Civic Intelligence

Financial Executives International - Indianapolis Chapter

EIN 23-7137041 • 501(c)6 • Carmel, IN

Profile

A resource for financial executives that develops members' skills, promotes ethical conduct, informs members of new issues and advocates for members' views.

14155 Stallion CourtCarmel, IN 46074

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

12th percentile

-45%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

34th percentile

-11%

Faster asset growth than 34% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

43rd percentile

-2.3%

Faster revenue growth than 43% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$57,526

Down $23,165 (-29%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$57,526

Down $23,165 (-29%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin12th percentile

Revenue

Down

$64,587

Down $4,701 (-6.8%) from 2022

Expenses

Up

$93,953

Up $46,755 (+99%) from 2022

Net Income

Down

-$29,366

Down $51,456 (-233%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$100K$50K$0Assets 2015: $67,457Net Assets 2015: $67,4572015Assets 2017: $74,726Net Assets 2017: $74,7262017Assets 2018: $62,386Net Assets 2018: $62,3862018Assets 2019: $38,890Net Assets 2019: $38,8902019Assets 2020: $66,850Net Assets 2020: $66,8502020Assets 2021: $58,601Net Assets 2021: $58,6012021Assets 2022: $80,691Net Assets 2022: $80,6912022Assets 2025: $57,526Net Assets 2025: $57,5262025

Highlighted filing

2025

Assets$57,526
Liabilities-
Net Assets$57,526
Open 2025 Filing

Operations Trend

Revenue Growth43rd percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $80,581Expenses 2015: $65,320Net Income 2015: $15,2612015Revenue 2017: $86,681Expenses 2017: $84,295Net Income 2017: $2,3862017Revenue 2018: $83,911Expenses 2018: $96,251Net Income 2018: -$12,3402018Revenue 2019: $90,346Expenses 2019: $113,842Net Income 2019: -$23,4962019Revenue 2020: $76,246Expenses 2020: $48,286Net Income 2020: $27,9602020Revenue 2021: $14,901Expenses 2021: $23,150Net Income 2021: -$8,2492021Revenue 2022: $69,288Expenses 2022: $47,198Net Income 2022: $22,0902022Revenue 2025: $64,587Expenses 2025: $93,953Net Income 2025: -$29,3662025

Highlighted filing

2025

Revenue$64,587
Expenses$93,953
Net Income-$29,366
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$57,526
Liabilities
-
Net assets
$57,526
Revenue
$64,587
Expenses
$93,953
Net income
-$29,366
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.58$0.65$0.94$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.69$0.47$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.15$0.23$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.67$0.76$0.48$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.39$0.90$1.14$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.84$0.96$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.75$0.87$0.84$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.81$0.65$0.15
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 7, 2022
Return Version
2021v4.0
Gross Receipts
$69,288
Mission and Program Overview

Mission

A resource for financial executives that develops members' skills, promotes ethical conduct, informs members of new issues and advocates for members' views.

A resource for financial executives that develops members' skills, promotes ethical conduct, informs members of new issues and advocates for the profession.

Program Services

DescriptionGrantsExpenses
Provide professional development programs and continuing education.-$39,452
Award scholarships to business students in colleges and universities.-$7,000
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James GuilfoyleVice PresidentPT$0--
Tom KleylePresidentPT$0--
Mark KratkyTreasurerPT$0--
Arnold HanishDirectorPT$0--
Jeff PellinVice PresidentPT$0--
Tom DusingVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Financial Executives International
EIN
23-7137041
Phone
3175800233
Address
14155 Stallion Court, Carmel, IN 46074

Signing Officer

Name
Mark A Kratky
Title
Treasurer
Signed
2022-09-07
Discuss with paid preparer
Yes

Preparer

Firm
CPAWerkscom LLC
Address
18048 Sanibel Circle, Westfield, IN 46062
Preparer
Timothy C Musholt
Phone
3174649846
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Various Less than $5,000 each. | Cash Amount Given: $7000”

Other Expenses.1

“Venue Cost $25513”

Other Expenses.2

“Admin Fees Paid to National $13939”

Other Expenses.3

“Credit Card Fees $327”

Other Expenses.4

“Meeting Supplies $12”

Raw XML Appendix131 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/PersonNm0Mark A Kratky
IRS990EZ/BooksInCareOfDetail/PhoneNum03175800233
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014155 Stallion Court
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carmel
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046074
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058601
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080691
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022090
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0407
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058601
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080691
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07000
IRS990EZ/GrossReceiptsAmt069288
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt066400
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058601
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080691
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058601
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080691
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0James Guilfoyle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tom Kleyle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mark Kratky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Arnold Hanish
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jeff Pellin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tom Dusing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039791
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A resource for financial executives that develops members' skills, promotes ethical conduct, informs members of new issues and advocates for the profession.
IRS990EZ/ProgramServiceRevenueAmt02875
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide professional development programs and continuing education.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Award scholarships to business students in colleges and universities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039452
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt047198
IRS990EZ/TotalProgramServiceExpensesAmt046452
IRS990EZ/TotalRevenueAmt069288
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Various Less than $5,000 each. | Cash Amount Given: $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Venue Cost $25513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Admin Fees Paid to National $13939
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Credit Card Fees $327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meeting Supplies $12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
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/PersonNm0Mark A Kratky
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Financial Executives International
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Indianapolis Chapter
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0237137041
ReturnHeader/Filer/PhoneNum03175800233
ReturnHeader/Filer/USAddress/AddressLine1Txt014155 Stallion Court
ReturnHeader/Filer/USAddress/CityNm0Carmel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046074
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861286901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CPAWerkscom LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018048 Sanibel Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046062
ReturnHeader/PreparerPersonGrp/PhoneNum03174649846
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy C Musholt
ReturnHeader/ReturnTs02022-09-07T19:13:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mark A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kratky
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.