CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION (EIN 22-2400462)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2021-02-11
- IRS object ID
- 202100429349300540
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-11T12:59:46-06:00 | ReturnTs |
| Tax Period End | 2020-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 SYLVAN WAY | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070543801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222400462 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CONSTRUCTION FINANCIAL MANAGEMENT | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONS | BusinessNameControlTxt |
| Phone | 6094528000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 VILLAGE BLVD NO 200 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART BINSTOCK | PersonNm |
| Person Title | PRESIDENT / CEO | PersonTitleTxt |
| Phone | 6094528000 | PhoneNum |
| Signature | 2021-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI ROTHE YOKOBOSKY CPA | PreparerPersonNm |
| PTIN | P01273422 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2021-02-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHELLE EASTMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 VILLAGE BLVD NO 200 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,934,981 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.CFMA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | TO DEVELOP AND COORDINATE EDUCATIONAL PROGRAMS DEDICATED TO THE PURPOSE OF IMPROVING THE PROFESSIONAL STANDARDS OF CONSTRUCTION FINANCIAL MANAGERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $376,768 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,574,026 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,797,333 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,289,809 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,754,232 | CYProgramServiceRevenueAmt |
| PY Investment Income | $136,277 | PYInvestmentIncomeAmt |
| CY Investment Income | $127,827 | CYInvestmentIncomeAmt |
| PY Other Revenue | $197,401 | PYOtherRevenueAmt |
| CY Other Revenue | $255,589 | CYOtherRevenueAmt |
| PY Total Revenue | $7,197,513 | PYTotalRevenueAmt |
| CY Total Revenue | $7,934,981 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,609,905 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,806,170 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,342,597 | PYOtherExpensesAmt |
| CY Other Expenses | $4,722,395 | CYOtherExpensesAmt |
| PY Total Expenses | $6,952,502 | PYTotalExpensesAmt |
| CY Total Expenses | $7,528,565 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $245,011 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $406,416 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,970,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,688,763 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,211,018 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,671,981 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,759,439 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,016,782 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO DEVELOP AND COORDINATE EDUCATIONAL PROGRAMS DEDICATED TO THE PURPOSE OF IMPROVING THE PROFESSIONAL STANDARDS OF CONSTRUCTION FINANCIAL MANAGERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | CONFERENCES, CONVENTIONS & MEETINGS HELD FOR EDUCATIONAL PURPOSES TO UPDATE, INFORM & INSTRUCT FINANCIAL MANAGERS & THEIR EMPLOYEES IN THE CONSTRUCTION FINANCIAL MANAGEMENT INDUSTRY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEWSLETTERS, MAGAZINES AND PROMOTIONAL MATERIALS TO ENHANCE PRIMARY GOALS LISTED IN (A) ABOVE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 32 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUART BINSTOCK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6094528000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 VILLAGE BLVD NO 200 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| AMY F MCKELVEY | |||||||
| COMM. MEM. | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BURT GUIBERTEAU | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CARYL CORONIS CPA CCIFP | |||||||
| COMM. MEM. | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE MILLER CCIFP | |||||||
| COMM. MEM. | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIKA URBANI | |||||||
| COMM. MEM. | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GRETCHEN KELLY | |||||||
| COMM. MEM. | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HERBERT W BROWNETT CCIFP | |||||||
| OUTGOING COMM. MEM. | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON MYERS | |||||||
| COMM. MEM. | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON KEEN CCIFP CPA | |||||||
| COMM. MEM. | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEREMY MAXWELL CPA CCIFP | |||||||
| COMM. MEM. | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE MCLAUGHLIN CPA CCIFP | |||||||
| PAST CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOHN MORAN | |||||||
| COMM. MEM. | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KARI JUVERA CPA CCIFP | |||||||
| COMM. MEM. | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN R BOOTH CCIFP | |||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARC MCKERLEY | |||||||
| COMM. MEM. | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL R SARDO JR | |||||||
| COMM. MEM. | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE D EASTMAN CCIFP | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PAMELA HEPURN | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PAM HUMMEL | |||||||
| COMM. MEM. | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA D DUNN CPA CCIFP | |||||||
| COMM. MEM. | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK M KOLB CCIFP | |||||||
| COMM. MEM. | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP ZAK CPA CCIFP | |||||||
| COMM. MEM. | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RHONDA HUISMANN CCIFP CPA | |||||||
| COMM. MEM. | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT W BAXTER CCIFP | |||||||
| COMM. MEM. | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS BORGIA | |||||||
| COMM. MEM. | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STACEY SCHOLL | |||||||
| DIRECTOR OF FINANCE | 40.00 | $88,188 | $0 | $36,447 | Yes (X) | ||
| STUART BINSTOCK | |||||||
| PRESIDENT/CEO | 40.00 | $339,810 | $0 | $21,154 | Yes (X) | ||
| BRIAN SUMMERS | |||||||
| VP OPERATIONS | 40.00 | $208,858 | $0 | $41,003 | Yes (X) | ||
| CATHERINE WASNER | |||||||
| VP MEMBER & CHAPTER SUPPOR | 40.00 | $131,285 | $0 | $24,528 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $768,141 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $123,132 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 WALNUT STREET SUITE 1700 | AddressLine1Txt |
| City | KASAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING SERVICES | ServicesDesc |
| Compensation | $224,420 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $3,797,333 | MembershipDuesAmt |
| Total Contributions | $3,797,333 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONFERENCES | 230000 | $2,495,048 | $2,495,048 | |
| EDUCATION | 230000 | $612,552 | $609,536 | $3,016 |
| PUBLICATIONS | 230000 | $298,631 | $298,631 | |
| ACCTG. AND REPORTING | 230000 | $226,673 | $220,083 | $6,590 |
| ADVERTISING WEBSITE | 230000 | $73,169 | $14,373 | $58,796 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,159 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,424 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $9,735 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,754,232 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $127,827 | TotalRevenueColumnAmt |
| Exclusion | $127,827 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $104,624 | TotalRevenueColumnAmt |
| Exclusion | $104,624 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AFFILIATE FEE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $150,965 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $150,965 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $150,965 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,934,981 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,528,429 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $376,768 | UnrelatedBusinessRevenueAmt |
| Exclusion | $232,451 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,873 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,846,653 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,698 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,905 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,041 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,958 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,010 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,828 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,728 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,427 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,019 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,647 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,592 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,071 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,181,566 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,599 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,325 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CHAPTER SUPPORT | $416,982 |
| MEMBERSHIP FORMATION | $219,996 |
| EDUCATION | $190,420 |
| STAFF TRAINING | $32,046 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,181 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,528,565 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360 | BOYAmt |
| EOY | $96 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,452,238 | BOYAmt |
| EOY | $6,273,880 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,929 | BOYAmt |
| EOY | $126,194 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,137 | BOYAmt |
| EOY | $203,534 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $636,644 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $564,651 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,177 | BOYAmt |
| EOY | $71,993 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,709,956 | BOYAmt |
| EOY | $2,626,558 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $394,660 | BOYAmt |
| EOY | $386,508 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,970,457 | BOYAmt |
| EOY | $9,688,763 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $528,216 | BOYAmt |
| EOY | $1,391,508 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,122,247 | BOYAmt |
| EOY | $2,766,008 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $560,555 | BOYAmt |
| EOY | $514,465 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,211,018 | BOYAmt |
| EOY | $4,671,981 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,759,439 | BOYAmt |
| EOY | $5,016,782 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,759,439 | BOYAmt |
| EOY | $5,016,782 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,970,457 | BOYAmt |
| EOY | $9,688,763 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $406,416 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$149,073 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $177,415 | OtherCostOrOtherBasisAmt |
| Depreciation | $177,415 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $97,326 | OtherCostOrOtherBasisAmt |
| Depreciation | $78,193 | DepreciationAmt |
| Book Value | $19,133 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $361,903 | OtherCostOrOtherBasisAmt |
| Depreciation | $309,043 | DepreciationAmt |
| Book Value | $52,860 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $71,993 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUNDS | Desc |
| Book Value | $2,626,558 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,626,558 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $82,089 |
| DUE CHAPTERS | $432,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $514,465 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,619,115 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$149,073 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$149,073 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,768,188 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $15,828 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $150,965 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $166,793 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,934,981 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,361,772 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$150,965 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$150,965 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,512,737 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $15,828 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $15,828 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,528,565 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | CFMA HAS NO UNRECOGNIZED TAX BENEFITS AT MARCH 31, 2020 AND 2019. CFMA'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEARS 2016 AND 2015, RESPECTIVELY, ARE CLOSED, AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. CFMA RECOGNIZES INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS AS OPERATING EXPENSES AND INCLUDES ACCRUED INTEREST AND PENALTIES WITH ACCRUED EXPENSES IN THE STATEMENTS OF FINANCIAL POSITION, IF ANY. THERE WERE NO INTEREST OR PENALTIES PAID FOR THE YEARS ENDED MARCH 31, 2020 AND 2019. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | AFFILIATE FEES 150,965. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | AFFILIATE FEES -150,965. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STUART BINSTOCK | ||||||||||||||
| PRESIDENT/CEO | $262,571 | $0 | $60,000 | $0 | $17,239 | $0 | $9,284 | $0 | $11,870 | $0 | $360,964 | $0 | $0 | $0 |
| BRIAN SUMMERS | ||||||||||||||
| VP OPERATIONS | $193,306 | $0 | $15,000 | $0 | $552 | $0 | $8,951 | $0 | $32,052 | $0 | $249,861 | $0 | $0 | $0 |
| CATHERINE WASNER | ||||||||||||||
| VP MEMBER & CHAPTER SUPPOR | $124,733 | $0 | $6,000 | $0 | $552 | $0 | $6,050 | $0 | $18,478 | $0 | $155,813 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) REPRESENTS BONUSES DURING THE FISCAL YEAR. THESE AMOUNTS WAS APPROVED BY THE BOARD, AND REFLECTED IN THEIR 2019 W-2'S. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE PEOPLE WHO BELONG TO THIS ORGANIZATION ARE CONSIDERED MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS MAY ELECT THOSE MEMBERS WHO QUALIFY TO BE ON GOVERNING BODY OF THIS ORGANIZATION |
| FORM 990, PART VI, SECTION A, LINE 7B | ALL DECISIONS BY THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE GOVERNING BODY WAS PROVIDED A COPY OF THE FORM 990 TO REVIEW PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MONITORS AND ENFORCES POLICY ON CONFLICT OF INTEREST BY INFORMING BOARD MEMBERS TO REPORT ANY AND ALL CONFLICT OF INTEREST THAT MAY IMPACT THE ORGANIZATION. ALL OFFICERS, EXECUTIVE COMMITTEE AND FINANCE COMMITTEE MEMBERS ARE REQUIRED TO SIGN AN ANNUAL DISCLOSURE FORM. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ORGANIZATION'S CHAIRMAN AND VICE CHAIRMAN ARE INVOLVED IN THE ORGANIZATION'S PROCESS TO DETERMINE IF ANY COMPENSATION IS TO BE PAID TO CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THIS INFORMATION IS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS AN AUDIT SUBCOMMITTEE THAT OVERSEES THESE RESPONSIBILITIES. |