Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
Financial Executives International
EIN 20-5679258 • 501(c)6 • Madison, WI
Profile
The organization is organized and shall be operated exclusively to be the preeminent association for financial executives.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
50th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
28th percentile
Higher net margin than 28% of similar nonprofits.
Top Officer Pay
80th percentile
Higher top officer pay than 80% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
42nd percentile
Faster asset growth than 42% of similar nonprofits.
Revenue Growth
10th percentile
Faster revenue growth than 10% of similar nonprofits.
Balance Sheet
Assets
Down$143,292
Down $8,149 (-5.4%) from 2024
Liabilities
Flat$0
Flat from 2024
Net Assets
Down$143,292
Down $8,149 (-5.4%) from 2024
Revenue
Down$61,649
Down $60,362 (-49%) from 2024
Expenses
Up$69,798
Up $11,073 (+19%) from 2024
Net Income
Down-$8,149
Down $71,435 (-113%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $143,292
- Liabilities
- $0
- Net assets
- $143,292
- Revenue
- $61,649
- Expenses
- $69,798
- Net income
- -$8,149
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Sep 4, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $61,649
Mission and Program Overview
Mission
The organization is organized and shall be operated exclusively to be the preeminent association for financial executives.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE ORGANIZATION SERVES A PEER GROUP FOR FINANCIAL EXECUTIVES THAT PROVIDES OPPORTUNITIES (1) TO NETWORK; (2) TO LEARN ABOUT EMERGING AND RELEVANT ISSUES VIA RELEVANT CONTINUING EDUCATION SESSIONS AND MAIN SPEAKERS; AND (3) TO ACCESS FEI NATIONAL INFORMATION, FORUMS, AND DISCUSSION GROUPS. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BRIAN DONARSKI | Director | - | $0 | - | - |
| JENNIFER MAURER | Director | - | $0 | - | - |
| JEFF AUDRETSCH | President | - | $0 | - | - |
| TIFFANY SCHELLER | VP & President Elect | - | $0 | - | - |
| JEAN BERGMAN | Secretary/Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Financial Executives International
- EIN
- 20-5679258
- Phone
- 6084418268
- Address
- PO BOX 1561, MADISON, WI 53701
Signing Officer
- Name
- Jean Bergman
- Title
- Secretary/treasurer
- Phone
- 6084418268
- Signed
- 2025-09-04
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Baker Tilly Advisory Group Lp
- Address
- 790 N WATER ST SUITE 2000, MILWAUKEE, WI 53202
- Preparer
- Troy Marine
- Phone
- 4147775500
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 5,014.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: administrative expenses. Amount: 23,045. Description: chapter meetings. Amount: 23,671. Description: fei national expenses. Amount: 4,171. Description: constant contact. Amount: 1,058. Description: quickbooks. Amount: 393. Description: meals and entertainment. Amount: 1,741. Description: bank charges. Amount: 13. Description: boardeffect software. Amount: 3,183. Description: speaker/sponsor/member gifts. Amount: 2,993. Description: paid speaker. Amount: 2,643. Description: summer outing. Amount: 2,652. Total to form 990-ez, line 16: 65,563.”
Raw XML Appendix119 raw XML fields
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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | JEAN BERGMAN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6084418268 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 1561 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MADISON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53701 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 151441 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 143292 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -8149 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2835 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 151441 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 143292 |
| IRS990EZ/GrossReceiptsAmt | 0 | 61649 |
| IRS990EZ/GroupExemptionNum | 0 | 1036 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 5014 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 151441 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 143292 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 151441 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 143292 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 200 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| 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/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/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/PersonNm | 0 | BRIAN DONARSKI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JENNIFER MAURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JEFF AUDRETSCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | TIFFANY SCHELLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JEAN BERGMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VP & PRESIDENT ELECT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | SECRETARY/TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 65563 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE ORGANIZATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY TO BE THE PREEMINENT ASSOCIATION FOR FINANCIAL EXECUTIVES. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1200 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 56635 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE ORGANIZATION SERVES A PEER GROUP FOR FINANCIAL EXECUTIVES THAT PROVIDES OPPORTUNITIES (1) TO NETWORK; (2) TO LEARN ABOUT EMERGING AND RELEVANT ISSUES VIA RELEVANT CONTINUING EDUCATION SESSIONS AND MAIN SPEAKERS; AND (3) TO ACCESS FEI NATIONAL INFORMATION, FORUMS, AND DISCUSSION GROUPS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 69798 |
| IRS990EZ/TotalRevenueAmt | 0 | 61649 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.FINANCIALEXECUTIVES.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 5,014. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 23,045. DESCRIPTION: CHAPTER MEETINGS. AMOUNT: 23,671. DESCRIPTION: FEI NATIONAL EXPENSES. AMOUNT: 4,171. DESCRIPTION: CONSTANT CONTACT. AMOUNT: 1,058. DESCRIPTION: QUICKBOOKS. AMOUNT: 393. DESCRIPTION: MEALS AND ENTERTAINMENT. AMOUNT: 1,741. DESCRIPTION: BANK CHARGES. AMOUNT: 13. DESCRIPTION: BOARDEFFECT SOFTWARE. AMOUNT: 3,183. DESCRIPTION: SPEAKER/SPONSOR/MEMBER GIFTS. AMOUNT: 2,993. DESCRIPTION: PAID SPEAKER. AMOUNT: 2,643. DESCRIPTION: SUMMER OUTING. AMOUNT: 2,652. TOTAL TO FORM 990-EZ, LINE 16: 65,563. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JEAN BERGMAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | SECRETARY/TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6084418268 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-09-04 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FINANCIAL EXECUTIVES INTERNATIONAL |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 205679258 |
| ReturnHeader/Filer/PhoneNum | 0 | 6084418268 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 1561 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MADISON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 53701 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 390859910 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BAKER TILLY ADVISORY GROUP LP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 790 N WATER ST SUITE 2000 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MILWAUKEE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 53202 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4147775500 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-08-29 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TROY MARINE |
| ReturnHeader/ReturnTs | 0 | 2025-09-04T16:56:33-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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