Civic Intelligence

Financial Executives International

EIN 94-6104184 • 501(c)6 • San Francisco, CA

Profile

TheFEISFBayArea"FEISFBA"chapterprovidesseniorfinanceexecutivesinthegreaterSanFrancisco,EastBay,andNorthBayregionsaccesstomanyeventsthroughouttheyeartobeabletosharebestpracticesaswellasbenefitfromeducationonrelevanttopicsandissues

54 San Jacinto WaySan Francisco, CA 94127
Siviq Scores

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

Liabilities / Assets

73rd percentile

0.08x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

82nd percentile

0.17x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

97th percentile

68%

Higher net margin than 97% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

97th percentile

113%

Faster asset growth than 97% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

29th percentile

-13%

Faster revenue growth than 29% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$89,136

Up $69,483 (+354%) from 2020

Liabilities

Up

$7,198

Up $7,198 from 2020

Net Assets

$81,938

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue82nd percentileNet Margin97th percentile

Revenue

Down

$43,398

Down $14,216 (-25%) from 2020

Expenses

Down

$13,684

Down $47,605 (-78%) from 2020

Net Income

Up

$29,714

Up $33,389 (+909%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$150K$100K$50K$0Assets 2011: $131,093Liabilities 2011: $02011Assets 2012: $130,917Liabilities 2012: $02012Assets 2013: $116,117Liabilities 2013: $02013Assets 2014: $90,712Liabilities 2014: $02014Assets 2015: $110,401Liabilities 2015: $02015Assets 2016: $87,967Liabilities 2016: $02016Assets 2017: $51,547Liabilities 2017: $02017Assets 2018: $35,479Liabilities 2018: $02018Assets 2019: $29,624Liabilities 2019: $0Net Assets 2019: $29,6242019Assets 2020: $19,653Liabilities 2020: $02020Assets 2022: $89,136Liabilities 2022: $7,198Net Assets 2022: $81,9382022

Highlighted filing

2022

Assets$89,136
Liabilities$7,198
Net Assets$81,938
Open 2022 Filing

Operations Trend

Revenue Growth29th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $112,291Expenses 2011: $79,967Net Income 2011: $32,3242011Revenue 2012: $98,981Expenses 2012: $99,157Net Income 2012: -$1762012Revenue 2013: $112,527Expenses 2013: $127,327Net Income 2013: -$14,8002013Revenue 2014: $87,273Expenses 2014: $112,677Net Income 2014: -$25,4042014Revenue 2015: $89,413Expenses 2015: $69,724Net Income 2015: $19,6892015Revenue 2016: $38,975Expenses 2016: $62,114Net Income 2016: -$23,1392016Revenue 2017: $91,561Expenses 2017: $127,981Net Income 2017: -$36,4202017Revenue 2018: $53,661Expenses 2018: $69,730Net Income 2018: -$16,0692018Revenue 2019: $92,548Expenses 2019: $98,403Net Income 2019: -$5,8552019Revenue 2020: $57,614Expenses 2020: $61,289Net Income 2020: -$3,6752020Revenue 2022: $43,398Expenses 2022: $13,684Net Income 2022: $29,7142022

Highlighted filing

2022

Revenue$43,398
Expenses$13,684
Net Income$29,714
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,136
Liabilities
$7,198
Net assets
$81,938
Revenue
$43,398
Expenses
$13,684
Net income
$29,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.07$0.82$0.43$0.14$0.30
2020Summary only. Only limited summary data is available for this year.$0.20$0.00$0.58$0.61$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.93$0.98$0.06
2018Summary only. Only limited summary data is available for this year.$0.35$0.00$0.54$0.70$0.16
2017Summary only. Only limited summary data is available for this year.$0.52$0.00$0.92$1.28$0.36
2016Summary only. Only limited summary data is available for this year.$0.88$0.00$0.39$0.62$0.23
2015Summary only. Only limited summary data is available for this year.$1.10$0.00$0.89$0.70$0.20
2014Summary only. Only limited summary data is available for this year.$0.91$0.00$0.87$1.13$0.25
2013Summary only. Only limited summary data is available for this year.$1.16$0.00$1.13$1.27$0.15
2012Summary only. Only limited summary data is available for this year.$1.31$0.00$0.99$0.99$0.00
2011Summary only. Only limited summary data is available for this year.$1.31$0.00$1.12$0.80$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Nov 16, 2022
Return Version
2021v4.0
Gross Receipts
$43,398
Mission and Program Overview

Mission

TheFEISFBayArea"FEISFBA"chapterprovidesseniorfinanceexecutivesinthegreaterSanFrancisco,EastBay,andNorthBayregionsaccesstomanyeventsthroughouttheyeartobeabletosharebestpracticesaswellasbenefitfromeducationonrelevanttopicsandissues

Program Services

DescriptionGrantsExpenses
Alloftheexpensesrelatetoanewin-personeventprogramthatweintroducedasthePandemicsubsided-ourLocalPodsProgramwhichinvolveslocalnetworking socialeventsinthefourregionsintheBayAreathatourmembersliveSF,EastBay,NorthBay,andSouthofSF.Theexpensesrelatedto7separateeventsinvolvingover100participants.$0$7,487
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
PresidentJosette FerrerPT$0--
TreasurerMichelle James-$0--
VP ProgramsMatthew Segall-$0--
VP MembershipRobert Miller-$0--
Past PresidentSas Mukherjee-$0--
Filing and Contact Details

Filer

Filer Name
Financial Executives International
EIN
94-6104184
In Care Of
% Michelle james
Address
54 San Jacinto Way, San Francisco, CA 94127

Signing Officer

Name
Michelle James
Title
Treasurer
Signed
2022-11-16
Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| Other expenses include meeting expenses office supplies National fees bank fees and google subscriptions, $11304|”

Part II, line 24

“| Explanation:, BOYAmount:, EOYAmount:| Includes AR and Prepaids & Deposits, $15366, $17750|”

Part II, line 26

“| Explanation:, BOYAmount:, EOYAmount:| Accounts payable, $4814, $7198|”

Raw XML Appendix115 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/PersonNm0Michelle James
IRS990EZ/BooksInCareOfDetail/PhoneNum09252126567
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt054 San Jacinto Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Francisco
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094127
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041672
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt071386
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt029714
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02380
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057038
IRS990EZ/Form990TotalAssetsGrp/EOYAmt089136
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt043398
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020005
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052224
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081938
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052224
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt081938
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Josette Ferrer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Michelle James
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Matthew Segall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Robert Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Sas Mukherjee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt015366
IRS990EZ/OtherAssetsTotalDetail/EOYAmt017750
IRS990EZ/OtherExpensesTotalAmt011304
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TheFEISFBayArea"FEISFBA"chapterprovidesseniorfinanceexecutivesinthegreaterSanFrancisco,EastBay,andNorthBayregionsaccesstomanyeventsthroughouttheyeartobeabletosharebestpracticesaswellasbenefitfromeducationonrelevanttopicsandissues
IRS990EZ/ProgramServiceRevenueAmt03392
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Alloftheexpensesrelatetoanewin-personeventprogramthatweintroducedasthePandemicsubsided-ourLocalPodsProgramwhichinvolveslocalnetworking socialeventsinthefourregionsintheBayAreathatourmembersliveSF,EastBay,NorthBay,andSouthofSF.Theexpensesrelatedto7separateeventsinvolvingover100participants.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07487
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04814
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07198
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013684
IRS990EZ/TotalProgramServiceExpensesAmt07487
IRS990EZ/TotalRevenueAmt043398
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| Other expenses include meeting expenses office supplies National fees bank fees and google subscriptions, $11304|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Explanation:, BOYAmount:, EOYAmount:| Includes AR and Prepaids & Deposits, $15366, $17750|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, BOYAmount:, EOYAmount:| Accounts payable, $4814, $7198|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, line 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Michelle James
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL EXECUTIVES INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0946104184
ReturnHeader/Filer/ForeignPhoneNum09252126567
ReturnHeader/Filer/InCareOfNm0% Michelle james
ReturnHeader/Filer/USAddress/AddressLine1Txt054 San Jacinto Way
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094127
ReturnHeader/ReturnTs02022-11-16T12:01:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

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