Nonprofit · EIN 77-0208132
CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION
Also known as CFMA SILICON VALLEY CHAPTER, Construction Financial Management Association Silicon Valley Chapter
Tax-exempt · SANTA CLARA, CA 95054
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $85,067 | $73,062 | $12,005 | $76,840 | $0 | $76,840 |
| December 31, 2023 | 990-EZ | $81,630 | $75,299 | $6,331 | $64,835 | $0 | $64,835 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $44,000
- Program service revenue
- $35,234
- Investment income
- $3
- Net income from fundraising events
- -$2,446
- Other revenue
- $8,276
Expenses
- Grants and similar amounts paid
- $32,000
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $41,062
Balance sheet and other
- Total assets, start of year
- $64,835
- Total assets, end of year
- $76,840
- Total liabilities, end of year
- $0
- Net assets, end of year
- $76,840
- Cash, savings and investments
- $76,084
- Gross receipts
- $103,848
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DICK SVEC | LIFE BOARD MEMBER | 3 | $0 |
| DAVE BARNES | LIFE BOARD MEMBER | 3 | $0 |
| ANTONIO SANTOS | LIFE BOARD MEMBER | 3 | $0 |
| HOWARD LOOMIS | LIFE BOARD MEMBER | 3 | $0 |
| JIM UNTIEDT | LIFE BOARD MEMBER | 3 | $0 |
| LORNE RUNDQUIST | LIFE BOARD MEMBER | 3 | $0 |
| ROMIN THOMSON | LIFE BOARD MEMBER | 3 | $0 |
| ROSY CHOBANIAN | BOARD MEMBER | 3 | $0 |
| SEAN LERNIHAN | BOARD MEMBER | 3 | $0 |
| DAVE HESLOP | BOARD MEMBER | 3 | $0 |
| BRITTNI DALEY-GRISHAEVA | BOARD MEMBER | 3 | $0 |
| VINCE SCOLARI | BOARD MEMBER | 3 | $0 |
990-EZ for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DICK SVEC | LIFE BOARD MEMBER | 3 | $0 |
| DAVE BARNES | LIFE BOARD MEMBER | 3 | $0 |
| ANTONIO SANTOS | LIFE BOARD MEMBER | 3 | $0 |
| HOWARD LOOMIS | LIFE BOARD MEMBER | 3 | $0 |
| JIM UNTIEDT | LIFE BOARD MEMBER | 3 | $0 |
| LORNE RUNDQUIST | LIFE BOARD MEMBER | 3 | $0 |
| ROMIN THOMSON | LIFE BOARD MEMBER | 3 | $0 |
| ROSY CHOBANIAN | BOARD MEMBER | 3 | $0 |
| SEAN LERNIHAN | BOARD MEMBER | 3 | $0 |
| DAVE HESLOP | BOARD MEMBER | 3 | $0 |
| BRITTNI DALEY-GRISHAEVA | BOARD MEMBER | 3 | $0 |
| KATHY REINER | BOARD MEMBER | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 3975 FREEDOM CIR STE 400, SANTA CLARA, CA 95054-1258
- In care of
- % ROMIN P THOMSON ESQ SWEENEY MASON
- Mailing address (990-N for 2013)
- 983 University Avenue Suite 104C, Los Gatos CA 95032
- Principal officer (990-N for 2013)
- Romin Thomson, 983 University Avenue Suite 104C, Los Gatos CA 95032
- Signed the 990-EZ
- MARK DAINES, PRESIDENT
- Phone
- (408) 294-1025
- Website
- http://cfmasv.com
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0208132 or by the name CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- SCHOLARSHIP FOR STUDENTS STUDYING IN CONSTRUCTION INDUSTRY TRADES TO ASSIST THE STUDENTS WITH EDUCATION EXPENSES. THERE WERE 5 SCHOLARSHIP WINNERS.
- WINE SOCIAL - ANNUAL WINE NETWORKING EVENT TO PROMOTE THE CHAPTER. THERE WERE 98 ATTENDEES.
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 77-0208132
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 9139: CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION
- Assets (IRS master file)
- $76,840
- Income (IRS master file)
- $103,848
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $85,067 | $73,062 | $76,840 | XML |
| 990-EZ | December 2023 | $81,630 | $75,299 | $64,835 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-EZ | December 2017 | – | – | – | IRS |
| 990-N for 2013 Officer: Romin Thomson | December 31, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0208132).
Questions about CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION
- What is the EIN of CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION?
- The employer identification number (EIN) of CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION is 77-0208132.
- Is CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1986.
- Are donations to CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who is the principal officer of CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION?
- The 990-N for 2013 names Romin Thomson.
- Who are the officers and directors of CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION?
- The 990-EZ for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $85,067, expenses of $73,062 and total assets of $76,840 at year end.
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