Civic Intelligence

Construction Financial Management Association

990EZ • Fiscal year 2022 • EIN 22-2766419

Apr 01, 2021 to Mar 31, 2022 • Filed on Jun 06, 2022

Organization ProfileWWW.CFMA.ORG/PIEDMONT
5358 Poole RoadArchdale, NC 27263

(336) 461-5852

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

45th percentile

0.00x

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

19th percentile

-20%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

584%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$31,730

Down $7,718 (-20%) from 2021

Net Assets

Down

$31,730

Down $7,718 (-20%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin26th percentile

Revenue

Up

$69,152

Up $59,044 (+584%) from 2021

Expenses

Up

$76,870

Up $62,354 (+430%) from 2021

Net Income

Down

-$7,718

Down $3,310 (-75%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$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

2022

Assets$31,730
Liabilities$0
Net Assets$31,730
Open 2022 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$69,152
Expenses$76,870
Net Income-$7,718
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Jun 6, 2022
Return Version
2021v4.0
Gross Receipts
$69,152
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.-$64,341
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.-$12,530
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COURTNEY COKERPresident-$0--
HEATHER ROUSEVice 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
2022-06-06
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Description;Amount^REBATES;865|CFMA NATIONAL STAR PROGRAM;900|ANNUAL CONFERENCE REGISTRATION FEES;30107|SPONSORSHIPS;34150^Total;66022^”

Form 990-EZ, Part I, Line 16

“Description;Amount^ANNUAL CONFERENCE HOTEL COST;22829|ANNUAL CONFERENCE AND MEETING SPEAKER FEES;11990|PAYPAL FEES;939|CONFERENCE PROFIT ALLOCATION TO CHARLOTTE AND RALEIGH CHAPTERS;6000|DONATIONS;5000|SUPPLIES;2152|STRATEGIC PLANNING EXPENSES;1089^Total;49999^”

Raw XML Appendix120 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/BenefitsPaidToOrForMembersAmt04290
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/BOYAmt039448
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031730
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03130
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7718
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt018920
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039448
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031730
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt069152
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039448
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031730
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039448
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031730
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
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/PersonNm0COURTNEY COKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEATHER ROUSE
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/OtherExpensesTotalAmt049999
IRS990EZ/OtherRevenueTotalAmt066022
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/PrintingPublicationsPostageAmt03661
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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064341
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112530
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt076870
IRS990EZ/TotalProgramServiceExpensesAmt076871
IRS990EZ/TotalRevenueAmt069152
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CFMA.ORG/PIEDMONT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^REBATES;865|CFMA NATIONAL STAR PROGRAM;900|ANNUAL CONFERENCE REGISTRATION FEES;30107|SPONSORSHIPS;34150^Total;66022^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^ANNUAL CONFERENCE HOTEL COST;22829|ANNUAL CONFERENCE AND MEETING SPEAKER FEES;11990|PAYPAL FEES;939|CONFERENCE PROFIT ALLOCATION TO CHARLOTTE AND RALEIGH CHAPTERS;6000|DONATIONS;5000|SUPPLIES;2152|STRATEGIC PLANNING EXPENSES;1089^Total;49999^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Luke Estola
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03364315852
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-06
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/ReturnTs02022-06-30T09:13:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-04-01
ReturnHeader/TaxPeriodEndDt02022-03-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,730
Liabilities
$0
Net assets
$31,730
Revenue
$69,152
Expenses
$76,870
Net income
-$7,718
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