Civic Intelligence

Construction Financial Management Association - Puget Sound Chapter

990EZ • Fiscal year 2016 • EIN 22-2761607

Apr 01, 2015 to Mar 31, 2016 • Filed on Jul 30, 2016

2707 Colby Ave No 801Everett, WA 98201

(425) 258-5897

Siviq Scores

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

Liabilities / Assets

70th percentile

0.07x

Higher debt load relative to assets than 70% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

79th percentile

0.11x

Higher debt load relative to revenue than 79% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

57th percentile

4.9%

Higher net margin than 57% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

57th percentile

5.9%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

58th percentile

4.5%

Faster revenue growth than 58% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$74,149

Up $4,104 (+5.9%) from 2015

Net Assets

Up

$68,643

Up $2,417 (+3.6%) from 2015

Liabilities

Up

$5,506

Up $1,687 (+44%) from 2015

Revenue

Up

$48,944

Up $2,114 (+4.5%) from 2015

Expenses

Up

$46,527

Up $16,733 (+56%) from 2015

Net Income

Down

$2,417

Down $14,619 (-86%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $51,720Liabilities 2011: $1,3842011Assets 2012: $43,255Liabilities 2012: $2,0252012Assets 2013: $41,854Liabilities 2013: $3,200Net Assets 2013: $38,6542013Assets 2014: $53,146Liabilities 2014: $3,956Net Assets 2014: $49,1902014Assets 2015: $70,045Liabilities 2015: $3,819Net Assets 2015: $66,2262015Assets 2016: $74,149Liabilities 2016: $5,506Net Assets 2016: $68,6432016Assets 2017: $88,478Liabilities 2017: $16,591Net Assets 2017: $71,8872017Assets 2018: $69,460Liabilities 2018: $8,791Net Assets 2018: $60,6692018Assets 2019: $69,872Liabilities 2019: $19,596Net Assets 2019: $50,2762019Assets 2020: $96,347Liabilities 2020: $44,385Net Assets 2020: $51,9622020Assets 2021: $95,420Liabilities 2021: $33,925Net Assets 2021: $61,4952021Assets 2022: $166,225Liabilities 2022: $93,130Net Assets 2022: $73,0952022Assets 2023: $134,290Liabilities 2023: $6,500Net Assets 2023: $127,7902023Assets 2024: $130,367Liabilities 2024: $19,400Net Assets 2024: $110,9672024Assets 2025: $154,319Liabilities 2025: $28,492Net Assets 2025: $125,8272025

Highlighted filing

2016

Assets$74,149
Liabilities$5,506
Net Assets$68,643

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $28,985Expenses 2011: $37,656Net Income 2011: -$8,6712011Revenue 2012: $41,165Expenses 2012: $50,271Net Income 2012: -$9,1062012Revenue 2013: $27,645Expenses 2013: $30,221Net Income 2013: -$2,5762013Revenue 2014: $38,801Expenses 2014: $28,265Net Income 2014: $10,5362014Revenue 2015: $46,830Expenses 2015: $29,794Net Income 2015: $17,0362015Revenue 2016: $48,944Expenses 2016: $46,527Net Income 2016: $2,4172016Revenue 2017: $50,049Expenses 2017: $46,805Net Income 2017: $3,2442017Revenue 2018: $52,260Expenses 2018: $63,478Net Income 2018: -$11,2182018Revenue 2019: $47,682Expenses 2019: $58,075Net Income 2019: -$10,3932019Revenue 2020: $66,072Expenses 2020: $64,386Net Income 2020: $1,6862020Revenue 2021: $39,077Expenses 2021: $29,544Net Income 2021: $9,5332021Revenue 2022: $67,375Expenses 2022: $55,775Net Income 2022: $11,6002022Revenue 2023: $175,240Expenses 2023: $120,545Net Income 2023: $54,6952023Revenue 2024: $63,248Expenses 2024: $80,071Net Income 2024: -$16,8232024Revenue 2025: $72,333Expenses 2025: $57,473Net Income 2025: $14,8602025

Highlighted filing

2016

Revenue$48,944
Expenses$46,527
Net Income$2,417
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Jul 30, 2016
Return Version
2015v2.1
Gross Receipts
$70,487
Mission and Program Overview

Mission

The construction financial management association's purpose is to serve the membership by providing opportunities for networking and education related to the construction industry.

Program Services

DescriptionGrantsExpenses
CFMA is a professional and social organization that is dedicated to being the communications leader and premier source of education and information for those aspects of financial management unique to the construction industry.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cheryl NagelPresident-$0--
Clayton RogersVice President-$0--
Kevin JacobsTreasurer-$0--
Jim WeberSecretary-$0--
Suart O'FarrellDirector-$0--
Kevin MeabonDirector-$0--
TIM NIERMANDirector-$0--
Ryan AndersonDirector-$0--
Rhett EnnisDirector-$0--
Kyle DuceyDirector-$0--
Brian JoyceDirector-$0--
Grace PizzeyDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$38,160$21,410$3,147$18,263
Total Events$38,160$21,410$21,543$-133
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Construction Financial Management
EIN
22-2761607
Phone
4252585897
Address
2707 Colby Ave No 801, Everett, WA 98201

Signing Officer

Name
Kevin Jacobs
Title
Treasurer
Phone
4252585897
Signed
2016-07-30
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams LLP
Address
2707 Colby Avenue Suite 801, Everett, WA 98201-3510
Preparer
Glenn Wattum
Phone
4252597227
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Interest Income. Amount: 9.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: SCHOLARSHIPS. Grantee Name: Washington State University. Grantee Address: Attn: Scholarship Desk Pullman, WA 99164. Property Description: CASH. Amount Given: 3,500.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: ScholarshipS. Grantee Name: University of Washington. Grantee Address: PO Box 24967 Seattle, WA 98124. Property Description: Cash. Amount Given: 1,500.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Donation. Grantee Name: Construction for Change. Grantee Address: 335 Parkplace Center G119 Kirkland, WA 98033. Amount Given: 2,500. Total included on Form 990-EZ, line 10: 7,500.

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

Description: Bank service charge. Amount: 1,189. Description: Conferences, Conventions, Meetings. Amount: 24,935. Description: other expenses. Amount: 9. Total to Form 990-EZ, line 16: 26,133.

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

Description: Accounts Receivable. Beg. of Year Amount: 260. End of Year Amount: 155. Description: Prepaid meeting expenses. Beg. of Year Amount: 0. End of Year Amount: 250.

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

Description: Deferred Revenue. Beg. of Year Amount: 2,200. End of Year Amount: 959. Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 1,619. End of Year Amount: 2,797. Description: Prepaid Golf Registration. Beg. of Year Amount: 0. End of Year Amount: 1,750.

Form 990-EZ, Part V, Line 34

The bylaws were amended on April 14, 2015 for the following changes: - Associate members now have equal voting rights as general members - New board members are voted in by existing board, no through general meeting - The president's term changed from 3 years to 2 years - There is no longer term limitations for other members of the board, and - Electronic mails is now an acceptable form of mail"

Raw XML Appendix198 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/USAddress/CityNm0Everett
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Cheryl Nagel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Clayton Rogers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kevin Jacobs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jim Weber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Suart O'Farrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kevin Meabon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TIM NIERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Ryan Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Rhett Ennis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Kyle Ducey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Brian Joyce
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Grace Pizzey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1vice president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7dIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8dIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0260
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0405
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt026133
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION'S PURPOSE IS TO SERVE THE MEMBERSHIP BY PROVIDING OPPORTUNITIES FOR NETWORKING AND EDUCATION RELATED TO THE CONSTRUCTION INDUSTRY.
IRS990EZ/ProgramServiceRevenueAmt023855
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CFMA is a professional and social organization that is dedicated to being the communications leader and premier source of education and information for those aspects of financial management unique to the construction industry.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-133
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt046527
IRS990EZ/TotalRevenueAmt048944
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0http://www.pugetsoundcfma.com/
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt02500
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt02500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt016750
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt016750
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021543
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038160
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038160
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021410
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-133
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03147
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03147
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt015896
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt015896
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 9.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: SCHOLARSHIPS. Grantee Name: Washington State University. Grantee Address: Attn: Scholarship Desk Pullman, WA 99164. Property Description: CASH. Amount Given: 3,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: ScholarshipS. Grantee Name: University of Washington. Grantee Address: PO Box 24967 Seattle, WA 98124. Property Description: Cash. Amount Given: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: Donation. Grantee Name: Construction for Change. Grantee Address: 335 Parkplace Center G119 Kirkland, WA 98033. Amount Given: 2,500. Total included on Form 990-EZ, line 10: 7,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Bank service charge. Amount: 1,189. Description: Conferences, Conventions, Meetings. Amount: 24,935. Description: other expenses. Amount: 9. Total to Form 990-EZ, line 16: 26,133.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: Accounts Receivable. Beg. of Year Amount: 260. End of Year Amount: 155. Description: Prepaid meeting expenses. Beg. of Year Amount: 0. End of Year Amount: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: Deferred Revenue. Beg. of Year Amount: 2,200. End of Year Amount: 959. Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 1,619. End of Year Amount: 2,797. Description: Prepaid Golf Registration. Beg. of Year Amount: 0. End of Year Amount: 1,750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The bylaws were amended on April 14, 2015 for the following changes: - Associate members now have equal voting rights as general members - New board members are voted in by existing board, no through general meeting - The president's term changed from 3 years to 2 years - There is no longer term limitations for other members of the board, and - Electronic mails is now an acceptable form of mail"
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part II, Line 26 - Other Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part V, Line 34
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin Jacobs
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04252585897
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Construction Financial Management
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Association - Puget Sound Chapter
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0222761607
ReturnHeader/Filer/PhoneNum04252585897
ReturnHeader/Filer/USAddress/AddressLine1Txt02707 Colby Ave No 801
ReturnHeader/Filer/USAddress/CityNm0Everett
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Moss Adams LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02707 Colby Avenue Suite 801
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Everett
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0982013510
ReturnHeader/PreparerPersonGrp/PhoneNum04252597227
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Glenn Wattum
ReturnHeader/ReturnTs02016-08-05T15:52:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

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.$1.54$0.28$1.26$0.72$0.57$0.15
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.19$1.11$0.63$0.80$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.34$0.07$1.28$1.75$1.21$0.55
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.93$0.73$0.67$0.56$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.34$0.61$0.39$0.30$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.44$0.52$0.66$0.64$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.20$0.50$0.48$0.58$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.09$0.61$0.52$0.63$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.17$0.72$0.50$0.47$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.06$0.69$0.49$0.47$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.04$0.66$0.47$0.30$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.04$0.49$0.39$0.28$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.03$0.39$0.28$0.30$0.03
2012Summary only. Only limited summary data is available for this year.$0.43$0.02$0.41$0.50$0.09
2011Summary only. Only limited summary data is available for this year.$0.52$0.01$0.29$0.38$0.09