Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
990EZ • Fiscal year 2021 • EIN 75-2010420
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
82nd percentile
Higher net margin than 82% of similar nonprofits.
Top Officer Pay
72nd percentile
Higher top officer pay than 72% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
70th percentile
Faster asset growth than 70% of similar nonprofits.
Revenue Growth
47th percentile
Faster revenue growth than 47% of similar nonprofits.
Assets
Up$154,998
Up $27,171 (+21%) from 2020
Net Assets
Up$154,998
Up $27,171 (+21%) from 2020
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Up$85,190
Up $634 (+0.7%) from 2020
Expenses
Down$58,019
Down $29,324 (-34%) from 2020
Net Income
Up$27,171
Up $29,958 (+1075%) from 2020
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.
| Description | Grants | Expenses |
|---|---|---|
| Monthly Meetings - Membership dues covered the free attendance at monthly meetings, held primarily virtually as a result of the COVID-19 pandemic, during which a guest speaker delivered a presentation on a topic that was particular to the construction industry or relevant to financial managers. Meetings also provided networking opportunities, such as at the Lone Star Conference, and an occasion to award 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 minimal because instructors are chapter members who donate their time and facilities. These seminars were held virtually this year due to the COVID-19 pandemic. | - | - |
| 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. | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Leno Ho | Director | - | $0 | - | - |
| Zachary Miller | Secretary | - | $0 | - | - |
| Brenda Schertz | Director | - | $0 | - | - |
| Andy Bohon | Director | - | $0 | - | - |
| Kyrah Coker | Director | - | $0 | - | - |
| Melissa Rutledge | President | - | $0 | - | - |
| Ty Mayo | Treasurer | - | $0 | - | - |
| Jeremy Smallwood | Director | - | $0 | - | - |
| Kerry Fitzgerald | Director | - | $0 | - | - |
| Steve Foster | Director | - | $0 | - | - |
| Mary McCarty | Director | - | $0 | - | - |
| David Andrews | Vice President | - | $0 | - | - |
| Daniel Rutter | Director | - | $0 | - | - |
| Jihae Smith | Director | - | $0 | - | - |
| Carolyn Brister | Director | - | $0 | - | - |
| John Lenheiser | Director | - | $0 | - | - |
| Jacob Fauss | Director | - | $0 | - | - |
“Affinity Partners Royalties (nontaxable) $13431”
“Office Expenses $227”
“Information Technology $10251”
“Conferences, Conventions, and Meetings $26352”
“Dues and Subscriptions $500”
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 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Ty Mayo |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6154407486 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 457 Laurence Dr Box 104 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Heath |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 75032 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 127827 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 154998 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 13850 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 27171 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 10689 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 127827 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 154998 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 11389 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 954 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 10000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 97033 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 5 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 41721 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 127827 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 154998 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 127827 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 154998 |
| 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/AverageHrsPerWkDevotedToPosRt | 8 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 12 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 13 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 14 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 15 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 16 | 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/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 13 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 14 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 15 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 16 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Leno Ho |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Zachary Miller |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Brenda Schertz |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Andy Bohon |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Kyrah Coker |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Melissa Rutledge |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Ty Mayo |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Jeremy Smallwood |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Kerry Fitzgerald |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Steve Foster |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Mary McCarty |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | David Andrews |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | Daniel Rutter |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 13 | Jihae Smith |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 14 | Carolyn Brister |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 15 | John Lenheiser |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 16 | Jacob Fauss |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 13 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 14 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 15 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 16 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 37330 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 13431 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 15683 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Monthly Meetings - Membership dues covered the free attendance at monthly meetings, held primarily virtually as a result of the COVID-19 pandemic, during which a guest speaker delivered a presentation on a topic that was particular to the construction industry or relevant to financial managers. Meetings also provided networking opportunities, such as at the Lone Star Conference, and an occasion to award the Construction Financial Professional of the Year. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | 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 minimal because instructors are chapter members who donate their time and facilities. These seminars were held virtually this year due to the COVID-19 pandemic. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | 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. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 11843 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 500 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 58019 |
| IRS990EZ/TotalRevenueAmt | 0 | 85190 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | dfw.cfma.org |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Affinity Partners Royalties (nontaxable) $13431 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $227 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Information Technology $10251 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Conferences, Conventions, and Meetings $26352 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Dues and Subscriptions $500 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Revenue.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Ty Mayo |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-08-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Construction Financial Management Assoc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CONS |
| ReturnHeader/Filer/EIN | 0 | 752010420 |
| ReturnHeader/Filer/PhoneNum | 0 | 6154407486 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 457 Laurence Dr Box 104 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Heath |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 75032 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 271661785 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CMRosen LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 17440 Dallas Pkwy Ste 218 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Dallas |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 75287 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9728181400 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Chad M Rosen CPA |
| ReturnHeader/ReturnTs | 0 | 2021-08-16T13:43:10-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Ty |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Mayo |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-04-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-03-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
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Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.