Form 990-EZ for tax year 2024
Filed by FINANCIAL EXECUTIVES INTERNATIONAL.
Totals
- Total revenue
- $82,986
- Total expenses
- $63,184
- Contributions and grants received
- $71,500
- Grants paid
- $6,000
- Program service revenue
- not reported
- Membership dues (line 3)
- $11,477
- Investment income (line 4)
- $9
- Gain or loss on sale of assets (line 5c)
- not reported
- Gaming and fundraising events, net (line 6d)
- not reported
- Gross profit on inventory sales (line 7c)
- not reported
- Other revenue (line 8)
- not reported
- Total assets, end of year
- $68,312
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- $68,312
- Program service expenses (Part III)
- $35,495
Program services were 56.2% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.
Mission and programs · 2024
Primary exempt purpose
The San Diego Chapter of FEI provides 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 $29,495
-
Scholarships to future finance leaders who are currently enrolled in undergraduate or graduate programs
Expenses $3,000
-
Sponsoring community fundraising efforts that align with FEI's education and support objectives
Expenses $3,000
As filed on the 2024 return.
Listed in Part IV
-
Dan Reynolds
President
- Total calculated
- $0
- Hours/week
- 1
-
Sally Roberts
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Karen Jordan
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Rick Dahlseid
VP Career Services
- Total calculated
- $0
- Hours/week
- 1
-
James Deoitte
VP Memberships
- Total calculated
- $0
- Hours/week
- 1
-
John Lomoro
VP Strategic Partnerships
- Total calculated
- $3
- Compensation
- $1
- Benefit plans
- $1
- Expense account
- $1
- Hours/week
- 1
-
Ed Lake
VP Programs
- Total calculated
- $0
- Hours/week
- 1
-
Jeff Wang
VP Academic Relations
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer Rios
VP Memberships
- Total calculated
- $0
- Hours/week
- 1
-
Nikhil Varaiya
VP Programs - PD Sessions
- Total calculated
- $0
- Hours/week
- 1
-
Lana Radchenko
VP Programs
- Total calculated
- $0
- Hours/week
- 1
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
- 2024
- Filed
- 12 November 2025
- IRS schema version
- 2024v5.0
- Source object
- 202543159349204114
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