Construction Financial Management Association

Nonprofit profile at a glance

EIN
330187237
IRS 990-EZ coverage
2011–2024
Forms available
Form 990-EZ 2024
Location
Ontario, CA, USA
Phone
9099857286
Rating
48
Verdict
MIXED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$11,339
Expenses
$18,455
Assets
$231,445
Liabilities
$139,702

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

Leadership & pay

10 people listed

Executive titles in this filing

  • SARAH SHORES (PRESIDENT)
  • ERICK DICKERSON (IMMEDIATE PAST PRESIDENT)
  • BRANDON EMILIO (VICE PRESIDENT AND TREASURER)

People named in this filing

  • SARAH SHORES (PRESIDENT)
  • ERICK DICKERSON (IMMEDIATE PAST PRESIDENT)
  • BRANDON EMILIO (VICE PRESIDENT AND 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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Mission is to provide a forum to construction finanical professionals to share information helping them further their careers.

What it reported doing in 2024

Educational programs and member events

Operating model

Revenue model
Membership-supported. 89% of the money available for current operations came from membership dues.
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. A relatively small share of available resources goes toward mission work and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 24
  • Transparency & Controls: 82
  • Sustainability: 40
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 37.9%; rating input score 38
  • 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: -62.8%; rating input score 11; 11th percentile among comparable filings
  • Total-asset coverage ratio: 12.54; rating input score 93; 93rd percentile among comparable filings
  • Liabilities to assets ratio: 0.6; rating input score 8; 8th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -3.2% per year; rating input score 0; 39th percentile among comparable filings
  • Asset growth: 10.6% per year; rating input score 100; 73rd percentile among comparable filings

Details

  • Where the money goes: 37.9% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 14 filing years from 2011 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 38/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 11/100.
  • High — Sustainability: Liabilities to assets ratio scored 8/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.