Civic Intelligence

Financial Executives International

EIN 23-7455401 • 501(c)6 • San Antonio, TX

Profile

To be the preeminent association for financial executives through advocacy, networking, expertise, support and ethics.

11503 NW Military Hwy 225San Antonio, TX 78230

www.financialexecutives.org

Siviq Scores

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

Liabilities / Assets

55th percentile

0.01x

Higher debt load relative to assets than 55% of similar nonprofits.

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

Liabilities / Revenue

54th percentile

0.00x

Higher debt load relative to revenue than 54% of similar nonprofits.

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

Net Margin

41st percentile

-3.8%

Higher net margin than 41% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

40th percentile

-7.6%

Faster asset growth than 40% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

60th percentile

5.3%

Faster revenue growth than 60% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$56,682

Down $4,670 (-7.6%) from 2024

Liabilities

Flat

$350

Flat from 2024

Net Assets

Down

$56,332

Down $4,670 (-7.7%) from 2024

Revenue

Up

$123,266

Up $6,235 (+5.3%) from 2024

Expenses

Up

$127,936

Up $3,750 (+3.0%) from 2024

Net Income

Up

-$4,670

Up $2,485 (+35%) from 2024

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $140,035Liabilities 2012: $0Net Assets 2012: $140,0352012Assets 2014: $150,756Liabilities 2014: $0Net Assets 2014: $150,7562014Assets 2015: $155,829Liabilities 2015: $0Net Assets 2015: $155,8292015Assets 2016: $148,487Liabilities 2016: $0Net Assets 2016: $148,4872016Assets 2017: $134,799Liabilities 2017: $0Net Assets 2017: $134,7992017Assets 2018: $117,888Liabilities 2018: $0Net Assets 2018: $117,8882018Assets 2019: $99,224Liabilities 2019: $0Net Assets 2019: $99,2242019Assets 2020: $99,660Liabilities 2020: $350Net Assets 2020: $99,3102020Assets 2021: $112,094Liabilities 2021: $0Net Assets 2021: $112,0942021Assets 2022: $91,762Liabilities 2022: $350Net Assets 2022: $91,4122022Assets 2023: $68,507Liabilities 2023: $350Net Assets 2023: $68,1572023Assets 2024: $61,352Liabilities 2024: $350Net Assets 2024: $61,0022024Assets 2025: $56,682Liabilities 2025: $350Net Assets 2025: $56,3322025

Highlighted filing

2025

Assets$56,682
Liabilities$350
Net Assets$56,332

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2012: $88,0402012Revenue 2014: $119,787Expenses 2014: $113,406Net Income 2014: $6,3812014Revenue 2015: $116,036Expenses 2015: $110,963Net Income 2015: $5,0732015Revenue 2016: $112,808Expenses 2016: $120,150Net Income 2016: -$7,3422016Revenue 2017: $123,105Expenses 2017: $136,793Net Income 2017: -$13,6882017Revenue 2018: $115,514Expenses 2018: $132,425Net Income 2018: -$16,9112018Revenue 2019: $123,476Expenses 2019: $142,140Net Income 2019: -$18,6642019Revenue 2020: $120,101Expenses 2020: $120,015Net Income 2020: $862020Revenue 2021: $95,802Expenses 2021: $83,018Net Income 2021: $12,7842021Revenue 2022: $85,116Expenses 2022: $105,798Net Income 2022: -$20,6822022Revenue 2023: $106,817Expenses 2023: $130,072Net Income 2023: -$23,2552023Revenue 2024: $117,031Expenses 2024: $124,186Net Income 2024: -$7,1552024Revenue 2025: $123,266Expenses 2025: $127,936Net Income 2025: -$4,6702025

Highlighted filing

2025

Revenue$123,266
Expenses$127,936
Net Income-$4,670

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.00$0.56$1.23$1.28$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$1.17$1.24$0.07
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.68$1.07$1.30$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.91$0.85$1.06$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.96$0.83$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$0.99$1.20$1.20$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$1.23$1.42$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$1.16$1.32$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$1.23$1.37$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$1.13$1.20$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$1.16$1.11$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$1.20$1.13$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.00$1.40$0.88
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 21, 2025
Return Version
2024v5.2
Gross Receipts
$123,266
Mission and Program Overview

Mission

To be the preeminent association for financial executives through advocacy, networking, expertise, support and ethics.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$61,352$56,682▼ $4,670
Rtn Earn Endowment Incm Other Fnds$61,002$56,332▼ $4,670
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$61,352$56,682▼ $4,670
Liabilities
Deferred Revenue$350$350→ $0
Total Liabilities$350$350→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$61,002$56,332▼ $4,670
Total Liabilities and Net Assets / Fund Balance$61,352$56,682▼ $4,670

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$1,360$1,360
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rick MagnumPresident
Eric BurkDirector
Jimmie V ThurmondDirector
Paul HensleyDirector
Steve BaumDirector
Deborah StineChapter Admin
Alan RichTreasurer
John DewaldVP of Memberships
Michelle SalasVP of Programs
Revenue and Support

Revenue Composition

Contributions and Grants
$112,649
Program Service Revenue
$10,613
Investment Income
$4
Other Revenue
$0
Change in Net Assets
$-4,670
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,936
Grants and Similar Amounts Paid$13,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings-$56,383-$56,383
Fees for Services Management-$53,550-$53,550
Grants to Domestic Individuals$13,000--$13,000
Fees for Services Accounting-$2,046-$2,046
Office Expenses-$757-$757
Other Expenses-$638-$638
Total Functional Expenses$13,000$114,936$0$127,936
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A copy of the return was provided to the governing body before it was filed.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Financial Executives International
EIN
23-7455401
Phone
2103428000
Address
11503 NW MILITARY HWY 225, SAN ANTONIO, TX 78230
Doing Business As
San Antonio Chapter

Signing Officer

Name
Alan Rich
Title
Treasurer
Phone
2103428000
Signed
2025-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Magnum
Formed
1975
Legal Domicile
TX
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Firm
Whitley Penn Llp
Address
11503 NW MILITARY HWY STE 225, SAN ANTONIO, TX 78231
Preparer
Robert M Herbst
Phone
2106142284
Raw XML Appendix324 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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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FEI SAN ANTONIO CHAPTER
IRS990/BooksInCareOfDetail/PhoneNum02103428000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt040 NE LOOP 410
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd00
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IRS990/ConferencesMeetingsGrp/TotalAmt056383
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0ERIC BURK
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IRS990/Form990PartVIISectionAGrp/PersonNm3JIMMIE V THURMOND
IRS990/Form990PartVIISectionAGrp/PersonNm4DEBORAH STINE
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHELLE SALAS
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN DEWALD
IRS990/Form990PartVIISectionAGrp/PersonNm7ALAN RICH
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAPTER ADMIN
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IRS990/Form990PartVIISectionAGrp/TitleTxt6VP OF MEMBERSHIPS
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/TotalLiabilitiesGrp/EOYAmt0350
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt061002
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt056332
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt013000
IRS990/TotalProgramServiceRevenueAmt010613
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt04
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010613
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0123266
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt061352
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt056682
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011503 NW MILITARY
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078230
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.FINANCIALEXECUTIVES.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN RICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02103428000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL EXECUTIVES INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0237455401
ReturnHeader/Filer/PhoneNum02103428000
ReturnHeader/Filer/USAddress/AddressLine1Txt011503 NW MILITARY HWY 225
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078230
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752393478
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITLEY PENN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011503 NW MILITARY HWY STE 225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078231
ReturnHeader/PreparerPersonGrp/PhoneNum02106142284
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT M HERBST
ReturnHeader/ReturnTs02025-10-22T10:06:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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