Liabilities / Assets
80th percentile
Higher debt load relative to assets than 80% of similar nonprofits.
Construction Financial Management Association
990EZ • Fiscal year 2015 • EIN 33-0187237
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.19x
Liabilities / Revenue
86th percentile
Higher debt load relative to revenue than 86% of similar nonprofits.
Net Margin
83rd percentile
Higher net margin than 83% of similar nonprofits.
Top Officer Pay
69th percentile
Higher top officer pay than 69% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
87th percentile
Faster asset growth than 87% of similar nonprofits.
Revenue Growth
77th percentile
Faster revenue growth than 77% of similar nonprofits.
Balance Sheet
Assets
Up$84,335
Up $23,496 (+39%) from 2014
Net Assets
Up$68,140
Up $13,881 (+26%) from 2014
Liabilities
Up$16,195
Up $9,615 (+146%) from 2014
Revenue And Expenses
Revenue
Up$73,501
Up $10,296 (+16%) from 2014
Expenses
Down$59,444
Down $4,944 (-7.7%) from 2014
Net Income
Up$14,057
Up $15,240 (+1288%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Apr 1, 2014 to Mar 31, 2015
- Signed
- Jul 30, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $73,501
Mission and Program Overview
Mission
Mission is to provide a forum to construction financial professionals to share information helping them further their careers.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| EDUCATIONAL PROGRAMS AND MEMBER EVENTS | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| THERESA TATE | President | - | $0 | - | - |
| STEVE SPEARS | Treasurer | - | $0 | - | - |
| WICK ZIMMERMAN | Vice President | - | $0 | - | - |
| TRAVIS FOTH | Secretary | - | $0 | - | - |
| ERIK DICKERSON | Director | - | $0 | - | - |
| CHRISTOPHER GEWAIN | Director | - | $0 | - | - |
| STEVE RUELAS | Director | - | $0 | - | - |
| PAM HUMMEL | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Construction Financial Management Association
- EIN
- 33-0187237
- Phone
- 9492214000
- Address
- 2040 MAIN STREET NO 900, IRVINE, CA 92614
Signing Officer
- Name
- Theresa Tate
- Title
- Officer
- Phone
- 9492214014
- Signed
- 2015-07-30
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Moss Adams Llp
- Address
- 2040 MAIN STREET SUITE 900, IRVINE, CA 92614
- Preparer
- Alan Villanueva
- Phone
- 9492214000
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: miscellaneous. Amount: 1,682.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: meeting and education expenses. Amount: 2,190. Description: meals and entertainment. Amount: 2,013. Description: telephone. Amount: 130. Description: filing fee. Amount: 10. Description: marketing. Amount: 108. Description: office. Amount: 196. Description: administrative support. Amount: 3,225. Description: total merchant fees. Amount: 1,343. Description: event program expenditures. Amount: 50,221. Total to form 990-ez, line 16: 59,436.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: prior period adjustment - no tax effect. Amount: -176.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: accounts receivable. Beg. Of year amount: 3,955. End of year amount: 2,235. Description: prepaid expense. Beg. Of year amount: 425. End of year amount: 2,065. Description: undeposited funds. Beg. Of year amount: 0. End of year amount: 2,030.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable. Beg. Of year amount: 500. End of year amount: 1,683. Description: unearned revenue - other. Beg. Of year amount: 6,080. End of year amount: 4,849. Description: registration and sponsorship. Beg. Of year amount: 0. End of year amount: 9,663.”
Raw XML Appendix145 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ALAN VILLANUEVA |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9492214000 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2040 MAIN STREET SUITE 900 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | IRVINE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92614 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 56459 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 78005 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 14057 |
| IRS990EZ/FiledScheduleAInd | 0 | 0 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 60839 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 84335 |
| IRS990EZ/GrossReceiptsAmt | 0 | 73501 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 8374 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 54259 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 68140 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 54259 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 68140 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | THERESA TATE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | STEVE SPEARS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | WICK ZIMMERMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | TRAVIS FOTH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ERIK DICKERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | CHRISTOPHER GEWAIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | STEVE RUELAS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | PAM HUMMEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 4380 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 6330 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -176 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 59436 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 1682 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | MISSION IS TO PROVIDE A FORUM TO CONSTRUCTION FINANCIAL PROFESSIONALS TO SHARE INFORMATION HELPING THEM FURTHER THEIR CAREERS. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 8 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 63445 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | EDUCATIONAL PROGRAMS AND MEMBER EVENTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 6580 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 16195 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 59444 |
| IRS990EZ/TotalRevenueAmt | 0 | 73501 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.CFMA.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,682. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: MEETING AND EDUCATION EXPENSES. AMOUNT: 2,190. DESCRIPTION: MEALS AND ENTERTAINMENT. AMOUNT: 2,013. DESCRIPTION: TELEPHONE. AMOUNT: 130. DESCRIPTION: FILING FEE. AMOUNT: 10. DESCRIPTION: MARKETING. AMOUNT: 108. DESCRIPTION: OFFICE. AMOUNT: 196. DESCRIPTION: ADMINISTRATIVE SUPPORT. AMOUNT: 3,225. DESCRIPTION: TOTAL MERCHANT FEES. AMOUNT: 1,343. DESCRIPTION: EVENT PROGRAM EXPENDITURES. AMOUNT: 50,221. TOTAL TO FORM 990-EZ, LINE 16: 59,436. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: PRIOR PERIOD ADJUSTMENT - NO TAX EFFECT. AMOUNT: -176. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 3,955. END OF YEAR AMOUNT: 2,235. DESCRIPTION: PREPAID EXPENSE. BEG. OF YEAR AMOUNT: 425. END OF YEAR AMOUNT: 2,065. DESCRIPTION: UNDEPOSITED FUNDS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,030. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 500. END OF YEAR AMOUNT: 1,683. DESCRIPTION: UNEARNED REVENUE - OTHER. BEG. OF YEAR AMOUNT: 6,080. END OF YEAR AMOUNT: 4,849. DESCRIPTION: REGISTRATION AND SPONSORSHIP. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 9,663. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2016-03-07 17:11:31Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | THERESA TATE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | OFFICER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9492214014 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-07-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CONS |
| ReturnHeader/Filer/EIN | 0 | 330187237 |
| ReturnHeader/Filer/PhoneNum | 0 | 9492214000 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2040 MAIN STREET NO 900 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | IRVINE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92614 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 910189318 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MOSS ADAMS LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2040 MAIN STREET SUITE 900 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | IRVINE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92614 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9492214000 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ALAN VILLANUEVA |
| ReturnHeader/ReturnTs | 0 | 2015-07-30T17:32:31-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-04-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-03-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $84,335
- Liabilities
- $16,195
- Net assets
- $68,140
- Revenue
- $73,501
- Expenses
- $59,444
- Net income
- $14,057