Civic Intelligence

Construction Financial Management Association - Portland or Chapter

990EZ • Fiscal year 2024 • EIN 93-1129765

Apr 01, 2023 to Mar 31, 2024 • Filed on Jan 15, 2025

PO Box 80431Portland, OR 97280

(503) 716-9371

Siviq Scores

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

Liabilities / Assets

58th percentile

0.02x

Higher debt load relative to assets than 58% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.04x

Higher debt load relative to revenue than 67% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

11th percentile

-31%

Higher net margin than 11% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-9.5%

Faster asset growth than 29% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-24%

Faster revenue growth than 14% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$109,035

Down $11,424 (-9.5%) from 2023

Net Assets

Down

$107,215

Down $13,244 (-11%) from 2023

Liabilities

Up

$1,820

Up $1,820 from 2023

Revenue

Down

$42,724

Down $13,241 (-24%) from 2023

Expenses

Up

$55,968

Up $1,176 (+2.1%) from 2023

Net Income

Down

-$13,244

Down $14,417 (-1229%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$109,035
Liabilities$1,820
Net Assets$107,215

Operations Trend

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

2024

Revenue$42,724
Expenses$55,968
Net Income-$13,244
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Jan 15, 2025
Return Version
2023v6.0
Gross Receipts
$42,724
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.

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE DAVISPresident-$0--
MATT MONTEZVice-President-$0--
DIANA STRASSMAIERTreasurer-$0--
ASHLEY FEHRINGERSecretary-$0--
JIM CRAWFORDPast-President-$0--
JOE CONNORSDirector-$0--
TIM PORTERDirector-$0--
CHUCK TAYLORDirector-$0--
VINCE MARRELLADirector-$0--
MAX RICHENSTEINDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$17,742$17,742-$17,742
Total Events$17,742$17,742-$17,742
Filing and Contact Details

Filer

Filer Name
Construction Financial Management
EIN
93-1129765
Phone
5037169371
Address
PO BOX 80431, PORTLAND, OR 97280

Signing Officer

Name
Diana Strassmaier
Title
Treasurer
Phone
5037169352
Signed
2025-01-15

Preparer

Firm
Aldrich Services Llp
Address
680 HAWTHORNE AVE SE, SALEM, OR 97301
Preparer
Mike Sause CPA
Phone
5035857774
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 157.

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

Activity classification: scholarships. Grantee name: cfma portland. Grantee address: po box 80431 portland, or 97280. Amount given: 6,500.

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

Description: bank charges. Amount: 781. Description: meeting expenses. Amount: 18,782. Description: other. Amount: 23,210. Total to form 990-ez, line 16: 42,773.

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

Description: accounts receivable. Beg. Of year amount: 12,650. End of year amount: 2,750. Description: other. Beg. Of year amount: 0. End of year amount: 8,981.

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

Description: other. Beg. Of year amount: 0. End of year amount: 1,820.

Raw XML Appendix165 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/PersonNm0JULIE DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATT MONTEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DIANA STRASSMAIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ASHLEY FEHRINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JIM CRAWFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOE CONNORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TIM PORTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHUCK TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8VINCE MARRELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MAX RICHENSTEIN
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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
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IRS990EZ/OtherExpensesTotalAmt042773
IRS990EZ/OtherRevenueTotalAmt0157
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THIS 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED EDUCATIONAL AND NETWORKING OPPORTUNITIES FORAPPROXIMATELY 120 ORGANIZATION MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt06695
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01820
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt055968
IRS990EZ/TotalRevenueAmt042724
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0PORTLAND.CFMA.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017742
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 157.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: CFMA PORTLAND. GRANTEE ADDRESS: PO BOX 80431 PORTLAND, OR 97280. AMOUNT GIVEN: 6,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK CHARGES. AMOUNT: 781. DESCRIPTION: MEETING EXPENSES. AMOUNT: 18,782. DESCRIPTION: OTHER. AMOUNT: 23,210. TOTAL TO FORM 990-EZ, LINE 16: 42,773.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 12,650. END OF YEAR AMOUNT: 2,750. DESCRIPTION: OTHER. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 8,981.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: OTHER. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,820.
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANA STRASSMAIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05037169352
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-15
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 80431
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097280
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALDRICH SERVICES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0680 HAWTHORNE AVE SE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097301
ReturnHeader/PreparerPersonGrp/PhoneNum05035857774
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIKE SAUSE CPA
ReturnHeader/ReturnTs02025-01-16T10:36:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

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Filings