2025-04-10T16:48:03-04:00 2024-06-30 263806553 RATLIFF & ASSOCIATES PC 2501 PARKVIEW DR STE 205 FORT WORTH TX 76102 990 2023-07-01 760123025 AMERICAN MARKETING ASSOCIATION HOUSTON CHAPTER AMER 7134821021 PO BOX 27983 HOUSTON TX 77227 STACEY EDDINGTON MOORE EXECUTIVE DIRECTOR 7134173451 2025-03-26 true true CYNTHIA A COX P01400154 8173323222 2025-04-10 2023 2025-03-06 01:10:19Z AMERICAN MARKETING ASSOCIATION STACEY EDDINGTON MOORE PO BOX 27983 HOUSTON TX 77227 265384 false X AMAHOUSTON.ORG X 1984 TX TO ELEVATE THE HOUSTON MARKETING COMMUNITY AND ITS DIVERSE MEMBERS THROUGH SUPERIOR EDUCATIONAL OPPORTUNITIES, NETWORKING, AND CAREER RESOURCES. 38 38 0 65 8905 3700 99820 85993 169951 163952 5247 6700 -2038 275018 254607 16000 13179 0 44804 43166 0 13200 231453 246196 292257 302541 -17239 -47934 449968 404405 5791 6620 444177 397785 X TO ELEVATE THE HOUSTON MARKETING COMMUNITY AND ITS DIVERSE MEMBERS THROUGH SUPERIOR EDUCATIONAL OPPORTUNITIES, NETWORKING, AND CAREER RESOURCES. false false 218472 13179 155047 EDUCATION- EDUCATION IS KEY FOR THE AMERICAN MARKETING ASSOCIATION HOUSTON CHAPTER (AMA HOUSTON). THEY PROVIDE EDUCATIONAL OPPORTUNITIES IN VARIOUS FORMATS TO BOTH MEMBERS AND NON-MEMBERS TO GAIN KNOWLEDGE FOR APPLICATION IN THEIR MARKETING AND COMMUNICATION EFFORTS. ->MONTHLY EVENTS- AMA HOUSTON HOSTS EDUCATIONAL EVENTS SEVERAL TIMES DURING THE YEAR. THESE REGULARLY SCHEDULED LUNCHEONS FEATURE LOCAL AND NATIONALLY KNOWN SPEAKERS AND BRAND REPRESENTATIVES WHO DISCUSS A WIDE RANGE OF MARKETING RELATED TOPICS AND INSIGHTS. ADDITIONALLY, AMA HOUSTON HOSTS MONTHLY MARKETING WORKSHOPS ("ACADEMIES") WHICH TAKE A DEEPER LOOK INTO THE KEY OPPORTUNITIES AND CHALLENGES FACING EVERY MARKETER TODAY. SEE SCHEDULE O FOR FURTHER INFORMATION 15720 COMMUNITY ASSISTANCE- AMA GIVES BACK WAS FOUNDED IN 2008 AS THE PHILANTHROPIC ARM OF AMA HOUSTON. THEY ASSIST LOCAL AREA STUDENTS AND NON-PROFIT ORGANIZATIONS WITH THE GIFT OF EDUCATION AND FURTHER ASSISTANCE IN THEIR MARKETING EFFORTS THROUGH GRANTS AND THE PENNY TODD SCHOLARSHIP. -> GRANTS- EACH YEAR, AMA DISTRIBUTES A PORTION OF THE CHAPTER'S NET INCOME IN THE FORM OF AMA GIVES BACK GRANTS. SINCE 2008, AMA GIVES BACK HAS PROVIDED NEARLY 200,000 IN GRANTS TO HOUSTON NON-PROFITS TO ASSIST AND EDUCATE THEM IN THEIR MARKETING EFFORTS. SEE SCHEDULE O FOR FURTHER INFORMATION 4205 8905 NETWORKING & CAREER RESOURCES- WEEKLY EMPLOYMENT RESOURCE NEWSLETTER- AMA HOUSTON PROVIDES A FREE WEEKLY JOB POSTING NEWSLETTER UPDATE VIA E-MAIL TO ITS MEMBERS WHICH LISTS MARKETING RELATED JOB OPPORTUNITIES IN THE HOUSTON AREA. A NOMINAL FEE IS PAID BY THE LISTING COMPANIES TO ADVERTISE THEIR JOB OPENINGS IN THIS BENEFICIAL RESOURCE. AMA HOUSTON'S MEMBERS THAT POST A JOB OPENING RECEIVE A DISCOUNT. THE NEWSLETTER FURTHER GOES TO PROMOTE THE MISSION OF AMA IN ELEVATING THE CITY'S MARKETING COMMUNITY. THROUGHOUT THE FISCAL YEAR, MORE THAN 300 LOCAL MARKETING JOBS WERE POSTED TO THE PLATFORM. SEE SCHEDULE O FOR FURTHER INFORMATION 238397 true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 3 0 true 0 true true false false false false true true false false false false false false false false X 38 38 false false false false true true false true true false false true true true true false true true false false X STACEY EDDINGTON MOORE 7134821021 PO BOX 27983 HOUSTON TX 77227 STACEY EDDINGTON MOORE EXECUTIVE DI 20.00 X 42000 0 0 DORI ALBORA PRESIDENT 12.00 X X 0 0 0 JILL MANTY PRESIDENT-EL 5.00 X X 0 0 0 EMILY RHODES SECRETARY 5.00 X X 0 0 0 VLAD VIDAEFF IMMED PAST P 5.00 X X 0 0 0 ALICIA EAST ACADEMY CO-C 5.00 X 0 0 0 ALISA HSU-YOUNG CHAIR-EVENT 5.00 X 0 0 0 BJ GERJES VP-SPONSRS & 5.00 X 0 0 0 BRITTANY DAVIS-MORRIS LUNCHEON SER 2.00 X 0 0 0 CATRINA BALLARD CRYSTAL AWRD 6.00 X 0 0 0 CINDI BOUDREAUX JOB FORWARD/ 2.00 X 0 0 0 CINDY ARZOLA CHAIR-GIVES 5.00 X 0 0 0 EDGARDO DE LA GARZA CRYSTAL AWRD 6.00 X 0 0 0 GLENN TAYLOR CO-CHAIR - C 2.00 X 0 0 0 GLORIA FARRELL CHAIR- MBR R 2.00 X 0 0 0 HAMI ARRINGTON VP-PROGRAMMI 6.00 X 0 0 0 HEATHER SASSER VP- AMA GIVE 5.00 X 0 0 0 HENRY ADASO CHAIR-MARKET 2.00 X 0 0 0 JAMES CALDWELL CHAIR-HOSP & 5.00 X 0 0 0 JONATHAN MADRIGAL CHAIR- MBR M 5.00 X 0 0 0 JOSEPH WOLF CHAIR-DESIGN 5.00 X 0 0 0 KATHERINE SMITH SPONSHORSHIP 2.00 X 0 0 0 KEN PENNY MENTORSHIP P 5.00 X 0 0 0 KRISTY BELL PENNY TODD S 5.00 X 0 0 0 LAUREN MCDOWELL CO-VP-COMMUN 8.00 X 0 0 0 MARCIE JONES CHAIR-GIVES 5.00 X 0 0 0 MICHELLE DAVIS VOLUNTEER PR 5.00 X 0 0 0 RABIA HIRANI CO-CHR- OUTL 2.00 X 0 0 0 RAY SMITH CO-CHR- AGEN 2.00 X 0 0 0 REBECCA BURLEY CHAIR-WEBSIT 5.00 X 0 0 0 ROBBIE STEVENS CO-VP-COMMUN 8.00 X 0 0 0 ROBERT MELVIN VP- JOBS PRO 5.00 X 1166 0 0 ROBIN TOOMS COMMUNITY GR 2.00 X 0 0 0 SARA BENTLEY ACADEMY CO-C 5.00 X 0 0 0 SHEANA HAMILL JOB FORWARD/ 2.00 X 0 0 0 STEPHANIE PELAEZ CHAIR-EMAIL 5.00 X 0 0 0 STEPHEN MENDOZA CHAIR-GIVES 2.00 X 0 0 0 STEVEN LEEPER LUNCHEON PRE 5.00 X 0 0 0 TODD GREGORY VP-MEMBERSHI 5.00 X 0 0 0 43166 false false false X 26021 4488 55484 4110 85993 CRYSTAL AWARDS EVENT 541900 104738 104738 MONTHLY EDUCATIONAL LUNCHEON 611600 30076 30076 MARKETING EDGE CONFERENCE 611600 15170 15170 JOB REFERRAL LISTINGS 541800 8905 8905 ACADEMY WORKSHOPS 611600 5063 5063 163952 2202 2202 4498 4498 4498 4498 6667 4488 6667 2072 4110 -2038 -2038 254607 159709 8905 8179 8179 5000 5000 43166 15866 21000 6300 3562 1247 1781 534 5850 5850 1184 868 316 852 852 11093 3883 5547 1663 14301 9180 3939 1182 1888 661 944 283 4278 1497 2139 642 CRYSTAL AWARDS GALA EXP 110893 110893 EDUCATIONAL LUNCHEON EXP 53632 53632 LEADERSHIP DEVELOPMENT 17302 6055 8651 2596 MARKETING EDGE CONFER EXP 17201 17201 4160 3383 777 302541 238397 50944 13200 389707 336405 60261 68000 449968 404405 5791 6620 5791 6620 X 444177 397785 444177 397785 449968 404405 -47934 1542 X false false false X 75524 53489 65145 99820 85993 379971 75524 53489 65145 99820 85993 379971 77629 302342 1205 2756 1682 5247 6700 17590 26070 17478 4700 48248 445809 569209 0.67820 0.68000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990 AMA HOUSTON IS A CHAPTER OF THE NATIONAL AMA. ALTHOUGH AMA HOUSTON OPERATES AND MAKES DECISIONS INDEPENDENT OF THE NATIONAL AMA, THEY OPERATE WITHIN THE NATIONAL AMA CONSTITUTION AND BYLAWS. AMA HOUSTON MEMBERS PAY THE MEMBERSHIP FEE TO THE NATIONAL AMA, WHO THEN REMITS THOSE PAYMENTS TO AMA HOUSTON, KEEPING A SET PERCENTAGE AT THE NATIONAL AMA LEVEL. FORM 990, PAGE 1, PART I, LINE 6 AMA HOUSTON HAS OVER 60 VOLUNTEERS THAT WORK THROUGHOUT THE YEAR TO HELP PRODUCE EVENTS. THIS INCLUDES EVENT REGISTRATION AND FACILITATING INTERACTION AND NETWORKING AMONG ATTENDEES. VOLUNTEERS ALSO HELP DRAFT COMMUNICATIONS INCLUDING EMAILS, SOCIAL POSTS, AND WEB UPDATES. THROUGH THEIR MENTORING PROGRAM, VOLUNTEERS ARE PAIRED UP WITH YOUNG MARKETERS TO HELP THEM BUILD VALUABLE BUSINESS SKILLS. AMA HOUSTON VOLUNTEERS GET TO NETWORK, GAIN NEW SKILLS, AND MENTOR OTHERS. ALL OF THE AMA HOUSTON BOARD MEMBERS ARE VOLUNTEERS AND HELP GUIDE THE ORGANIZATION IN FULFILLING THEIR MISSION. FORM 990, PART III CONTINUED FROM PSA 1- EDUCATION: -> MONTHLY EVENTS CONTINUED- THE INFORMATION IS PRESENTED BY A PANEL OF MARKETING EXPERTS WHO DISCUSS AND TEACH THE ATTENDEES HOW TO APPLY REAL- TIME, REAL-WORLD SOLUTIONS TO THEIR MARKETING AND COMMUNICATIONS EFFORTS. THE TOPICS CROSS TRADITIONAL INDUSTRY SEGMENTS SO THAT MARKETERS FROM ALL COMPANY TYPES, JOB TITLES, FUNCTIONS AND DISCIPLINES WILL BE ABLE TO APPLY THE KNOWLEDGE PRESENTED TO THEIR EVERYDAY JOBS AND BROADEN THEIR MARKETING SKILLS. DURING THE 2023-2024 YEAR, 8 LUNCHEONS WERE HELD WITH A CUMULATIVE ATTENDANCE OF 686, AND 6 ACADEMY WORKSHOPS WERE HELD WITH A CUMULATIVE ATTENDANCE OF 289. -> ANNUAL MARKETING CONFERENCE- MARKETING EDGE IS AN ANNUAL, FULL-DAY CONFERENCE WHICH CONSISTS OF KEYNOTE SPEAKERS FROM LARGE GLOBAL OR US-BASED BRANDS AND COMPANIES WHO ARE WELL VERSED IN A WIDE RANGE OF MARKETING TOPICS AND TRENDS. THESE PRESENTATIONS ARE FOLLOWED BY BREAK-OUT PANEL SESSIONS FOR FURTHER DISCUSSION. FACILITATED NETWORKING SEGMENTS ARE ALSO A KEY COMPONENT OF THE CONFERENCE, ALLOWING ATTENDEES TO MEET FELLOW MARKETERS AND BROADEN THEIR PROFESSIONAL NETWORKS. AT THE NOVEMBER 2023 EVENT, THERE WERE 117 ATTENDEES. -> AWARDS FOR THE BEST MARKETING- FOR ALMOST 40 YEARS, AMA HOUSTON'S ANNUAL CRYSTAL AWARDS REMAINS THE LARGEST MARKETING AWARDS PROGRAM IN THE STATE OF TEXAS. EACH YEAR, COMPANIES ARE INVITED TO ENTER THEIR WORK INTO MORE THAN 90 MARKETING RELATED CATEGORIES. A PANEL OF ESTEEMED JUDGES FROM NATIONALLY RECOGNIZED BRANDS FROM ACROSS THE US REVIEW THE WORK AND THE WINNERS OF EACH CATEGORY ARE ANNOUNCED AT THE ANNUAL CRYSTAL AWARDS GALA. THERE WERE 550 ATTENDEES TO THE EVENT IN MAY OF 2024. CONTINUED FROM PSA 2- COMMUNITY ASSISTANCE: GRANT RECIPIENTS RECEIVE FUNDS TO HELP WITH A WIDE VARIETY OF MARKETING INITIATIVES TO PROMOTE THEIR CAUSES, ALLOWING THEM TO FULFILL THEIR MISSION AND PROVIDE SUPPORT AND SERVICES TO HOUSTON AND ITS SURROUNDING COMMUNITIES. IN ADDITION, AMA MEMBERS AND BOARD MEMBERS DONATE THEIR TIME AS MENTORS TO ASSIST THE GRANT RECIPIENTS WITH THEIR MARKETING, HELPING FURTHER TIE THE CHAPTER'S MISSION OF EDUCATION INTO ITS PHILANTHROPIC ENDEAVORS. THIS YEAR, AMA HOUSTON GRANTED 3,500 TO MO PIE U, INC. AND 4,600 TO THE POWER ON HEELS FUND. -> THE PENNY TODD SCHOLARSHIP- SINCE IT'S INCEPTION IN 2016, MORE THAN 40,000 HAS BEEN AWARDED TO DESERVING HOUSTON-AREA UNDERGRADUATE COLLEGE STUDENTS MAJORING IN MARKETING OR A RELATED FIELD. ONE SCHOLARSHIP IN THE AMOUNT OF 5,000 WAS AWARDED THIS FISCAL YEAR TO ANDRES VASQUEZ, A MARKETING UNDERGRADUATE STUDENT AT THE UNIVERSITY OF PITTSBURGH, AND A LOCAL HOUSTON AREA HIGH SCHOOL GRADUATE. CONTINUED FROM PSA 3- NETWORKING & CAREER RESOURCES: MONTHLY NETWORKING EVENTS- AMA HOUSTON HOSTS FREE MONTHLY NETWORKING EVENTS WHICH NOT ONLY PROVIDE AN ENVIRONMENT CONDUCIVE FOR MEMBERS AND ATTENDEES TO ENGAGE WITH OTHERS IN THEIR INDUSTRY, SHARING THEIR IDEAS AND EXPERIENCES, BUT ALSO INTRODUCES NON-MEMBERS TO THE AMA HOUSTON ORGANIZATION, FURTHERING ITS REACH IN THE INDUSTRY. IN THE 2023-2024 YEAR, AMA HOUSTON WAS ABLE TO HOST 13 SUCH EVENTS WITH 737 TOTAL ATTENDEES. FORM 990, PAGE 6, PART VI, LINE 6 THE ORGANIZATION IS MADE UP OF INDIVIDUALS WHO PAY A FEE FOR MEMBERSHIP. FORM 990, PAGE 6, PART VI, LINE 7A MEMBERS OF THE ORGANIZATION HAVE VOTING RIGHTS IN THE ELECTION OF BOARD MEMBERS. CURRENT BOARD MEMBERS PROVIDE A LIST OF RECOMMENDED CANDIDATES FOR REPLACEMENT AND THEN THE MEMBERS OF THE ORGANIZATION ELECT THE NEW MEMBERS. MEMBERS OF THE ORGANIZATION ALSO VOTE ON LOCAL CHAPTER MEMBERSHIP DUES INCREASES, IN ACCORDANCE WITH THE BY-LAWS. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS PREPARED BY A CPA, AND UPON COMPLETION, IS SENT TO THE EXECUTIVE DIRECTOR AND FURTHER DISTRIBUTED TO THE BOARD FOR REVIEW. AFTER ALL QUESTIONS HAVE BEEN RESOLVED AND ANY CHANGES MADE, IT IS E-FILED. ONCE THE 990 HAS BEEN ACCEPTED BY THE IRS, A FINAL COPY IS SENT TO THE BOARD. FORM 990, PAGE 6, PART VI, LINE 12C AT THE START OF THE FISCAL YEAR, THE BOARD AND CHAPTER OFFICERS DISCUSS AND REVIEW THE CONFLICT OF INTEREST POLICY. THEY THEN SIGN TO CONFIRM COMPLIANCE WITH THE POLICY. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD REVIEWS AND APPROVES THE EXECUTIVE DIRECTORS SALARY. ALTHOUGH NO FORMAL PROCESS IS USED TO OBTAIN SALARIES FOR COMPARABLE POSITIONS OF SIMILAR TYPE ORGANIZATIONS, SOME BOARD MEMBERS HAVE EXPOSURE TO MARKET SALARIES WHICH ARE CONSIDERED DURING THE APPROVAL PROCESS. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE MADE AVAILABLE AT THE CHAPTER OFFICE UPON REQUEST. FORM 990, PART VIII AMA HOUSTON RELIES ON THE GENEROSITY OF THE MARKETING COMMUNITY WITH DONATED SERVICES FROM NUMEROUS COMPANIES ALLOWING THEM TO KEEP THEIR OPERATING COSTS LOWER THAN IF THEY HAD TO PAY FOR THESE EXPENSES. THE VALUE OF DONATED SERVICES INCLUDES, AMONG OTHERS, 18,000 FROM BULLPEN MARKETING, 15,500 FROM INNOVATIVE ENVIRONMENTS, AND 4,500 FROM NATHAN LINDSTOM PHOTOGRAPHY.