THE CONSTRUCTION FINANCIAL MANAGEMENT AS (EIN 222400462) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

NEIL SHAH

Phone

6094528000

Tax Period

2024-04-01 to 2025-03-31

THE CONSTRUCTION FINANCIAL MANAGEMENT AS, founded in 1982, is a mid-sized nonprofit that reported $10.9M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION BUILDS IMPACTFUL CONSTRUCTION FINANCIAL PROFESSIONALS AND CREATES COMMUNITIES FOR LEARNING, NETWORKING AND COLLABORATION THE ADVANCE THE CONSTRUCTION INDUSTRY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,542,586

Program Service Revenue $5,895,018

Investment Income $394,950

Other Revenue $29,028

TOTAL REVENUE $10,861,582

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,261,082

Fundraising Expenses $0

Program Expenses $8,242,868

Other Expenses $6,473,892

TOTAL EXPENSES $10,734,974

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,861,582	$9,693,693	+0.1%
Expenses	$10,734,974	$9,773,372	+0.1%
Net Income	$126,608	$-79,679	-2.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

291

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$601,979

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARYL CORONIS CPA CCIFP	CHAIRWOMAN	1.00	Officer Director	$0	$0	$0
JENNIFER MURPHY CCIFP	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOHN MORAN CCIFP CPA	TREASURER	1.00	Officer Director	$0	$0	$0
MARGIE L MORRRIS CCIFP	SECRETARY	1.00	Officer Director	$0	$0	$0
KEVIN FOLEY CCIFP	PAST VICE CHAIR	1.00	Officer Director	$0	$0	$0
HEIDI BOE	VP MEMBER ENGAGEMENT	40.00	Officer	$141,857	$0	$141,857
NEIL SHAH	PRESIDENT/CEO	40.00	Officer	$418,997	$41,125	$460,122
KRISTI DOMBOSKI	VP OF MARKETING	40.00	Highest	$156,808	$39,827	$196,635
STACEY SCHOLL	VP OF FINANCE	40.00	Highest	$165,168	$38,480	$203,648
BRIAN SUMMERS	VP OPERATIONS	40.00	Highest	$266,899	$44,248	$311,147

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$10,861,582	$10,734,974	$14,913,974	$126,608
2024	$9,693,693	$9,773,372	$14,091,395	$-79,679
2023	$8,360,398	$8,849,947	$12,233,945	$-489,549
2022	$6,816,166	$6,733,672	$11,734,249	$82,494
2021	$6,058,810	$5,304,744	$10,505,762	$754,066
2020	$7,934,981	$7,528,565	$9,688,763	$406,416
2019	$7,197,513	$6,952,502	$9,970,457	$245,011
2018	$6,881,696	$6,247,083	$9,109,450	$634,613

THE CONSTRUCTION FINANCIAL MANAGEMENT AS