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Financial Executives International

Boston Chapter

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$279k (2023)

Expenses
$302k (2023)

Total Assets
$227k (2023)

Total Liabilities
$13.5k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$278,933
Expenses
$301,729
Net Income
-$22,796
Net Assets
$213,144
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $278,805
100.0%
Investment Income $128
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $226,638
Total Liabilities $13,494
Net Assets $213,144
Compensation
Key Employees and Officers Compensation Related Other
Allison Lotzkar (Executive Director) $38,866 $0 $0
Dalyte Kodzis (Chapter Administrator) $13,500 $0 $0
Donna Desmond (Partners Chair) $0 $0 $0
Mark B Synnott (Membership Co Chair) $0 $0 $0
David Lawson (Programs Co Chair) $0 $0 $0
Alan Faber (Director Emeritus) $0 $0 $0
Todd Spencer (Programs Co Chair) $0 $0 $0
Mary Lambert (Academic Relations Co Chair) $0 $0 $0
Beth Kurth (Nominating Chair) $0 $0 $0
Jim Mcinnis (Membership Co Chair) $0 $0 $0
Dave Sackett (Academic Relations Co Chair) $0 $0 $0
Christopher Caprio (President) $0 $0 $0
Glen Bunnell (Vice President) $0 $0 $0
Priya Chanduraj (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$208,512
Expenses
$218,373
Net Income
-$9,861
Net Assets
$235,940
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $206,627
99.1%
Investment Income $760
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,125
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $253,589
Total Liabilities $17,649
Net Assets $235,940
Compensation
Key Employees and Officers Compensation Related Other
David Lawson (Programs Co Chair) $0 $0 $0
Donna Desmond (Partners Chair) $0 $0 $0
Mark B Synnott (Membership Co Chair) $0 $0 $0
Todd Spencer (Programs Co Chair) $0 $0 $0
Dalyte Kodzis (Chapter Administrator) $0 $0 $0
Allison Lotzkar (Executive Director) $0 $0 $0
Alan Faber (Director Emeritus) $0 $0 $0
Mary Lambert (Academic Relations Co Chair) $0 $0 $0
Beth Kurth (Nominating Chair) $0 $0 $0
Jim Mcinnis (Membership Co Chair) $0 $0 $0
Dave Sackett (Academic Relations Co Chair) $0 $0 $0
Christopher Caprio (President) $0 $0 $0
Glen Bunnell (Vice President) $0 $0 $0
Priya Chanduraj (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$170,348
Expenses
$151,902
Net Income
$18,446
Net Assets
$244,612
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $170,276
100.0%
Investment Income $72
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $279,891
Total Liabilities $35,279
Net Assets $244,612
Compensation
Key Employees and Officers Compensation Related Other
Beth Kurth (President) $0 $0 $0
Chris Caprio (Vice President) $0 $0 $0
Bill Welch (Treasurer) $0 $0 $0
Priya Chanduraj (Secretary) $0 $0 $0
Paul Ryan (Past President) $0 $0 $0
Glen Bunnell (Director) $0 $0 $0
Dave Lawson (Director) $0 $0 $0
Todd Spencer (Director) $0 $0 $0
Donna Desmond (Director) $0 $0 $0
Scott Crowley (Director) $0 $0 $0
Jim Mc Innis (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$191,069
Expenses
$184,769
Net Income
$6,300
Net Assets
$225,796
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $191,031
100.0%
Investment Income $38
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $374,579
Total Liabilities $148,783
Net Assets $225,796
Compensation
Key Employees and Officers Compensation Related Other
Jack Sheehan (President) $0 $0 $0
Al Faber (Vice Preside) $0 $0 $0
Paul Ryan (Vice Preside) $0 $0 $0
Dave Sackett (Treasurer) $0 $0 $0
Beth Kurth (Secretary) $0 $0 $0
Rick Melnick (Past Preside) $0 $0 $0
Chris Caprio (Director) $0 $0 $0
Dave Stuer (Director) $0 $0 $0
Priya Chanduraj (Director) $0 $0 $0
Karen Edlund (Director) $0 $0 $0
Glen Bunnell (Director) $0 $0 $0
Bill Welch (Director) $0 $0 $0
Scott Crowley (Director) $0 $0 $0
Mary Lambert (Director) $0 $0 $0
Maura Hughes (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$229,078
Expenses
$202,620
Net Income
$26,458
Net Assets
$219,496
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $229,041
100.0%
Investment Income $37
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $362,297
Total Liabilities $142,801
Net Assets $219,496
Compensation
Key Employees and Officers Compensation Related Other
Rick Melnick (President) $0 $0 $0
Al Faber (Vice President) $0 $0 $0
Jack Sheehan (Vice President) $0 $0 $0
Paul Ryan (Treasurer) $0 $0 $0
Loretta Keene (Secretary) $0 $0 $0
John Rogol (Chair Nominating) $0 $0 $0
Dave Sackett (Co Chair Membership & Involvement) $0 $0 $0
Bill Welch (Co Chair Membership & Involvement) $0 $0 $0
Will Oliver (Co Chair Professional Development) $0 $0 $0
Priya Chanduraj (Co Chair Professional Development) $0 $0 $0
Maura Hughes (Co Chair Partners Program) $0 $0 $0
Mary Lambert (Co Chair Partners Program) $0 $0 $0
Sue Gorman (Co Chair Diversity) $0 $0 $0
Kim Gazzola (Co Chair Diversity) $0 $0 $0
Karen Edlund (Co Chair Diversity) $0 $0 $0
Chris Caprio (Chair Programs) $0 $0 $0
Dave Stuer (Chair Career Services) $0 $0 $0
Donna Desmond (Chair Academic Relations) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$227,707
Expenses
$213,785
Net Income
$13,922
Net Assets
$193,038
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $227,669
100.0%
Investment Income $38
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $338,038
Total Liabilities $145,000
Net Assets $193,038
Compensation
Key Employees and Officers Compensation Related Other
John Rogol (President) $0 $0 $0
Alan Faber (Vice President) $0 $0 $0
Richard Melnick (Vice President/Treasurer) $0 $0 $0
Loretta Keene (Secretary) $0 $0 $0
Tim Coakley (Chair Nominating) $0 $0 $0
Dave Sackett (Chair Membership) $0 $0 $0
James Jarrett (Chair Professional Develop) $0 $0 $0
Maura Hughes (Chair Partners) $0 $0 $0
Trisha Filiponne (Chair Diversity) $0 $0 $0
Paul Ryan (Chair Programs) $0 $0 $0
Jack Sheehan (Chair Career Services) $0 $0 $0
Donna Desmond (Chair Academic Relations) $0 $0 $0
Greg Bielski (Chair Membership Involveme) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$211,434
Expenses
$233,627
Net Income
-$22,193
Net Assets
$179,116
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $209,643
99.2%
Investment Income $41
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $1,750
0.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $334,801
Total Liabilities $155,685
Net Assets $179,116
Compensation
Key Employees and Officers Compensation Related Other
Timothy Coakley (President) $0 $0 $0
Alan Faber (Vice President) $0 $0 $0
John Rogol (Vice President) $0 $0 $0
Kevin Coffey (Treasurer) $0 $0 $0
Richard Melnick (Secretary) $0 $0 $0
Edward Keefe (Chair Nominating) $0 $0 $0
Dave Sackett (Chair Membership) $0 $0 $0
James Jarrett (Chair Professional Development) $0 $0 $0
Kathy Coehlo (Chair Special Events) $0 $0 $0
Mario Cornacchio (Chair Partners) $0 $0 $0
Trisha Filiponne (Chair Diversity) $0 $0 $0
Paul Ryan (Chair Programs) $0 $0 $0
Jim Reilly (Chair Career Services) $0 $0 $0
Donna Desmond (Chair Academic Relations) $0 $0 $0
Charles Goodrich (Chair Communications) $0 $0 $0
Greg Bielski (Chair Membership Involvement) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$266,902
Expenses
$252,375
Net Income
$14,527
Net Assets
$201,309
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,313
2.4%
Program Services $260,546
97.6%
Investment Income $43
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $355,263
Total Liabilities $153,954
Net Assets $201,309
Compensation
Key Employees and Officers Compensation Related Other
Edward Keefe (President) $0 $0 $0
Timothy Coakley (Vice President) $0 $0 $0
Alan Faber (Vice President) $0 $0 $0
John Rogol (Treasurer) $0 $0 $0
Kevin Coffey (Secretary) $0 $0 $0
Susan Gorman (Nominating Chair) $0 $0 $0
Dave Sackett (Chair Membership) $0 $0 $0
Linda Chateauneuf (Chair Professional Development) $0 $0 $0
Kathy Coehlo (Chair Special Events) $0 $0 $0
Mario Cornacchio (Chair Partners) $0 $0 $0
Daniel Plowden (Chair Programs) $0 $0 $0
Jim Reilly (Chair Career Services) $0 $0 $0
Richard Melnick (Chair Academic Relations) $0 $0 $0
Charles Goodrich (Chair Communications) $0 $0 $0
Greg Bielski (Chair Membership Involvement) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$333,792
Expenses
$324,361
Net Income
$9,431
Net Assets
$186,782
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $333,536
99.9%
Investment Income $256
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $322,862
Total Liabilities $136,080
Net Assets $186,782
Compensation
Key Employees and Officers Compensation Related Other
Susan L Gorman (President) $0 $0 $0
Alan Farber (Vice President) $0 $0 $0
Edward Keefe (Vice President) $0 $0 $0
Timothy Coakley (Treasurer) $0 $0 $0
John Rogol (Secretary) $0 $0 $0
Richard Melnick (Director) $0 $0 $0
Bruce Bernier (Director) $0 $0 $0
Michael Simons (Director) $0 $0 $0
Charles Goodrich (Director) $0 $0 $0
Kevin Coffey (Director) $0 $0 $0
Mary Ellen Morris (Director) $0 $0 $0
Marci Lerner (Director) $0 $0 $0
Robert Brace (Director) $0 $0 $0
Rahoul Banerjea (Director) $0 $0 $0
Karen Edlund (Director) $0 $0 $0
Dan Plowden (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$266,759
Expenses
$263,141
Net Income
$3,618
Net Assets
$177,351
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $263,399
98.7%
Investment Income $360
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $3,000
1.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $329,464
Total Liabilities $152,113
Net Assets $177,351

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$300,811
Expenses
$298,465
Net Income
$2,346
Net Assets
$173,733
Notable Sources of Revenue Percent of Total Revenue
Contributions $43,358
14.4%
Program Services $256,850
85.4%
Investment Income $603
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $203,733
Total Liabilities $30,000
Net Assets $173,733

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$265,169
Expenses
$288,903
Net Income
-$23,734
Net Assets
$171,387
Notable Sources of Revenue Percent of Total Revenue
Contributions $47,915
18.1%
Program Services $216,785
81.8%
Investment Income $469
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $302,347
Total Liabilities $130,960
Net Assets $171,387

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$296,642
Expenses
$373,632
Net Income
-$76,990
Net Assets
$196,789
Notable Sources of Revenue Percent of Total Revenue
Contributions $48,568
16.4%
Program Services $247,095
83.3%
Investment Income $979
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $196,789
Total Liabilities $0
Net Assets $196,789

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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