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← FINANCIAL EXECUTIVE INTERNATIONAL

Form 990-EZ for tax year 2023

Filed by FINANCIAL EXECUTIVE INTERNATIONAL.

Totals

Total revenue
$81,105
Total expenses
$88,770
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$76,000
Membership dues (line 3)
$2,788
Investment income (line 4)
$2,317
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
$135,420
Total liabilities, end of year
$8,169
Net assets or fund balances, end of year
$127,251
Program service expenses (Part III)
$67,418

Program services were 75.9% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

Mission and programs · 2023

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 $64,918

  • Educational training that qualified for CPE credits and tracking of those credits.

    Expenses $1,300

  • App for members to share employer, position and contact information.

    Expenses $1,200

As filed on the 2023 return.

Listed in Part IV

  • Alan Horton

    President

    Total calculated
    $0
    Hours/week
    2

  • Cecilia Petersen

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Stephen Arnold

    VP of Membership

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Sheley

    VP of Programs

    Total calculated
    $0
    Hours/week
    2

  • Sarah Clinton

    Partner Chair

    Total calculated
    $0
    Hours/week
    2

  • Lance Weeden

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Greg Ashley

    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
2023
Filed
16 November 2024
IRS schema version
2023v5.0
Source object
202433219349200933

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