CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION - PUGET SOUND CHAPTER (EIN 222761607) - 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

1981

Legal Domicile

Principal Officer

BRIAN JOYCE

Phone

2066580848

Tax Period

2023-04-01 to 2024-03-31

CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION - PUGET SOUND CHAPTER, founded in 1981, is a micro nonprofit that reported $63K in total revenue in fiscal year 2023. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $80K exceeded revenue, resulting in a 27% operating deficit.

Mission

PROVIDING OPPORTUNITIES FOR NETWORKING AND EDUCATION RELATED TO 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 (2023)

Revenue Breakdown

Contributions & Grants $42,727

Program Service Revenue $36,804

Investment Income $0

Other Revenue $-16,283

TOTAL REVENUE $63,248

Expense Breakdown

Grants Paid $8,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $72,071

TOTAL EXPENSES $80,071

Year-over-Year Comparison

	2023	2022	Change
Revenue	$63,248	$175,240	-0.6%
Expenses	$80,071	$120,545	-0.3%
Net Income	$-16,823	$54,695	-1.3%

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

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CJ MITCHELL	PRESIDENT	2.00	Officer Director	$0	$0	$0
KYLE DUCEY	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
BRIAN JOYCE	TREASURER	2.00	Officer Director	$0	$0	$0
TRISTA TAYLOR	SECRETARY	2.00	Officer Director	$0	$0	$0
CHRISTIAN GEISMANN	DIRECTOR	1.00	Director	$0	$0	$0
GRACE PIZZEY	DIRECTOR	1.00	Director	$0	$0	$0
TIM NIERMAN	DIRECTOR	1.00	Director	$0	$0	$0
RHETT ENNIS	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN JACOBS	DIRECTOR	1.00	Director	$0	$0	$0
JACOB HADDOCK	DIRECTOR	1.00	Director	$0	$0	$0
CESAR TORRES	DIRECTOR	1.00	Director	$0	$0	$0
DORTHY REED	DIRECTOR	1.00	Director	$0	$0	$0
CHAE KIM	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN GUTHRIE	DIRECTOR	1.00	Director	$0	$0	$0

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
2024	$63,248	$80,071	$130,367	$-16,823
2023	$175,240	$120,545	$134,290	$54,695

CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION - PUGET SOUND CHAPTER