Silicon Valley Chapter of Construction Financial Management Association
Nonprofit profile at a glance
- EIN
- 770208132
- IRS 990-EZ coverage
- 2014–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2013
- Location
- Santa Clara, CA, USA
- Phone
- 4082941025
- Rating
- 51
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $85,067
- Expenses
- $73,062
- Assets
- $76,840
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
People named in this filing
- DICK SVEC (LIFE BOARD MEMBER)
- DAVE BARNES (LIFE BOARD MEMBER)
- ANTONIO SANTOS (LIFE 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
The purpose of this corporation is to provide a forum for the exchange of information and ideas regarding financial management in the construction industry and coordinating educational programs dedicated to improving the professional standards of financial management in the construction industry.
What it reported doing in 2024
There was 1 virtual educational seminar, 6 live educational seminars, 2 live social events and 2 events focused on development of emerging professionals held in 2023, with an attendance of about 30-40 members and guests per seminar.
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 has grown recently. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 24
- Transparency & Controls: 82
- Sustainability: 60
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 37.6%; 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: 14.1%; rating input score 67; 67th percentile among comparable filings
- Total-asset coverage ratio: 1.05; rating input score 48; 48th 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: -13% per year; rating input score 0; 24th percentile among comparable filings
- Revenue growth: 2.2% per year; rating input score 100; 61st percentile among comparable filings
- Asset growth: 9.1% per year; rating input score 100; 70th percentile among comparable filings
Details
- Where the money goes: 37.6% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 11 filing years from 2014 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: Program expense growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.