Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 5.”
Silicon Valley Chapter of Construction Financial Management Association
990EZ • Fiscal year 2018 • EIN 77-0208132
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Balance Sheet
Assets
Flat$53,332
Flat from 2018
Net Assets
Flat$53,332
Flat from 2018
Liabilities
Flat$0
Flat from 2018
Revenue And Expenses
Revenue
Flat$62,786
Flat from 2018
Expenses
Flat$49,692
Flat from 2018
Net Income
Flat$13,094
Flat from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2018 to Dec 31, 2018
- Signed
- Feb 16, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $84,261
Mission and Program Overview
Mission
The purpose of this corporation is to provide a forum for the exchange of information and ideas regarding financial management in the construction industry and coordinating educational programs dedicated to improving the professional standards of financial management in the construction industry.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| SCHOLARSHIP FOR STUDENTS STUDYING IN CONSTRUCTION INDUSTRY TRADES TO ASSIST THE STUDENTS WITH EDUCATION EXPENSES. THERE WERE 4 SCHOLARSHIP WINNERS. | $20,000 | $0 |
| WINE SOCIAL - ANNUAL WINE NETWORKING EVENT TO PROMOTE THE CHAPTER, INTRODUCE NEW BOARD MEMBERS TO THE MEMBERS, AND AWARD TWO CHAPTER MEMBERS. THERE WERE 138 ATTENDEES. | $0 | $0 |
| MONTHLY EDUCATION SEMINARS - MONTHLY SEMINARS THAT TALKS ABOUT VARIOUS CONSTRUCTION INDUSTRY TOPICS THAT IS OF RELEVANCE TO THE MEMBERS. THERE WERE 10 SEMINARS HELD IN 2018 WITH ATTENDANCE BETWEEN 50-80 MEMBERS AND GUESTS MONTHLY. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DANIEL WOZNIAK | Board Member | - | $0 | - | - |
| BRITTNI DALEY-GRISHAEVA | Board Member | - | $0 | - | - |
| ANTONIO SANTOS | Life Board Member | - | $0 | - | - |
| HOWARD LOOMIS | Life Board Member | - | $0 | - | - |
| JIM UNTIEDT | Life Board Member | - | $0 | - | - |
| LORNE RUNDQUIST | Life Board Member | - | $0 | - | - |
| MATT SEEBERGER | Board Member | - | $0 | - | - |
| ROMIN THOMSON | Board Member | - | $0 | - | - |
| MICHAEL KERBEY | Board Member | - | $0 | - | - |
| PATRICIA WALSH | Board Member | - | $0 | - | - |
| DAVE HESLOP | Board Member | - | $0 | - | - |
| RICHARD SVEC | Life Board Member | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Annual Wine Event | $21,167 | $9,667 | $2,214 | $7,453 |
| Total Events | $21,167 | $9,667 | $21,475 | $-11,808 |
Filing and Contact Details
Filer
- Filer Name
- Silicon Valley Chapter of Construction
- EIN
- 77-0208132
- Phone
- 4082941025
- Address
- 60 S MARKET STREET NO 1550, SAN JOSE, CA 95113
Signing Officer
- Name
- Steve Sweeney
- Title
- Treasurer
- Phone
- 4082941025
- Signed
- 2019-02-16
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Squar Milner Llp
- Address
- 267 EAST CAMPBELL AVENUE SUITE 200, CAMPBELL, CA 95008
- Preparer
- Howard Loomis
- Phone
- 4083853400
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: comdata rebate. Amount: 1,959.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: scholarship. Grantee name: alec jobbins. Date of gift: 08/07/18. Amount given: 10,000.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: scholarship. Grantee name: keenan brekke. Date of gift: 08/07/18. Amount given: 2,000.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: scholarship. Grantee name: john codiga. Date of gift: 08/07/18. Amount given: 3,000.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: scholarship. Grantee name: ashton politz. Date of gift: 08/07/18. Amount given: 5,000. Total included on form 990-ez, line 10: 20,000.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: computer/network/server costs. Amount: 1,069. Description: state income tax. Amount: 10. Description: recognition/awards. Amount: 250. Description: administrative. Amount: 29. Description: program costs. Amount: 28,086. Total to form 990-ez, line 16: 29,444.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: refundable deposits. Beg. Of year amount: 1,000. End of year amount: 0. Description: unclaimed star funds. Beg. Of year amount: 1,679. End of year amount: 3,000.”
Raw XML Appendix209 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/PersonNm | 3 | HOWARD LOOMIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JIM UNTIEDT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | LORNE RUNDQUIST |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | MATT SEEBERGER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | ROMIN THOMSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | MICHAEL KERBEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | PATRICIA WALSH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | DAVE HESLOP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | RICHARD SVEC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | BOARD MEMBER |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | LIFE BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | LIFE BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | LIFE BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | LIFE BOARD MEMBER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 2679 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 3000 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 29444 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 1959 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE PURPOSE OF THIS CORPORATION IS TO PROVIDE A FORUM FOR THE EXCHANGE OF INFORMATION AND IDEAS REGARDING FINANCIAL MANAGEMENT IN THE CONSTRUCTION INDUSTRY AND COORDINATING EDUCATIONAL PROGRAMS DEDICATED TO IMPROVING THE PROFESSIONAL STANDARDS OF FINANCIAL MANAGEMENT IN THE CONSTRUCTION INDUSTRY. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 38730 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SCHOLARSHIP FOR STUDENTS STUDYING IN CONSTRUCTION INDUSTRY TRADES TO ASSIST THE STUDENTS WITH EDUCATION EXPENSES. THERE WERE 4 SCHOLARSHIP WINNERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | WINE SOCIAL - ANNUAL WINE NETWORKING EVENT TO PROMOTE THE CHAPTER, INTRODUCE NEW BOARD MEMBERS TO THE MEMBERS, AND AWARD TWO CHAPTER MEMBERS. THERE WERE 138 ATTENDEES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | MONTHLY EDUCATION SEMINARS - MONTHLY SEMINARS THAT TALKS ABOUT VARIOUS CONSTRUCTION INDUSTRY TOPICS THAT IS OF RELEVANCE TO THE MEMBERS. THERE WERE 10 SEMINARS HELD IN 2018 WITH ATTENDANCE BETWEEN 50-80 MEMBERS AND GUESTS MONTHLY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 20000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 21475 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | -11808 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
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| IRS990EZ/TotalRevenueAmt | 0 | 62786 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.CFMASV.COM |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 11500 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 11500 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 21475 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | ANNUAL WINE EVENT |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 7448 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 7448 |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 5. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: COMDATA REBATE. AMOUNT: 1,959. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: ALEC JOBBINS. DATE OF GIFT: 08/07/18. AMOUNT GIVEN: 10,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: KEENAN BREKKE. DATE OF GIFT: 08/07/18. AMOUNT GIVEN: 2,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: JOHN CODIGA. DATE OF GIFT: 08/07/18. AMOUNT GIVEN: 3,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: ASHTON POLITZ. DATE OF GIFT: 08/07/18. AMOUNT GIVEN: 5,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 20,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | DESCRIPTION: COMPUTER/NETWORK/SERVER COSTS. AMOUNT: 1,069. DESCRIPTION: STATE INCOME TAX. AMOUNT: 10. DESCRIPTION: RECOGNITION/AWARDS. AMOUNT: 250. DESCRIPTION: ADMINISTRATIVE. AMOUNT: 29. DESCRIPTION: PROGRAM COSTS. AMOUNT: 28,086. TOTAL TO FORM 990-EZ, LINE 16: 29,444. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | DESCRIPTION: REFUNDABLE DEPOSITS. BEG. OF YEAR AMOUNT: 1,000. END OF YEAR AMOUNT: 0. DESCRIPTION: UNCLAIMED STAR FUNDS. BEG. OF YEAR AMOUNT: 1,679. END OF YEAR AMOUNT: 3,000. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2019-02-21 02:37:17Z |
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| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | FINANCIAL MANAGEMENT ASSOCIATION |
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| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 16:19:47 |
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| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 267 EAST CAMPBELL AVENUE SUITE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CAMPBELL |
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| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 95008 |
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| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | HOWARD LOOMIS |
| ReturnHeader/ReturnTs | 0 | 2019-02-26T13:16:47-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
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Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $53,332
- Liabilities
- $0
- Net assets
- $53,332
- Revenue
- $62,786
- Expenses
- $49,692
- Net income
- $13,094