Civic Intelligence

Financial Executives International

EIN 31-6049797 • 501(c)6 • Cincinnati, OH

Profile

Business association, provide scholarships for college students pursuing accounting degree

Refreshing map…

9674 Colerain Ave 126Cincinnati, OH 45251-2006

www.financialexecutives.org

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.02x

Higher debt load relative to assets than 62% of similar nonprofits.

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

Liabilities / Revenue

67th percentile

0.03x

Higher debt load relative to revenue than 67% of similar nonprofits.

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

Net Margin

60th percentile

5.6%

Higher net margin than 60% of similar nonprofits.

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

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 2025

Asset Growth

65th percentile

6.4%

Faster asset growth than 65% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

9.0%

Faster revenue growth than 66% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$161,657

Up $15,628 (+11%) from 2023

Liabilities

Up

$3,150

Up $3,150 from 2023

Net Assets

Up

$158,507

Up $12,478 (+8.5%) from 2023

Operations
Liabilities / Revenue67th percentileNet Margin60th percentile

Revenue

Up

$118,070

Up $35,864 (+44%) from 2023

Expenses

Up

$111,449

Up $2,102 (+1.9%) from 2023

Net Income

Up

$6,621

Up $33,762 (+124%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$200K$150K$100K$50K$0Assets 2011: $127,578Liabilities 2011: $0Net Assets 2011: $127,5782011Assets 2022: $173,170Liabilities 2022: $0Net Assets 2022: $173,1702022Assets 2023: $146,029Liabilities 2023: $0Net Assets 2023: $146,0292023Assets 2025: $161,657Liabilities 2025: $3,150Net Assets 2025: $158,5072025

Highlighted filing

2025

Assets$161,657
Liabilities$3,150
Net Assets$158,507
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $70,172Expenses 2011: $69,709Net Income 2011: $4632011Revenue 2022: $80,220Expenses 2022: $81,059Net Income 2022: -$8392022Revenue 2023: $82,206Expenses 2023: $109,347Net Income 2023: -$27,1412023Revenue 2025: $118,070Expenses 2025: $111,449Net Income 2025: $6,6212025

Highlighted filing

2025

Revenue$118,070
Expenses$111,449
Net Income$6,621
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$161,657
Liabilities
$3,150
Net assets
$158,507
Revenue
$118,070
Expenses
$111,449
Net income
$6,621
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.62$0.03$1.59$1.18$1.11$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.82$1.09$0.27
2022Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.80$0.81$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.00$1.28$0.70$0.70$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 2, 2025
Return Version
2024v5.0
Gross Receipts
$118,070
Mission and Program Overview

Mission

Business association, provide scholarships for college students pursuing accounting degree

Program Services

DescriptionGrantsExpenses
Grants Paid: College Scholarship, Grantee: Various, Cash Grants--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah BurtonPresident-$0--
Sara JonesTreasurer-$0--
Courtney Campbell-SaxtonSecretary-$0--
Jonathan TenbrinkVP Membership-$0--
John KaemmererDirector-$0--
Cindy PeeblesDirector-$0--
Shelly RiceDirector-$0--
Michael PhillipsPast President-$0--
Brian TibbsDirector-$0--
Krista LewisDirector-$0--
Kevin LosekampDirector-$0--
Filing and Contact Details

Filer

Filer Name
Financial Executives International
EIN
31-6049797
Phone
5139392652
Address
9674 Colerain Ave 126, Cincinnati, OH 45251-2006

Signing Officer

Name
Sara Jones
Title
Treasurer
Phone
8594961265
Signed
2025-09-02
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“College Scholarship”

Form 990-EZ, Part I, Line 16

“Description;Amount^Board of Directors Meeting Expenses;172|Board of Directors Summit Attendee Expense;8190|Fees;1379|Insurance Expense;350|Meeting Expenses;32410|FERF Contribution;3500|Membership Marketing;10893^Total;56894^”

Form 990-EZ, Part II, Line 24

“Description;EOY Amount^Prepaid;3891^Total;3891^”

Form 990-EZ, Part II, Line 26

“Prepaid chapter partner”

Raw XML Appendix177 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/AddressLine2Txt0126
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cincinnati
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045251
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0149969
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt0151886
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0151886
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sarah Burton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sara Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Courtney Campbell-Saxton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jonathan Tenbrink
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4John Kaemmerer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Cindy Peebles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Shelly Rice
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Michael Phillips
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Brian Tibbs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Krista Lewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Kevin Losekamp
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt03891
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt056894
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Business association, provide scholarships for college students pursuing accounting degree
IRS990EZ/PrintingPublicationsPostageAmt0731
IRS990EZ/ProgramServiceRevenueAmt0120
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants Paid: College Scholarship, Grantee: Various, Cash Grants
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TotalExpensesAmt0111449
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0118070
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IRS990EZ/TypeOfOrganizationAssocInd0X
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/ExplanationTxt0College Scholarship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Board of Directors Meeting Expenses;172|Board of Directors Summit Attendee Expense;8190|Fees;1379|Insurance Expense;350|Meeting Expenses;32410|FERF Contribution;3500|Membership Marketing;10893^Total;56894^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;EOY Amount^Prepaid;3891^Total;3891^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Prepaid chapter partner
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Sara Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08594961265
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL EXECUTIVES INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0316049797
ReturnHeader/Filer/PhoneNum05139392652
ReturnHeader/Filer/USAddress/AddressLine1Txt09674 Colerain Ave 126
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0452512006
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-09-03T09:17:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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