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← FINANCIAL EXECUTIVES INTERNATIONAL

Form 990 for tax year 2022

Filed by FINANCIAL EXECUTIVES INTERNATIONAL.

Totals

Total revenue
$722,287
Total expenses
$800,998
Contributions and grants received
$717,892
Grants paid
$0
Program service revenue
$0
Investment income
$3,115
Other revenue
$1,280
Total assets, end of year
$599,435
Total liabilities, end of year
$1,500
Net assets or fund balances, end of year
$597,935
Program services expenses (Part IX)
$617,144
Management and general expenses
$183,854
Fundraising expenses
$0
Program service expenses (Part III)
$617,144

Program services were 77.0% 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.

  • 1b · Membership dues

    $142,958

  • 1f · All other contributions, gifts and grants

    $574,934

  • 3 · Investment income

    total $3,115 · excluded $3,115

  • 11a · Other revenue: MISCELLANEOUS

    total $1,280 · related or exempt $1,280

  • 11e · Other revenue, total

    $1,280

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $97,290 · management and general $97,290

  • 9 · Other employee benefits

    total $407 · management and general $407

  • 10 · Payroll taxes

    total $7,718 · management and general $7,718

  • 11a · Fees: management

    total $23,033 · management and general $23,033

  • 11c · Fees: accounting

    total $32,063 · management and general $32,063

  • 13 · Office expenses

    total $3,198 · management and general $3,198

  • 23 · Insurance

    total $427 · management and general $427

  • 24a · Other expenses: CHAPTER MEETING EXPENSE

    total $256,978 · program services $256,978

  • 24b · Other expenses: BRANDING AND MARKETING

    total $90,709 · program services $90,709

  • 24c · Other expenses: SOCIAL-SPRING

    total $69,622 · program services $69,622

  • 24d · Other expenses: SOCIAL-WINTER

    total $64,163 · program services $64,163

  • 24e · All other expenses

    total $155,390 · program services $135,672 · management and general $19,718

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $670,678 · end of year $241,318

  • 2 · Savings and temporary cash investments

    beginning of year $5,002 · end of year $358,117

  • 3 · Pledges and grants receivable

    beginning of year $8,575 · end of year $0

  • 25 · Other liabilities

    beginning of year $7,609 · end of year $1,500

  • 27 · Net assets without donor restrictions

    beginning of year $676,646 · end of year $597,935

Mission and programs · 2022

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 $256,978

  • WINTER AND SPRING SOCIALS.

    Expenses $133,785

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

    Expenses $21,354

  • ALL OTHER PROGRAM SERVICES

    Expenses $205,027 · Revenue $1,280

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jay Smith

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Jim Farrell

    FIRST VP (PROGRAMS)

    Total calculated
    $0
    Hours/week
    5

  • Tom Beitel

    SECOND VP (MEMBERSHIP)

    Total calculated
    $0
    Hours/week
    5

  • Miguel Molina

    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
2022
Filed
2 August 2023
IRS schema version
2022v5.0
Source object
202322269349301382

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