Form 990 for tax year 2023

Filed by FINANCIAL EXECUTIVES INTERNATIONAL.

Totals

Total revenue: $250,996
Total expenses: $246,552
Contributions and grants received: $51,364
Grants paid: $5,000
Program service revenue: $199,500
Investment income: $132
Other revenue: $0
Total assets, end of year: $307,667
Total liabilities, end of year: $80,933
Net assets or fund balances, end of year: $226,734
Program services expenses (Part IX): $0
Management and general expenses: $0
Fundraising expenses: $0
Program service expenses (Part III): $0

Program services were 0.0% 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

$0
1b · Membership dues

$15,945
1c · Fundraising events

$29,099
1d · Related organizations

$0
1e · Government grants (contributions)

$0
1f · All other contributions, gifts and grants

$6,320
1g · Noncash contributions included above

$0
2a · Program service revenue: Strategic Partner Fees

total $199,500 · related or exempt $199,500 · unrelated business $0 · excluded $0
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $132 · related or exempt $0 · unrelated business $132 · excluded $0
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6c · Rental income or loss

real property $0 · personal property $0
7c · Gain or loss

securities $0 · other assets $0
8a · Fundraising events: contributions included on line 1c

$29,099
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $5,000
11a · Fees: management

total $62,210
12 · Advertising and promotion

total $12,187
13 · Office expenses

total $11,951
14 · Information technology

total $1,294
19 · Conferences, conventions and meetings

total $121,923
21 · Payments to affiliates

total $29,099
24a · Other expenses: Bank Service Fees

total $1,733
24b · Other expenses: Greater Houston Partnership Membership Dues

total $1,155

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $216,284 · end of year $288,668
4 · Accounts receivable

beginning of year $1,947 · end of year $11,947
9 · Prepaid expenses and deferred charges

beginning of year $5,552 · end of year $7,052
15 · Other assets

end of year $0
17 · Accounts payable and accrued expenses

beginning of year $1,493 · end of year $51,834
25 · Other liabilities

end of year $29,099
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 $222,290 · end of year $226,734

Mission and programs · 2023

Mission

To provide continuing professional education for CPAs and networking for financial executives in addition to raising the level of business and public awareness of good financial practices, governance, and leadership skills.

Activities or mission (Part I)

Career development programs - Professional development of approximately 200 individuals performing the duties of senior financial and accounting executives.

Educational and professional development programs through membership.

As filed on the 2023 return.

Listed in Part VII

Kristie Ondracek

Director (2022 - 2025)

Total calculated

$0

Hours/week

0
Paul Marsh

Director (2022 - 2025)

Total calculated

$0

Hours/week

0
William Dale

Director (2023 - 2026)

Total calculated

$0

Hours/week

0
Joan Lu

Director (2023 - 2026)

Total calculated

$0

Hours/week

0
Johnnie Williams Ph D

Director (2021 - 2024)

Total calculated

$0

Hours/week

0
Alan Gahm

Director (2021 - 2024)

Total calculated

$0

Hours/week

0
Laura Fulton

Director (2021 - 2024)

Total calculated

$0

Hours/week

0
John Briscoe

Director (2022 - 2025)

Total calculated

$0

Hours/week

0
Tracy Tyler

Director (2023 - 2026)

Total calculated

$0

Hours/week

0
Mark Peterson

President Elect

Total calculated

$0

Hours/week

0
Allen Gibson

President

Total calculated

$0

Hours/week

0
Andrew Nat

Immediate Past President

Total calculated

$0

Hours/week

0
Rita Carroll

Secretary

Total calculated

$0

Hours/week

0
Kirk Sprunger

Treasurer

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

FEI Houston Scholarship Foundation

501(c)(3) · Provide scholarships in the amount of $5,000 ea · TX

Provenance

Return type: form_990
Tax year: 2023
Filed: 15 December 2024
IRS schema version: 2023v5.0
Source object: 202403519349300505

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