Civic Intelligence

Construction Financial Management Association

990EZ • Fiscal year 2022 • EIN 33-0187237

Apr 01, 2021 to Mar 31, 2022 • Filed on Feb 07, 2023

Organization ProfileWWW.CFMA.ORG
3401 N Centrelake Drive 500Ontario, CA 91761

(909) 985-7286

Siviq Scores

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

Liabilities / Assets

89th percentile

0.40x

Higher debt load relative to assets than 89% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

98th percentile

1.27x

Higher debt load relative to revenue than 98% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

29th percentile

-9.0%

Higher net margin than 29% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

80th percentile

22%

Faster asset growth than 80% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

85th percentile

80%

Faster revenue growth than 85% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$229,483

Up $40,858 (+22%) from 2021

Net Assets

Down

$138,598

Down $6,478 (-4.5%) from 2021

Liabilities

Up

$90,885

Up $47,336 (+109%) from 2021

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin29th percentile

Revenue

Up

$71,838

Up $31,887 (+80%) from 2021

Expenses

Up

$78,316

Up $46,652 (+147%) from 2021

Net Income

Down

-$6,478

Down $14,765 (-178%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

2022

Assets$229,483
Liabilities$90,885
Net Assets$138,598
Open 2022 Filing

Operations Trend

Revenue Growth85th percentile

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

2022

Revenue$71,838
Expenses$78,316
Net Income-$6,478
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Feb 7, 2023
Return Version
2021v4.2
Gross Receipts
$71,838
Mission and Program Overview

Mission

Mission is to provide a forum to construction financial professionals to share information helping them further their careers.

Mission is to provide a forum to construction finanical professionals to share information helping them further their careers.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL PROGRAMS AND MEMBER EVENTS$0$0
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRAVIS FOTHDirector-$0--
CHRISTOPHER GEWAINDirector-$0--
ERIK DICKERSONVice President-$0--
KEN CARLISLEDirector-$0--
SCOTT SALANDIDirector-$0--
JESSICA MOELLERImediate Past President-$0--
MARK TACKMANNDirector-$0--
KIMBERLY COOKPresident-$0--
BRANDON EMILIOTreasurer-$0--
BRYCE SHANKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Construction Financial Management
EIN
33-0187237
Phone
9099857286
Address
3401 N CENTRELAKE DRIVE 500, ONTARIO, CA 91761

Signing Officer

Name
Kimberly Cook
Title
President
Phone
9099857286
Signed
2023-02-07
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
3401 CENTRELAKE DRIVE SUITE 500, ONTARIO, CA 91761
Preparer
Brandon Emilio CPA
Phone
9099857286
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: comdata rebates. Amount: 3,284.”

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

“Description: administrative support. Amount: 710. Description: total merchant fees. Amount: 1,498. Description: event program expenditures - cogs. Amount: 48,325. Description: office / general administrative. Amount: 134. Description: meetings- exp. Amount: 972. Description: marketing expense. Amount: 26,406. Description: bank fees. Amount: 12. Description: meals and entertainment. Amount: 259. Total to form 990-ez, line 16: 78,316.”

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

“Description: accounts receivable. Beg. Of year amount: 4,740. End of year amount: 13,325. Description: prepaid expense - other. Beg. Of year amount: 300. End of year amount: 300. Description: queen mary event. Beg. Of year amount: 4,919. End of year amount: 4,919. Description: trivia event 2021. Beg. Of year amount: 2,500. End of year amount: 2,500.”

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

“Description: unearned revenue activities. Beg. Of year amount: 22,171. End of year amount: 28,051. Description: registration. Beg. Of year amount: 345. End of year amount: 26,998. Description: sponsorship. Beg. Of year amount: 21,033. End of year amount: 31,533. Description: accrued expenses. Beg. Of year amount: 0. End of year amount: 4,303.”

Raw XML Appendix159 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRAVIS FOTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTOPHER GEWAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIK DICKERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEN CARLISLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SCOTT SALANDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JESSICA MOELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARK TACKMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KIMBERLY COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BRANDON EMILIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BRYCE SHANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5IMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0MISSION IS TO PROVIDE A FORUM TO CONSTRUCTION FINANICAL PROFESSIONALS TO SHARE INFORMATION HELPING THEM FURTHER THEIR CAREERS.
IRS990EZ/ProgramServiceRevenueAmt057167
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL PROGRAMS AND MEMBER EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TotalExpensesAmt078316
IRS990EZ/TotalRevenueAmt071838
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CFMA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: COMDATA REBATES. AMOUNT: 3,284.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADMINISTRATIVE SUPPORT. AMOUNT: 710. DESCRIPTION: TOTAL MERCHANT FEES. AMOUNT: 1,498. DESCRIPTION: EVENT PROGRAM EXPENDITURES - COGS. AMOUNT: 48,325. DESCRIPTION: OFFICE / GENERAL ADMINISTRATIVE. AMOUNT: 134. DESCRIPTION: MEETINGS- EXP. AMOUNT: 972. DESCRIPTION: MARKETING EXPENSE. AMOUNT: 26,406. DESCRIPTION: BANK FEES. AMOUNT: 12. DESCRIPTION: MEALS AND ENTERTAINMENT. AMOUNT: 259. TOTAL TO FORM 990-EZ, LINE 16: 78,316.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 4,740. END OF YEAR AMOUNT: 13,325. DESCRIPTION: PREPAID EXPENSE - OTHER. BEG. OF YEAR AMOUNT: 300. END OF YEAR AMOUNT: 300. DESCRIPTION: QUEEN MARY EVENT. BEG. OF YEAR AMOUNT: 4,919. END OF YEAR AMOUNT: 4,919. DESCRIPTION: TRIVIA EVENT 2021. BEG. OF YEAR AMOUNT: 2,500. END OF YEAR AMOUNT: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNEARNED REVENUE ACTIVITIES. BEG. OF YEAR AMOUNT: 22,171. END OF YEAR AMOUNT: 28,051. DESCRIPTION: REGISTRATION. BEG. OF YEAR AMOUNT: 345. END OF YEAR AMOUNT: 26,998. DESCRIPTION: SPONSORSHIP. BEG. OF YEAR AMOUNT: 21,033. END OF YEAR AMOUNT: 31,533. DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 4,303.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09099857286
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSTRUCTION FINANCIAL MANAGEMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0330187237
ReturnHeader/Filer/PhoneNum09099857286
ReturnHeader/Filer/USAddress/AddressLine1Txt03401 N CENTRELAKE DRIVE 500
ReturnHeader/Filer/USAddress/CityNm0ONTARIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091761
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03401 CENTRELAKE DRIVE SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONTARIO
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091761
ReturnHeader/PreparerPersonGrp/PhoneNum09099857286
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRANDON EMILIO CPA
ReturnHeader/ReturnTs02023-02-09T18:17:50-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIMBERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COOK
ReturnHeader/TaxPeriodBeginDt02021-04-01
ReturnHeader/TaxPeriodEndDt02022-03-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$229,483
Liabilities
$90,885
Net assets
$138,598
Revenue
$71,838
Expenses
$78,316
Net income
-$6,478
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