Civic Intelligence

Financial Executives International - Sacramento Chapter

EIN 06-1810268 • 501(c)6 • Sacramento, CA

Profile

Provide forum for peer networking of financial executives

1215 K Street Ste 1400Sacramento, CA 95814
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.09x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

78th percentile

0.11x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

46th percentile

-0.6%

Higher net margin than 46% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

45th percentile

-4.0%

Faster asset growth than 45% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

67th percentile

10%

Faster revenue growth than 67% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$161,903

Down $6,828 (-4.0%) from 2024

Liabilities

Down

$14,131

Down $6,036 (-30%) from 2024

Net Assets

Down

$147,772

Down $792 (-0.5%) from 2024

Operations
Liabilities / Revenue78th percentileNet Margin46th percentile

Revenue

Up

$131,753

Up $12,314 (+10%) from 2024

Expenses

Up

$132,547

Up $18,362 (+16%) from 2024

Net Income

Down

-$794

Down $6,048 (-115%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $10,672Liabilities 2011: $8,8572011Assets 2012: $9,696Liabilities 2012: $4742012Assets 2015: $17,431Liabilities 2015: $7502015Assets 2016: $21,851Liabilities 2016: $1,4502016Assets 2017: $23,700Liabilities 2017: $4,1652017Assets 2018: $38,608Liabilities 2018: $1,5402018Assets 2019: $68,200Liabilities 2019: $4,0572019Assets 2020: $97,488Liabilities 2020: $1,6002020Assets 2021: $95,745Liabilities 2021: $02021Assets 2022: $136,925Liabilities 2022: $5,545Net Assets 2022: $131,3802022Assets 2023: $156,131Liabilities 2023: $12,821Net Assets 2023: $143,3102023Assets 2024: $168,731Liabilities 2024: $20,167Net Assets 2024: $148,5642024Assets 2025: $161,903Liabilities 2025: $14,131Net Assets 2025: $147,7722025

Highlighted filing

2025

Assets$161,903
Liabilities$14,131
Net Assets$147,772
Open 2025 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $27,690Expenses 2011: $42,059Net Income 2011: -$14,3692011Revenue 2012: $41,360Expenses 2012: $33,953Net Income 2012: $7,4072012Revenue 2015: $58,496Expenses 2015: $65,487Net Income 2015: -$6,9912015Revenue 2016: $84,276Expenses 2016: $80,556Net Income 2016: $3,7202016Revenue 2017: $114,475Expenses 2017: $115,341Net Income 2017: -$8662017Revenue 2018: $84,142Expenses 2018: $66,609Net Income 2018: $17,5332018Revenue 2019: $104,810Expenses 2019: $77,735Net Income 2019: $27,0752019Revenue 2020: $101,247Expenses 2020: $69,502Net Income 2020: $31,7452020Revenue 2021: $27,263Expenses 2021: $27,406Net Income 2021: -$1432021Revenue 2022: $92,300Expenses 2022: $56,665Net Income 2022: $35,6352022Revenue 2023: $98,890Expenses 2023: $86,960Net Income 2023: $11,9302023Revenue 2024: $119,439Expenses 2024: $114,185Net Income 2024: $5,2542024Revenue 2025: $131,753Expenses 2025: $132,547Net Income 2025: -$7942025

Highlighted filing

2025

Revenue$131,753
Expenses$132,547
Net Income-$794
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$161,903
Liabilities
$14,131
Net assets
$147,772
Revenue
$131,753
Expenses
$132,547
Net income
-$794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.62$0.14$1.48$1.32$1.33$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.69$0.20$1.49$1.19$1.14$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.13$1.43$0.99$0.87$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.06$1.31$0.92$0.57$0.36
2021Summary only. Only limited summary data is available for this year.$0.96$0.00$0.27$0.27$0.00
2020Summary only. Only limited summary data is available for this year.$0.97$0.02$1.01$0.70$0.32
2019Summary only. Only limited summary data is available for this year.$0.68$0.04$1.05$0.78$0.27
2018Summary only. Only limited summary data is available for this year.$0.39$0.02$0.84$0.67$0.18
2017Summary only. Only limited summary data is available for this year.$0.24$0.04$1.14$1.15$0.01
2016Summary only. Only limited summary data is available for this year.$0.22$0.01$0.84$0.81$0.04
2015Summary only. Only limited summary data is available for this year.$0.17$0.01$0.58$0.65$0.07
2012Summary only. Only limited summary data is available for this year.$0.10$0.00$0.41$0.34$0.07
2011Summary only. Only limited summary data is available for this year.$0.11$0.09$0.28$0.42$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$131,753
Mission and Program Overview

Mission

Provide forum for peer networking of financial executives.

Provide forum for peer networking of financial executives

Program Services

DescriptionGrantsExpenses
N/A--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Edward BurnhamDirector-$0--
Jennie MartinezDirector-$0--
Jeff GrubbsDirector-$0--
Colleen CalandraDirector-$0--
Laura WilliamsDirector-$0--
Jeremy WakamiyaDirector-$0--
Kathryn MathesDirector-$0--
Kim DeVincenziDirector-$0--
Parvinder KangSecretary-$0--
Greg MartinezPresident-$0--
Stephanie MadsenTreasurer-$0--
Ryan SeghesioDirector-$0--
Filing and Contact Details

Filer

Filer Name
Financial Executives International - Sacramento Chapter
EIN
06-1810268
Address
1215 K Street Ste 1400, Sacramento, CA 95814

Signing Officer

Name
Jennie Martinez
Title
Director
Signed
2025-11-14
Discuss with paid preparer
No

Preparer

Firm
J Lee Financial LLC
Address
5098 Foothills Blvd Ste 3495, Roseville, CA 95747
Preparer
Meiling Lawless
Phone
9162817363
Raw XML Appendix171 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits