Civic Intelligence

Financial Executives International

EIN 74-2325834 • 501(c)6 • Austin, TX

Profile

Education and Networking for financial executives in the Austin Texas metro area

PO Box 5128Austin, TX 78763

www.financialexecutives.org

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

36th percentile

-6.5%

Higher net margin than 36% of similar nonprofits.

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

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

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

Asset Growth

36th percentile

-9.0%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

94th percentile

84%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$55,234

Down $5,453 (-9.0%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$55,234

Down $5,453 (-9.0%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin36th percentile

Revenue

Up

$83,506

Up $38,106 (+84%) from 2024

Expenses

Down

$88,959

Down $36,861 (-29%) from 2024

Net Income

Up

-$5,453

Up $74,967 (+93%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$200K$150K$100K$50K$0Assets 2011: $71,280Liabilities 2011: $0Net Assets 2011: $71,2802011Assets 2012: $77,796Liabilities 2012: $0Net Assets 2012: $77,7962012Assets 2013: $94,129Liabilities 2013: $0Net Assets 2013: $94,1292013Assets 2014: $94,603Liabilities 2014: $0Net Assets 2014: $94,6032014Assets 2015: $106,263Liabilities 2015: $0Net Assets 2015: $106,2632015Assets 2016: $108,194Liabilities 2016: $0Net Assets 2016: $108,1942016Assets 2017: $105,449Liabilities 2017: $02017Assets 2018: $82,404Liabilities 2018: $02018Assets 2019: $135,191Liabilities 2019: $02019Assets 2020: $131,515Net Assets 2020: $131,5152020Assets 2021: $169,523Liabilities 2021: $0Net Assets 2021: $169,5232021Assets 2022: $150,565Liabilities 2022: $0Net Assets 2022: $150,5652022Assets 2023: $141,107Liabilities 2023: $0Net Assets 2023: $141,1072023Assets 2024: $60,687Liabilities 2024: $0Net Assets 2024: $60,6872024Assets 2025: $55,234Net Assets 2025: $55,2342025

Highlighted filing

2025

Assets$55,234
Liabilities-
Net Assets$55,234
Open 2025 Filing

Operations Trend

Revenue Growth94th percentile

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

$200K$100K$0-$100KRevenue 2011: $50,656Expenses 2011: $46,171Net Income 2011: $4,4852011Revenue 2012: $60,195Expenses 2012: $53,679Net Income 2012: $6,5162012Revenue 2013: $66,292Expenses 2013: $49,960Net Income 2013: $16,3322013Revenue 2014: $62,822Expenses 2014: $62,233Net Income 2014: $5892014Revenue 2015: $74,972Expenses 2015: $63,312Net Income 2015: $11,6602015Revenue 2016: $88,949Expenses 2016: $87,018Net Income 2016: $1,9312016Revenue 2017: $81,600Expenses 2017: $84,230Net Income 2017: -$2,6302017Revenue 2018: $86,858Expenses 2018: $109,787Net Income 2018: -$22,9292018Revenue 2019: $126,081Expenses 2019: $73,180Net Income 2019: $52,9012019Revenue 2020: $59,500Expenses 2020: $63,176Net Income 2020: -$3,6762020Revenue 2021: $76,864Expenses 2021: $38,856Net Income 2021: $38,0082021Revenue 2022: $57,684Expenses 2022: $76,642Net Income 2022: -$18,9582022Revenue 2023: $80,541Expenses 2023: $89,999Net Income 2023: -$9,4582023Revenue 2024: $45,400Expenses 2024: $125,820Net Income 2024: -$80,4202024Revenue 2025: $83,506Expenses 2025: $88,959Net Income 2025: -$5,4532025

Highlighted filing

2025

Revenue$83,506
Expenses$88,959
Net Income-$5,453
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,234
Liabilities
-
Net assets
$55,234
Revenue
$83,506
Expenses
$88,959
Net income
-$5,453
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.84$0.89$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.45$1.26$0.80
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.81$0.90$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.58$0.77$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.77$0.39$0.38
2020Detailed filing. Detailed filing data is available for this year.$1.32$1.32$0.60$0.63$0.04
2019Summary only. Only limited summary data is available for this year.$1.35$0.00$1.26$0.73$0.53
2018Summary only. Only limited summary data is available for this year.$0.82$0.00$0.87$1.10$0.23
2017Summary only. Only limited summary data is available for this year.$1.05$0.00$0.82$0.84$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.89$0.87$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.75$0.63$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.63$0.62$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.00$0.94$0.66$0.50$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.60$0.54$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$0.51$0.46$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 12, 2025
Return Version
2024v5.1
Gross Receipts
$83,506
Mission and Program Overview

Mission

Austin Chapter of Financial Executives international - networking and education organization for Financial Executives

Education and Networking for financial executives in the Austin Texas metro area

Program Services

DescriptionGrantsExpenses
Bringing together for networking and educating financial Executives in the Austin Texas metro area$0$0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Don NevillePresident-$0--
Lewis RhodenSponsorship Committee Chairperson-$0--
Delores Lenzy-JonesVP Of Programs-$0--
Danny GleasonTreasurer And Secretary-$0--
Gary ChetzronMembership Chairperson-$0--
Camelia Ferrua RotaruDiversity Equity And Inclusion Chairperson-$0--
Filing and Contact Details

Filer

Filer Name
Financial Executives International
EIN
74-2325834
In Care Of
% Daniel Gleason
Address
PO Box 5128, AUSTIN, TX 78763

Signing Officer

Name
Daniel Gleason
Title
Treasurer
Signed
2025-08-12
Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| Bank Fees, $126| Marketing, $6161| Office & General, $2356| Speaker Gifts, $1615| Member Program Costs Breakfast Meetings Mixers and Events Locations and Food, $41315| Conference costs and Board Meeting costs, $4188|”

Raw XML Appendix110 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Danny Gleason
IRS990EZ/BooksInCareOfDetail/PhoneNum05124150424
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011002 SIERRA NEVADA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Austin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078759
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060687
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt055234
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt083500
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5453
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt032571
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060687
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055234
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt083506
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060687
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055234
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060687
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055234
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Don Neville
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lewis Rhoden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Delores Lenzy-Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Danny Gleason
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Gary Chetzron
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Camelia Ferrua Rotaru
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Sponsorship Committee Chairperson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP of Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer and Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Membership Chairperson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Diversity Equity and Inclusion Chairperson
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055761
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Education and Networking for financial executives in the Austin Texas metro area
IRS990EZ/PrintingPublicationsPostageAmt0627
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Bringing together for networking and educating financial Executives in the Austin Texas metro area
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt088959
IRS990EZ/TotalRevenueAmt083506
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| Bank Fees, $126| Marketing, $6161| Office & General, $2356| Speaker Gifts, $1615| Member Program Costs Breakfast Meetings Mixers and Events Locations and Food, $41315| Conference costs and Board Meeting costs, $4188|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel Gleason
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL EXECUTIVES INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0742325834
ReturnHeader/Filer/ForeignPhoneNum05124150424
ReturnHeader/Filer/InCareOfNm0% Daniel Gleason
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 5128
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078763
ReturnHeader/ReturnTs02025-08-11T17:01:55-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.