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← FINANCIAL EXECUTIVES INTERNATIONAL

Form 990 for tax year 2024

Filed by FINANCIAL EXECUTIVES INTERNATIONAL.

Totals

Total revenue
$537,209
Total expenses
$576,114
Contributions and grants received
$356,953
Grants paid
$26,700
Program service revenue
$177,478
Investment income
$2,778
Other revenue
$0
Total assets, end of year
$264,852
Total liabilities, end of year
$2,478
Net assets or fund balances, end of year
$262,374
Program services expenses (Part IX)
$567,881
Management and general expenses
$8,233
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 98.6% 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

    $45,146

  • 1f · All other contributions, gifts and grants

    $311,807

  • 2a · Program service revenue: SOCIAL PROGRAMS

    total $177,478 · related or exempt $177,478

  • 3 · Investment income

    total $2,778 · excluded $2,778

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,700 · program services $6,700

  • 2 · Grants to domestic individuals

    total $20,000 · program services $20,000

  • 11a · Fees: management

    total $144,146 · program services $144,146

  • 11b · Fees: legal

    total $11 · management and general $11

  • 11c · Fees: accounting

    total $1,490 · management and general $1,490

  • 11g · Fees: other

    total $90,726 · program services $87,591 · management and general $3,135

  • 12 · Advertising and promotion

    total $27,100 · program services $27,100

  • 13 · Office expenses

    total $5,614 · program services $2,017 · management and general $3,597

  • 17 · Travel

    total $8,650 · program services $8,650

  • 19 · Conferences, conventions and meetings

    total $271,677 · program services $271,677

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $74,199 · end of year $17,469

  • 2 · Savings and temporary cash investments

    beginning of year $130,826 · end of year $188,603

  • 4 · Accounts receivable

    beginning of year $104,400 · end of year $58,780

  • 17 · Accounts payable and accrued expenses

    beginning of year $457 · end of year $191

  • 25 · Other liabilities

    beginning of year $7,689 · end of year $2,287

  • 27 · Net assets without donor restrictions

    beginning of year $301,279 · end of year $262,374

Mission and programs · 2024

Mission

PROFESSIONAL ORGANIZATION TO ADVANCE THE SUCCESS OF SENIOR LEVEL FINANCIAL EXECUTIVES, THEIR ORGANIZATIONS AND THE PROFESSION.

Activities or mission (Part I)

PROFESSIONAL ORGANIZATION TO ADVANCE THE SUCCESS OF SENIOR LEVEL FINANCIAL EXECUTIVES, THEIR ORGANIZATIONS AND THEIR PROFESSION.

  • SERVE FINANCIAL EXECUTIVES BY PROVIDING EDUCATION, NETWORKING, AND SOCIAL OPPORTUNITIES. THE CHAPTER HAS 240 MEMBERS AS OF JUNE 30TH 2025.

As filed on the 2024 return.

Listed in Part VII

  • Mary Cook

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Sharada Sullivan

    IMMEDIATE PA

    Total calculated
    $0
    Hours/week
    4

  • Grace Reilly

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Jason Schieffer

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Tony Martorano

    DIR. - MEMBE

    Total calculated
    $0
    Hours/week
    4

  • Shari Franklin

    DIR. - PROGR

    Total calculated
    $0
    Hours/week
    4

  • Antonio Morales

    DIR. - SPONS

    Total calculated
    $0
    Hours/week
    4

  • Carolyn Gomez

    DIR. - COMMU

    Total calculated
    $0
    Hours/week
    4

  • Enrique Rodriguez

    DIR, - CAREE

    Total calculated
    $0
    Hours/week
    4

  • Diane Buckely

    DIR. - CFOY

    Total calculated
    $0
    Hours/week
    4

  • Jim Dunne

    DIR. - ADVOC

    Total calculated
    $0
    Hours/week
    4

  • Melissa Clark

    DIR. - IDEA

    Total calculated
    $0
    Hours/week
    4

  • Frank Cesario

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Amy Shelly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Susan Sell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Tanya Yakhnis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Kimberly Carlini

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Karen Fletcher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Maggie Martensen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Dave Burke

    DIRECTOR

    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

Provenance

Return type
form_990
Tax year
2024
Filed
21 October 2025
IRS schema version
2024v5.0
Source object
202523179349304442

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