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← FINANCIAL EXECUTIVES INTERNATIONAL

Form 990 for tax year 2023

Filed by FINANCIAL EXECUTIVES INTERNATIONAL.

Totals

Total revenue
$841,395
Total expenses
$729,532
Contributions and grants received
$813,174
Grants paid
$0
Program service revenue
$0
Investment income
$28,081
Other revenue
$140
Total assets, end of year
$709,796
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$709,796
Program services expenses (Part IX)
$546,295
Management and general expenses
$183,237
Fundraising expenses
$0
Program service expenses (Part III)
$546,295

Program services were 74.9% 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

    $159,636

  • 1f · All other contributions, gifts and grants

    $653,538

  • 3 · Investment income

    total $28,081 · excluded $28,081

  • 11a · Other revenue: MISCELLANEOUS

    total $140 · related or exempt $140

  • 11e · Other revenue, total

    $140

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $97,390 · management and general $97,390

  • 9 · Other employee benefits

    total $287 · management and general $287

  • 10 · Payroll taxes

    total $7,741 · management and general $7,741

  • 11a · Fees: management

    total $32,780 · management and general $32,780

  • 11c · Fees: accounting

    total $23,775 · management and general $23,775

  • 13 · Office expenses

    total $4,666 · management and general $4,666

  • 23 · Insurance

    total $1,573 · management and general $1,573

  • 24a · Other expenses: CHAPTER MEETING EXPENSE

    total $284,046 · program services $284,046

  • 24b · Other expenses: SOCIAL-WINTER

    total $62,832 · program services $62,832

  • 24c · Other expenses: SOCIAL-SPRING

    total $43,808 · program services $43,808

  • 24d · Other expenses: UNIVERSITY PROGRAMS

    total $29,700 · program services $29,700

  • 24e · All other expenses

    total $140,934 · program services $125,909 · management and general $15,025

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $241,318 · end of year $55,306

  • 2 · Savings and temporary cash investments

    beginning of year $358,117 · end of year $238,272

  • 4 · Accounts receivable

    beginning of year $0 · end of year $4,950

  • 15 · Other assets

    beginning of year $0 · end of year $411,268

  • 25 · Other liabilities

    beginning of year $1,500 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $597,935 · end of year $709,796

Mission and programs · 2023

Mission

FINANCIAL EXECUTIVES INTERNATIONAL'S (FEI) MISSION IS TO ADVANCE THE SUCCESS OF SENIOR-LEVEL FINANCIAL EXECUTIVES, THEIR ORGANIZATIONS, AND THE PROFESSION.

  • CHAPTER MEETINGS TO PROVIDE A LOCAL FORUM FOR CONNECTING WITH PEERS.

    Expenses $284,046

  • WINTER AND SPRING SOCIALS.

    Expenses $106,640

  • FINANCIAL EXECUTIVE EXPERIENCE SHADOWING PROGRAM TO PROVIDE COLLEGE STUDENTS WITH AN OPPORTUNITY TO EXPERIENCE A DAY IN THE LIFE OF A FINANCIAL PROFESSIONAL.

    Expenses $11,470

  • ALL OTHER PROGRAM SERVICES

    Expenses $144,139 · Revenue $140

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jim Farrell

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Tom Beitel

    FIRST VP (PROGRAMS)

    Total calculated
    $0
    Hours/week
    5

  • Miguel Molina

    SECOND VP (MEMBERSHIP)

    Total calculated
    $0
    Hours/week
    5

  • Mark Dendle

    SECRETARY/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
2023
Filed
10 September 2024
IRS schema version
2023v5.1
Source object
202422569349300727

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