Construction Financial Management Sf Chapter
Nonprofit profile at a glance
- EIN
- 911775903
- IRS 990-EZ coverage
- 2021–2023
- Forms available
- Form 990-EZ 2023, Form 990-N 2009
- Location
- Walnut Creek, CA, USA
- Phone
- 4156778364
- Rating
- 54
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $47,857
- Expenses
- $50,169
- Assets
- $38,401
- Liabilities
- $15,000
Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- MARK LAMBERT (PRESIDENT)
- JOHN T LETTIERI (VICE PRESIDENT)
People named in this filing
- MARK LAMBERT (PRESIDENT)
- MATT ANACKER (SECRETARY)
- DAVID HEIER (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 2023. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Member education and scholarships promoting construction
What it reported doing in 2023
Scholarships to college students studying construction management/finance
Operating model
- Revenue model
- Earned-program. 97% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
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 a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 33
- Transparency & Controls: 82
- Sustainability: 37
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 33.4%; rating input score 33
- Program expense ratio: 31.9%; rating input score 32
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -4.8%; rating input score 38; 38th percentile among comparable filings
- Total-asset coverage ratio: 0.77; rating input score 39; 39th percentile among comparable filings
- Liabilities to assets ratio: 0.39; rating input score 10; 10th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -2.9% per year; rating input score 0; 41st percentile among comparable filings
- Revenue growth: 15.9% per year; rating input score 100; 86th percentile among comparable filings
- Asset growth: 20.5% per year; rating input score 100; 86th percentile among comparable filings
Details
- Where the money goes: 33.4% of revenue deployed · 31.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $16K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 1 filed schedules
- Filing history: 3 filing years from 2021 to 2023
- 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 33/100.
- Moderate — Financial Efficiency: Program expense ratio scored 32/100.
- High — Growth: Program expense growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 38/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 39/100.
- High — Sustainability: Liabilities to assets ratio scored 10/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.