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← FINANCIAL EXECUTIVES INTERNATIONAL

Form 990 for tax year 2023

Filed by FINANCIAL EXECUTIVES INTERNATIONAL.

Totals

Total revenue
$117,031
Total expenses
$124,186
Contributions and grants received
$107,760
Grants paid
$32,000
Program service revenue
$9,225
Investment income
$46
Other revenue
$0
Total assets, end of year
$61,352
Total liabilities, end of year
$350
Net assets or fund balances, end of year
$61,002
Program services expenses (Part IX)
$32,000
Management and general expenses
$92,186
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 25.8% 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.

  • 1a · Federated campaigns

    $107,760

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $8,835 · related or exempt $8,835

  • 2b · Program service revenue: CONFERENCES, LUNCHES

    total $390 · related or exempt $390

  • 3 · Investment income

    total $46 · excluded $46

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,500 · program services $2,500

  • 2 · Grants to domestic individuals

    total $29,500 · program services $29,500

  • 11a · Fees: management

    total $53,820 · management and general $53,820

  • 11c · Fees: accounting

    total $715 · management and general $715

  • 19 · Conferences, conventions and meetings

    total $35,207 · management and general $35,207

  • 24a · Other expenses: TELEPHONE

    total $1,009 · management and general $1,009

  • 24b · Other expenses: CONTINUING EDUCATION

    total $618 · management and general $618

  • 24c · Other expenses: BANK CHARGES

    total $593 · management and general $593

  • 24d · Other expenses: ADMIN EXPENSE

    total $224 · management and general $224

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $68,507 · end of year $61,352

  • 10a · Land, buildings and equipment: cost or other basis

    $1,360

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,360

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $350 · end of year $350

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $68,157 · end of year $61,002

Mission and programs · 2023

Mission

TO BE THE PREEMINENT ASSOCIATION FOR FINANCIAL EXECUTIVES THROUGH ADVOCACY, NETWORKING, EXPERTISE, SUPPORT AND ETHICS.

  • ALERT MEMBERS TO EMERGING ISSUES, DEVELOP PROFESSIONAL AND MANAGEMENT SKILLS OF MEMBERS, PROVIDE FORUMS FOR PEER NETWORKING, ADVOCATE THE VIEWS OF FINANCIAL EXECUTIVES AND PROMOTE ETHICAL CONDUCT.

As filed on the 2023 return.

Listed in Part VII

  • Eric Burk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Paul Hensley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Steve Baum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Jimmie V Thurmond

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Deborah Stine

    CHAPTER ADMIN

    Total calculated
    $0
    Hours/week
    0

  • Michelle Salas

    VP OF PROGRAMS

    Total calculated
    $0
    Hours/week
    0

  • John Dewald

    VP OF MEMBERSHIPS

    Total calculated
    $0
    Hours/week
    0

  • Alan Rich

    TREASURER

    Total calculated
    $0
    Hours/week
    0

  • Rick Magnum

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0

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
30 October 2024
IRS schema version
2023v5.1
Source object
202403059349300030

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