Civic Intelligence

Construction Financial Management

EIN 33-0149748 • 501(c)6 • San Diego, CA

Profile

The organization's primary exempt purpose is the presentation of educational meetings.

550 West C Street No 1700San Diego, CA 92101

cafe.cfma.org/SANDIEGOCA/HOME

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 2015

Liabilities / Revenue

50th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

25th percentile

-15%

Higher net margin than 25% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

34th percentile

-10%

Faster asset growth than 34% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

80th percentile

25%

Faster revenue growth than 80% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$22,430

Down $2,549 (-10%) from 2014

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$22,430

Down $2,549 (-10%) from 2014

Operations
Liabilities / Revenue50th percentileNet Margin25th percentile

Revenue

Up

$16,516

Up $3,348 (+25%) from 2014

Expenses

Up

$19,065

Up $8,027 (+73%) from 2014

Net Income

Down

-$2,549

Down $4,679 (-220%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$30K$20K$10K$0Assets 2012: $22,296Liabilities 2012: $630Net Assets 2012: $21,6662012Assets 2013: $22,849Liabilities 2013: $0Net Assets 2013: $22,8492013Assets 2014: $24,979Net Assets 2014: $24,9792014Assets 2015: $22,430Liabilities 2015: $0Net Assets 2015: $22,4302015

Highlighted filing

2015

Assets$22,430
Liabilities$0
Net Assets$22,430
Open 2015 Filing

Operations Trend

Revenue Growth80th percentile

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

$30K$20K$10K$0-$10KRevenue 2012: $18,826Expenses 2012: $28,593Net Income 2012: -$9,7672012Revenue 2013: $11,735Expenses 2013: $10,552Net Income 2013: $1,1832013Revenue 2014: $13,168Expenses 2014: $11,038Net Income 2014: $2,1302014Revenue 2015: $16,516Expenses 2015: $19,065Net Income 2015: -$2,5492015

Highlighted filing

2015

Revenue$16,516
Expenses$19,065
Net Income-$2,549
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,430
Liabilities
$0
Net assets
$22,430
Revenue
$16,516
Expenses
$19,065
Net income
-$2,549
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$16.5$19.1$2.55
2014Detailed filing. Detailed filing data is available for this year.$25.0$25.0$13.2$11.0$2.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.8$0.00$22.8$11.7$10.6$1.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.3$0.63$21.7$18.8$28.6$9.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Feb 9, 2016
Return Version
2014v6.0
Gross Receipts
$25,207
Mission and Program Overview

Mission

The organization's primary exempt purpose is the presentation of educational meetings.

Program Services

DescriptionGrantsExpenses
CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION OFFERS 8-12 EDUCATIONAL PROGRAMS TO FINANCIAL MANAGERS PER YEAR. THE ASSOCIATION ALSO SPONSORS AN ANNUAL GOLF TOURNAMENT, AN ANNUAL TRAINING SEMINAR, THE PUBLICATION OF A COMPENSATION SURVEY AND OTHER ACTIVITIES THAT FURTHER THE PROFESSIONAL INTEREST OF CONSTRUCTION MANAGERS. THERE WERE ROUGHLY 83 MEMBERS AT MARCH 31, 2015.$0$13,049
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA HITTPresident-$0--
LYNN HANSONVice President-$0--
CATHE YOUNGSecretary-$0--
GREG SALLEETreasurer-$0--
CLAIRE O'MEARADirector-$0--
TANNER EVENRUDDirector-$0--
JASON ROBINDirector-$0--
MANDY IRVINEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Construction Financial Management
EIN
33-0149748
Phone
6192827366
Address
550 WEST C STREET NO 1700, SAN DIEGO, CA 92101

Signing Officer

Name
Greg Sallee
Title
Treasurer
Phone
6192827366
Signed
2016-02-09
Discuss with paid preparer
Yes

Preparer

Firm
Gatto Pope & Walwick Llp
Address
550 WEST C STREET SUITE 1700, SAN DIEGO, CA 92101-3568
Preparer
Gregory D Sallee
Phone
6192827366
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 3.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community service. Grantee name: jewish community foundation of orange county. Grantee address: 1 federation way #200 irvine, ca 92603. Grantee relationship: not related. Property description: cash. Date of gift: 10/13/14. Amount given: 500.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: educational programs. Amount: 13,049. Description: bank fees. Amount: 78. Description: board meetings. Amount: 1,376. Description: supplies. Amount: 1,375. Description: taxes and licenses. Amount: 237. Total to form 990-ez, line 16: 16,115.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 630. End of year amount: 510.”

Raw XML Appendix147 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GREG SALLEE
IRS990EZ/BooksInCareOfDetail/PhoneNum06192827366
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0550 WEST C STREET SUITE 1700
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092101
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA HITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LYNN HANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CATHE YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GREG SALLEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CLAIRE O'MEARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TANNER EVENRUD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JASON ROBIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MANDY IRVINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt0510
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt016115
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS THE PRESENTATION OF EDUCATIONAL MEETINGS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION OFFERS 8-12 EDUCATIONAL PROGRAMS TO FINANCIAL MANAGERS PER YEAR. THE ASSOCIATION ALSO SPONSORS AN ANNUAL GOLF TOURNAMENT, AN ANNUAL TRAINING SEMINAR, THE PUBLICATION OF A COMPENSATION SURVEY AND OTHER ACTIVITIES THAT FURTHER THE PROFESSIONAL INTEREST OF CONSTRUCTION MANAGERS. THERE WERE ROUGHLY 83 MEMBERS AT MARCH 31, 2015.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013049
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TotalRevenueAmt016516
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CAFE.CFMA.ORG/SANDIEGOCA/HOME
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY. GRANTEE ADDRESS: 1 FEDERATION WAY #200 IRVINE, CA 92603. GRANTEE RELATIONSHIP: NOT RELATED. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/13/14. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: EDUCATIONAL PROGRAMS. AMOUNT: 13,049. DESCRIPTION: BANK FEES. AMOUNT: 78. DESCRIPTION: BOARD MEETINGS. AMOUNT: 1,376. DESCRIPTION: SUPPLIES. AMOUNT: 1,375. DESCRIPTION: TAXES AND LICENSES. AMOUNT: 237. TOTAL TO FORM 990-EZ, LINE 16: 16,115.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 630. END OF YEAR AMOUNT: 510.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG SALLEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06192827366
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSTRUCTION FINANCIAL MANAGEMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION OF SAN DIEGO CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0330149748
ReturnHeader/Filer/PhoneNum06192827366
ReturnHeader/Filer/USAddress/AddressLine1Txt0550 WEST C STREET NO 1700
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330371564
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GATTO POPE & WALWICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 WEST C STREET SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921013568
ReturnHeader/PreparerPersonGrp/PhoneNum06192827366
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY D SALLEE
ReturnHeader/ReturnTs02016-02-10T14:03:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-04-01
ReturnHeader/TaxPeriodEndDt02015-03-31
ReturnHeader/TaxYr02014

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