Form 990-EZ for tax year 2023
Filed by FINANCIAL EXECUTIVES INTERNATIONAL.
Totals
- Total revenue
- $59,245
- Total expenses
- $52,711
- Contributions and grants received
- $46,579
- Grants paid
- $4,500
- Program service revenue
- not reported
- Membership dues (line 3)
- $12,654
- Investment income (line 4)
- $12
- 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
- $48,510
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- $48,510
- Program service expenses (Part III)
- $49,331
Program services were 93.6% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.
Mission and programs · 2023
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 $44,831
-
Scholarships to future finance leaders who are currently enrolled in undergraduate or graduate programs
Expenses $3,000
-
Sponsoring community fundraising efforts that align with FEIs education and support objectives
Expenses $1,500
As filed on the 2023 return.
Listed in Part IV
-
Dan Reynolds
President
- Total calculated
- $0
- Hours/week
- 1
-
Karen Jordan
Past President Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Sally Roberts
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Diane Pattison
VP Academic Relations
- Total calculated
- $0
- Hours/week
- 1
-
Rick Dahlseid
VP Career Services
- Total calculated
- $0
- Hours/week
- 1
-
John Lomoro
VP Strategic Partnerships
- Total calculated
- $0
- Hours/week
- 1
-
Ed Lake
VP Programs
- Total calculated
- $0
- Hours/week
- 1
-
James Deoitte
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
-
Jennifer Rios
VP Memberships
- Total calculated
- $0
- Hours/week
- 1
-
Jeff Wang
VP Academic Relations
- 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
- 2023
- Filed
- 1 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443069349201009
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