Financial Executives International

Not tax-deductible

Gilbert, AZ501(c)(6)Mutual / membership EIN 86-6056242Revenue $415K in FY2025

On file with the IRSfeiaz.org70 S Val Vista Dr Ste A3 Pmb 602, 85296-1375 · Gilbert, AZTax-exempt since Oct 1948

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Connects senior-level Financial Executives by defining the profession, exchanging ideas about best practices, educating members and others and working with the government to improve the general economy.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
Run by 20 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · 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 6
filings with a surplus
Average surplus $7K a year · 2% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
5 mo
of spending, in cash
Looks good: 4.7 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
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$415K
+16% vs prior year
Spent
$391K
Net assets
$212K
By yearFY2020–FY2025
Revenue
$415K
FY2025▲ +16%
Tap a bar for its year
Revenue by fiscal year
FY2020$353K
FY2021$83K
FY2022$156K
FY2023$321K
FY2024$357K
FY2025$415K
Expenses
$391K
FY2025▲ +8%
Tap a bar for its year
Expenses by fiscal year
FY2020$279K
FY2021$64K
FY2022$200K
FY2023$348K
FY2024$362K
FY2025$391K
Net assets
$212K
FY2025▲ +12%
Tap a bar for its year
Net assets by fiscal year
FY2020$245K
FY2021$265K
FY2022$220K
FY2023$194K
FY2024$189K
FY2025$212K

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

Who runs it and what they're paid

16 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
President
$0Pt VII · Sec A
Past President
$0Pt VII · Sec A
President Elect
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$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 15aNo

Programs and updates

Connects senior financial executives to advance the profession, share best practices, and improve the economy.

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Provided by the organization

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1 program · in their own filed words · FY2024
01

Feis arizona chapter has approximately 175 members representing a broad spectrum of companies which operate in numerous industries. Chapter membership provides the opportunity to interact and network with local senior financial leaders in virtually all industries and company sizes.

Pt IX · col B

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 · $80K · 2019–2024
Unitemized GrantFY2024$16,000
Unitemized GrantFY2023$16,000
Unitemized GrantFY2022$16,000
Unitemized GrantFY2020$16,000
Unitemized GrantFY2019$16,200

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$415K
Ln 12
Fees for servicesLn 2g$410K
Investment incomeLn 3$5K
Money outPt IX
$391K
Ln 25
Owns and owesPt X
$212K
net assets · Ln 32
Cash and savingsLn 1–2$152K
Total assetsLn 16$212K
LiabilitiesLn 26$0
PeoplePt VI, VII
16
listed · VII A
PaidVII A0
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$410K
Investment incomeLn 3$5K
Total revenueLn 12$415K
Assets in detailPt X, end of year
CashLn 1$46K
SavingsLn 2$107K
Cash and savings togetherLn 1–2$152K
Total assetsLn 16$212K
LiabilitiesLn 26$0
Net assetsLn 32$212K
OperationsPt I, VI
EmployeesI 50
VolunteersI 620
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$171K$152K
Total assetsLn 16$206K$212K
LiabilitiesLn 26$18K$0
Net assetsLn 32$189K$212K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$4K
Grants to domestic individualsLn 2$16K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$936
Lobbying feesLn 11d$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$35K
Advertising and promotionLn 12$0
Office expensesLn 13$5K
Information technologyLn 14$5K
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$24K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$301K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
All other expensesLn 24e$0
Total functional expensesLn 25$391K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $415K$391K$23K$212K 990 PDF
FY2024 $357K$362K−$5K$189K 990 PDF
FY2023 $321K$348K−$27K$194K 990 PDF
FY2022 $156K$200K−$44K$220K 990 PDF
FY2021 $83K$64K$19K$265K 990 PDF
FY2020 $353K$279K$75K$245K 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 $414,928 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $353,835$409,815
I-10 Investment incomePrior year $3,104$5,113
I-11 Other revenue$0
I-12 Total revenuePrior year $356,939$414,928
I-13 Grants and similar amounts paidPrior year $20,650$20,400
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $341,139$371,060
I-18 Total expensesPrior year $361,789$391,460
I-19 Revenue less expensesPrior year −$4,850$23,468
Part VI · Governance 14 of 14 board members independent, 1 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $414,928 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $409,815$409,815
VIII-3 Investment incomeExcluded from tax $5,113$5,113
VIII-12 Total revenueRelated to mission $409,815 · Excluded from tax $5,113$414,928
Part IX · Statement of functional expenses $391,460 across 29 lines filed
IX-1 Grants to domestic organizations$4,400
IX-2 Grants to domestic individuals$16,000
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$936
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$34,983
IX-12 Advertising and promotion$0
IX-13 Office expenses$4,660
IX-14 Information technology$4,975
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$24,025
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$301,481
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24e All other expenses$0
IX-25 Total functional expenses$391,460
Part X · Balance sheet $212,390 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $16,031$45,673
X-2 Savings and temporary cash investmentsStart of year $155,181$106,573
X-9 Prepaid expenses and deferred chargesStart of year $35,210$60,144
X-16 Total assetsStart of year $206,422$212,390
X-26 Total liabilitiesStart of year $17,500$0
X-27 Net assets without donor restrictionsStart of year $188,922$212,390
X-32 Total net assets or fund balancesStart of year $188,922$212,390
X-33 Total liabilities and net assetsStart of year $206,422$212,390
Part XI · Reconciliation of net assets $212,390 net assets at year end
XI-1 Total revenue$414,928
XI-2 Total expenses$391,460
XI-3 Revenue less expenses$23,468
XI-4 Net assets at start of year$188,922
XI-10 Net assets at end of year$212,390

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

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