Civic Intelligence

Financial Executives International New Jersey Chapter

990EZ • Fiscal year 2018 • EIN 22-6071153

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 17, 2018

Organization Profilewww.financialexecutives.org
PO Box 478Botsford, CT 06404

(973) 765-1000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

47th percentile

1.6%

Higher net margin than 47% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

51st percentile

2.4%

Faster asset growth than 51% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

46th percentile

-0.8%

Faster revenue growth than 46% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$99,859

Up $2,311 (+2.4%) from 2017

Net Assets

Up

$99,859

Up $2,311 (+2.4%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin47th percentile

Revenue

Down

$141,581

Down $1,077 (-0.8%) from 2017

Expenses

Down

$139,270

Down $23,675 (-15%) from 2017

Net Income

Up

$2,311

Up $22,598 (+111%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$150K$100K$50K$0Assets 2011: $70,472Net Assets 2011: $70,4722011Assets 2012: $107,278Net Assets 2012: $107,2782012Assets 2013: $128,693Net Assets 2013: $128,6932013Assets 2014: $118,405Net Assets 2014: $118,4052014Assets 2015: $134,478Net Assets 2015: $134,4782015Assets 2016: $117,835Net Assets 2016: $117,8352016Assets 2017: $97,548Net Assets 2017: $97,5482017Assets 2018: $99,859Net Assets 2018: $99,8592018Assets 2019: $94,656Net Assets 2019: $94,6562019Assets 2020: $91,076Net Assets 2020: $91,0762020Assets 2021: $103,924Net Assets 2021: $103,9242021Assets 2022: $89,018Net Assets 2022: $89,0182022Assets 2023: $72,310Net Assets 2023: $72,3102023Assets 2024: $44,997Net Assets 2024: $44,9972024Assets 2025: $49,708Net Assets 2025: $49,7082025

Highlighted filing

2018

Assets$99,859
Liabilities-
Net Assets$99,859
Open 2018 Filing

Operations Trend

Revenue Growth46th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $133,075Expenses 2011: $122,151Net Income 2011: $10,9242011Revenue 2012: $159,710Expenses 2012: $122,904Net Income 2012: $36,8062012Revenue 2013: $149,169Expenses 2013: $127,754Net Income 2013: $21,4152013Revenue 2014: $136,575Expenses 2014: $146,863Net Income 2014: -$10,2882014Revenue 2015: $152,082Expenses 2015: $136,009Net Income 2015: $16,0732015Revenue 2016: $148,484Expenses 2016: $165,127Net Income 2016: -$16,6432016Revenue 2017: $142,658Expenses 2017: $162,945Net Income 2017: -$20,2872017Revenue 2018: $141,581Expenses 2018: $139,270Net Income 2018: $2,3112018Revenue 2019: $126,644Expenses 2019: $131,847Net Income 2019: -$5,2032019Revenue 2020: $88,335Expenses 2020: $91,915Net Income 2020: -$3,5802020Revenue 2021: $47,982Expenses 2021: $35,134Net Income 2021: $12,8482021Revenue 2022: $73,750Expenses 2022: $88,656Net Income 2022: -$14,9062022Revenue 2023: $69,494Expenses 2023: $86,202Net Income 2023: -$16,7082023Revenue 2024: $51,122Expenses 2024: $78,435Net Income 2024: -$27,3132024Revenue 2025: $80,362Expenses 2025: $75,651Net Income 2025: $4,7112025

Highlighted filing

2018

Revenue$141,581
Expenses$139,270
Net Income$2,311
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 17, 2018
Return Version
2017v2.3
Gross Receipts
$141,581
Mission and Program Overview

Mission

To meet and share solutions to the crucial issues

Program Services

DescriptionGrantsExpenses
Expenses are incurred to pay for the chapters mission of having senior financial executives meet quality people and share with others solutions to the crucial issues that confront them daily.--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Travis EppPresident-$0--
Ron GiaquintoVP-$0--
John KirkpatrickSecretary-$0--
Steve HeumannVP-$0--
Joe DodiTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Financial Executives International New Jersey Chapter
EIN
22-6071153
Phone
9737651000
Address
PO Box 478, Botsford, CT 06404

Signing Officer

Name
Joe Dodi
Title
Treasurer
Signed
2018-07-17
Discuss with paid preparer
Yes

Preparer

Firm
Raymond Cohen CPA
Address
758 Walnut Street, Paramus, NJ 07652
Preparer
Raymond Cohen
Phone
2014471347
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Travel 4,677”

Form 990-EZ, Part I, Line 16, Other Expenses

“Conferences, conventions, and meetings 72,214”

Form 990-EZ, Part I, Line 16, Other Expenses

“Credit Card Processing 973”

Form 990-EZ, Part I, Line 16, Other Expenses

“Sponsorship Expenses 10,000”

Form 990-EZ, Part I, Line 16, Other Expenses

“Continuing Professional Education Fees 700”

Form 990-EZ, Part I, Line 16, Other Expenses

“Administrative Fees 38,124”

Form 990-EZ, Part I, Line 16, Other Expenses

“Advertising and Promotion 8,035”

Raw XML Appendix120 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Joe Dodi
IRS990EZ/BooksInCareOfDetail/PhoneNum09739339123
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0321 Wilshire Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lincroft
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007738
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt097548
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt099859
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02311
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt097548
IRS990EZ/Form990TotalAssetsGrp/EOYAmt099859
IRS990EZ/GrossReceiptsAmt0141581
IRS990EZ/GroupExemptionNum01036
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt084
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt023100
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097548
IRS990EZ/NetAssetsOrFundBalancesEOYAmt099859
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097548
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt099859
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Travis Epp
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ron Giaquinto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John Kirkpatrick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Steve Heumann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Joe Dodi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0134723
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To meet and share solutions to the crucial issues
IRS990EZ/PrintingPublicationsPostageAmt03897
IRS990EZ/ProgramServiceRevenueAmt0118397
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Expenses are incurred to pay for the chapters mission of having senior financial executives meet quality people and share with others solutions to the crucial issues that confront them daily.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0139270
IRS990EZ/TotalRevenueAmt0141581
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.financialexecutives.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 4,677
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings 72,214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Credit Card Processing 973
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Sponsorship Expenses 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Continuing Professional Education Fees 700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Administrative Fees 38,124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Advertising and Promotion 8,035
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joe Dodi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Financial Executives International New Jersey Chapter
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0226071153
ReturnHeader/Filer/PhoneNum09737651000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 478
ReturnHeader/Filer/USAddress/CityNm0Botsford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006404
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03D1F536D76FB51B22C9E2F54E15367C53BABB280
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03D1F536D76FB51B22C9E2F54E15367C53BABB280
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.197.195.134
ReturnHeader/FilingSecurityInformation/IPDt02018-07-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm021:06:45
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Raymond Cohen CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0758 Walnut Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Paramus
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007652
ReturnHeader/PreparerPersonGrp/PhoneNum02014471347
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Raymond Cohen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-07-17T09:51:33-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,859
Liabilities
-
Net assets
$99,859
Revenue
$141,581
Expenses
$139,270
Net income
$2,311
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.80$0.76$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.51$0.78$0.27
2023Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.69$0.86$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.74$0.89$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.48$0.35$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.88$0.92$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.95$1.27$1.32$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.00$1.00$1.42$1.39$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.98$1.43$1.63$0.20
2016Detailed filing. Detailed filing data is available for this year.$1.18$1.18$1.48$1.65$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.34$1.34$1.52$1.36$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.18$1.18$1.37$1.47$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$1.29$1.49$1.28$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$1.07$1.60$1.23$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.70$1.33$1.22$0.11