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Financial Executives International

Not tax-deductible

Morristown, NJ501(c)(6)Mutual / membership EIN 91-6054246Revenue $62K in FY2025

On file with the IRSfinancialexecutives.org89 Headquarters Plaza Suite 1462, 07960-6834 · Morristown, NJTax-exempt since Oct 1948

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To provide senior-level finance Executives opportunities to connect with peers, stay informed, and become empowered through education, networking and public service.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

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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
4 of 6
filings with a surplus
Average surplus $23K a year · 23% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Cash reserves
34 mo
of spending, in cash
Looks good: 34.5 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
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$62K
-29% vs prior year
Spent
$95K
Net assets
$273K
By yearFY2020–FY2025
Revenue
$62K
FY2025▼ -29%
Tap a bar for its year
Revenue by fiscal year
FY2020$137K
FY2021$101K
FY2022$89K
FY2023$107K
FY2024$88K
FY2025$62K
Expenses
$95K
FY2025▼ -4%
Tap a bar for its year
Expenses by fiscal year
FY2020$81K
FY2021$52K
FY2022$41K
FY2023$78K
FY2024$99K
FY2025$95K
Net assets
$273K
FY2025▼ -11%
Tap a bar for its year
Net assets by fiscal year
FY2020$210K
FY2021$259K
FY2022$290K
FY2023$318K
FY2024$306K
FY2025$273K

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

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Jessie Shao
VP Programs
$0Pt VII · Sec A
Rachel Seashore
VP Membership
$0Pt VII · Sec A
Christine Bell
Board Member
$0Pt VII · Sec A
Alex Brenner
Past President
$0Pt VII · Sec A
$0Pt VII · Sec A
John Lawler
Secretary
$0Pt VII · Sec A
Summer Redmon
President
$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 finance leaders for peer networking, education, and public service.

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2 programs · in their own filed words · FY2024
01

Professional development / informationpresented the chapter members with nine professional development sessions and seventeen speakers, each with a variety of backgrounds of benefit to the membership.

Pt IX · col B
02

Networking / interactionpresented six dinner meetings, two business tours, and four socials facilitating member interaction and connection.

Pt IX · col B

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$62K
Ln 12
Gifts and grantsLn 1h$49K
Investment incomeLn 3$8K
Fees for servicesLn 2g$5K
Money outPt IX
$95K
Ln 25
Owns and owesPt X
$273K
net assets · Ln 32
Cash and savingsLn 1–2$273K
Total assetsLn 16$273K
LiabilitiesLn 26$0
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$49K
Fees for servicesLn 2g$5K
Investment incomeLn 3$8K
Total revenueLn 12$62K
Assets in detailPt X, end of year
CashLn 1$273K
Cash and savings togetherLn 1–2$273K
Total assetsLn 16$273K
LiabilitiesLn 26$0
Net assetsLn 32$273K
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$306K$273K
Total assetsLn 16$306K$273K
LiabilitiesLn 26$0$0
Net assetsLn 32$306K$273K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$5K
Management feesLn 11a$17K
Accounting feesLn 11c$2K
Advertising and promotionLn 12$15K
TravelLn 17$2K
InsuranceLn 23$419
Other expenses (24a–d)Ln 24$53K
All other expensesLn 24e$164
Total functional expensesLn 25$95K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $62K$95K−$33K$273K 990 PDF
FY2024 $88K$99K−$12K$306K 990 PDF
FY2023 $107K$78K$28K$318K 990 PDF
FY2022 $89K$41K$48K$290K 990 PDF
FY2021 $101K$52K$48K$259K 990 PDF
FY2020 $137K$81K$56K$210K 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 $62,253 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $76,388$49,320
I-9 Program service revenuePrior year $5,314$4,637
I-10 Investment incomePrior year $5,827$8,296
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $87,529$62,253
I-13 Grants and similar amounts paidPrior year $5,000$5,000
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 $94,223$90,036
I-18 Total expensesPrior year $99,223$95,036
I-19 Revenue less expensesPrior year −$11,694−$32,783
Part VI · Governance 7 of 7 board members independent, 4 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
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 $62,253 across 5 lines filed
VIII-1f All other contributions, gifts and grants$49,320
VIII-1h Total contributions, gifts and grants$49,320
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,637$4,637
VIII-3 Investment incomeExcluded from tax $8,296$8,296
VIII-12 Total revenueRelated to mission $4,637 · Unrelated business $0 · Excluded from tax $8,296$62,253
Part IX · Statement of functional expenses $95,036 across 8 lines filed
IX-1 Grants to domestic organizations$5,000
IX-11a Management fees$17,072
IX-11c Accounting fees$1,780
IX-12 Advertising and promotion$15,282
IX-17 Travel$2,033
IX-23 Insurance$419
IX-24 Other expenses (24a–d)$53,286
IX-24e All other expenses$164
IX-25 Total functional expenses$95,036
Part X · Balance sheet $273,146 assets, 5 lines filed
X-1 Cash, non-interest-bearingStart of year $306,469$273,146
X-16 Total assetsStart of year $306,469$273,146
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $306,469$273,146
X-33 Total liabilities and net assetsStart of year $306,469$273,146
Part XI · Reconciliation of net assets $273,146 net assets at year end
XI-1 Total revenue$62,253
XI-2 Total expenses$95,036
XI-3 Revenue less expenses−$32,783
XI-4 Net assets at start of year$306,469
XI-8 Prior period adjustments−$541
XI-9 Other changes in net assets$1
XI-10 Net assets at end of year$273,146

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

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