Nonprofit · EIN 20-5679258
FINANCIAL EXECUTIVES INTERNATIONAL
Also known as MADISON CHAPTER
Tax-exempt · MIDDLETON, WI 53562
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $61,649 | $69,798 | -$8,149 | $143,292 | $0 | $143,292 |
| June 30, 2024 | 990-EZ | $122,011 | $58,725 | $63,286 | $151,441 | $0 | $151,441 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Program service revenue
- $56,635
- Investment income
- $5,014
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $2,835
- Occupancy
- $200
- Printing, publications and postage
- $1,200
- Other expenses
- $65,563
Balance sheet and other
- Total assets, start of year
- $151,441
- Total assets, end of year
- $143,292
- Total liabilities, end of year
- $0
- Net assets, end of year
- $143,292
- Cash, savings and investments
- $143,292
- Gross receipts
- $61,649
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN DONARSKI | DIRECTOR | 1 | $0 |
| JENNIFER MAURER | DIRECTOR | 1 | $0 |
| JEFF AUDRETSCH | PRESIDENT | 2 | $0 |
| TIFFANY SCHELLER | VP & PRESIDENT ELECT | 1 | $0 |
| JEAN BERGMAN | SECRETARY/TREASURER | 1 | $0 |
990-EZ for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN DONARSKI | DIRECTOR | 1 | $0 |
| JENNIFER MAURER | DIRECTOR | 1 | $0 |
| JEFF AUDRETSCH | PRESIDENT | 2 | $0 |
| TIFFANY SCHELLER | VP & PRESIDENT ELECT | 1 | $0 |
| JEAN BERGMAN | SECRETARY/TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 620732, MIDDLETON, WI 53562-0732
- In care of
- % JEAN BERGMAN
- Mailing address (990-N for 2017)
- PO BOX 1561, MADISON WI 53703
- Principal officer (990-N for 2017)
- PAUL NEITZEL, PO BOX 1561, MADISON WI 53703
- Signed the 990-EZ
- JEAN BERGMAN, SECRETARY/TREASURER
- Phone
- (608) 441-8268
- Website
- WWW.FINANCIALEXECUTIVES.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
THE ORGANIZATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY TO BE THE PREEMINENT ASSOCIATION FOR FINANCIAL EXECUTIVES.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 20-5679258
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1948
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 1036: FINANCIAL EXECUTIVES INTERNATIONAL
- Assets (IRS master file)
- $143,292
- Income (IRS master file)
- $61,649
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $61,649 | $69,798 | $143,292 | XML |
| 990-EZ | June 2024 | $122,011 | $58,725 | $151,441 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2017 Officer: PAUL NEITZEL | June 30, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5679258).
Questions about FINANCIAL EXECUTIVES INTERNATIONAL
- What is the EIN of FINANCIAL EXECUTIVES INTERNATIONAL?
- The employer identification number (EIN) of FINANCIAL EXECUTIVES INTERNATIONAL is 20-5679258.
- Is FINANCIAL EXECUTIVES INTERNATIONAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1948.
- Are donations to FINANCIAL EXECUTIVES INTERNATIONAL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FINANCIAL EXECUTIVES INTERNATIONAL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FINANCIAL EXECUTIVES INTERNATIONAL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FINANCIAL EXECUTIVES INTERNATIONAL last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of FINANCIAL EXECUTIVES INTERNATIONAL?
- The 990-N for 2017 names PAUL NEITZEL.
- Who are the officers and directors of FINANCIAL EXECUTIVES INTERNATIONAL?
- The 990-EZ for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does FINANCIAL EXECUTIVES INTERNATIONAL have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $61,649, expenses of $69,798 and total assets of $143,292 at year end.
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