Civic Intelligence

Financial Executives International

EIN 25-6049427 • 501(c)6 • Monroeville, PA

Profile

Pittsburgh chapter - to strive to be the eyes and ears of the typical finance officer facing the day-to-day challenge of enhancing his or her shareholders' investment. To help members anticipate and react to change, acquire new resources to enhance shareholder value, and build the personal skills needed to further their careers. This is done by providing information through diverse forms of communication, knowledge of evolving trends, issues, and high-quality programs. To help to identify new opportunities for peer networking, and provide for effective advocacy through representation before legislations and regulators.

PO Box 12Monroeville, PA 15146

www.financialexecutives.org

Siviq Scores

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

Liabilities / Assets

81st percentile

0.19x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.14x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

73rd percentile

14%

Higher net margin than 73% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

92nd percentile

58%

Faster asset growth than 92% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

10%

Faster revenue growth than 67% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$116,965

Up $43,038 (+58%) from 2023

Liabilities

Up

$21,970

Up $21,970 from 2023

Net Assets

Up

$94,995

Up $21,068 (+28%) from 2023

Operations
Liabilities / Revenue81st percentileNet Margin73rd percentile

Revenue

Up

$153,506

Up $14,428 (+10%) from 2023

Expenses

Down

$132,438

Down $13,582 (-9.3%) from 2023

Net Income

Up

$21,068

Up $28,010 (+403%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$200K$150K$100K$50K$0Assets 2011: $86,947Liabilities 2011: $0Net Assets 2011: $86,9472011Assets 2012: $111,892Liabilities 2012: $0Net Assets 2012: $111,8922012Assets 2013: $101,962Liabilities 2013: $0Net Assets 2013: $101,9622013Assets 2014: $108,611Liabilities 2014: $13,537Net Assets 2014: $95,0742014Assets 2015: $118,482Liabilities 2015: $12,280Net Assets 2015: $106,2022015Assets 2016: $103,554Liabilities 2016: $1,868Net Assets 2016: $101,6862016Assets 2017: $108,893Liabilities 2017: $13,129Net Assets 2017: $95,7642017Assets 2018: $75,934Liabilities 2018: $2,139Net Assets 2018: $73,7952018Assets 2019: $83,085Liabilities 2019: $3,458Net Assets 2019: $79,6272019Assets 2020: $150,114Liabilities 2020: $22,761Net Assets 2020: $127,3532020Assets 2021: $167,663Liabilities 2021: $29,948Net Assets 2021: $137,7152021Assets 2022: $107,470Liabilities 2022: $26,601Net Assets 2022: $80,8692022Assets 2023: $73,927Liabilities 2023: $0Net Assets 2023: $73,9272023Assets 2024: $116,965Liabilities 2024: $21,970Net Assets 2024: $94,9952024

Highlighted filing

2024

Assets$116,965
Liabilities$21,970
Net Assets$94,995
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

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

$200K$100K$0-$100KRevenue 2011: $85,929Expenses 2011: $116,097Net Income 2011: -$30,1682011Revenue 2012: $140,641Expenses 2012: $115,696Net Income 2012: $24,9452012Revenue 2013: $105,772Expenses 2013: $115,702Net Income 2013: -$9,9302013Revenue 2014: $138,765Expenses 2014: $130,773Net Income 2014: $7,9922014Revenue 2015: $155,339Expenses 2015: $144,211Net Income 2015: $11,1282015Revenue 2016: $164,659Expenses 2016: $169,175Net Income 2016: -$4,5162016Revenue 2017: $167,743Expenses 2017: $173,665Net Income 2017: -$5,9222017Revenue 2018: $158,901Expenses 2018: $180,870Net Income 2018: -$21,9692018Revenue 2019: $165,623Expenses 2019: $159,791Net Income 2019: $5,8322019Revenue 2020: $173,161Expenses 2020: $125,435Net Income 2020: $47,7262020Revenue 2021: $73,513Expenses 2021: $63,151Net Income 2021: $10,3622021Revenue 2022: $99,582Expenses 2022: $156,428Net Income 2022: -$56,8462022Revenue 2023: $139,078Expenses 2023: $146,020Net Income 2023: -$6,9422023Revenue 2024: $153,506Expenses 2024: $132,438Net Income 2024: $21,0682024

Highlighted filing

2024

Revenue$153,506
Expenses$132,438
Net Income$21,068
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$116,965
Liabilities
$21,970
Net assets
$94,995
Revenue
$153,506
Expenses
$132,438
Net income
$21,068
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.22$0.95$1.54$1.32$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$1.39$1.46$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.27$0.81$1.00$1.56$0.57
2021Detailed filing. Detailed filing data is available for this year.$1.68$0.30$1.38$0.74$0.63$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.50$0.23$1.27$1.73$1.25$0.48
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.03$0.80$1.66$1.60$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.02$0.74$1.59$1.81$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.13$0.96$1.68$1.74$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.02$1.02$1.65$1.69$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.12$1.06$1.55$1.44$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.14$0.95$1.39$1.31$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$1.06$1.16$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$1.41$1.16$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.87$0.86$1.16$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$174,498
Mission and Program Overview

Mission

Pittsburgh chapter - to strive to be the eyes and ears of the typical finance officer facing the day-to-day challenge of enhancing his or her shareholders' investment. To help members anticipate and react to change, acquire new resources to enhance shareholder value, and build the personal skills needed to further their careers. This is done by providing information through diverse forms of communication, knowledge of evolving trends, issues, and high-quality programs. To help to identify new opportunities for peer networking, and provide for effective advocacy through representation before legislations and regulators.

Program Services

DescriptionGrantsExpenses
TO STRIVE TO BE THE EYES AND EARS OF THE TYPICAL FINANCE OFFICER FACING THE DAY-TO-DAY CHALLENGE OF ENHANCING HIS OR HER SHAREHOLDERS' INVESTMENT. TO HELP MEMBERS ANTICIPATE AND REACT TO CHANGE, ACQUIRE NEW RESOURCES TO ENHANCE SHAREHOLDER VALUE, AND BUILD THE PERSONAL SKILLS NEEDED TO FURTHER THEIR CAREERS. THIS IS DONE BY PROVIDING INFORMATION THROUGH DIVERSE FORMS OF COMMUNICATION, KNOWLEDGE OF EVOLVING TRENDS, ISSUES, AND HIGH-QUALITY PROGRAMS. TO HELP TO IDENTIFY NEW OPPORTUNITIES FOR PEER NETWORKING, AND PROVIDE FOR EFFECTIVE ADVOCACY THROUGH REPRESENTATION BEFORE LEGISLATIONS AND REGULATORS.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLY HOGANSPresident-$0--
ROBERTA MEINZER1st Vice President-$0--
ROBERT HOOK2nd Vice President-$0--
KIMBERLY BATTLE-YONEKSecretary-$0--
BARBARA FITZGERALDTreasurer-$0--
CHRISTOPHER PASCUZZIAssistant Treasurer And Secretary-$0--
JOHN BARSICDirector-$0--
BARRY WILLIAMSDirector-$0--
THOMAS FLEURYDirector-$0--
KAREN SHASTRIDirector-$0--
JIM WALSHDirector-$0--
ANTHONY CARRABBADirector-$0--
Political and Lobbying Activity
In-house lobbying only
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$0
Filing and Contact Details

Filer

Filer Name
Financial Executives International
EIN
25-6049427
Phone
7249313464
Address
PO BOX 12, MONROEVILLE, PA 15146

Signing Officer

Name
Barry Williams
Title
Treasurer
Phone
4126528259
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Sisterson & Co Llp
Address
501 GRANT STREET SUITE 450, PITTSBURGH, PA 15219
Preparer
Kimberley a Miller
Phone
4122812025
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 57.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: meals/guest fees. Amount: 1,457.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: financial education & research foundation. Affiliate address: 89 headquarters plaza, suite 1462 morristown, nj 07960. Purpose of payment: general operating funds. Amount of payment: 5,800.”

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

“Description: advertising & promotion. Amount: 4,992. Description: bank charges. Amount: 180. Description: administrative fees. Amount: 2,569. Description: insurance expense. Amount: 169. Description: other expenses. Amount: 4,143. Description: conference & meeting expenses. Amount: 73,445. Total to form 990-ez, line 16: 85,498.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accrued liabilities. Beg. Of year amount: 0. End of year amount: 21,970.”

Raw XML Appendix186 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/OfficerDirectorTrusteeEmplGrp/PersonNm0SHELLY HOGANS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT HOOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIMBERLY BATTLE-YONEK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN BARSIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BARRY WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8THOMAS FLEURY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KAREN SHASTRI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JIM WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ANTHONY CARRABBA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ASSISTANT TREASURER AND SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 57.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MEALS/GUEST FEES. AMOUNT: 1,457.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: FINANCIAL EDUCATION & RESEARCH FOUNDATION. AFFILIATE ADDRESS: 89 HEADQUARTERS PLAZA, SUITE 1462 MORRISTOWN, NJ 07960. PURPOSE OF PAYMENT: GENERAL OPERATING FUNDS. AMOUNT OF PAYMENT: 5,800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ADVERTISING & PROMOTION. AMOUNT: 4,992. DESCRIPTION: BANK CHARGES. AMOUNT: 180. DESCRIPTION: ADMINISTRATIVE FEES. AMOUNT: 2,569. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 169. DESCRIPTION: OTHER EXPENSES. AMOUNT: 4,143. DESCRIPTION: CONFERENCE & MEETING EXPENSES. AMOUNT: 73,445. TOTAL TO FORM 990-EZ, LINE 16: 85,498.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCRUED LIABILITIES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 21,970.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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.
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251467156
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SISTERSON & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0501 GRANT STREET SUITE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04122812025
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLEY A MILLER
ReturnHeader/ReturnTs02025-05-12T16:50:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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