Civic Intelligence

Construction Financial Management Association - Portland or Chapter

990EZ • Fiscal year 2017 • EIN 93-1129765

Apr 01, 2016 to Mar 31, 2017 • Filed on Jul 27, 2017

Organization ProfilePORTLAND.CFMA.ORG
PO Box 6923Portland, OR 97228

(503) 716-9371

Siviq Scores

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

Liabilities / Assets

59th percentile

0.02x

Higher debt load relative to assets than 59% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.04x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

97th percentile

52%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

$97,453

No earlier filing loaded for comparison.

Net Assets

$95,528

No earlier filing loaded for comparison.

Liabilities

$1,925

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin97th percentile

Revenue

$49,077

No earlier filing loaded for comparison.

Expenses

$23,560

No earlier filing loaded for comparison.

Net Income

$25,517

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2017: $97,453Liabilities 2017: $1,925Net Assets 2017: $95,5282017Assets 2018: $110,763Liabilities 2018: $10,611Net Assets 2018: $100,1522018Assets 2019: $103,281Liabilities 2019: $0Net Assets 2019: $103,2812019Assets 2020: $97,933Liabilities 2020: $750Net Assets 2020: $97,1832020Assets 2021: $107,521Liabilities 2021: $0Net Assets 2021: $107,5212021Assets 2022: $119,286Liabilities 2022: $0Net Assets 2022: $119,2862022Assets 2023: $120,459Liabilities 2023: $0Net Assets 2023: $120,4592023Assets 2024: $109,035Liabilities 2024: $1,820Net Assets 2024: $107,2152024Assets 2025: $101,527Liabilities 2025: $3,369Net Assets 2025: $98,1582025

Highlighted filing

2017

Assets$97,453
Liabilities$1,925
Net Assets$95,528
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2017: $49,077Expenses 2017: $23,560Net Income 2017: $25,5172017Revenue 2018: $36,543Expenses 2018: $31,919Net Income 2018: $4,6242018Revenue 2019: $36,997Expenses 2019: $33,868Net Income 2019: $3,1292019Revenue 2020: $22,308Expenses 2020: $28,406Net Income 2020: -$6,0982020Revenue 2021: $43,051Expenses 2021: $32,713Net Income 2021: $10,3382021Revenue 2022: $47,913Expenses 2022: $36,148Net Income 2022: $11,7652022Revenue 2023: $55,965Expenses 2023: $54,792Net Income 2023: $1,1732023Revenue 2024: $42,724Expenses 2024: $55,968Net Income 2024: -$13,2442024Revenue 2025: $61,453Expenses 2025: $70,510Net Income 2025: -$9,0572025

Highlighted filing

2017

Revenue$49,077
Expenses$23,560
Net Income$25,517
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jul 27, 2017
Return Version
2016v3.0
Gross Receipts
$77,817
Mission and Program Overview

Mission

This organization unites individuals having financial resposibilities in the construction industry and provides a forum through which the association's members can meet to exchange ideas allowing for the development and coordination of education programs dedicated to the purpose of improving the construction financial manager.

This organization unites individuals having financial resposibilities in the construction industry and provided a forum through which the association's members can meet to exchange ideas allowing for the development and coordination of education programs dedicated to the purpose of improving the construction financial manager.

Program Services

DescriptionGrantsExpenses
PROVIDED EDUCATIONAL AND NETWORKING OPPORTUNITIES FORAPPROXIMATELY 120 ORGANIZATION MEMBERS$0$0
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACEY POIRIERPresident-$0--
KELLY NIEMELAVice-President-$0--
MIKE SAUSETreasurer-$0--
TAMRA ADAMSSecretary-$0--
ALISA CASTELLANOPast-President-$0--
DANA PIERCEDirector-$0--
TAMMY BASSDirector-$0--
GARY SCHNELLDirector-$0--
JOHN WIEDDirector-$0--
JEFF BROYLESDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$28,550$28,550-$28,550
Accounting Workshops$17,125$17,125-$17,125
Total Events$56,538$56,538-$56,538
Filing and Contact Details

Filer

Filer Name
Construction Financial Management
EIN
93-1129765
Phone
5037169371
Address
PO BOX 6923, PORTLAND, OR 97228

Signing Officer

Name
Mike Sause
Title
Treasurer
Phone
5037169371
Signed
2017-07-27

Preparer

Preparer
Mike Sause CPA
Phone
5035857774
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 12.”

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

“Activity classification: scholarships. Grantee name: cfma portland. Grantee address: po box 6923 portland, or 97228. Amount given: 15,000.”

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

“Description: bank charges. Amount: 1,877. Description: meeting expenses. Amount: 1,162. Description: board retreat. Amount: 3,702. Description: office . Amount: 221. Total to form 990-ez, line 16: 6,962.”

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

“Description: accounts receivable. Beg. Of year amount: 2,525. End of year amount: 10,400.”

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

“Description: credit cards. Beg. Of year amount: 404. End of year amount: 592. Description: deferred revenue. Beg. Of year amount: 0. End of year amount: 1,333.”

Raw XML Appendix206 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/PersonNm0STACEY POIRIER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TAMRA ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALISA CASTELLANO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02525
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010400
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06962
IRS990EZ/OtherRevenueTotalAmt012
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THIS ORGANIZATION UNITES INDIVIDUALS HAVING FINANCIAL RESPOSIBILITIES IN THE CONSTRUCTION INDUSTRY AND PROVIDED A FORUM THROUGH WHICH THE ASSOCIATION'S MEMBERS CAN MEET TO EXCHANGE IDEAS ALLOWING FOR THE DEVELOPMENT AND COORDINATION OF EDUCATION PROGRAMS DEDICATED TO THE PURPOSE OF IMPROVING THE CONSTRUCTION FINANCIAL MANAGER.
IRS990EZ/PrintingPublicationsPostageAmt098
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED EDUCATIONAL AND NETWORKING OPPORTUNITIES FORAPPROXIMATELY 120 ORGANIZATION MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
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IRS990EZ/SpecialEventsNetIncomeLossAmt027798
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TotalRevenueAmt049077
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0PORTLAND.CFMA.ORG
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0GOLF TOURNAMENT
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt1ACCOUNTING WORKSHOPS
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt2ANNUAL BANQUET
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd10
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd20
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IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt117125
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt210863
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt08821
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt11375
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt22602
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0CFMA PORTLAND
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt1CFMA PORTLAND
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt2CFMA PORTLAND
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt04729
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt115750
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt28261
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0PO BOX 6923
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt1PO BOX 6923
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt2PO BOX 6923
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0PORTLAND
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm1PORTLAND
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm2PORTLAND
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd1OR
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd2OR
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ACCOUNTING WORKSHOPS
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt056538
IRS990ScheduleG/TotalNetToOrganizationAmt012798
IRS990ScheduleG/TotalRetainedByContractorsAmt028740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 12.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: CFMA PORTLAND. GRANTEE ADDRESS: PO BOX 6923 PORTLAND, OR 97228. AMOUNT GIVEN: 15,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK CHARGES. AMOUNT: 1,877. DESCRIPTION: MEETING EXPENSES. AMOUNT: 1,162. DESCRIPTION: BOARD RETREAT. AMOUNT: 3,702. DESCRIPTION: OFFICE . AMOUNT: 221. TOTAL TO FORM 990-EZ, LINE 16: 6,962.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,525. END OF YEAR AMOUNT: 10,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: CREDIT CARDS. BEG. OF YEAR AMOUNT: 404. END OF YEAR AMOUNT: 592. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,333.
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 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE SAUSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05037169371
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSTRUCTION FINANCIAL MANAGEMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION - PORTLAND OR CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0931129765
ReturnHeader/Filer/PhoneNum05037169371
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6923
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097228
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DB630D50BA2A5D7C92527AA3F0205E5C5F1298E8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04FDCCDC9059882634CCA61F92518F741CEBDE519
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.30.50.66
ReturnHeader/FilingSecurityInformation/IPDt02017-07-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:58:54
ReturnHeader/PreparerPersonGrp/PhoneNum05035857774
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIKE SAUSE CPA
ReturnHeader/ReturnTs02017-08-02T14:39:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,453
Liabilities
$1,925
Net assets
$95,528
Revenue
$49,077
Expenses
$23,560
Net income
$25,517
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.02$0.03$0.98$0.61$0.71$0.09
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.02$1.07$0.43$0.56$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.56$0.55$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.48$0.36$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.43$0.33$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.01$0.97$0.22$0.28$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.37$0.34$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.11$1.00$0.37$0.32$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.02$0.96$0.49$0.24$0.26