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← FINANCIAL EXECUTIVES INTERNATIONAL

Form 990 for tax year 2022

Filed by FINANCIAL EXECUTIVES INTERNATIONAL.

Totals

Total revenue
$580,013
Total expenses
$551,283
Contributions and grants received
$441,809
Grants paid
$22,900
Program service revenue
$136,345
Investment income
$1,859
Other revenue
$0
Total assets, end of year
$348,469
Total liabilities, end of year
$15,541
Net assets or fund balances, end of year
$332,928
Program services expenses (Part IX)
$546,820
Management and general expenses
$4,463
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 99.2% 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.

  • 1b · Membership dues

    $38,339

  • 1f · All other contributions, gifts and grants

    $403,470

  • 2a · Program service revenue: SOCIAL PROGRAMS

    total $136,345 · related or exempt $136,345

  • 3 · Investment income

    total $1,859 · excluded $1,859

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,900 · program services $6,900

  • 2 · Grants to domestic individuals

    total $16,000 · program services $16,000

  • 11a · Fees: management

    total $138,699 · program services $138,699

  • 11b · Fees: legal

    total $20 · management and general $20

  • 11c · Fees: accounting

    total $1,540 · management and general $1,540

  • 11g · Fees: other

    total $98,729 · program services $98,394 · management and general $335

  • 12 · Advertising and promotion

    total $45,311 · program services $45,311

  • 13 · Office expenses

    total $5,479 · program services $2,911 · management and general $2,568

  • 17 · Travel

    total $6,040 · program services $6,040

  • 19 · Conferences, conventions and meetings

    total $232,565 · program services $232,565

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $125,105 · end of year $127,311

  • 2 · Savings and temporary cash investments

    beginning of year $159,593 · end of year $146,708

  • 4 · Accounts receivable

    beginning of year $19,500 · end of year $74,450

  • 17 · Accounts payable and accrued expenses

    end of year $9,557

  • 25 · Other liabilities

    end of year $5,984

  • 27 · Net assets without donor restrictions

    beginning of year $304,198 · end of year $332,928

Mission and programs · 2022

Mission

PROFESSIONAL ORGANIZATION TO ADVANCE THE SUCCESS OF SENIOR LEVEL FINANCIAL EXECUTIVES, THEIR ORGANIZATIONS AND THE PROFESSION.

Activities or mission (Part I)

PROFESSIONAL ORGANIZATION TO ADVANCE THE SUCCESS OF SENIOR LEVEL FINANCIAL EXECUTIVES, THEIR ORGANIZATIONS AND THEIR PROFESSION.

  • SERVE FINANCIAL EXECUTIVES BY PROVIDING EDUCATION, NETWORKING, AND SOCIAL OPPORTUNITIES. THE CHAPTER HAS 300 MEMBERS AS OF JUNE 30TH 2022.

As filed on the 2022 return.

Listed in Part VII

  • FRANK CESARIO

    DIR. - SPONS

    Total calculated
    $0
    Hours/week
    4

  • DAVID BURKE

    IMMEDIATE PA

    Total calculated
    $0
    Hours/week
    4

  • GRACE RILEY

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • SHARI FRANKLIN

    DIR. - PROGR

    Total calculated
    $0
    Hours/week
    4

  • TOM GALVAN

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • JEREMY NETZEL

    DIR. - MEMBE

    Total calculated
    $0
    Hours/week
    4

  • TANYA YAKHNIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • SHARADA SULLIVAN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • MARY COOK

    PRESIDENT-EL

    Total calculated
    $0
    Hours/week
    4

  • JASON SCHIEFFER

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • CAROLYN GOMEZ

    DIR. - COMMU

    Total calculated
    $0
    Hours/week
    4

  • ENRIQUE RODRIGUEZ

    DIR, - CAREE

    Total calculated
    $0
    Hours/week
    4

  • INGRID WOOLFOLK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • ANTONIO MORALES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • AMY SHELLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • TONY MARTORANO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • JIM DUNNE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • KAREN FLETCHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • RON GOZUM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • EDWARD COLLINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • RAY YOUNG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

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

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202333199349320008

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