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THE VALLEY OF THE SUN CHAPTER OF THE

SCOTTSDALE, AZ · EIN 860556988 · Form 990EZ · FY2022 · Small ($100K-$1M) · www.cfma.org
revenue
$155K
expenses
$162K
net assets
$116K
employees
—
mission · from form 990

THE VALLEY OF THE SUN CHAPTER OF THE CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION IS A BROAD BASED ORGANIZATION OF PROFESSIONALS COMMITTED TO SERVING THE CONSTRUCTION INDUSTRY. ITS MISSION IS TO UNITE INDIVIDUALS HAVING FINANCIAL RESPONSIBILITIES IN THE CONSTRUCTION INDUSTRY, AND TO PROVIDE A FORUM THROUGH WHICH THE ASSOCIATION'S MEMBERS CAN MEET TO EXCHANGE IDEAS. THE ASSOCIATION WORKS TO DEVELOP AND COORDINATE EDUCTION PROGRAMS DEDICATED TO THE PURPOSE OF IMPROVING THE PROFESSIONAL STANDARDS OF CONSTRUCTION FINANCIAL MANAGERS, AND TO ENHANCE THE ROLE AND PROMOTE THE IMAGE OF THE CONSTRUCTION FINANCIAL MANAGER.

profile · synthesized from sources

The Construction Financial Management Association (CFMA) is a nonprofit organization established in 1981 to serve the educational and professional development needs of construction financial professionals. It supports over 11,000 members across the U.S. and Canada through local chapters, conferences, publications, and benchmarking resources focused on construction financial excellence.

named programs · 5 · from sources

what they call their work

Annual Conference
National event offering education, networking, and professional development for construction financial professionals; held annually in various locations since 1982
CFMA Building Profits
Bi-monthly magazine and digital publication offering insights and best practices in construction financial management
Construction Financial Benchmarker
Annual benchmarking survey providing financial and operational data for construction firms; evolved from the Annual Financial Survey into an electronic format
Heavy Equipment Comparator Survey
Survey launched in October 2022 to provide comparative data on heavy equipment costs and utilization in the construction industry
Local Chapter Programs
More than 90 chapters across the U.S. and Canada offer local workshops, seminars, and networking events for members
activities · 2 clusters

what they do

  • Leadership & Team Development Workshops 1 activity
    • Leadership Development Program
      Operates a six-month, cohort-based leadership development program for up to 24 high-potential professionals. The program includes immersive in-person workshops, live virtual sessions, Success Teams, individualized coaching, and offers 40 CPE credits.
  • Uncategorized 8 activities
    • Administer Certification Exams
      Administers the inaugural ICCIFP exam at its annual conference.
    • Conduct Research and Surveys
      Conducts and publishes research, including the Heavy Equipment Comparator Survey and State Tax Law Guides, and maintains an electronic Construction Financial Benchmarker based on its Annual Financial Survey.
    • Deliver Leadership Development Program
      Operates a six-month, cohort-based leadership development program for up to 24 high-potential professionals, providing immersive in-person workshops, virtual sessions, Success Teams, individualized coaching, and 40 CPE credits to strengthen self-awareness, strategic thinking, and executive presence.
    • Host Annual Conferences
      Organizes and hosts annual conferences for its members, featuring various themes and locations across the U.S. and Canada, including both in-person and virtual formats.
    • Organize Regional Conferences
      Plans and executes regional conferences that provide CPE credits on various topics and networking opportunities for construction financial professionals.
    • Produce Digital Content
      Produces digital content including a YouTube series ("Chat with the Chairman"), a podcast ("Voices of CFMA"), and an online digital replica of its publication, CFMA Building Profits (CFMA BP Online).
    • Support Industry Initiatives
      Initiated and supported the formation of the Construction Industry Alliance for Suicide Prevention, which originated as a CFMA Task Force and later became a separate 501(c)(3) organization.
    • Support Local Chapters
      Establishes and supports over 90 local chapters across the U.S. and Canada, facilitating local events, meetings, social outings, and golf tournaments for education and networking among members.
financials · form 990EZ · fy2022

the money

revenue
Total revenue$155K
Contributions & grants——
Program service revenue$89K57%
Investment income$10K6%
Other revenue—
expenses
Total expenses$162K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits—
Grants paid out$17K
balance sheet
Total assets$138K
Cash—
Investments—
Liabilities—
Net assets$116K
3 years on record · 2020–2022 · YoY revenue +33.3%
leadership · form 990 part vii · fy2022

who runs it

board members · 14
  • BRANDON HUBBARD — Director
  • BRANDON PUTNAM — Director
  • BRIAN WILDER — Director
  • BRITTANY SMITH — Director
  • BRYAN ETO — DIRECTOR
  • DANIELLE PUENTE — Director
  • JACKIE STEINBERGER — Director
  • JANEEN BUTLER — Director
  • LISA BEST — DIRECTOR
  • LUKE LIVAK — Director
  • MACHAELA CASSIERE — Director
  • MATT WALLER — Director
  • MATTHEW ROBINSON — Director
  • VINCENT BURKE — DIRECTOR
relationships · 7

who they work with

  • Associated General Contractors of America Partner — Jointly sponsors the Construction Financial Management Conference
  • CFMA Network — The Valley of the Sun Chapter is a chapter of CFMA, which provides local, regional, and national opportunities for industry professionals.
  • CFMA Partner — Sponsor of the Emerging Leaders Program as a Leadership Partner.
  • Commerce Bank Partner — Principal Partner of CFMA
  • Construction Financial Management Association Partner — Jointly sponsors the Construction Financial Management Conference
  • Forvis Mazars Partner — Principal Partner of CFMA
  • Trimble Partner — Principal Partner of CFMA