Civic Intelligence

Financial Executives International - New York City Chapter

990EZ • Fiscal year 2015 • EIN 13-6185745

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 12, 2015

Organization Profilenyc.financialexecutives.org
511 Winnepoge DrFairfield, CT 06825

(347) 269-2950

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.01x

Higher debt load relative to assets than 56% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.01x

Higher debt load relative to revenue than 55% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

71st percentile

11%

Higher net margin than 71% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

64th percentile

10.0%

Faster asset growth than 64% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

26%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$80,457

Up $7,285 (+10.0%) from 2014

Net Assets

Up

$79,332

Up $22,736 (+40%) from 2014

Liabilities

Down

$1,125

Down $15,451 (-93%) from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin71st percentile

Revenue

Up

$118,850

Up $24,186 (+26%) from 2014

Expenses

Up

$105,661

Up $15,309 (+17%) from 2014

Net Income

Up

$13,189

Up $8,877 (+206%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2011: $104,434Liabilities 2011: $36,624Net Assets 2011: $67,8102011Assets 2012: $112,229Liabilities 2012: $36,001Net Assets 2012: $76,2282012Assets 2013: $87,650Liabilities 2013: $25,741Net Assets 2013: $61,9092013Assets 2014: $73,172Liabilities 2014: $16,576Net Assets 2014: $56,5962014Assets 2015: $80,457Liabilities 2015: $1,125Net Assets 2015: $79,3322015Assets 2016: $122,574Liabilities 2016: $7,349Net Assets 2016: $115,2252016Assets 2017: $77,964Liabilities 2017: $0Net Assets 2017: $77,9642017Assets 2018: $79,519Liabilities 2018: $22,326Net Assets 2018: $57,1932018Assets 2019: $87,515Liabilities 2019: $21,087Net Assets 2019: $66,4282019Assets 2020: $131,458Liabilities 2020: $20,250Net Assets 2020: $111,2082020Assets 2021: $162,726Liabilities 2021: $77,658Net Assets 2021: $85,0682021Assets 2022: $98,284Liabilities 2022: $11,686Net Assets 2022: $86,5982022Assets 2023: $46,332Liabilities 2023: $21,102Net Assets 2023: $25,2302023Assets 2024: $25,238Liabilities 2024: $20,622Net Assets 2024: $4,6162024Assets 2025: $30,639Liabilities 2025: $23,009Net Assets 2025: $7,6302025

Highlighted filing

2015

Assets$80,457
Liabilities$1,125
Net Assets$79,332
Open 2015 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $193,622Expenses 2011: $192,077Net Income 2011: $1,5452011Revenue 2012: $144,886Expenses 2012: $136,468Net Income 2012: $8,4182012Revenue 2013: $111,752Expenses 2013: $126,071Net Income 2013: -$14,3192013Revenue 2014: $94,664Expenses 2014: $90,352Net Income 2014: $4,3122014Revenue 2015: $118,850Expenses 2015: $105,661Net Income 2015: $13,1892015Revenue 2016: $154,678Expenses 2016: $118,786Net Income 2016: $35,8922016Revenue 2017: $147,933Expenses 2017: $185,193Net Income 2017: -$37,2602017Revenue 2018: $128,108Expenses 2018: $148,880Net Income 2018: -$20,7722018Revenue 2019: $120,172Expenses 2019: $110,937Net Income 2019: $9,2352019Revenue 2020: $132,829Expenses 2020: $88,049Net Income 2020: $44,7802020Revenue 2021: $29,006Expenses 2021: $55,146Net Income 2021: -$26,1402021Revenue 2022: $95,077Expenses 2022: $93,547Net Income 2022: $1,5302022Revenue 2023: $81,493Expenses 2023: $142,861Net Income 2023: -$61,3682023Revenue 2024: $77,866Expenses 2024: $98,480Net Income 2024: -$20,6142024Revenue 2025: $74,596Expenses 2025: $71,582Net Income 2025: $3,0142025

Highlighted filing

2015

Revenue$118,850
Expenses$105,661
Net Income$13,189
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 12, 2015
Return Version
2014v5.0
Gross Receipts
$118,850
Mission and Program Overview

Mission

Education for Financial Executives

Program Services

DescriptionGrantsExpenses
Education, General/Other: Monthly educational lunches for financial executives (357 Members)$0$0
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mitchell PeipertTreasurer-$0--
n aN/A-$0--
Dana PricePresident-$0--
David NicholsSecretary-$0--
Alvin FenichelDirector-$0--
S Colin NeillDirector-$0--
Fred NewmanDirector-$0--
John O DayDirector-$0--
Glenn TyranskiDirector-$0--
Linda ZukauckasDirector-$0--
Filing and Contact Details

Filer

Filer Name
Financial Executives International
EIN
13-6185745
Phone
3472692950
Address
511 WINNEPOGE DR, FAIRFIELD, CT 06825

Signing Officer

Name
Mitch Peipert
Title
Treasurer
Phone
2122907248
Signed
2015-10-12
Supplemental Narrative

Additional Explanations

Part I, Line 10

“Contribution to FERF (Financial Executives Research Foundation) ($5000.00)”

Part I, Line 16

“Membership (1125), Awards & Gifts (536.35), Badges/Ribbons (51.37), Event Food/Beverage (38,828.89), Event Speaker (461.35), Meeting Giveaways (1825.16), Event Expenses (12,243.64), Conference Call/AV Expense (330), Event Collateral (1238), Travel Expense (3759.77) Form 990-EZ, Internet/Online Expenses (140.40), Tax Fees (423.07), Other Expenses (763.90)”

Part II, Line 26

“Chapter Administration”

Raw XML Appendix154 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt02715
IRS990EZ/BooksInCareOfDetail/PersonNm0Sarah Kuhns
IRS990EZ/BooksInCareOfDetail/PhoneNum03472692950
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0511 Winnepoge Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fairfield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006825
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt073172
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080457
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt078684
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt013189
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt035000
IRS990EZ/FiledScheduleAInd00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt073172
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080457
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0118850
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt073
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt023233
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056596
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069785
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056596
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt079332
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mitchell Peipert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1n a
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dana Price
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Nichols
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Alvin Fenichel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5S Colin Neill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Fred Newman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7John O Day
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Glenn Tyranski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Linda Zukauckas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1n/a
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationFiled990TInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherExpensesTotalAmt061727
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Education for Financial Executives
IRS990EZ/PrintingPublicationsPostageAmt01219
IRS990EZ/ProgramServiceRevenueAmt016860
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Education, General/Other: Monthly educational lunches for financial executives (357 Members)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt016576
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01125
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0105661
IRS990EZ/TotalProgramServiceExpensesAmt054927
IRS990EZ/TotalRevenueAmt0118850
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0nyc.financialexecutives.org
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Contribution to FERF (Financial Executives Research Foundation) ($5000.00)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Membership (1125), Awards & Gifts (536.35), Badges/Ribbons (51.37), Event Food/Beverage (38,828.89), Event Speaker (461.35), Meeting Giveaways (1825.16), Event Expenses (12,243.64), Conference Call/AV Expense (330), Event Collateral (1238), Travel Expense (3759.77) Form 990-EZ, Internet/Online Expenses (140.40), Tax Fees (423.07), Other Expenses (763.90)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Chapter Administration
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, Line 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Mitch Peipert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02122907248
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL EXECUTIVES INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0136185745
ReturnHeader/Filer/PhoneNum03472692950
ReturnHeader/Filer/USAddress/AddressLine1Txt0511 WINNEPOGE DR
ReturnHeader/Filer/USAddress/CityNm0FAIRFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006825
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-12
ReturnHeader/ReturnTs02015-10-12T18:48:30Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,457
Liabilities
$1,125
Net assets
$79,332
Revenue
$118,850
Expenses
$105,661
Net income
$13,189
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.31$0.23$0.08$0.75$0.72$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.25$0.21$0.05$0.78$0.98$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.21$0.25$0.81$1.43$0.61
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.12$0.87$0.95$0.94$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.63$0.78$0.85$0.29$0.55$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.20$1.11$1.33$0.88$0.45
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.21$0.66$1.20$1.11$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.22$0.57$1.28$1.49$0.21
2017Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$1.48$1.85$0.37
2016Detailed filing. Detailed filing data is available for this year.$1.23$0.07$1.15$1.55$1.19$0.36
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.79$1.19$1.06$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.17$0.57$0.95$0.90$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.26$0.62$1.12$1.26$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.36$0.76$1.45$1.36$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.37$0.68$1.94$1.92$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)6 • <$500k nonprofits