Civic Intelligence

Construction Financial Management Association

EIN 22-2766419 • 501(c)6 • Archdale, NC

Profile

To provide an association dedicated to serving the educational needs of construction financial professionals. The piedmont chapter provides an opportunity for financial professionals in the construction industry to exchange ideas, network with other professionals and stay current on matters affecting the construction industry.

5358 Poole RoadArchdale, NC 27263

www.cfma.org/PIEDMONT

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

52nd percentile

1.7%

Higher net margin than 52% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

62nd percentile

5.0%

Faster asset growth than 62% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

63rd percentile

8.8%

Faster revenue growth than 63% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$40,963

Up $1,951 (+5.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$40,963

Up $1,951 (+5.0%) from 2024

Operations
Liabilities / Revenue50th percentileNet Margin52nd percentile

Revenue

Up

$117,661

Up $9,501 (+8.8%) from 2024

Expenses

Up

$115,710

Up $11,349 (+11%) from 2024

Net Income

Down

$1,951

Down $1,848 (-49%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2014: $19,408Liabilities 2014: $02014Assets 2015: $21,610Liabilities 2015: $02015Assets 2016: $23,177Liabilities 2016: $02016Assets 2017: $28,407Liabilities 2017: $2,0532017Assets 2018: $41,461Liabilities 2018: $9,6662018Assets 2019: $35,128Liabilities 2019: $0Net Assets 2019: $35,1282019Assets 2020: $43,856Liabilities 2020: $0Net Assets 2020: $43,8562020Assets 2021: $39,448Liabilities 2021: $0Net Assets 2021: $39,4482021Assets 2022: $31,730Liabilities 2022: $0Net Assets 2022: $31,7302022Assets 2023: $35,213Liabilities 2023: $0Net Assets 2023: $35,2132023Assets 2024: $39,012Liabilities 2024: $0Net Assets 2024: $39,0122024Assets 2025: $40,963Liabilities 2025: $0Net Assets 2025: $40,9632025

Highlighted filing

2025

Assets$40,963
Liabilities$0
Net Assets$40,963
Open 2025 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $54,989Expenses 2014: $53,839Net Income 2014: $1,1502014Revenue 2015: $60,709Expenses 2015: $58,507Net Income 2015: $2,2022015Revenue 2016: $68,615Expenses 2016: $67,048Net Income 2016: $1,5672016Revenue 2017: $70,506Expenses 2017: $67,329Net Income 2017: $3,1772017Revenue 2018: $72,701Expenses 2018: $67,260Net Income 2018: $5,4412018Revenue 2019: $77,282Expenses 2019: $73,949Net Income 2019: $3,3332019Revenue 2020: $81,054Expenses 2020: $72,326Net Income 2020: $8,7282020Revenue 2021: $10,108Expenses 2021: $14,516Net Income 2021: -$4,4082021Revenue 2022: $69,152Expenses 2022: $76,870Net Income 2022: -$7,7182022Revenue 2023: $90,257Expenses 2023: $86,774Net Income 2023: $3,4832023Revenue 2024: $108,160Expenses 2024: $104,361Net Income 2024: $3,7992024Revenue 2025: $117,661Expenses 2025: $115,710Net Income 2025: $1,9512025

Highlighted filing

2025

Revenue$117,661
Expenses$115,710
Net Income$1,951
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,963
Liabilities
$0
Net assets
$40,963
Revenue
$117,661
Expenses
$115,710
Net income
$1,951
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$1.18$1.16$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.08$1.04$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.90$0.87$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.69$0.77$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.10$0.15$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.81$0.72$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.77$0.74$0.03
2018Summary only. Only limited summary data is available for this year.$0.41$0.10$0.73$0.67$0.05
2017Summary only. Only limited summary data is available for this year.$0.28$0.02$0.71$0.67$0.03
2016Summary only. Only limited summary data is available for this year.$0.23$0.00$0.69$0.67$0.02
2015Summary only. Only limited summary data is available for this year.$0.22$0.00$0.61$0.59$0.02
2014Summary only. Only limited summary data is available for this year.$0.19$0.00$0.55$0.54$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
May 29, 2025
Return Version
2024v5.0
Gross Receipts
$117,661
Mission and Program Overview

Mission

To provide an association dedicated to serving the educational needs of construction financial professionals. The piedmont chapter provides an opportunity for financial professionals in the construction industry to exchange ideas, network with other professionals and stay current on matters affecting the construction industry.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION HOLDS AN ANNUAL CONFERENCE WHERE PARTICIPANTS WORKING IN OR WITH THE CONSTRUCTION INDUSTRY ARE PRESENTED VARIOUS EDUCATIONAL TOPICS OF INTEREST TO INDUSTRY FINANCIAL PROFESSIONALS.--
BI-MONTHLY CHAPTER MEETINGS ARE HELD TO PROVIDE NETWORKING AND EDUCATIONAL OPPORTUNITIES FOR FINANCIAL PROFESSIONALS WORKING IN THE CONSTRUCTION INDUSTRY OR FOR ASSOCIATE MEMBERS SUPPORTING THAT INDUSTRY.--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER ROUSEPresident-$0--
MARY ELLEN PRANCEVice President-$0--
LUKE ESTOLATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Construction Financial Management Association
EIN
22-2766419
Phone
3364615852
Address
5358 Poole Road, Archdale, NC 27263

Signing Officer

Name
Luke Estola
Title
Treasurer
Phone
3364315852
Signed
2025-05-29
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Description;Amount^REBATES;1248|CONFERENCE REGISTRATIONS;47663|CONFERENCE SPONSORSHIPS;61850|CFMA NATIONAL STAR PROGRAM;1740^Total;112501^”

Form 990-EZ, Part I, Line 10

“Monetary donation to samaritan's purse”

Form 990-EZ, Part I, Line 16

“Description;Amount^CREDIT CARD FEES;2264|STRATEGIC PLANNING EXPENSES;2160|ANNUAL CONFERENCE SUPPLIES;7088|ANNUAL CONFERENCE HOTEL COSTS;30476|ANNUAL CONFERENCE SPEAKER FEES;5801|ANNUAL CONFERENCE PROFIT SHARE TO RALEIGH AND CHARLOTTE;13323^Total;61112^”

Raw XML Appendix117 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt05602
IRS990EZ/BooksInCareOfDetail/PersonNm0LUKE ESTOLA
IRS990EZ/BooksInCareOfDetail/PhoneNum03364315852
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05358 POOLE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ARCHDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027263
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039012
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040963
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt05160
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt01951
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt024529
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039012
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040963
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0117661
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039012
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040963
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039012
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040963
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER ROUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY ELLEN PRANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LUKE ESTOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt061112
IRS990EZ/OtherRevenueTotalAmt0112501
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE AN ASSOCIATION DEDICATED TO SERVING THE EDUCATIONAL NEEDS OF CONSTRUCTION FINANCIAL PROFESSIONALS. THE PIEDMONT CHAPTER PROVIDES AN OPPORTUNITY FOR FINANCIAL PROFESSIONALS IN THE CONSTRUCTION INDUSTRY TO EXCHANGE IDEAS, NETWORK WITH OTHER PROFESSIONALS AND STAY CURRENT ON MATTERS AFFECTING THE CONSTRUCTION INDUSTRY.
IRS990EZ/PrintingPublicationsPostageAmt04467
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION HOLDS AN ANNUAL CONFERENCE WHERE PARTICIPANTS WORKING IN OR WITH THE CONSTRUCTION INDUSTRY ARE PRESENTED VARIOUS EDUCATIONAL TOPICS OF INTEREST TO INDUSTRY FINANCIAL PROFESSIONALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BI-MONTHLY CHAPTER MEETINGS ARE HELD TO PROVIDE NETWORKING AND EDUCATIONAL OPPORTUNITIES FOR FINANCIAL PROFESSIONALS WORKING IN THE CONSTRUCTION INDUSTRY OR FOR ASSOCIATE MEMBERS SUPPORTING THAT INDUSTRY.
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0115710
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0117661
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CFMA.ORG/PIEDMONT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^REBATES;1248|CONFERENCE REGISTRATIONS;47663|CONFERENCE SPONSORSHIPS;61850|CFMA NATIONAL STAR PROGRAM;1740^Total;112501^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MONETARY DONATION TO SAMARITAN'S PURSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^CREDIT CARD FEES;2264|STRATEGIC PLANNING EXPENSES;2160|ANNUAL CONFERENCE SUPPLIES;7088|ANNUAL CONFERENCE HOTEL COSTS;30476|ANNUAL CONFERENCE SPEAKER FEES;5801|ANNUAL CONFERENCE PROFIT SHARE TO RALEIGH AND CHARLOTTE;13323^Total;61112^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Luke Estola
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03364315852
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0222766419
ReturnHeader/Filer/PhoneNum03364615852
ReturnHeader/Filer/USAddress/AddressLine1Txt05358 Poole Road
ReturnHeader/Filer/USAddress/CityNm0Archdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027263
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-06-02T11:00:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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