CONSTRUCTION MANAGEMENT ASSOCIATION NORTHERN CALIFORNIA CHAPTER (EIN 311504662) - 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

2007

Legal Domicile

Principal Officer

JEFF DEES

Phone

9164000022

Tax Period

2025-01-01 to 2025-12-31

CONSTRUCTION MANAGEMENT ASSOCIATION NORTHERN CALIFORNIA CHAPTER, founded in 2007, is a small nonprofit that reported $416K in total revenue in fiscal year 2025.

Mission

THE MISSION OF CMAA IS TO PROMOTE AND ENCOURAGE THE GROWTH AND DEVELOPMENT OF CONSTRUCTION MANAGEMENT AS A PROFESSIONAL SERVICE AND TO ENHANCE THE QUALITY OF THE CONSTRUCTION MANAGEMENT PRACTICE AT THE REGIONAL LEVEL.

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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 (2025)

Revenue Breakdown

Contributions & Grants $4,990

Program Service Revenue $409,537

Investment Income $1,943

Other Revenue $0

TOTAL REVENUE $416,470

Expense Breakdown

Grants Paid $23,500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $422,790

TOTAL EXPENSES $446,290

Year-over-Year Comparison

	2025	2024	Change
Revenue	$416,470	$419,236	0.0%
Expenses	$446,290	$436,648	+0.0%
Net Income	$-29,820	$-17,412	+0.7%

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
JEFF DEES	PRESIDENT	2.00	Officer Director	$0	$0	$0
DOMINIC TAFOYA	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
DON P HILL	SECRETARY	0.50	Officer Director	$0	$0	$0
ANGIE PAPENDICK	TREASURER	2.00	Officer Director	$0	$0	$0
TERI CRUZ	PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
DAVE WATSON	PROGRAMS CHAIR, BAY AREA	0.50	Director	$0	$0	$0
DACIA EASTIN	PROGRAMS CHAIR, SACRAMENTO	0.50	Director	$0	$0	$0
BRIAN JEMO	EDUCATION CHAIR	0.50	Director	$0	$0	$0
CARL HOLMES	OWNERS CHAIR, BAY AREA	0.50	Director	$0	$0	$0
RAMESH LYENGAR	OWNERS CHAIR, SACRAMENTO	0.50	Director	$0	$0	$0
REBECCA CARPANETO	MEMBERSHIP CHAIR	0.50	Director	$0	$0	$0
MIKE SANDLIN	CMIT/ENGINEERING PROFESSIO	0.50	Director	$0	$0	$0
LUKAS ALLRED	SCHOLARSHIP/STUDENT CHAIR	0.50	Director	$0	$0	$0
MARVIN TALUSIK	CCM & PROFESSIONAL DEVELOP	0.50	Director	$0	$0	$0
RISHI PATEL	DEIB CHAIR	0.50	Director	$0	$0	$0
KASSANDRA ORATE	COMMUNICATIONS CHAIR	0.50	Director	$0	$0	$0
DAWN BERTALONI	AWARDS CHAIR	0.50	Director	$0	$0	$0
BRIAN M SCHNARR	LEGAL CHAIR	0.50	Director	$0	$0	$0
FARZAD SHAHBODAGHLOU	EX-OFFICIO, ACADEMIC FAULT	0.50	Director	$0	$0	$0
CARLA COLLINS	DIRECTOR-AT-LARGE, STRATEG	0.50	Director	$0	$0	$0
ANDREW MITTLEMAN	DIRECTOR-AT-LARGE, STUDENT	0.50	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
2025	$416,470	$446,290	$137,120	$-29,820
2024	$419,236	$436,648	$163,785	$-17,412
2023	$369,697	$405,791	$198,991	$-36,094
2022	$337,277	$351,702	$229,790	$-14,425
2021	$269,941	$233,719	$232,831	$36,222
2020	$161,046	$116,298	$210,809	$44,748
2019	$246,716	$198,596	$168,031	$48,120
2018	$145,037	$119,361	$129,931	$25,676

CONSTRUCTION MANAGEMENT ASSOCIATION NORTHERN CALIFORNIA CHAPTER