Civic Intelligence

Financial Education Institute

EIN 47-2817808 • 501(c)3 • San Antonio, TX

Profile

We facilitate the instruction of financial education courses for adults in our community through the public (municipally funded) school districts' adult & community education programs. Our courses offer only financial education & information without any mention of any financial company's products or services. Our goal is to help people become more financially literate, to take charge of their financial household, and understand the steps necessary to avoid running out of money in retirement.

1130 E Sonterra Blvd 130San Antonio, TX 78258

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

56th percentile

0.7%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$7,382

Up $54 (+0.7%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$7,382

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Up

$400

Up $400 from 2023

Expenses

Up

$346

Up $300 (+652%) from 2023

Net Income

Up

$54

Up $100 (+217%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$10K$5.0K$0Assets 2016: $560Net Assets 2016: $5602016Assets 2017: $5Net Assets 2017: $52017Assets 2018: $5Net Assets 2018: $52018Assets 2019: $1,333Net Assets 2019: $1,3332019Assets 2020: $8,628Net Assets 2020: $8,6282020Assets 2021: $7,718Net Assets 2021: $7,7182021Assets 2022: $7,374Net Assets 2022: $7,3742022Assets 2023: $7,328Liabilities 2023: $02023Assets 2024: $7,382Net Assets 2024: $7,3822024

Highlighted filing

2024

Assets$7,382
Liabilities-
Net Assets$7,382
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2016: $19,323Expenses 2016: $18,763Net Income 2016: $5602016Revenue 2017: $29,664Expenses 2017: $30,219Net Income 2017: -$5552017Revenue 2018: $02018Revenue 2019: $36,396Expenses 2019: $35,063Net Income 2019: $1,3332019Revenue 2020: $62,247Expenses 2020: $54,952Net Income 2020: $7,2952020Revenue 2021: $17,777Expenses 2021: $18,687Net Income 2021: -$9102021Revenue 2022: $10,411Expenses 2022: $8,861Net Income 2022: $1,5502022Revenue 2023: $0Expenses 2023: $46Net Income 2023: -$462023Revenue 2024: $400Expenses 2024: $346Net Income 2024: $542024

Highlighted filing

2024

Revenue$400
Expenses$346
Net Income$54
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,382
Liabilities
-
Net assets
$7,382
Revenue
$400
Expenses
$346
Net income
$54
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.38$7.38$0.40$0.35$0.05
2023Summary only. Only limited summary data is available for this year.$7.33$0.00$0.00$0.05$0.05
2022Detailed filing. Detailed filing data is available for this year.$7.37$7.37$10.4$8.86$1.55
2021Detailed filing. Detailed filing data is available for this year.$7.72$7.72$17.8$18.7$0.91
2020Detailed filing. Detailed filing data is available for this year.$8.63$8.63$62.2$55.0$7.30
2019Detailed filing. Detailed filing data is available for this year.$1.33$1.33$36.4$35.1$1.33
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.01$29.7$30.2$0.56
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.56$19.3$18.8$0.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.0
Gross Receipts
$400
Mission and Program Overview

Mission

We facilitate the instruction of financial education courses for adults in ourcommunity through the public (municipally funded) school districts adult &community education programs. Our courses offer only financialeducation & information without any mention of any financial companysproducts or services.Our goal is to help people become more financially literate, to take chargeof their financial household, and understand the steps necessary to avoidrunning out of money in retirement.

We facilitate the instruction of financial education courses for adults in our community through the public (municipally funded) school districts' adult & community education programs. Our courses offer only financial education & information without any mention of any financial company's products or services. Our goal is to help people become more financially literate, to take charge of their financial household, and understand the steps necessary to avoid running out of money in retirement.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES FINANCIAL EDUCATION COURSES TO THOSE IN NEED.-$346
THE ORGANIZATION PROVIDES FINANCIAL EDUCATION COURSES TO THOSE IN NEED.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOGAN DIETELDirector-$0--
JAY HOWARDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Financial Education Institute
EIN
47-2817808
Phone
2107023963
Address
1130 E SONTERRA BLVD 130, SAN ANTONIO, TX 78258

Signing Officer

Name
Logan Dietel
Title
Director
Phone
2107023963
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Neffendorf & Blocker Pc
Address
PO BOX 874, FREDERICKSBURG, TX 78624
Preparer
Keith Neffendorf
Phone
8309973348
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses technology 23 bank fees 23 total 46”

Form 990-ez, Part III

“We facilitate the instruction of financial education courses for adults in our community through the public (municipally funded) school districts' adult & community education programs. Our courses offer only financial education & information without any mention of any financial company's products or services. Our goal is to help people become more financially literate, to take charge of their financial household, and understand the steps necessary to avoid running out of money in retirement.”

Form 990-ez, Part III, Line 31

“The organization provides financial education courses to those in need.”

Raw XML Appendix121 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION PROVIDES FINANCIAL EDUCATION COURSES TO THOSE IN NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0346
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalExpensesAmt0346
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IRS990EZ/TotalRevenueAmt0400
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0400
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IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt090835
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TECHNOLOGY 23 BANK FEES 23 TOTAL 46
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WE FACILITATE THE INSTRUCTION OF FINANCIAL EDUCATION COURSES FOR ADULTS IN OUR COMMUNITY THROUGH THE PUBLIC (MUNICIPALLY FUNDED) SCHOOL DISTRICTS' ADULT & COMMUNITY EDUCATION PROGRAMS. OUR COURSES OFFER ONLY FINANCIAL EDUCATION & INFORMATION WITHOUT ANY MENTION OF ANY FINANCIAL COMPANY'S PRODUCTS OR SERVICES. OUR GOAL IS TO HELP PEOPLE BECOME MORE FINANCIALLY LITERATE, TO TAKE CHARGE OF THEIR FINANCIAL HOUSEHOLD, AND UNDERSTAND THE STEPS NECESSARY TO AVOID RUNNING OUT OF MONEY IN RETIREMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION PROVIDES FINANCIAL EDUCATION COURSES TO THOSE IN NEED.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/PhoneNum02107023963
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ReturnHeader/ReturnTs02025-11-06T17:23:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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