Civic Intelligence

Financial Executives International

EIN 95-3148236 • 501(c)6 • San Diego, CA

Profile

Advance the success of financial executives their organizations & professions.

16073 Falcon Crest DrSan Diego, CA 92127
Siviq Scores

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

Liabilities / Assets

76th percentile

0.12x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.10x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

88th percentile

33%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

47th percentile

-0.0%

Faster revenue growth than 47% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$185,800

Up $46,412 (+33%) from 2024

Liabilities

Up

$21,834

Up $18,874 (+638%) from 2024

Net Assets

Up

$163,967

Up $27,539 (+20%) from 2024

Operations
Liabilities / Revenue77th percentileNet Margin72nd percentile

Revenue

Down

$219,108

Down $79 (-0.0%) from 2024

Expenses

Down

$191,569

Down $23,402 (-11%) from 2024

Net Income

Up

$27,539

Up $23,323 (+553%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$300K$200K$100K$0Assets 2012: $163,191Liabilities 2012: $5,7182012Assets 2013: $170,067Liabilities 2013: $26,1012013Assets 2014: $144,153Liabilities 2014: $12,3702014Assets 2015: $131,297Liabilities 2015: $17,7922015Assets 2016: $104,625Liabilities 2016: $26,3472016Assets 2017: $159,218Liabilities 2017: $69,097Net Assets 2017: $90,1212017Assets 2018: $74,400Liabilities 2018: $2,781Net Assets 2018: $71,6192018Assets 2019: $126,248Liabilities 2019: $11,979Net Assets 2019: $114,2692019Assets 2021: $163,727Liabilities 2021: $19,651Net Assets 2021: $144,0762021Assets 2022: $296,896Liabilities 2022: $153,000Net Assets 2022: $143,8962022Assets 2023: $157,922Liabilities 2023: $25,710Net Assets 2023: $132,2122023Assets 2024: $139,388Liabilities 2024: $2,960Net Assets 2024: $136,4282024Assets 2025: $185,800Liabilities 2025: $21,834Net Assets 2025: $163,9672025

Highlighted filing

2025

Assets$185,800
Liabilities$21,834
Net Assets$163,967
Open 2025 Filing

Operations Trend

Revenue Growth47th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $192,728Expenses 2012: $177,586Net Income 2012: $15,1422012Revenue 2013: $195,969Expenses 2013: $209,475Net Income 2013: -$13,5062013Revenue 2014: $196,634Expenses 2014: $208,818Net Income 2014: -$12,1842014Revenue 2015: $191,575Expenses 2015: $209,852Net Income 2015: -$18,2772015Revenue 2016: $183,738Expenses 2016: $218,966Net Income 2016: -$35,2282016Revenue 2017: $216,858Expenses 2017: $205,016Net Income 2017: $11,8422017Revenue 2018: $224,406Expenses 2018: $242,908Net Income 2018: -$18,5022018Revenue 2019: $243,966Expenses 2019: $201,315Net Income 2019: $42,6512019Revenue 2021: $157,951Expenses 2021: $166,706Net Income 2021: -$8,7552021Revenue 2022: $207,052Expenses 2022: $207,232Net Income 2022: -$1802022Revenue 2023: $227,584Expenses 2023: $239,268Net Income 2023: -$11,6842023Revenue 2024: $219,187Expenses 2024: $214,971Net Income 2024: $4,2162024Revenue 2025: $219,108Expenses 2025: $191,569Net Income 2025: $27,5392025

Highlighted filing

2025

Revenue$219,108
Expenses$191,569
Net Income$27,539
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$185,800
Liabilities
$21,834
Net assets
$163,967
Revenue
$219,108
Expenses
$191,569
Net income
$27,539
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.22$1.64$2.19$1.92$0.28
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.03$1.36$2.19$2.15$0.04
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.26$1.32$2.28$2.39$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$1.53$1.44$2.07$2.07$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.20$1.44$1.58$1.67$0.09
2019Summary only. Only limited summary data is available for this year.$1.26$0.12$1.14$2.44$2.01$0.43
2018Summary only. Only limited summary data is available for this year.$0.74$0.03$0.72$2.24$2.43$0.19
2017Summary only. Only limited summary data is available for this year.$1.59$0.69$0.90$2.17$2.05$0.12
2016Summary only. Only limited summary data is available for this year.$1.05$0.26$1.84$2.19$0.35
2015Summary only. Only limited summary data is available for this year.$1.31$0.18$1.92$2.10$0.18
2014Summary only. Only limited summary data is available for this year.$1.44$0.12$1.97$2.09$0.12
2013Summary only. Only limited summary data is available for this year.$1.70$0.26$1.96$2.09$0.14
2012Summary only. Only limited summary data is available for this year.$1.63$0.06$1.93$1.78$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 8, 2025
Return Version
2024v5.1
Gross Receipts
$219,108
Mission and Program Overview

Mission

Advance the success of financial executives their organizations & professions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$11,251$182,788▲ $171,537
Savings and Temporary Cash Investments$122,000$0▼ $122,000
Accounts Receivable$2,587$2,512▼ $75
Prepaid Expenses and Deferred Charges$3,550$500▼ $3,050
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$139,388$185,800▲ $46,412
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$1,500$21,334▲ $19,834
Accounts Payable and Accrued Expenses$1,460$500▼ $960
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,960$21,834▲ $18,874
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$136,428$163,967▲ $27,539
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$136,428$163,967▲ $27,539
Total Liabilities and Net Assets / Fund Balance$139,388$185,801▲ $46,413
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Debra BrombergCo-President
Jane RothCo-President
Rebecca CovarrubiasSecretary
Jim HarringtonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$27,902
Program Service Revenue
$0
Investment Income
$7,376
Other Revenue
$183,830
All Other Contributions
$0
Change in Net Assets
$27,539
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$184,569
Grants and Similar Amounts Paid$7,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$0$0$0$128,623
Fees for Services Management$0$0$0$33,500
Advertising$0$0$0$9,583
Fees for Services Accounting$0$0$0$6,867
Office Expenses$0$0$0$5,996
Grants to Domestic Individuals$0--$4,500
Grants to Domestic Orgs$0--$2,500
Total Functional Expenses$0$0$0$191,569
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 11A

“Comparing to details in Quickbooks Software reviewed by Treasurer & President”

Filing and Contact Details

Filer

Filer Name
Financial Executives International
EIN
95-3148236
Phone
9092084964
Address
16073 Falcon Crest Dr, San Diego, CA 92127

Signing Officer

Name
Jim Harrington
Title
Treasurer
Phone
9097478179
Signed
2025-11-08

Organization Details

Principal Officer
Jim Harrinton
Formed
1931
Voting Board Members
11
Independent Board Members
0
Employees
0
Volunteers
0
Raw XML AppendixShowing 400 of 533 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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IRS990/EmployeeCnt00
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IRS990/ExpenseAmt0125657
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IRS990/FeesForServicesAccountingGrp/TotalAmt06867
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IRS990/Form990PartVIISectionAGrp/PersonNm1Jane Roth
IRS990/Form990PartVIISectionAGrp/PersonNm2Jim Harrington
IRS990/Form990PartVIISectionAGrp/PersonNm3Rebecca Covarrubias
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IRS990/MissionDesc0Advance the success of financial executives their organizations & professions.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0136428
IRS990/NetAssetsOrFundBalancesEOYAmt0163966
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0136428
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0163967
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt05996
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
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IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt00
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IRS990/OtherExpensesGrp/TotalAmt20
IRS990/OtherExpensesGrp/TotalAmt30
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/Desc0Strategic Partners
IRS990/OtherRevenueMiscGrp/Desc1Event Income
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt20
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0152833
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt130997
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt20
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt0183830
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03550
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0500
IRS990/PrincipalOfficerNm0Jim Harrinton
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
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IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
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IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt20
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt20
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt40
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt40
IRS990/ProgSrvcAccomActy2Grp/Desc0Education Awards to top students in Finance and Accounting programs in Orange County. Max education award to any student in $2000.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt026125

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