Civic Intelligence

Financial Executives International

EIN 39-1336007 • 501(c)6 • Appleton, WI

Profile

Education for Financial Executives

2501 E Enterprise AvenueAppleton, WI 54912

feiew.org

Siviq Scores

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

Liabilities / Assets

70th percentile

0.06x

Higher debt load relative to assets than 70% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.10x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

29th percentile

-12%

Higher net margin than 29% of similar nonprofits.

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

Top Officer Pay

96th percentile

$51,613

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 41.4% of source-year revenue.

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

Asset Growth

43rd percentile

-4.5%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

45th percentile

-1.2%

Faster revenue growth than 45% of similar nonprofits.

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

Assets

Down

$196,908

Down $9,358 (-4.5%) from 2024

Liabilities

Up

$12,000

Up $6,000 (+100%) from 2024

Net Assets

$184,908

No earlier filing loaded for comparison.

Revenue

Down

$124,800

Down $1,506 (-1.2%) from 2024

Expenses

Down

$140,158

Down $17,357 (-11%) from 2024

Net Income

Up

-$15,358

Up $15,851 (+51%) from 2024

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $59,430Liabilities 2011: $02011Assets 2012: $69,667Liabilities 2012: $02012Assets 2013: $70,019Liabilities 2013: $02013Assets 2014: $75,417Liabilities 2014: $02014Assets 2015: $57,952Liabilities 2015: $02015Assets 2016: $47,685Liabilities 2016: $02016Assets 2017: $51,340Liabilities 2017: $02017Assets 2018: $68,663Liabilities 2018: $02018Assets 2019: $91,071Liabilities 2019: $02019Assets 2020: $134,098Liabilities 2020: $02020Assets 2021: $171,784Liabilities 2021: $02021Assets 2022: $199,701Liabilities 2022: $5,500Net Assets 2022: $194,2012022Assets 2023: $242,475Liabilities 2023: $11,0002023Assets 2024: $206,266Liabilities 2024: $6,0002024Assets 2025: $196,908Liabilities 2025: $12,000Net Assets 2025: $184,9082025

Highlighted filing

2025

Assets$196,908
Liabilities$12,000
Net Assets$184,908

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $53,064Expenses 2011: $37,612Net Income 2011: $15,4522011Revenue 2012: $52,991Expenses 2012: $42,754Net Income 2012: $10,2372012Revenue 2013: $57,291Expenses 2013: $56,939Net Income 2013: $3522013Revenue 2014: $58,148Expenses 2014: $52,750Net Income 2014: $5,3982014Revenue 2015: $57,505Expenses 2015: $74,970Net Income 2015: -$17,4652015Revenue 2016: $93,086Expenses 2016: $103,354Net Income 2016: -$10,2682016Revenue 2017: $112,035Expenses 2017: $108,380Net Income 2017: $3,6552017Revenue 2018: $113,762Expenses 2018: $96,439Net Income 2018: $17,3232018Revenue 2019: $117,098Expenses 2019: $94,691Net Income 2019: $22,4072019Revenue 2020: $122,665Expenses 2020: $79,638Net Income 2020: $43,0272020Revenue 2021: $111,509Expenses 2021: $73,823Net Income 2021: $37,6862021Revenue 2022: $117,372Expenses 2022: $94,955Net Income 2022: $22,4172022Revenue 2023: $133,486Expenses 2023: $159,437Net Income 2023: -$25,9512023Revenue 2024: $126,306Expenses 2024: $157,515Net Income 2024: -$31,2092024Revenue 2025: $124,800Expenses 2025: $140,158Net Income 2025: -$15,3582025

Highlighted filing

2025

Revenue$124,800
Expenses$140,158
Net Income-$15,358

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.97$0.12$1.85$1.25$1.40$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.06$1.26$1.58$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.11$1.33$1.59$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.06$1.94$1.17$0.95$0.22
2021Summary only. Only limited summary data is available for this year.$1.72$0.00$1.12$0.74$0.38
2020Summary only. Only limited summary data is available for this year.$1.34$0.00$1.23$0.80$0.43
2019Summary only. Only limited summary data is available for this year.$0.91$0.00$1.17$0.95$0.22
2018Summary only. Only limited summary data is available for this year.$0.69$0.00$1.14$0.96$0.17
2017Summary only. Only limited summary data is available for this year.$0.51$0.00$1.12$1.08$0.04
2016Summary only. Only limited summary data is available for this year.$0.48$0.00$0.93$1.03$0.10
2015Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.75$0.17
2014Summary only. Only limited summary data is available for this year.$0.75$0.00$0.58$0.53$0.05
2013Summary only. Only limited summary data is available for this year.$0.70$0.00$0.57$0.57$0.00
2012Summary only. Only limited summary data is available for this year.$0.70$0.00$0.53$0.43$0.10
2011Summary only. Only limited summary data is available for this year.$0.59$0.00$0.53$0.38$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 21, 2025
Return Version
2024v5.0
Gross Receipts
$124,800
Mission and Program Overview

Mission

Education for Financial Executives

Program Services

DescriptionGrantsExpenses
Provided education, programming, and CPE for financial executives in the area in a variety of formats.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle WeissChapter AdministratorPT$51,613-$51,613
Aaron SmitsChapter President, Programs Committee Chair & Executive Committee Member-$0--
Beth HeinenDirector-$0--
Bill LepleyAcademic Relations Committee Co-Chair-$0--
Bob NighSecretary & Member Retention & Engagement Committee Co-Chair-$0--
Brian LebenDirector-$0--
Cynthia DederichNominations Committee Chair & Executive Committee Member-$0--
Doug SteckerDirector-$0--
Gary BrochtrupMember Retention & Engagement Committee Co-Chair-$0--
Greg WilliamsStrategic Partner Committee Co-Chair-$0--
Holly KostechkaDirector-$0--
Jill BeanDiversity & Inclusion Group Committee Chair-$0--
Jim RubrightMembership Committee Chair & Executive Committee Member-$0--
John RenierPeer Group Committee Chair-$0--
Katie BurkeAcademic Relations Committee Co-Chair-$0--
Kim KneepkensTreasurer-$0--
Larry BartonNational Liaison & Executive Committee Member-$0--
Peggy BrouchDirector & Executive Committee Member-$0--
Joe RossmeisslPresident Elect, Professional Development Committee Chair & Executive Committee Member-$0--
Greg LinnemanstonsPublicity Committee Chair-$0--
Jeff Keltesch2nd Vice President & Executive Committee Member-$0--
Filing and Contact Details

Filer

Filer Name
Financial Executives International
EIN
39-1336007
Phone
9205409519
Address
2501 E Enterprise Avenue, Appleton, WI 54912

Signing Officer

Name
Kim Kneepkens
Title
Treasurer
Phone
9205409519
Signed
2025-08-21
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Dinner socials and events;59896|Credit card fees;775|FEI National dues;2338|FERF National contribution;3000|Software and media;3271|Diversity Program;1500|Supplies;2129|National conference expenses;11636^Total;84545^

Form 990-EZ, Part II, Line 26

Description;EOY Amount^Prepaid sponsor fees;12000^Total;12000^

Raw XML Appendix224 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/PersonNm0Aaron Smits
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Beth Heinen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bill Lepley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bob Nigh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Brian Leben
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Cynthia Dederich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Doug Stecker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Gary Brochtrup
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Greg Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Holly Kostechka
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Jill Bean
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Jim Rubright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12John Renier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Katie Burke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Kim Kneepkens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Larry Barton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Michelle Weiss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Peggy Brouch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18Joe Rossmeissl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19Greg Linnemanstons
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm20Jeff Keltesch
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary & Member Retention & Engagement Committee Co-Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Nominations Committee Chair & Executive Committee Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Strategic Partner Committee Co-Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Diversity & Inclusion Group Committee Chair
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Academic Relations Committee Co-Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15National Liaison & Executive Committee Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16Chapter Administrator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17Director & Executive Committee Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt18President Elect, Professional Development Committee Chair & Executive Committee Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt19Publicity Committee Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt202nd Vice President & Executive Committee Member
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kim Kneepkens
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09205409519
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL EXECUTIVES INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0391336007
ReturnHeader/Filer/PhoneNum09205409519
ReturnHeader/Filer/USAddress/AddressLine1Txt02501 E Enterprise Avenue
ReturnHeader/Filer/USAddress/CityNm0Appleton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054912
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-08-21T13:00:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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