2025-07-01T18:06:07-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 3975 FREEDOM CIRCLE SUITE 400 SANTA CLARA CA 95054 990EZ 2024-01-01 770208132 SILICON VALLEY CHAPTER OF CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION SILI 4082941025 3975 FREEDOM CIRCLE 400 SANTA CLARA CA 95054 MARK DAINES PRESIDENT 4082941025 2025-06-09 1 0 ERIKA SHUPER P01413300 6508571655 2025-06-09 2024 2025-03-06 01:10:19Z 9139 X X WWW.CFMASV.COM X X 103848 X 44000 35234 3 16335 18781 -2446 8276 85067 32000 41062 73062 12005 64835 0 76840 X 64241 76084 594 756 64835 76840 0 0 64835 76840 X THE PURPOSE OF THIS CORPORATION IS TO PROVIDE A FORUM FOR THE EXCHANGE OF INFORMATION AND IDEAS REGARDING FINANCIAL MANAGEMENT IN THE CONSTRUCTION INDUSTRY AND COORDINATING EDUCATIONAL PROGRAMS DEDICATED TO IMPROVING THE PROFESSIONAL STANDARDS OF FINANCIAL MANAGEMENT IN THE CONSTRUCTION INDUSTRY. SCHOLARSHIP FOR STUDENTS STUDYING IN CONSTRUCTION INDUSTRY TRADES TO ASSIST THE STUDENTS WITH EDUCATION EXPENSES. THERE WERE 5 SCHOLARSHIP WINNERS. 0 0 WINE SOCIAL - ANNUAL WINE NETWORKING EVENT TO PROMOTE THE CHAPTER. THERE WERE 98 ATTENDEES. 0 0 THERE WAS 1 VIRTUAL EDUCATIONAL SEMINAR, 6 LIVE EDUCATIONAL SEMINARS, 2 LIVE SOCIAL EVENTS AND 2 EVENTS FOCUSED ON DEVELOPMENT OF EMERGING PROFESSIONALS HELD IN 2023, WITH AN ATTENDANCE OF ABOUT 30-40 MEMBERS AND GUESTS PER SEMINAR. 0 0 X DICK SVEC LIFE BOARD MEMBER 3.00 0 0 0 DAVE BARNES LIFE BOARD MEMBER 3.00 0 0 0 ANTONIO SANTOS LIFE BOARD MEMBER 3.00 0 0 0 HOWARD LOOMIS LIFE BOARD MEMBER 3.00 0 0 0 JIM UNTIEDT LIFE BOARD MEMBER 3.00 0 0 0 LORNE RUNDQUIST LIFE BOARD MEMBER 3.00 0 0 0 ROMIN THOMSON LIFE BOARD MEMBER 3.00 0 0 0 ROSY CHOBANIAN BOARD MEMBER 3.00 0 0 0 SEAN LERNIHAN BOARD MEMBER 3.00 0 0 0 DAVE HESLOP BOARD MEMBER 3.00 0 0 0 BRITTNI DALEY-GRISHAEVA BOARD MEMBER 3.00 0 0 0 VINCE SCOLARI BOARD MEMBER 3.00 0 0 0 X 0 0 0 0 0 0 0 0 CA ERIKA SHUPER 3975 FREEDOM CIRCLE SUITE 400 SANTA CLARA CA 95054 4083853416 0 0 0 0 0 0 0 ANNUAL WINE EVENT 16335 16335 4242 14539 16335 16335 4242 14539 18781 -2446 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 3. FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: COMDATA REBATE. AMOUNT: 3,776. DESCRIPTION: STAR FUNDS. AMOUNT: 3,000. DESCRIPTION: REVENUE - EVENT. AMOUNT: 1,500. TOTAL TO FORM 990-EZ, LINE 8: 8,276. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: MISAEL GONZALEZ. DATE OF GIFT: 08/30/24. AMOUNT GIVEN: 10,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: JORDAN CAMPOS. DATE OF GIFT: 08/30/24. AMOUNT GIVEN: 8,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: JOSIAH RANGEL. DATE OF GIFT: 08/30/24. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: DANIEL DESOTO. DATE OF GIFT: 08/30/24. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: LUCAS CANE. DATE OF GIFT: 08/30/24. AMOUNT GIVEN: 4,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 32,000. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: COMPUTER/NETWORK/SERVER COSTS. AMOUNT: 624. DESCRIPTION: ADMINISTRATIVE. AMOUNT: 9,181. DESCRIPTION: MISC MEETING COSTS. AMOUNT: 3,928. DESCRIPTION: EVENTS - COST. AMOUNT: 27,329. TOTAL TO FORM 990-EZ, LINE 16: 41,062. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: OTHER CURRENT ASSETS. BEG. OF YEAR AMOUNT: 594. END OF YEAR AMOUNT: 756. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.