Financial Executives International
Nonprofit profile at a glance
- EIN
- 237050978
- IRS 990-EZ coverage
- 2020–2024
- Forms available
- Form 990-EZ 2024
- Location
- La Jolla, CA, USA
- Phone
- 8584446476
- Rating
- 63
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $82,986
- Expenses
- $63,184
- Assets
- $68,312
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- Dan Reynolds (President)
People named in this filing
- Dan Reynolds (President)
- Sally Roberts (Secretary)
- Karen Jordan (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
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.
What it reported doing in 2024
Scholarships to future finance leaders who are currently enrolled in undergraduate or graduate programs
Operating model
- Revenue model
- Donor-supported. 86% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 83% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 48
- Transparency & Controls: 82
- Sustainability: 52
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 42.8%; rating input score 43
- Program expense ratio: 56.2%; rating input score 56
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 23.9%; rating input score 77; 77th percentile among comparable filings
- Total-asset coverage ratio: 1.08; rating input score 49; 49th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 12; 12th percentile among comparable filings
Growth
- Program expense growth: 13% per year; rating input score 100; 76th percentile among comparable filings
- Revenue growth: 2.7% per year; rating input score 100; 63rd percentile among comparable filings
- Asset growth: -11.4% per year; rating input score 0; 16th percentile among comparable filings
Details
- Where the money goes: 42.8% of revenue deployed · 56.2% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $35K in reported program spending
- Leadership: top reported pay $0 · 11 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 4 filing years from 2020 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 43/100.
- Review — Financial Efficiency: Program expense ratio scored 56/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 49/100.
- High — Sustainability: Officer compensation ratio scored 12/100.