TY 2023 Form 990

(A)
Name and title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)

(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)

(F)
Estimated amount of other compensation from the organization and related organizations

(1) TOBY MICLETTE......................................................................
DIRECTOR

1.00
.................

(2) LAURA CHALFANT......................................................................
DIRECTOR

1.00
.................

(3) JOSH EDWARDS......................................................................
DIRECTOR

1.00
.................

(4) ALLEN KNEPPER......................................................................
DIRECTOR

1.00
.................

(5) ASHTON ROCKWELL......................................................................
DIRECTOR

1.00
.................

(6) ABEL RODRIGUEZ......................................................................
DIRECTOR

1.00
.................

(7) KEVIN SULLIVAN......................................................................
DIRECTOR

1.00
.................

(8) AMY WOLF......................................................................
DIRECTOR

1.00
.................

(9) ADAM DIMMICK......................................................................
PRESIDENT

1.00
.................

(10) JASON BERKENPAS......................................................................
1ST VICE PRESIDENT

1.00
.................

(11) ANDREA WILLIAMS......................................................................
2ND VICE PRESIDENT

1.00
.................

(12) LAURA THURMAN......................................................................
TREASURER

1.00
.................

(13) GERI PACHECO......................................................................
SECRETARY

1.00
.................

(A)
Name and title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)

(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)

(F)
Estimated amount of other compensation from the organization and related organizations

(A)
Name and business address

(B)
Description of services

Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

THE HOUSTON CHAPTER OF THE CONSTRUCTION
FINANCIAL MANAGEMENT ASSOCIATION

Employer identification number

22-2762148

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11B	A COPY OF FORM 990 WILL BE REVIEWED BEFORE FILING.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS FORM 1024, 990, 990-T, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11G	BANK SERVICE CHARGES: PROGRAM SERVICE EXPENSES 261. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 261. ASTROS BASEBALL GAME OUTING: PROGRAM SERVICE EXPENSES 9,453. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,453. CFMA EXPENSES: PROGRAM SERVICE EXPENSES 2,122. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,122. CONTRACT EMPLOYEE: PROGRAM SERVICE EXPENSES 11,164. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,164. PAYPAL EXPENSES: PROGRAM SERVICE EXPENSES 422. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 422. QUICKBOOKS FEES: PROGRAM SERVICE EXPENSES 1,495. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,495. GOLF TOURNAMENT EXPENSES: PROGRAM SERVICE EXPENSES 17,259. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,259. LONE STAR CONFERENCE EXPENSES: PROGRAM SERVICE EXPENSES 110,361. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 110,361. MARKETING: PROGRAM SERVICE EXPENSES 323. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 323. NEW MEMBER RECEPTION: PROGRAM SERVICE EXPENSES 233. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 233. BOARD MEETINGS: PROGRAM SERVICE EXPENSES 1,187. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,187.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: COORDINATION OF PROGRAMS DEDICATED TO IMPROVING THE PROFESSIONAL STANDARDS OF FINANCIAL MANAGEMENT IN THE CONSTRUCTION INDUSTRY BY PROVIDING A MEANS AND FORUM FOR UNITING INDIVIDUALS HAVING FINANCIAL RESPONSIBILITIES IN THE CONSTRUCTION INDUSTRY, THROUGH WHICH ITS MEMBERS CAN SHARE, EDUCATE AND EXCHANGE IDEAS.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	13
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	13
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	286,108	308,871
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	995	0
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	287,103	308,871
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	4,500	4,500
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	0	0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	257,635	213,465
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	262,135	217,965
19	Revenue less expenses. Subtract line 18 from line 12.......	24,968	90,906
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	136,447	227,353
21	Total liabilities (Part X, line 26).............	0	0
22	Net assets or fund balances. Subtract line 21 from line 20.....	136,447	227,353

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 57,435 including grants of $ ) (Revenue $ )
	LUNCHEON MEETINGS AND CONFERENCES WITH KEYNOTE SPEAKERS DELIVERED ON TOPICS RELEVANT TO THE CONSTRUCTION INDUSTRY AND CONSTRUCTION FINANCIAL MANAGERS.

4b	(Code: ) (Expenses $ 17,759 including grants of $ ) (Revenue $ )
	ANNUAL GOLF TOURNMENT FUNDRAISERS/NETWORKING EVENT.

4c	(Code: ) (Expenses $ 110,361 including grants of $ ) (Revenue $ )
	ANNUAL LONESTAR CONFERENCE FOR CONSTRUCTION FINANICAL PROFESSIONALS TO MEET AND REVIEW LATEST UPDATES AND TRENDS IN THE INDUSTRY.

	(Code: ) (Expenses $ 32,410 including grants of $ ) (Revenue $ )


4d	Other program services (Describe in Schedule O.)
	(Expenses $ 32,410 including grants of $ ) (Revenue $ )
4e	Total program service expenses217,965

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	LONESTAR CONFERENCE	812900	158,765	158,765
b	SPONSORSHIPS & ANNUAL	812900	150,106	150,106
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		308,871

3 Investment income (including dividends, interest, and othersimilar amounts) ......
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b
c	Gain or (loss)	7c
d	Net gain or (loss).........
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			308,871	308,871	0	0

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	4,500	4,500
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	1,750	1,750
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	154,280	154,280
12	Advertising and promotion ....
13	Office expenses .......
14	Information technology ......
15	Royalties ..
16	Occupancy ...........
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	57,435	57,435
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	217,965	217,965	0	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........		136,447	1	227,353
2	Savings and temporary cash investments .........			2
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............			4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				6
7	Notes and loans receivable, net ...........			7
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......			9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .			11
12	Investments—other securities. See Part IV, line 11 .....			12
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........			15
16	Total assets. Add lines 1 through 15 (must equal line 33)...		136,447	16	227,353

17	Accounts payable and accrued expenses .....		17
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	0	26	0

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....	0	29	0
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30	0
31	Retained earnings, endowment, accumulated income, or other funds	136,447	31	227,353
32	Total net assets or fund balances ...........	136,447	32	227,353
33	Total liabilities and net assets/fund balances ........	136,447	33	227,353