Form 990 for tax year 2022
Filed by FINANCIAL EXECUTIVES INTERNATIONAL.
Totals
- Total revenue
- $278,933
- Total expenses
- $301,729
- Contributions and grants received
- $0
- Grants paid
- $17,600
- Program service revenue
- $278,805
- Investment income
- $128
- Other revenue
- $0
- Total assets, end of year
- $226,638
- Total liabilities, end of year
- $13,494
- Net assets or fund balances, end of year
- $213,144
- Program services expenses (Part IX)
- $301,729
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $301,729
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: PROFESSIONAL DEVELOPMEN
total $255,417 · related or exempt $255,417
-
2b · Program service revenue: MEMBERSHIP DUES
total $13,788 · related or exempt $13,788
-
2c · Program service revenue: CHAPTER MEETINGS
-
2d · Program service revenue: IN KIND SCHOLARSHIPS
total $9,600 · related or exempt $9,600
-
3 · Investment income
total $128 · related or exempt $128
-
11a · Other revenue: SPECIAL EVENTS
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $17,600 · program services $17,600
-
11a · Fees: management
total $113,360 · program services $113,360
-
11c · Fees: accounting
total $10,525 · program services $10,525
-
11g · Fees: other
total $9,500 · program services $9,500
-
12 · Advertising and promotion
total $14,204 · program services $14,204
-
13 · Office expenses
total $6,057 · program services $6,057
-
14 · Information technology
total $106 · program services $106
-
17 · Travel
total $5,154 · program services $5,154
-
19 · Conferences, conventions and meetings
total $81,639 · program services $81,639
-
24a · Other expenses: ADMINISTRATIVE
total $9,348 · program services $9,348
-
24b · Other expenses: GIFTS
total $3,615 · program services $3,615
-
24c · Other expenses: PROGRAMS & EVENTS NET
total $29,045 · program services $29,045
-
24d · Other expenses: MISCELLANEOUS
total $1,576 · program services $1,576
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $44,542 · end of year $47,817
-
2 · Savings and temporary cash investments
beginning of year $188,628 · end of year $163,821
-
4 · Accounts receivable
beginning of year $15,000 · end of year $15,000
-
9 · Prepaid expenses and deferred charges
beginning of year $5,419
-
17 · Accounts payable and accrued expenses
beginning of year $5,982 · end of year $13,494
-
19 · Deferred revenue
beginning of year $11,667
-
27 · Net assets without donor restrictions
beginning of year $235,940 · end of year $213,144
Mission and programs · 2022
Mission
FEIS MISSION IS TO ADVANCE THE SUCCESS OF SENIOR-LEVEL FINANCIAL EXECUTIVES, THEIR ORGANIZATIONS AND PROFESSION. THE FOUNDING PURPOSE OF FEI WAS TO DEFINE THE PROFESSION, EXCHANGE IDEAS ABOUT BEST PRACTICES, EDUCATE MEMBERS AND OTHERS, AND WORK WITH THE GOVERNMENT TO INTERACT,
-
IN PERSON AND VIRTUAL EVENTS, INCLUDING DINNER MEETINGS WITH SPEAKERS ON GENERAL BUSINESS ISSUES, PROFESSIONAL DEVELOPMENT MEETINGS, AND CAREER SERVICES MEETINGS.COST OF MAINTAINING A WEBSITE, PUBLISHING CHAPTER NEWSLETTER, MARKETING, AND COMMUNICATIONS WITH OVER 400 MEMBERS.SCHOLARSHIPS GRANTED TO LEADING STUDENTS OF FINANCE, ACCOUNTING AND ECONOMICS.
Expenses $301,729 · Grants $17,600 · Revenue $278,805
As filed on the 2022 return.
Listed in Part VII
-
Allison LotzkarALLISON LOTZKAR
EXECUTIVE DIRECTOR
- Total calculated
- $38,866
- From this org
- $38,866
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Dalyte KodzisDALYTE KODZIS
CHAPTER ADMINISTRATOR
- Total calculated
- $13,500
- From this org
- $13,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Donna DesmondDONNA DESMOND
PARTNERS CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Mark B SynnottMARK B SYNNOTT
MEMBERSHIP CO-CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
David LawsonDAVID LAWSON
PROGRAMS CO-CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Alan FaberALAN FABER
DIRECTOR EMERITUS
- Total calculated
- $0
- Hours/week
- 2
-
Todd SpencerTODD SPENCER
PROGRAMS CO-CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Mary LambertMARY LAMBERT
ACADEMIC RELATIONS CO-CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Beth KurthBETH KURTH
NOMINATING CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Jim McInnisJIM MCINNIS
MEMBERSHIP CO-CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Dave SackettDAVE SACKETT
ACADEMIC RELATIONS CO-CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Christopher CaprioCHRISTOPHER CAPRIO
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Glen BunnellGLEN BUNNELL
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Priya ChandurajPRIYA CHANDURAJ
TREASURER
- Total calculated
- $0
- Hours/week
- 5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, 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. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323229349300222
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.