Civic Intelligence

Financial Executives International

990EZ • Fiscal year 2019 • EIN 62-6063232

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 27, 2019

Organization Profilewww.financialexecutives.org
2112 Blake DriveAntioch, TN 37013

(615) 305-7591

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.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

64th percentile

8.4%

Higher net margin than 64% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

39th percentile

-3.9%

Faster revenue growth than 39% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$54,668

Up $5,607 (+11%) from 2018

Net Assets

$54,668

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin64th percentile

Revenue

Down

$66,806

Down $2,694 (-3.9%) from 2018

Expenses

Down

$61,199

Down $1,122 (-1.8%) from 2018

Net Income

Down

$5,607

Down $1,572 (-22%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$150K$100K$50K$0Assets 2012: $75,141Liabilities 2012: $02012Assets 2013: $80,525Liabilities 2013: $02013Assets 2014: $72,317Liabilities 2014: $02014Assets 2015: $48,902Liabilities 2015: $02015Assets 2016: $38,947Liabilities 2016: $02016Assets 2017: $41,882Liabilities 2017: $02017Assets 2018: $49,061Liabilities 2018: $02018Assets 2019: $54,668Liabilities 2019: $0Net Assets 2019: $54,6682019Assets 2020: $88,643Liabilities 2020: $0Net Assets 2020: $88,6432020Assets 2021: $100,733Liabilities 2021: $0Net Assets 2021: $100,7332021Assets 2022: $72,852Liabilities 2022: $0Net Assets 2022: $72,8522022Assets 2023: $72,109Liabilities 2023: $02023Assets 2024: $77,825Liabilities 2024: $02024Assets 2025: $71,198Liabilities 2025: $0Net Assets 2025: $71,1982025

Highlighted filing

2019

Assets$54,668
Liabilities$0
Net Assets$54,668
Open 2019 Filing

Operations Trend

Revenue Growth39th percentile

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

$100K$50K$0-$50KRevenue 2012: $66,868Expenses 2012: $59,512Net Income 2012: $7,3562012Revenue 2013: $63,168Expenses 2013: $57,784Net Income 2013: $5,3842013Revenue 2014: $49,989Expenses 2014: $58,197Net Income 2014: -$8,2082014Revenue 2015: $45,109Expenses 2015: $68,524Net Income 2015: -$23,4152015Revenue 2016: $49,781Expenses 2016: $59,736Net Income 2016: -$9,9552016Revenue 2017: $65,263Expenses 2017: $62,328Net Income 2017: $2,9352017Revenue 2018: $69,500Expenses 2018: $62,321Net Income 2018: $7,1792018Revenue 2019: $66,806Expenses 2019: $61,199Net Income 2019: $5,6072019Revenue 2020: $87,042Expenses 2020: $53,067Net Income 2020: $33,9752020Revenue 2021: $48,648Expenses 2021: $36,558Net Income 2021: $12,0902021Revenue 2022: $59,848Expenses 2022: $81,231Net Income 2022: -$21,3832022Revenue 2023: $73,943Expenses 2023: $76,042Net Income 2023: -$2,0992023Revenue 2024: $71,256Expenses 2024: $68,475Net Income 2024: $2,7812024Revenue 2025: $72,158Expenses 2025: $78,785Net Income 2025: -$6,6272025

Highlighted filing

2019

Revenue$66,806
Expenses$61,199
Net Income$5,607
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 27, 2019
Return Version
2018v3.0
Gross Receipts
$66,806
Mission and Program Overview

Mission

Advocacy for views of corporate financial management

Program Services

DescriptionGrantsExpenses
Technical sessions, speakers and programs to inform accounting/finance professionals on relevant topics$0$50,247
Academic awards - $750 each to six outstanding accounting/finance students at local colleges/universities$0$6,000
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark MyersPresident-$0--
Bradley O'ShoneyMembership, Co-Chair-$0--
Phil GrovesMembership, Co-Chair-$0--
Kimberly PhegleySocial-$0--
Matt BiancheriSponsorship-$0--
Mickey HepnerAcademics-$0--
Laura WillmonDirector-$0--
Michael BryantDirector-$0--
Richard SaskowskiTreasurer-$0--
VACANTSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Financial Executives International
EIN
62-6063232
Phone
6153057591
Address
2112 Blake Drive, Antioch, TN 37013

Signing Officer

Name
Richard Saskowski
Title
Treasurer
Phone
6153057591
Signed
2019-10-27
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Sponsorship Revenue $55,575”

Form 990-EZ, Part I, Line 10

“Academic Awards $6,000”

Form 990-EZ, Part I, Line 16

“Meeting Expense and Special Programs $50,247 Miscellaneous Expense $ 1,065”

Raw XML Appendix164 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/AddressChangeInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Richard Saskowski
IRS990EZ/BooksInCareOfDetail/PhoneNum06153057591
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02112 Blake Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Antioch
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037013
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049061
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054668
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IRS990EZ/ExcessOrDeficitForYearAmt05607
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03605
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt066806
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt011220
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049061
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054668
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049061
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054668
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
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/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
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/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mark Myers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bradley O'Shoney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Phil Groves
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kimberly Phegley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Matt Biancheri
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Mickey Hepner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Laura Willmon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Michael Bryant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Richard Saskowski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9VACANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Membership, Co-Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Membership, Co-Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Social
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Sponsorship
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Academics
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt051312
IRS990EZ/OtherRevenueTotalAmt055575
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Advocacy for views of corporate financial management
IRS990EZ/PrintingPublicationsPostageAmt0282
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Technical sessions, speakers and programs to inform accounting/finance professionals on relevant topics
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Academic awards - $750 each to six outstanding accounting/finance students at local colleges/universities
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050247
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16000
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/TotalExpensesAmt061199
IRS990EZ/TotalProgramServiceExpensesAmt056247
IRS990EZ/TotalRevenueAmt066806
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.financialexecutives.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sponsorship Revenue $55,575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Academic Awards $6,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meeting Expense and Special Programs $50,247 Miscellaneous Expense $ 1,065
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Saskowski
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06153057591
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL EXECUTIVES INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0626063232
ReturnHeader/Filer/PhoneNum06153057591
ReturnHeader/Filer/USAddress/AddressLine1Txt02112 Blake Drive
ReturnHeader/Filer/USAddress/CityNm0Antioch
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037013
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.203.201.111
ReturnHeader/ReturnTs02019-10-27T17:48:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,668
Liabilities
$0
Net assets
$54,668
Revenue
$66,806
Expenses
$61,199
Net income
$5,607
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.72$0.79$0.07
2024Summary only. Only limited summary data is available for this year.$0.78$0.00$0.71$0.68$0.03
2023Summary only. Only limited summary data is available for this year.$0.72$0.00$0.74$0.76$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$0.60$0.81$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.49$0.37$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.87$0.53$0.34
2019Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.67$0.61$0.06
2018Summary only. Only limited summary data is available for this year.$0.49$0.00$0.70$0.62$0.07
2017Summary only. Only limited summary data is available for this year.$0.42$0.00$0.65$0.62$0.03
2016Summary only. Only limited summary data is available for this year.$0.39$0.00$0.50$0.60$0.10
2015Summary only. Only limited summary data is available for this year.$0.49$0.00$0.45$0.69$0.23
2014Summary only. Only limited summary data is available for this year.$0.72$0.00$0.50$0.58$0.08
2013Summary only. Only limited summary data is available for this year.$0.81$0.00$0.63$0.58$0.05
2012Summary only. Only limited summary data is available for this year.$0.75$0.00$0.67$0.60$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)6 • <$500k nonprofits