Civic Intelligence

Financial Executives International

EIN 47-1213939 • 501(c)6 • San Jose, CA

Profile

To advance the success of senior-level financial executives, their organizations and the profession.

1583 Sundown LaneSan Jose, CA 95127

www.feisv.org

Siviq Scores

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

Liabilities / Assets

85th percentile

0.29x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.39x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

54th percentile

2.5%

Higher net margin than 54% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

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 2024

Asset Growth

26th percentile

-21%

Faster asset growth than 26% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

12%

Faster revenue growth than 70% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$368,640

Down $97,446 (-21%) from 2023

Liabilities

Down

$105,609

Down $104,190 (-50%) from 2023

Net Assets

Up

$263,031

Up $6,744 (+2.6%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin54th percentile

Revenue

Up

$267,627

Up $29,457 (+12%) from 2023

Expenses

Up

$260,883

Up $6,626 (+2.6%) from 2023

Net Income

Up

$6,744

Up $22,831 (+142%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$600K$400K$200K$0Assets 2014: $1Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $217,640Liabilities 2015: $0Net Assets 2015: $217,6402015Assets 2016: $189,984Liabilities 2016: $0Net Assets 2016: $189,9842016Assets 2017: $209,307Liabilities 2017: $0Net Assets 2017: $209,3072017Assets 2018: $413,572Liabilities 2018: $202,875Net Assets 2018: $210,6972018Assets 2019: $417,638Liabilities 2019: $177,089Net Assets 2019: $240,5492019Assets 2020: $280,995Liabilities 2020: $30,213Net Assets 2020: $250,7822020Assets 2021: $427,611Liabilities 2021: $150,653Net Assets 2021: $276,9582021Assets 2022: $425,919Liabilities 2022: $153,545Net Assets 2022: $272,3742022Assets 2023: $466,086Liabilities 2023: $209,799Net Assets 2023: $256,2872023Assets 2024: $368,640Liabilities 2024: $105,609Net Assets 2024: $263,0312024

Highlighted filing

2024

Assets$368,640
Liabilities$105,609
Net Assets$263,031
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $264,810Expenses 2015: $272,697Net Income 2015: -$7,8872015Revenue 2016: $264,591Expenses 2016: $292,247Net Income 2016: -$27,6562016Revenue 2017: $282,225Expenses 2017: $262,902Net Income 2017: $19,3232017Revenue 2018: $300,722Expenses 2018: $274,785Net Income 2018: $25,9372018Revenue 2019: $286,806Expenses 2019: $256,954Net Income 2019: $29,8522019Revenue 2020: $198,622Expenses 2020: $188,389Net Income 2020: $10,2332020Revenue 2021: $218,741Expenses 2021: $192,565Net Income 2021: $26,1762021Revenue 2022: $196,573Expenses 2022: $201,157Net Income 2022: -$4,5842022Revenue 2023: $238,170Expenses 2023: $254,257Net Income 2023: -$16,0872023Revenue 2024: $267,627Expenses 2024: $260,883Net Income 2024: $6,7442024

Highlighted filing

2024

Revenue$267,627
Expenses$260,883
Net Income$6,744
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$368,640
Liabilities
$105,609
Net assets
$263,031
Revenue
$267,627
Expenses
$260,883
Net income
$6,744
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.69$1.06$2.63$2.68$2.61$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.66$2.10$2.56$2.38$2.54$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.26$1.54$2.72$1.97$2.01$0.05
2021Detailed filing. Detailed filing data is available for this year.$4.28$1.51$2.77$2.19$1.93$0.26
2020Detailed filing. Detailed filing data is available for this year.$2.81$0.30$2.51$1.99$1.88$0.10
2019Detailed filing. Detailed filing data is available for this year.$4.18$1.77$2.41$2.87$2.57$0.30
2018Summary only. Only limited summary data is available for this year.$4.14$2.03$2.11$3.01$2.75$0.26
2017Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$2.82$2.63$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$2.65$2.92$0.28
2015Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$2.65$2.73$0.08
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 1, 2025
Return Version
2023v6.0
Gross Receipts
$345,859
Mission and Program Overview

Mission

To advance the success of senior-level financial executives, their organizations and the profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$77,358$181,038▲ $103,680
Cash and Non-Interest-Bearing Accounts$292,880$164,128▼ $128,752
Accounts Receivable$89,327$20,620▼ $68,707
Prepaid Expenses and Deferred Charges$6,521$2,854▼ $3,667
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$466,086$368,640▼ $97,446
Other Assets Total$0$0→ $0
Liabilities
Grants Payable$57,826$85,182▲ $27,356
Deferred Revenue$143,970$20,245▼ $123,725
Accounts Payable and Accrued Expenses$8,003$182▼ $7,821
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$209,799$105,609▼ $104,190
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$256,287$263,031▲ $6,744
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$256,287$263,031▲ $6,744
Total Liabilities and Net Assets / Fund Balance$466,086$368,640▼ $97,446
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Manpreet GroverChapter President
Scott TaylorFirst Vice President
Manav SinghSecond Vice President
Alex KianiDirector
Bob WorthingtonDirector
David LiebesDirector
Greg OverholtzerDirector
Janice BradleyDirector
Mark MuenchowDirector
Raj SinkarDirector
Rick BrounsteinDirector
Ron KolingDirector
Stuart McfaulDirector
Yuko WakasugiDirector
Todd LowensteinSecretary
Brenda SwineyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$266,976
Investment Income
$651
Other Revenue
$0
Change in Net Assets
$6,744
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$248,883
Grants and Similar Amounts Paid$12,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$108,295
Fees for Services Management---$77,880
Advertising---$35,241
Grants to Domestic Individuals---$12,000
Fees for Services Accounting---$11,902
Office Expenses---$9,399
Information Technology---$3,894
Payments to Affiliates---$2,272
Total Functional Expenses$0$0$0$260,883
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$78,232
Fundraising Gross Income$78,232
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$78,232$78,232$49,684$28,548
Total Events$78,232$78,232$78,232$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI-governance, Management, and Disclosure

“Section a. Governing body and management, lines 6, 7a & 7b the categories of membership in fei shall include executive, academic, retired, life retired, honorary, in-transition, entrepreneurial, government or military professional or such other category or categories as may be established by the board. Members at large approve appointments of officers and committee chairs on an annual basis.”

Form 990, Part VI-governance, Management, and Disclosure

“Section a. Governing body and management, line 8b the committees do not publish minutes but major committee decisions affecting chapter revenues and expenditures are brought to the board for approval and documentation.”

Form 990, Part VI-governance, Management, and Disclosure

“Section b. Policies, line 11b a copy of form 990 is provided to board members and officers. The initial draft return is discussed and reviewed by board members and officers prior to filing. Recommended changes are reflected on the return filed with the irs.”

Form 990, Part VI-governance, Management, and Disclosure

“Section b. Policies, lines 15a and b no officers receive compensation. It is 100% volunteer.”

Form 990, Part VI-governance, Management, and Disclosure

“Section c. Disclosure, line 19 the organization makes copies of its tax documents available to the public as required if requested in person or by email. Its internal documents are not made available unless included as part of its tax filings.”

Filing and Contact Details

Filer

Filer Name
Financial Executives International
EIN
47-1213939
In Care Of
% MICKY ROBLEDO
Phone
4089261866
Address
1583 SUNDOWN LANE, SAN JOSE, CA 95127

Signing Officer

Name
Brenda Swiney
Title
Treasurer
Phone
4089261866
Signed
2025-03-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Taylor
Formed
2014
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
16

Preparer

Firm
Bdo USA
Address
300 PARK AVENUE STE 900, SAN JOSE, CA 95110
Preparer
Sandra L Feinsmith
Phone
4082780220
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAPTER PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1FIRST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECOND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FINANCIAL EXECUTIVE INTERNATIONAL, SILICON VALLEY CHAPTER (FEISV) HOLDS SCHOLARSHIP FUNDS IN A DESIGNATED BANK ACCOUNT AND MAINTAINS A DONOR ADVISED FUND AT SILICON VALLEY COMMUNITY FOUNDATION (SVCF). WHEN SCHOLARSHIP RECIPIENTS ARE IDENTIFIED USING THE CRITERIA DESCRIBED BELOW, FEISV DETERMINES IF THE SCHOLARSHIP WILL BE PAID DIRECTLY TO THE ORGANIZATION FROM FEISV OR THROUGH SVCF. IF FEISV DETERMINES TO PAY VIA SVCF, IT ADVISES SVCF TO MAKE THE AWARD. SCHOLARSHIPS ARE AWARDED TO STUDENTS WHO SHOW TALENT AND APTITUDE FOR CORPORATE FINANCE OR ACCOUNTING AND DEMONSTRATE POTENTIAL TO SERVE AS FUTURE LEADERS IN THESE FIELDS. THE FEISV SCHOLARSHIP SELECTION PROCESS FIRST IDENTIFIES SAN FRANCISCO BAY AREA COLLEGES AND UNIVERSITIES THAT ARE 501(C)(3) ORGANIZATIONS AND THEREFORE ELIGIBLE TO RECEIVE SCHOLARSHIP FUNDS. NEXT, SPECIFIC COLLEGES AND UNIVERSITIES, FROM THE ORGANIZATIONS IDENTIFIED IN STEP 1, ARE APPROACHED AND ASKED TO IDENTIFY ENROLLED FULL OR PART-TIME STUDENTS THAT MEET THE TALENT AND APTITUDE CRITERIA. A LIST OF POTENTIAL SCHOLARSHIP CANDIDATES IS DEVELOPED FROM THE RESPONSES. THE SELECTION OF STUDENTS TO NOMINATE FOR A SCHOLARSHIP INVOLVES A RESUME, COVER LETTER AND AN INTERVIEW CONDUCTED ON THE CAMPUS. TO BE ELIGIBLE, THE STUDENTS MUST BE RISING SENIORS, DEMONSTRATE ACADEMIC EXCELLENCE, LEADERSHIP IN EXTRACURRICULAR ACTIVITIES AND A GOOD RECORD OF FINANCE RELATED INTERNSHIPS. AFTER A PAINSTAKING, DILIGENT PROCESS, SVCF IS ADVISED OF THE STUDENTS THAT WERE SELECTED FOR THE SCHOLARSHIP AND SVCF SENDS A CHECK TO THE SELECTED COLLEGE OR UNIVERSITY. EACH OF THE WINNERS HAS RECEIVED SCHOLARSHIP AWARDS OF $4,000, AS WELL AS RECOGNITION AND NETWORKING OPPORTUNITIES AT DINNER MEETINGS OF SILICON VALLEY FEI MEMBERS, HELD THIS PAST FALL. THE ACCOUNT AT SVCF IS MONITORED QUARTERLY BY THE FEISV BOARD. THE BOARD ENSURES THAT FUNDS ARE SENT ONLY TO ORGANIZATIONS THAT ARE IDENTIFIED IN STEP 1 AS 501(C)(3) ORGANIZATIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHOLARSHIPS
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SECTION A. GOVERNING BODY AND MANAGEMENT, LINES 6, 7A & 7B THE CATEGORIES OF MEMBERSHIP IN FEI SHALL INCLUDE EXECUTIVE, ACADEMIC, RETIRED, LIFE RETIRED, HONORARY, IN-TRANSITION, ENTREPRENEURIAL, GOVERNMENT OR MILITARY PROFESSIONAL OR SUCH OTHER CATEGORY OR CATEGORIES AS MAY BE ESTABLISHED BY THE BOARD. MEMBERS AT LARGE APPROVE APPOINTMENTS OF OFFICERS AND COMMITTEE CHAIRS ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SECTION A. GOVERNING BODY AND MANAGEMENT, LINE 8B THE COMMITTEES DO NOT PUBLISH MINUTES BUT MAJOR COMMITTEE DECISIONS AFFECTING CHAPTER REVENUES AND EXPENDITURES ARE BROUGHT TO THE BOARD FOR APPROVAL AND DOCUMENTATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SECTION B. POLICIES, LINE 11B A COPY OF FORM 990 IS PROVIDED TO BOARD MEMBERS AND OFFICERS. THE INITIAL DRAFT RETURN IS DISCUSSED AND REVIEWED BY BOARD MEMBERS AND OFFICERS PRIOR TO FILING. RECOMMENDED CHANGES ARE REFLECTED ON THE RETURN FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SECTION B. POLICIES, LINES 15A AND B NO OFFICERS RECEIVE COMPENSATION. IT IS 100% VOLUNTEER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SECTION C. DISCLOSURE, LINE 19 THE ORGANIZATION MAKES COPIES OF ITS TAX DOCUMENTS AVAILABLE TO THE PUBLIC AS REQUIRED IF REQUESTED IN PERSON OR BY EMAIL. ITS INTERNAL DOCUMENTS ARE NOT MADE AVAILABLE UNLESS INCLUDED AS PART OF ITS TAX FILINGS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI-GOVERNANCE, MANAGEMENT, AND DISCLOSURE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI-GOVERNANCE, MANAGEMENT, AND DISCLOSURE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI-GOVERNANCE, MANAGEMENT, AND DISCLOSURE

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