Construction Financial Management Association (Cfma) Charlotte
Nonprofit profile at a glance
- EIN
- 222761605
- IRS 990-EZ coverage
- 2013–2025
- Forms available
- Form 990-EZ 2025
- Location
- Charlotte, NC, USA
- Phone
- 7049431722
- Rating
- 46
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $159,146
- Expenses
- $139,123
- Assets
- $153,913
- Liabilities
- $68,753
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- NICOLE MOTTERSHEAD (PAST PRESIDENT)
- SEASON WEST (PRESIDENT)
- ANDREW ESSIC (VICE PRESIDENT)
People named in this filing
- NICOLE MOTTERSHEAD (PAST PRESIDENT)
- SEASON WEST (PRESIDENT)
- KIM SCHEARER (SECRETARY)
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
Construction industry education & collaboration
What it reported doing in 2025
Cfma charlotte distributed scholarships to students intending to pursue a career in construction and construction management.
Operating model
- Revenue model
- Earned-program. 85% of the money available for current operations came from fees and other program revenue.
- 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 liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 14
- Transparency & Controls: 82
- Sustainability: 55
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 22.9%; rating input score 23
- 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: 12.6%; rating input score 60; 60th percentile among comparable filings
- Total-asset coverage ratio: 1.11; rating input score 62; 62nd percentile among comparable filings
- Liabilities to assets ratio: 0.45; rating input score 10; 10th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 4.5% per year; rating input score 100; 42nd percentile among comparable filings
- Asset growth: 7.3% per year; rating input score 100; 50th percentile among comparable filings
Details
- Where the money goes: 22.9% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 8 filing years from 2013 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 23/100.
- High — Sustainability: Liabilities to assets ratio scored 10/100.