Civic Intelligence

Financial Executive International

EIN 27-0632294 • 501(c)6 • Knoxville, TN

Profile

Dedicated to formal and informal programs that emphasize training and education for senior-level financial executives and their organizations.

141 N Martinwood RoadKnoxville, TN 37923

www.financialexecutives.org

Siviq Scores

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

Liabilities / Assets

79th percentile

0.16x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

87th percentile

0.26x

Higher debt load relative to revenue than 87% of similar nonprofits.

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

Net Margin

24th percentile

-17%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

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

Asset Growth

51st percentile

-0.4%

Faster asset growth than 51% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

47th percentile

-0.5%

Faster revenue growth than 47% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$134,836

Down $584 (-0.4%) from 2024

Liabilities

Up

$21,317

Up $13,148 (+161%) from 2024

Net Assets

Down

$113,519

Down $13,732 (-11%) from 2024

Operations
Liabilities / Revenue87th percentileNet Margin24th percentile

Revenue

Up

$82,718

Up $1,613 (+2.0%) from 2024

Expenses

Up

$96,450

Up $7,680 (+8.7%) from 2024

Net Income

Down

-$13,732

Down $6,067 (-79%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$150K$100K$50K$0Assets 2019: $114,856Liabilities 2019: $13,410Net Assets 2019: $101,4462019Assets 2020: $128,784Liabilities 2020: $5,259Net Assets 2020: $123,5252020Assets 2021: $146,390Liabilities 2021: $7,839Net Assets 2021: $138,5512021Assets 2022: $145,399Liabilities 2022: $16,445Net Assets 2022: $128,9542022Assets 2023: $135,831Liabilities 2023: $915Net Assets 2023: $134,9162023Assets 2024: $135,420Liabilities 2024: $8,169Net Assets 2024: $127,2512024Assets 2025: $134,836Liabilities 2025: $21,317Net Assets 2025: $113,5192025

Highlighted filing

2025

Assets$134,836
Liabilities$21,317
Net Assets$113,519
Open 2025 Filing

Operations Trend

Revenue Growth47th percentile

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

$100K$50K$0-$50KRevenue 2019: $78,294Expenses 2019: $72,171Net Income 2019: $6,1232019Revenue 2020: $81,921Expenses 2020: $59,842Net Income 2020: $22,0792020Revenue 2021: $58,645Expenses 2021: $43,619Net Income 2021: $15,0262021Revenue 2022: $87,650Expenses 2022: $97,247Net Income 2022: -$9,5972022Revenue 2023: $83,499Expenses 2023: $77,537Net Income 2023: $5,9622023Revenue 2024: $81,105Expenses 2024: $88,770Net Income 2024: -$7,6652024Revenue 2025: $82,718Expenses 2025: $96,450Net Income 2025: -$13,7322025

Highlighted filing

2025

Revenue$82,718
Expenses$96,450
Net Income-$13,732
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$134,836
Liabilities
$21,317
Net assets
$113,519
Revenue
$82,718
Expenses
$96,450
Net income
-$13,732
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.35$0.21$1.14$0.83$0.96$0.14
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.08$1.27$0.81$0.89$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.01$1.35$0.83$0.78$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.16$1.29$0.88$0.97$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.08$1.39$0.59$0.44$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.05$1.24$0.82$0.60$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.13$1.01$0.78$0.72$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 16, 2025
Return Version
2024v5.0
Gross Receipts
$82,718
Mission and Program Overview

Mission

Dedicated to formal and informal programs that emphasize training and education for senior-level financial executives and their organizations.

Program Services

DescriptionGrantsExpenses
Chapter meetings, small group breakfasts, summer and winter social events.$0$69,995
Educational training that qualified for CPE credits and tracking of those credits.$0$1,950
App for members to share employer, position and contact information.$0$500
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer SheleyPresident-$0--
Cecilia PetersenTreasurer-$0--
Amanda MathesVP Of Membership-$0--
Greg AshleyVP Of Programs-$0--
Sarah ClintonPartner Chair-$0--
Debbie CarperSecretary-$0--
Alan HortonBoard Member At Large-$0--
Filing and Contact Details

Filer

Filer Name
Financial Executive International
EIN
27-0632294
Phone
8658624728
Address
9721 Sherrill Blvd Suite 105, Knoxville, TN 37932

Signing Officer

Name
Cecilia Petersen
Title
Treasurer
Phone
8655990017
Signed
2025-11-16
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Other Expenses included expenses for monthly chapter meeting and events, CPE education and tracking, intern scholarships, FERF donation and office supplies.”

Form 990-EZ, Part II, Line 24

“Other Assets include Accounts Receivable and prepaid event deposit”

Form 990-EZ, Part II, Line 26

“Liabilities represent Accounts Payable due for professional fees and other expenses, as well as accrued speaker honorariums.”

Raw XML Appendix158 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/AddressChangeInd0X
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IRS990EZ/BooksInCareOfDetail/PersonNm0Cecilia Petersen
IRS990EZ/BooksInCareOfDetail/PhoneNum08655990017
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02111 Holderwood Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Knoxville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037922
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0121321
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt088737
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IRS990EZ/ExcessOrDeficitForYearAmt0-13732
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012000
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt082718
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IRS990EZ/GroupExemptionNum01036
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt01268
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MadeLoansToFromOfficersInd00
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IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0127251
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Sheley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cecilia Petersen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amanda Mathes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Greg Ashley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sarah Clinton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Debbie Carper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Alan Horton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP of Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP of Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Partner Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member at Large
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014099
IRS990EZ/OtherAssetsTotalDetail/EOYAmt046099
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt084428
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Dedicated to formal and informal programs that emphasize training and education for senior-level financial executives and their organizations.
IRS990EZ/PrintingPublicationsPostageAmt022
IRS990EZ/ProgramServiceRevenueAmt078500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Chapter meetings, small group breakfasts, summer and winter social events.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Educational training that qualified for CPE credits and tracking of those credits.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2App for members to share employer, position and contact information.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt069995
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11950
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2500
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TotalExpensesAmt096450
IRS990EZ/TotalProgramServiceExpensesAmt072445
IRS990EZ/TotalRevenueAmt082718
IRS990EZ/TransactionWithControlEntInd00
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IRS990EZ/WebsiteAddressTxt0www.financialexecutives.org
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Expenses included expenses for monthly chapter meeting and events, CPE education and tracking, intern scholarships, FERF donation and office supplies.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other Assets include Accounts Receivable and prepaid event deposit
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Liabilities represent Accounts Payable due for professional fees and other expenses, as well as accrued speaker honorariums.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Cecilia Petersen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08655990017
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL EXECUTIVE INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0270632294
ReturnHeader/Filer/PhoneNum08658624728
ReturnHeader/Filer/USAddress/AddressLine1Txt09721 Sherrill Blvd Suite 105
ReturnHeader/Filer/USAddress/CityNm0Knoxville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037932
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-11-16T19:13:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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