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Financial Executives International

San Diego 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
$59.2k (2024)

Expenses
$52.7k (2024)

Total Assets
$48.5k (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
$59,245
Expenses
$52,711
Net Income
$6,534
Net Assets
$48,510
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,579
78.6%
Program Services $0
Investment Income $12
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $48,510
Total Liabilities $0
Net Assets $48,510
Compensation
Key Employees and Officers Compensation Other
Dan Reynolds (President) $0 $0
Karen Jordan (Past President Treasurer) $0 $0
Sally Roberts (Secretary) $0 $0
Diane Pattison (Vp Academic Relations) $0 $0
Rick Dahlseid (Vp Career Services) $0 $0
John Lomoro (Vp Strategic Partnerships) $0 $0
Ed Lake (Vp Programs) $0 $0
James Deoitte (Vp Memberships) $0 $0
Nikhil Varaiya (Vp Programs Pd Sessions) $0 $0
Lana Radchenko (Vp Programs) $0 $0
Jennifer Rios (Vp Memberships) $0 $0
Jeff Wang (Vp Academic Relations) $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$57,040
Expenses
$98,627
Net Income
-$41,587
Net Assets
$41,976
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,000
96.4%
Program Services $0
Investment Income $50
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $41,976
Total Liabilities $0
Net Assets $41,976
Compensation
Key Employees and Officers Compensation Other
Dan Reynolds (President) $0 $0
Karen Jordan (Past President Vp Strategic Partnerships) $0 $0
Donne Poole (Treasurer) $0 $0
Sally Roberts (Secretary) $0 $0
Diane Pattison (Vp Academic Relations) $0 $0
Rick Dahlseld (Vp Career Services) $0 $0
John Lomoro (Vp Strategic Partnerships) $0 $0
Dan Brockman (Vp Community Relations) $0 $0
James Deiotte (Vp Memberships) $0 $0
Carolyn Winship (Vp Memberships) $0 $0
Nikhil Varaiya (Vp Programs Pd Sessions) $0 $0
Lana Radchenko (Vp Programs) $0 $0
Scott Brickner (Vp Special Events) $0 $0
Titjana Howard (Director) $0 $0
Jennifer Rios (Vp Memberships) $0 $0
Ed Lake (Vp Programs) $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$88,527
Expenses
$97,503
Net Income
-$8,976
Net Assets
$83,563
Notable Sources of Revenue Percent of Total Revenue
Contributions $79,950
90.3%
Program Services $8,569
9.7%
Investment Income $8
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $83,563
Total Liabilities $0
Net Assets $83,563
Compensation
Key Employees and Officers Compensation Other
Karen Jordan (President) $0 $0
Carolynn Winship (Past President) $0 $0
Saad Abbas (Treasurer) $0 $0
Donna Poole (Secretary) $0 $0
Diane Pattison (Vp Academic Relations) $0 $0
Rick Dahlseid (Vp Career Services) $0 $0
Dan Brockman (Vp Community Relations) $0 $0
Jennifer Rios (Vp Membership) $0 $0
James Deiotte (Vp Membership) $0 $0
Janice Charley (Vp National Liaison) $0 $0
Nikhil Varaiya (Vp Profesional Development) $0 $0
Ed Lake (Vp Programs) $0 $0
Lana Radchenko (Vp Programs) $0 $0
Scott Brickner (Vp Special Events) $0 $0
Martin Soto (Vp Strategic Partnerships) $0 $0
Jay Novak (Director At Large) $0 $0
Tatjana Hayward (Director At Large) $0 $0
John Lomoro (Director At Large) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$70,898
Expenses
$68,138
Net Income
$2,760
Net Assets
$92,539
Notable Sources of Revenue Percent of Total Revenue
Contributions $69,150
97.5%
Program Services $1,740
2.5%
Investment Income $8
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $92,539
Total Liabilities $0
Net Assets $92,539
Compensation
Key Employees and Officers Compensation Other
Karen Jordan (President) $0 $0
Carolynn Winship (Past President) $0 $0
Saad Abbas (Treasurer) $0 $0
Donna Poole (Secretary) $0 $0
Diane Pattison (Vp Academic Relations) $0 $0
Rick Dahlseid (Vp Career Services) $0 $0
Dan Brockman (Vp Community Relations) $0 $0
Jennifer Rios (Vp Membership) $0 $0
James Deiotte (Vp Membership) $0 $0
Janice Charley (Vp National Liaison) $0 $0
Nikhil Varaiya (Vp Profesional Development) $0 $0
Ed Lake (Vp Programs) $0 $0
Lana Radchenko (Vp Programs) $0 $0
Scott Brickner (Vp Special Events) $0 $0
Martin Soto (Vp Strategic Partnerships) $0 $0
Jay Novak (Director At Large) $0 $0
Tatjana Hayward (Director At Large) $0 $0
John Lomoro (Director At Large) $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$61,548
Expenses
$99,364
Net Income
-$37,816
Net Assets
$89,779
Notable Sources of Revenue Percent of Total Revenue
Contributions $560
0.9%
Program Services $0
Investment Income $1,131
1.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $42,665
69.3%
Assets/Debt
Total Assets $89,779
Total Liabilities $0
Net Assets $89,779

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$142,843
Expenses
$124,943
Net Income
$17,900
Net Assets
$127,595
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,075
2.2%
Program Services $0
Investment Income $43
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $122,215
85.6%
Assets/Debt
Total Assets $128,094
Total Liabilities $499
Net Assets $127,595

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$108,507
Expenses
$133,014
Net Income
-$24,507
Net Assets
$109,695
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,755
3.5%
Program Services $0
Investment Income $48
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $82,721
76.2%
Assets/Debt
Total Assets $109,695
Total Liabilities $0
Net Assets $109,695

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$130,053
Expenses
$128,311
Net Income
$1,742
Net Assets
$134,202
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,740
3.6%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $101,963
78.4%
Assets/Debt
Total Assets $134,202
Total Liabilities $0
Net Assets $134,202

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$136,877
Expenses
$140,321
Net Income
-$3,444
Net Assets
$132,460
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,950
3.6%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $105,837
77.3%
Assets/Debt
Total Assets $132,460
Total Liabilities $0
Net Assets $132,460

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$138,922
Expenses
$136,393
Net Income
$2,529
Net Assets
$135,904
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,375
3.1%
Program Services $0
Investment Income $47
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $108,225
77.9%
Assets/Debt
Total Assets $135,904
Total Liabilities $0
Net Assets $135,904

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$137,523
Expenses
$134,175
Net Income
$3,348
Net Assets
$133,375
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,100
3.0%
Program Services $0
Investment Income $48
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $106,657
77.6%
Assets/Debt
Total Assets $133,375
Total Liabilities $0
Net Assets $133,375

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$138,984
Expenses
$134,593
Net Income
$4,391
Net Assets
$134,128
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $47
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $134,128
Total Liabilities $0
Net Assets $134,128

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2012

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
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$125,226
Expenses
$133,865
Net Income
-$8,639
Net Assets
$129,737
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $48
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $92,070
73.5%
Assets/Debt
Total Assets $129,737
Total Liabilities $0
Net Assets $129,737

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$145,410
Expenses
$128,397
Net Income
$17,013
Net Assets
$138,377
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $142
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $104,575
71.9%
Assets/Debt
Total Assets $138,377
Total Liabilities $0
Net Assets $138,377

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
2009

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

Fiscal Year Ending June
2002

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.

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