2026-09-14T11:39:16-04:00 2026-03-31 260797729 MUNROE HAAS PA 2813 S HIAWASSEE RD STE 307 ORLANDO FL 328356690 990EZ 2025-04-01 593571348 CONSTRUCTION FINANCIAL MGMT ASSOC CONS 4075795700 1000 LEGION PLACE ORLANDO FL 32801 GEOFFREY GALLO TREASURER 4075795700 2026-09-13 BETTY A HAAS CPA P00615193 4072912700 2026-09-13 2025 X 9139 X N/A X X 92309 X 16517 60867 14925 92309 450 6930 71795 79175 13134 48289 61423 X 44794 59533 5670 6183 50464 65716 2175 4293 48289 61423 EDUCATION AND PROFESSIONAL DEVELOPMENT MONTHLY EDUCATIONAL PROGRAMS AND NETWORKING. CHRISTINA FINCH SECRETARY 1.00 0 GEOFFREY GALLO TREASURER 1.00 0 AARON JACOBSON VICE PRESIDE 1.00 0 ANDREW LANEY PRESIDENT 1.00 0 false false false false false false false false GEOFFREY GALLO 1000 LEGION PLACE SUITE 900 ORLANDO FL 32801 4075795700 false false false false false false false false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ ITEM F GROUP EXEMPTION NUMBER THE CHAPTER IS FILING THIS FORM 990-EZ SEPARATELY UNDER ITS OWN EIN. IT REAMIANS A SUBORDINATE ORGANIZATION COVERED BY CFMA GROUP EXEMPTION NUMBER 9139 AND WAS NOT INCLUDED IN A NATIONAL CFMA GROUP RETURN. ADDITIONAL OPERATIONAL INFORMATION NO RELATED-PARTY TRANSACTIONS OCCURRED. CHAPTER ADMINISTRATION WAS PERFORMED BY AN INDEPENDENT THIRD-PARTY CONTRACTOR PAID HOURLY. THE CHAPTER MADE NO SCHOLARSHIP CONTRIBUTIONS DURING THE FISCAL YEAR. OFFICERS AND DIRECTORS SERVED WITHOUT COMPENSATION OR BENEFITS. REASONABLE CAUSE EXPLANATION FOR LATE FILING: THE ORGANIZATION HISTORICALLY SATISFIED ITSANNUAL FILING REQUIREMENT BY FILING FORM 990-N AND REASONABLY BELIEVED THAT IT WOULD CONTINUE TO QUALIFY FOR THE ELECTRONIC POSTCARD FOR THE FISCAL YEAR ENDED MARCH 31, 2026. DURING PREPARATION OF THE CURRENT-YEAR FILING, THE ORGANIZATION REVIEWED THE APPLICABLE THREE-YEAR GROSS RECEIPTS TEST AND DETERMINED THAT ITS AVERAGE GROSS RECEIPTS FOR THE FISCAL YEARS ENDED MARCH 31, 2024, MARCH 31, 2025 AND MARCH 31, 2026 EXCEEDED 50,000. THE ORGANIZATION THEREFORE DETERMINED THAT FORM 990-EZ, RATHER THAN FORM 990-N, WAS REQUIRED. NO FORM 8868 EXTENSION WAS FILED BECAUSE THE CHAPTER REASONABLY BELIEVED FORM 990-N WOULD SATISFY ITS ANNUAL FILING REQUIREMENT. THE FILIN DELAY RESULTED FROM THE ORGANIZATION'S GOOD-FAITH MISUNDERSTANDING OF THE MULTI- YEAR ELIGIBILITY TEST AND WAS NOT DUE TO WILLFUL NEGLECT. AFTER IDENTIFYING THE CORRECT FILING REQUIREMENT, THE ORGANIZAITON PROMPTLY ASSEMBLED THE INFORMATION NEEDED TO PREPARE AND ELECTRONICALLY SUBMIT FORM 990-EZ. THE ORGANIZATION RESPECTFULLY REQUESTS WAIVER OF ANY LATE-FILING PENALTY BASED UPON REASONABLE CAUSE. APPROVED BY: __________________ DATE: __________________ GEOFFREY GALLO, TREASURER FORM 990-EZ, PART I FORM 990 EZ, PART 1 LINE 1 - CONTRIBUTIONS AND GRANTS CHAPTER SUPPORT SUBSIDY RECEIVED 16,517.15 FROM THE NATIONAL CFMA ORANIZATION IN QUARTERLY INSTALLMENTS TO SUPPORT LOCAL CHAPTER ACTIVITIES. FORM 990-EZ, PART 1,LINE 2- PROGRAM SERVICE REVENUE ANNUEL CHAPTER SPONSORSHIPS:45,062;CONFERENCE,MEETING AND SEMINAR REGISTRATION:7,147: GOLF EVENT REVENUE:4,561;SOCIAL EVENT REVENUE: 4,097. TOTAL: 60,867. SPONSERSHIP LEVELS WERE DIAMOND: 5,000; GOLD: 3,500; SILVER:2,500; BRONZE;1,500; AND IRON:750. EVENT REGISTRATION FEES RANGED FROM 0 TO 150 PER PERSON DEPENDING ON THE EVENT AND WHETHER THE ATTENDEE WAS A MEMBER OR NONMEMBER. SPONSOR RECOGNITION PROVIDED VISIBILITY TO MEMBERS BUT NOT INCLUDE ADVERTISING SERVISE; NO PORTION WAS UNRELATED BUSINESS INCOME. FORM 990-EZ, PART 1, LINE 11 - BENEFITS PAID TO OR FOR MEMBERS QUALIFYING CCIFP COURSE AND EXAM REIMBURSEMENTS PAID TO STUDENTS:450. FORM 990-EZ, PART 1, LINE 16 - OTHER EXPENSES BOARD AND CHAPTER MEALS AND REGIONAL ACTIVITIES:13,983; INSTRUCTOR TRAVEL REIMBURSEMENT FOR THE CCIFP COURSE PROGRAM: 678; CONSTANT CONTACT: 1,078; CREDIT-CARD AND TRANSACTION FEES: 3,087; OTHER ADMINISTRATIVE EXPENSES: 1,232; CONFERENCES AND MEETINGS:34,136; SOCIAL EVENTS: 17,601. TOTAL: 71,795. THE INSTRUCTOR TRAVEL REIMBURSEMENT WAS 677.92 BEFORE WHOLE- DOLLAR ROUNDING.TOGETHER WITH THE 450 STUDENT REIMBURSEMENTS, TOTAL CPE AND CCIFP-RELATED EXPENDITURE WERE 1,127.92. FORM 990-EZ, PART I, LINE 16 EXPENSES 71,795 TOTAL 71,795 FORM 990-EZ, PART II FORM 990-EZ,PART 11, LINES 24 AND 26 - OTHER ASSETS AND LIABILITIES OTHER ASSETS:BEGINNING EVENT DEPOSITS 5,670; ENDING EVENT DEPOSIT 2,575 AND PREPAID EXPENSES 3,608, FOR TOTAL ENDING OTHER ASSER OF 6,183. LIABILITIES: BEGINNING DEFFERED REVENUE 2,175;ENDING DEFERRED REVENUE 2,398 AND DEFFERED CCIFP CLASS REVENUE 1,895,FOR TOTAL ENDING LIABILITIES OF 4,293. FORM 990-EZ, PART II, LINE 24 DEPOSIT EVENT 5,670 2,575 PREPAID EXPENSES 0 3,608 TOTAL 5,670 6,183 FORM 990-EZ, PART II, LINE 26 DEFERRED REVENUE 2,175 4,293