2024-09-12T09:12:20-05:00 2024-06-30 900525804 SAVILLE CPAS AND ADVISORS LLC 700 NORTH PEARL STREET SUITE 1900 DALLAS TX 75201 990 2023-07-01 756038085 FINANCIAL EXECUTIVES INTERNATIONAL - DALLAS CHAPTER FINA 2147898999 PO BOX 801363 DALLAS TX 75380 ELIZABETH POSPICK TREASURER 2147898999 2024-09-10 1 1 RONALD A DUNN III P02150937 2149229727 2024-09-09 2023 2024-08-08 14:25:15Z ELIZABETH POSPICK PO BOX 801363 DALLAS TX 75380 841395 0 X WWW.FEIDALLAS.ORG X 1944 TX FINANCIAL EXECUTIVES INTERNATIONAL'S (FEI) MISSION IS TO ADVANCE THE SUCCESS OF SENIOR-LEVEL FINANCIAL EXECUTIVES, THEIR ORGANIZATIONS, AND THE PROFESSION. 39 39 0 118 0 0 717892 813174 0 0 3115 28081 1280 140 722287 841395 0 0 0 0 105415 105418 0 0 0 695583 624114 800998 729532 -78711 111863 599435 709796 1500 0 597935 709796 X FINANCIAL EXECUTIVES INTERNATIONAL'S (FEI) MISSION IS TO ADVANCE THE SUCCESS OF SENIOR-LEVEL FINANCIAL EXECUTIVES, THEIR ORGANIZATIONS, AND THE PROFESSION. 0 0 284046 CHAPTER MEETINGS TO PROVIDE A LOCAL FORUM FOR CONNECTING WITH PEERS. 106640 WINTER AND SPRING SOCIALS. 11470 FINANCIAL EXECUTIVE EXPERIENCE SHADOWING PROGRAM TO PROVIDE COLLEGE STUDENTS WITH AN OPPORTUNITY TO EXPERIENCE A DAY IN THE LIFE OF A FINANCIAL PROFESSIONAL. 144139 140 ALL OTHER PROGRAM SERVICES 144139 140 546295 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 7 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 X 39 39 0 0 0 0 1 1 1 1 1 0 0 1 1 0 0 1 1 1 1 0 X SAVILLE DODGEN & COMPANY 2149229727 700 N PEARL ST SUITE 1900 DALLAS TX 75201 X JIM FARRELL PRESIDENT 5.00 X 0 0 0 TOM BEITEL FIRST VP (PROGRAMS) 5.00 X 0 0 0 MIGUEL MOLINA SECOND VP (MEMBERSHIP) 5.00 X 0 0 0 MARK DENDLE SECRETARY/TREASURER 5.00 X 0 0 0 0 0 0 0 0 0 0 0 159636 653538 813174 28081 28081 MISCELLANEOUS 900099 140 140 140 841395 140 0 28081 X 97390 97390 287 287 7741 7741 32780 32780 23775 23775 4666 4666 1573 1573 CHAPTER MEETING EXPENSE 284046 284046 SOCIAL-WINTER 62832 62832 SOCIAL-SPRING 43808 43808 UNIVERSITY PROGRAMS 29700 29700 140934 125909 15025 729532 546295 183237 0 241318 55306 358117 238272 0 4950 0 411268 599435 709796 1500 0 1500 0 X 597935 709796 597935 709796 599435 709796 111863 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 CERTIFICATE OF DEPOSIT - BANK OF TEXAS 411268 411268 PART V, LINE 1A THE ORGANIZATION DOES NOT FILE W-2S. EMPLOYEES ARE OUTSOURCED THROUGH OASIS OUTSOURCING WHO FILES ANY REQUIRED PAYROLL REPORTING. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE MEMBERS. THE BYLAWS SHALL DESIGNATE THE CLASS OF MEMBERS, THEIR QUALIFICATIONS AND RIGHTS AND THE MANNER IN WHICH MEMBERS ARE APPOINTED OR ELECTED. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS ARE PROPOSED BY THE NOMINATING COMMITTEE AND ELECTED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B EACH MEMBER IN GOOD STANDING, REGARDLESS OF CATEGORY OF MEMBERSHIP, SHALL BE ENTITLED TO ONE VOTE IN THE AFFAIRS OF FEI. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER REVIEWS THE FORM 990 FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE SHALL DETERMINE THE COMPENSATION OF THE PRESIDENT OF FEI, IT SHALL APPROVE THE COMPENSATION OF STAFF OFFICERS AND STAFF DIRECTORS AND IT SHALL EREVIEW AND APPROVE THE COMPENSATION POLICIES AND PRACTICES FOR OTHER STAFF PERSONNEL. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E BRANDING AND MARKETING: PROGRAM SERVICE EXPENSES 29,169. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,169. DIRECTORY: PROGRAM SERVICE EXPENSES 14,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,850. FEES TO FEI NATIONAL & FERF: PROGRAM SERVICE EXPENSES 14,841. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,841. FINANCIAL EXECUTIVE EXPERIENCE: PROGRAM SERVICE EXPENSES 11,470. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,470. TECHNOLOGY EVENT: PROGRAM SERVICE EXPENSES 8,904. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,904. PEER GROUPS: PROGRAM SERVICE EXPENSES 7,558. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,558. BOARD MEETINGS AND RETREATS: PROGRAM SERVICE EXPENSES 7,512. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,512. SPECIAL INTEREST GROUPS: PROGRAM SERVICE EXPENSES 7,425. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,425. MEMBERSHIP SERVICES: PROGRAM SERVICE EXPENSES 6,216. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,216. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,311. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,311. FEI NATIONAL EVENTS: PROGRAM SERVICE EXPENSES 4,995. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,995. SPONSORSHIP EXPENSE: PROGRAM SERVICE EXPENSES 4,383. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,383. EXTERNAL RELATIONS: PROGRAM SERVICE EXPENSES 4,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,250. AUTO: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,125. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,125. BANK SERVICE CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,105. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,105. OTHER PROGRAM EXPENSES: PROGRAM SERVICE EXPENSES 2,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,500. TELEPHONE AND INTERNET: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,440. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,440. STORAGE: PROGRAM SERVICE EXPENSES 1,174. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,174. NEWSLETTER: PROGRAM SERVICE EXPENSES 662. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 662. OTHER ADMIN EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 44. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44.