Civic Intelligence

Financial Executives International Chicago Chapter

EIN 36-6109382 • 501(c)6 • Chicago, IL

Profile

Professional organization to advance the success of senior level financial executives, their organizations and the profession.

216 W Jackson Blvd Ste 625Chicago, IL 60606-6945
Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

501(c)6 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

501(c)6 • $500k-$1M nonprofits • Source year 2016

Net Margin

24th percentile

-5.7%

Higher net margin than 24% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

20th percentile

-9.3%

Faster asset growth than 20% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

29th percentile

-1.8%

Faster revenue growth than 29% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$330,405

Down $34,010 (-9.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$330,405

Down $34,010 (-9.3%) from 2015

Operations
Liabilities / Revenue26th percentileNet Margin24th percentile

Revenue

Down

$593,795

Down $11,073 (-1.8%) from 2015

Expenses

Down

$627,805

Down $30,448 (-4.6%) from 2015

Net Income

Up

-$34,010

Up $19,375 (+36%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$400K$300K$200K$100K$0Assets 2015: $364,415Liabilities 2015: $0Net Assets 2015: $364,4152015Assets 2016: $330,405Liabilities 2016: $0Net Assets 2016: $330,4052016

Highlighted filing

2016

Assets$330,405
Liabilities$0
Net Assets$330,405
Open 2016 Filing

Operations Trend

Revenue Growth29th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2015: $604,868Expenses 2015: $658,253Net Income 2015: -$53,3852015Revenue 2016: $593,795Expenses 2016: $627,805Net Income 2016: -$34,0102016

Highlighted filing

2016

Revenue$593,795
Expenses$627,805
Net Income-$34,010
Open 2016 Filing

Filings

Most recent year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$330,405
Liabilities
$0
Net assets
$330,405
Revenue
$593,795
Expenses
$627,805
Net income
-$34,010
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$5.94$6.28$0.34
2015Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$6.05$6.58$0.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 8, 2016
Return Version
2015v2.1
Gross Receipts
$593,795
Mission and Program Overview

Mission

Professional organization to advance the success of senior level financial executives, their organizations and the profession.

Professional organization to advance the success of senior level financial executives, their organizations and their profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$364,415$330,405▼ $34,010
Total Assets$364,415$330,405▼ $34,010
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$364,415$330,405▼ $34,010
Total Net Assets Fund Balance$364,415$330,405▼ $34,010
Total Liabilities and Net Assets / Fund Balance$364,415$330,405▼ $34,010
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Donald CepicanChair
Otis UsherPresident
Frank CesarioPresident El
Allan DrebinDirector
Carla CarstensDirector
Carol ShermanDirector
Ellen LandgrafDirector
Gary ParksDirector
Jerry HerbDirector
John TrakselisDirector
Mark SmetanaDirector
Mary Jo ArdizzoneDirector
Michael NadlerDirector
Philip MaughanDirector
Richard KuzmarDirector
Richard SteeleDirector
Vincent DiraddoDirector
William SeidenDirector
Jeffrey GernsSecretary
Seymour NewmanTreasurer
David BurkeVice Preside
Janeen McgrealVice Preside
Magdalena MartensenVice Preside
Martin RossVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$264,558
Program Service Revenue
$328,783
Investment Income
$454
Other Revenue
$0
All Other Contributions
$174,000
Change in Net Assets
$-34,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$600,405
Grants and Similar Amounts Paid$27,400
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$419,390--$419,390
Fees for Services Management$93,405--$93,405
Fees for Services Other$21,895--$21,895
Other Expenses$15,319--$15,319
Travel$15,113--$15,113
Grants to Domestic Individuals$14,900--$14,900
Grants to Domestic Orgs$12,500--$12,500
Insurance-$3,611-$3,611
Office Expenses-$1,824-$1,824
Fees for Services Accounting-$1,290-$1,290
Total Functional Expenses$621,080$6,725$0$627,805
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Fin Exec Research FdnMorristown, NJ-Research$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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Management functions performed by gidley management group”

Form 990, Page 6, Part VI, Line 6

“Organization is a membership organization, there are no stockholders.”

Form 990, Page 6, Part VI, Line 7A

“Members elect all officers and directors at an annual meeting.”

Form 990, Page 6, Part VI, Line 11B

“Draft form circulated to directors with invitation to comment. In addition, the treasurer reviews the return in detail.”

Form 990, Page 6, Part VI, Line 12C

“All officers and directors must sign an annual form stating they have no conflicts, or describing any potential conflicts.”

Form 990, Page 6, Part VI, Line 19

“Documents are delivered upon request”

Filing and Contact Details

Filer

Filer Name
Financial Executives International
EIN
36-6109382
Phone
3122631661
Address
216 W JACKSON BLVD STE 625, CHICAGO, IL 60606-6945

Signing Officer

Name
Seymour Newman
Title
Treasurer
Phone
3122631661
Signed
2016-11-08

Organization Details

Principal Officer
Otis Usher
Formed
1931
Legal Domicile
Il
Voting Board Members
24
Independent Board Members
24
Employees
0
Volunteers
100

Preparer

Firm
Rozovics Group Llp
Address
1580 N NORTHWEST HWY STE 120, PARK RIDGE, IL 60068-1468
Preparer
Margaret M Hunn
Phone
8476997600
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IRS990/ProgramServiceRevenueGrp/Desc4SOCIAL PROGRAMS
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PART III, COL (B) STUDENTS NOMINATED BY COLLEGES AND UNIVERSITIES. AWARDS DECIDED BY COMMITTEE OF MEMBERS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT FUNCTIONS PERFORMED BY GIDLEY MANAGEMENT GROUP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION IS A MEMBERSHIP ORGANIZATION, THERE ARE NO STOCKHOLDERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ELECT ALL OFFICERS AND DIRECTORS AT AN ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DRAFT FORM CIRCULATED TO DIRECTORS WITH INVITATION TO COMMENT. IN ADDITION, THE TREASURER REVIEWS THE RETURN IN DETAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL OFFICERS AND DIRECTORS MUST SIGN AN ANNUAL FORM STATING THEY HAVE NO CONFLICTS, OR DESCRIBING ANY POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE DELIVERED UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
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