Civic Intelligence

Financial Executives - Fort Worth Chapter

EIN 23-7366342 • 501(c)6 • Fort Worth, TX

Profile

Provide networking and educational opportunities to senior financial executives in the fort worth and tarrant county areas.

6925 Vista Ridge CTFort Worth, TX 76132

www.financialexecutives.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

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

Liabilities / Revenue

50th percentile

0.00x

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

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

Net Margin

25th percentile

-16%

Higher net margin than 25% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$9,885

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

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

Asset Growth

42nd percentile

-4.9%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

52nd percentile

2.2%

Faster revenue growth than 52% of similar nonprofits.

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

Assets

Down

$219,728

Down $25,786 (-11%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$219,728

Down $25,786 (-11%) from 2024

Revenue

Down

$162,576

Down $22,395 (-12%) from 2024

Expenses

Up

$188,362

Up $462 (+0.2%) from 2024

Net Income

Down

-$25,786

Down $22,857 (-780%) from 2024

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2016: $160,317Liabilities 2016: $0Net Assets 2016: $160,3172016Assets 2017: $191,203Liabilities 2017: $0Net Assets 2017: $191,2032017Assets 2018: $212,034Liabilities 2018: $0Net Assets 2018: $212,0342018Assets 2019: $205,114Liabilities 2019: $0Net Assets 2019: $205,1142019Assets 2021: $271,844Liabilities 2021: $0Net Assets 2021: $271,8442021Assets 2022: $255,209Liabilities 2022: $0Net Assets 2022: $255,2092022Assets 2023: $248,443Liabilities 2023: $0Net Assets 2023: $248,4432023Assets 2024: $245,514Liabilities 2024: $0Net Assets 2024: $245,5142024Assets 2025: $219,728Liabilities 2025: $0Net Assets 2025: $219,7282025

Highlighted filing

2025

Assets$219,728
Liabilities$0
Net Assets$219,728

Operations Trend

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

$200K$100K$0-$100KRevenue 2016: $161,278Expenses 2016: $142,482Net Income 2016: $18,7962016Revenue 2017: $175,702Expenses 2017: $145,624Net Income 2017: $30,0782017Revenue 2018: $182,315Expenses 2018: $161,484Net Income 2018: $20,8312018Revenue 2019: $183,765Expenses 2019: $190,685Net Income 2019: -$6,9202019Revenue 2021: $135,543Expenses 2021: $126,993Net Income 2021: $8,5502021Revenue 2022: $152,257Expenses 2022: $168,892Net Income 2022: -$16,6352022Revenue 2023: $173,092Expenses 2023: $179,858Net Income 2023: -$6,7662023Revenue 2024: $184,971Expenses 2024: $187,900Net Income 2024: -$2,9292024Revenue 2025: $162,576Expenses 2025: $188,362Net Income 2025: -$25,7862025

Highlighted filing

2025

Revenue$162,576
Expenses$188,362
Net Income-$25,786

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 11, 2025
Return Version
2024v5.2
Gross Receipts
$162,576
Mission and Program Overview

Mission

Provide networking and educational opportunities to senior financial executives in the fort worth and tarrant county areas.

Program Services

DescriptionGrantsExpenses
HOSTING MEETINGS WITH VOLUNTEER SPEAKERS FROM THE BUSINESS OR REGULATORY COMMUNITIES, PROVIDING NETWORKING OPPORTUNITIES TO MEMBERSHIP.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DESSIE CUNNINGHAMDirectory-$9,885-$9,885
JOHN TITTLEPresident-$0--
ROCHELLE JONESPast President/Arrangements-$0--
MICHAEL MCCONATHYSecretary/Treasurer-$0--
MICHELLINE MALLEYMembership-$0--
SHANNON GREENEPrograms/Sponsorship/Golf Tournamen-$0--
LEE MCFARLAINPlant Tour-$0--
CLAYTON STOCKDALECareer Services-$0--
MARC NERIAcademic-$0--
PHILIP MANGONEWebsite-$0--
TINA CASTILLOSocial Event-$0--
Filing and Contact Details

Filer

Filer Name
Financial Executives - Fort Worth
EIN
23-7366342
Phone
8173665398
Address
6925 VISTA RIDGE CT, FORT WORTH, TX 76132

Signing Officer

Name
Michael Mcconathy
Title
Treasurer
Phone
8173665398
Signed
2025-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Whitley Penn Llp
Address
640 TAYLOR STREET SUITE 2200, FT WORTH, TX 76102
Preparer
Emily Landry
Phone
8172599100
Supplemental Narrative

Additional Explanations

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

Activity classification: scholarships. Grantee name: texas christian university. Grantee address: 2800 s university dr fort worth, tx 76129. Amount given: 1,000.

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

Activity classification: scholarships. Grantee name: university of texas at arlington. Grantee address: 701 s nedderman dr arlington, tx 76019. Amount given: 1,000.

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

Activity classification: scholarships. Grantee name: university of north texas. Grantee address: 1155 union cir denton, tx 76203. Amount given: 1,000.

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

Activity classification: scholarships. Grantee name: texas wesleyan university. Grantee address: 1201 wesleyan st fort worth, tx 76105. Amount given: 1,000.

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

Activity classification: scholarships. Grantee name: texas woman's university. Grantee address: 304 administration dr denton, tx 76204. Amount given: 1,000. Total included on form 990-ez, line 10: 5,000.

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

Description: conferences and meetings. Amount: 91,143. Description: directory. Amount: 1,777. Description: diversity initiatives. Amount: 2,659. Description: golf outing. Amount: 8,878. Description: holiday social. Amount: 26,841. Description: new member initiatives. Amount: 2,604. Description: other. Amount: 13,381. Description: plant tour. Amount: 3,000. Description: sponsor breakfast. Amount: 11,591. Description: spring social. Amount: 1,250. Description: marketing. Amount: 10,353. Total to form 990-ez, line 16: 173,477.

Raw XML Appendix168 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt79885
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN TITTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROCHELLE JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL MCCONATHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHELLINE MALLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHANNON GREENE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LEE MCFARLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CLAYTON STOCKDALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DESSIE CUNNINGHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARC NERI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PHILIP MANGONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10TINA CASTILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT/ARRANGEMENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PROGRAMS/SPONSORSHIP/GOLF TOURNAMEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PLANT TOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CAREER SERVICES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTORY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8ACADEMIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9WEBSITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10SOCIAL EVENT
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0173477
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE NETWORKING AND EDUCATIONAL OPPORTUNITIES TO SENIOR FINANCIAL EXECUTIVES IN THE FORT WORTH AND TARRANT COUNTY AREAS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOSTING MEETINGS WITH VOLUNTEER SPEAKERS FROM THE BUSINESS OR REGULATORY COMMUNITIES, PROVIDING NETWORKING OPPORTUNITIES TO MEMBERSHIP.
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IRS990EZ/TotalRevenueAmt0162576
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IRS990EZ/WebsiteAddressTxt0WWW.FINANCIALEXECUTIVES.ORG
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: TEXAS CHRISTIAN UNIVERSITY. GRANTEE ADDRESS: 2800 S UNIVERSITY DR FORT WORTH, TX 76129. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: UNIVERSITY OF TEXAS AT ARLINGTON. GRANTEE ADDRESS: 701 S NEDDERMAN DR ARLINGTON, TX 76019. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: UNIVERSITY OF NORTH TEXAS. GRANTEE ADDRESS: 1155 UNION CIR DENTON, TX 76203. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: TEXAS WESLEYAN UNIVERSITY. GRANTEE ADDRESS: 1201 WESLEYAN ST FORT WORTH, TX 76105. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: TEXAS WOMAN'S UNIVERSITY. GRANTEE ADDRESS: 304 ADMINISTRATION DR DENTON, TX 76204. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: CONFERENCES AND MEETINGS. AMOUNT: 91,143. DESCRIPTION: DIRECTORY. AMOUNT: 1,777. DESCRIPTION: DIVERSITY INITIATIVES. AMOUNT: 2,659. DESCRIPTION: GOLF OUTING. AMOUNT: 8,878. DESCRIPTION: HOLIDAY SOCIAL. AMOUNT: 26,841. DESCRIPTION: NEW MEMBER INITIATIVES. AMOUNT: 2,604. DESCRIPTION: OTHER. AMOUNT: 13,381. DESCRIPTION: PLANT TOUR. AMOUNT: 3,000. DESCRIPTION: SPONSOR BREAKFAST. AMOUNT: 11,591. DESCRIPTION: SPRING SOCIAL. AMOUNT: 1,250. DESCRIPTION: MARKETING. AMOUNT: 10,353. TOTAL TO FORM 990-EZ, LINE 16: 173,477.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL MCCONATHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08173665398
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL EXECUTIVES - FORT WORTH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0237366342
ReturnHeader/Filer/PhoneNum08173665398
ReturnHeader/Filer/USAddress/AddressLine1Txt06925 VISTA RIDGE CT
ReturnHeader/Filer/USAddress/CityNm0FORT WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076132
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752393478
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITLEY PENN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0640 TAYLOR STREET SUITE 2200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076102
ReturnHeader/PreparerPersonGrp/PhoneNum08172599100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMILY LANDRY
ReturnHeader/ReturnTs02025-08-25T12:35:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits