Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
Financial Executives International
EIN 23-7123845 • 501(c)6 • Jacksonville, FL
Profile
Business association of financial executives
Refreshing map…
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
51st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
17th percentile
Higher net margin than 17% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
24th percentile
Faster asset growth than 24% of similar nonprofits.
Revenue Growth
31st percentile
Faster revenue growth than 31% of similar nonprofits.
Balance Sheet
Assets
Down$15,965
Down $4,971 (-24%) from 2024
Liabilities
Flat$0
Flat from 2024
Net Assets
Down$15,965
Down $4,971 (-24%) from 2024
Revenue
Down$16,235
Down $2,524 (-13%) from 2024
Expenses
Down$21,206
Down $3,933 (-16%) from 2024
Net Income
Up-$4,971
Up $1,409 (+22%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $15,965
- Liabilities
- $0
- Net assets
- $15,965
- Revenue
- $16,235
- Expenses
- $21,206
- Net income
- -$4,971
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Oct 8, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $16,235
Mission and Program Overview
Mission
Business association of financial executives
Program Services
| Description | Grants | Expenses |
|---|---|---|
| EDUCATIONAL PROGRAMS TO PROMOTE,IMPROVE FINANCIAL KNOWLEDGE AND ADDRESS BEST PRACTICE ISSUES FACING THE FINANCIAL AND BUSINESS COMMUNITY. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SCOTT OKO | President | - | $0 | - | - |
| JAYSON ROY | Vice President | - | $0 | - | - |
| BOB VENTRONE | Treasurer | - | $0 | - | - |
| KERRY CLEEK | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Financial Executives International
- EIN
- 23-7123845
- Phone
- 9042237490
- Address
- 4310 PABLO OAKS CT, JACKSONVILLE, FL 32224
Signing Officer
- Name
- Scott Oko
- Title
- President
- Phone
- 9042237490
- Signed
- 2025-10-08
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 10 - Payments to Affiliates
“Affiliate Name: FERF. Affiliate Address: 1250 HEADQUARTERS PLAZA MORRISTOWN, NJ 07960. Purpose of Payment: NATIONAL SPONSORSHIP. Amount of Payment: 21.”
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity Classification: SCHOLARSHIP. Grantee Name: CASEY POWELL. Grantee Relationship: N/A. Property Description: CASH. Date of Gift: 04/15/25. Amount Given: 2,000.”
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity Classification: SCHOLARSHIP. Grantee Name: BOGDAM CHALY. Grantee Relationship: N/A. Property Description: CASH. Date of Gift: 04/15/25. Amount Given: 2,000. Total included on Form 990-EZ, line 10: 4,000.”
Form 990-EZ, Part I, Line 16 - Other Expenses
“Description: CONFERENCES, CONVENTIONS AND MEETINGS. Amount: 14,854. Description: MEETINGS AND MEMBER ACTIVITIES. Amount: 2,331. Total to Form 990-EZ, line 16: 17,185.”
Raw XML Appendix105 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | SCOTT OKO |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9042237490 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4310 PABLO OAKS CT |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | JACKSONVILLE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 32224 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 20936 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 15965 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -4971 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 20936 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 15965 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 4021 |
| IRS990EZ/GrossReceiptsAmt | 0 | 16235 |
| IRS990EZ/GroupExemptionNum | 0 | 1036 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 16235 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 20936 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 15965 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 20936 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 15965 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | SCOTT OKO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JAYSON ROY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | BOB VENTRONE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | KERRY CLEEK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 17185 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | BUSINESS ASSOCIATION OF FINANCIAL EXECUTIVES |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | EDUCATIONAL PROGRAMS TO PROMOTE,IMPROVE FINANCIAL KNOWLEDGE AND ADDRESS BEST PRACTICE ISSUES FACING THE FINANCIAL AND BUSINESS COMMUNITY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 21206 |
| IRS990EZ/TotalRevenueAmt | 0 | 16235 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Affiliate Name: FERF. Affiliate Address: 1250 HEADQUARTERS PLAZA MORRISTOWN, NJ 07960. Purpose of Payment: NATIONAL SPONSORSHIP. Amount of Payment: 21. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Activity Classification: SCHOLARSHIP. Grantee Name: CASEY POWELL. Grantee Relationship: N/A. Property Description: CASH. Date of Gift: 04/15/25. Amount Given: 2,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Activity Classification: SCHOLARSHIP. Grantee Name: BOGDAM CHALY. Grantee Relationship: N/A. Property Description: CASH. Date of Gift: 04/15/25. Amount Given: 2,000. Total included on Form 990-EZ, line 10: 4,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description: CONFERENCES, CONVENTIONS AND MEETINGS. Amount: 14,854. Description: MEETINGS AND MEMBER ACTIVITIES. Amount: 2,331. Total to Form 990-EZ, line 16: 17,185. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 10 - Payments to Affiliates |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SCOTT OKO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9042237490 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FINANCIAL EXECUTIVES INTERNATIONAL |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | NORTHERN FLORIDA CHAPTER |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 237123845 |
| ReturnHeader/Filer/PhoneNum | 0 | 9042237490 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4310 PABLO OAKS CT |
| ReturnHeader/Filer/USAddress/CityNm | 0 | JACKSONVILLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 32224 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/ReturnTs | 0 | 2025-10-09T16:02:51-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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