THE SACRAMENTO CHAPTER OF THE CONS… - Form 990 Financial Data

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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

1988

Legal Domicile

Principal Officer

CHANDLER RAMOS

Phone

9168014452

Tax Period

2024-04-01 to 2025-03-31

THE SACRAMENTO CHAPTER OF THE CONSTRUCTION FINANCIAL MANAGEMENT ASSOC, founded in 1988, is a small nonprofit that reported $251K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $230K left a modest 8% surplus.

Mission

UNITE INDIVIDUALS HAVING FINANCIAL RESPONSIBILITY IN THE CONSTRUCTION INDUSTRY. PROVIDE A FORUM FOR MEMBERS TO MEET, EXCHANGE IDEAS, AND RECEIVE EDUCATION. ENHANCE THE ROLE AND PROMOTE THE IMAGE OF THE CONSTRUCTION FINANCIAL MANAGER. INVEST IN COMMUNITY, CHARITABLE, AND INDUSTRY ENDEAVORS.

Program Service Accomplishments

Program 1

ADVANCE CONSTRUCTION INDUSTRY AND PROVIDE EDUCATIONAL AND NETWORKING OPPORTUNITIES TO CONSTRUCTION FINANCIAL PROFESSIONALS IN THE SACRAMENTO REGION.

Program 2

CONDUCT WESTERN REGIONAL CONFERENCE WITH TOPICS RELATING TO CONSTRUCTION FINANCE.

Program 3

PROVIDE DONATIONS AND SCHOLARSHIPS TO OTHER CHARITABLE ORGANIZATIONS 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $250,568

Investment Income $0

Other Revenue $0

TOTAL REVENUE $250,568

Expense Breakdown

Grants Paid $9,500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $220,936

TOTAL EXPENSES $230,436

Year-over-Year Comparison

	2024	2023	Change
Revenue	$250,568	$212,841	+0.2%
Expenses	$230,436	$237,105	0.0%
Net Income	$20,132	$-24,264	-1.8%

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
TAYLOR WILSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHANDLER RAMOS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARY SHORT	TREASURER	1.00	Officer Director	$0	$0	$0
HEATHER BERGQUIST	DIRECTOR	1.00	Director	$0	$0	$0
TERRIE DILLON	DIRECTOR	1.00	Director	$0	$0	$0
MARY GRANDY	DIRECTOR	1.00	Director	$0	$0	$0
DAN KELLOW	DIRECTOR	1.00	Director	$0	$0	$0
KEITH LOVITT	DIRECTOR	1.00	Director	$0	$0	$0
GREG ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS ROUEN	DIRECTOR	1.00	Director	$0	$0	$0
VIRAAJ SOLANKI	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
2026	No data	No data	No data	No data
2025	$250,568	$230,436	$105,526	$20,132
2024	$212,841	$237,105	$89,681	$-24,264
2023	$268,856	$279,791	$130,955	$-10,935
2022	$171,151	$175,981	$127,933	$-4,830
2021	$97,413	$79,549	$76,381	$17,864
2020	$246,142	$248,267	$69,322	$-2,125

THE SACRAMENTO CHAPTER OF THE CONSTRUCTION FINANCIAL MANAGEMENT ASSOC