Civic Intelligence

Financial Executive International

990EZ • Fiscal year 2021 • EIN 27-0632294

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 14, 2021

Organization Profilewww.financialexecutives.org
141 N Martinwood RoadKnoxville, TN 37923

(865) 813-0426

Siviq Scores

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

Liabilities / Assets

66th percentile

0.05x

Higher debt load relative to assets than 66% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

74th percentile

0.13x

Higher debt load relative to revenue than 74% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

76th percentile

26%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

61st percentile

14%

Faster asset growth than 61% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

21st percentile

-28%

Faster revenue growth than 21% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$146,390

Up $17,606 (+14%) from 2020

Net Assets

Up

$138,551

Up $15,026 (+12%) from 2020

Liabilities

Up

$7,839

Up $2,580 (+49%) from 2020

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin76th percentile

Revenue

Down

$58,645

Down $23,276 (-28%) from 2020

Expenses

Down

$43,619

Down $16,223 (-27%) from 2020

Net Income

Down

$15,026

Down $7,053 (-32%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$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

2021

Assets$146,390
Liabilities$7,839
Net Assets$138,551
Open 2021 Filing

Operations Trend

Revenue Growth21st percentile

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

2021

Revenue$58,645
Expenses$43,619
Net Income$15,026
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 14, 2021
Return Version
2020v4.0
Gross Receipts
$58,645
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.-$20,971
Educational training that qualified for CPE credits.-$1,093
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg AshleyPresident-$0--
Cecilia PetersenTreasurer-$0--
Michael LeMarbreCo-VP Of Membership-$0--
Allen GradyCo-VP Of Membership-$0--
Stephen ArnoldVP Of Programs-$0--
Alan HortonPartner Chair-$0--
Lance WeedenSecretary-$0--
Frank SouthallBoard Member At Large-$0--
Roger FranklinBoard Member At-Large-$0--
Filing and Contact Details

Filer

Filer Name
Financial Executive International
EIN
27-0632294
Phone
8658130426
Address
141 N Martinwood Road, Knoxville, TN 37923

Signing Officer

Name
Cecilia Petersen
Title
Treasurer
Phone
8655990017
Signed
2021-11-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Other Expenses included expenses for monthly chapter meetings, administrative support, directory printing and office supplies.”

Form 990-EZ, Part II, Line 24

“Other Assets represent Accounts Receivable.”

Form 990-EZ, Part II, Line 26

“Liabilities represent Accounts Payable due for administrative support and expenses for meetings.”

Raw XML Appendix150 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/BooksInCareOfDetail/USAddress/AddressLine1Txt02111 Holderwood Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Knoxville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037922
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0125784
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IRS990EZ/GrossSalesOfInventoryAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Greg Ashley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cecilia Petersen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael LeMarbre
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Allen Grady
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Stephen Arnold
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Alan Horton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Lance Weeden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Frank Southall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Roger Franklin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-VP of Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-VP of Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP of Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Partner Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member at Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board Member At-Large
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt056695
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Educational training that qualified for CPE credits.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020971
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11093
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07839
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IRS990EZ/TotalProgramServiceExpensesAmt022064
IRS990EZ/TotalRevenueAmt058645
IRS990EZ/TransactionWithControlEntInd00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Expenses included expenses for monthly chapter meetings, administrative support, directory printing and office supplies.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other Assets represent Accounts Receivable.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Liabilities represent Accounts Payable due for administrative support and expenses for meetings.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Cecilia Petersen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08655990017
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL EXECUTIVE INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0270632294
ReturnHeader/Filer/PhoneNum08658130426
ReturnHeader/Filer/USAddress/AddressLine1Txt0141 N Martinwood Road
ReturnHeader/Filer/USAddress/CityNm0Knoxville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037923
ReturnHeader/ReturnTs02021-11-14T11:40:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$146,390
Liabilities
$7,839
Net assets
$138,551
Revenue
$58,645
Expenses
$43,619
Net income
$15,026
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