) ADVANCES THE PROFESSIONAL COMPETANCE OF ITS MEMBERS THROUGH TRAINING AND CONTINUING EDUCATION 3)ENCOURAGES THE DELIVERY OF CLIENT-CENTERED SENIOR MOVE SERVICES WITH COMPASSION AND INTEGRITY, AND 4) HOSTS A NATIONAL REFERRAL NETWORK OF SENIOR MOVE MANAGEMENT ORGANIZATIONS FOR THE AGING SERVICES CONSUMER.
Expenses $693,513 · Revenue $892,601
As filed on the 2024 return.
Listed in Part VII
-
Marty Stevens-HeebnerMARTY STEVENS-HEEBNER
DIRECTOR & P
- Total calculated
- $0
- Hours/week
- 8
-
Lisa BevensLISA BEVENS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Gina CaugheyGINA CAUGHEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Suzanne EllerbrockSUZANNE ELLERBROCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Robin MeyerowitzROBIN MEYEROWITZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Miguel ColesMIGUEL COLES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer PicketJENNIFER PICKET
EXECUTIVE DI
- Total calculated
- $231,000
- From this org
- $231,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $231,000
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $231,000
-
Marykay BuysseMARYKAY BUYSSE
ASSOCIATE DI
- Total calculated
- $231,000
- From this org
- $231,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $231,000
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $231,000
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 24 February 2026
- IRS schema version
- 2024v5.0
- Source object
- 202620659349301217
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