Form 990-EZ for tax year 2024
Filed by FINANCIAL EXECUTIVE INTERNATIONAL.
Totals
- Total revenue
- $82,718
- Total expenses
- $96,450
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $78,500
- Membership dues (line 3)
- $2,950
- Investment income (line 4)
- $1,268
- Gain or loss on sale of assets (line 5c)
- $0
- Gaming and fundraising events, net (line 6d)
- $0
- Gross profit on inventory sales (line 7c)
- $0
- Other revenue (line 8)
- $0
- Total assets, end of year
- $134,836
- Total liabilities, end of year
- $21,317
- Net assets or fund balances, end of year
- $113,519
- Program service expenses (Part III)
- $72,445
Program services were 75.1% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.
Mission and programs · 2024
Primary exempt purpose
Dedicated to formal and informal programs that emphasize training and education for senior-level financial executives and their organizations.
-
Chapter meetings, small group breakfasts, summer and winter social events.
Expenses $69,995
-
Educational training that qualified for CPE credits and tracking of those credits.
Expenses $1,950
-
App for members to share employer, position and contact information.
Expenses $500
As filed on the 2024 return.
Listed in Part IV
-
Jennifer Sheley
President
- Total calculated
- $0
- Hours/week
- 2
-
Cecilia Petersen
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Amanda Mathes
VP of Membership
- Total calculated
- $0
- Hours/week
- 2
-
Greg Ashley
VP of Programs
- Total calculated
- $0
- Hours/week
- 2
-
Sarah Clinton
Partner Chair
- Total calculated
- $0
- Hours/week
- 2
-
Debbie Carper
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Alan Horton
Board Member at Large
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990_ez
- Tax year
- 2024
- Filed
- 16 November 2025
- IRS schema version
- 2024v5.0
- Source object
- 202503209349201535
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