Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2017 • EIN 13-6185745
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
11th percentile
Higher net margin than 11% of similar nonprofits.
Top Officer Pay
70th percentile
Higher top officer pay than 70% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
9th percentile
Faster asset growth than 9% of similar nonprofits.
Revenue Growth
38th percentile
Faster revenue growth than 38% of similar nonprofits.
Assets
Down$77,964
Down $44,610 (-36%) from 2016
Net Assets
Down$77,964
Down $37,261 (-32%) from 2016
Liabilities
Down$0
Down $7,349 (-100%) from 2016
Revenue
Down$147,933
Down $6,745 (-4.4%) from 2016
Expenses
Up$185,193
Up $66,407 (+56%) from 2016
Net Income
Down-$37,260
Down $73,152 (-204%) from 2016
Education for Financial Executives
| Description | Grants | Expenses |
|---|---|---|
| Education, General/Other: Monthly educational meetings for financial executives (354 members) | $0 | $121,117 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Matt Cooley | Business Controller | - | $0 | - | - |
| Alvin Fenichel | Board Member | - | $0 | - | - |
| Kevin Hanrahan | CEO | - | $0 | - | - |
| S Colin Neill | Na | - | $0 | - | - |
| David Nichols | Founder | - | $0 | - | - |
| John O'Day | Senior Vice President Wealth Management | - | $0 | - | - |
| Mitch Peipert | VP, Finance & CFO | - | $0 | - | - |
| Dana Price | Senior Director M&A | - | $0 | - | - |
| Christina Spade | CFO | - | $0 | - | - |
| Glenn Tyranski | Na | - | $0 | - | - |
| Linda Zukauckas | Evp, Corporate Controller | - | $0 | - | - |
“FERF Donation for Research”
“Telephone 173.06 Internet/Online Expenses 2,670.35 Tax Fees 54.99 Membership 31.91 Charitable Donation 550.00 Speaker Gifts 50.00 Awards & Gifts - Other 446.25 Event Room or Venue Charge 950.00 Event AV Expense 1,401.36 Event Food & Beverage Expense 72,974.91 Meeting Giveaways 4,895.38 Event Expenses - Other 17,051.75 Expense Reimbursement 2,925.23 Marketing Expense 2,845.75 Meeting Expenses 815.64 Miscellaneous Expenses 367.74 Payroll Expenses 780.00 Travel Expense 3,209.21”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/AddressChangeInd | 0 | X |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Sarah Kuhns |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3472692950 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1341 West Broad Street |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Stratford |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 06615 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 115224 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 77964 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 79909 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -37260 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 63755 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form1120PolFiledInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 115224 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 77964 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 5000 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 147933 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 20 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 22443 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 115224 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 77964 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 115224 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 77964 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Matt Cooley |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Alvin Fenichel |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Kevin Hanrahan |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | S Colin Neill |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | David Nichols |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | John O'Day |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Mitch Peipert |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Dana Price |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Christina Spade |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Glenn Tyranski |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Linda Zukauckas |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Business Controller |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | CEO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | na |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Founder |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Senior Vice President Wealth Management |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | VP, Finance & CFO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Senior Director M&A |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | CFO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | na |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | EVP, Corporate Controller |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 112194 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 0 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Education for Financial Executives |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 4244 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 45561 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Education, General/Other: Monthly educational meetings for financial executives (354 members) |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 121117 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 0 |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | NY |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 185193 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 121117 |
| IRS990EZ/TotalRevenueAmt | 0 | 147933 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.feinyc.org |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | FERF Donation for Research |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Telephone 173.06 Internet/Online Expenses 2,670.35 Tax Fees 54.99 Membership 31.91 Charitable Donation 550.00 Speaker Gifts 50.00 Awards & Gifts - Other 446.25 Event Room or Venue Charge 950.00 Event AV Expense 1,401.36 Event Food & Beverage Expense 72,974.91 Meeting Giveaways 4,895.38 Event Expenses - Other 17,051.75 Expense Reimbursement 2,925.23 Marketing Expense 2,845.75 Meeting Expenses 815.64 Miscellaneous Expenses 367.74 Payroll Expenses 780.00 Travel Expense 3,209.21 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Mitchell Peipert |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3472692950 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-09-29 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FINANCIAL EXECUTIVES INTERNATIONAL |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 136185745 |
| ReturnHeader/Filer/PhoneNum | 0 | 3472692950 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1341 West Broad Street |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Stratford |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 06615 |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 144.121.65.177 |
| ReturnHeader/ReturnTs | 0 | 2017-09-30T07:35:48-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.