THE HOUSTON CHAPTER OF THE CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION (EIN 222762148) - 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

1984

Legal Domicile

Principal Officer

LAURA CHALFANT

Phone

2814476278

Tax Period

2024-04-01 to 2025-03-31

THE HOUSTON CHAPTER OF THE CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION, founded in 1984, is a small nonprofit that reported $351K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $79K, a strong 23% operating margin.

Mission

COORDINATION OF PROGRAMS DEDICATED TO IMPROVING THE PROFESSIONAL STANDARDS OF FINANCIAL MANAGEMENT IN THE CONSTRUCTION INDUSTRY BY PROVIDING A MEANS AND FORUM FOR UNITING INDIVIDUALS HAVING FINANCIAL RESPONSIBILITIES IN THE CONSTRUCTION INDUSTRY, THROUGH WHICH ITS MEMBERS CAN SHARE, EDUCATE AND EXCHANGE IDEAS.

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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 $0

Program Service Revenue $350,662

Investment Income $0

Other Revenue $0

TOTAL REVENUE $350,662

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $271,650

Other Expenses $271,650

TOTAL EXPENSES $271,650

Year-over-Year Comparison

	2024	2023	Change
Revenue	$350,662	$308,871	+0.1%
Expenses	$271,650	$217,965	+0.2%
Net Income	$79,012	$90,906	-0.1%

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

N/A

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
ADAM DIMMICK	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
JOSH EDWARDS	DIRECTOR	1.00	Director	$0	$0	$0
ALLEN KNEPPER	DIRECTOR	1.00	Director	$0	$0	$0
ASHTON ROCKWELL	DIRECTOR	1.00	Director	$0	$0	$0
ABEL RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
LAURA THURMAN	DIRECTOR	1.00	Director	$0	$0	$0
CASEY CARPENTER	DIRECTOR	1.00	Director	$0	$0	$0
SEAN JOHNSTON	DIRECTOR	1.00	Director	$0	$0	$0
JASON BERKENPAS	PRESIDENT	1.00	Officer	$0	$0	$0
GERI PACHECO	VICE PRESIDENT	1.00	Officer	$0	$0	$0
LAURA CHALFANT	TREASURER	1.00	Officer	$0	$0	$0
AMY WOLF	SECRETARY	1.00	Officer	$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
2025	$350,662	$271,650	$306,365	$79,012
2024	$308,871	$217,965	$227,353	$90,906
2023	$287,103	$262,135	$136,447	$24,968

THE HOUSTON CHAPTER OF THE CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION