Financial Executives International, Northeastern Wisconsin Chapter in Appleton, Wisconsin (WI)
Table of contents:
| Financial Executives International, Northeastern Wisconsin Chapter | |
| Employer Identification Number (EIN) | 391336007 |
| Name of Organization | Financial Executives International |
| Secondary Name | Northeastern Wisconsin Chapter |
| In Care of Name | Greg Williams |
| Address | 1205 W Cherrywood Ct, Appleton, WI 54914-7200 |
| Activities | Professional association |
| Subsection | Business League |
| Ruling Date | 10/1948 |
| Deductibility | Contributions are not deductible |
| Foundation | All organizations except 501(c)(3) |
| Organization | Association |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2014 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $75,417 |
| Amount of Income | $58,148 |
| Form 990 Revenue Amount | $58,148 |
Non-representatives - add comments:
Revenue for 2014
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | ||||
| 2011 | 2012 | 2013 | 2014 | |
|---|---|---|---|---|
| Total revenue | $53,064 | $52,991 | $57,291 | $58,148 |
| Contributions, gifts, grants, and similar amounts received | $24,500 | $25,000 | $25,000 | $25,000 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 | $0 |
| Membership dues and assessments | $28,490 | $27,880 | $31,690 | $33,025 |
| Investment income | $74 | $111 | $101 | $123 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 | $0 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $500 | $0 |
| Total expenses | $37,612 | $42,754 | $56,939 | $52,750 |
| Total net assets | $59,430 | $69,667 | $70,019 | $75,417 |
| Excess/Deficit for the year | $15,452 | $10,237 | $352 | $5,398 |
| Net assets or fund balances at beginning of year | $43,978 | $59,430 | $69,667 | $70,019 |
| Other changes in net assets or fund balances | $0 | $0 | $0 | $0 |
| Net assets or fund balances at end of year | $69,667 | $70,019 | $75,417 | |
| Balance Sheets | ||||
| 2011 | 2012 | 2013 | 2014 | |
|---|---|---|---|---|
| Total assets | $59,430 | $69,667 | $70,019 | $75,417 |
| Total liabilities | $0 | $0 | $0 | $0 |
| Net assets or fund balances | $59,430 | $69,667 | $70,019 | $75,417 |
| Other Information | ||||
| 2011 | 2012 | 2013 | 2014 | |
|---|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | No | |
| Total amount involved | $0 | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | No | |
| Reason for Public Charity Status (for 2014) | |
| The organization is not a private foundation because it is: | Not provided |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
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| Other organizations in Wisconsin | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Fifth Street Yacht Club Of Racine Inc | 761 Marquette St, Racine, WI 53404-3329 | WI | 1973-06 | $131,898 |
| 2 | Fighting Back Inc | 1300 N Jackson Street, Milwaukee, WI 53202 | WI | 1997-04 | $925,599 |
| 3 | Fighting Bob Incorporated | 48 Oak Creek Trl, Madison, WI 53717-1510 | WI | 2004-01 | $54,692 |
| 4 | Figure Foundation | PO BOX 91, Gays Mills, WI 54631-0091 | WI | 2003-06 | $319,941 |
| 5 | Figureheads Inc | 3247 N Booth St, Milwaukee, WI 53212-2135 | WI | 2007-04 | $93,456 |
| 6 | Filene Research Institute Inc | 612 W Main St Ste 105, Madison, WI 53703-4721 | WI | 1990-08 | $5,230,027 |
| 7 | Filippa Dibella Foundation Ltd | 9806 W Morgan Ave, Milwaukee, WI 53228-1344 | WI | 2004-01 | $70 |
| 8 | Fillmore Fire Department | 8485 Trading Post Trail, West Bend, WI 53090 | WI | 2002-09 | $131,812 |
| 9 | Film Wisconsin Inc | PO BOX 93, Waunakee, WI 53597 | WI | 2008-08 | $8,522 |
| 10 | Financial Executives International, Milwaukee Chapter | W175 N1117 Stonewood Dr Ste 204, Germantown, WI 53022 | WI | 1948-10 | $67,196 |
| 11 | Financial Executives International, Northeastern Wisconsin Chapter | 1205 W Cherrywood Ct, Appleton, WI 54914-7200 | WI | 1948-10 | $58,148 |
| 12 | Financial Information & Service Center Inc, Consumer Credit Counseling Service | 1800 Appleton Road, Menasha, WI 54952-3727 | WI | 1985-08 | $952,860 |
| 13 | Financial Planning Association, Fpa Of Southern Wisconsin | 6949 N 100th St, Milwaukee, WI 53224-4519 | WI | 2000-09 | $106,970 |
| 14 | Findorff Foundation Inc | 300 S Bedford St, Madison, WI 53703-3622 | WI | 1964-03 | $1 |
| 15 | Finnigan Werra Foundation Inc | 14180 Providence Ln, Brookfield, WI 53005-7930 | WI | 2006-03 | $14,502 |
| 16 | Fire Bell Club Inc Attn David Gallenbeck | 906 Rue De Senonches, Horicon, WI 53032 | WI | 1992-03 | $13,459 |
| 17 | Fire Department Credit Union | 505 Clinton St, Green Bay, WI 54303-1537 | WI | 1971-04 | $0 |
| 18 | Fire Department Credit Union | 3326 Tower Ave, Superior, WI 54880-5331 | WI | 1971-04 | $66,899 |
| 19 | Fire Fighters 1021 - Marshfield | 514 E 4th Street, Marshfield, WI 54449 | WI | 2001-10 | $39,586 |
| 20 | Fire Fighters Local 311 Post Retirement Benefits Tr, Spartz Lionel Ttee | 821 Williamson St, Madison, WI 53703-3547 | WI | 1999-04 | $793,091 |
| 20 biggest affiliated organizations | |||||
| Affiliation | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| Central | Financial Executives International | 100 Crystal A Drive, Hershey, PA 17033 | PA | 1948-10 | $8,876,132 |
| Subordinate | Financial Executives International, Dallas Chapter | PO BOX 910367, Dallas, TX 75391-0367 | TX | 1948-10 | $623,170 |
| Subordinate | Financial Executives International, Chicago Chapter | 216 W Jackson Blvd Ste 625, Chicago, IL 60606-6945 | IL | 1948-10 | $574,688 |
| Subordinate | Financial Executives International, Silicon Valley Chapter | 1583 Sundown Ln, San Jose, CA 95127-4657 | CA | 1948-10 | $311,923 |
| Subordinate | Financial Executives International, Washington State Chapter | 2150 N 107th St Ste 205, Seattle, WA 98133-9009 | WA | 1948-10 | $298,136 |
| Subordinate | Financial Executives International, Boston Chapter | 6 Boston Rd Ste 202, Chelmsford, MA 01824-3075 | MA | $266,759 | |
| Subordinate | Financial Executives International, Houston Chapter | PO BOX 32, Bellaire, TX 77402-0032 | TX | 1933-08 | $221,772 |
| Subordinate | Financial Executives International, Twin Cities Chapter | PO BOX 24555, Minneapolis, MN 55424-0555 | MN | 1964-05 | $210,260 |
| Subordinate | Financial Executives International, Orange County Chapter | 17224 Eagle Canyon Way, San Diego, CA 92127-8839 | CA | 1948-10 | $196,634 |
| Subordinate | Financial Executives International, Arizona Chapter | 7225 W Oakland St, Chandler, AZ 85226-2433 | AZ | 1948-10 | $193,158 |
| Subordinate | Financial Executives International, Detroit Chapter | 4251 Crescent View Dr, Tecumseh, MI 49286-8601 | MI | 1948-10 | $163,869 |
| Subordinate | Financial Executives International, Colorado Chapter | 8055 East Tufts Ave, Denver, CO 80237-2835 | CO | 1964-05 | $142,853 |
| Subordinate | Financial Executives International, Pittsburg Chapter | 2164 Truxton Dr, Pittsburgh, PA 15241-2230 | PA | 1948-10 | $138,765 |
| Subordinate | Financial Executives International, San Diego Chapter | PO BOX 13054, La Jolla, CA 92039-3054 | CA | 1969-12 | $137,523 |
| Subordinate | Financial Executives International, New Jersey Chapter | PO BOX 478, Botsford, CT 06404-0478 | CT | 1966-05 | $136,575 |
| Subordinate | Financial Executives International, Los Angeles Chapter | 2118 Wilshire Blvd Ste 252, Santa Monica, CA 90403-5704 | CA | 1948-10 | $135,334 |
| Subordinate | Financial Executives International, Tampa Bay Chapter | PO BOX 1181, Tampa, FL 33601-1181 | FL | 1948-10 | $133,538 |
| Subordinate | Financial Executives International, Fort Worth Chapter | 1401 Ballinger St Ste 203, Fort Worth, TX 76102-5903 | TX | 1948-10 | $133,054 |
| Subordinate | Financial Executives International, San Antonio Chapter | 9501 Console Drive, San Antonio, TX 78229-2394 | TX | 1948-10 | $119,787 |
| Subordinate | Financial Executives International, Kansas City Chapter | 9218 Metcalf 151, Overland Park, KS 66212-1476 | KS | 1964-05 | $109,846 |
| Number of affiliated organizations | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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