Form 990 for tax year 2022
Filed by FINANCIAL EXECUTIVES INTERNATIONAL.
Totals
- Total revenue
- $262,668
- Total expenses
- $283,118
- Contributions and grants received
- $67,516
- Grants paid
- $7,150
- Program service revenue
- $195,000
- Investment income
- $152
- Other revenue
- $0
- Total assets, end of year
- $223,783
- Total liabilities, end of year
- $1,493
- Net assets or fund balances, end of year
- $222,290
- 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
$15,363
-
1c · Fundraising events
$48,208
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$0
-
1f · All other contributions, gifts and grants
$3,945
-
1g · Noncash contributions included above
$0
-
2a · Program service revenue: Strategic Partner Fees
total $195,000 · related or exempt $195,000 · 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 $152 · related or exempt $152 · unrelated business $0 · 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
$48,208
-
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 $7,150
-
11a · Fees: management
total $54,571
-
12 · Advertising and promotion
total $11,531
-
13 · Office expenses
total $12,027
-
14 · Information technology
total $2,029
-
19 · Conferences, conventions and meetings
total $145,947
-
21 · Payments to affiliates
total $23,492
-
24a · Other expenses: FEI Foundation Golf Tournament Expenses
total $24,716
-
24e · All other expenses
total $1,655
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $269,956 · end of year $216,284
-
4 · Accounts receivable
beginning of year $2,625 · end of year $1,947
-
9 · Prepaid expenses and deferred charges
beginning of year $3,928 · end of year $5,552
-
17 · Accounts payable and accrued expenses
beginning of year $33,769 · end of year $1,493
-
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 $242,740 · end of year $222,290
Mission and programs · 2022
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 2022 return.
Listed in Part VII
-
Kristie Ondracek
Director (2022 - 2025)
- Total calculated
- $0
- Hours/week
- 2
-
Paul Marsh
Director (2022 - 2025)
- Total calculated
- $0
- Hours/week
- 0
-
Mark Peterson
Director (2020 - 2023)
- Total calculated
- $0
- Hours/week
- 2
-
Marcus Jonesi
Director (2020 - 2023)
- Total calculated
- $0
- Hours/week
- 2
-
Debbie Clark
Director (2020 - 2023)
- Total calculated
- $0
- Hours/week
- 2
-
Johnnie Williams Ph D
Director (2021 - 2024)
- Total calculated
- $0
- Hours/week
- 2
-
Alan Gahm
Director (2021 - 2024)
- Total calculated
- $0
- Hours/week
- 2
-
Laura Fulton
Director (2021 - 2024)
- Total calculated
- $0
- Hours/week
- 2
-
John Briscoe
Director (2022 - 2025)
- Total calculated
- $0
- Hours/week
- 2
-
Allen Gibson
President Elect
- Total calculated
- $0
- Hours/week
- 4
-
Gary Brooks
Immediate Past President
- Total calculated
- $0
- Hours/week
- 2
-
Andrew Nat
President
- Total calculated
- $0
- Hours/week
- 4
-
Rita Carroll
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Kirk Sprunger
Treasurer
- 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
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
- 2022
- Filed
- 8 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441009349300409
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