Civic Intelligence

Construction Financial Management Assoc

990EZ • Fiscal year 2018 • EIN 75-2010420

Apr 01, 2017 to Mar 31, 2018 • Filed on Nov 16, 2018

Organization Profilewww.dfwcfma.com
PO Box 663Roanoke, TX 76262

(817) 420-5552

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

61st percentile

6.8%

Higher net margin than 61% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

60th percentile

7.2%

Faster asset growth than 60% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

107%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$114,469

Up $7,699 (+7.2%) from 2017

Net Assets

Up

$114,469

Up $7,699 (+7.2%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Up

$113,379

Up $58,733 (+107%) from 2017

Expenses

Up

$105,680

Up $51,538 (+95%) from 2017

Net Income

Up

$7,699

Up $7,195 (+1428%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$200K$150K$100K$50K$0Assets 2011: $63,210Liabilities 2011: $0Net Assets 2011: $63,2102011Assets 2012: $62,715Liabilities 2012: $0Net Assets 2012: $62,7152012Assets 2013: $67,107Net Assets 2013: $67,1072013Assets 2014: $78,443Net Assets 2014: $78,4432014Assets 2015: $94,447Net Assets 2015: $94,4472015Assets 2016: $106,266Net Assets 2016: $106,2662016Assets 2017: $106,770Net Assets 2017: $106,7702017Assets 2018: $114,469Net Assets 2018: $114,4692018Assets 2019: $130,614Net Assets 2019: $130,6142019Assets 2020: $127,827Net Assets 2020: $127,8272020Assets 2021: $154,998Net Assets 2021: $154,9982021Assets 2022: $138,468Net Assets 2022: $138,4682022Assets 2023: $120,876Net Assets 2023: $120,8762023Assets 2024: $135,040Net Assets 2024: $135,0402024Assets 2025: $138,009Net Assets 2025: $138,0092025

Highlighted filing

2018

Assets$114,469
Liabilities-
Net Assets$114,469
Open 2018 Filing

Operations Trend

Revenue Growth97th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $46,009Expenses 2011: $41,536Net Income 2011: $4,4732011Revenue 2012: $42,197Expenses 2012: $42,692Net Income 2012: -$4952012Revenue 2013: $45,967Expenses 2013: $41,575Net Income 2013: $4,3922013Revenue 2014: $48,947Expenses 2014: $37,611Net Income 2014: $11,3362014Revenue 2015: $64,926Expenses 2015: $48,922Net Income 2015: $16,0042015Revenue 2016: $71,401Expenses 2016: $59,582Net Income 2016: $11,8192016Revenue 2017: $54,646Expenses 2017: $54,142Net Income 2017: $5042017Revenue 2018: $113,379Expenses 2018: $105,680Net Income 2018: $7,6992018Revenue 2019: $71,461Expenses 2019: $55,316Net Income 2019: $16,1452019Revenue 2020: $84,556Expenses 2020: $87,343Net Income 2020: -$2,7872020Revenue 2021: $85,190Expenses 2021: $58,019Net Income 2021: $27,1712021Revenue 2022: $82,559Expenses 2022: $99,089Net Income 2022: -$16,5302022Revenue 2023: $111,135Expenses 2023: $128,727Net Income 2023: -$17,5922023Revenue 2024: $118,943Expenses 2024: $104,779Net Income 2024: $14,1642024Revenue 2025: $121,560Expenses 2025: $118,591Net Income 2025: $2,9692025

Highlighted filing

2018

Revenue$113,379
Expenses$105,680
Net Income$7,699
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Nov 16, 2018
Return Version
2017v2.2
Gross Receipts
$124,905
Mission and Program Overview

Mission

To promote professional development of construction financial professionals by providing quality education forums and opportunities to network with industry peers, thereby providing strategic value to members and the companies they work for.

Program Services

DescriptionGrantsExpenses
Scholarships and Internship Program - The funds obtained from the annual golf tournament are used to award a) scholarships to qualified students pursuing an accounting or financial degree related to the construction industry; and b) financial incentives to employers of CFMA general members for hiring a college student in an accounting or financial capacity in a construction environment during the summer months.-$3,000
Monthly Meetings - Membership dues cover the free attendance at monthly meetings during which a guest speaker delivers a presentation on a topic that is particular to the construction industry or relevant to financial managers. Meetings also provide networking opportunities, such as at the Lone Star Conference, and support to young members as part of the Future Leaders Program. An annual awards banquet honors the Construction Financial Professional of the Year.--
Educational Classes - Educational seminars are typically held twice throughout the year with a focus on obtaining continuing professional education credit. Topics range from the basics of construction accounting to advanced cash management. An additional review course is offered for individuals interested in obtaining the Certified Construction Industry Financial Professional credential. Expenses for these classes are nominal because instructors are chapter members who donate their time and facilities.--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marjorie AngersDirector-$0--
Kennon GarmsPresident-$0--
Stanley BrattonDirector-$0--
Gregory BrownVice President-$0--
Brian PierretDirector-$0--
Melissa RutledgeDirector-$0--
Ty MayoTreasurer-$0--
Darrin WeberDirector-$0--
Lisa KensingDirector-$0--
Eddie CorbittDirector-$0--
David AndrewsSecretary-$0--
Neil MotleyDirector-$0--
Todd R DellerDirector-$0--
Wayne RayDirector-$0--
Frank CinatlDirector-$0--
Mark MettilleDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$15,992$10,907$451$10,456
Total Events$15,992$10,907$10,907-
Filing and Contact Details

Filer

Filer Name
Construction Financial Management Assoc
EIN
75-2010420
Phone
8174205552
Address
PO Box 663, Roanoke, TX 76262

Signing Officer

Name
Gregory Brown
Title
President
Signed
2018-11-16
Discuss with paid preparer
Yes

Preparer

Firm
CMRosen LLC
Address
17440 Dallas Pkwy Ste 218, Dallas, TX 75287-7308
Preparer
Chad M Rosen CPA
Phone
9728181400
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Affinity Prtnrs Royalties $6097”

Other Expenses.1002

“Office Expenses $498”

Other Expenses.1003

“Information Technology $1588”

Other Expenses.1007

“Conferences, Conventions, and Meetings $90572”

Other Expenses.1

“Dues and Subscriptions $750”

Other Expenses.2

“Membership Drive Award $650”

Other Assets.1

“Gift cards - Beginning $0 Gift cards - Ending $200”

Raw XML Appendix188 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0The Organization
IRS990EZ/BooksInCareOfDetail/PhoneNum08174205552
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 663
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Roanoke
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076262
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0106770
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0114269
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014825
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07699
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08622
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0106770
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0114469
IRS990EZ/FundraisingGrossIncomeAmt010907
IRS990EZ/GamingGrossIncomeAmt0801
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt0124905
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt030495
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0106770
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0114469
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0106770
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0114469
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt93.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt103.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt113.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt123.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt133.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt143.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt153.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Marjorie Angers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kennon Garms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Stanley Bratton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Gregory Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Brian Pierret
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Melissa Rutledge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Ty Mayo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Darrin Weber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Lisa Kensing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Eddie Corbitt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10David Andrews
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Neil Motley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Todd R Deller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Wayne Ray
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Frank Cinatl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Mark Mettille
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0200
IRS990EZ/OtherExpensesTotalAmt094058
IRS990EZ/OtherRevenueTotalAmt06097
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote professional development of construction financial professionals by providing quality education forums and opportunities to network with industry peers, thereby providing strategic value to members and the companies they work for.
IRS990EZ/ProgramServiceRevenueAmt061773
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Monthly Meetings - Membership dues cover the free attendance at monthly meetings during which a guest speaker delivers a presentation on a topic that is particular to the construction industry or relevant to financial managers. Meetings also provide networking opportunities, such as at the Lone Star Conference, and support to young members as part of the Future Leaders Program. An annual awards banquet honors the Construction Financial Professional of the Year.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Educational Classes - Educational seminars are typically held twice throughout the year with a focus on obtaining continuing professional education credit. Topics range from the basics of construction accounting to advanced cash management. An additional review course is offered for individuals interested in obtaining the Certified Construction Industry Financial Professional credential. Expenses for these classes are nominal because instructors are chapter members who donate their time and facilities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Scholarships and Internship Program - The funds obtained from the annual golf tournament are used to award a) scholarships to qualified students pursuing an accounting or financial degree related to the construction industry; and b) financial incentives to employers of CFMA general members for hiring a college student in an accounting or financial capacity in a construction environment during the summer months.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt011526
IRS990EZ/SpecialEventsNetIncomeLossAmt0182
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0105680
IRS990EZ/TotalRevenueAmt0113379
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.dfwcfma.com
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt05085
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt05085
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010907
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04740
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04740
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015992
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015992
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010907
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010907
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0976
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0976
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0451
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0451
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04740
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Affinity Prtnrs Royalties $6097
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $498
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $90572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues and Subscriptions $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Membership Drive Award $650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Gift cards - Beginning $0 Gift cards - Ending $200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gregory Brown
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Construction Financial Management Assoc
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0752010420
ReturnHeader/Filer/PhoneNum08174205552
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 663
ReturnHeader/Filer/USAddress/CityNm0Roanoke
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076262
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271661785
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CMRosen LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017440 Dallas Pkwy Ste 218
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0752877308
ReturnHeader/PreparerPersonGrp/PhoneNum09728181400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chad M Rosen CPA
ReturnHeader/ReturnTs02018-11-19T14:24:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$114,469
Liabilities
-
Net assets
$114,469
Revenue
$113,379
Expenses
$105,680
Net income
$7,699
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.38$1.38$1.22$1.19$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.35$1.35$1.19$1.05$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.21$1.21$1.11$1.29$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.38$1.38$0.83$0.99$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.55$1.55$0.85$0.58$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.28$1.28$0.85$0.87$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.31$1.31$0.71$0.55$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.14$1.14$1.13$1.06$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.55$0.54$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.71$0.60$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.65$0.49$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.49$0.38$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.67$0.46$0.42$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$0.42$0.43$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$0.46$0.42$0.04