Civic Intelligence

Construction Financial Management Association - Portland or Chapter

990EZ • Fiscal year 2020 • EIN 93-1129765

Apr 01, 2019 to Mar 31, 2020 • Filed on Jun 29, 2020

Organization ProfilePORTLAND.CFMA.ORG
PO Box 80202Portland, OR 97280

(503) 716-9371

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.01x

Higher debt load relative to assets than 52% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.03x

Higher debt load relative to revenue than 62% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

18th percentile

-27%

Higher net margin than 18% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

35th percentile

-5.2%

Faster asset growth than 35% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-40%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$97,933

Down $5,348 (-5.2%) from 2019

Net Assets

Down

$97,183

Down $6,098 (-5.9%) from 2019

Liabilities

Up

$750

Up $750 from 2019

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin18th percentile

Revenue

Down

$22,308

Down $14,689 (-40%) from 2019

Expenses

Down

$28,406

Down $5,462 (-16%) from 2019

Net Income

Down

-$6,098

Down $9,227 (-295%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

2020

Assets$97,933
Liabilities$750
Net Assets$97,183
Open 2020 Filing

Operations Trend

Revenue Growth29th percentile

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

2020

Revenue$22,308
Expenses$28,406
Net Income-$6,098
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jun 29, 2020
Return Version
2019v5.1
Gross Receipts
$52,760
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
GARY SCHNELLPresident-$0--
JOHN WEIDVice-President-$0--
MIKE SAUSETreasurer-$0--
JAMES CRAWFORDSecretary-$0--
KELLY NIEMELAPast-President-$0--
JEANNIE SPENCERDirector-$0--
TAMMY BASSDirector-$0--
JOE CONNORSDirector-$0--
PETER LOWRYDirector-$0--
CONNOR DAVIDSONDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Accounting Workshops$16,790$16,790-$16,790
Golf Tournament$7,974$7,974-$7,974
Total Events$36,041$36,041-$36,041
Filing and Contact Details

Filer

Filer Name
Construction Financial Management
EIN
93-1129765
Phone
5037169371
Address
PO BOX 80202, PORTLAND, OR 97280

Signing Officer

Name
Mike Sause
Title
Treasurer
Phone
5037169371
Signed
2020-06-29

Preparer

Preparer
Mike Sause CPA
Phone
5035857774
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 41.”

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

“Activity classification: scholarships. Grantee name: cfma portland. Grantee address: po box 80202 portland, or 97280. Amount given: 12,133.”

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

“Description: bank charges. Amount: 154. Description: meeting expenses. Amount: 5,582. Description: board retreat. Amount: 8,148. Total to form 990-ez, line 16: 13,884.”

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

“Description: accounts receivable. Beg. Of year amount: 5,620. End of year amount: 5,450. Description: other receivables. Beg. Of year amount: 0. End of year amount: 211.”

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

“Description: deferred revenue. Beg. Of year amount: 0. End of year amount: 750.”

Raw XML Appendix205 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/BooksInCareOfDetail/PhoneNum05037169371
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE OSWEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARY SCHNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN WEID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIKE SAUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES CRAWFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELLY NIEMELA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEANNIE SPENCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TAMMY BASS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOE CONNORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PETER LOWRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CONNOR DAVIDSON
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/BOYAmt05620
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05661
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt013884
IRS990EZ/OtherRevenueTotalAmt041
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED EDUCATIONAL AND NETWORKING OPPORTUNITIES FORAPPROXIMATELY 120 ORGANIZATION MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt02389
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt030452
IRS990EZ/SpecialEventsNetIncomeLossAmt05589
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0750
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt028406
IRS990EZ/TotalRevenueAmt022308
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0PORTLAND.CFMA.ORG
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0ACCOUNTING WORKSHOPS
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt1ANNUAL BANQUET
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt2GOLF TOURNAMENT
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd10
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd20
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt016907
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt18150
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt27974
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0206
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt1-5276
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt27649
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0CFMA PORTLAND
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt1CFMA PORTLAND
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt2CFMA PORTLAND
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt016701
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt113426
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt2325
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
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016790
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07974
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016790
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07974
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036041
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036041
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt033031
IRS990ScheduleG/TotalNetToOrganizationAmt02579
IRS990ScheduleG/TotalRetainedByContractorsAmt030452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 41.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: CFMA PORTLAND. GRANTEE ADDRESS: PO BOX 80202 PORTLAND, OR 97280. AMOUNT GIVEN: 12,133.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK CHARGES. AMOUNT: 154. DESCRIPTION: MEETING EXPENSES. AMOUNT: 5,582. DESCRIPTION: BOARD RETREAT. AMOUNT: 8,148. TOTAL TO FORM 990-EZ, LINE 16: 13,884.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 5,620. END OF YEAR AMOUNT: 5,450. DESCRIPTION: OTHER RECEIVABLES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 211.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 0. 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 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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE SAUSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05037169371
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-29
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 80202
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097280
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E7A9203B42C6EBE67A7E78E9BE8224291FD22D1B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0200C14A4C1642EF3ABF725493CD0BA4EE178CDEC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.234.117.166
ReturnHeader/FilingSecurityInformation/IPDt02020-06-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:14:12
ReturnHeader/PreparerPersonGrp/PhoneNum05035857774
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIKE SAUSE CPA
ReturnHeader/ReturnTs02020-07-02T13:50:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,933
Liabilities
$750
Net assets
$97,183
Revenue
$22,308
Expenses
$28,406
Net income
-$6,098
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