Civic Intelligence

Construction Financial Management Association

990EZ • Fiscal year 2023 • EIN 91-1775903

Apr 01, 2022 to Mar 31, 2023 • Filed on Jan 14, 2024

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

90th percentile

0.43x

Higher debt load relative to assets than 90% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

0.29x

Higher debt load relative to revenue than 87% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

54th percentile

2.9%

Higher net margin than 54% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

96th percentile

88%

Faster asset growth than 96% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

104%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets90th percentile

Assets

Flat

$44,790

Flat from 2023

Net Assets

$25,713

No earlier filing loaded for comparison.

Liabilities

Flat

$19,077

Flat from 2023

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin54th percentile

Revenue

Flat

$65,993

Flat from 2023

Expenses

Flat

$64,079

Flat from 2023

Net Income

Flat

$1,914

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth96th 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: $19,077Net Assets 2023: $25,7132023Assets 2023: $44,790Liabilities 2023: $19,0772023Assets 2024: $38,401Liabilities 2024: $15,0002024

Highlighted filing

2023

Assets$44,790
Liabilities$19,077
Net Assets$25,713
Open 2023 Filing

Operations Trend

Revenue Growth94th 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 2023: $65,993Expenses 2023: $64,079Net Income 2023: $1,9142023Revenue 2024: $47,857Expenses 2024: $50,169Net Income 2024: -$2,3122024

Highlighted filing

2023

Revenue$65,993
Expenses$64,079
Net Income$1,914
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Jan 14, 2024
Return Version
2022v5.0
Gross Receipts
$65,993
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 AND TOYS 4 TOTS$0$3,500
Compensation and Service Providers
Top Officer Pay73rd 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
2024-01-14
Supplemental Narrative

Additional Explanations

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

“Description: bank interest. Amount: 7. Description: royalties. Amount: 3,072. Total to form 990-ez, line 8: 3,079.”

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: 03/31/23. 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: 1,000. Date of gift: 03/31/23. Amount given: 1,000.”

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

“Activity classification: donations. Grantee name: toys 4 tots. Book value of property: 2,500. Date of gift: 03/31/23. Amount given: 2,500. Total included on form 990-ez, line 10: 18,500.”

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

“Description: other. Amount: 867. Description: program expenses. Amount: 44,712. Total to form 990-ez, line 16: 45,579.”

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

“Description: receivables. Beg. Of year amount: 750. End of year amount: 3,000.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: payables - scholarships and program fees. Beg. Of year amount: 0. End of year amount: 19,077.”

Raw XML Appendix130 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/BOYAmt023049
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041790
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt01914
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023799
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044790
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018500
IRS990EZ/GrossReceiptsAmt065993
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023799
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025713
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023799
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025713
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/BOYAmt0750
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt045579
IRS990EZ/OtherRevenueTotalAmt03079
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0MEMBER EDUCATION AND SCHOLARSHIPS PROMOTING CONSTRUCTION
IRS990EZ/ProgramServiceRevenueAmt062914
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS TO COLLEGE STUDENTS STUDYING CONSTRUCTION MANAGEMENT/FINANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATIONS TO SUICIDE PREVENTION AND TOYS 4 TOTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13500
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt019077
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt064079
IRS990EZ/TotalProgramServiceExpensesAmt018500
IRS990EZ/TotalRevenueAmt065993
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://SANFRANCISCO.CFMA.ORG/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK INTEREST. AMOUNT: 7. DESCRIPTION: ROYALTIES. AMOUNT: 3,072. TOTAL TO FORM 990-EZ, LINE 8: 3,079.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: STUDENTS - VARIOUS UNIVERSITIES. BOOK VALUE OF PROPERTY: 15,000. DATE OF GIFT: 03/31/23. AMOUNT GIVEN: 15,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: DONATIONS. GRANTEE NAME: SUICIDE PREVENTION. BOOK VALUE OF PROPERTY: 1,000. DATE OF GIFT: 03/31/23. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: DONATIONS. GRANTEE NAME: TOYS 4 TOTS. BOOK VALUE OF PROPERTY: 2,500. DATE OF GIFT: 03/31/23. AMOUNT GIVEN: 2,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 18,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: OTHER. AMOUNT: 867. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 44,712. TOTAL TO FORM 990-EZ, LINE 16: 45,579.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: RECEIVABLES. BEG. OF YEAR AMOUNT: 750. END OF YEAR AMOUNT: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: PAYABLES - SCHOLARSHIPS AND PROGRAM FEES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 19,077.
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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVE HEIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04156778364
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-14
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02024-01-22T19:15:30-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEIER
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,790
Liabilities
$19,077
Net assets
$25,713
Revenue
$65,993
Expenses
$64,079
Net income
$1,914
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
2023Detailed filing. Detailed filing data is available for this year.$44.8$19.1$25.7$66.0$64.1$1.91
2023Summary only. Only limited summary data is available for this year.$44.8$19.1$66.0$64.1$1.91
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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