Civic Intelligence

Financial Executives International

EIN 61-6030915 • 501(c)6 • Louisville, KY

Profile

Financial Executives International connects financial leaders through exchanging ideas about best practices, defining the profession, educating Members and stakeholders and working with the government to improve the general economy. FEI has been advancing success through information, community, and advocacy since 1931.

3502 Hillvale RoadLouisville, KY 40241

www.feilouisville.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

67th percentile

8.0%

Faster asset growth than 67% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

-3.8%

Faster revenue growth than 44% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$116,660

Up $8,635 (+8.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$116,660

Up $8,635 (+8.0%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin74th percentile

Revenue

Down

$59,468

Down $2,365 (-3.8%) from 2023

Expenses

Down

$50,833

Down $7,719 (-13%) from 2023

Net Income

Up

$8,635

Up $5,354 (+163%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$150K$100K$50K$0Assets 2011: $41,439Liabilities 2011: $02011Assets 2012: $58,129Liabilities 2012: $02012Assets 2013: $68,444Liabilities 2013: $02013Assets 2014: $66,060Liabilities 2014: $02014Assets 2015: $53,931Liabilities 2015: $02015Assets 2016: $56,961Liabilities 2016: $02016Assets 2017: $59,577Liabilities 2017: $02017Assets 2018: $53,762Liabilities 2018: $02018Assets 2019: $54,479Liabilities 2019: $02019Assets 2020: $75,499Liabilities 2020: $02020Assets 2021: $95,969Liabilities 2021: $02021Assets 2022: $104,744Liabilities 2022: $0Net Assets 2022: $104,7442022Assets 2023: $108,025Liabilities 2023: $0Net Assets 2023: $108,0252023Assets 2024: $116,660Liabilities 2024: $0Net Assets 2024: $116,6602024

Highlighted filing

2024

Assets$116,660
Liabilities$0
Net Assets$116,660
Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

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

$100K$50K$0-$50KRevenue 2011: $40,259Expenses 2011: $35,961Net Income 2011: $4,2982011Revenue 2012: $44,645Expenses 2012: $27,955Net Income 2012: $16,6902012Revenue 2013: $46,601Expenses 2013: $36,286Net Income 2013: $10,3152013Revenue 2014: $31,026Expenses 2014: $33,410Net Income 2014: -$2,3842014Revenue 2015: $37,830Expenses 2015: $49,959Net Income 2015: -$12,1292015Revenue 2016: $47,412Expenses 2016: $44,382Net Income 2016: $3,0302016Revenue 2017: $52,213Expenses 2017: $49,597Net Income 2017: $2,6162017Revenue 2018: $44,550Expenses 2018: $50,365Net Income 2018: -$5,8152018Revenue 2019: $69,672Expenses 2019: $68,955Net Income 2019: $7172019Revenue 2020: $58,192Expenses 2020: $37,172Net Income 2020: $21,0202020Revenue 2021: $61,493Expenses 2021: $41,023Net Income 2021: $20,4702021Revenue 2022: $67,144Expenses 2022: $58,369Net Income 2022: $8,7752022Revenue 2023: $61,833Expenses 2023: $58,552Net Income 2023: $3,2812023Revenue 2024: $59,468Expenses 2024: $50,833Net Income 2024: $8,6352024

Highlighted filing

2024

Revenue$59,468
Expenses$50,833
Net Income$8,635
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$116,660
Liabilities
$0
Net assets
$116,660
Revenue
$59,468
Expenses
$50,833
Net income
$8,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.59$0.51$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.62$0.59$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.67$0.58$0.09
2021Summary only. Only limited summary data is available for this year.$0.96$0.00$0.61$0.41$0.20
2020Summary only. Only limited summary data is available for this year.$0.75$0.00$0.58$0.37$0.21
2019Summary only. Only limited summary data is available for this year.$0.54$0.00$0.70$0.69$0.01
2018Summary only. Only limited summary data is available for this year.$0.54$0.00$0.45$0.50$0.06
2017Summary only. Only limited summary data is available for this year.$0.60$0.00$0.52$0.50$0.03
2016Summary only. Only limited summary data is available for this year.$0.57$0.00$0.47$0.44$0.03
2015Summary only. Only limited summary data is available for this year.$0.54$0.00$0.38$0.50$0.12
2014Summary only. Only limited summary data is available for this year.$0.66$0.00$0.31$0.33$0.02
2013Summary only. Only limited summary data is available for this year.$0.68$0.00$0.47$0.36$0.10
2012Summary only. Only limited summary data is available for this year.$0.58$0.00$0.45$0.28$0.17
2011Summary only. Only limited summary data is available for this year.$0.41$0.00$0.40$0.36$0.04
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 12, 2023
Return Version
2022v5.0
Gross Receipts
$61,833
Mission and Program Overview

Mission

Financial Executives International connects financial leaders through exchanging ideas about best practices, defining the profession, educating Members and stakeholders and working with the government to improve the general economy. FEI has been advancing success through information, community, and advocacy since 1931.

Program Services

DescriptionGrantsExpenses
Financial Executives International, Louisville Chapter held 12 monthly meetings with educational content and professional networking for 80 members over the course of the year.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew MonteiroStrategic Partnerships Chair-$0--
David LewisTreasurer-$0--
Doug WickenheiserSecretary-$0--
David KozalProgramming Chair-$0--
Bill StoutAcademic Relations Chair-$0--
Jim SchildtPresidentPT$0--
Bill FerkoCareer Services Chair-$0--
Uric DufrenePresident-Elect-$0--
Filing and Contact Details

Filer

Filer Name
Financial Executives International
EIN
61-6030915
Phone
5023870379
Address
3502 Hillvale Road, Louisville, KY 40241

Signing Officer

Name
David Lewis
Title
Treasurer
Phone
5023870379
Signed
2023-11-12
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Member Meetings;12583|Social Events;14763|Constant Contact Service;1028|Miscellaneous;11711^Total;40085^”

Raw XML Appendix147 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0David H Lewis
IRS990EZ/BooksInCareOfDetail/PhoneNum05023870379
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03502 Hillvale Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Louisville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040241
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0104744
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0108025
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt058750
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt03281
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014520
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0104744
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0108025
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02900
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt061833
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum01036
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0104744
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0108025
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0104744
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0108025
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Matthew Monteiro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1David Lewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Doug Wickenheiser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Kozal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Bill Stout
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jim Schildt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Bill Ferko
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Uric Dufrene
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Strategic Partnerships Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Programming Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Academic Relations Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Career Services Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7President-Elect
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt040085
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Financial Executives International connects financial leaders through exchanging ideas about best practices, defining the profession, educating Members and stakeholders and working with the government to improve the general economy. FEI has been advancing success through information, community, and advocacy since 1931.
IRS990EZ/PrintingPublicationsPostageAmt01047
IRS990EZ/ProgramServiceRevenueAmt03083
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Financial Executives International, Louisville Chapter held 12 monthly meetings with educational content and professional networking for 80 members over the course of the year.
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt058552
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt061833
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.feilouisville.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Member Meetings;12583|Social Events;14763|Constant Contact Service;1028|Miscellaneous;11711^Total;40085^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0David Lewis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05023870379
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL EXECUTIVES INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0616030915
ReturnHeader/Filer/PhoneNum05023870379
ReturnHeader/Filer/USAddress/AddressLine1Txt03502 Hillvale Road
ReturnHeader/Filer/USAddress/CityNm0Louisville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040241
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-11-12T14:02:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.