Totals
- Total revenue
- $2,253,549
- Total expenses
- $1,675,078
- Contributions and grants received
- $2,230,418
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $23,131
- Other revenue
- $0
- Total assets, end of year
- $2,598,908
- Total liabilities, end of year
- $93,667
- Net assets or fund balances, end of year
- $2,505,241
- Program services expenses (Part IX)
- $1,379,020
- Management and general expenses
- $108,001
- Fundraising expenses
- $188,057
- Program service expenses (Part III)
- $1,379,020
Program services were 82.3% 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.
-
1f · All other contributions, gifts and grants
$2,230,418
-
3 · Investment income
total $23,131 · excluded $23,131
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $492,832 · program services $421,746 · management and general $9,049 · fundraising $62,037
-
7 · Other salaries and wages
total $368,371 · program services $315,315 · management and general $6,674 · fundraising $46,382
-
9 · Other employee benefits
total $24,303 · program services $20,755 · management and general $495 · fundraising $3,053
-
10 · Payroll taxes
total $64,276 · program services $54,937 · management and general $1,258 · fundraising $8,081
-
11b · Fees: legal
total $3,013 · management and general $3,013
-
11c · Fees: accounting
total $36,089 · management and general $36,089
-
11g · Fees: other
total $154,499 · program services $127,687 · management and general $3,835 · fundraising $22,977
-
12 · Advertising and promotion
total $40,671 · program services $36,629 · fundraising $4,042
-
14 · Information technology
total $170,889 · program services $127,012 · management and general $25,449 · fundraising $18,428
-
17 · Travel
total $109,975 · program services $98,404 · fundraising $11,571
-
19 · Conferences, conventions and meetings
total $117,589 · program services $107,960 · fundraising $9,629
-
23 · Insurance
total $10,339 · management and general $10,339
-
24a · Other expenses: OTHER
total $77,821 · program services $68,575 · management and general $8,095 · fundraising $1,151
-
24b · Other expenses: CORPORATE REAL ESTATE
total $3,705 · management and general $3,705
-
24c · Other expenses: DINING
total $706 · fundraising $706
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,573,852 · end of year $1,500,419
-
3 · Pledges and grants receivable
beginning of year $418,387 · end of year $1,077,618
-
4 · Accounts receivable
beginning of year $0 · end of year $351
-
9 · Prepaid expenses and deferred charges
beginning of year $9,985 · end of year $20,520
-
17 · Accounts payable and accrued expenses
beginning of year $40,454 · end of year $42,167
-
19 · Deferred revenue
beginning of year $35,000 · end of year $51,500
-
27 · Net assets without donor restrictions
beginning of year $1,479,290 · end of year $1,374,018
-
28 · Net assets with donor restrictions
beginning of year $447,480 · end of year $1,131,223
Mission and programs · 2023
Mission
TO INSPIRE CHARACTER AND INTEGRITY IN THE FINANCE LEADERS OF TOMORROW.
-
MEMBER SERVICES: SCHOLARS OF FINANCE IMPACTED OVER 3,700 STUDENTS IN 2023 THROUGH VALUES-BASED LEADERSHIP PROGRAMMING AS THE ORGANIZATION EXPANDED TO 60 CHAPTERS ACROSS THE U.S. 1,800 STUDENTS GRADUATED FROM THE LEADERSHIP DEVELOPMENT PROGRAM, A 7-WEEK COURSE THAT PREPARES STUDENTS TO BE ETHICAL LEADERS IN FINANCE. SOF CONNECTED 340 MEMBERS TO FINANCE PROFESSIONALS FOR MENTORSHIP, PROVIDING COACHING FOR PERSONAL AND PROFESSIONAL GROWTH. HUNDREDS OF FINANCE PROFESSIONALS SPOKE TO OVER 5,100 STUDENTS AT MORE THAN 290 SPEAKING EVENTS AND SYMPOSIA, HELPING MEMBERS DEEPEN THEIR UNDERSTANDING OF FINANCE AND HOW TO BE ETHICAL LEADERS IN THE PROFESSION. THE ORGANIZATION ALSO IMPACTED STUDENTS THROUGH VALUES FORUMS, TECHNICAL WORKSHOPS, AND MUCH MORE.
Expenses $1,379,020
As filed on the 2023 return.
Listed in Part VII
-
Ross OverlineROSS OVERLINE
CHIEF EXECUTIVE OFFICER
- Total calculated
- $177,467
- From this org
- $162,750
- From related orgs
- $0
- Other
- $14,717
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $162,750
- Bonus
- $0
- Other
- $0
- Deferred
- $7,717
- Nontaxable benefits
- $7,000
- Filer's total
- $177,467
-
Ryan QuinlivanRYAN QUINLIVAN
VICE CHAIRMAN OF THE BOARD
- Total calculated
- $0
- Hours/week
- 2
-
Nicolas SuarezNICOLAS SUAREZ
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Ray CameronRAY CAMERON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carla Freitas Renfield-MillerCARLA FREITAS RENFIELD-MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Katie LawlerKATIE LAWLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Maeve RichardMAEVE RICHARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Armel Romeo KouassiARMEL ROMEO KOUASSI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth J SandlerELIZABETH J SANDLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Miranda MehtaMIRANDA MEHTA
CHIEF IMPACT OFFICER
- Total calculated
- $168,065
- From this org
- $150,708
- From related orgs
- $0
- Other
- $17,357
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $150,708
- Bonus
- $0
- Other
- $0
- Deferred
- $7,535
- Nontaxable benefits
- $9,822
- Filer's total
- $168,065
-
Stephen SorensonSTEPHEN SORENSON
CHIEF OPERATING OFFICER
- Total calculated
- $147,300
- From this org
- $126,000
- From related orgs
- $0
- Other
- $21,300
- Hours/week
- 40
-
Randal LedetRANDAL LEDET
DIRECTOR OF MEMBER SUCCESS AND PROGRAMS
- Total calculated
- $114,630
- From this org
- $103,333
- From related orgs
- $0
- Other
- $11,297
- Hours/week
- 40
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433199349307993
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