Financial Executives International, Charlotte Chapter in Charlotte, North Carolina (NC)

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Financial Executives International, Charlotte Chapter
Employer Identification Number (EIN)237366344
Name of OrganizationFinancial Executives International
Secondary NameCharlotte Chapter
In Care of NameGeorge Beckwith
AddressPO BOX 410106, Charlotte, NC 28241-0106
ActivitiesProfessional association
SubsectionBusiness League
Ruling Date10/1948
DeductibilityContributions are not deductible
FoundationAll organizations except 501(c)(3)
OrganizationAssociation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$10,000 to $24,999
Income$25,000 to $99,999
Filing Requirement990 - Required to file Form 990-N - Income less than $25,000 per year
Asset Amount$22,866
Amount of Income$29,046
Form 990 Revenue Amount$29,046


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Financial snapshot ($)

Revenue for 2014

Revenue, Expenses, and Changes in Net Assets or Fund Balances
201220132014
Total revenue$55,561$39,050$29,046
Contributions, gifts, grants, and similar amounts received$0$0$24,940
Program service revenue including government fees and contracts$49,117$34,455$4,102
Membership dues and assessments$6,440$4,592$0
Investment income$4$3$4
Gain/Loss from sale of assets other than inventory$0$0$0
Net income/loss from gaming and fundraising events$0$0$0
Gross profit/loss from sales of inventory$0$0$0
Other revenue$0$0$0
Total expenses$51,058$46,654$29,906
Total net assets$31,329$23,726$22,866
Excess/Deficit for the year$4,503$-7,604$-860
Net assets or fund balances at beginning of year$26,826$31,330$23,726
Other changes in net assets or fund balances$0$0$0
Net assets or fund balances at end of year$23,726$22,866
Balance Sheets
201220132014
Total assets$31,329$23,726$22,866
Total liabilities$0$0$0
Net assets or fund balances$31,329$23,726$22,866
Other Information
201220132014
Did the organization engage in any significant activity not previously reported to the IRS?NoNo
Were any significant changes made to the organizing or governing documents?NoNo
Did the organization have unrelated business gross income of $1,000 or more during the year from business activitiesNoNoNo
Has the organization filed a Form 990-T for the year?NoNo
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year?NoNo
Amount of political expenditures, direct or indirect$0$0
Did the organization file Form 1120-POL for this year?NoNo
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?NoNo
Total amount involved$0$0
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities$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?NoNo
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?NoNo
Reason for Public Charity Status (for 2014)
The organization is not a private foundation because it is:Not provided
Number of organizations supported0
Sum of amounts of support$0
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8Fil-Am Association Of The Triad North Carolina Usa5006 Bartley Way, Mcleansville, NC 27301-9293NC2003-08$24,678
9Fill My CupPo Box 480301, Charlotte, NC 28269NC2003-01$1,469
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11Financial Executives International, Charlotte ChapterPO BOX 410106, Charlotte, NC 28241-0106NC1948-10$29,046
12Financial Futures Foundation3800 Buncombe Dr, Greensboro, NC 27407-7326NC2008-02$16,000
13Financial Planning Association, Fpa Of Charlotte8019 Regent Park Ln, Charlotte, NC 28210-5743NC2000-09$94,233
14Financial Planning Association Of The Triangle IncP O Box 1144, Cary, NC 27512-1144NC2000-09$0
15Financial Protection Law CenterPO BOX 390, Wilmington, NC 28402-0390NC2001-08$542,329
16Finding Purpose3700 Computer Dr Ste 340, Raleigh, NC 27609-6532NC2004-01$70,132
17Fine Arts Creates Extraordinary Students At Lake Norman Inc186 Doolie Road, Mooresville, NC 28117NC2003-07$0
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19Fines Creek Community AssociationPo Box 992, Lake Junaluska, NC 28721NC1997-05$0
20Fines Creek Volunteer Fire Department Inc244 Fines Creek Rd, Clyde, NC 28721-9181NC1992-04$187,567
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralFinancial Executives International100 Crystal A Drive, Hershey, PA 17033PA1948-10$8,876,132
SubordinateFinancial Executives International, Dallas ChapterPO BOX 910367, Dallas, TX 75391-0367TX1948-10$623,170
SubordinateFinancial Executives International, Chicago Chapter216 W Jackson Blvd Ste 625, Chicago, IL 60606-6945IL1948-10$574,688
SubordinateFinancial Executives International, Silicon Valley Chapter1583 Sundown Ln, San Jose, CA 95127-4657CA1948-10$311,923
SubordinateFinancial Executives International, Washington State Chapter2150 N 107th St Ste 205, Seattle, WA 98133-9009WA1948-10$298,136
SubordinateFinancial Executives International, Boston Chapter6 Boston Rd Ste 202, Chelmsford, MA 01824-3075MA$266,759
SubordinateFinancial Executives International, Houston ChapterPO BOX 32, Bellaire, TX 77402-0032TX1933-08$221,772
SubordinateFinancial Executives International, Twin Cities ChapterPO BOX 24555, Minneapolis, MN 55424-0555MN1964-05$210,260
SubordinateFinancial Executives International, Orange County Chapter17224 Eagle Canyon Way, San Diego, CA 92127-8839CA1948-10$196,634
SubordinateFinancial Executives International, Arizona Chapter7225 W Oakland St, Chandler, AZ 85226-2433AZ1948-10$193,158
SubordinateFinancial Executives International, Detroit Chapter4251 Crescent View Dr, Tecumseh, MI 49286-8601MI1948-10$163,869
SubordinateFinancial Executives International, Colorado Chapter8055 East Tufts Ave, Denver, CO 80237-2835CO1964-05$142,853
SubordinateFinancial Executives International, Pittsburg Chapter2164 Truxton Dr, Pittsburgh, PA 15241-2230PA1948-10$138,765
SubordinateFinancial Executives International, San Diego ChapterPO BOX 13054, La Jolla, CA 92039-3054CA1969-12$137,523
SubordinateFinancial Executives International, New Jersey ChapterPO BOX 478, Botsford, CT 06404-0478CT1966-05$136,575
SubordinateFinancial Executives International, Los Angeles Chapter2118 Wilshire Blvd Ste 252, Santa Monica, CA 90403-5704CA1948-10$135,334
SubordinateFinancial Executives International, Tampa Bay ChapterPO BOX 1181, Tampa, FL 33601-1181FL1948-10$133,538
SubordinateFinancial Executives International, Fort Worth Chapter1401 Ballinger St Ste 203, Fort Worth, TX 76102-5903TX1948-10$133,054
SubordinateFinancial Executives International, San Antonio Chapter9501 Console Drive, San Antonio, TX 78229-2394TX1948-10$119,787
SubordinateFinancial Executives International, Kansas City Chapter9218 Metcalf 151, Overland Park, KS 66212-1476KS1964-05$109,846
Number of affiliated organizations
Alabama1
Arizona1
California6
Colorado1
Connecticut2
Florida4
Georgia1
Hawaii1
Iowa2
Illinois3
Indiana3
Kansas2
Kentucky1
Massachusetts1
Michigan2
Minnesota1
Missouri1
North Carolina1
Nebraska1
New Jersey12
Nevada1
New York4
Ohio5
Oklahoma2
Pennsylvania6
Rhode Island1
Tennessee4
Texas5
Virginia1
Washington1
Wisconsin3
Total80

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