Civic Intelligence

Construction Financial Management Association (Cfma) Charlotte

990EZ • Fiscal year 2021 • EIN 22-2761605

Apr 01, 2020 to Mar 31, 2021 • Filed on Sep 15, 2021

Organization ProfileWWW.CHARLOTTE.CFMA.ORG
PO Box 31222Charlotte, NC 28231

(704) 943-1722

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.28x

Higher debt load relative to assets than 84% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

98th percentile

1.61x

Higher debt load relative to revenue than 98% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

2nd percentile

-283%

Higher net margin than 2% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

13th percentile

-21%

Faster asset growth than 13% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-90%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$90,596

Down $23,722 (-21%) from 2020

Net Assets

$65,462

No earlier filing loaded for comparison.

Liabilities

Up

$25,134

Up $25,134 from 2020

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin2nd percentile

Revenue

Down

$15,659

Down $146,513 (-90%) from 2020

Expenses

Down

$59,945

Down $63,364 (-51%) from 2020

Net Income

Down

-$44,286

Down $83,149 (-214%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $2,362Liabilities 2011: $02011Assets 2012: $9,383Liabilities 2012: $02012Assets 2013: $18,175Liabilities 2013: $02013Assets 2014: $43,680Liabilities 2014: $0Net Assets 2014: $43,6802014Assets 2015: $63,063Liabilities 2015: $0Net Assets 2015: $63,0632015Assets 2016: $63,957Liabilities 2016: $02016Assets 2017: $71,742Liabilities 2017: $02017Assets 2018: $94,306Liabilities 2018: $4,0852018Assets 2019: $104,867Liabilities 2019: $02019Assets 2020: $114,318Liabilities 2020: $02020Assets 2021: $90,596Liabilities 2021: $25,134Net Assets 2021: $65,4622021Assets 2022: $124,142Liabilities 2022: $81,726Net Assets 2022: $42,4162022Assets 2023: $111,080Liabilities 2023: $67,848Net Assets 2023: $43,2322023Assets 2024: $111,744Liabilities 2024: $61,211Net Assets 2024: $50,5332024Assets 2025: $119,547Liabilities 2025: $54,410Net Assets 2025: $65,1372025

Highlighted filing

2021

Assets$90,596
Liabilities$25,134
Net Assets$65,462
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $15,281Expenses 2011: $24,191Net Income 2011: -$8,9102011Revenue 2012: $40,575Expenses 2012: $33,554Net Income 2012: $7,0212012Revenue 2013: $37,354Expenses 2013: $28,562Net Income 2013: $8,7922013Revenue 2014: $86,204Expenses 2014: $60,699Net Income 2014: $25,5052014Revenue 2015: $108,226Expenses 2015: $88,843Net Income 2015: $19,3832015Revenue 2016: $89,273Expenses 2016: $88,379Net Income 2016: $8942016Revenue 2017: $110,270Expenses 2017: $102,485Net Income 2017: $7,7852017Revenue 2018: $124,022Expenses 2018: $105,543Net Income 2018: $18,4792018Revenue 2019: $166,026Expenses 2019: $124,409Net Income 2019: $41,6172019Revenue 2020: $162,172Expenses 2020: $123,309Net Income 2020: $38,8632020Revenue 2021: $15,659Expenses 2021: $59,945Net Income 2021: -$44,2862021Revenue 2022: $108,585Expenses 2022: $131,631Net Income 2022: -$23,0462022Revenue 2023: $151,942Expenses 2023: $151,127Net Income 2023: $8152023Revenue 2024: $136,942Expenses 2024: $129,641Net Income 2024: $7,3012024Revenue 2025: $145,869Expenses 2025: $131,265Net Income 2025: $14,6042025

Highlighted filing

2021

Revenue$15,659
Expenses$59,945
Net Income-$44,286
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Sep 15, 2021
Return Version
2020v4.1
Gross Receipts
$15,659
Mission and Program Overview

Mission

Collaboration of construction industry

Construction industry education & collaboration

Program Services

DescriptionGrantsExpenses
DURING THE FISCAL YEAR, CFMA CHARLOTTE HELD VIRTUAL MEETINGS AND EDUCATIONAL PROGRAMS FOR MEMBERS OF THE CONSTRUCTION INDUSTRY.$0$0
CFMA CHARLOTTE DISTRIBUTED SCHOLARSHIPS TO STUDENTS INTENDING TO PURSUE A CAREER IN CONSTRUCTION AND CONSTRUCTION MANAGEMENT.$0$0
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRANDON SPEARSPresident-$0--
JENNIFER TINDALVice President-$0--
VICKI HELMSMember At Large-$0--
JENNIFER NOLANDTreasurer-$0--
KIM SCHEARERSecretary-$0--
TOD CREECHVP Of Strategic Planning-$0--
SCOTT PELINVP Of Golf-$0--
COURTNEY CHANNELLVP Of Special Events-$0--
JOHN RYANVP Of Programs-$0--
CHAD ELBERTVP Of Membership-$0--
DIANE JOSTVP Of Community Service-$0--
TOWNER BLACKSTOCKVP Of Communication-$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 Tindal
Title
Vice President
Phone
7049431722
Signed
2021-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Greerwalker Llp
Address
227 WEST TRADE ST SUITE 1100, CHARLOTTE, NC 28202
Preparer
Paula P Tilley
Phone
7043770239
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: other income-ez . Amount: 5,239.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: other expenses-ez . Amount: 2,129. Description: 481(a) adjustment. Amount: 29,916. Total to form 990-ez, line 16: 32,045.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: prior period adjustment. Amount: -4,570.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: other assets-ez . Beg. Of year amount: 0. End of year amount: 3,960.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: deferred revenue . Beg. Of year amount: 0. End of year amount: 18,810. Description: accrued expenses. Beg. Of year amount: 0. End of year amount: 6,324.”

Raw XML Appendix179 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.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRANDON SPEARS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER TINDAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VICKI HELMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER NOLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIM SCHEARER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TOD CREECH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SCOTT PELIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7COURTNEY CHANNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOHN RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CHAD ELBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DIANE JOST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11TOWNER BLACKSTOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF STRATEGIC PLANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF GOLF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OF SPECIAL EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP OF PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP OF COMMUNITY SERVICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP OF COMMUNICATION
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherExpensesTotalAmt032045
IRS990EZ/OtherRevenueTotalAmt05239
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CONSTRUCTION INDUSTRY EDUCATION & COLLABORATION
IRS990EZ/ProgramServiceRevenueAmt020
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DURING THE FISCAL YEAR, CFMA CHARLOTTE HELD VIRTUAL MEETINGS AND EDUCATIONAL PROGRAMS FOR MEMBERS OF THE CONSTRUCTION INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CFMA CHARLOTTE DISTRIBUTED SCHOLARSHIPS TO STUDENTS INTENDING TO PURSUE A CAREER IN CONSTRUCTION AND CONSTRUCTION MANAGEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt025134
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt059945
IRS990EZ/TotalRevenueAmt015659
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CHARLOTTE.CFMA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OTHER INCOME-EZ . AMOUNT: 5,239.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER EXPENSES-EZ . AMOUNT: 2,129. DESCRIPTION: 481(A) ADJUSTMENT. AMOUNT: 29,916. TOTAL TO FORM 990-EZ, LINE 16: 32,045.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -4,570.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER ASSETS-EZ . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 3,960.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: DEFERRED REVENUE . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 18,810. DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6,324.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER TINDAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07049431722
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSTRUCTION FINANCIAL MANAGEMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION (CFMA) CHARLOTTE
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0222761605
ReturnHeader/Filer/PhoneNum07049431722
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 31222
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028231
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561434747
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREERWALKER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 WEST TRADE ST SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028202
ReturnHeader/PreparerPersonGrp/PhoneNum07043770239
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAULA P TILLEY
ReturnHeader/ReturnTs02021-09-23T13:01:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TINDAL
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,596
Liabilities
$25,134
Net assets
$65,462
Revenue
$15,659
Expenses
$59,945
Net income
-$44,286
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.20$0.54$0.65$1.46$1.31$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.61$0.51$1.37$1.30$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.68$0.43$1.52$1.51$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.82$0.42$1.09$1.32$0.23
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.25$0.65$0.16$0.60$0.44
2020Summary only. Only limited summary data is available for this year.$1.14$0.00$1.62$1.23$0.39
2019Summary only. Only limited summary data is available for this year.$1.05$0.00$1.66$1.24$0.42
2018Summary only. Only limited summary data is available for this year.$0.94$0.04$1.24$1.06$0.18
2017Summary only. Only limited summary data is available for this year.$0.72$0.00$1.10$1.02$0.08
2016Summary only. Only limited summary data is available for this year.$0.64$0.00$0.89$0.88$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.08$0.89$0.19
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.44$0.86$0.61$0.26
2013Summary only. Only limited summary data is available for this year.$0.18$0.00$0.37$0.29$0.09
2012Summary only. Only limited summary data is available for this year.$0.09$0.00$0.41$0.34$0.07
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.15$0.24$0.09