Form 990 for tax year 2023
Filed by FINANCIAL EXECUTIVES INTERNATIONAL.
Totals
- Total revenue
- $555,750
- Total expenses
- $587,399
- Contributions and grants received
- $416,756
- Grants paid
- $27,000
- Program service revenue
- $135,480
- Investment income
- $3,514
- Other revenue
- $0
- Total assets, end of year
- $309,425
- Total liabilities, end of year
- $8,146
- Net assets or fund balances, end of year
- $301,279
- Program services expenses (Part IX)
- $577,308
- Management and general expenses
- $10,091
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 98.3% 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.
-
1b · Membership dues
$42,056
-
1f · All other contributions, gifts and grants
$374,700
-
2a · Program service revenue: SOCIAL PROGRAMS
total $135,480 · related or exempt $135,480
-
3 · Investment income
total $3,514 · excluded $3,514
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $7,000 · program services $7,000
-
2 · Grants to domestic individuals
total $20,000 · program services $20,000
-
11a · Fees: management
total $137,699 · program services $137,699
-
11b · Fees: legal
total $14 · management and general $14
-
11c · Fees: accounting
total $1,350 · management and general $1,350
-
11g · Fees: other
total $101,539 · program services $97,154 · management and general $4,385
-
12 · Advertising and promotion
total $27,576 · program services $27,576
-
13 · Office expenses
total $6,372 · program services $2,030 · management and general $4,342
-
17 · Travel
total $8,550 · program services $8,550
-
19 · Conferences, conventions and meetings
total $277,299 · program services $277,299
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $127,311 · end of year $130,826
-
2 · Savings and temporary cash investments
beginning of year $146,708 · end of year $74,199
-
4 · Accounts receivable
beginning of year $74,450 · end of year $104,400
-
17 · Accounts payable and accrued expenses
beginning of year $9,557 · end of year $457
-
25 · Other liabilities
beginning of year $5,984 · end of year $7,689
-
27 · Net assets without donor restrictions
beginning of year $332,928 · end of year $301,279
Mission and programs · 2023
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 2023 return.
Listed in Part VII
-
Sharada SullivanSHARADA SULLIVAN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Mary CookMARY COOK
PRESIDENT -
- Total calculated
- $0
- Hours/week
- 4
-
David BurkeDAVID BURKE
IMMEADIATE P
- Total calculated
- $0
- Hours/week
- 4
-
Grace ReillyGRACE REILLY
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
Jason SchiefferJASON SCHIEFFER
TREASURER
- Total calculated
- $0
- Hours/week
- 4
-
Jeremy NetzelJEREMY NETZEL
DIR. - MEMBE
- Total calculated
- $0
- Hours/week
- 4
-
Shari FranklinSHARI FRANKLIN
DIR. - PROGR
- Total calculated
- $0
- Hours/week
- 4
-
Frank CesarioFRANK CESARIO
DIR. - SPONS
- Total calculated
- $0
- Hours/week
- 4
-
Maggie MartensenMAGGIE MARTENSEN
DIR. - SPONS
- Total calculated
- $0
- Hours/week
- 4
-
Carolyn GomezCAROLYN GOMEZ
DIR. - COMMU
- Total calculated
- $0
- Hours/week
- 4
-
Enrique RodriguezENRIQUE RODRIGUEZ
DIR, - CAREE
- Total calculated
- $0
- Hours/week
- 4
-
Tom GalvanTOM GALVAN
DIR. - ADVOC
- Total calculated
- $0
- Hours/week
- 4
-
Ingrid WoolfolkINGRID WOOLFOLK
DIR. - IDEA
- Total calculated
- $0
- Hours/week
- 4
-
Antonio MoralesANTONIO MORALES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Amy ShellyAMY SHELLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Tony MartoranoTONY MARTORANO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Tanya YakhnisTANYA YAKHNIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Jim DunneJIM DUNNE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Karen FletcherKAREN FLETCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Ron GozumRON GOZUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Edward CollinsEDWARD COLLINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Ray YoungRAY 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
-
$5,800
RESEARCH
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 18 November 2024
- IRS schema version
- 2023v6.0
- Source object
- 202520309349301322
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