2023-08-14T11:19:14-05:00 2023-06-30 900525804 SAVILLE CPAS AND ADVISORS LLC 700 NORTH PEARL STREET SUITE 1900 DALLAS TX 75201 990 2022-07-01 756038085 FINANCIAL EXECUTIVES INTERNATIONAL - DALLAS CHAPTER FINA 2147898999 PO BOX 801363 DALLAS TX 75380 JAY SMITH PRESIDENT 2147898999 2023-08-02 1 JAY SMITH 999009999 0 NANCY K JARIS CPA P00158803 2149229727 2023-07-24 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JIM HOWE PO BOX 801363 DALLAS TX 75380 722287 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. 41 41 0 81 0 0 692440 717892 0 0 5 3115 430 1280 692875 722287 400 0 0 0 101398 105415 0 0 0 546745 695583 648543 800998 44332 -78711 684255 599435 7609 1500 676646 597935 X FINANCIAL EXECUTIVES INTERNATIONAL'S (FEI) MISSION IS TO ADVANCE THE SUCCESS OF SENIOR-LEVEL FINANCIAL EXECUTIVES, THEIR ORGANIZATIONS, AND THE PROFESSION. 0 0 256978 CHAPTER MEETINGS TO PROVIDE A LOCAL FORUM FOR CONNECTING WITH PEERS. 133785 WINTER AND SPRING SOCIALS. 21354 FINANCIAL EXECUTIVE EXPERIENCE SHADOWING PROGRAM TO PROVIDE COLLEGE STUDENTS WITH AN OPPORTUNITY TO EXPERIENCE A DAY IN THE LIFE OF A FINANCIAL PROFESSIONAL. 205027 1280 ALL OTHER PROGRAM SERVICES 205027 1280 617144 0 1 0 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 1 X 7 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 41 41 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 JAY SMITH PRESIDENT 5.00 X 0 0 0 JIM FARRELL FIRST VP (PROGRAMS) 5.00 X 0 0 0 TOM BEITEL SECOND VP (MEMBERSHIP) 5.00 X 0 0 0 MIGUEL MOLINA SECRETARY/TREASURER 5.00 X 0 0 0 0 0 0 0 0 0 0 0 142958 574934 717892 3115 3115 MISCELLANEOUS 900099 1280 1280 1280 722287 1280 0 3115 X 97290 97290 407 407 7718 7718 23033 23033 32063 32063 3198 3198 427 427 CHAPTER MEETING EXPENSE 256978 256978 BRANDING AND MARKETING 90709 90709 SOCIAL-SPRING 69622 69622 SOCIAL-WINTER 64163 64163 155390 135672 19718 800998 617144 183854 0 670678 241318 5002 358117 8575 0 684255 599435 7609 1500 7609 1500 X 676646 597935 676646 597935 684255 599435 -78711 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 PREPAID EXPENSE 1500 1500 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 UNIVERSITY PROGRAMS: PROGRAM SERVICE EXPENSES 27,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,000. FINANCIAL EXECUTIVE EXPERIENCE: PROGRAM SERVICE EXPENSES 21,354. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,354. DIRECTORY: PROGRAM SERVICE EXPENSES 17,377. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,377. FEES TO FEI NATIONAL & FERF: PROGRAM SERVICE EXPENSES 14,603. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,603. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,689. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,689. FEI NATIONAL EVENTS: PROGRAM SERVICE EXPENSES 9,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,000. BOARD MEETINGS AND RETREATS: PROGRAM SERVICE EXPENSES 8,287. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,287. SPONSORSHIP EXPENSE: PROGRAM SERVICE EXPENSES 8,201. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,201. EXTERNAL RELATIONS: PROGRAM SERVICE EXPENSES 7,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,000. PEER GROUPS: PROGRAM SERVICE EXPENSES 6,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,750. SPECIAL INTEREST GROUPS: PROGRAM SERVICE EXPENSES 6,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,750. TECHNOLOGY EVENT: PROGRAM SERVICE EXPENSES 4,536. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,536. AUTO: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,990. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,990. BANK SERVICE CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,049. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,049. OTHER PROGRAM EXPENSES: PROGRAM SERVICE EXPENSES 2,253. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,253. TELEPHONE AND INTERNET: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,220. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,220. STORAGE: PROGRAM SERVICE EXPENSES 1,124. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,124. MEMBERSHIP SERVICES: PROGRAM SERVICE EXPENSES 944. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 944. NEWSLETTER: PROGRAM SERVICE EXPENSES 493. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 493. ACCOUNTING SOFTWARE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 381. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 381. COMPUTER EQUIPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 243. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 243. POSTAGE/DELIVERY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 77. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 77. OTHER ADMIN EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 69. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69.