Civic Intelligence

Construction Financial Management Association

990EZ • Fiscal year 2022 • EIN 91-1775903

Apr 01, 2021 to Mar 31, 2022 • Filed on Oct 05, 2022

Organization ProfileSANFRANCISCO.CFMA.ORG
1333 N California Blvd 350Walnut Creek, CA 94596

(415) 677-8364

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

11th percentile

-35%

Higher net margin than 11% 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

11th percentile

-32%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

90th percentile

127%

Faster revenue growth than 90% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$23,799

Down $11,274 (-32%) from 2021

Net Assets

$23,799

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin11th percentile

Revenue

Up

$32,349

Up $18,103 (+127%) from 2021

Expenses

Up

$43,623

Up $23,130 (+113%) from 2021

Net Income

Down

-$11,274

Down $5,027 (-80%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$60K$40K$20K$0Assets 2009: $12,194Liabilities 2009: $02009Assets 2011: $18,947Liabilities 2011: $02011Assets 2012: $28,087Liabilities 2012: $02012Assets 2013: $30,882Liabilities 2013: $02013Assets 2014: $28,388Liabilities 2014: $02014Assets 2015: $26,162Liabilities 2015: $02015Assets 2016: $27,858Liabilities 2016: $5002016Assets 2017: $31,496Liabilities 2017: $952017Assets 2018: $39,624Liabilities 2018: $02018Assets 2019: $45,496Liabilities 2019: $02019Assets 2020: $41,320Liabilities 2020: $02020Assets 2021: $35,073Liabilities 2021: $02021Assets 2022: $23,799Liabilities 2022: $0Net Assets 2022: $23,7992022Assets 2023: $44,790Liabilities 2023: $19,0772023Assets 2024: $38,401Liabilities 2024: $15,0002024

Highlighted filing

2022

Assets$23,799
Liabilities$0
Net Assets$23,799
Open 2022 Filing

Operations Trend

Revenue Growth90th percentile

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

$100K$50K$0-$50KRevenue 2009: $3,996Expenses 2009: $2,000Net Income 2009: $1,9962009Revenue 2011: $8,370Expenses 2011: $4,000Net Income 2011: $4,3702011Revenue 2012: $14,140Expenses 2012: $5,000Net Income 2012: $9,1402012Revenue 2013: $7,295Expenses 2013: $4,500Net Income 2013: $2,7952013Revenue 2014: $8,756Expenses 2014: $11,250Net Income 2014: -$2,4942014Revenue 2015: $11,275Expenses 2015: $13,500Net Income 2015: -$2,2252015Revenue 2016: $10,196Expenses 2016: $9,000Net Income 2016: $1,1962016Revenue 2017: $17,733Expenses 2017: $15,500Net Income 2017: $2,2332017Revenue 2018: $20,533Expenses 2018: $14,500Net Income 2018: $6,0332018Revenue 2019: $23,872Expenses 2019: $18,000Net Income 2019: $5,8722019Revenue 2020: $70,780Expenses 2020: $72,956Net Income 2020: -$2,1762020Revenue 2021: $14,246Expenses 2021: $20,493Net Income 2021: -$6,2472021Revenue 2022: $32,349Expenses 2022: $43,623Net Income 2022: -$11,2742022Revenue 2023: $65,993Expenses 2023: $64,079Net Income 2023: $1,9142023Revenue 2024: $47,857Expenses 2024: $50,169Net Income 2024: -$2,3122024

Highlighted filing

2022

Revenue$32,349
Expenses$43,623
Net Income-$11,274
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Oct 5, 2022
Return Version
2021v4.2
Gross Receipts
$32,349
Mission and Program Overview

Mission

Member education and scholarships promoting construction

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS TO COLLEGE STUDENTS STUDYING CONSTRUCTION MANAGEMENT/FINANCE$0$15,000
DONATIONS TO SUICIDE PREVENTION$0$2,000
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE GRANTPresidentPT$0--
MATT ANACKERSecretaryPT$0--
DAVID HEIERTreasurerPT$0--
JOHN T LETTIERIProgram ChairPT$0--
RICH HUSBYMembership ChairPT$0--
Filing and Contact Details

Filer

Filer Name
Construction Financial Management
EIN
91-1775903
Phone
4156778364
Address
1333 N CALIFORNIA BLVD 350, WALNUT CREEK, CA 94596

Signing Officer

Name
Dave Heier
Title
Treasurer
Phone
4156778364
Signed
2022-10-05
Supplemental Narrative

Additional Explanations

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

“Description: bank interest. Amount: 7. Description: royalties. Amount: 4,274. Total to form 990-ez, line 8: 4,281.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarships. Grantee name: students - various universities. Book value of property: 15,000. Date of gift: 03/31/22. Approved but not paid by filing deadline: yes. Amount given: 15,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: donations. Grantee name: suicide prevention. Book value of property: 2,000. Date of gift: 09/01/21. Amount given: 2,000. Total included on form 990-ez, line 10: 17,000.”

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

“Description: other. Amount: 770. Description: program expenses. Amount: 25,853. Total to form 990-ez, line 16: 26,623.”

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

“Description: deposits. Beg. Of year amount: 1,500. End of year amount: 0. Description: receivables. Beg. Of year amount: 750. End of year amount: 750.”

Raw XML Appendix125 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DAVID HEIER
IRS990EZ/BooksInCareOfDetail/PhoneNum04156778364
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01333 N CALIFORNIA BLVD STE 350
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALNUT CREEK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094596
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032823
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023049
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-11274
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035073
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023799
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017000
IRS990EZ/GrossReceiptsAmt032349
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035073
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023799
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035073
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023799
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MIKE GRANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATT ANACKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID HEIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN T LETTIERI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICH HUSBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PROGRAM CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP CHAIR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02250
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0750
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt026623
IRS990EZ/OtherRevenueTotalAmt04281
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0MEMBER EDUCATION AND SCHOLARSHIPS PROMOTING CONSTRUCTION
IRS990EZ/ProgramServiceRevenueAmt028068
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS TO COLLEGE STUDENTS STUDYING CONSTRUCTION MANAGEMENT/FINANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATIONS TO SUICIDE PREVENTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt043623
IRS990EZ/TotalProgramServiceExpensesAmt017000
IRS990EZ/TotalRevenueAmt032349
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://SANFRANCISCO.CFMA.ORG/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK INTEREST. AMOUNT: 7. DESCRIPTION: ROYALTIES. AMOUNT: 4,274. TOTAL TO FORM 990-EZ, LINE 8: 4,281.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: STUDENTS - VARIOUS UNIVERSITIES. BOOK VALUE OF PROPERTY: 15,000. DATE OF GIFT: 03/31/22. APPROVED BUT NOT PAID BY FILING DEADLINE: YES. AMOUNT GIVEN: 15,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: DONATIONS. GRANTEE NAME: SUICIDE PREVENTION. BOOK VALUE OF PROPERTY: 2,000. DATE OF GIFT: 09/01/21. AMOUNT GIVEN: 2,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 17,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER. AMOUNT: 770. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 25,853. TOTAL TO FORM 990-EZ, LINE 16: 26,623.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 1,500. END OF YEAR AMOUNT: 0. DESCRIPTION: RECEIVABLES. BEG. OF YEAR AMOUNT: 750. END OF YEAR AMOUNT: 750.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVE HEIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04156778364
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSTRUCTION FINANCIAL MANAGEMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SF CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0911775903
ReturnHeader/Filer/PhoneNum04156778364
ReturnHeader/Filer/USAddress/AddressLine1Txt01333 N CALIFORNIA BLVD 350
ReturnHeader/Filer/USAddress/CityNm0WALNUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094596
ReturnHeader/ReturnTs02022-10-05T13:36:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEIER
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
$23,799
Liabilities
$0
Net assets
$23,799
Revenue
$32,349
Expenses
$43,623
Net income
-$11,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$38.4$15.0$47.9$50.2$2.31
2023Summary only. Only limited summary data is available for this year.$44.8$19.1$66.0$64.1$1.91
2022Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$32.3$43.6$11.3
2021Summary only. Only limited summary data is available for this year.$35.1$0.00$14.2$20.5$6.25
2020Summary only. Only limited summary data is available for this year.$41.3$0.00$70.8$73.0$2.18
2019Summary only. Only limited summary data is available for this year.$45.5$0.00$23.9$18.0$5.87
2018Summary only. Only limited summary data is available for this year.$39.6$0.00$20.5$14.5$6.03
2017Summary only. Only limited summary data is available for this year.$31.5$0.10$17.7$15.5$2.23
2016Summary only. Only limited summary data is available for this year.$27.9$0.50$10.2$9.00$1.20
2015Summary only. Only limited summary data is available for this year.$26.2$0.00$11.3$13.5$2.23
2014Summary only. Only limited summary data is available for this year.$28.4$0.00$8.76$11.3$2.49
2013Summary only. Only limited summary data is available for this year.$30.9$0.00$7.30$4.50$2.80
2012Summary only. Only limited summary data is available for this year.$28.1$0.00$14.1$5.00$9.14
2011Summary only. Only limited summary data is available for this year.$18.9$0.00$8.37$4.00$4.37
2009Summary only. Only limited summary data is available for this year.$12.2$0.00$4.00$2.00$2.00