Civic Intelligence

Financial Executives International

EIN 81-4291241 • 501(c)6 • Flossmoor, IL

Profile

Professional organization to advance the success of senior level financial executives, their organizations and the profession.

2226 Evans RoadFlossmoor, IL 60422

n/A

Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

21st percentile

-7.2%

Higher net margin than 21% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

501(c)6 • $500k-$1M nonprofits • Source year 2025

Asset Growth

15th percentile

-14%

Faster asset growth than 15% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

28th percentile

-3.3%

Faster revenue growth than 28% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$264,852

Down $44,573 (-14%) from 2024

Liabilities

Down

$2,478

Down $5,668 (-70%) from 2024

Net Assets

Down

$262,374

Down $38,905 (-13%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin21st percentile

Revenue

Down

$537,209

Down $18,541 (-3.3%) from 2024

Expenses

Down

$576,114

Down $11,285 (-1.9%) from 2024

Net Income

Down

-$38,905

Down $7,256 (-23%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$600K$400K$200K$0Assets 2017: $333,019Liabilities 2017: $0Net Assets 2017: $333,0192017Assets 2018: $364,007Liabilities 2018: $0Net Assets 2018: $364,0072018Assets 2019: $409,371Liabilities 2019: $11,432Net Assets 2019: $397,9392019Assets 2020: $271,008Liabilities 2020: $0Net Assets 2020: $271,0082020Assets 2021: $245,982Liabilities 2021: $0Net Assets 2021: $245,9822021Assets 2022: $304,198Liabilities 2022: $0Net Assets 2022: $304,1982022Assets 2023: $348,469Liabilities 2023: $15,541Net Assets 2023: $332,9282023Assets 2024: $309,425Liabilities 2024: $8,146Net Assets 2024: $301,2792024Assets 2025: $264,852Liabilities 2025: $2,478Net Assets 2025: $262,3742025

Highlighted filing

2025

Assets$264,852
Liabilities$2,478
Net Assets$262,374
Open 2025 Filing

Operations Trend

Revenue Growth28th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2017: $448,001Expenses 2017: $487,809Net Income 2017: -$39,8082017Revenue 2018: $626,865Expenses 2018: $595,877Net Income 2018: $30,9882018Revenue 2019: $633,052Expenses 2019: $599,120Net Income 2019: $33,9322019Revenue 2020: $394,653Expenses 2020: $521,584Net Income 2020: -$126,9312020Revenue 2021: $147,027Expenses 2021: $172,053Net Income 2021: -$25,0262021Revenue 2022: $396,729Expenses 2022: $338,513Net Income 2022: $58,2162022Revenue 2023: $580,013Expenses 2023: $551,283Net Income 2023: $28,7302023Revenue 2024: $555,750Expenses 2024: $587,399Net Income 2024: -$31,6492024Revenue 2025: $537,209Expenses 2025: $576,114Net Income 2025: -$38,9052025

Highlighted filing

2025

Revenue$537,209
Expenses$576,114
Net Income-$38,905
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$264,852
Liabilities
$2,478
Net assets
$262,374
Revenue
$537,209
Expenses
$576,114
Net income
-$38,905
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.65$0.02$2.62$5.37$5.76$0.39
2024Detailed filing. Detailed filing data is available for this year.$3.09$0.08$3.01$5.56$5.87$0.32
2023Detailed filing. Detailed filing data is available for this year.$3.48$0.16$3.33$5.80$5.51$0.29
2022Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$3.97$3.39$0.58
2021Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$1.47$1.72$0.25
2020Summary only. Only limited summary data is available for this year.$2.71$0.00$2.71$3.95$5.22$1.27
2019Detailed filing. Detailed filing data is available for this year.$4.09$0.11$3.98$6.33$5.99$0.34
2018Summary only. Only limited summary data is available for this year.$3.64$0.00$3.64$6.27$5.96$0.31
2017Summary only. Only limited summary data is available for this year.$3.33$0.00$3.33$4.48$4.88$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 21, 2025
Return Version
2024v5.0
Gross Receipts
$537,209
Mission and Program Overview

Mission

Professional organization to advance the success of senior level financial executives, their organizations and the profession.

Professional organization to advance the success of senior level financial executives, their organizations and their profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$130,826$188,603▲ $57,777
Accounts Receivable$104,400$58,780▼ $45,620
Cash and Non-Interest-Bearing Accounts$74,199$17,469▼ $56,730
Total Assets$309,425$264,852▼ $44,573
Liabilities
Other Liabilities$7,689$2,287▼ $5,402
Accounts Payable and Accrued Expenses$457$191▼ $266
Total Liabilities$8,146$2,478▼ $5,668
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$301,279$262,374▼ $38,905
Total Net Assets Fund Balance$301,279$262,374▼ $38,905
Total Liabilities and Net Assets / Fund Balance$309,425$264,852▼ $44,573
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Mary CookPresident
Amy ShellyDirector
Dave BurkeDirector
Frank CesarioDirector
Karen FletcherDirector
Kimberly CarliniDirector
Maggie MartensenDirector
Susan SellDirector
Tanya YakhnisDirector
Jim DunneDirector - Advoc
Diane BuckelyDirector - Cfoy
Carolyn GomezDirector - Commu
Melissa ClarkDirector - Idea
Tony MartoranoDirector - Membe
Shari FranklinDirector - Progr
Antonio MoralesDirector - Spons
Enrique RodriguezDir, - Caree
Sharada SullivanImmediate Pa
Grace ReillySecretary
Jason SchiefferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$356,953
Program Service Revenue
$177,478
Investment Income
$2,778
Other Revenue
$0
All Other Contributions
$311,807
Change in Net Assets
$-38,905
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$549,414
Grants and Similar Amounts Paid$26,700
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$271,677--$271,677
Fees for Services Management$144,146--$144,146
Fees for Services Other$87,591$3,135-$90,726
Advertising$27,100--$27,100
Grants to Domestic Individuals$20,000--$20,000
Travel$8,650--$8,650
Grants to Domestic Orgs$6,700--$6,700
Office Expenses$2,017$3,597-$5,614
Fees for Services Accounting-$1,490-$1,490
Fees for Services Legal-$11-$11
Total Functional Expenses$567,881$8,233$0$576,114
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
FerfNewark, NJ-Research$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pnc Credit Card$2,287
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Organization is a membership organization, there are no stockholders.”

Form 990, Page 6, Part VI, Line 7A

“Members elect all officers and directors at an annual meeting.”

Form 990, Page 6, Part VI, Line 11B

“Draft form circulated to directors with invitation to comment. In addition, the treasurer reviews the return in detail.”

Form 990, Page 6, Part VI, Line 12C

“All officers and directors must sign an annual form stating they have no conflicts, or describing any potential conflicts.”

Form 990, Page 6, Part VI, Line 19

“Documents are delivered upon request”

Filing and Contact Details

Filer

Filer Name
Financial Executives International
EIN
81-4291241
Phone
3122631661
Address
2226 EVANS ROAD, FLOSSMOOR, IL 60422

Signing Officer

Name
Jason Schieffer
Title
Treasurer
Phone
8477222544
Signed
2025-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Cook
Formed
2016
Legal Domicile
Il
Voting Board Members
20
Independent Board Members
20
Employees
0

Preparer

Firm
Rozovics Group Llp
Address
805 W TOUHY AVE, PARK RIDGE, IL 60068
Preparer
Susan M Huizinga
Phone
8476997600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Audio/visual 64,658 0 0 supplies 14,593 0 0 merchant fees 3,840 0 0 photographer 4,500 0 0 bank fees 0 2,713 0 misc 0 422 0 total 87,591 3,135 0”

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IRS990/GrantsToDomesticOrgsGrp/TotalAmt06700
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0537209
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt020
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02778
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02778
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt045146
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROFESSIONAL ORGANIZATION TO ADVANCE THE SUCCESS OF SENIOR LEVEL FINANCIAL EXECUTIVES, THEIR ORGANIZATIONS AND THE PROFESSION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0301279
IRS990/NetAssetsOrFundBalancesEOYAmt0262374
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0301279
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0262374
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03597
IRS990/OfficeExpensesGrp/ProgramServicesAmt02017
IRS990/OfficeExpensesGrp/TotalAmt05614
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherLiabilitiesGrp/BOYAmt07689
IRS990/OtherLiabilitiesGrp/EOYAmt02287
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARY COOK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/Desc0SOCIAL PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0177478
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0177478
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0416756
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt027000
IRS990/PYInvestmentIncomeAmt03514
IRS990/PYOtherExpensesAmt0560399
IRS990/PYProgramServiceRevenueAmt0135480
IRS990/PYRevenuesLessExpensesAmt0-31649
IRS990/PYTotalExpensesAmt0587399
IRS990/PYTotalRevenueAmt0555750
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-38905
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0130826
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0188603
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02287
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PNC CREDIT CARD
IRS990ScheduleD/TotalLiabilityAmt02287
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt020000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STUDENT AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt025
IRS990ScheduleI/RecipientTable/CashGrantAmt06000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FERF
IRS990ScheduleI/RecipientTable/RecipientEIN0237063497
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 10408
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEWARK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd007193
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION IS A MEMBERSHIP ORGANIZATION, THERE ARE NO STOCKHOLDERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT ALL OFFICERS AND DIRECTORS AT AN ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DRAFT FORM CIRCULATED TO DIRECTORS WITH INVITATION TO COMMENT. IN ADDITION, THE TREASURER REVIEWS THE RETURN IN DETAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OFFICERS AND DIRECTORS MUST SIGN AN ANNUAL FORM STATING THEY HAVE NO CONFLICTS, OR DESCRIBING ANY POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE DELIVERED UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AUDIO/VISUAL 64,658 0 0 SUPPLIES 14,593 0 0 MERCHANT FEES 3,840 0 0 PHOTOGRAPHER 4,500 0 0 BANK FEES 0 2,713 0 MISC 0 422 0 TOTAL 87,591 3,135 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0309425
IRS990/TotalAssetsEOYAmt0264852
IRS990/TotalAssetsGrp/BOYAmt0309425
IRS990/TotalAssetsGrp/EOYAmt0264852
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0356953
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08233
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0567881
IRS990/TotalFunctionalExpensesGrp/TotalAmt0576114
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08146
IRS990/TotalLiabilitiesEOYAmt02478
IRS990/TotalLiabilitiesGrp/BOYAmt08146
IRS990/TotalLiabilitiesGrp/EOYAmt02478
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0301279
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0262374
IRS990/TotalProgramServiceRevenueAmt0177478
IRS990/TotalRevenueGrp/ExclusionAmt02778
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0177478
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0537209
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0309425
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0264852
IRS990/TravelGrp/ProgramServicesAmt08650
IRS990/TravelGrp/TotalAmt08650
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt020
IRS990/VotingMembersIndependentCnt020
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON SCHIEFFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08477222544
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL EXECUTIVES INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHICAGO CHAPTER INC
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0814291241
ReturnHeader/Filer/PhoneNum03122631661
ReturnHeader/Filer/USAddress/AddressLine1Txt02226 EVANS ROAD
ReturnHeader/Filer/USAddress/CityNm0FLOSSMOOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060422
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800955974
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROZOVICS GROUP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0805 W TOUHY AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PARK RIDGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060068

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