Construction Financial Management Assoc Greater Rochesterny Chapter
Nonprofit profile at a glance
- EIN
- 521726655
- IRS 990-EZ coverage
- 2020–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2007
- Location
- Pittsford, NY, USA
- Phone
- 5856622240
- Rating
- 43
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $28,641
- Expenses
- $22,420
- Assets
- $63,312
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- DONALD PLANT (PRESIDENT)
- TIM BOLDT (VICE PRESIDENT)
People named in this filing
- CURT PROVENZO (BOARD MEMBER)
- JEFF GOULD (BOARD MEMBER)
- CRAIG EVERHART (BOARD MEMBER)
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
Forum for educational purposes to unite financial professionals in the construction industry to meet, network and exchange ideas. Also, to develop and coordinate educational programs for the purpose of improving professional standards of construction financial managers.
What it reported doing in 2024
The organization developed and organized 7 events, which offered educational programs and networking opportunities for financial professionals in the construction industry.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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 comfortably covers expenses. A relatively small share of available resources goes toward mission work and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 8
- Transparency & Controls: 82
- Sustainability: 71
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 12.3%; rating input score 12
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 21.7%; rating input score 75; 75th percentile among comparable filings
- Total-asset coverage ratio: 2.82; rating input score 73; 73rd percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 16.5% per year; rating input score 100; 88th percentile among comparable filings
- Asset growth: 1.6% per year; rating input score 100; 45th percentile among comparable filings
Details
- Where the money goes: 12.3% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 11 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 5 filing years from 2020 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 12/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.