Civic Intelligence

Financial Executives International

990 • Fiscal year 2014 • EIN 13-1981932

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 13, 2015

1250 Headquarters Plaza West TowerNo 7th FLMorristown, NJ 07960

(973) 765-1015

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

94th percentile

0.91x

Higher debt load relative to assets than 94% of similar nonprofits.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

86th percentile

0.84x

Higher debt load relative to revenue than 86% of similar nonprofits.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2014

Net Margin

36th percentile

0.9%

Higher net margin than 36% of similar nonprofits.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

96th percentile

$727,967

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2014

Asset Growth

67th percentile

8.7%

Faster asset growth than 67% of similar nonprofits.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

36th percentile

1.0%

Faster revenue growth than 36% of similar nonprofits.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Assets

Up

$7,202,720

Up $578,184 (+8.7%) from 2013

Net Assets

Up

$630,428

Up $597,714 (+1827%) from 2013

Liabilities

Down

$6,572,292

Down $19,530 (-0.3%) from 2013

Revenue

Up

$7,792,275

Up $75,942 (+1.0%) from 2013

Expenses

Down

$7,720,635

Down $588,394 (-7.1%) from 2013

Net Income

Up

$71,640

Up $664,336 (+112%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0-$5.0MAssets 2010: $7,979,648Liabilities 2010: $7,589,373Net Assets 2010: $390,2752010Assets 2011: $8,130,076Liabilities 2011: $7,193,421Net Assets 2011: $936,6552011Assets 2012: $7,322,876Liabilities 2012: $7,595,865Net Assets 2012: -$272,9892012Assets 2013: $6,624,536Liabilities 2013: $6,591,822Net Assets 2013: $32,7142013Assets 2014: $7,202,720Liabilities 2014: $6,572,292Net Assets 2014: $630,4282014Assets 2015: $5,820,166Liabilities 2015: $5,649,828Net Assets 2015: $170,3382015Assets 2016: $5,713,539Liabilities 2016: $6,877,236Net Assets 2016: -$1,163,6972016Assets 2017: $5,815,906Liabilities 2017: $5,732,606Net Assets 2017: $83,3002017Assets 2018: $6,011,598Liabilities 2018: $5,578,014Net Assets 2018: $433,5842018Assets 2019: $5,526,859Liabilities 2019: $5,033,720Net Assets 2019: $493,1392019Assets 2020: $4,726,061Liabilities 2020: $4,612,104Net Assets 2020: $113,9572020Assets 2021: $5,452,494Liabilities 2021: $3,359,643Net Assets 2021: $2,092,8512021Assets 2022: $5,386,403Liabilities 2022: $3,654,285Net Assets 2022: $1,732,1182022Assets 2023: $4,940,015Liabilities 2023: $3,143,203Net Assets 2023: $1,796,8122023Assets 2024: $4,193,369Liabilities 2024: $2,796,993Net Assets 2024: $1,396,3762024Assets 2025: $4,042,449Liabilities 2025: $2,826,392Net Assets 2025: $1,216,0572025

Highlighted filing

2014

Assets$7,202,720
Liabilities$6,572,292
Net Assets$630,428

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $8,342,4572010Expenses 2011: $8,236,7192011Expenses 2012: $8,311,8882012Revenue 2013: $7,716,333Expenses 2013: $8,309,029Net Income 2013: -$592,6962013Revenue 2014: $7,792,275Expenses 2014: $7,720,635Net Income 2014: $71,6402014Revenue 2015: $7,075,304Expenses 2015: $7,183,545Net Income 2015: -$108,2412015Revenue 2016: $6,216,028Expenses 2016: $5,883,324Net Income 2016: $332,7042016Revenue 2017: $6,037,698Expenses 2017: $5,912,367Net Income 2017: $125,3312017Revenue 2018: $6,337,048Expenses 2018: $6,161,180Net Income 2018: $175,8682018Revenue 2019: $3,803,544Expenses 2019: $3,381,860Net Income 2019: $421,6842019Revenue 2020: $3,728,342Expenses 2020: $3,533,937Net Income 2020: $194,4052020Revenue 2021: $3,072,127Expenses 2021: $3,065,204Net Income 2021: $6,9232021Revenue 2022: $2,850,628Expenses 2022: $3,038,858Net Income 2022: -$188,2302022Revenue 2023: $2,565,530Expenses 2023: $3,236,949Net Income 2023: -$671,4192023Revenue 2024: $2,851,747Expenses 2024: $3,243,138Net Income 2024: -$391,3912024Revenue 2025: $3,070,303Expenses 2025: $3,412,448Net Income 2025: -$342,1452025

Highlighted filing

2014

Revenue$7,792,275
Expenses$7,720,635
Net Income$71,640
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 13, 2015
Return Version
2013v4.0
Gross Receipts
$8,876,132
Mission and Program Overview

Mission

Fei's mission is to advance the success of senior-level financial executives, their organizations and the profession. We strive to be recognized globally as the leading organization for senior-level financial executives. Since 1931, fei has been connecting members through: 1)interaction: providing local and international forums for connecting with peers 2)information: providing insight to assist with informed business decisions 3)influence: providing authoritative representation for members' interests 4)integrity: providing the tools to advance the profession through ethical leadership

Fei's mission is to advance the success of senior-level financial executives, their organizations and the profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,601,725$5,526,705▼ $75,020
Accounts Receivable$350,843$695,623▲ $344,780
Cash and Non-Interest-Bearing Accounts$131,990$426,937▲ $294,947
Land, Buildings, and Equipment, Net$269,170$271,613▲ $2,443
Prepaid Expenses and Deferred Charges$157,890$174,349▲ $16,459
Total Assets$6,624,536$7,202,720▲ $578,184
Other Assets Total$112,918$107,493▼ $5,425
Liabilities
Deferred Revenue$3,291,547$3,572,545▲ $280,998
Accounts Payable and Accrued Expenses$1,906,437$2,092,358▲ $185,921
Other Liabilities$1,393,838$907,389▼ $486,449
Total Liabilities$6,591,822$6,572,292▼ $19,530
Net Assets / Fund Balance
Unrestricted Net Assets$32,714$630,428▲ $597,714
Total Net Assets Fund Balance$32,714$630,428▲ $597,714
Total Liabilities and Net Assets / Fund Balance$6,624,536$7,202,720▲ $578,184

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$170,322$814,439$984,761
Other Land Buildings$43,418$373,178$416,596
Buildings$57,873$66,996$124,869
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marie N HolleinPresident & CEOFT$397,197$330,230$727,427
Paul ChaseVP & CFOFT$189,309$56,154$245,463
Lili DevitaVice President, MarketingFT$132,547$41,979$174,526
Mark SteeleVice President, It and WebFT$124,777$33,752$158,529
Bob KramerSr. Director, Government AffairsFT$128,677$13,351$142,028
James EagenDirector of Conferences & Prof DevFT$114,995$17,271$132,266
Karen LapsevicDirector, Government AffiarsFT$115,650$12,706$128,356

Board Members and Trustees

NameTitle
Taylor HawesChair
Marsha HuntImmediate Past Chair
Mitch DanaherDirector/ Vice Chair
Donald RobillardVice Chair
Ann KaesermanDirector
Ann SvobodaDirector
Dale WallisDirector
Jeff DavisDirector
Jennifer BoeseDirector
Thomas FeenyDirector
Thomas HallerDirector
William D ParmeleeDirector
Gregory UlfertsSecretary
Ann FlatzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,109,036
Program Service Revenue
$3,090,414
Investment Income
$195,036
Other Revenue
$397,789
Change in Net Assets
$71,640

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,792,275
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$201,483
Total Revenue per Audited Statements
$7,993,758
Total Revenue per Form 990
$7,792,275
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,454,186
Other Expenses$3,266,449
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,813,854
Conferences and Meetings---$1,104,619
Current Officers, Directors, Trustees, and Key Employees---$853,866
Other Employee Benefits---$682,953
Occupancy---$550,563
Fees for Services Other---$237,275
Office Expenses---$173,934
Travel---$165,788
Information Technology---$134,567
Depreciation Depletion---$119,764
Advertising---$109,703
Pension Plan Contributions---$103,513
Fees for Services Lobbying---$72,000
Fees for Services Legal---$65,541
Fees for Services Accounting---$50,155
Insurance---$48,984
Other Expenses---$47,653
All Other Expenses---$-18,181
Total Functional Expenses$0$0$0$7,720,635

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,720,635
Total Expenses per Audited Statements$7,720,635
Total Expenses per Form 990$7,720,635
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$25,000

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
JapanChapter ActivityFei Acts as an Agent for a Chapter in Tokyo00$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$336,475
Total Nondeductible Lobbying and Political Cost$336,475
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pension$758,749
Supplemental Pension$148,640
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

There is only one membership class for voting.

Form 990, Part VI, Section A, Line 7A

All members vote on the election of the governing body.

Form 990, Part VI, Section A, Line 7B

Changes to bylaws by the governing body are required to be approved by the members of the organization.

Form 990, Part VI, Section B, Line 11

The form 990 is prepared by an independent accountant and then reviewed by the cfo, the office of the chair, and the president/ceo. The board is then informed that the 990 is available upon request

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is reviewed with all employees and employees sign an acknowledgement that they've read the policy. Any employee who engages in an activity which might be construed as a conflict of interest or is aware of another employee's violation of this policy, must notify the cfo or the president and ceo of fei.

Form 990, Part VI, Section B, Line 15

Salary grades, which set compensation ranges, are periodically reviewed by an independent consultant, who compares those grades to industry averages for not-for-profits. Compensation for the ceo and key employees are set within the appropriate salary grades. Review and approval for the compensation is performed by the compensation committee, which reports to the board.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents available on their web site.

Filing and Contact Details

Filer

EIN
13-1981932
Phone
9737651015

Signing Officer

Name
Paul Chase
Title
VP & CFO
Phone
9737651015
Signed
2015-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Chase
Formed
1931
Legal Domicile
Dc
Voting Board Members
13
Independent Board Members
12
Employees
56
Volunteers
14

Preparer

Preparer
Thomas Lanning
Phone
9732283500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Minimum pension liability adjustment 324,591.

Form 990, Part XI, Line 2C

The fei audit committee meets at least twice a 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 schedules as required.

Financial Statement Notes

PART X, LINE 2:

The organization has no unrecognized tax benefits at june 30, 2014 and 2013. The organization's federal income tax returns prior to fiscal year 2011 are closed and management continually evaluates changes in tax law and new authoritative rulings. Fei is not required to file a state return.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15226701
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16128677
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17114995
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18115650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19156182
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20138445
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR/ VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt16SR. DIRECTOR, GOVERNMENT AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF CONFERENCES & PROF DEV
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR, GOVERNMENT AFFIARS
IRS990/Form990PartVIISectionAGrp/TitleTxt19VICE PRESIDENT, MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt20VICE PRESIDENT, IT AND WEB
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01931
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt016107
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01099964
IRS990/GrossReceiptsAmt08876132
IRS990/GroupExemptionNum01036
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt011
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0134567
IRS990/InsuranceGrp/TotalAmt048984
IRS990/InvestmentIncomeGrp/ExclusionAmt0178929
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0178929
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05601725
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05526705
IRS990/IRPDocumentCnt025
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01254613
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0269170
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0271613
IRS990/LandBldgEquipCostOrOtherBssAmt01526226
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01083857
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt04109036
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt084059
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0127041
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt042982
IRS990/MissionDesc0FEI'S MISSION IS TO ADVANCE THE SUCCESS OF SENIOR-LEVEL FINANCIAL EXECUTIVES, THEIR ORGANIZATIONS AND THE PROFESSION. WE STRIVE TO BE RECOGNIZED GLOBALLY AS THE LEADING ORGANIZATION FOR SENIOR-LEVEL FINANCIAL EXECUTIVES. SINCE 1931, FEI HAS BEEN CONNECTING MEMBERS THROUGH: 1)INTERACTION: PROVIDING LOCAL AND INTERNATIONAL FORUMS FOR CONNECTING WITH PEERS 2)INFORMATION: PROVIDING INSIGHT TO ASSIST WITH INFORMED BUSINESS DECISIONS 3)INFLUENCE: PROVIDING AUTHORITATIVE REPRESENTATION FOR MEMBERS' INTERESTS 4)INTEGRITY: PROVIDING THE TOOLS TO ADVANCE THE PROFESSION THROUGH ETHICAL LEADERSHIP
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt032714
IRS990/NetAssetsOrFundBalancesEOYAmt0630428
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt016107
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016107
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0201483
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0550563
IRS990/OfficeExpensesGrp/TotalAmt0173934
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0112918
IRS990/OtherAssetsTotalGrp/EOYAmt0107493
IRS990/OtherChangesInNetAssetsAmt0324591
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0682953
IRS990/OtherExpensesGrp/Desc0MAGAZINE PRODUCTION & D
IRS990/OtherExpensesGrp/Desc1BOARD & COMMITTEE
IRS990/OtherExpensesGrp/Desc2BANK AND CREDIT CARD FE
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt0149611
IRS990/OtherExpensesGrp/TotalAmt1138993
IRS990/OtherExpensesGrp/TotalAmt2115480
IRS990/OtherExpensesGrp/TotalAmt347653
IRS990/OtherLiabilitiesGrp/BOYAmt01393838
IRS990/OtherLiabilitiesGrp/EOYAmt0907389
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0COSO DISTRIBUTION
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0250000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0250000
IRS990/OtherRevenueTotalAmt0377041
IRS990/OtherSalariesAndWagesGrp/TotalAmt02813854
IRS990/PartialLiquidationInd00
IRS990/PensionPlanContributionsGrp/TotalAmt0103513
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0157890
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0174349
IRS990/PrincipalOfficerNm0PAUL CHASE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2541800
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCES & PROFESSIONAL DEVELO
IRS990/ProgramServiceRevenueGrp/Desc1SPONSORSHIP
IRS990/ProgramServiceRevenueGrp/Desc2MAGAZINE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01710594
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11167625
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt222340
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01710594
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11167625
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2212195
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0189855
IRS990/ProgSrvcAccomActy2Grp/Desc0HELD TWO MAJOR CONFERENCES AND 8 SMALLER SEMINARS, ATTENDED BY OVER 1,440 REGISTRANTS, AND OFFERED OVER 84 WEB CASTS AND TELECONFERENCES WITH OUR MARKETING PARTNERS TO FURTHER THE PROFESSIONAL DEVELOPMENT AND GROWTH OF OUR MEMBERS AND OTHERS.
IRS990/ProgSrvcAccomActy3Grp/Desc0CONDUCTED 2 VOLUNTEER LEADERSHIP WORKSHOPS TO STRENGTHEN AND DEVELOP BOARD AND CHAPTER LEADERSHIP.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04138863
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0118643
IRS990/PYOtherExpensesAmt03609135
IRS990/PYOtherRevenueAmt0311078
IRS990/PYProgramServiceRevenueAmt03147749
IRS990/PYRevenuesLessExpensesAmt0-592696
IRS990/PYSalariesCompEmpBnftPaidAmt04699894
IRS990/PYTotalExpensesAmt08309029
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07716333
IRS990/ReconcilationRevenueExpnssAmt071640
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt020748
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt020748
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt0336941
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt04109035
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt0336475
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0336475
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-466
IRS990ScheduleD/BuildingsGrp/BookValueAmt057873
IRS990ScheduleD/BuildingsGrp/DepreciationAmt066996
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0124869
IRS990ScheduleD/EquipmentGrp/BookValueAmt0170322
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0814439
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0984761
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt07720635
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0201483
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt043418
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0373178
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0416596
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0148640
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1758749
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SUPPLEMENTAL PENSION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PENSION
IRS990ScheduleD/RevenueNotReportedAmt0201483
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07792275
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2014 AND 2013. THE ORGANIZATION'S FEDERAL INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2011 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. FEI IS NOT REQUIRED TO FILE A STATE RETURN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0271613
IRS990ScheduleD/TotalExpensesPerForm990Amt07720635
IRS990ScheduleD/TotalLiabilityAmt0907389
IRS990ScheduleD/TotalRevenuePerForm990Amt07792275
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07993758

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$2.83$1.22$3.07$3.41$0.34
2024Detailed filing. Detailed filing data is available for this year.$4.19$2.80$1.40$2.85$3.24$0.39
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.94$3.14$1.80$2.57$3.24$0.67
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.39$3.65$1.73$2.85$3.04$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$3.36$2.09$3.07$3.07$0.01
2020Detailed filing. Detailed filing data is available for this year.$4.73$4.61$0.11$3.73$3.53$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.53$5.03$0.49$3.80$3.38$0.42
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.01$5.58$0.43$6.34$6.16$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$5.73$0.08$6.04$5.91$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.71$6.88$1.16$6.22$5.88$0.33
2015Detailed filing. Detailed filing data is available for this year.$5.82$5.65$0.17$7.08$7.18$0.11
2014Detailed filing. Detailed filing data is available for this year.$7.20$6.57$0.63$7.79$7.72$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.62$6.59$0.03$7.72$8.31$0.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.32$7.60$0.27$8.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.13$7.19$0.94$8.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.98$7.59$0.39$8.34
Peer Organizations

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