Financial Executives International

Nonprofit profile at a glance

EIN
742325834
IRS 990-EZ coverage
2010–2025
Forms available
Form 990-EZ 2025
Location
Austin, TX, USA
Phone
5127492023
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$128,261
Expenses
$105,852
Assets
$77,643

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

2 people listed

Executive titles in this filing

  • Donald F Neville (President)

People named in this filing

  • Derek Pennant-Jones (Treasurer)
  • Donald F Neville (President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Financial Executives International Austin Chapter promotes the professional development of financial executives in the greater Austin area by providing educational programs, industry speakers, peer networking, leadership development, and opportunities to exchange financial-management knowledge and best practices. The Chapter also fosters professional relationships and supports the advancement and qualifications of finance leaders.

What it reported doing in 2025

During 2025, the Chapter conducted professional-development meetings, educational presentations, networking events, and other programs for Austin-area financial executives. These activities provided members and guests with current financial-management information, continuing professional education, peer interaction, leadership development, and career-development opportunities.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 67
  • Transparency & Controls: 82
  • Sustainability: 54
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 61.8%; rating input score 62
  • Program expense ratio: 74.8%; rating input score 75

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 17.5%; rating input score 68; 68th percentile among comparable filings
  • Total-asset coverage ratio: 0.73; rating input score 49; 49th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 25% per year; rating input score 100; 79th percentile among comparable filings
  • Revenue growth: 2.7% per year; rating input score 100; 31st percentile among comparable filings
  • Asset growth: 0.3% per year; rating input score 100; 27th percentile among comparable filings

Details

  • Where the money goes: 61.8% of revenue deployed · 74.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $79K in reported program spending
  • Leadership: top reported pay $0 · 2 people listed
  • Consistency: 5 of 6 current checks pass · 1 finding to review
  • Filing history: 12 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Transparency & Controls: Part I part ii net assets crosscheck did not reconcile in the filed values.
  • Moderate — Sustainability: Total-asset coverage ratio scored 49/100.