Civic Intelligence

Financial Executives International Colorado Chapter

990 • Fiscal year 2020 • EIN 84-6036671

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 01, 2021

Organization ProfileHTTP:\\WWW.FEICOLORADO.ORG
12011 North Tejon St No 700Westminster, CO 80234

(303) 433-4446

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

80th percentile

29%

Faster asset growth than 80% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

-11%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$220,131

Up $48,981 (+29%) from 2019

Net Assets

Up

$220,131

Up $48,981 (+29%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin80th percentile

Revenue

Down

$199,419

Down $23,654 (-11%) from 2019

Expenses

Down

$150,438

Down $53,217 (-26%) from 2019

Net Income

Up

$48,981

Up $29,563 (+152%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$400K$300K$200K$100K$0Assets 2011: $95,865Liabilities 2011: $0Net Assets 2011: $95,8652011Assets 2012: $123,220Liabilities 2012: $0Net Assets 2012: $123,2202012Assets 2013: $108,053Liabilities 2013: $0Net Assets 2013: $108,0532013Assets 2014: $92,092Liabilities 2014: $0Net Assets 2014: $92,0922014Assets 2015: $81,820Liabilities 2015: $0Net Assets 2015: $81,8202015Assets 2016: $73,917Liabilities 2016: $0Net Assets 2016: $73,9172016Assets 2017: $106,612Liabilities 2017: $0Net Assets 2017: $106,6122017Assets 2018: $151,732Liabilities 2018: $0Net Assets 2018: $151,7322018Assets 2019: $171,150Liabilities 2019: $0Net Assets 2019: $171,1502019Assets 2020: $220,131Liabilities 2020: $0Net Assets 2020: $220,1312020Assets 2021: $175,767Liabilities 2021: $0Net Assets 2021: $175,7672021Assets 2022: $177,227Liabilities 2022: $0Net Assets 2022: $177,2272022Assets 2023: $182,495Liabilities 2023: $0Net Assets 2023: $182,4952023Assets 2024: $313,768Liabilities 2024: $123,089Net Assets 2024: $190,6792024Assets 2025: $295,452Liabilities 2025: $150,448Net Assets 2025: $145,0042025

Highlighted filing

2020

Assets$220,131
Liabilities$0
Net Assets$220,131
Open 2020 Filing

Operations Trend

Revenue Growth62nd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $109,937Expenses 2011: $83,795Net Income 2011: $26,1422011Revenue 2012: $103,754Expenses 2012: $76,399Net Income 2012: $27,3552012Revenue 2013: $114,445Expenses 2013: $129,612Net Income 2013: -$15,1672013Revenue 2014: $142,853Expenses 2014: $158,814Net Income 2014: -$15,9612014Revenue 2015: $179,414Expenses 2015: $189,686Net Income 2015: -$10,2722015Revenue 2016: $192,451Expenses 2016: $200,354Net Income 2016: -$7,9032016Revenue 2017: $204,014Expenses 2017: $171,319Net Income 2017: $32,6952017Revenue 2018: $211,251Expenses 2018: $166,131Net Income 2018: $45,1202018Revenue 2019: $223,073Expenses 2019: $203,655Net Income 2019: $19,4182019Revenue 2020: $199,419Expenses 2020: $150,438Net Income 2020: $48,9812020Revenue 2021: $51,487Expenses 2021: $95,851Net Income 2021: -$44,3642021Revenue 2022: $166,704Expenses 2022: $157,833Net Income 2022: $8,8712022Revenue 2023: $157,525Expenses 2023: $154,219Net Income 2023: $3,3062023Revenue 2024: $169,978Expenses 2024: $161,794Net Income 2024: $8,1842024Revenue 2025: $158,718Expenses 2025: $204,393Net Income 2025: -$45,6752025

Highlighted filing

2020

Revenue$199,419
Expenses$150,438
Net Income$48,981
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 1, 2021
Return Version
2019v5.2
Gross Receipts
$199,419
Mission and Program Overview

Mission

To be an advocate for corporate financial officers.

Connecting financial executives

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$171,150$220,131▲ $48,981
Cash and Non-Interest-Bearing Accounts$118,594$166,974▲ $48,380
Savings and Temporary Cash Investments$52,556$53,157▲ $601
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$171,150$220,131▲ $48,981
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$171,150$220,131▲ $48,981
Total Liabilities and Net Assets / Fund Balance$171,150$220,131▲ $48,981
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Debra PelkowskiImmediate Past President
Gary WatkinsPresident
Karen Breen1st Vice President
Shannon Hawbaker2nd Vice President
Craig MeisDirector
Gail FeederDirector
James EngstromDirector
Mark NassDirector
Nathalie BrochuDirector
Roy MoorefieldDirector
Erika SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$198,818
Investment Income
$601
Other Revenue
$0
Change in Net Assets
$48,981
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$137,938
Grants and Similar Amounts Paid$12,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising---$10,000
Grants to Domestic Individuals---$10,000
Grants to Domestic Orgs---$2,500
Fees for Services Accounting---$1,500
Other Expenses---$1,200
All Other Expenses---$911
Total Functional Expenses$0$0$0$150,438
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Part VI, Section A, Line 6

“The chapter shall be governed by board of directors. The board will consist of officers and directors. Each member of the board shall have one vote. The officers and directors shall start and end their terms correspondent with the chapter's fiscal year.”

Form 990, Part VI, Section A, Line 7A

“The officers and directors of the chapter shall be nominated by the nominating committee and the slate communicated to the board before communication to the membership at large. The proposed slate of officers and directors shall be communicated to the members at the annual meeting. Officers and directors shall be elected by a majority vote of those members in attendance at the annual meeting. Any voting board member may be removed by two-thirds vote of the board whenever in its judgment the interests of the chapter would be best served.”

Form 990, Part VI, Section B, Line 11B

“All members of the governing body will have access to the completed form 990 before filing the form with the irs and other tax authorities.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy will be discussed annually in the initial board meeting and will address monitoring during the year.”

Form 990, Part VI, Section C, Line 19

“The organization does not make the documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Financial Executives International
EIN
84-6036671
Phone
3034334446
Address
12011 NORTH TEJON ST NO 700, WESTMINSTER, CO 80234

Signing Officer

Name
Erika Smith
Title
Treasurer
Phone
3034334446
Signed
2021-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erika Smith
Formed
1957
Legal Domicile
Dc
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
40

Preparer

Firm
Moss Adams Llp
Address
1999 BROADWAY STE 4000, DENVER, CO 80202
Preparer
A T Dunnebecke
Phone
3032989600
Raw XML Appendix344 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.

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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE COLORADO CHAPTER OFFERS SCHOLARSHIPS TO ACCOUNTING AND FINANCE MAJORS FROM NATIONALLY ACCREDITED COLLEGES AND UNIVERSITIES IN COLORADO. NOMINATIONS ARE MADE THROUGH THE SCHOOL'S DEPARTMENT HEAD OR CHAIR. FOUR AWARDS, UP TO $2,500 EACH, ARE AVAILABLE TO BE GIVEN EVERY YEAR. IN ORDER TO BE ELIGIBLE FOR THE SCHOLARSHIP NOMINATED STUDENTS MUST BE CONTINUING STUDENTS RATHER THAN GRADUATING STUDENTS. EACH AWARD RECIPIENT MUST HAVE AT LEAST ONE YEAR OR TWO SEMESTERS (OR WHERE APPLICABLE, THREE QUARTERS) REMAINING IN THEIR PROGRAM. PREFERENCE WILL BE GIVEN TO UNDERGRADUATE STUDENTS COMPLETING THEIR JUNIOR YEAR AND ENTERING THEIR SENIOR YEAR AND STUDENTS IN A 5-YEAR MASTER'S PROGRAM. THE REQUIREMENTS ARE AS FOLLOWS: STUDENTS WHO HAVE PERFORMED WELL ACADEMICALLY, WITH A MINIMUM OF 3.5 AVERAGE IN BOTH THE OVERALL CUMULATIVE AND MAJOR GRADE POINT AVERAGE AND STUDENTS WHO HAVE DEMONSTRATED POTENTIAL LEADERSHIP AND PROBLEM-SOLVING SKILLS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CHAPTER SHALL BE GOVERNED BY BOARD OF DIRECTORS. THE BOARD WILL CONSIST OF OFFICERS AND DIRECTORS. EACH MEMBER OF THE BOARD SHALL HAVE ONE VOTE. THE OFFICERS AND DIRECTORS SHALL START AND END THEIR TERMS CORRESPONDENT WITH THE CHAPTER'S FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OFFICERS AND DIRECTORS OF THE CHAPTER SHALL BE NOMINATED BY THE NOMINATING COMMITTEE AND THE SLATE COMMUNICATED TO THE BOARD BEFORE COMMUNICATION TO THE MEMBERSHIP AT LARGE. THE PROPOSED SLATE OF OFFICERS AND DIRECTORS SHALL BE COMMUNICATED TO THE MEMBERS AT THE ANNUAL MEETING. OFFICERS AND DIRECTORS SHALL BE ELECTED BY A MAJORITY VOTE OF THOSE MEMBERS IN ATTENDANCE AT THE ANNUAL MEETING. ANY VOTING BOARD MEMBER MAY BE REMOVED BY TWO-THIRDS VOTE OF THE BOARD WHENEVER IN ITS JUDGMENT THE INTERESTS OF THE CHAPTER WOULD BE BEST SERVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL MEMBERS OF THE GOVERNING BODY WILL HAVE ACCESS TO THE COMPLETED FORM 990 BEFORE FILING THE FORM WITH THE IRS AND OTHER TAX AUTHORITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY WILL BE DISCUSSED ANNUALLY IN THE INITIAL BOARD MEETING AND WILL ADDRESS MONITORING DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT MAKE THE DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0171150
IRS990/TotalAssetsEOYAmt0220131
IRS990/TotalAssetsGrp/BOYAmt0171150
IRS990/TotalAssetsGrp/EOYAmt0220131
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0150438
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0171150
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0220131
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0198818
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0601
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0198818
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0199419
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0171150
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0220131
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012011 NORTH TEJON ST NO 700
IRS990/USAddress/CityNm0WESTMINSTER
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080234
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0HTTP:\\WWW.FEICOLORADO.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIKA SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03034334446
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL EXECUTIVES INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COLORADO CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0846036671
ReturnHeader/Filer/PhoneNum03034334446
ReturnHeader/Filer/USAddress/AddressLine1Txt012011 NORTH TEJON ST NO 700
ReturnHeader/Filer/USAddress/CityNm0WESTMINSTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080234
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01999 BROADWAY STE 4000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080202
ReturnHeader/PreparerPersonGrp/PhoneNum03032989600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0A T DUNNEBECKE
ReturnHeader/ReturnTs02021-02-01T10:19:58-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$220,131
Liabilities
$0
Net assets
$220,131
Revenue
$199,419
Expenses
$150,438
Net income
$48,981
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.95$1.50$1.45$1.59$2.04$0.46
2024Detailed filing. Detailed filing data is available for this year.$3.14$1.23$1.91$1.70$1.62$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$1.58$1.54$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$1.67$1.58$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.51$0.96$0.44
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$1.99$1.50$0.49
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$2.23$2.04$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$2.11$1.66$0.45
2017Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$2.04$1.71$0.33
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$1.92$2.00$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$1.79$1.90$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$1.43$1.59$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$1.14$1.30$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$1.04$0.76$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$1.10$0.84$0.26
Peer Organizations

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