Civic Intelligence

Executive Women International Group Return

990 • Fiscal year 2021 • EIN 23-7034321

Oct 01, 2020 to Sep 30, 2021 • Filed on Jan 11, 2022

Organization Profilewww.ewiconnect.com
1288 Summit Ave Pmb 124 107Oconomowoc, WI 53066

(262) 269-5625

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

10th percentile

0.00x

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

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Net Margin

5th percentile

-24%

Higher net margin than 5% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Asset Growth

11th percentile

-5.2%

Faster asset growth than 11% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-38%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets10th percentile

Assets

Down

$1,376,328

Down $75,738 (-5.2%) from 2020

Net Assets

Down

$1,376,328

Down $75,738 (-5.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin5th percentile

Revenue

Down

$324,177

Down $200,355 (-38%) from 2020

Expenses

Down

$400,533

Down $116,714 (-23%) from 2020

Net Income

Down

-$76,356

Down $83,641 (-1148%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,181,739Liabilities 2010: $0Net Assets 2010: $2,181,7392010Assets 2012: $2,287,015Liabilities 2012: $0Net Assets 2012: $2,287,0152012Assets 2013: $2,166,905Liabilities 2013: $0Net Assets 2013: $2,166,9052013Assets 2014: $1,948,202Liabilities 2014: $0Net Assets 2014: $1,948,2022014Assets 2015: $1,760,807Liabilities 2015: $0Net Assets 2015: $1,760,8072015Assets 2016: $1,658,403Liabilities 2016: $0Net Assets 2016: $1,658,4032016Assets 2017: $1,531,940Liabilities 2017: $0Net Assets 2017: $1,531,9402017Assets 2018: $1,563,159Liabilities 2018: $0Net Assets 2018: $1,563,1592018Assets 2019: $1,443,810Liabilities 2019: $0Net Assets 2019: $1,443,8102019Assets 2020: $1,452,066Liabilities 2020: $0Net Assets 2020: $1,452,0662020Assets 2021: $1,376,328Liabilities 2021: $0Net Assets 2021: $1,376,3282021Assets 2022: $1,251,946Liabilities 2022: $0Net Assets 2022: $1,251,9462022Assets 2023: $1,201,597Liabilities 2023: $0Net Assets 2023: $1,201,5972023Assets 2024: $1,221,470Liabilities 2024: $0Net Assets 2024: $1,221,4702024Assets 2025: $1,133,697Liabilities 2025: $0Net Assets 2025: $1,133,6972025

Highlighted filing

2021

Assets$1,376,328
Liabilities$0
Net Assets$1,376,328
Open 2021 Filing

Operations Trend

Revenue Growth5th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,178,4182010Expenses 2012: $1,676,4832012Expenses 2013: $1,695,1332013Revenue 2014: $1,168,937Expenses 2014: $1,337,078Net Income 2014: -$168,1412014Revenue 2015: $1,167,146Expenses 2015: $1,194,997Net Income 2015: -$27,8512015Revenue 2016: $1,028,522Expenses 2016: $1,099,353Net Income 2016: -$70,8312016Revenue 2017: $1,067,176Expenses 2017: $1,176,315Net Income 2017: -$109,1392017Revenue 2018: $962,717Expenses 2018: $931,524Net Income 2018: $31,1932018Revenue 2019: $786,458Expenses 2019: $864,161Net Income 2019: -$77,7032019Revenue 2020: $524,532Expenses 2020: $517,247Net Income 2020: $7,2852020Revenue 2021: $324,177Expenses 2021: $400,533Net Income 2021: -$76,3562021Revenue 2022: $526,367Expenses 2022: $595,206Net Income 2022: -$68,8392022Revenue 2023: $557,583Expenses 2023: $620,852Net Income 2023: -$63,2692023Revenue 2024: $554,033Expenses 2024: $516,220Net Income 2024: $37,8132024Revenue 2025: $496,743Expenses 2025: $588,592Net Income 2025: -$91,8492025

Highlighted filing

2021

Revenue$324,177
Expenses$400,533
Net Income-$76,356
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jan 11, 2022
Return Version
2020v4.0
Gross Receipts
$359,066
Mission and Program Overview

Mission

29 affiliated chapters of a trade association of Executive Women in U.S. and Canada.

36 affiliated chapters of a trade association of Executive Women in U.S. and Canada.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$841,054$725,457▼ $115,597
Savings and Temporary Cash Investments$611,012$650,871▲ $39,859
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,452,066$1,376,328▼ $75,738
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,452,066$1,376,328▼ $75,738
Total Net Assets Fund Balance$1,452,066$1,376,328▼ $75,738
Total Liabilities and Net Assets / Fund Balance$1,452,066$1,376,328▼ $75,738
Compensation and Service Providers
Top Officer Pay25th percentile

Board Members and Trustees

NameTitle
Kristi Emmons JonesPresident
Christine HealyVice President
Cheryl HolmesDirector
Christine LairdDirector
Kathy ScottDirector
Marji ZamoraDirector
Felicia SenterAdvisor
Charlie RosenquistSec/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$275,011
Program Service Revenue
$0
Investment Income
$20,097
Other Revenue
$29,069
Change in Net Assets
$-76,356
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$398,034
Grants and Similar Amounts Paid$2,499
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$161,700
Travel---$68,178
Payments to Affiliates---$40,622
Other Expenses---$12,070
Grants to Domestic Individuals---$2,499
Total Functional Expenses$0$0$0$400,533
International Activity

International Summary

Offices
2
Spending
$15,348

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
CanadaThe Organization Has Affiliate Chapter in Canada.Typical Trade Association Business20$15,348
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$63,958
Fundraising Direct Expenses$34,889
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$56,125$56,125$20,106$36,019
General Philanthropy Projects$7,833$7,833$14,783$-6,950
Total Events$63,958$63,958$34,889$29,069
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“Members are professional women who are seeking networking and continuing education in their careers.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“Each affiliate chapter has their own governing board for their chapter's decisions and accounting. They are elected by the members of the respective affiliate chapter.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Members of the affiliate chapters are given the opportunity to vote on the decisions of the respective chapter board.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Corporate Board of Directors retains an independent CPA firm to perform an annual summary of the chapter's annual reporting, which is then used by the CPA to prepare the 990. Each Board member is given a copy of the 990. The 990 is reviewed by the CPA with the Board of Directors and once the Directors are satisfied that the return is complete and accurate they authorize the CPA to electronically file it.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The Board annually requests the disclosure of any conflicts of interest or lack of them.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization's bylaws and policies are posted on their website where the public and affiliate chapters may access.”

Filing and Contact Details

Filer

Filer Name
Executive Women International
EIN
23-7034321
Phone
2622695625
Address
1288 SUMMIT AVE PMB 124 107, OCONOMOWOC, WI 53066

Signing Officer

Name
Kristi Emmons Jones
Title
President
Signed
2022-01-11
Discuss with paid preparer
Yes

Organization Details

Formed
1938
Legal Domicile
Ut
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
1,000

Preparer

Firm
Haynie & Company
Address
1785 WEST 2300 SOUTH, SALT LAKE CITY, UT 84119
Preparer
Brian S Jacobson CPA
Phone
8019724800
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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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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt015348
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CANADA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0TYPICAL TRADE ASSOCIATION BUSINESS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0THE ORGANIZATION HAS AFFILIATE CHAPTER IN CANADA.
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalOfficesCnt02
IRS990ScheduleF/SubtotalSpentAmt015348
IRS990ScheduleF/TotalOfficeCnt02
IRS990ScheduleF/TotalSpentAmt015348
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034889
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fundraising
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0General Philanthropy Projects
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt056125
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07833
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063958
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt056125
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07833
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063958
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029069
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt034889
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020106
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014783
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members are professional women who are seeking networking and continuing education in their careers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each affiliate chapter has their own governing board for their chapter's decisions and accounting. They are elected by the members of the respective affiliate chapter.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members of the affiliate chapters are given the opportunity to vote on the decisions of the respective chapter board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Corporate Board of Directors retains an independent CPA firm to perform an annual summary of the chapter's annual reporting, which is then used by the CPA to prepare the 990. Each Board member is given a copy of the 990. The 990 is reviewed by the CPA with the Board of Directors and once the Directors are satisfied that the return is complete and accurate they authorize the CPA to electronically file it.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Board annually requests the disclosure of any conflicts of interest or lack of them.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization's bylaws and policies are posted on their website where the public and affiliate chapters may access.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01452066
IRS990/TotalAssetsEOYAmt01376328
IRS990/TotalAssetsGrp/BOYAmt01452066
IRS990/TotalAssetsGrp/EOYAmt01376328
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0275011
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0400533
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01452066
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01376328
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt020097
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0324177
IRS990/TotalVolunteersCnt01000
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01452066
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01376328
IRS990/TravelGrp/TotalAmt068178
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01288 SUMMIT AVE PMB 124 107
IRS990/USAddress/CityNm0OCONOMOWOC
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053066
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.ewiconnect.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTI EMMONS JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Executive Women International
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Group Return
ReturnHeader/Filer/BusinessNameControlTxt0EXEC
ReturnHeader/Filer/EIN0237034321
ReturnHeader/Filer/PhoneNum02622695625
ReturnHeader/Filer/USAddress/AddressLine1Txt01288 SUMMIT AVE PMB 124 107
ReturnHeader/Filer/USAddress/CityNm0OCONOMOWOC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053066
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870325228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAYNIE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01785 WEST 2300 SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084119
ReturnHeader/PreparerPersonGrp/PhoneNum08019724800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian S Jacobson CPA
ReturnHeader/ReturnTs02022-01-11T08:59:57-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTI EMMONS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JONES
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,376,328
Liabilities
$0
Net assets
$1,376,328
Revenue
$324,177
Expenses
$400,533
Net income
-$76,356
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.50$0.59$0.09
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.55$0.52$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.56$0.62$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.53$0.60$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.32$0.40$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.52$0.52$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.79$0.86$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.96$0.93$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$1.07$1.18$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$1.03$1.10$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$1.17$1.19$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$1.17$1.34$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.00$2.17$1.70
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.00$2.29$1.68
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$0.00$2.18$2.18