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Financial Executives International

Not tax-deductible

San Antonio, TX501(c)(6)Mutual / membership EIN 23-7455401Revenue $123K in FY2025Latest return filed Oct 22, 2025

On file with the IRSfinancialexecutives.org11503 Nw Military Hwy 225, 78231-1884 · San Antonio, TXTax-exempt since Oct 1948

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To be the preeminent association for Financial Executives through advocacy, networking, expertise, support and ethics.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
10¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $9K a year · 8% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
10%
of spending
Concern: 10% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
5 mo
of spending, in cash
Looks good: 5.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$350
0.6% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$123K
+5% vs prior year
Spent
$128K
To programs
10%
Net assets
$56K
By yearFY2021–FY2025
Revenue
$123K
FY2025▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2021$96K
FY2022$85K
FY2023$107K
FY2024$117K
FY2025$123K
Expenses
$128K
FY2025▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2021$83K
FY2022$106K
FY2023$130K
FY2024$124K
FY2025$128K
Net assets
$56K
FY2025▼ -8%
Tap a bar for its year
Net assets by fiscal year
FY2021$112K
FY2022$91K
FY2023$68K
FY2024$61K
FY2025$56K

From the FY2025 Form 990 (year ending June 2025) · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1948.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

10 cents of each dollar spent went to programs.

Program services 10% · $13K Management & general 90% · $115K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Eric Burk
Director
$0Pt VII · Sec A
Paul Hensley
Director
$0Pt VII · Sec A
Steve Baum
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Deborah Stine
Chapter Admin
$0Pt VII · Sec A
Michelle Salas
VP of Programs
$0Pt VII · Sec A
John Dewald
VP of Memberships
$0Pt VII · Sec A
Alan Rich
Treasurer
$0Pt VII · Sec A
See Financial Executives International executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Advocates for financial executives, fostering networking, expertise, support, and ethics.

Questions for Financial Executives International

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Your first name shows with your question. Financial Executives International answers here, for everyone.

1 program · $13K · in their own filed words · FY2024
01

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.

$13Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 5 grants · $130K · 2020–2024
Unitemized GrantFY2024$13,000
Unitemized GrantFY2023$29,500
Unitemized GrantFY2022$29,500
Unitemized GrantFY2021$29,500
Unitemized GrantFY2020$28,000

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$123K
Ln 12
Gifts and grantsLn 1h$113K
Fees for servicesLn 2g$11K
Investment incomeLn 3$4
Money outPt IX
$128K
Ln 25
Programscol B$13K
Managementcol C$115K
Owns and owesPt X
$56K
net assets · Ln 32
Cash and savingsLn 1–2$57K
Total assetsLn 16$57K
LiabilitiesLn 26$350
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$113K
Fees for servicesLn 2g$11K
Investment incomeLn 3$4
Total revenueLn 12$123K
Assets in detailPt X, end of year
CashLn 1$57K
Cash and savings togetherLn 1–2$57K
Total assetsLn 16$57K
LiabilitiesLn 26$350
Net assetsLn 32$56K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$61K$57K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$61K$57K
LiabilitiesLn 26$350$350
Net assetsLn 32$61K$56K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$13K$13K
Management feesLn 11a$54K$54K
Accounting feesLn 11c$2K$2K
Office expensesLn 13$757$757
Conferences, conventions and meetingsLn 19$56K$56K
Other expenses (24a–d)Ln 24$2K$2K
Total functional expensesLn 25$128K$13K$115K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Oct 22, 2025 $123K$128K−$5K$56K 990 PDF
FY2024Filed with the IRS Oct 31, 2024 $117K$124K−$7K$61K 990 PDF
FY2023Filed with the IRS Aug 1, 2023 $107K$130K−$23K$68K 990 PDF
FY2022Filed with the IRS Nov 9, 2022 $85K$106K−$21K$91K 990 PDF
FY2021Filed with the IRS Aug 12, 2021 $96K$83K$13K$112K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $123,266 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $107,760$112,649
I-9 Program service revenuePrior year $9,225$10,613
I-10 Investment incomePrior year $46$4
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $117,031$123,266
I-13 Grants and similar amounts paidPrior year $32,000$13,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $92,186$114,936
I-18 Total expensesPrior year $124,186$127,936
I-19 Revenue less expensesPrior year −$7,155−$4,670
Part VI · Governance 15 of 15 board members independent, 4 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $123,266 across 5 lines filed
VIII-1a Federated campaigns$112,649
VIII-1h Total contributions, gifts and grants$112,649
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $10,613$10,613
VIII-3 Investment incomeExcluded from tax $4$4
VIII-12 Total revenueRelated to mission $10,613 · Unrelated business $0 · Excluded from tax $4$123,266
Part IX · Statement of functional expenses $127,936 across 6 lines filed
IX-2 Grants to domestic individualsPrograms $13,000$13,000
IX-11a Management feesManagement $53,550$53,550
IX-11c Accounting feesManagement $2,046$2,046
IX-13 Office expensesManagement $757$757
IX-19 Conferences, conventions and meetingsManagement $56,383$56,383
IX-24 Other expenses (24a–d)Management $2,200$2,200
IX-25 Total functional expensesPrograms $13,000 · Management $114,936 · Fundraising $0$127,936
Part X · Balance sheet $56,682 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $61,352$56,682
X-10c Land, buildings and equipment, netStart of year $0$0
X-16 Total assetsStart of year $61,352$56,682
X-19 Deferred revenueStart of year $350$350
X-26 Total liabilitiesStart of year $350$350
X-29 Capital stock or trust principalStart of year $0$0
X-30 Paid-in or capital surplusStart of year $0$0
X-31 Retained earnings or endowmentStart of year $61,002$56,332
X-32 Total net assets or fund balancesStart of year $61,002$56,332
X-33 Total liabilities and net assetsStart of year $61,352$56,682
Part XI · Reconciliation of net assets $56,332 net assets at year end
XI-1 Total revenue$123,266
XI-2 Total expenses$127,936
XI-3 Revenue less expenses−$4,670
XI-4 Net assets at start of year$61,002
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$56,332

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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