Civic Intelligence

Construction Mgmt Association of America Socal Chapter Foundation

990 • Fiscal year 2017 • EIN 27-3188583

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 29, 2018

PO Box 41202Long Beach, CA 90853

(213) 537-7071

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-32%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$467,052

Up $48,747 (+12%) from 2016

Net Assets

Up

$464,388

Up $46,513 (+11%) from 2016

Liabilities

Up

$2,664

Up $2,234 (+520%) from 2016

Revenue

Down

$90,287

Down $43,414 (-32%) from 2016

Expenses

Up

$75,232

Up $11,263 (+18%) from 2016

Net Income

Down

$15,055

Down $54,677 (-78%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $192,032Liabilities 2011: $122,467Net Assets 2011: $69,5652011Assets 2012: $135,575Liabilities 2012: $800Net Assets 2012: $134,7752012Assets 2013: $193,672Liabilities 2013: $14,395Net Assets 2013: $179,2772013Assets 2014: $250,415Liabilities 2014: $2,995Net Assets 2014: $247,4202014Assets 2015: $340,186Liabilities 2015: $975Net Assets 2015: $339,2112015Assets 2016: $418,305Liabilities 2016: $430Net Assets 2016: $417,8752016Assets 2017: $467,052Liabilities 2017: $2,664Net Assets 2017: $464,3882017Assets 2018: $425,837Liabilities 2018: $0Net Assets 2018: $425,8372018Assets 2019: $515,838Liabilities 2019: $0Net Assets 2019: $515,8382019Assets 2020: $638,508Liabilities 2020: $21,000Net Assets 2020: $617,5082020Assets 2021: $798,814Liabilities 2021: $0Net Assets 2021: $798,8142021Assets 2022: $1,075,403Liabilities 2022: $193,802Net Assets 2022: $881,6012022Assets 2023: $1,012,901Liabilities 2023: $1,346Net Assets 2023: $1,011,5552023Assets 2024: $1,153,894Liabilities 2024: $0Net Assets 2024: $1,153,8942024

Highlighted filing

2017

Assets$467,052
Liabilities$2,664
Net Assets$464,388

Operations Trend

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

$400K$300K$200K$100K$0Expenses 2011: $65,2512011Expenses 2012: $42,2722012Revenue 2013: $103,856Expenses 2013: $59,354Net Income 2013: $44,5022013Revenue 2014: $126,989Expenses 2014: $58,846Net Income 2014: $68,1432014Revenue 2015: $172,299Expenses 2015: $67,400Net Income 2015: $104,8992015Revenue 2016: $133,701Expenses 2016: $63,969Net Income 2016: $69,7322016Revenue 2017: $90,287Expenses 2017: $75,232Net Income 2017: $15,0552017Revenue 2018: $84,794Expenses 2018: $75,253Net Income 2018: $9,5412018Revenue 2019: $136,423Expenses 2019: $86,195Net Income 2019: $50,2282019Revenue 2020: $124,981Expenses 2020: $59,926Net Income 2020: $65,0552020Revenue 2021: $276,892Expenses 2021: $95,337Net Income 2021: $181,5552021Revenue 2022: $191,939Expenses 2022: $109,152Net Income 2022: $82,7872022Revenue 2023: $290,296Expenses 2023: $160,342Net Income 2023: $129,9542023Revenue 2024: $309,153Expenses 2024: $166,814Net Income 2024: $142,3392024

Highlighted filing

2017

Revenue$90,287
Expenses$75,232
Net Income$15,055
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 29, 2018
Return Version
2017v2.2
Gross Receipts
$283,379
Mission and Program Overview

Mission

Construction management association of america southern california chapter foundation's mission is to award scholarships, travel stipends or other forms of assistance to students undertaking courses in the area of construction management.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$259,822$295,566▲ $35,744
Prepaid Expenses and Deferred Charges$13,196$48,295▲ $35,099
Cash and Non-Interest-Bearing Accounts$80,181$42,326▼ $37,855
Savings and Temporary Cash Investments$40,356$41,315▲ $959
Pledges and Grants Receivable$20,000$30,000▲ $10,000
Accounts Receivable$4,750$9,550▲ $4,800
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$418,305$467,052▲ $48,747
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$2,664-
Other Liabilities$430--
Total Liabilities$430$2,664▲ $2,234
Net Assets / Fund Balance
Unrestricted Net Assets$417,875$464,388▲ $46,513
Total Net Assets Fund Balance$417,875$464,388▲ $46,513
Total Liabilities and Net Assets / Fund Balance$418,305$467,052▲ $48,747
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael McalpinePresident
Brett BarnettDirector
Bruce RisleyDirector
Darrin LambriggerDirector
Joseph SeiboldDirector
Lisa SachsDirector
Michael BakerDirector
Richard PanosDirector
Tess Da SilvaDirector
Gary CardamoneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$82,902
Program Service Revenue
$0
Investment Income
$7,385
Other Revenue
$0
All Other Contributions
$41,315
Change in Net Assets
$15,055
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$52,900
Other Expenses$22,332
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$52,900--$52,900
Fees for Services Accounting-$11,169-$11,169
Travel$2,844--$2,844
Information Technology$619--$619
Other Expenses-$191-$191
All Other Expenses-$50-$50
Advertising-$26-$26
Total Functional Expenses$56,363$18,869$0$75,232
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$169,598
Fundraising Gross Income$169,598
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Awards Banquet$129,090$115,796$50,012$65,784
Golf Tournament$82,095$53,802$31,680$22,122
Total Events$211,185$169,598$169,598-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Finance committee meetings are held quarterly to review financial statements and tax filings. The board of directors is advised of annual filings and the governing body of the board is supplied with copies of returns for review before filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Officers and directors are annually required to sign an agreement which includes a conflict of interest policy.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organization's financial statements, policies and governing documents are on its ftp site and can be made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Construction Management Association of
EIN
27-3188583
Phone
2135377071
Address
PO BOX 41202, LONG BEACH, CA 90853

Signing Officer

Name
Gary Cardamone
Title
Treasurer
Signed
2018-10-29
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Hutchinson and Bloodgood Llp
Address
550 N BRAND BLVD 14th Floor, GLENDALE, CA 91203
Preparer
Jenny Chen
Phone
8186375000
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt020000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt030000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013196
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt048295
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0120883
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt034100
IRS990/PYInvestmentIncomeAmt02001
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt029869
IRS990/PYOtherRevenueAmt0514
IRS990/PYProgramServiceRevenueAmt010303
IRS990/PYRevenuesLessExpensesAmt069732
IRS990/PYTotalExpensesAmt063969
IRS990/PYTotalRevenueAmt0133701
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt015055
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt040356
IRS990/SavingsAndTempCashInvstGrp/EOYAmt041315
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt082902
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0131186
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0167650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0126890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0103829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0612457
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08889
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06511
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05166
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt099
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt020692
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08889
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06511
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05166
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt099
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt020692
IRS990ScheduleA/InvestmentIncomeCYPct00.03270
IRS990ScheduleA/InvestmentIncomePYPct00.01820
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96730
IRS990ScheduleA/PublicSupportPY509Pct00.98180
IRS990ScheduleA/PublicSupportTotal509Amt0612457
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082902
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0131186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0167650
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0126890
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0103829
IRS990ScheduleA/Total509Grp/TotalAmt0612457
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt091791
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0137697
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0172816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0126989
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0103856
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0633149
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt041587
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt013294
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt028293
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0169598
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AWARDS BANQUET
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0129090
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt082095
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0211185
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0115796
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt053802
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0169598
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt081692
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt050012
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt031680
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt065784
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt022122
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt087906
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt026500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt126400
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP AWARDS TO STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1INTERNSHIP AWARDS TO STUDENT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt16
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FINANCE COMMITTEE MEETINGS ARE HELD QUARTERLY TO REVIEW FINANCIAL STATEMENTS AND TAX FILINGS. THE BOARD OF DIRECTORS IS ADVISED OF ANNUAL FILINGS AND THE GOVERNING BODY OF THE BOARD IS SUPPLIED WITH COPIES OF RETURNS FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS AND DIRECTORS ARE ANNUALLY REQUIRED TO SIGN AN AGREEMENT WHICH INCLUDES A CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S FINANCIAL STATEMENTS, POLICIES AND GOVERNING DOCUMENTS ARE ON ITS FTP SITE AND CAN BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.31$0.17$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.29$0.16$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.19$0.88$0.19$0.11$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.28$0.10$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.02$0.62$0.12$0.06$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.14$0.09$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.08$0.08$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.46$0.09$0.08$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.13$0.06$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.17$0.07$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.13$0.06$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.19$0.01$0.18$0.10$0.06$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.00$0.13$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.12$0.07$0.07