Financial Executives International

Nonprofit profile at a glance

EIN
391336007
IRS 990-EZ coverage
2021–2025
Forms available
Form 990-EZ 2025
Location
Appleton, WI, USA
Phone
9205409519
Rating
37
Verdict
REVIEW
Rating confidence
Moderate

Reported finances

Revenue
$127,127
Expenses
$121,734
Assets
$202,301
Liabilities
$12,000

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

21 people listed

Executive titles in this filing

  • Joe Rossmeissl (Chapter President, Programs Committee Chair & Executive Committee Member)
  • Jeff Keltesch (President Elect, Professional Development Committee Chair & Executive Committee Member)

People named in this filing

  • Aaron Smits (Nominations Committee Chair & Executive Committee Member)
  • Beth Heinen (Member Retention & Engagement Committee Co-Chair)
  • Bill Lepley (Academic Relations Committee Co-Chair)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Education for Financial Executives

What it reported doing in 2025

Provided education, programming, and CPE for financial executives in the area in a variety of formats.

Operating model

Revenue model
Donor-supported. 84% of the money available for current operations came from contributions and gifts.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

REVIEW - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 82
  • Sustainability: 46
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 4.2%; rating input score 43; 43rd percentile among comparable filings
  • Total-asset coverage ratio: 1.66; rating input score 74; 74th percentile among comparable filings
  • Liabilities to assets ratio: 0.06; rating input score 24; 24th percentile among comparable filings
  • Officer compensation ratio: 44.2%; rating input score 7; 7th percentile among comparable filings

Growth

  • Program expense growth: -68.6% per year; rating input score 0; 4th percentile among comparable filings
  • Revenue growth: 0.9% per year; rating input score 100; 22nd percentile among comparable filings
  • Asset growth: -1.9% per year; rating input score 0; 21st percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 21 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 1 filed schedules
  • Filing history: 5 filing years from 2021 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 43/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 7/100.
  • High — Sustainability: Liabilities to assets ratio scored 24/100.