Liabilities / Assets
88th percentile
Higher debt load relative to assets than 88% of similar nonprofits.
Construction Financial Management Association
990EZ • Fiscal year 2024 • EIN 91-1775903
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.39x
Liabilities / Revenue
88th percentile
Higher debt load relative to revenue than 88% of similar nonprofits.
Net Margin
35th percentile
Higher net margin than 35% of similar nonprofits.
Top Officer Pay
74th percentile
Higher top officer pay than 74% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
24th percentile
Faster asset growth than 24% of similar nonprofits.
Revenue Growth
12th percentile
Faster revenue growth than 12% of similar nonprofits.
Balance Sheet
Assets
Flat$38,401
Flat from 2024
Net Assets
$23,401
No earlier filing loaded for comparison.
Liabilities
Flat$15,000
Flat from 2024
Revenue And Expenses
Revenue
Flat$47,857
Flat from 2024
Expenses
Flat$50,169
Flat from 2024
Net Income
Flat-$2,312
Flat from 2024
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Apr 1, 2023 to Mar 31, 2024
- Signed
- Aug 3, 2024
- Return Version
- 2023v5.1
- Gross Receipts
- $47,857
Mission and Program Overview
Mission
Member education and scholarships promoting construction
Program Services
| Description | Grants | Expenses |
|---|---|---|
| SCHOLARSHIPS TO COLLEGE STUDENTS STUDYING CONSTRUCTION MANAGEMENT/FINANCE | $0 | $15,000 |
| DONATIONS TO SUICIDE PREVENTION AND TOYS 4 TOTS | $0 | $1,000 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MARK LAMBERT | President | PT | $0 | - | - |
| MATT ANACKER | Secretary | PT | $0 | - | - |
| DAVID HEIER | Treasurer | PT | $0 | - | - |
| BRENDAN KEENEY | Program Chair | PT | $0 | - | - |
| LUIS ESPINOZA | Membership Chair | PT | $0 | - | - |
| JOHN T LETTIERI | Vice President | PT | $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
- 2024-08-03
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: bank interest. Amount: 6. Description: royalties. Amount: 1,465. Total to form 990-ez, line 8: 1,471.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: scholarships. Grantee name: students - various universities. Date of gift: 03/31/24. Amount given: 15,000.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: donations. Grantee name: suicide prevention. Date of gift: 03/31/24. Amount given: 1,000. Total included on form 990-ez, line 10: 16,000.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: other. Amount: 1,271. Description: program expenses. Amount: 32,898. Total to form 990-ez, line 16: 34,169.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: receivables. Beg. Of year amount: 3,000. End of year amount: 2,750.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: payables - scholarships and program fees. Beg. Of year amount: 19,077. End of year amount: 15,000.”
Raw XML Appendix129 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | DAVID HEIER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4156778364 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1333 N CALIFORNIA BLVD STE 350 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WALNUT CREEK |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94596 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 41790 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 35651 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -2312 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 44790 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 38401 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 16000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 47857 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 25713 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 23401 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 25713 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 23401 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5.00 |
| 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/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MARK LAMBERT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MATT ANACKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | DAVID HEIER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BRENDAN KEENEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | LUIS ESPINOZA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JOHN T LETTIERI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PROGRAM CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | MEMBERSHIP CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | VICE PRESIDENT |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 3000 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 2750 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 34169 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 1471 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | MEMBER EDUCATION AND SCHOLARSHIPS PROMOTING CONSTRUCTION |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 46386 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SCHOLARSHIPS TO COLLEGE STUDENTS STUDYING CONSTRUCTION MANAGEMENT/FINANCE |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | DONATIONS TO SUICIDE PREVENTION AND TOYS 4 TOTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 15000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 1000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 19077 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 15000 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 50169 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 16000 |
| IRS990EZ/TotalRevenueAmt | 0 | 47857 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTPS://SANFRANCISCO.CFMA.ORG/ |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: BANK INTEREST. AMOUNT: 6. DESCRIPTION: ROYALTIES. AMOUNT: 1,465. TOTAL TO FORM 990-EZ, LINE 8: 1,471. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: STUDENTS - VARIOUS UNIVERSITIES. DATE OF GIFT: 03/31/24. AMOUNT GIVEN: 15,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACTIVITY CLASSIFICATION: DONATIONS. GRANTEE NAME: SUICIDE PREVENTION. DATE OF GIFT: 03/31/24. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 16,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: OTHER. AMOUNT: 1,271. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 32,898. TOTAL TO FORM 990-EZ, LINE 16: 34,169. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: RECEIVABLES. BEG. OF YEAR AMOUNT: 3,000. END OF YEAR AMOUNT: 2,750. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DESCRIPTION: PAYABLES - SCHOLARSHIPS AND PROGRAM FEES. BEG. OF YEAR AMOUNT: 19,077. END OF YEAR AMOUNT: 15,000. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| 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 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| 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 | 2024-08-08 14:25:15Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DAVE HEIER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4156778364 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-08-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CONSTRUCTION FINANCIAL MANAGEMENT |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | SF CHAPTER |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CONS |
| ReturnHeader/Filer/EIN | 0 | 911775903 |
| ReturnHeader/Filer/PhoneNum | 0 | 4156778364 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1333 N CALIFORNIA BLVD 350 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WALNUT CREEK |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94596 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/ReturnTs | 0 | 2024-08-06T13:36:51-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-04-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-03-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
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.
- Assets
- $38,401
- Liabilities
- $15,000
- Net assets
- $23,401
- Revenue
- $47,857
- Expenses
- $50,169
- Net income
- -$2,312