2025-02-13T12:15:35-06:00 2024-06-30 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2023-07-01 475282955 Financial Executives International Twin Cities Chapter Inc FINA 6125121680 PO Box 24555 Minneapolis MN 554240555 Melissa M White Treasurer 6125121680 2025-02-12 1 1 Heidi Sachs P01273512 6122536500 2025-02-12 2023 2025-03-06 01:10:19Z Rachel Rice PO Box 24555 Minneapolis MN 554240555 370634 0 1036 X www.feitwincities.com X 2015 MN To advance the success of senior level financial executives, their organizations, & the profession. 20 20 0 35 0 0 169500 255000 51399 115634 1 0 0 0 220900 370634 8700 8700 0 0 0 0 0 0 0 300443 298835 309143 307535 -88243 63099 334626 585876 91705 279856 242921 306020 X FEI's mission is to advance the success of senior-level financial executives, their organizations, and the profession. Since 1931, FEI has been connecting members through 1) Interaction - providing local and international forums for connecting you with your peers; 2) Information - providing you with insight to assist in informed business decisions; 3) Influence - providing authoritative representation for your interests; and 4) Integrity - providing the tools to advance the professional through ethical leadership. 0 0 Grants were issued to support the business community including one grant of $8,700 to Financial Executive Research Foundation (FERF), the research affiliate for Financial Executives International. The organization provides membership benefit programs and monthly meetings featuring well known speakers with information distributed via email. Each meeting is attended by 35-150 members and guests. The organization also provides professional education and development sessions sponsored by the chapter. Each session attended by 40-50 members. 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 0 0 0 0 0 1 1 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BWK Accounting 7633677300 6885 Sycamore Ln N Maple Grove MN 55369 X Brad Pappas Executive Director 40.00 X 129885 0 0 Rachel Rice President 15.00 X X 0 0 0 Melissa White Treasurer 10.00 X X 0 0 0 Jay Trumbower Secretary 10.00 X X 0 0 0 Brian Volkmann Immediate Past President 10.00 X X 0 0 0 George Boyadjis VP Membership 10.00 X X 0 0 0 Gary Perkins VP Board Development 10.00 X X 0 0 0 Judy Wright VP DEI 10.00 X X 0 0 0 Tom Neitzke VP Strategic Partnerships (July-Feb) 10.00 X X 0 0 0 Mark Fandrich VP Strategic Partnerships (Mar-Jun) 10.00 X X 0 0 0 Anita Moulton-Past President Board Governance 10.00 X X 0 0 0 Joe Clements Strategic Plan Initiatves 10.00 X 0 0 0 Lexi Wikenheiser Programs Co-Chair 10.00 X 0 0 0 Jill Nussbaum Programs & Professional Development 10.00 X 0 0 0 Dave RustMembership Recruitment Co-Chair (July-Mar) 10.00 X 0 0 0 Valbona Bushi Membership Engagement Chair 10.00 X 0 0 0 David Rynders Marketing & Communications Chair 10.00 X 0 0 0 Shayne Wilwert Trusted Peer Groups Chair 10.00 X 0 0 0 Deb Weston Membership Recruitment Co-Chair 10.00 X 0 0 0 Sabrina Johnson DEI Chair 10.00 X 0 0 0 Eric Mitchellette Career Services Chair 10.00 X 0 0 0 David Moe Corp Membership Chair 10.00 X 0 0 0 Andre Creighton Financial Literacy Initiative Chair 10.00 X 0 0 0 129885 0 0 1 0 0 1 0 255000 255000 Chapter Events 900099 79404 79404 Membership Revenue 900099 16300 16300 19930 19930 115634 370634 115634 0 0 X 8700 5387 157241 9593 2666 4027 15413 Chapter Event Expenses 78071 Program Events 26402 Charitable Contribution 35 307535 306851 325136 12015 254632 719 6108 15041 0 334626 585876 46235 18856 45470 261000 91705 279856 X 0 0 0 0 242921 306020 242921 306020 334626 585876 63099 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 Financial Executives Research Foundation 200 Campus Drive Florham NJ 079320674 237063497 501(c)(3) 8700 0 Program Support 1 0 Part I, Line 2: Requests are presented to the Board and approved via vote. Updates are provided during board meetings on progress of organizations receiving grants. 0 0 0 Brad Pappas Executive Director 129885 0 0 0 0 0 0 0 0 0 129885 0 0 0 Schedule J, Part II: The Executive Director is an employee of Financial Executives International, the national chapter. Financial Executives International, Twin Cities Chapter, Inc. reimburses the national chapter for the Executive Director services. The 2023 expenses reimbursed totalled $129,885 and are reported on Line 11g of the Statement of Functional Expenses. Form 990, Part VI, Section A, line 1a The Board of Directors may establish an Executive Committee composed of at least three directors designated by the Board of Directors. The Executive Committee has the authority of the Board of Directors in the management of the business of this corporation in the interval between meetings of the Board of Directors. Form 990, Part VI, Section A, line 6 Financial Executives International, Twin Cities Chapter, Inc. ("FEI-TC") members include company Chief Financial Officers, controllers, treasurers, tax executives, internal audit leaders, risk management executives, and others including select members of academia and government. The Twin Cities Chapter is one of the largest and most succesful chapters in FEI, and our 284 members represent a broad cross-section of industries including for-profit and non-profit companies, academia, and government.The membership application process is handled by FEI National for all chapters. The filing organization does not control the membership application process or documentation. Form 990, Part VI, Section A, line 7a The board of directors are elected by the voting members at the annual meeting. Form 990, Part VI, Section B, line 11b The Form 990 is prepared by an independent accounting firm and reviewed by the Treasurer of the board. A copy is made available to all members of the governing body prior to filing. Form 990, Part VI, Section B, line 12c The conflict of interest policy governs conflicts of interest involving members of the board of directors and committees empowered to act on behalf of the board of directors of Financial Executives International Twin Cities Chapter (FEI-TC) and employees or independent contractors engaged by FEI-TC. Each officer and director shall complete a conflict of interest disclosure form annually; however, such annual disclosures shall be supplemented promptly by additioanl written disclosures as required. Possible actions that may be taken by the body or person reviewing the conflict of interest include, but are not limited to: prohibiting consideration of a proposal for providing products or services; permitting consideration of a proposal for providing products or services, but only as one of several competing proposals; determining, after exercising due diligence and seeking input from the appropriate FEI-TC committee, whether the proposal related to the officer and director is the most advantageous transaction or arrangement for FEI-TC and, if so, whether it is fair and reasonable and in the best interest of the organization; requesting all necessary actions to eliminate the conflict of interest; determining that the officer or director may not participate in discussion or determination of the matter to which the conflict of interest relates; and requesting the resignation of the officer or director from the position with FEI-TC. If the FEI-TC President, the FEI-TC Executive Committee, or the FEI-TC Board of Directors has reasonable cause to believe that an officer or director has failed to make a disclosure required by this policy, the officer or director shall be informed of the basis for such belief and shall be afforded an opportunity to explain the alleged failure to disclose. If, after hearing the officer or director's response and making any further investigation warranted by the circumstances, the appropriate body determines that the officer or director has failed to disclose an actual or potential conflict of interest, appropriate disciplinary and corrective action, up to and including removal from an FEI-TC office or staff position and expulsion from FEI-TC shall be taken. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, financial statements, and conflict of interest policy available to the public upon request. Form 990, Part VII, Section A: The Executive Director is an employee of Financial Executives International, the national chapter. Financial Executives International, Twin Cities Chapter, Inc. reimburses the national chapter for the Executive Director services. The 2023 expenses reimbursed totalled $129,885 and are reported on Line 11g of the Statement of Functional Expenses. Form 990, Part IX, line 11g Contract Services 639. Executive Director Services 113,930. Administrative Services 40,103. Outside Contract Services 1,879. National Billing Fees 690.