Civic Intelligence

Financial Data Exchange Inc

990 • Fiscal year 2024 • EIN 99-4484150

Oct 01, 2024 to Dec 31, 2024 • Filed on Aug 26, 2025

Organization ProfileWWW.FINANCIALDATAEXCHANGE.ORG
2223 S Highland Dr E67 Ste 202Salt Lake City, UT 84106-2882

(703) 946-9195

Siviq Scores

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

Liabilities / Assets

94th percentile

0.85x

Higher debt load relative to assets than 94% of similar nonprofits.

2024 filings • NTEE S41 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

2.78x

Higher debt load relative to revenue than 96% of similar nonprofits.

2024 filings • NTEE S41 • $1M-$5M nonprofits • Source year 2024

Net Margin

7th percentile

-29%

Higher net margin than 7% of similar nonprofits.

2024 filings • NTEE S41 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

30th percentile

$75,253

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2024 filings • NTEE S41 • $1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets94th percentile

Assets

$3,590,770

No earlier filing loaded for comparison.

Net Assets

$541,272

No earlier filing loaded for comparison.

Liabilities

$3,049,498

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin7th percentile

Revenue

$1,096,472

No earlier filing loaded for comparison.

Expenses

$1,416,892

No earlier filing loaded for comparison.

Net Income

-$320,420

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2024: $3,590,770Liabilities 2024: $3,049,498Net Assets 2024: $541,2722024

Highlighted filing

2024

Assets$3,590,770
Liabilities$3,049,498
Net Assets$541,272
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2024: $1,096,472Expenses 2024: $1,416,892Net Income 2024: -$320,4202024

Highlighted filing

2024

Revenue$1,096,472
Expenses$1,416,892
Net Income-$320,420
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Dec 31, 2024
Signed
Aug 26, 2025
Return Version
2024v5.0
Gross Receipts
$1,096,472
Mission and Program Overview

Mission

Fdx is dedicated to unifying the financial industry around a common standard for the secure and convenience access of permissioned consumer and business financial data. Get the latest on cfpb's final 1033 rule and see why fdx membership puts your organization at the forefront of open banking.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable-$1,523,348-
Cash and Non-Interest-Bearing Accounts-$1,280,621-
Land, Buildings, and Equipment, Net-$551,549-
Prepaid Expenses and Deferred Charges-$99,130-
Total Assets$0$3,590,770▲ $3,590,770
Other Assets Total-$136,122-
Liabilities
Deferred Revenue-$2,638,396-
Accounts Payable and Accrued Expenses-$336,620-
Other Liabilities-$74,482-
Total Liabilities$0$3,049,498▲ $3,049,498
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$541,272-
Total Net Assets Fund Balance$0$541,272▲ $541,272
Total Liabilities and Net Assets / Fund Balance$0$3,590,770▲ $3,590,770

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$551,549$288,707$840,256
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bradley JacobsenG Counsel &FT$75,253-$75,253
Cory MillarVP of FinancFT-$75,000$75,000
Donald CardinalManaging DirectorFT$69,003-$69,003
Kevin FeltesDirectorFT$56,154-$56,154
Revenue and Support

Revenue Composition

Contributions and Grants
$1,055,571
Program Service Revenue
$40,900
Investment Income
$1
Other Revenue
$0
Change in Net Assets
$-320,420
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$878,287
Other Expenses$538,605
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$455,082$45,328-$500,410
Other Salaries and Wages$321,195$56,682-$377,877
Travel$186,231--$186,231
Information Technology$50,606$2,663-$53,269
Depreciation Depletion$53,215--$53,215
Other Expenses$17,659--$17,659
Advertising$10,478--$10,478
Total Functional Expenses$1,312,219$104,673$0$1,416,892
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Current Liabilities$74,482
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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

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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Financial Data Exchange Inc
EIN
99-4484150
Phone
7039469195
Address
2223 S HIGHLAND DR E67 STE 202, SALT LAKE CITY, UT 84106-2882

Signing Officer

Name
Cory Millar
Title
VP of Finance
Phone
7039469195
Signed
2025-08-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Feltes
Formed
2024
Legal Domicile
Ut
Voting Board Members
26
Independent Board Members
26
Employees
10

Preparer

Firm
Patrick & Raines LLC
Address
4029 ATLANTIC BLVD, JACKSONVILLE, FL 32207-2036
Preparer
Timothy P Raines CPA
Phone
9043965400
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITES

“Fdx is dedicated to unifying the financial industry around a common standard for the secure and convenience access of permissioned consumer and business financial data. Get the latest on cfpb's final 1033 rule and see why fdx membership puts your organization at the forefront of open banking.”

Form 990, Part XI, Line 9

“In kind contributions from predecessor organizatio 861,692”

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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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ReturnHeader/TaxPeriodEndDt02024-12-31
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,590,770
Liabilities
$3,049,498
Net assets
$541,272
Revenue
$1,096,472
Expenses
$1,416,892
Net income
-$320,420
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$3.05$0.54$1.10$1.42$0.32
Peer Organizations

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Washington, DC

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New Democracy

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Revenue$394,387
Assets$1,674,095

Revenue vs current organization

64% lower

Assets vs current organization

53% lower