Construction Financial Management Association
Nonprofit profile at a glance
- EIN
- 222766419
- IRS 990-EZ coverage
- 2018–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2012
- Location
- Archdale, NC, USA
- Phone
- 3364315852
- Rating
- 39
- Verdict
- REVIEW
- Rating confidence
- Moderate
Reported finances
- Revenue
- $134,440
- Expenses
- $87,980
- Assets
- $91,430
- Liabilities
- $4,007
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- HEATHER ROUSE (PRESIDENT)
- MARY ELLEN PRANCE (VICE PRESIDENT)
People named in this filing
- HEATHER ROUSE (PRESIDENT)
- MARY ELLEN PRANCE (VICE PRESIDENT)
- LUKE ESTOLA (TREASURER)
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 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide an association dedicated to serving the educational needs of construction financial professionals. The piedmont chapter provides an opportunity for financial professionals in the construction industry to exchange ideas, network with other professionals and stay current on matters affecting the construction industry.
What it reported doing in 2025
Bi-monthly chapter meetings are held to provide networking and educational opportunities for financial professionals working in the construction industry or for associate members supporting that industry.
Operating model
- Revenue model
- Other-operating. 93% of the money available for current operations came from other operating revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
REVIEW - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 82
- Sustainability: 68
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: 0%; rating input score 0
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 34.6%; rating input score 85; 85th percentile among comparable filings
- Total-asset coverage ratio: 1.04; rating input score 60; 60th percentile among comparable filings
- Liabilities to assets ratio: 0.04; rating input score 27; 27th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: -12.4% per year; rating input score 0; 14th percentile among comparable filings
- Revenue growth: 12.4% per year; rating input score 100; 70th percentile among comparable filings
- Asset growth: 10.2% per year; rating input score 100; 60th percentile among comparable filings
Details
- Where the money goes: 0% of revenue deployed · 0% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 8 of 9 current checks pass · 1 finding to review
- Schedules: 1 filed schedules
- Filing history: 8 filing years from 2018 to 2025
- 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 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Growth: Program expense growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 27/100.