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← FINANCIAL EXECUTIVES INTERNATIONAL

Form 990-EZ for tax year 2022

Filed by FINANCIAL EXECUTIVES INTERNATIONAL.

Totals

Total revenue
$57,040
Total expenses
$98,627
Contributions and grants received
$55,000
Grants paid
$13,000
Program service revenue
not reported
Membership dues (line 3)
$1,990
Investment income (line 4)
$50
Gain or loss on sale of assets (line 5c)
$0
Gaming and fundraising events, net (line 6d)
$0
Gross profit on inventory sales (line 7c)
$0
Other revenue (line 8)
not reported
Total assets, end of year
$41,976
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
$41,976
Program service expenses (Part III)
$85,627

Program services were 86.8% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

Mission and programs · 2022

Primary exempt purpose

The San Diego Chapter of FEI provided professional education for financial executives by arranging expert speakers from industry academia and government as well as incidental peer interaction.

  • Recurring Professional Education and Meetings

    Expenses $85,627

  • Scholarships to future finance leaders who are currently enrolled in undergraduate or graduate programs

    Grants $5,000

  • Sponsoring community fundraising efforts that align with FEI's education and support objectives

    Grants $8,000

As filed on the 2022 return.

Listed in Part IV

  • Dan Reynolds

    President

    Total calculated
    $0
    Hours/week
    2

  • Karen Jordan

    Past President VP Strategic Partnerships

    Total calculated
    $0
    Hours/week
    2

  • Donne Poole

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Sally Roberts

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Diane Pattison

    VP Academic Relations

    Total calculated
    $0
    Hours/week
    2

  • Rick Dahlseld

    VP Career Services

    Total calculated
    $0
    Hours/week
    2

  • John Lomoro

    VP Strategic Partnerships

    Total calculated
    $0
    Hours/week
    2

  • Dan Brockman

    VP Community Relations

    Total calculated
    $0
    Hours/week
    2

  • James Deiotte

    VP Memberships

    Total calculated
    $0
    Hours/week
    2

  • Carolyn Winship

    VP Memberships

    Total calculated
    $0
    Hours/week
    2

  • Nikhil Varaiya

    VP Programs - PD Sessions

    Total calculated
    $0
    Hours/week
    2

  • Lana Radchenko

    VP Programs

    Total calculated
    $0
    Hours/week
    2

  • Scott Brickner

    VP Special Events

    Total calculated
    $0
    Hours/week
    2

  • Titjana Howard

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Rios

    VP Memberships

    Total calculated
    $0
    Hours/week
    2

  • Ed Lake

    VP Programs

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990_ez
Tax year
2022
Filed
21 August 2023
IRS schema version
2022v5.0
Source object
202332339349200403

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