Civic Intelligence

Financial Executives International

990 • Fiscal year 2016 • EIN 23-7455401

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 29, 2016

Organization ProfileWWW.FINANCIALEXECUTIVES.ORG
9501 Console DriveSan Antonio, TX 78229

(210) 342-8000

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

27th percentile

-6.5%

Higher net margin than 27% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

34th percentile

-4.7%

Faster asset growth than 34% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

-2.8%

Faster revenue growth than 41% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$148,487

Down $7,342 (-4.7%) from 2015

Net Assets

Down

$148,487

Down $7,342 (-4.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin27th percentile

Revenue

Down

$112,808

Down $3,228 (-2.8%) from 2015

Expenses

Up

$120,150

Up $9,187 (+8.3%) from 2015

Net Income

Down

-$7,342

Down $12,415 (-245%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$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

2016

Assets$148,487
Liabilities$0
Net Assets$148,487
Open 2016 Filing

Operations Trend

Revenue Growth41st percentile

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

2016

Revenue$112,808
Expenses$120,150
Net Income-$7,342
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 29, 2016
Return Version
2015v2.0
Gross Receipts
$112,808
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
Rtn Earn Endowment Incm Other Fnds$155,829$148,487▼ $7,342
Cash and Non-Interest-Bearing Accounts$154,832$147,762▼ $7,070
Land, Buildings, and Equipment, Net$997$725▼ $272
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$155,829$148,487▼ $7,342
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$155,829$148,487▼ $7,342
Total Liabilities and Net Assets / Fund Balance$155,829$148,487▼ $7,342

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$725$635$1,360
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
Ronald CroweCommittee Chair
Jimmie ThurmondPresident
James HackardPresident-elect
Eric BurkVice President
Mary BaileyVice President
Orlando FloresVice President
Patricia MajorVice President
Jane CoelhoDirector
Paul HensleyDirector
Steve BaumDirector
Joe GaydosSecretary
Alan RichTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$95,950
Program Service Revenue
$16,779
Investment Income
$79
Other Revenue
$0
Change in Net Assets
$-7,342
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$85,650
Grants and Similar Amounts Paid$34,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings-$50,335-$50,335
Fees for Services Management-$29,305-$29,305
Grants to Domestic Individuals$28,000--$28,000
Grants to Domestic Orgs$6,500--$6,500
Office Expenses-$2,124-$2,124
Advertising-$1,012-$1,012
Fees for Services Accounting-$650-$650
Depreciation Depletion---$272
Other Expenses-$64-$64
All Other Expenses-$40-$40
Total Functional Expenses$34,500$85,378$0$120,150
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Financial Executives International
EIN
23-7455401
Phone
2103428000
Address
9501 CONSOLE DRIVE, SAN ANTONIO, TX 78229

Signing Officer

Name
Alan E Rich
Title
Treasurer
Signed
2016-09-29
Discuss with paid preparer
Yes

Organization Details

Formed
1975
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Fisher Herbst & Kemble Pc
Address
9501 CONSOLE DR STE 200, SAN ANTONIO, TX 78229-2396
Preparer
Kevin D Martin CPA
Phone
2106142284
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCES, LUNCHES
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES AND AS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0310
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt116469
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0310
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116469
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt095125
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt034500
IRS990/PYInvestmentIncomeAmt0126
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt076463
IRS990/PYProgramServiceRevenueAmt020785
IRS990/PYRevenuesLessExpensesAmt05073
IRS990/PYTotalExpensesAmt0110963
IRS990/PYTotalRevenueAmt0116036
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-7342
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0155829
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0148487
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0725
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0635
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01360
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0725
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt028000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ACADEMIC AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt014
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE RETURN WAS PROVIDED TO THE GOVERNING BODY BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0155829
IRS990/TotalAssetsEOYAmt0148487
IRS990/TotalAssetsGrp/BOYAmt0155829
IRS990/TotalAssetsGrp/EOYAmt0148487
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt095950
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt085378
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt034500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0120150
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0155829
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0148487
IRS990/TotalProgramServiceRevenueAmt016779
IRS990/TotalRevenueGrp/ExclusionAmt079
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016779
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0112808
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0155829
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0148487
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.FINANCIALEXECUTIVES.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN E RICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL EXECUTIVES INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SAN ANTONIO CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0237455401
ReturnHeader/Filer/PhoneNum02103428000
ReturnHeader/Filer/USAddress/AddressLine1Txt09501 CONSOLE DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078229
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FISHER HERBST & KEMBLE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09501 CONSOLE DR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782292396
ReturnHeader/PreparerPersonGrp/PhoneNum02106142284
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin D Martin CPA
ReturnHeader/ReturnTs02016-09-29T06:58:09-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,487
Liabilities
$0
Net assets
$148,487
Revenue
$112,808
Expenses
$120,150
Net income
-$7,342
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
2016Detailed filing. Detailed filing data is available for this year.$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