FINANCIAL EXECUTIVES INTERNATIONAL: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FINANCIAL EXECUTIVES INTERNATIONAL (EIN 13-1981932)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-15
- IRS object ID
- 201823199349308107
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T12:07:11-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WithumSmithBrown PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE TOWER CENTER BLVD 14TH FL | AddressLine1Txt |
| City | EAST BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131981932 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Financial Executives International | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARIA O'GRADY | InCareOfNm |
| Business Name Control | FINA | BusinessNameControlTxt |
| Phone | 9737651015 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 HEADQUARTERS PLAZA W TOWER | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREJ S SUSKAVCEVIC | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 9737651015 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J PANICO | PreparerPersonNm |
| PTIN | P00365556 | PTIN |
| Phone | 7328281614 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 148.77.36.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220183195000196 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9B54B0364DE38D73E00BB3E082ABCAC755DC14E9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 082E2311302191F55D0415F63BDE2ABE529C36FD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDREJ S SUSKAVCEVIC | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 HEADQUARTERS PLAZA | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,603,411 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.FINANCIALEXECUTIVES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1931 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE THE SUCCESS OF SENIOR-LEVEL FINANCIAL EXECUTIVES, THEIR ORGANIZATIONS AND THE PROFESSION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $15,546 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,532,202 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,298,019 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,307,862 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,763,524 | CYProgramServiceRevenueAmt |
| PY Investment Income | $45,010 | PYInvestmentIncomeAmt |
| CY Investment Income | $254,560 | CYInvestmentIncomeAmt |
| PY Other Revenue | $152,624 | PYOtherRevenueAmt |
| CY Other Revenue | $20,945 | CYOtherRevenueAmt |
| PY Total Revenue | $6,037,698 | PYTotalRevenueAmt |
| CY Total Revenue | $6,337,048 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,106,318 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,977,574 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,806,049 | PYOtherExpensesAmt |
| CY Other Expenses | $3,183,606 | CYOtherExpensesAmt |
| PY Total Expenses | $5,912,367 | PYTotalExpensesAmt |
| CY Total Expenses | $6,161,180 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $125,331 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $175,868 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,817,385 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,011,598 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,731,504 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,578,014 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $85,881 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $433,584 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Mission ======= FEIs mission is to advance the success of senior-level financial executives, their organizations and the profession. FEI strives to be recognized globally as the leading organization for senior-level financial executives. Since 1931, FEI has been connecting members through: - Interaction: providing local and international forums for connecting with peers. - Information: providing insight to assist with informed business decisions. - Influence: providing authoritative representation for members interests. - Integrity: providing the tools to advance the profession through ethical leadership. History ======= FEI was founded in 1931 as the Controllers Institute of America. The expansion of responsibilities of financial executives into policy-making areas led us to change our name to Financial Executives Institute in 1962. As the global economy developed, FEI was the driving force in forming the International Association of Financial Executives Institutes in 1969. On Novembe | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | Every business morning, FEI Daily(https://financialexecutives.org/fei-daily) provides readers with analysis of industry and regulatory trends, and features that keep readers up-to-date, well-informed, and better able to tackle the challenges of their demanding jobs. The home page provides at-a-glance news and information reflecting the latest developments in financial reporting, governance and other critical topics for financial executives. The FEI Daily "Alert" provides readers with the "5 Things You Need To Readis published Monday through Friday to over 3,600 READERS WITH A SPECIAL FRIDAY "ROUND-UP" EDITION THAT IS PUBLISHED TO OVER 12,200 READERS. IN SEPTEMBER, WE LAUNCHED FEI FORWARD, AN EXTENSION OF FEI DAILY. THIS WEEKLY E-COMMUNICATION, DISTRIBUTED EVERY SUNDAY EVENING TO OVER 12,000 SUBSCRIBERS, ALLOWS FOR MEMBERS TO PLAN FOR THE WEEK BY REVIEWING WHAT'S UPCOMING AND IMPORTANT AS DETERMINED BY FEI'S EDITORIAL STAFF. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Held two major conferences, twelve regional events and deep-dive technical training courses and 100 webinars attended by over 5,500 registrants with our marketing partners to further the professional development and growth of our members and other attendees. Our Technical Committee members led the associations advocacy efforts with 21 meetings in the fiscal year, offering technical advice, commentary and policy recommendations on legislation, regulatory proposals and accounting standard updates. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Conducted 34 virtual and in-person Chapter Leadership Events which includes a Leadership Day at the Annual Financial Leadership Summit to strengthen and develop Board and Chapter Leadership. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 33 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA O'GRADY | PersonNm |
| Phone | 9737651060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 HEADQUARTERS PLAZA WEST TOWER | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| John G Panetta Sr | ||||||||
| Chair - DIRECTOR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ellen RM Boyer | ||||||||
| Vice Chair - DIRECTOR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Andreas Rothe | ||||||||
| Treasurer - DIRECTOR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Linda Zukauckas | ||||||||
| Secretary - DIRECTOR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Deborah Adkins CPA CFF CGMA | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Asa Beck CPA | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Prat Bhatt | ||||||||
| Immediate Past Chair -DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Howard Bornstein | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Gary Correia | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Tim Hart | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Alice Jolla | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Bret Lawson | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kevin McBride | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Liesl Nebel | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Loren Mahon | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Megan Robinson | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mahesh Shetty | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Andrej S Suskavcevic CAE | ||||||||
| DIRECTOR - President & CEO | 53.0 | 2.0 | Yes (X) | Yes (X) | $359,213 | $0 | $42,698 | |
| Liliana Devita | ||||||||
| Vice President & COO | 53.0 | 2.0 | Yes (X) | $166,237 | $0 | $36,202 | ||
| Maria O'Grady | ||||||||
| Vice President & CFO | 53.0 | 2.0 | Yes (X) | $134,462 | $0 | $11,523 | ||
| Christopher Westfall | ||||||||
| Vice President, Content | 45.0 | 0.0 | $127,049 | $0 | $30,066 | Yes (X) | ||
| Brian P Cove | ||||||||
| Managing Director, Tech | 45.0 | 0.0 | $119,995 | $0 | $25,156 | Yes (X) | ||
| Stuart Williams | ||||||||
| Senior Manager, IT/Website | 45.0 | 0.0 | $105,963 | $0 | $26,351 | Yes (X) | ||
| Patricia A Marrese | ||||||||
| Director, Professional Dev. | 45.0 | 0.0 | $104,507 | $0 | $10,620 | Yes (X) | ||
| Dianora DeMarco | ||||||||
| Manager, Accounting Policy | 45.0 | 0.0 | $101,620 | $0 | $10,393 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,219,046 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $193,009 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Burst Learning | |||||
| 1771 Ministerial Road | WAKEFIELD | RI | 02879 | Education | $248,172 |
| Ernst Young LLP | |||||
| PO Box 640382 | PITTSBURGH | PA | 152640382 | ACCOUNTING FELLOW | $130,008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $3,298,019 | MembershipDuesAmt |
| Total Contributions | $3,298,019 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STRATEGIC PARTNERSHIPS & SPONSORS | 900099 | $551,250 | $551,250 |
| PROFESSIONAL DEVELOPMENT | 541800 | $2,008,592 | $2,008,592 |
| OTHER PROGRAM RELATED REVENUE | 900099 | $203,682 | $203,682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,763,524 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $133,923 | TotalRevenueColumnAmt |
| Exclusion | $133,923 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,399 | TotalRevenueColumnAmt |
| Exclusion | $5,399 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,387,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,266,363 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $120,637 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $120,637 | TotalRevenueColumnAmt |
| Exclusion | $120,637 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JOB POSTINGS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $15,546 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $15,546 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,546 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,337,048 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,763,524 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $15,546 | UnrelatedBusinessRevenueAmt |
| Exclusion | $259,959 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750,335 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,744,131 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,569 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,895 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,644 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,959 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,170 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,000 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,703 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,976 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,995 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,303 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,105 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,013 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,460,678 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,263 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,697 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EMPLOYEE TRAINING | $39,808 | $0 | $0 | $0 |
| RESEARCH | $33,300 | $0 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $13,779 | $0 | $0 | $0 |
| MEMBERSHIP EXPENSE | $11,932 | $0 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$314,075 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,161,180 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,022 | BOYAmt |
| EOY | $603,834 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $444,000 | BOYAmt |
| EOY | $473,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,304 | BOYAmt |
| EOY | $165,189 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,621 | BOYAmt |
| EOY | $122,982 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,838,938 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,403,027 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,735 | BOYAmt |
| EOY | $435,911 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,969,202 | BOYAmt |
| EOY | $4,101,957 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,501 | BOYAmt |
| EOY | $108,725 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,817,385 | BOYAmt |
| EOY | $6,011,598 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $911,765 | BOYAmt |
| EOY | $1,190,661 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,898,709 | BOYAmt |
| EOY | $2,670,338 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,921,030 | BOYAmt |
| EOY | $1,717,015 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,731,504 | BOYAmt |
| EOY | $5,578,014 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,881 | BOYAmt |
| EOY | $433,584 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,881 | BOYAmt |
| EOY | $433,584 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,817,385 | BOYAmt |
| EOY | $6,011,598 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $175,868 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$66,403 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $238,238 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (true) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $3,298,019 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $67,276 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | $521 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $67,797 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $164,901 | AggregateReportedDuesNtcAmt |
| Taxable | -$97,104 | TaxableAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $88,976 | OtherCostOrOtherBasisAmt |
| Depreciation | $68,524 | DepreciationAmt |
| Book Value | $20,452 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,451,982 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,046,587 | DepreciationAmt |
| Book Value | $405,395 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $297,980 | OtherCostOrOtherBasisAmt |
| Depreciation | $287,916 | DepreciationAmt |
| Book Value | $10,064 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $435,911 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| POST-RETIREMENT BENEFITS | $1,148,984 |
| DEFERRED RENT | $75,018 |
| SUBLEASE LIABILITY | $241,500 |
| OTHER LIABILITIES | $251,513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,717,015 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART X | FormAndLineReferenceDesc |
| Explanation | AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF FINANCIAL EXECUTIVES INTERNATIONAL AND ITS AFFILIATE, FINANCIAL EXECUTIVES RESEARCH FOUNDATION, FOR THE YEAR ENDED JUNE 30, 2018 AND ISSUED AUDITED CONSOLIDATED FINANCIAL STATEMENTS. THE FOLLOWING IS THE TEXT OF THE FOOTNOTE IN THE ORGANIZATION'S FISCAL YEAR ENDED JUNE 30, 2018 AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740): FEI AND THE FOUNDATION ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(6) AND 501(C)(3) OF THE CODE, RESPECTIVELY. THE ORGANIZATION HAS NO UNRELATED TAXABLE BUSINESS INCOME IN 2018. THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2018 AND INCURRED NO INTEREST OR PENALTIES FOR THE PERIODS PRESENTED IN THESE CONSOLIDATED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Andrej S Suskavcevic CAE | ||||||||||||||
| DIRECTOR - President & CEO | $323,701 | $0 | $35,000 | $0 | $512 | $0 | $10,800 | $0 | $31,898 | $0 | $401,911 | $0 | $0 | $0 |
| Liliana Devita | ||||||||||||||
| Vice President & COO | $150,039 | $0 | $16,000 | $0 | $198 | $0 | $6,096 | $0 | $30,106 | $0 | $202,439 | $0 | $0 | $0 |
| Christopher Westfall | ||||||||||||||
| Vice President, Content | $114,845 | $0 | $12,000 | $0 | $204 | $0 | $0 | $0 | $30,066 | $0 | $157,115 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | CORE FORM, PART VII AND SCHEDULE J | FormAndLineReferenceDesc |
| Explanation | IN ACCORDANCE WITH FORM 990 RULES, REGULATIONS AND INSTRUCTIONS, TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM EACH INDIVIDUAL'S 2017 FORM W-2 AND FORM 1099-MISC; IF APPLICABLE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CORE Form, Part VI, Section A, Line 4 | THE ORGANIZATION AMENDED ITS BYLAWS IN MAY, 2018. THE BYLAWS WERE AMENDED TO REFLECT THE RECOMMENDATIONS MADE BY A JOINT TASK FORCE BETWEEN THIS ORGANIZATION AND ITS TAX-EXEMPT AFFILIATE; FINANCIAL EXECUTIVES RESEARCH FOUNDATION, STREAMLINING THE GOVERNANCE PROCESS BETWEEN THE TWO ORGANIZATIONS. |
| CORE FORM, Part VI, Section A, LineS 6 AND 7 | AS OUTLINED IN THE BYLAWS OF FINANCIAL EXECUTIVES INTERNATIONAL, INC. ("FEI"), FEI SHALL BE GOVERNED BY THE BOARD AND BY THE EXECUTIVE COMMITTEE THEREOF AND MEMBERSHIP SHALL ELECT THE DIRECTORS TO THE BOARD. The Board may, at its discretion, exercise authority over the policies, services and programs of all internal organizational units. While the Board shall reserve unto itself the primary policy-making authority for the overall organization, it will be within its mandate to delegate authority to any internal organizational unit, for policy interpretation, operations management, and other specified functions, as it deems appropriate and as may be allowed by law. The Board shall have final authority to determine all terms and conditions, including all budgetary and financial arrangements, related to FEIs affiliation with external organizations. The Board shall have final authority in establishing the eligibility criteria for membership in FEI and for the development and enforcement of a Code of Ethics to which all members must agree to comply. The categories of membership in FEI shall include Executive, Academic, Retired, Life Retired, Honorary, In-Transition, Entrepreneurial, Government/Military, and such other category or categories as may be established by the Board. The Board shall have the duty and the power: (a) To control and govern the affairs, property and finances of FEI; (b) to authorize or ratify contracts on behalf of FEI; (c) to authorize the borrowing of money on behalf of and for the purposes of FEI and, at its discretion, to authorize and direct the Chair, the Vice Chair, the President, or the Secretary under their respective hands and seals, to sign, execute and deliver mortgages and pledges of any or all FEI property, real or personal, as security for payment of the same, and to sign, execute and deliver contracts of any nature or kind; and (d) to do all lawful things which it may deem appropriate to promote the objectives, purposes and interests of FEI. |
| CORE FORM, Part VI, Section B, Line 11B | THE ORGANIZATION'S FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF ITS GOVERNING BODY, ITS BOARD OF DIRECTORS, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). THE ORGANIZATION'S BOARD OF DIRECTORS HAS BEEN DELEGATED THE RESPONSIBILITY TO OVERSEE AND COORDINATE THE FORM 990 PREPARATION, REVIEW AND FILING PROCESS FOR THE ORGANIZATION AND ITS AFFILIATE. AS PART OF THE TAX RETURN PREPARATION PROCESS, THE ORGANIZATION HIRED A PROFESSIONAL CPA FIRM WITH EXPERIENCE AND EXPERTISE IN NONPROFIT TAX RETURN PREPARATION TO PREPARE THE FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE PERSONNEL INCLUDING, BUT NOT LIMITED TO, THE VICE PRESIDENT/CHIEF FINANCIAL OFFICER, AND DIRECTOR OF FINANCE AND ADMINISTRATION ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FORM 990 AND FURNISHED IT TO THE ORGANIZATION'S INTERNAL WORKING GROUP FOR REVIEW. THE INTERNAL WORKING GROUP REVIEWED THE DRAFT FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE ORGANIZATION'S INTERNAL WORKING GROUP FOR FINAL REVIEW AND APPROVAL. FOLLOWING THE INTERNAL WORKING GROUP'S REVIEW AND APPROVAL OF THE FORM 990, THE FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. |
| CORE FORM, Part VI, Section B, Line 12C | FEI AND ITS AFFILIATE, FINANCIAL EXECUTIVES RESEARCH FOUNDATION ("FERF"), HAVE A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH IT REGULARLY MONITORS AND ENFORCES COMPLIANCE. FEI's Conflict of Interest Policy governs conflicts of interest involving: (i) members of the Board of Directors and committees empowered to act on behalf of the Board of Directors; (ii) members of the Action Teams; (iii) Chapter Presidents and Presidents-Elect; and (IV) EMPLOYESS OF FEI AND FERF (COLLECTIVELY, "INTERESTED PERSONS"). The purpose of the Policy is to protect the interests of FEI when it has entered into or is contemplating entering into a transaction or arrangement that might benefit a private interest of an Interested Person. Interested Persons must disclose all conflicts of interest as defined in the Policy, including those that might influence or be perceived to influence the actions or decisions of the Interested Person. Each Interested Person shall complete a Conflict of Interest Disclosure Form annually; however, such annual disclosures shall be supplemented promptly by additional written disclosures as required by this Policy, i.e., when an actual or potential conflict of interest arises. All Interested Persons shall bring to the attention of/disclose to FEI any actual or perceived conflict of interest involving any other Interested Person, AND ANY NECESSARY MITIGATING BEHAVIOR IS TAKEN AT THAT TIME. |
| CORE FORM, Part VI, Section B, Line 15 | FINANCIAL EXECUTIVES INTERNATIONAL'S ("FEI") BOARD OF DIRECTORS HAS A COMPENSATION COMMITTEE ("COMMITTEE") WHICH IS A STANDING COMMITTEE. THE COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THE ORGANIZATION'S PRESIDENT/CHIEF EXECUTIVE OFFICER ("CEO") AND OTHER MEMBERS OF THE SENIOR MANAGEMENT TEAM WHICH IS INTENDED TO INCLUDE BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED. THE COMMITTEE ENSURES THAT THE "TOTAL COMPENSATION" OF THE PRESIDENT/CEO AND MEMBERS OF SENIOR MANAGEMENT OF THE ORGANIZATION IS REASONABLE BY OBTAINING AND RELYING UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF DIRECTORS, EACH OF WHOM ARE INDEPENDENT AND ARE FREE FROM ANY CONFLICTS OF INTEREST. The Compensation Committee shall determine the compensation of the President/CEO of FEI, it shall approve the compensation of staff officers and staff directors and it shall review and approve the compensation policies and practices for other staff personnel. The President shall participate in all matters that come before the Compensation Committee, except matters that relate to the President/CEOs compensation. THE ACTIONS TAKEN BY THE COMMITTEE ENABLE THE ORGANIZATION TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR PURPOSES OF INTERNAL REVENUE CODE 4958 WITH RESPECT TO THE TOTAL COMPENSATION OF THE PRESIDENT/CEO AND THE SENIOR MANAGEMENT TEAM. THE THREE FACTORS WHICH MUST BE SATISFIED IN ORDER TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS ARE THE FOLLOWING: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX-EXEMPT ORGANIZATION WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A "CONFLICT OF INTEREST" WITH RESPECT TO THE COMPENSATION ARRANGEMENT; 2. THE AUTHORIZED BODY OBTAINED AND RELIED UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION; AND 3. THE AUTHORIZED BODY "ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION" CONCURRENTLY WITH MAKING THAT DETERMINATION. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF DIRECTORS EACH OF WHO ARE INDEPENDENT AND ARE FREE FROM ANY CONFLICTS OF INTEREST. THE COMMITTEE RELIED UPON APPROPRIATE COMPARABLE DATA; SPECIFICALLY THE COMMITTEE WORKED WITH A MANAGEMENT CONSULTING FIRM SPECIALIZING IN STRATEGIC PLANNING, ORGANIZATIONAL DEVELOPMENT AND HUMAN RESOURCE SYSTEMS. Salary grades, which set compensation ranges, are periodically reviewed by THIS independent consultant, who compares those grades to industry averages for not-for-profits. Compensation for the PRESIDENT/CEO and THE SENIOR MANAGEMENT PERSONNEL are set within the appropriate salary grades. THE committee reports directly to FEI's Board of DIRECTORS wherein all discussions at the committee level are documented in written meeting minutes of the full Board of DIRECTORS. |
| CORE FORM, Part VI, Section C, Line 19 | THE ORGANIZATION MAKES THESE GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE. |
| CORE FORM, PARTS VIII THROUGH X | Certain amounts in the 2017 financial statements have been reclassified to conform to the 2018 presentation. These changes had no effect on previously reported changes in net assets. In prior years, the activities of the ORGANIZATION'S AFFILIATE, FINANCIAL EXECUTIVES RESEARCH Foundation were not consolidated with those of FEI. Management determined that because FEI is the sole corporate member of the Foundation, consolidation is required under accounting principles generally accepted in the U.S. Accordingly, net assets at June 30, 2017 have been restated to consolidate the activity of the Foundation. |
| CORE FORM, Part XI, Line 9, OTHER Changes in Net Assets | PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST; $238,238. |
| CORE FORM, Part XI, Line 2c | The ORGANIZATION'S Audit Committee, pursuant to the ORGANIZATION'S Bylaws, shall annually recommend to the Board a firm of independent accountants to audit the accounts of FEI, to review and approve the scope of the audit program, to receive and review the report of the independent accountants and to review and recommend audit and other related fee arrangements for approval by the Board. THE FEI AUDIT COMMITEE MEETS AT LEAST TWICE PER YEAR WITH THE EXTERNAL AUDITORS AND SENIOR MANAGEMENT. THE PURPOSE OF THE FIRST MEETING IS TO DISCUSS THE AUDIT PLANNING, AREAS OF AUDIT EMPHASIS AND THE AUDIT SCHEDULE. THE SECOND MEETING IS TO REVIEW THE RESULTS OF THE AUDIT, THE AUDITORS' REPORT TO MANAGEMENT AND TO SELECT AN ACCOUNTING FIRM FOR THE UPCOMING AUDIT. ADDITIONAL AUDIT COMMITTEE MEETINGS ARE SCHEDULED AS REQUIRED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Financial Executives Research Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 Headquarters Plaza West Tower | AddressLine1Txt |
| City | Morristown | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237063497 | EIN |
| Primary Activities | Research | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(a)(2) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Financial Executives Research Foundation | ||
| N | $52,410 | FMV |
| Financial Executives Research Foundation | ||
| M | $174,558 | FMV |
| Financial Executives Research Foundation | ||
| O | $324,790 | FMV |
| Financial Executives Research Foundation | ||
| Q | $105,528 | FMV |