Construction Financial Management Assoc

Nonprofit profile at a glance

EIN
752010420
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Dallas, TX, USA
Phone
6154407486
Rating
47
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$121,560
Expenses
$118,591
Assets
$138,009

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

18 people listed

Executive titles in this filing

  • Zach Miller (President)
  • Daniel Rutter (Vice President)

People named in this filing

  • Leno Ho (Director)
  • Zach Miller (President)
  • Brad Anderson (Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To promote professional development of construction financial professionals by providing quality education forums and opportunities to network with industry peers, thereby providing strategic value to members and the companies they work for.

What it reported doing in 2024

Educational Classes - Educational seminars are typically held twice throughout the year with a focus on obtaining continuing professional education credit. Topics range from the basics of construction accounting to advanced cash management. An additional review course is offered for individuals interested in obtaining the Certified Construction Industry Financial Professional credential. Expenses for these classes are minimal because instructors are chapter members who donate their time and facilities.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 3
  • Transparency & Controls: 100
  • Sustainability: 46
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 5.1%; rating input score 5
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 2.4%; rating input score 41; 41st percentile among comparable filings
  • Total-asset coverage ratio: 1.16; rating input score 64; 64th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: -27% per year; rating input score 0; 8th percentile among comparable filings
  • Revenue growth: 7.2% per year; rating input score 100; 57th percentile among comparable filings
  • Asset growth: 5.6% per year; rating input score 100; 47th percentile among comparable filings

Details

  • Where the money goes: 5.1% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments
  • Leadership: top reported pay $0 · 18 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 5/100.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 41/100.