Civic Intelligence

Financial Executives International - Indianapolis Chapter

990EZ • Fiscal year 2020 • EIN 23-7137041

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 27, 2020

Organization ProfileN/A
14155 Stallion CourtCarmel, IN 46074

(317) 580-0233

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

88th percentile

37%

Higher net margin than 88% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

91st percentile

72%

Faster asset growth than 91% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

56th percentile

-16%

Faster revenue growth than 56% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$66,850

Up $27,960 (+72%) from 2019

Net Assets

Up

$66,850

Up $27,960 (+72%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Down

$76,246

Down $14,100 (-16%) from 2019

Expenses

Down

$48,286

Down $65,556 (-58%) from 2019

Net Income

Up

$27,960

Up $51,456 (+219%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$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

2020

Assets$66,850
Liabilities-
Net Assets$66,850
Open 2020 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$76,246
Expenses$48,286
Net Income$27,960
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 27, 2020
Return Version
2019v5.0
Gross Receipts
$76,246
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.$28,710-
Award scholarships to business students in colleges and universities.$8,000-
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jenny QuinnetteVice President-$0--
James GuilfoyleVice President-$0--
Tom KleylePresident-$0--
Mark KratkyTreasurer-$0--
Brianna KatulakVice President-$0--
Arnold HanishDirector-$0--
Steve HamiltonDirector-$0--
Jeff PellinDirector-$0--
Tom DusingDirector-$0--
Imram LodiDirector-$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
2020-10-27
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: $8000”

Other Expenses.1

“Venue Cost $26910”

Other Expenses.2

“Operations Local $9654”

Other Expenses.3

“Speaker Cost $1800”

Other Expenses.4

“Operations National FEI $802”

Other Expenses.5

“CC Fees $379”

Raw XML Appendix143 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
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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/BOYAmt038890
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066850
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt027960
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0741
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038890
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066850
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08000
IRS990EZ/GrossReceiptsAmt076246
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt021
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt070690
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038890
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066850
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038890
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066850
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt93.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jenny Quinnette
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1James Guilfoyle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tom Kleyle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mark Kratky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Brianna Katulak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Arnold Hanish
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Steve Hamilton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jeff Pellin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Tom Dusing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Imram Lodi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039545
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/ProgramServiceRevenueAmt05535
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide professional development programs and continuing education.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Award scholarships to business students in colleges and universities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028710
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18000
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/TotalExpensesAmt048286
IRS990EZ/TotalProgramServiceExpensesAmt036710
IRS990EZ/TotalRevenueAmt076246
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Various Less than $5,000 each. | Cash Amount Given: $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Venue Cost $26910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Operations Local $9654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Speaker Cost $1800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Operations National FEI $802
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CC Fees $379
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark A Kratky
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-27
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/PreparerFirmEIN0475587747
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/ReturnTs02020-10-27T07:33:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,850
Liabilities
-
Net assets
$66,850
Revenue
$76,246
Expenses
$48,286
Net income
$27,960
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
2020Detailed filing. Detailed filing data is available for this year.$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