Nonprofit · EIN 23-7050978
FINANCIAL EXECUTIVES INTERNATIONAL
Also known as SAN DIEGO CHAPTER
Tax-exempt · LA JOLLA, CA 92039
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $82,986 | $63,184 | $19,802 | $68,312 | – | $68,312 |
| June 30, 2024 | 990-EZ | $59,245 | $52,711 | $6,534 | $48,510 | – | $48,510 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $71,500
- Membership dues
- $11,477
- Investment income
- $9
Expenses
- Grants and similar amounts paid
- $6,000
- Compensation of officers, directors and key employees
- $1
- Professional fees and payments to contractors
- $18,200
- Occupancy
- $29,495
- Printing, publications and postage
- $6,465
- Other expenses
- $3,024
- Program services (functional)
- $35,495
Balance sheet and other
- Total assets, start of year
- $48,510
- Total assets, end of year
- $68,312
- Total liabilities, end of year
- –
- Net assets, end of year
- $68,312
- Cash, savings and investments
- $68,312
- Gross receipts
- $82,986
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| John Lomoro | VP Strategic Partnerships | 1 | $1 | $1 |
| Dan Reynolds | President | 1 | $0 | $0 |
| Sally Roberts | Secretary | 1 | $0 | $0 |
| Karen Jordan | Treasurer | 1 | $0 | $0 |
| Rick Dahlseid | VP Career Services | 1 | $0 | $0 |
| James Deoitte | VP Memberships | 1 | $0 | $0 |
| Ed Lake | VP Programs | 1 | $0 | $0 |
| Jeff Wang | VP Academic Relations | 1 | $0 | $0 |
| Jennifer Rios | VP Memberships | 1 | $0 | $0 |
| Nikhil Varaiya | VP Programs - PD Sessions | 1 | $0 | $0 |
| Lana Radchenko | VP Programs | 1 | $0 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dan Reynolds | President | 1 | $0 |
| Karen Jordan | Past President Treasurer | 1 | $0 |
| Sally Roberts | Secretary | 1 | $0 |
| Diane Pattison | VP Academic Relations | 1 | $0 |
| Rick Dahlseid | VP Career Services | 1 | $0 |
| John Lomoro | VP Strategic Partnerships | 1 | $0 |
| Ed Lake | VP Programs | 1 | $0 |
| James Deoitte | VP Memberships | 1 | $0 |
| Nikhil Varaiya | VP Programs - PD Sessions | 1 | $0 |
| Lana Radchenko | VP Programs | 1 | $0 |
| Jennifer Rios | VP Memberships | 1 | $0 |
| Jeff Wang | VP Academic Relations | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 13054, LA JOLLA, CA 92039-3054
- In care of
- % KAREN JORDAN
- Signed the 990-EZ
- Karen Jordan, Treasurer
- Phone
- (858) 444-6476
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7050978 or by the name FINANCIAL EXECUTIVES INTERNATIONAL.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- Recurring professional education and meetingsExpenses $29,495
- Scholarships to future finance leaders who are currently enrolled in undergraduate or graduate programsExpenses $3,000
- Sponsoring community fundraising efforts that align with FEI's education and support objectivesExpenses $3,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 23-7050978
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1969
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 1036: FINANCIAL EXECUTIVES INTERNATIONAL
- Assets (IRS master file)
- $68,312
- Income (IRS master file)
- $82,986
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $82,986 | $63,184 | $68,312 | IRS |
| 990-EZ | June 2024 | $59,245 | $52,711 | $48,510 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7050978).
Questions about FINANCIAL EXECUTIVES INTERNATIONAL
- What is the EIN of FINANCIAL EXECUTIVES INTERNATIONAL?
- The employer identification number (EIN) of FINANCIAL EXECUTIVES INTERNATIONAL is 23-7050978.
- Is FINANCIAL EXECUTIVES INTERNATIONAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1969.
- Are donations to FINANCIAL EXECUTIVES INTERNATIONAL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FINANCIAL EXECUTIVES INTERNATIONAL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FINANCIAL EXECUTIVES INTERNATIONAL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FINANCIAL EXECUTIVES INTERNATIONAL last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of FINANCIAL EXECUTIVES INTERNATIONAL?
- The 990-EZ for the year ended June 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $1 (John Lomoro, VP Strategic Partnerships).
- How much revenue does FINANCIAL EXECUTIVES INTERNATIONAL have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $82,986, expenses of $63,184 and total assets of $68,312 at year end.
Other nonprofits in LA JOLLA
- SCRIPPS RESEARCH INSTITUTE EIN 33-0435954 · last filed 990 for 2025
- U C SAN DIEGO FOUNDATION EIN 95-2872494 · last filed 990 for 2025
- SALK INSTITUTE FOR BIOLOGICAL STUDIES EIN 95-2160097 · last filed 990 for 2025
- GARY AND MARY WEST CHARITABLE TRUST EIN 87-3374164 · last filed 990-PF for 2024
- SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE EIN 51-0197108 · last filed 990 for 2025
- LA JOLLA INSTITUTE FOR IMMUNOLOGY EIN 33-0328688 · last filed 990 for 2024
- LA JOLLA COUNTRY DAY SCHOOL EIN 95-1875978 · last filed 990 for 2025
- PRICE PHILANTHROPIES FOUNDATION EIN 46-5129465 · last filed 990-PF for 2024