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Financial Executives International

Silicon Valley 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
$238k (2023)

Expenses
$254k (2023)

Total Assets
$466k (2023)

Total Liabilities
$210k (2023)

Source: Form 990 tax filings from 2014 to 2023

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
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$238,170
Expenses
$254,257
Net Income
-$16,087
Net Assets
$256,287
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $234,927
98.6%
Investment Income $3,243
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $466,086
Total Liabilities $209,799
Net Assets $256,287
Compensation
Key Employees and Officers Compensation Related Other
Manpreet Grover (Chapter President) $0 $0 $0
Ed Schaffer (First Vice President) $0 $0 $0
Scott Taylor (Second Vice President) $0 $0 $0
Brenda Swiney (Treasurer) $0 $0 $0
Todd Lowenstein (Secretary) $0 $0 $0
Janice Bradley (Director) $0 $0 $0
Rick Brounstein (Director) $0 $0 $0
Alex Kiani (Director) $0 $0 $0
Ron Koling (Director) $0 $0 $0
David Liebes (Director) $0 $0 $0
Stuart Mcfaul (Director) $0 $0 $0
Mark Muenchow (Director) $0 $0 $0
Greg Overholtzer (Director) $0 $0 $0
Raj Sinkar (Director) $0 $0 $0
Manav Singh (Director) $0 $0 $0
Yuko Wakasugi (Director) $0 $0 $0
Bob Worthington (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$196,573
Expenses
$201,157
Net Income
-$4,584
Net Assets
$272,374
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $196,491
100.0%
Investment Income $82
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $425,919
Total Liabilities $153,545
Net Assets $272,374
Compensation
Key Employees and Officers Compensation Related Other
Manpreet Grover (Chapter President) $0 $0 $0
Ed Schaffer (First Vp/President Elect) $0 $0 $0
Scott Taylor (Second Vice President) $0 $0 $0
Brenda Swiney (Treasurer) $0 $0 $0
Todd Lowenstein (Secretary) $0 $0 $0
Sunny Arora (Director) $0 $0 $0
Janice Bradley (Director) $0 $0 $0
Rick Brounstein (Director) $0 $0 $0
Alex Kiani (Director) $0 $0 $0
Ron Kohling (Director) $0 $0 $0
David Liebes (Director) $0 $0 $0
Stuart Mc Faul (Director) $0 $0 $0
Greg Overholtzer (Director) $0 $0 $0
Pete Ravani (Director) $0 $0 $0
Raj Sinkar (Director) $0 $0 $0
Manav Singh (Director) $0 $0 $0
Yuko Wakasugi (Director) $0 $0 $0
Bob Worthington (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$218,741
Expenses
$192,565
Net Income
$26,176
Net Assets
$276,958
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $164,865
75.4%
Investment Income $29
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $53,847
24.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $427,611
Total Liabilities $150,653
Net Assets $276,958
Compensation
Key Employees and Officers Compensation Related Other
Jan Robertson (Chapter President) $0 $0 $0
Bob Worthington (First Vp/President Elect) $0 $0 $0
Hema Sundarraj (Second Vice President) $0 $0 $0
Betty Chen (Treasurer) $0 $0 $0
Todd Lowenstein (Secretary) $0 $0 $0
Ron Kohling (Director) $0 $0 $0
Petra Loer (Director) $0 $0 $0
Pete Ravani (Director) $0 $0 $0
Manpreet Grover (Director) $0 $0 $0
Haoning Richter (Director) $0 $0 $0
Sunny Aurora (Director) $0 $0 $0
Ken Purfey (Director) $0 $0 $0
Greg Overholtzer (Director) $0 $0 $0
Stuart Mcfaul (Director) $0 $0 $0
Brenda Swiney (Director) $0 $0 $0
Scott Taylor (Director) $0 $0 $0
Gennadiy Vernikov (Director) $0 $0 $0
Janice Bradley (Director) $0 $0 $0
Rick Brounstein (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$198,622
Expenses
$188,389
Net Income
$10,233
Net Assets
$250,782
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $198,085
99.7%
Investment Income $537
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $280,995
Total Liabilities $30,213
Net Assets $250,782
Compensation
Key Employees and Officers Compensation Related Other
June R Klein (President) $0 $0 $0
Jan Robertson (First Vice President) $0 $0 $0
Bob Worthington (Second Vice President) $0 $0 $0
Sally Petersen (Treasurer) $0 $0 $0
Todd Lowenstein (Secretary) $0 $0 $0
Sunny Aurora (Director) $0 $0 $0
Carlos Ayala (Director) $0 $0 $0
Janice Bradley (Director) $0 $0 $0
Rick Brounstein (Director) $0 $0 $0
Betty Chen (Director) $0 $0 $0
Manpreet Grover (Director) $0 $0 $0
Ron Kohling (Director) $0 $0 $0
Chikako Konohana (Director) $0 $0 $0
Petra Loer (Director) $0 $0 $0
Stuart Mcfaul (Director) $0 $0 $0
Greg Overholtzer (Director) $0 $0 $0
Ken Purfey (Director) $0 $0 $0
Pete Ravani (Director) $0 $0 $0
Gargi Ray (Director) $0 $0 $0
Haoning Richter (Director) $0 $0 $0
Brenda Swiney (Director) $0 $0 $0
Sue Salvesen (Director) $0 $0 $0
Hema Sundarraj (Director) $0 $0 $0
Gennadiy Vernikov (Director) $0 $0 $0
Julia Yang (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$286,806
Expenses
$256,954
Net Income
$29,852
Net Assets
$240,549
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $272,158
94.9%
Investment Income $727
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $13,921
4.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $417,638
Total Liabilities $177,089
Net Assets $240,549
Compensation
Key Employees and Officers Compensation Related Other
Candice Graves (President) $0 $0 $0
June Klein (First Vice President) $0 $0 $0
Jan Robertson (Second Vice President) $0 $0 $0
Sally Petersen (Treasurer) $0 $0 $0
Todd Lowenstein (Secretary) $0 $0 $0
Sue Salveson (Director) $0 $0 $0
Chantelle Breithaupt (Director) $0 $0 $0
Rick Brounstein (Director) $0 $0 $0
Greg Overholtzer (Director) $0 $0 $0
Ken Purfey (Director) $0 $0 $0
Manpreet Grover (Director) $0 $0 $0
Brenda Swiney (Director) $0 $0 $0
Gennadiy Vernikov (Director) $0 $0 $0
Kay Hoagland (Director) $0 $0 $0
David Voris (Director) $0 $0 $0
Ron Koling (Director) $0 $0 $0
Petra Loer (Director) $0 $0 $0
Pete Ravani (Director) $0 $0 $0
Haoning Richter (Director) $0 $0 $0
Chikako Konohana (Director) $0 $0 $0
Stuart Mc Faul (Director) $0 $0 $0
Tina Kobetsky (Director) $0 $0 $0
Jp Bernard (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$300,722
Expenses
$274,785
Net Income
$25,937
Net Assets
$210,697
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $268,600
89.3%
Investment Income $683
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $31,439
10.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $413,572
Total Liabilities $202,875
Net Assets $210,697

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$282,225
Expenses
$262,902
Net Income
$19,323
Net Assets
$209,307
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $255,909
90.7%
Investment Income $574
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $25,742
9.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $209,307
Total Liabilities $0
Net Assets $209,307
Compensation
Key Employees and Officers Compensation Related Other
Julie Cavanna Jerbic (President) $0 $0 $0
Mark Muenchow (1st Vice President) $0 $0 $0
Candace Leitner (2nd Vice President) $0 $0 $0
Stephen Hilton (Treasurer) $0 $0 $0
Todd Lowenstein (Secretary) $0 $0 $0
Greg Overholtzer (Director) $0 $0 $0
Ken Purfey (Director) $0 $0 $0
Scott Angel (Director) $0 $0 $0
Dan Menudier (Director) $0 $0 $0
Derick Sutton (Director) $0 $0 $0
Gennadiy Vernikov (Director) $0 $0 $0
Margaret Echard (Director) $0 $0 $0
Alan Seem (Director) $0 $0 $0
Jan Robertson (Director) $0 $0 $0
Manav Singh (Director) $0 $0 $0
John Zott (Director) $0 $0 $0
Steve Hall (Director) $0 $0 $0
Petra Loer (Director) $0 $0 $0
Pete Ravani (Director) $0 $0 $0
Rick Brounstein (Director) $0 $0 $0
Randy Rucker (Director) $0 $0 $0
Chikako Konohana (Director) $0 $0 $0
Janet Mac Aulay (Director) $0 $0 $0
Anup Singh (Director) $0 $0 $0
Chantelle Breithaupt (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$264,591
Expenses
$292,247
Net Income
-$27,656
Net Assets
$189,984
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $256,003
96.8%
Investment Income $608
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $7,980
3.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $189,984
Total Liabilities $0
Net Assets $189,984
Compensation
Key Employees and Officers Compensation Related Other
Susan Salvesen (President) $0 $0 $0
Robert Farkas (Treasurer) $0 $0 $0
Julie Cavanna Jerbic (1st Vice President) $0 $0 $0
Mark Muenchow (2nd Vice President) $0 $0 $0
Todd Lowenstein (Secretary) $0 $0 $0
Greg L Overholtzer (Director) $0 $0 $0
Scott Angel (Director) $0 $0 $0
Ken Purfey (Director) $0 $0 $0
Rick Giorgetti (Director) $0 $0 $0
Janet Macaulay (Director) $0 $0 $0
Jeannie Duncanson (Director) $0 $0 $0
John Mcintosh (Director) $0 $0 $0
Chikako Konohana (Director) $0 $0 $0
Todd Waltz (Director) $0 $0 $0
Rick Brounstein (Director) $0 $0 $0
Sudha Chadalavada (Director) $0 $0 $0
Jack Longinotti (Director) $0 $0 $0
Randy Rucker (Director) $0 $0 $0
Manav Singh (Director) $0 $0 $0
Dan Menudier (Director) $0 $0 $0
Janice Bradley (Director) $0 $0 $0
Gennadly Vernikof (Director) $0 $0 $0
Aaron Wilson (Director) $0 $0 $0
Alan Seem (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$264,810
Expenses
$272,697
Net Income
-$7,887
Net Assets
$217,640
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $230,469
87.0%
Investment Income $1,145
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $33,196
12.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $217,640
Total Liabilities $0
Net Assets $217,640
Compensation
Key Employees and Officers Compensation Related Other
Susan Salvesen (President) $0 $0 $0
Robert Farkas (Treasurer & 1st Vice President) $0 $0 $0
Julie Cavanna Jerbic (2nd Vice President) $0 $0 $0
Todd Lowenstein (Secretary) $0 $0 $0
John J Beck Iii (Director) $0 $0 $0
Harry W Kellogg Jr (Director) $0 $0 $0
Greg L Overholtzer (Director) $0 $0 $0
Scott Angel (Director) $0 $0 $0
Ken Purfey (Director) $0 $0 $0
Rick Giorgetti (Director) $0 $0 $0
Janet Macaulay (Director) $0 $0 $0
Jeannie Duncanson (Director) $0 $0 $0
John Mcintosh (Director) $0 $0 $0
Chikako Konohana (Director) $0 $0 $0
Todd Waltz (Director) $0 $0 $0
Rick Brounstein (Director) $0 $0 $0
Sudha Chadalavada (Director) $0 $0 $0
Jack Longinotti (Director) $0 $0 $0
Randy Rucker (Director) $0 $0 $0
Mark Muenchow (Director) $0 $0 $0
Manav Singh (Director) $0 $0 $0
Dan Menudier (Director) $0 $0 $0
Janice Bradley (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$1
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1
Total Liabilities $0
Net Assets $1

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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