Civic Intelligence

Financial Executives International San Diego Chapter

EIN 23-7050978 • 501(c)6 • La Jolla, CA

Profile

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

PO Box 13054La Jolla, CA 92039
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

84th percentile

24%

Higher net margin than 84% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$3

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

89th percentile

41%

Faster asset growth than 89% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

87th percentile

40%

Faster revenue growth than 87% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$68,312

Up $19,802 (+41%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$68,312

Up $19,802 (+41%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

Up

$82,986

Up $23,741 (+40%) from 2024

Expenses

Up

$63,184

Up $10,473 (+20%) from 2024

Net Income

Up

$19,802

Up $13,268 (+203%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2021: $92,539Net Assets 2021: $92,5392021Assets 2022: $83,563Net Assets 2022: $83,5632022Assets 2023: $41,976Net Assets 2023: $41,9762023Assets 2024: $48,510Net Assets 2024: $48,5102024Assets 2025: $68,312Net Assets 2025: $68,3122025

Highlighted filing

2025

Assets$68,312
Liabilities-
Net Assets$68,312
Open 2025 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2021: $70,898Expenses 2021: $68,138Net Income 2021: $2,7602021Revenue 2022: $88,527Expenses 2022: $97,503Net Income 2022: -$8,9762022Revenue 2023: $57,040Expenses 2023: $98,627Net Income 2023: -$41,5872023Revenue 2024: $59,245Expenses 2024: $52,711Net Income 2024: $6,5342024Revenue 2025: $82,986Expenses 2025: $63,184Net Income 2025: $19,8022025

Highlighted filing

2025

Revenue$82,986
Expenses$63,184
Net Income$19,802
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,312
Liabilities
-
Net assets
$68,312
Revenue
$82,986
Expenses
$63,184
Net income
$19,802
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$68.3$68.3$83.0$63.2$19.8
2024Detailed filing. Detailed filing data is available for this year.$48.5$48.5$59.2$52.7$6.53
2023Detailed filing. Detailed filing data is available for this year.$42.0$42.0$57.0$98.6$41.6
2022Detailed filing. Detailed filing data is available for this year.$83.6$83.6$88.5$97.5$8.98
2021Detailed filing. Detailed filing data is available for this year.$92.5$92.5$70.9$68.1$2.76
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$82,986
Mission and Program Overview

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.

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 Services

DescriptionGrantsExpenses
Recurring professional education and meetings-$29,495
Scholarships to future finance leaders who are currently enrolled in undergraduate or graduate programs-$3,000
Sponsoring community fundraising efforts that align with FEI's education and support objectives-$3,000
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John LomoroVP Strategic Partnerships-$1$2$3
Dan ReynoldsPresident-$0--
Sally RobertsSecretary-$0--
Karen JordanTreasurer-$0--
Rick DahlseidVP Career Services-$0--
James DeoitteVP Memberships-$0--
Ed LakeVP Programs-$0--
Jeff WangVP Academic Relations-$0--
Jennifer RiosVP Memberships-$0--
Nikhil VaraiyaVP Programs - Pd Sessions-$0--
Lana RadchenkoVP Programs-$0--
Filing and Contact Details

Filer

Filer Name
Financial Executives International
EIN
23-7050978
Phone
8584446476
Address
PO BOX 13054, LA JOLLA, CA 92039-3054

Signing Officer

Name
Karen Jordan
Title
Treasurer
Phone
8584446476
Signed
2025-11-12
Supplemental Narrative

Additional Explanations

Part I, Line 10

“Day For Change $3,000, Student Scholarships $3,000”

Part I, Line 16

“Bank fees $24 Credit Card Fees $666 Taxi for students $100 Subscriptions $2,234”

Raw XML Appendix153 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 13054
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0La Jolla
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092039
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048510
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt06000
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IRS990EZ/GroupExemptionNum01036
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt011477
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt51
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt51
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dan Reynolds
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sally Roberts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Karen Jordan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rick Dahlseid
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4James Deoitte
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5John Lomoro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Ed Lake
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jeff Wang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Jennifer Rios
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Nikhil Varaiya
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Lana Radchenko
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Career Services
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Memberships
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Strategic Partnerships
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP Academic Relations
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP Memberships
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP Programs - PD Sessions
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP Programs
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt03024
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt06465
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Recurring professional education and meetings
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Scholarships to future finance leaders who are currently enrolled in undergraduate or graduate programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Sponsoring community fundraising efforts that align with FEI's education and support objectives
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029495
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23000
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063184
IRS990EZ/TotalProgramServiceExpensesAmt035495
IRS990EZ/TotalRevenueAmt082986
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Day For Change $3,000, Student Scholarships $3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank fees $24 Credit Card Fees $666 Taxi for students $100 Subscriptions $2,234
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen Jordan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08584446476
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL EXECUTIVES INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0237050978
ReturnHeader/Filer/PhoneNum08584446476
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 13054
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0920393054
ReturnHeader/ReturnTs02025-11-12T04:15:27Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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