Civic Intelligence

Financial Executives International

990EZ • Fiscal year 2019 • EIN 23-7123845

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 25, 2019

Organization ProfileN/A

Refreshing map…

4310 Pablo Oaks CTJacksonville, FL 32224

(904) 223-7490

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

13th percentile

-20%

Higher net margin than 13% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

$28,544

No earlier filing loaded for comparison.

Net Assets

$28,544

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin13th percentile

Revenue

$25,600

No earlier filing loaded for comparison.

Expenses

$30,837

No earlier filing loaded for comparison.

Net Income

-$5,237

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2019: $28,544Liabilities 2019: $0Net Assets 2019: $28,5442019Assets 2020: $30,598Liabilities 2020: $0Net Assets 2020: $30,5982020Assets 2021: $30,720Liabilities 2021: $0Net Assets 2021: $30,7202021Assets 2022: $32,865Liabilities 2022: $0Net Assets 2022: $32,8652022Assets 2023: $27,316Liabilities 2023: $0Net Assets 2023: $27,3162023Assets 2024: $20,936Liabilities 2024: $0Net Assets 2024: $20,9362024Assets 2025: $15,965Liabilities 2025: $0Net Assets 2025: $15,9652025

Highlighted filing

2019

Assets$28,544
Liabilities$0
Net Assets$28,544
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$30K$20K$10K$0-$10KRevenue 2019: $25,600Expenses 2019: $30,837Net Income 2019: -$5,2372019Revenue 2020: $25,412Expenses 2020: $23,358Net Income 2020: $2,0542020Revenue 2021: $275Expenses 2021: $153Net Income 2021: $1222021Revenue 2022: $23,956Expenses 2022: $21,811Net Income 2022: $2,1452022Revenue 2023: $17,451Expenses 2023: $23,000Net Income 2023: -$5,5492023Revenue 2024: $18,759Expenses 2024: $25,139Net Income 2024: -$6,3802024Revenue 2025: $16,235Expenses 2025: $21,206Net Income 2025: -$4,9712025

Highlighted filing

2019

Revenue$25,600
Expenses$30,837
Net Income-$5,237
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 25, 2019
Return Version
2018v3.1
Gross Receipts
$25,600
Mission and Program Overview

Mission

Business association of financial executives

Program Services

DescriptionGrantsExpenses
EDUCATIONAL PROGRAMS TO PROMOTE,IMPROVE FINANCIAL KNOWLEDGE AND ADDRESS BEST PRACTICE ISSUES FACING THE FINANCIAL AND BUSINESS COMMUNITY.$0$0
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT OKOPresident-$0--
JAYSON ROYVice President-$0--
PARAG BHANSALIDirector-$0--
BOB VENTRONETreasurer-$0--
JOHN GIORGIANNIDirector-$0--
JOHN RESONYADirector-$0--
KERRY CLEEKDirector-$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
2019-10-25
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: 60.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP. Grantee Name: IAN HALL. Grantee Relationship: N/A. Property Description: CASH. Amount Given: 1,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP. Grantee Name: NICOLE ORDWAY. Grantee Relationship: N/A. Property Description: CASH. Amount Given: 1,000. Total included on Form 990-EZ, line 10: 2,000.”

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

“Description: CONFERENCES, CONVENTIONS AND MEETINGS. Amount: 27,359. Description: MEETINGS AND MEMBER ACTIVITIES. Amount: 1,418. Total to Form 990-EZ, line 16: 28,777.”

Raw XML Appendix127 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/BooksInCareOfDetail/PersonNm0SCOTT OKO
IRS990EZ/BooksInCareOfDetail/PhoneNum09042237490
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04310 PABLO OAKS CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JACKSONVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032224
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033781
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028544
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-5237
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033781
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028544
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02060
IRS990EZ/GrossReceiptsAmt025600
IRS990EZ/GroupExemptionNum01036
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt025600
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033781
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028544
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033781
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028544
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT OKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAYSON ROY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PARAG BHANSALI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BOB VENTRONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN GIORGIANNI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN RESONYA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KERRY CLEEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt028777
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0BUSINESS ASSOCIATION OF FINANCIAL EXECUTIVES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL PROGRAMS TO PROMOTE,IMPROVE FINANCIAL KNOWLEDGE AND ADDRESS BEST PRACTICE ISSUES FACING THE FINANCIAL AND BUSINESS COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt030837
IRS990EZ/TotalRevenueAmt025600
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Affiliate Name: FERF. Affiliate Address: 1250 HEADQUARTERS PLAZA MORRISTOWN, NJ 07960. Purpose of Payment: NATIONAL SPONSORSHIP. Amount of Payment: 60.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: SCHOLARSHIP. Grantee Name: IAN HALL. Grantee Relationship: N/A. Property Description: CASH. Amount Given: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: SCHOLARSHIP. Grantee Name: NICOLE ORDWAY. Grantee Relationship: N/A. Property Description: CASH. Amount Given: 1,000. Total included on Form 990-EZ, line 10: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: CONFERENCES, CONVENTIONS AND MEETINGS. Amount: 27,359. Description: MEETINGS AND MEMBER ACTIVITIES. Amount: 1,418. Total to Form 990-EZ, line 16: 28,777.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10 - Payments to Affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16 - Other Expenses
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT OKO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09042237490
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL EXECUTIVES INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NORTHERN FLORIDA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0237123845
ReturnHeader/Filer/PhoneNum09042237490
ReturnHeader/Filer/USAddress/AddressLine1Txt04310 PABLO OAKS CT
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032224
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0421FC7C1412062AAC157D80F387E821898D370DF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0421FC7C1412062AAC157D80F387E821898D370DF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.249.137.153
ReturnHeader/FilingSecurityInformation/IPDt02019-10-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:35:20
ReturnHeader/ReturnTs02019-10-25T08:37:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,544
Liabilities
$0
Net assets
$28,544
Revenue
$25,600
Expenses
$30,837
Net income
-$5,237
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$16.2$21.2$4.97
2024Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$18.8$25.1$6.38
2023Detailed filing. Detailed filing data is available for this year.$27.3$0.00$27.3$17.5$23.0$5.55
2022Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$24.0$21.8$2.15
2021Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$0.28$0.15$0.12
2020Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$25.4$23.4$2.05
2019Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$25.6$30.8$5.24