Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
Construction Financial Management
EIN 22-2761605 • 501(c)6 • Charlotte, NC
Profile
Collaboration of construction industry
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.46x
Liabilities / Revenue
90th percentile
Higher debt load relative to revenue than 90% of similar nonprofits.
Net Margin
68th percentile
Higher net margin than 68% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
66th percentile
Faster asset growth than 66% of similar nonprofits.
Revenue Growth
62nd percentile
Faster revenue growth than 62% of similar nonprofits.
Balance Sheet
Assets
Up$119,547
Up $7,803 (+7.0%) from 2024
Liabilities
Down$54,410
Down $6,801 (-11%) from 2024
Net Assets
Up$65,137
Up $14,604 (+29%) from 2024
Revenue
Up$145,869
Up $8,927 (+6.5%) from 2024
Expenses
Up$131,265
Up $1,624 (+1.3%) from 2024
Net Income
Up$14,604
Up $7,303 (+100%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $119,547
- Liabilities
- $54,410
- Net assets
- $65,137
- Revenue
- $145,869
- Expenses
- $131,265
- Net income
- $14,604
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Apr 1, 2024 to Mar 31, 2025
- Signed
- Aug 7, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $145,869
Mission and Program Overview
Mission
Collaboration of construction industry
Construction industry education & collaboration
Program Services
| Description | Grants | Expenses |
|---|---|---|
| CFMA CHARLOTTE DISTRIBUTED SCHOLARSHIPS TO STUDENTS INTENDING TO PURSUE A CAREER IN CONSTRUCTION AND CONSTRUCTION MANAGEMENT. | $37,500 | $0 |
| DURING THE FISCAL YEAR, CFMA CHARLOTTE HELD MEETINGS AND EDUCATIONAL PROGRAMS FOR MEMBERS OF THE CONSTRUCTION INDUSTRY. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| NICOLE MOTTERSHEAD | President | - | $0 | - | - |
| SEASON WEST | Vice President | - | $0 | - | - |
| KIM SCHEARER | Secretary | - | $0 | - | - |
| JENNIFER GEIS | Treasurer | - | $0 | - | - |
| TIM VARNER | VP Of Golf | - | $0 | - | - |
| PATRICK RAY | VP Of Membership | - | $0 | - | - |
| ANDREW ESSIC | VP Of Programs | - | $0 | - | - |
| JON GEIS | VP Of Special Events | - | $0 | - | - |
| COURTNEY CHANNELL | Member At Large | - | $0 | - | - |
| JENNIFER TINDAL | Past President | - | $0 | - | - |
| BRANDON SPEARS | Member At Large | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Construction Financial Management
- EIN
- 22-2761605
- Phone
- 7049431722
- Address
- PO BOX 31222, CHARLOTTE, NC 28231
Signing Officer
- Name
- Jennifer Geis
- Title
- Treasurer
- Phone
- 7049431722
- Signed
- 2025-08-07
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Greerwalker Llp
- Address
- 227 WEST TRADE ST SUITE 1100, CHARLOTTE, NC 28202
- Preparer
- Sallie Beth Dusenbury
- Phone
- 7043770239
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 5.”
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: indirect support:cfma national supp. Amount: 7,000. Description: indirect support:comdata rebate. Amount: 1,587. Description: indirect support:cfma carolinas. Amount: 9,344. Description: other types of income: miscellaneous. Amount: 41. Total to form 990-ez, line 8: 17,972.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: software/website expenses. Amount: 1,213. Description: meeting expenses. Amount: 28,821. Description: special event expenses. Amount: 40,907. Description: travel, conferences & meetings. Amount: 2,034. Description: miscellaneous expenses. Amount: 4,117. Total to form 990-ez, line 16: 77,092.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: accounts receivable. Beg. Of year amount: 500. End of year amount: 0. Description: prepaid expenses. Beg. Of year amount: 1,500. End of year amount: 1,500.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accrued expenses. Beg. Of year amount: 3,000. End of year amount: 3,000. Description: credit card. Beg. Of year amount: 1,770. End of year amount: 0. Description: accounts payable. Beg. Of year amount: 36,016. End of year amount: 27,500. Description: unearned revenue. Beg. Of year amount: 20,425. End of year amount: 23,910.”
Raw XML Appendix170 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | NICOLE MOTTERSHEAD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SEASON WEST |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KIM SCHEARER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JENNIFER GEIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | TIM VARNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | PATRICK RAY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | ANDREW ESSIC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | JON GEIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | COURTNEY CHANNELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | JENNIFER TINDAL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | BRANDON SPEARS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VP OF GOLF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | VP OF MEMBERSHIP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | VP OF PROGRAMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | VP OF SPECIAL EVENTS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | MEMBER AT LARGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | MEMBER AT LARGE |
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| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 2000 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1500 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 77092 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 17972 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | CONSTRUCTION INDUSTRY EDUCATION & COLLABORATION |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 2032 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 117519 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | DURING THE FISCAL YEAR, CFMA CHARLOTTE HELD MEETINGS AND EDUCATIONAL PROGRAMS FOR MEMBERS OF THE CONSTRUCTION INDUSTRY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | CFMA CHARLOTTE DISTRIBUTED SCHOLARSHIPS TO STUDENTS INTENDING TO PURSUE A CAREER IN CONSTRUCTION AND CONSTRUCTION MANAGEMENT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 37500 |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
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| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 61211 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 54410 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 131265 |
| IRS990EZ/TotalRevenueAmt | 0 | 145869 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.CHARLOTTE.CFMA.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 5. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: INDIRECT SUPPORT:CFMA NATIONAL SUPP. AMOUNT: 7,000. DESCRIPTION: INDIRECT SUPPORT:COMDATA REBATE. AMOUNT: 1,587. DESCRIPTION: INDIRECT SUPPORT:CFMA CAROLINAS. AMOUNT: 9,344. DESCRIPTION: OTHER TYPES OF INCOME: MISCELLANEOUS. AMOUNT: 41. TOTAL TO FORM 990-EZ, LINE 8: 17,972. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: SOFTWARE/WEBSITE EXPENSES. AMOUNT: 1,213. DESCRIPTION: MEETING EXPENSES. AMOUNT: 28,821. DESCRIPTION: SPECIAL EVENT EXPENSES. AMOUNT: 40,907. DESCRIPTION: TRAVEL, CONFERENCES & MEETINGS. AMOUNT: 2,034. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 4,117. TOTAL TO FORM 990-EZ, LINE 16: 77,092. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 500. END OF YEAR AMOUNT: 0. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,500. END OF YEAR AMOUNT: 1,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 3,000. END OF YEAR AMOUNT: 3,000. DESCRIPTION: CREDIT CARD. BEG. OF YEAR AMOUNT: 1,770. END OF YEAR AMOUNT: 0. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 36,016. END OF YEAR AMOUNT: 27,500. DESCRIPTION: UNEARNED REVENUE. BEG. OF YEAR AMOUNT: 20,425. END OF YEAR AMOUNT: 23,910. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JENNIFER GEIS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7049431722 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-08-07 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CONSTRUCTION FINANCIAL MANAGEMENT |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | ASSOCIATION (CFMA) CHARLOTTE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CONS |
| ReturnHeader/Filer/EIN | 0 | 222761605 |
| ReturnHeader/Filer/PhoneNum | 0 | 7049431722 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 31222 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CHARLOTTE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28231 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 561434747 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | GREERWALKER LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 227 WEST TRADE ST SUITE 1100 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CHARLOTTE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 28202 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7043770239 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-08-07 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | SALLIE BETH DUSENBURY |
| ReturnHeader/ReturnTs | 0 | 2025-08-08T09:05:42-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-04-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-03-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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