Civic Intelligence

Construction Financial Management Association (Cfma) Charlotte

990EZ • Fiscal year 2023 • EIN 22-2761605

Apr 01, 2022 to Mar 31, 2023 • Filed on Aug 10, 2023

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

93rd percentile

0.61x

Higher debt load relative to assets than 93% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

0.45x

Higher debt load relative to revenue than 92% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

48th percentile

0.5%

Higher net margin than 48% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

29th percentile

-11%

Faster asset growth than 29% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$111,080

Down $13,062 (-11%) from 2022

Net Assets

Up

$43,232

Up $816 (+1.9%) from 2022

Liabilities

Down

$67,848

Down $13,878 (-17%) from 2022

Revenue

Up

$151,942

Up $43,357 (+40%) from 2022

Expenses

Up

$151,127

Up $19,496 (+15%) from 2022

Net Income

Up

$815

Up $23,861 (+104%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$111,080
Liabilities$67,848
Net Assets$43,232

Operations Trend

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

2023

Revenue$151,942
Expenses$151,127
Net Income$815
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Aug 10, 2023
Return Version
2022v5.0
Gross Receipts
$151,942
Mission and Program Overview

Mission

Collaboration of construction industry

Construction industry education & collaboration

Program Services

DescriptionGrantsExpenses
CFMA CHARLOTTE DISTRIBUTED SCHOLARSHIPS TO STUDENTS INTENDING TO PURSUE A CAREER IN CONSTRUCTION AND CONSTRUCTION MANAGEMENT.$31,500$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

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER TINDALPresident-$0--
NICOLE MOTTERSHEADVice President-$0--
KIM SCHEARERSecretary-$0--
JENNIFER GEISTreasurer-$0--
BRANDON SPEARSPast President-$0--
TOWNER BLACKSTOCKVP Of Communication-$0--
DIANE JOSTVP Of Community Service-$0--
JAMES LIECHTYVP Of Education-$0--
SCOTT PELINVP Of Golf-$0--
CHAD ELBERTVP Of Membership-$0--
SEASON WESTVP Of Programs-$0--
JON GEISVP Of Special Events-$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
2023-08-10
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: indirect support:cfma national supp . Amount: 3,000. Description: indirect support:comdata rebate . Amount: 825. Description: indirect support:cfma carolinas . Amount: 8,907. Total to form 990-ez, line 8: 12,732.

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

Description: software/website expenses. Amount: 1,537. Description: meeting expenses. Amount: 18,222. Description: paypal service fees. Amount: 958. Description: special event expenses . Amount: 56,347. Description: travel, conferences & meetings . Amount: 3,705. Description: miscellaneous expenses . Amount: 4,617. Description: gifts . Amount: 4,666. Total to form 990-ez, line 16: 90,052.

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

Description: accounts receivable . Beg. Of year amount: 2,080. End of year amount: 60. Description: prepaid expenses . Beg. Of year amount: 1,000. End of year amount: 1,500.

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

Description: accrued expenses . Beg. Of year amount: 14,342. End of year amount: 15,000. Description: credit card . Beg. Of year amount: 3,856. End of year amount: 506. Description: accounts payable . Beg. Of year amount: 36,168. End of year amount: 26,517. Description: unearned revenue . Beg. Of year amount: 27,360. End of year amount: 25,825.

Raw XML Appendix181 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/BooksInCareOfDetail/PhoneNum07043320900
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0121063
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER TINDAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICOLE MOTTERSHEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM SCHEARER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER GEIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRANDON SPEARS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TOWNER BLACKSTOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DIANE JOST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JAMES LIECHTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SCOTT PELIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CHAD ELBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10SEASON WEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JON GEIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF COMMUNICATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF COMMUNITY SERVICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OF EDUCATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP OF GOLF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP OF PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP OF SPECIAL EVENTS
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt090052
IRS990EZ/OtherRevenueTotalAmt012732
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CONSTRUCTION INDUSTRY EDUCATION & COLLABORATION
IRS990EZ/PrintingPublicationsPostageAmt05818
IRS990EZ/ProgramServiceRevenueAmt0132660
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DURING THE FISCAL YEAR, CFMA CHARLOTTE HELD 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
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt131500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt067848
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0151127
IRS990EZ/TotalRevenueAmt0151942
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CHARLOTTE.CFMA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INDIRECT SUPPORT:CFMA NATIONAL SUPP . AMOUNT: 3,000. DESCRIPTION: INDIRECT SUPPORT:COMDATA REBATE . AMOUNT: 825. DESCRIPTION: INDIRECT SUPPORT:CFMA CAROLINAS . AMOUNT: 8,907. TOTAL TO FORM 990-EZ, LINE 8: 12,732.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SOFTWARE/WEBSITE EXPENSES. AMOUNT: 1,537. DESCRIPTION: MEETING EXPENSES. AMOUNT: 18,222. DESCRIPTION: PAYPAL SERVICE FEES. AMOUNT: 958. DESCRIPTION: SPECIAL EVENT EXPENSES . AMOUNT: 56,347. DESCRIPTION: TRAVEL, CONFERENCES & MEETINGS . AMOUNT: 3,705. DESCRIPTION: MISCELLANEOUS EXPENSES . AMOUNT: 4,617. DESCRIPTION: GIFTS . AMOUNT: 4,666. TOTAL TO FORM 990-EZ, LINE 16: 90,052.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE . BEG. OF YEAR AMOUNT: 2,080. END OF YEAR AMOUNT: 60. DESCRIPTION: PREPAID EXPENSES . BEG. OF YEAR AMOUNT: 1,000. END OF YEAR AMOUNT: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCRUED EXPENSES . BEG. OF YEAR AMOUNT: 14,342. END OF YEAR AMOUNT: 15,000. DESCRIPTION: CREDIT CARD . BEG. OF YEAR AMOUNT: 3,856. END OF YEAR AMOUNT: 506. DESCRIPTION: ACCOUNTS PAYABLE . BEG. OF YEAR AMOUNT: 36,168. END OF YEAR AMOUNT: 26,517. DESCRIPTION: UNEARNED REVENUE . BEG. OF YEAR AMOUNT: 27,360. END OF YEAR AMOUNT: 25,825.
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 II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER GEIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07049431722
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-10
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAULA P TILLEY
ReturnHeader/ReturnTs02023-08-15T09:53:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GEIS
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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