Civic Intelligence

Construction Mgmt Association of America Socal Chapter Foundation

990 • Fiscal year 2019 • EIN 27-3188583

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 04, 2020

PO Box 6778Huntington Beach, CA 92615

(213) 537-7071

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

78th percentile

21%

Faster asset growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

61%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$515,838

Up $90,001 (+21%) from 2018

Net Assets

Up

$515,838

Up $90,001 (+21%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$136,423

Up $51,629 (+61%) from 2018

Expenses

Up

$86,195

Up $10,942 (+15%) from 2018

Net Income

Up

$50,228

Up $40,687 (+426%) from 2018

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

2019

Assets$515,838
Liabilities$0
Net Assets$515,838

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

2019

Revenue$136,423
Expenses$86,195
Net Income$50,228
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 4, 2020
Return Version
2019v5.0
Gross Receipts
$695,795
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$273,754$380,662▲ $106,908
Cash and Non-Interest-Bearing Accounts$93,388$80,138▼ $13,250
Savings and Temporary Cash Investments$39,145$36,850▼ $2,295
Accounts Receivable$9,550$18,188▲ $8,638
Prepaid Expenses and Deferred Charges$10,000$0▼ $10,000
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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$425,837$515,838▲ $90,001
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$425,837$515,838▲ $90,001
Total Net Assets Fund Balance$425,837$515,838▲ $90,001
Total Liabilities and Net Assets / Fund Balance$425,837$515,838▲ $90,001
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$99,764
Program Service Revenue
$19,225
Investment Income
$17,434
Other Revenue
$0
All Other Contributions
$26,100
Change in Net Assets
$50,228
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$50,075
Grants and Similar Amounts Paid$36,120
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$36,120--$36,120
Fees for Services Accounting-$10,708-$10,708
All Other Expenses$3,750$3,213-$6,963
Other Expenses$10,783$4,952-$4,952
Advertising-$2,670-$2,670
Information Technology$124--$124
Total Functional Expenses$50,777$35,418$0$86,195
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$145,921
Fundraising Gross Income$145,921
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Awards Banquet$113,005$87,256$24,816$62,440
Golf Tournament$106,580$58,665$30,837$27,828
Total Events$219,585$145,921$145,921-
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 35% controlled entity
No
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 6778, HUNTINGTON BEACH, CA 92615

Signing Officer

Name
Darrin Lambrigger
Title
Treasurer
Signed
2020-08-04
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
14
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/PYTotalRevenueAmt084794
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt050228
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt039145
IRS990/SavingsAndTempCashInvstGrp/EOYAmt036850
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt093241
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt073728
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt082902
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0131186
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0167650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0548707
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08628
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016426
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08889
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06511
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05166
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt045620
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08628
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016426
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08889
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06511
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05166
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt045620
IRS990ScheduleA/InvestmentIncomeCYPct00.07680
IRS990ScheduleA/InvestmentIncomePYPct00.05990
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92320
IRS990ScheduleA/PublicSupportPY509Pct00.94010
IRS990ScheduleA/PublicSupportTotal509Amt0548707
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt093241
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073728
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt082902
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0131186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0167650
IRS990ScheduleA/Total509Grp/TotalAmt0548707
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0101869
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt090154
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt091791
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0137697
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0172816
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0594327
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt073664
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt025749
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt047915
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0145921
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AWARDS BANQUET
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0113005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0106580
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0219585
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt087256
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt058665
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0145921
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt055653
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt024816
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt030837
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt062440
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt027828
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt090268
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt020000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt116120
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP AWARDS TO STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1INTERNSHIP AWARDS TO STUDENT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt17
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/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CONSTRUCTION MGMT ASSOC OF AMERICA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0311504656
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROMOTE THE PROFESSION OF CONST. MGMT.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 41202
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LONG BEACH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd090853

Document Assets

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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