Civic Intelligence

Financial Executives International

990 • Fiscal year 2017 • EIN 23-7455401

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 14, 2017

Organization ProfileWWW.FINANCIALEXECUTIVES.ORG
9501 Console Dr 200San Antonio, TX 78229

(210) 342-8000

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

21st percentile

-11%

Higher net margin than 21% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

28th percentile

-9.2%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

9.1%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$134,799

Down $13,688 (-9.2%) from 2016

Net Assets

Down

$134,799

Down $13,688 (-9.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin21st percentile

Revenue

Up

$123,105

Up $10,297 (+9.1%) from 2016

Expenses

Up

$136,793

Up $16,643 (+14%) from 2016

Net Income

Down

-$13,688

Down $6,346 (-86%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2017

Assets$134,799
Liabilities$0
Net Assets$134,799
Open 2017 Filing

Operations Trend

Revenue Growth67th 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

2017

Revenue$123,105
Expenses$136,793
Net Income-$13,688
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 14, 2017
Return Version
2016v3.0
Gross Receipts
$123,105
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$148,487$134,799▼ $13,688
Cash and Non-Interest-Bearing Accounts$147,762$134,346▼ $13,416
Land, Buildings, and Equipment, Net$725$453▼ $272
Total Assets$148,487$134,799▼ $13,688
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$148,487$134,799▼ $13,688
Total Liabilities and Net Assets / Fund Balance$148,487$134,799▼ $13,688

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$453$907$1,360
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
James HackardPresident
Jane CoelhoDirector
Jimmie ThurmondDirector
Paul HensleyDirector
Steve BaumDirector
Ronald CroweCommittee Ch
Joe GaydosSecretary
Alan RichTreasurer
Eric BurkVice Preside
Mary BaileyVice Preside
Orlando FloresVice Preside
Patricia MajorVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$107,050
Program Service Revenue
$15,981
Investment Income
$74
Other Revenue
$0
Change in Net Assets
$-13,688
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$94,793
Grants and Similar Amounts Paid$42,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings-$59,845-$59,845
Fees for Services Management-$30,105-$30,105
Grants to Domestic Individuals$28,000--$28,000
Grants to Domestic Orgs$14,000--$14,000
Office Expenses-$1,642-$1,642
Fees for Services Accounting-$650-$650
Depreciation Depletion-$272-$272
Advertising-$162-$162
Other Expenses-$75-$75
Total Functional Expenses$42,000$94,793$0$136,793
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Fei Research FoundationMorristown, NJ--$12,500
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
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, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Financial Executives International
EIN
23-7455401
Phone
2103428000
Address
9501 CONSOLE DR 200, SAN ANTONIO, TX 78229
Doing Business As
San Antonio Chapter

Signing Officer

Name
Alan Rich
Title
Treasurer
Phone
2106142284
Signed
2017-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Hackard
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
Preparer
Kevin D Martin CPA
Phone
2106142284
Raw XML Appendix333 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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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0134799
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09501 CONSOLE DRIVE
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078229
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.FINANCIALEXECUTIVES.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN RICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02106142284
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL EXECUTIVES INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0237455401
ReturnHeader/Filer/PhoneNum02103428000
ReturnHeader/Filer/USAddress/AddressLine1Txt09501 CONSOLE DR 200
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078229
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A402CC1971A3071D7DCE70D8B05E66CF081409E8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A419D09A29F2915B759133889A260471712DF984
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742584861
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/ZIPCd078229
ReturnHeader/PreparerPersonGrp/PhoneNum02106142284
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN D MARTIN CPA
ReturnHeader/ReturnTs02017-08-14T16:45:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$134,799
Liabilities
$0
Net assets
$134,799
Revenue
$123,105
Expenses
$136,793
Net income
-$13,688
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
2017Detailed filing. Detailed filing data is available for this year.$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