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Financial Executives International

Not tax-deductible

Dallas, TX501(c)(6)Mutual / membership EIN 75-6038085Revenue $867K in FY2025

On file with the IRSfeidallas.orgPo Box 801363, 75380-1363 · Dallas, TXTax-exempt since Oct 1948

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Financial Executives international's (fei) mission is to advance the success of senior-level Financial Executives, their organizations, and the profession.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
75¢ of each $1 spent went to programs.
Run by 84 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

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
3 of 5
filings with a surplus
Average surplus $12K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
75%
of spending
Looks good: 75% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
6 mo
of spending, in cash
Looks good: 6.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
41
of 41 voting members
Looks good: 41 of 41 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$867K
+3% vs prior year
Spent
$751K
To programs
75%
Net assets
$826K
By yearFY2021–FY2025
Revenue
$867K
FY2025▲ +3%
Tap a bar for its year
Revenue by fiscal year
FY2021$360K
FY2022$693K
FY2023$722K
FY2024$841K
FY2025$867K
Expenses
$751K
FY2025▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2021$494K
FY2022$649K
FY2023$801K
FY2024$730K
FY2025$751K
Net assets
$826K
FY2025▲ +16%
Tap a bar for its year
Net assets by fiscal year
FY2021$632K
FY2022$677K
FY2023$598K
FY2024$710K
FY2025$826K

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

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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

75 cents of each dollar spent went to programs.

Program services 75% · $564K Management & general 25% · $187K

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

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Tom Beitel
President
$0Pt VII · Sec A
Miguel Molina
First VP (programs)
$0Pt VII · Sec A
Mark Dendle
Second VP (membership)
$0Pt VII · Sec A
$0Pt VII · Sec A
Laura Beverly
Secretary
$0Pt VII · Sec A
See Financial Executives International executive salaries →

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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 15aYes

Programs and updates

Empowers senior financial leaders to succeed in their careers and organizations.

Questions for Financial Executives International

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Provided by the organization

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3 programs · $400K · in their own filed words · FY2024
01

Chapter meetings to provide a local forum for connecting with peers.

$251Kprogram expense
02

Winter and spring socials.

$129Kprogram expense
03

Financial executive experience shadowing program to provide college students with an opportunity to experience a day in the life of a financial professional.

$20Kprogram expense

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$867K
Ln 12
Gifts and grantsLn 1h$823K
Investment incomeLn 3$31K
Other incomeLn 4–11$13K
Money outPt IX
$751K
Ln 25
Programscol B$564K
Managementcol C$187K
Owns and owesPt X
$826K
net assets · Ln 32
Cash and savingsLn 1–2$394K
Total assetsLn 16$826K
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a41
IndependentVI 1b41
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$823K
Investment incomeLn 3$31K
Other incomeLn 4–11$13K
Total revenueLn 12$867K
Assets in detailPt X, end of year
CashLn 1$36K
SavingsLn 2$358K
Cash and savings togetherLn 1–2$394K
Other assetsLn 15$432K
Total assetsLn 16$826K
LiabilitiesLn 26$0
Net assetsLn 32$826K
OperationsPt I, VI
EmployeesI 50
VolunteersI 684
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$294K$394K
Total assetsLn 16$710K$826K
LiabilitiesLn 26$0$0
Net assetsLn 32$710K$826K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$98K$98K
Other employee benefitsLn 9$288$288
Payroll taxesLn 10$8K$8K
Management feesLn 11a$28K$28K
Accounting feesLn 11c$25K$25K
Office expensesLn 13$4K$4K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$422K$422K
All other expensesLn 24e$163K$142K$21K
Total functional expensesLn 25$751K$564K$187K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $867K$751K$116K$826K 990 PDF
FY2024 $841K$730K$112K$710K 990 PDF
FY2023 $722K$801K−$79K$598K 990 PDF
FY2022 $693K$649K$44K$677K 990 PDF
FY2021 $360K$494K−$134K$632K 990 PDF

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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 $867,057 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $813,174$822,691
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $28,081$31,210
I-11 Other revenuePrior year $140$13,156
I-12 Total revenuePrior year $841,395$867,057
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $105,418$106,537
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $624,114$644,656
I-18 Total expensesPrior year $729,532$751,193
I-19 Revenue less expensesPrior year $111,863$115,864
Part VI · Governance 41 of 41 board members independent, no flags
VI-1a Voting members of the governing body41
VI-1b Independent voting members41
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $867,057 across 6 lines filed
VIII-1b Membership dues$147,666
VIII-1f All other contributions, gifts and grants$675,025
VIII-1h Total contributions, gifts and grants$822,691
VIII-3 Investment incomeExcluded from tax $31,210$31,210
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $13,156$13,156
VIII-12 Total revenueRelated to mission $13,156 · Unrelated business $0 · Excluded from tax $31,210$867,057
Part IX · Statement of functional expenses $751,193 across 9 lines filed
IX-7 Other salaries and wagesManagement $98,465$98,465
IX-9 Other employee benefitsManagement $288$288
IX-10 Payroll taxesManagement $7,784$7,784
IX-11a Management feesManagement $28,399$28,399
IX-11c Accounting feesManagement $25,275$25,275
IX-13 Office expensesManagement $4,397$4,397
IX-23 InsuranceManagement $2,327$2,327
IX-24 Other expenses (24a–d)Programs $421,555$421,555
IX-24e All other expensesPrograms $142,197 · Management $20,506$162,703
IX-25 Total functional expensesPrograms $563,752 · Management $187,441 · Fundraising $0$751,193
Part X · Balance sheet $825,660 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $55,306$35,958
X-2 Savings and temporary cash investmentsStart of year $238,272$357,999
X-4 Accounts receivableStart of year $4,950$0
X-15 Other assetsStart of year $411,268$431,703
X-16 Total assetsStart of year $709,796$825,660
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $709,796$825,660
X-32 Total net assets or fund balancesStart of year $709,796$825,660
X-33 Total liabilities and net assetsStart of year $709,796$825,660
Part XI · Reconciliation of net assets $825,660 net assets at year end
XI-1 Total revenue$867,057
XI-2 Total expenses$751,193
XI-3 Revenue less expenses$115,864
XI-4 Net assets at start of year$709,796
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$825,660

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

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