Civic Intelligence

Construction Financial Management Association

990EZ • Fiscal year 2016 • EIN 33-0187237

Apr 01, 2015 to Mar 31, 2016 • Filed on Jun 16, 2016

2040 Main Street No 900Irvine, CA 92614

(949) 221-4000

Siviq Scores

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

Liabilities / Assets

54th percentile

0.01x

Higher debt load relative to assets than 54% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.01x

Higher debt load relative to revenue than 57% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

89th percentile

26%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

53rd percentile

3.8%

Faster asset growth than 53% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

40th percentile

-3.1%

Faster revenue growth than 40% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$87,504

Up $3,169 (+3.8%) from 2015

Net Assets

Up

$86,674

Up $18,534 (+27%) from 2015

Liabilities

Down

$830

Down $15,365 (-95%) from 2015

Revenue

Down

$71,223

Down $2,278 (-3.1%) from 2015

Expenses

Down

$52,689

Down $6,755 (-11%) from 2015

Net Income

Up

$18,534

Up $4,477 (+32%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $45,795Liabilities 2012: $2,924Net Assets 2012: $42,8712012Assets 2013: $62,907Liabilities 2013: $7,465Net Assets 2013: $55,4422013Assets 2014: $60,839Liabilities 2014: $6,580Net Assets 2014: $54,2592014Assets 2015: $84,335Liabilities 2015: $16,195Net Assets 2015: $68,1402015Assets 2016: $87,504Liabilities 2016: $830Net Assets 2016: $86,6742016Assets 2017: $109,844Liabilities 2017: $2,450Net Assets 2017: $107,3942017Assets 2018: $110,682Liabilities 2018: $3,000Net Assets 2018: $107,6822018Assets 2019: $135,465Liabilities 2019: $6,855Net Assets 2019: $128,6102019Assets 2020: $174,123Liabilities 2020: $37,334Net Assets 2020: $136,7892020Assets 2021: $188,625Liabilities 2021: $43,549Net Assets 2021: $145,0762021Assets 2022: $229,483Liabilities 2022: $90,885Net Assets 2022: $138,5982022Assets 2023: $170,576Liabilities 2023: $78,794Net Assets 2023: $91,7822023Assets 2024: $179,973Liabilities 2024: $81,114Net Assets 2024: $98,8592024Assets 2025: $231,445Liabilities 2025: $139,702Net Assets 2025: $91,7432025

Highlighted filing

2016

Assets$87,504
Liabilities$830
Net Assets$86,674

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $43,123Expenses 2012: $33,991Net Income 2012: $9,1322012Revenue 2013: $72,994Expenses 2013: $60,423Net Income 2013: $12,5712013Revenue 2014: $63,205Expenses 2014: $64,388Net Income 2014: -$1,1832014Revenue 2015: $73,501Expenses 2015: $59,444Net Income 2015: $14,0572015Revenue 2016: $71,223Expenses 2016: $52,689Net Income 2016: $18,5342016Revenue 2017: $61,253Expenses 2017: $40,533Net Income 2017: $20,7202017Revenue 2018: $54,605Expenses 2018: $54,317Net Income 2018: $2882018Revenue 2019: $99,506Expenses 2019: $78,578Net Income 2019: $20,9282019Revenue 2020: $86,377Expenses 2020: $78,198Net Income 2020: $8,1792020Revenue 2021: $39,951Expenses 2021: $31,664Net Income 2021: $8,2872021Revenue 2022: $71,838Expenses 2022: $78,316Net Income 2022: -$6,4782022Revenue 2023: $82,552Expenses 2023: $129,368Net Income 2023: -$46,8162023Revenue 2024: $19,450Expenses 2024: $12,373Net Income 2024: $7,0772024Revenue 2025: $11,339Expenses 2025: $18,455Net Income 2025: -$7,1162025

Highlighted filing

2016

Revenue$71,223
Expenses$52,689
Net Income$18,534
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Jun 16, 2016
Return Version
2015v2.1
Gross Receipts
$71,223
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

DescriptionGrantsExpenses
EDUCATIONAL PROGRAMS AND MEMBER EVENTS$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THERESA TATEImmediate Past President-$0--
STEVE SPEARSTreasurer-$0--
J Wickham ZimmermanPresident-$0--
TRAVIS FOTHVice President-$0--
ERIK DICKERSONDirector-$0--
Christopher gewainSecretary-$0--
STEVE SylvesterDirector-$0--
David NovakDirector-$0--
Filing and Contact Details

Filer

Filer Name
Construction Financial Management
EIN
33-0187237
Phone
9492214000
Address
2040 Main Street No 900, Irvine, CA 92614

Signing Officer

Name
J Wickham Zimmerman
Title
Officer
Phone
9492214000
Signed
2016-06-16
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: 4,274.

Form 990-EZ, Part I, Line 10 - Payments to Affiliates

Affiliate Name: N/A. Purpose of Payment: Contributions. Amount of Payment: 2,850.

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

Description: Telephone. Amount: 54. Description: FILING FEE. Amount: 10. Description: OFFICE. Amount: 378. Description: Administrative Support. Amount: 2,750. Description: TOTAL MERCHANT FEES. Amount: 1,103. Description: event program expenditures. Amount: 45,467. Total to Form 990-EZ, line 16: 49,762.

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

Description: ACCOUNTS RECEIVABLE. Beg. of Year Amount: 2,235. End of Year Amount: 1,720. Description: PREPAID EXPENSE. Beg. of Year Amount: 2,065. End of Year Amount: 5,090. Description: Undeposited Funds. Beg. of Year Amount: 2,030. End of Year Amount: 0. Description: Other Assets - Clearing. Beg. of Year Amount: 0. End of Year Amount: -410.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 1,683. End of Year Amount: 0. Description: UNEARNED REVENUE - OTHER. Beg. of Year Amount: 4,849. End of Year Amount: 0. Description: Registration and Sponsorship. Beg. of Year Amount: 9,663. End of Year Amount: 830.

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/PhoneNum09492214000
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0irvine
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THERESA TATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE SPEARS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRAVIS FOTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERIK DICKERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Christopher gewain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEVE Sylvester
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7David Novak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Immediate Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.cfma.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Miscellaneous. Amount: 4,274.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Affiliate Name: N/A. Purpose of Payment: Contributions. Amount of Payment: 2,850.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Telephone. Amount: 54. Description: FILING FEE. Amount: 10. Description: OFFICE. Amount: 378. Description: Administrative Support. Amount: 2,750. Description: TOTAL MERCHANT FEES. Amount: 1,103. Description: event program expenditures. Amount: 45,467. Total to Form 990-EZ, line 16: 49,762.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: ACCOUNTS RECEIVABLE. Beg. of Year Amount: 2,235. End of Year Amount: 1,720. Description: PREPAID EXPENSE. Beg. of Year Amount: 2,065. End of Year Amount: 5,090. Description: Undeposited Funds. Beg. of Year Amount: 2,030. End of Year Amount: 0. Description: Other Assets - Clearing. Beg. of Year Amount: 0. End of Year Amount: -410.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 1,683. End of Year Amount: 0. Description: UNEARNED REVENUE - OTHER. Beg. of Year Amount: 4,849. End of Year Amount: 0. Description: Registration and Sponsorship. Beg. of Year Amount: 9,663. End of Year Amount: 830.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Payments to Affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 26 - Other Liabilities
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0J Wickham Zimmerman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09492214000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Construction Financial Management
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Association
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0330187237
ReturnHeader/Filer/PhoneNum09492214000
ReturnHeader/Filer/USAddress/AddressLine1Txt02040 Main Street No 900
ReturnHeader/Filer/USAddress/CityNm0Irvine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092614
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Moss Adams LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02040 Main Street Suite 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09492214000
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alan Villanueva
ReturnHeader/ReturnTs02016-06-17T11:10:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.31$1.40$0.92$0.11$0.18$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.81$0.99$0.19$0.12$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.79$0.92$0.83$1.29$0.47
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.91$1.39$0.72$0.78$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.44$1.45$0.40$0.32$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.74$0.37$1.37$0.86$0.78$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.07$1.29$1.00$0.79$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.03$1.08$0.55$0.54$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.02$1.07$0.61$0.41$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.01$0.87$0.71$0.53$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.16$0.68$0.74$0.59$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.07$0.54$0.63$0.64$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.07$0.55$0.73$0.60$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.03$0.43$0.43$0.34$0.09