Liabilities / Assets
85th percentile
Higher debt load relative to assets than 85% of similar nonprofits.
Construction Financial Management Association - Puget Sound Chapter
990EZ • Fiscal year 2019 • EIN 22-2761607
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.28x
Liabilities / Revenue
93rd percentile
Higher debt load relative to revenue than 93% of similar nonprofits.
Net Margin
13th percentile
Higher net margin than 13% of similar nonprofits.
Top Officer Pay
71st percentile
Higher top officer pay than 71% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
45th percentile
Faster asset growth than 45% of similar nonprofits.
Revenue Growth
30th percentile
Faster revenue growth than 30% of similar nonprofits.
Balance Sheet
Assets
Up$69,872
Up $412 (+0.6%) from 2018
Net Assets
Down$50,276
Down $10,393 (-17%) from 2018
Liabilities
Up$19,596
Up $10,805 (+123%) from 2018
Revenue And Expenses
Revenue
Down$47,682
Down $4,578 (-8.8%) from 2018
Expenses
Down$58,075
Down $5,403 (-8.5%) from 2018
Net Income
Up-$10,393
Up $825 (+7.4%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Apr 1, 2018 to Mar 31, 2019
- Signed
- Oct 3, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $82,005
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
| Description | Grants | Expenses |
|---|---|---|
| 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
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| GRACE PIZZEY | President | - | $0 | - | - |
| JIM WEBER | Vice President | - | $0 | - | - |
| BRIAN JOYCE | Treasurer | - | $0 | - | - |
| CJ MITCHELL | Secretary | - | $0 | - | - |
| STUART O'FARRELL | Director | - | $0 | - | - |
| CHRISTIAN GEISMANN | Director | - | $0 | - | - |
| TIM NIERMAN | Director | - | $0 | - | - |
| RYAN ANDERSON | Director | - | $0 | - | - |
| BRIAN GUTHRIE | Director | - | $0 | - | - |
| RHETT ENNIS | Director | - | $0 | - | - |
| KYLE DUCEY | Director | - | $0 | - | - |
| KEVIN JACOBS | Director | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Golf Tournament | $40,709 | $18,376 | $14,233 | $4,143 |
| Total Events | $40,709 | $18,376 | $34,323 | $-15,947 |
Political and Lobbying Activity
- In-house lobbying only
- Yes
Filing and Contact Details
Filer
- Filer Name
- Construction Financial Management
- EIN
- 22-2761607
- Phone
- 2066580848
- Address
- 9125 10TH AVENUE SOUTH, SEATTLE, WA 98108
Signing Officer
- Name
- Brian Joyce
- Title
- Treasurer
- Phone
- 2066580848
- Signed
- 2019-10-03
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Moss Adams Llp
- Address
- 2707 COLBY AVENUE SUITE 801, EVERETT, WA 98201-3510
- Preparer
- Colleen Ramires
- Phone
- 4252597227
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 24.”
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: other income. Amount: 90. Description: vendor rebates. Amount: 4,502. Total to form 990-ez, line 8: 4,592.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: scholarship. Grantee name: laura goodnight. Date of gift: 08/17/18. Amount given: 6,000.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: bank service charge. Amount: 1,072. Description: conferences, conventions, meetings. Amount: 24,747. Description: website design. Amount: 25. Description: other expenses. Amount: 1,374. Total to form 990-ez, line 16: 27,218.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: accounts receivable. Beg. Of year amount: 425. End of year amount: 2,110. Description: prepaid meeting expenses. Beg. Of year amount: 250. End of year amount: 2,250.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: deferred revenue. Beg. Of year amount: 6,555. End of year amount: 18,010. Description: accounts payable. Beg. Of year amount: 2,236. End of year amount: 1,586.”
Raw XML Appendix201 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/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WA |
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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/ExpenseAccountOtherAllwncAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | GRACE PIZZEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JIM WEBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | BRIAN JOYCE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | CJ MITCHELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | STUART O'FARRELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | CHRISTIAN GEISMANN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | TIM NIERMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | RYAN ANDERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | BRIAN GUTHRIE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | RHETT ENNIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | KYLE DUCEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | KEVIN JACOBS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 675 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 4360 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 27218 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 4592 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION'S PURPOSE IS TO SERVE THE MEMBERSHIP BY PROVIDING OPPORTUNITIES FOR NETWORKING AND EDUCATION RELATED TO THE CONSTRUCTION INDUSTRY. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 20965 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 34323 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | -10700 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 1 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 8791 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 19596 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 58075 |
| IRS990EZ/TotalRevenueAmt | 0 | 47682 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationOtherInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTP://PUGETSOUND.CFMA.ORG/HOME |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | 0 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | 1 |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 22333 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 22333 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 34323 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | GOLF TOURNAMENT |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 40709 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 40709 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 18376 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 18376 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | -15947 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 14233 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 14233 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt | 0 | 20090 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 20090 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 24. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: OTHER INCOME. AMOUNT: 90. DESCRIPTION: VENDOR REBATES. AMOUNT: 4,502. TOTAL TO FORM 990-EZ, LINE 8: 4,592. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: LAURA GOODNIGHT. DATE OF GIFT: 08/17/18. AMOUNT GIVEN: 6,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: BANK SERVICE CHARGE. AMOUNT: 1,072. DESCRIPTION: CONFERENCES, CONVENTIONS, MEETINGS. AMOUNT: 24,747. DESCRIPTION: WEBSITE DESIGN. AMOUNT: 25. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,374. TOTAL TO FORM 990-EZ, LINE 16: 27,218. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 425. END OF YEAR AMOUNT: 2,110. DESCRIPTION: PREPAID MEETING EXPENSES. BEG. OF YEAR AMOUNT: 250. END OF YEAR AMOUNT: 2,250. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 6,555. END OF YEAR AMOUNT: 18,010. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 2,236. END OF YEAR AMOUNT: 1,586. |
| 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 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| ReturnHeader/BuildTS | 0 | 2020-01-14 16:20:31Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BRIAN JOYCE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2066580848 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-10-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CONSTRUCTION FINANCIAL MANAGEMENT |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | ASSOCIATION - PUGET SOUND CHAPTER |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CONS |
| ReturnHeader/Filer/EIN | 0 | 222761607 |
| ReturnHeader/Filer/PhoneNum | 0 | 2066580848 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 9125 10TH AVENUE SOUTH |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SEATTLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 98108 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 21D6D88AA253EBC443F9931C9F869B6318C08854 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 50.35.118.54 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-10-03 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 19:32:51 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 910189318 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MOSS ADAMS LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2707 COLBY AVENUE SUITE 801 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | EVERETT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 982013510 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4252597227 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-10-03 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | COLLEEN RAMIRES |
| ReturnHeader/ReturnTs | 0 | 2019-10-09T13:24:11-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-04-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-03-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $69,872
- Liabilities
- $19,596
- Net assets
- $50,276
- Revenue
- $47,682
- Expenses
- $58,075
- Net income
- -$10,393