Civic Intelligence

Construction Financial Management Assoc

990EZ • Fiscal year 2024 • EIN 75-2010420

Apr 01, 2023 to Mar 31, 2024 • Filed on Aug 09, 2024

Organization Profiledfw.cfma.org
457 Laurence Dr Box 104Heath, TX 75032

(615) 440-7486

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

70th percentile

12%

Higher net margin than 70% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

7.0%

Faster revenue growth than 57% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$135,040

Up $14,164 (+12%) from 2023

Net Assets

Up

$135,040

Up $14,164 (+12%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Up

$118,943

Up $7,808 (+7.0%) from 2023

Expenses

Down

$104,779

Down $23,948 (-19%) from 2023

Net Income

Up

$14,164

Up $31,756 (+181%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2024

Assets$135,040
Liabilities-
Net Assets$135,040
Open 2024 Filing

Operations Trend

Revenue Growth57th 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

2024

Revenue$118,943
Expenses$104,779
Net Income$14,164
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Aug 9, 2024
Return Version
2023v5.1
Gross Receipts
$138,358
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
Monthly Meetings - Membership dues covered the free attendance at monthly meetings, 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 Award Dinner 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.--
Scholarships and Internship Program - The funds obtained from the annual golf tournament were used to award scholarships to qualified students pursuing an accounting or financial degree related to the construction industry.--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leno HoDirector-$0--
Zachary MillerVice President-$0--
Brad AndersonDirector-$0--
Frank CinatlDirector-$0--
Kyrah CokerDirector-$0--
Melissa RutledgeDirector-$0--
Ty MayoTreasurer-$0--
Jeremy SmallwoodDirector-$0--
Kerry FitzgeraldDirector-$0--
Steve FosterDirector-$0--
Mary McCarty-KeysDirector-$0--
David AndrewsPresident-$0--
Daniel RutterSecretary-$0--
Kevin McCartyDirector-$0--
Carolyn BristerDirector-$0--
John LenheiserDirector-$0--
Jacob FaussDirector-$0--
Lance TrammellDirector-$0--
Mike GilesDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$19,161$18,746$2,199$16,547
Total Events$19,161$18,746$18,746-
Filing and Contact Details

Filer

Filer Name
Construction Financial Management Assoc
EIN
75-2010420
Phone
6154407486
Address
457 Laurence Dr Box 104, Heath, TX 75032

Signing Officer

Name
Ty Mayo
Title
Treasurer
Signed
2024-08-09
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Revenue.1

“Affinity Rebates (non-taxable) $4590”

Other Expenses.1002

“Office Expenses $408”

Other Expenses.1003

“Information Technology $5978”

Other Expenses.1007

“Conferences, Conventions, and Meetings $75751”

Other Expenses.1

“Dues and Subscriptions $764”

Raw XML Appendix191 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt18Director
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IRS990EZ/OtherExpensesTotalAmt082901
IRS990EZ/OtherRevenueTotalAmt04590
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IRS990EZ/ProgramServiceRevenueAmt041044
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Monthly Meetings - Membership dues covered the free attendance at monthly meetings, 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 Award Dinner and an occasion to award 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 minimal 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 were used to award scholarships to qualified students pursuing an accounting or financial degree related to the construction industry.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $5978
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues and Subscriptions $764
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ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ty Mayo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Construction Financial Management Assoc
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0752010420
ReturnHeader/Filer/PhoneNum06154407486
ReturnHeader/Filer/USAddress/AddressLine1Txt0457 Laurence Dr Box 104
ReturnHeader/Filer/USAddress/CityNm0Heath
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075032
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ZIPCd075287
ReturnHeader/PreparerPersonGrp/PhoneNum09728181400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chad M Rosen CPA
ReturnHeader/ReturnTs02024-08-13T08:36:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$135,040
Liabilities
-
Net assets
$135,040
Revenue
$118,943
Expenses
$104,779
Net income
$14,164
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