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Financial Executives International

Orange County 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
$219k (2024)

Expenses
$215k (2024)

Total Assets
$139k (2024)

Total Liabilities
$2.96k (2024)

Years with missing data
Source: Form 990 tax filings from 2012 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 Form 990
Revenue
$219,187
Expenses
$214,971
Net Income
$4,216
Net Assets
$136,428
Notable Sources of Revenue Percent of Total Revenue
Contributions $26,125
11.9%
Program Services $0
Investment Income $1,890
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $191,172
87.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $139,388
Total Liabilities $2,960
Net Assets $136,428
Compensation
Key Employees and Officers Compensation Related Other
Debra Bromberg (Co President) $0 $0 $0
Jane Roth (Co President) $0 $0 $0
Jim Harrington (Treasurer) $0 $0 $0
Rebecca Covarrubias (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$227,584
Expenses
$239,268
Net Income
-$11,684
Net Assets
$132,212
Notable Sources of Revenue Percent of Total Revenue
Contributions $33,044
14.5%
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 $194,540
85.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $157,922
Total Liabilities $25,710
Net Assets $132,212
Compensation
Key Employees and Officers Compensation Related Other
Eric Roark (President) $0 $0 $0
Heather Baugh (First Vice President) $0 $0 $0
Lynnette Fagan (Secretary) $0 $0 $0
Stephen Jardon (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$207,052
Expenses
$207,232
Net Income
-$180
Net Assets
$143,896
Notable Sources of Revenue Percent of Total Revenue
Contributions $31,248
15.1%
Program Services $0
Investment Income $185
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $175,619
84.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $296,896
Total Liabilities $153,000
Net Assets $143,896
Compensation
Key Employees and Officers Compensation Related Other
Sue Reilly (President) $0 $0 $0
Eric Roark (First Vice President) $0 $0 $0
Helen Knisley (Secretary) $0 $0 $0
Chris Weller (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$157,951
Expenses
$166,706
Net Income
-$8,755
Net Assets
$144,076
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,483
17.4%
Program Services $0
Investment Income $137
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $130,331
82.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $163,727
Total Liabilities $19,651
Net Assets $144,076
Compensation
Key Employees and Officers Compensation Related Other
Mark Belzowski (President) $0 $0 $0
Sue Reilly (First Vice President) $0 $0 $0
Helen Knisley (Secretary) $0 $0 $0
Chris Weller (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$243,966
Expenses
$201,315
Net Income
$42,651
Net Assets
$114,269
Notable Sources of Revenue Percent of Total Revenue
Contributions $36,879
15.1%
Program Services $0
Investment Income $1,280
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $205,807
84.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $126,248
Total Liabilities $11,979
Net Assets $114,269

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$224,406
Expenses
$242,908
Net Income
-$18,502
Net Assets
$71,619
Notable Sources of Revenue Percent of Total Revenue
Contributions $39,438
17.6%
Program Services $0
Investment Income $371
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $184,598
82.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $74,400
Total Liabilities $2,781
Net Assets $71,619

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$216,858
Expenses
$205,016
Net Income
$11,842
Net Assets
$90,121
Notable Sources of Revenue Percent of Total Revenue
Contributions $36,775
17.0%
Program Services $0
Investment Income $222
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $179,862
82.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $159,218
Total Liabilities $69,097
Net Assets $90,121

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$183,738
Expenses
$218,966
Net Income
-$35,228
Net Assets
$78,278
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $176
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $145,237
79.0%
Assets/Debt
Total Assets $104,625
Total Liabilities $26,347
Net Assets $78,278

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$191,575
Expenses
$209,852
Net Income
-$18,277
Net Assets
$113,505
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $263
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $148,412
77.5%
Assets/Debt
Total Assets $131,297
Total Liabilities $17,792
Net Assets $113,505

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$196,634
Expenses
$208,818
Net Income
-$12,184
Net Assets
$131,783
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $277
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $150,365
76.5%
Assets/Debt
Total Assets $144,153
Total Liabilities $12,370
Net Assets $131,783

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$195,969
Expenses
$209,475
Net Income
-$13,506
Net Assets
$143,966
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $340
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $144,160
73.6%
Assets/Debt
Total Assets $170,067
Total Liabilities $26,101
Net Assets $143,966

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$192,728
Expenses
$177,586
Net Income
$15,142
Net Assets
$157,473
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $366
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $142,989
74.2%
Assets/Debt
Total Assets $163,191
Total Liabilities $5,718
Net Assets $157,473

Document Links

Fiscal Year Ending June
2011

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
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
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

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.

API

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