Civic Intelligence

Financial Executives International

EIN 16-6053307 • 501(c)6 • Rochester, NY

Profile

Networking and Education for Financial Executives

180 Linden OaksRochester, NY 14625

www.feirochester.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

13th percentile

-41%

Higher net margin than 13% 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

16th percentile

-42%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

34th percentile

-11%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$50,192

Down $36,701 (-42%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$50,192

Down $36,701 (-42%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin13th percentile

Revenue

Down

$89,324

Down $11,206 (-11%) from 2024

Expenses

Up

$126,025

Up $13,611 (+12%) from 2024

Net Income

Down

-$36,701

Down $24,817 (-209%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

$100K$50K$0Assets 2012: $28,891Liabilities 2012: $02012Assets 2013: $36,868Liabilities 2013: $02013Assets 2014: $37,830Liabilities 2014: $02014Assets 2015: $37,868Liabilities 2015: $02015Assets 2016: $41,216Liabilities 2016: $02016Assets 2017: $37,969Liabilities 2017: $02017Assets 2018: $49,983Liabilities 2018: $02018Assets 2019: $41,740Liabilities 2019: $02019Assets 2020: $61,659Liabilities 2020: $0Net Assets 2020: $61,6592020Assets 2021: $92,905Liabilities 2021: $0Net Assets 2021: $92,9052021Assets 2022: $96,262Liabilities 2022: $0Net Assets 2022: $96,2622022Assets 2023: $98,777Liabilities 2023: $0Net Assets 2023: $98,7772023Assets 2024: $86,893Liabilities 2024: $0Net Assets 2024: $86,8932024Assets 2025: $50,192Liabilities 2025: $0Net Assets 2025: $50,1922025

Highlighted filing

2025

Assets$50,192
Liabilities$0
Net Assets$50,192
Open 2025 Filing

Operations Trend

Revenue Growth34th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $43,888Expenses 2012: $41,224Net Income 2012: $2,6642012Revenue 2013: $53,299Expenses 2013: $45,322Net Income 2013: $7,9772013Revenue 2014: $47,349Expenses 2014: $46,387Net Income 2014: $9622014Revenue 2015: $62,103Expenses 2015: $62,065Net Income 2015: $382015Revenue 2016: $67,291Expenses 2016: $63,943Net Income 2016: $3,3482016Revenue 2017: $66,178Expenses 2017: $69,425Net Income 2017: -$3,2472017Revenue 2018: $84,491Expenses 2018: $72,477Net Income 2018: $12,0142018Revenue 2019: $95,871Expenses 2019: $104,114Net Income 2019: -$8,2432019Revenue 2020: $91,921Expenses 2020: $72,002Net Income 2020: $19,9192020Revenue 2021: $93,804Expenses 2021: $62,558Net Income 2021: $31,2462021Revenue 2022: $96,250Expenses 2022: $92,893Net Income 2022: $3,3572022Revenue 2023: $107,678Expenses 2023: $105,163Net Income 2023: $2,5152023Revenue 2024: $100,530Expenses 2024: $112,414Net Income 2024: -$11,8842024Revenue 2025: $89,324Expenses 2025: $126,025Net Income 2025: -$36,7012025

Highlighted filing

2025

Revenue$89,324
Expenses$126,025
Net Income-$36,701
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$50,192
Liabilities
$0
Net assets
$50,192
Revenue
$89,324
Expenses
$126,025
Net income
-$36,701
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.89$1.26$0.37
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$1.01$1.12$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$1.08$1.05$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.96$0.93$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.94$0.63$0.31
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.92$0.72$0.20
2019Summary only. Only limited summary data is available for this year.$0.42$0.00$0.96$1.04$0.08
2018Summary only. Only limited summary data is available for this year.$0.50$0.00$0.84$0.72$0.12
2017Summary only. Only limited summary data is available for this year.$0.38$0.00$0.66$0.69$0.03
2016Summary only. Only limited summary data is available for this year.$0.41$0.00$0.67$0.64$0.03
2015Summary only. Only limited summary data is available for this year.$0.38$0.00$0.62$0.62$0.00
2014Summary only. Only limited summary data is available for this year.$0.38$0.00$0.47$0.46$0.01
2013Summary only. Only limited summary data is available for this year.$0.37$0.00$0.53$0.45$0.08
2012Summary only. Only limited summary data is available for this year.$0.29$0.00$0.44$0.41$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 31, 2025
Return Version
2024v5.0
Gross Receipts
$89,324
Mission and Program Overview

Mission

Networking and Education for Financial Executives

Program Services

DescriptionGrantsExpenses
Provide a local forum for senior financial executives to meet others in similar positions and to discuss pertinent issues of their profession at monthly meetings.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matt BryantPresident-$0--
Rob WeinerVice President-$0--
Chris CebulaSecretary-$0--
Jaclyn KramerSecretary-$0--
Ronnie EllsPast Treasurer-$0--
Bill ScheuermanDirector-$0--
Bob FishbackDirector-$0--
Harry HoweDirector-$0--
Michelle MattickDirector-$0--
Chris LiucciDirector-$0--
Chris AdamsDirector-$0--
John MageeDirector-$0--
Chris MartusewiczDirector-$0--
Filing and Contact Details

Filer

Filer Name
Financial Executives International
EIN
16-6053307
Phone
5857219935
Address
180 Linden Oaks, Rochester, NY 14625

Signing Officer

Name
Ronnie Ells
Title
Treasurer
Phone
5853012790
Signed
2025-10-31
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Description;Amount^Meeting Fees;12598|Strategic Relationships;75684^Total;88282^”

Form 990-EZ, Part I, Line 10

“Scholarships and FERF contributions.”

Form 990-EZ, Part I, Line 16

“Description;Amount^Meeting Expenses;86273|Website Advertising;5027|Travel related;1610|Othe Admin Expenses;615^Total;93525^”

Raw XML Appendix179 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
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IRS990EZ/AddressChangeInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Ronnie Ells
IRS990EZ/BooksInCareOfDetail/PhoneNum07164302272
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt099 Garnsey Road
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0Suite 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pittsford
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014626
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086893
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050192
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-36701
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt022388
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt086893
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050192
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09750
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt089324
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01042
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086893
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050192
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086893
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050192
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt121
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/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
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/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt120
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/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Matt Bryant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rob Weiner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Chris Cebula
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jaclyn Kramer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ronnie Ells
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Bill Scheuerman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Bob Fishback
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Harry Howe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Michelle Mattick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Chris Liucci
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Chris Adams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11John Magee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Chris Martusewicz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Past Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt093525
IRS990EZ/OtherRevenueTotalAmt088282
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Networking and Education for Financial Executives
IRS990EZ/PrintingPublicationsPostageAmt0362
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide a local forum for senior financial executives to meet others in similar positions and to discuss pertinent issues of their profession at monthly meetings.
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0126025
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt089324
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.feirochester.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Meeting Fees;12598|Strategic Relationships;75684^Total;88282^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Scholarships and FERF contributions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^Meeting Expenses;86273|Website Advertising;5027|Travel related;1610|Othe Admin Expenses;615^Total;93525^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ronnie Ells
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05853012790
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL EXECUTIVES INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0166053307
ReturnHeader/Filer/PhoneNum05857219935
ReturnHeader/Filer/USAddress/AddressLine1Txt0180 Linden Oaks
ReturnHeader/Filer/USAddress/CityNm0Rochester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014625
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-10-31T13:02:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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