Civic Intelligence

Unknown Organization

990 • Fiscal year 2014 • EIN 51-0207310

Jul 01, 2013 to Jun 30, 2014 • Filed on May 08, 2015

Organization ProfileWWW.FEISV.ORG
1583 Sundown LaneSuite95127

(650) 454-6083

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

41st percentile

0.0%

Higher net margin than 41% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

43rd percentile

0.0%

Faster asset growth than 43% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

37th percentile

-3.9%

Faster revenue growth than 37% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$225,527

Up $15 (+0.0%) from 2013

Net Assets

Up

$225,527

Up $15 (+0.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin41st percentile

Revenue

Down

$273,518

Down $11,019 (-3.9%) from 2013

Expenses

Down

$273,503

Down $2,041 (-0.7%) from 2013

Net Income

Down

$15

Down $8,978 (-100%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$300K$200K$100K$0Assets 2011: $279,576Liabilities 2011: $0Net Assets 2011: $279,5762011Assets 2012: $216,519Liabilities 2012: $0Net Assets 2012: $216,5192012Assets 2013: $225,512Liabilities 2013: $0Net Assets 2013: $225,5122013Assets 2014: $225,527Liabilities 2014: $0Net Assets 2014: $225,5272014

Highlighted filing

2014

Assets$225,527
Liabilities$0
Net Assets$225,527
Open 2014 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0Revenue 2011: $255,425Expenses 2011: $193,933Net Income 2011: $61,4922011Expenses 2012: $528,0972012Revenue 2013: $284,537Expenses 2013: $275,544Net Income 2013: $8,9932013Revenue 2014: $273,518Expenses 2014: $273,503Net Income 2014: $152014

Highlighted filing

2014

Revenue$273,518
Expenses$273,503
Net Income$15
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 8, 2015
Return Version
2013v4.0
Gross Receipts
$303,759
Mission and Program Overview

Mission

To advance the success of senior-level financial executives, their organizations and the profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$245,640$233,627▼ $12,013
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-20,128$-8,100▲ $12,028
Total Assets$225,512$225,527▲ $15
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$225,512$225,527▲ $15
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$225,512$225,527▲ $15
Total Liabilities and Net Assets / Fund Balance$225,512$225,527▲ $15
Compensation and Service Providers
Top Officer Pay68th percentile

Board Members and Trustees

NameTitle
John J Beck IiiPresident
Susan SalvesenFirst Vice President
Chikako KonohanaDirector
Greg L OverholtzerDirector
Harry W Kellogg JrDirector
Jack LonginottiDirector
Jake BallingDirector
Janet MacaulayDirector
Jeannie DuncansonDirector
John McintoshDirector
Ken PurfeyDirector
Manav SinghDirector
Mark MuenchowDirector
Mike RamelotDirector
Randy RuckerDirector
Rick BrounsteinDirector
Rick GiorgettiDirector
Scott AngelDirector
Sudha ChadalavadaDirector
Todd LowensteinSecretary
Robert FarkasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$254,793
Investment Income
$983
Other Revenue
$17,742
Change in Net Assets
$15
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$246,503
Grants and Similar Amounts Paid$27,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$131,064
Fees for Services Other---$57,792
Grants to Domestic Individuals$0--$27,000
Information Technology---$22,150
Travel---$12,306
Office Expenses---$6,702
Other Expenses---$4,448
Total Functional Expenses$0$0$0$273,503
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$47,983
Fundraising Direct Expenses$30,241
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$33,513$33,513$1,445$32,068
Event 2$9,470$9,470$1,774$7,696
Total Events$47,983$47,983$30,241$17,742
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI-governance, Management, and Disclosure

“SECTION A. GOVERNING BODY AND MANaGEMENT, LINE 7b Members at large approve appointments of officers and committee chairs on an annual basis.”

Form 990, Part VI-governance, Management, and Disclosure

“SECTION A. GOVERNING BODY AND MANaGEMENT, LINE 8b THE COMMITTEES DO NOT PUBLISH MINUTES BUT ALL MAJOR DECISIONS ARE BROUGHT TO THE BOARD FOR APPROVAL AND DOCUMENTATION.”

Form 990, Part VI-governance, Management, and Disclosure

“SECTION B. Policies Line 11b A COPY OF FORM 990 IS PROVIDED TO BOARD MEMBERS AND OFFICERS. THE INITIAL DRAFT RETURN IS DISCUSSED AND REVIEWED BY BOARD MEMBERS AND OFFICERS PRIOR TO FILING. RECOMMENDED CHANGES ARE REFLECTED ON THE RETURN FILED WITH THE IRS.”

Form 990, Part VI - Governance, Management, and Disclosure

“SECTION B. Policies Lines 15a and b No officers receive compensation. It is 100% volunteer.”

Form 990, part VI - Governance, Management and Disclosure

“SECTION C. Disclosure Line 19 THE ORGANIZATION MAKES COPIES OF ITS TAX DOCUMENTS AVAILABLE TO THE PUBLIC AS REQUIRED. ITS INTERNAL DOCUMENTS ARE NOT MADE AVAILABLE UNLESS INCLUDED AS PART OF ITS TAX FILINGS.”

Filing and Contact Details

Filer

EIN
51-0207310
In Care Of
% ROBERT A FARKAS
Phone
6504546083

Signing Officer

Name
Robert Farkas
Title
Treasurer
Phone
6504546083
Signed
2015-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John J Beck Iii
Formed
1977
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
21

Preparer

Preparer
Sandra L Feinsmith
Phone
6504546083
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 11G

“Description:business manager fee total fees:52000”

Form 990 Part IX Line 11G

“Description:cfo alliance total fees:4475”

Form 990 Part IX Line 11G

“Description:fei national total fees:1317”

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IRS990/PrincipalOfficerNm0JOHN J BECK III
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IRS990/ProgramServiceRevenueGrp/Desc0DINNER FEES
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2SPONSORSHIP INCOME
IRS990/ProgramServiceRevenueGrp/Desc3OTHER PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011559
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1210675
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt220012
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033513
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09470
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05000
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0HOLIDAY PARTY
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt027000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt09
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The scholarships are awarded to students who show talent and aptitude for corporate finance or accounting and demonstrate potential to serve as future leaders in these fields. The selection process involves a resume, cover letter and an interview conducted on campus. To be eligible, the students must be rising seniors, demonstrate academic excellence, leadership in extracurricular activities and a good record of finance related internships. Each of the winners has received scholarship awards of $3,000, as well as recognition and networking opportunities at dinner meetings of Silicon Valley FEI members held this past Fall.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHOLARSHIPS
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SECTION A. GOVERNING BODY AND MANaGEMENT, LINE 7b Members at large approve appointments of officers and committee chairs on an annual basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SECTION A. GOVERNING BODY AND MANaGEMENT, LINE 8b THE COMMITTEES DO NOT PUBLISH MINUTES BUT ALL MAJOR DECISIONS ARE BROUGHT TO THE BOARD FOR APPROVAL AND DOCUMENTATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SECTION B. Policies Line 11b A COPY OF FORM 990 IS PROVIDED TO BOARD MEMBERS AND OFFICERS. THE INITIAL DRAFT RETURN IS DISCUSSED AND REVIEWED BY BOARD MEMBERS AND OFFICERS PRIOR TO FILING. RECOMMENDED CHANGES ARE REFLECTED ON THE RETURN FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SECTION B. Policies Lines 15a and b No officers receive compensation. It is 100% volunteer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SECTION C. Disclosure Line 19 THE ORGANIZATION MAKES COPIES OF ITS TAX DOCUMENTS AVAILABLE TO THE PUBLIC AS REQUIRED. ITS INTERNAL DOCUMENTS ARE NOT MADE AVAILABLE UNLESS INCLUDED AS PART OF ITS TAX FILINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION:BUSINESS MANAGER FEE TOTAL FEES:52000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION:CFO ALLIANCE TOTAL FEES:4475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION:FEI NATIONAL TOTAL FEES:1317
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI-GOVERNANCE, MANAGEMENT, AND DISCLOSURE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI-GOVERNANCE, MANAGEMENT, AND DISCLOSURE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI-GOVERNANCE, MANAGEMENT, AND DISCLOSURE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI - GOVERNANCE, MANAGEMENT, AND DISCLOSURE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, part VI - Governance, Management and Disclosure
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990 PART IX LINE 11G
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10FINANCIAL EXECUTIVES INTERNATIONAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0841421286
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(6)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0NATIONAL ORG
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10PO BOX 764
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0FLORHAM PARK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode007932
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$225,527
Liabilities
$0
Net assets
$225,527
Revenue
$273,518
Expenses
$273,503
Net income
$15
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$2.74$2.74$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.00$2.26$2.85$2.76$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.00$2.17$5.28
2011Summary only. Only limited summary data is available for this year.$2.80$0.00$2.80$2.55$1.94$0.61