2023-11-06T12:00:32-06:00 2023-06-30 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2022-07-01 475282955 Financial Executives International Twin Cities Chapter Inc FINA 6125121680 PO Box 24555 Minneapolis MN 554240555 Melissa White Treasurer 6125121680 2023-10-31 1 Melissa White 999009999 1 Deb Nelson CPA P01264758 6122536500 2023-10-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Melissa White PO Box 24555 Minneapolis MN 554240555 220900 0 1036 X www.feitwincities.com X 2015 MN To advance the success of senior level financial executives, their organizations, & the profession. 18 18 0 35 0 0 191479 169500 95005 51399 2 1 0 0 286486 220900 8700 8700 0 0 0 0 0 0 0 241581 300443 250281 309143 36205 -88243 432547 334626 101383 91705 331164 242921 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 35-75 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 18 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X Melissa White 6129615206 PO Box 24555 Minneapolis MN 55424 X Brad Pappas Executive Director 40.00 X 115406 0 0 Brian Volkmann 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 George Boyadjis VP Membership 10.00 X X 0 0 0 Gary Perkins VP Board Development 10.00 X X 0 0 0 Rachel Rice VP Marketing & Communication 10.00 X X 0 0 0 Todd Hollands VP Strategic Partnerships (July-Dec) 10.00 X X 0 0 0 Judy Wright VP Diversity, Equity & Inclusion 10.00 X X 0 0 0 Tom Neitzke VP Strategic Partnerships 10.00 X X 0 0 0 Anita Moulton-Past President & Board Gov. and Nominating Chair 10.00 X X 0 0 0 Joe Clements Strategic Plan Initatives 10.00 X 0 0 0 Joseph Housman Career Management Chair (July-Dec) 10.00 X 0 0 0 Andrea Lewis Programs Chair (July) 10.00 X 0 0 0 Jill Nussbaum Programs & Professional Development Chair 10.00 X 0 0 0 Dave Rust Membership Recruitment Co-Chair 10.00 X 0 0 0 Jared Brandt Strategic Partners (July-Dec) 10.00 X 0 0 0 Shayne Wilwert Trusted Peer Group 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 David Moe Corp Membership Chair 10.00 X 0 0 0 Eric Mitchellette Career Services Chair 10.00 X 0 0 0 Karen Blacik - Co-Chair Membership Engagement & Retention 10.00 X 0 0 0 115406 0 0 1 0 0 1 0 169500 169500 Membership Revenue 900099 27399 27399 Chapter Events 900099 24000 24000 51399 1 1 220900 51399 0 1 X 8700 1346 11931 156158 11233 2504 8155 5511 Program Events 76855 Chapter Event Expenses 26000 Business Expenses 750 309143 392841 306851 19340 12015 14716 719 5650 15041 432547 334626 40033 46235 61350 45470 101383 91705 X 0 0 0 0 331164 242921 331164 242921 432547 334626 -88243 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 115406 0 0 0 0 0 0 0 0 0 115406 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 2022 expenses reimbursed totalled $115,406 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 2022 expenses reimbursed totalled $115,406 and are reported on Line 11g of the Statement of Functional Expenses. Form 990, Part IX, line 11g Executive Director Services 115,406. Administrative Services 27,203. Outside Contract Services 12,894. National Billing Fees 655.