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Financial Executives International

Louisville 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
$59.5k (2024)

Expenses
$50.8k (2024)

Total Assets
$117k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$59,468
Expenses
$50,833
Net Income
$8,635
Net Assets
$116,660
Notable Sources of Revenue Percent of Total Revenue
Contributions $58,125
97.7%
Program Services $0
Investment Income $1,343
2.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $116,660
Total Liabilities $0
Net Assets $116,660
Compensation
Key Employees and Officers Compensation Other
Matthew Monteiro (Strategic Partnerships Chair) $0 $0
David Lewis (Treasurer (Retired)) $0 $0
Doug Wickenheiser (Secretary, Membership Chair) $0 $0
David Kozal (Programming Chair) $0 $0
Bill Stout (Academic Relations Chair) $0 $0
Jim Schildt (Strategic Partnerships Co Chair) $0 $0
Bill Ferko (Career Services Chair) $0 $0
Uric Dufrene (President) $0 $0
Zachary Taylor (Treasurer) $0 $0
Michael Chase (Director) $0 $0
Katrina Green (Director) $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$61,833
Expenses
$58,552
Net Income
$3,281
Net Assets
$108,025
Notable Sources of Revenue Percent of Total Revenue
Contributions $58,750
95.0%
Program Services $3,083
5.0%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $108,025
Total Liabilities $0
Net Assets $108,025
Compensation
Key Employees and Officers Compensation Other
Matthew Monteiro (Strategic Partnerships Chair) $0 $0
David Lewis (Treasurer) $0 $0
Doug Wickenheiser (Secretary) $0 $0
David Kozal (Programming Chair) $0 $0
Bill Stout (Academic Relations Chair) $0 $0
Jim Schildt (President) $0 $0
Bill Ferko (Career Services Chair) $0 $0
Uric Dufrene (President Elect) $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$67,144
Expenses
$58,369
Net Income
$8,775
Net Assets
$104,744
Notable Sources of Revenue Percent of Total Revenue
Contributions $58,963
87.8%
Program Services $8,175
12.2%
Investment Income $6
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $104,744
Total Liabilities $0
Net Assets $104,744
Compensation
Key Employees and Officers Compensation Other
Matthew Monteiro (President) $0 $0
David Lewis (Treasurer) $0 $0
Doug Wickenheiser (Secretary) $0 $0
David Kozal (Programming Chair) $0 $0
Bill Stout (Academic Relations Chair) $0 $0
Jim Schildt (Membership Chair) $0 $0
Bill Ferko (Career Services Chair) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$61,493
Expenses
$41,023
Net Income
$20,470
Net Assets
$95,969
Notable Sources of Revenue Percent of Total Revenue
Contributions $61,449
99.9%
Program Services $0
Investment Income $44
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $95,969
Total Liabilities $0
Net Assets $95,969

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$58,192
Expenses
$37,172
Net Income
$21,020
Net Assets
$75,499
Notable Sources of Revenue Percent of Total Revenue
Contributions $57,967
99.6%
Program Services $0
Investment Income $47
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $75,499
Total Liabilities $0
Net Assets $75,499

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$69,672
Expenses
$68,955
Net Income
$717
Net Assets
$54,479
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,425
93.9%
Program Services $0
Investment Income $47
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $54,479
Total Liabilities $0
Net Assets $54,479

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$44,550
Expenses
$50,365
Net Income
-$5,815
Net Assets
$53,762
Notable Sources of Revenue Percent of Total Revenue
Contributions $35,000
78.6%
Program Services $0
Investment Income $47
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $53,762
Total Liabilities $0
Net Assets $53,762

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$52,213
Expenses
$49,597
Net Income
$2,616
Net Assets
$59,577
Notable Sources of Revenue Percent of Total Revenue
Contributions $44,167
84.6%
Program Services $0
Investment Income $46
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $59,577
Total Liabilities $0
Net Assets $59,577

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$47,412
Expenses
$44,382
Net Income
$3,030
Net Assets
$56,961
Notable Sources of Revenue Percent of Total Revenue
Contributions $38,666
81.6%
Program Services $0
Investment Income $46
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $56,961
Total Liabilities $0
Net Assets $56,961

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$37,830
Expenses
$49,959
Net Income
-$12,129
Net Assets
$53,931
Notable Sources of Revenue Percent of Total Revenue
Contributions $28,000
74.0%
Program Services $0
Investment Income $30
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $53,931
Total Liabilities $0
Net Assets $53,931

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$31,026
Expenses
$33,410
Net Income
-$2,384
Net Assets
$66,060
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,000
64.5%
Program Services $0
Investment Income $68
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $66,060
Total Liabilities $0
Net Assets $66,060

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$46,601
Expenses
$36,286
Net Income
$10,315
Net Assets
$68,444
Notable Sources of Revenue Percent of Total Revenue
Contributions $35,000
75.1%
Program Services $0
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $68,444
Total Liabilities $0
Net Assets $68,444

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$44,645
Expenses
$27,955
Net Income
$16,690
Net Assets
$58,129
Notable Sources of Revenue Percent of Total Revenue
Contributions $31,000
69.4%
Program Services $0
Investment Income $1,166
2.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $58,129
Total Liabilities $0
Net Assets $58,129

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$40,259
Expenses
$35,961
Net Income
$4,298
Net Assets
$41,439
Notable Sources of Revenue Percent of Total Revenue
Contributions $26,333
65.4%
Program Services $0
Investment Income $1,167
2.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $41,439
Total Liabilities $0
Net Assets $41,439

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
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

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.

API

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