Financial Executives International, Orange County Chapter in San Diego, California (CA)

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Financial Executives International, Orange County Chapter
Employer Identification Number (EIN)953148236
Name of OrganizationFinancial Executives International
Secondary NameOrange County Chapter
In Care of NameSally Roberts
Address17224 Eagle Canyon Way, San Diego, CA 92127-8839
ActivitiesProfessional association
SubsectionBusiness League
Ruling Date10/1948
DeductibilityContributions are not deductible
FoundationAll organizations except 501(c)(3)
OrganizationAssociation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$100,000 to $499,999
Income$100,000 to $499,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$144,153
Amount of Income$196,634
Form 990 Revenue Amount$196,634


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Financial snapshot ($)

Revenue for 2013

Revenue, Expenses, and Changes in Net Assets or Fund Balances
20122013
Total revenue$192,728$195,969
Contributions, gifts, grants, and similar amounts received$0$0
Program service revenue including government fees and contracts$0$0
Membership dues and assessments$49,373$51,468
Investment income$366$340
Gain/Loss from sale of assets other than inventory$0$0
Net income/loss from gaming and fundraising events$0$0
Gross profit/loss from sales of inventory$0$0
Other revenue$142,989$144,160
Total expenses$177,586$209,475
Total net assets$157,473$143,967
Excess/Deficit for the year$15,142$-13,506
Net assets or fund balances at beginning of year$142,331$157,473
Other changes in net assets or fund balances$0$0
Net assets or fund balances at end of year$157,473$143,967
Balance Sheets
20122013
Total assets$163,191$170,067
Total liabilities$5,718$26,101
Net assets or fund balances$157,473$143,967
Other Information
20122013
Did the organization engage in any significant activity not previously reported to the IRS?NoNo
Were any significant changes made to the organizing or governing documents?NoNo
Did the organization have unrelated business gross income of $1,000 or more during the year from business activitiesNoNo
Has the organization filed a Form 990-T for the year?NoNo
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year?NoNo
Amount of political expenditures, direct or indirect$0$0
Did the organization file Form 1120-POL for this year?NoNo
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?NoNo
Total amount involved$0$0
Initiation fees and capital contributions$0$0
Gross receipts for public use of club facilities$0$0
Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ?NoNo
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?NoNo
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:Not provided
Number of organizations supported0
Sum of amounts of support$0
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Other organizations in California
IdNameAddressStateEstablishedTotal Income
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4Filoli Center86 Canada Rd, Woodside, CA 94062-4144CA1976-09$6,732,540
5Finacial Planning Association, Fpa Of Northern California6024 Snow Leopard Cir, Elk Grove, CA 95757-2601CA$52,634
6Finally Home FoundationPO BOX 2110, Orange, CA 92859-0110CA2008-07$109,718
7Financial Benefits Credit Union1528 Webster St, Alameda, CA 94501-3340CA1961-06$987,156
8Financial Counselors Of America12501 Chandler Blvd 206, Valley Village, CA 91607-1941CA1993-03$36,840
9Financial Executives International1215 K Street Ste 1400, Sacramento, CA 95814CA1948-10$41,360
10Financial Executives International, Los Angeles Chapter2118 Wilshire Blvd Ste 252, Santa Monica, CA 90403-5704CA1948-10$135,334
11Financial Executives International, Orange County Chapter17224 Eagle Canyon Way, San Diego, CA 92127-8839CA1948-10$196,634
12Financial Executives International, San Diego ChapterPO BOX 13054, La Jolla, CA 92039-3054CA1969-12$137,523
13Financial Executives International, San Francisco Bay Area Chapter118 Bates Ct, Orinda, CA 94563-2902CA1964-05$87,273
14Financial Executives International, Silicon Valley Chapter1583 Sundown Ln, San Jose, CA 95127-4657CA1948-10$311,923
15Financial Lawyers Conference10850 Wilshire Blvd Ste 400, Los Angeles, CA 90024-4316CA1975-05$223,946
16Financial Planning Association, Fpa Of The East Bay1931 San Miguel Drive, Walnut Creek, CA 94596-5357CA1978-03$84,569
17Financial Planning Association, Fpa Of Los Angeles210 N Glenoaks Blvd Ste C, Burbank, CA 91502-1255CA2000-09$68,816
18Financial Planning Association, Fpa Of Silicon Valley809-B Cuesta Dr 2127, Mountain View, CA 94040CA2000-09$65,374
19Financial Planning Association, Fpa Of Orange County2549 Eastbluff Dr Ste B, Newport Beach, CA 92660-3599CA2000-09$155,886
20Financial Planning Association, Fpa Of San Diego8889 Rio San Diego Dr Ste 202, San Diego, CA 92108-1673CA1978-03$118,780
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralFinancial Executives International100 Crystal A Drive, Hershey, PA 17033PA1948-10$8,876,132
SubordinateFinancial Executives International, Dallas ChapterPO BOX 910367, Dallas, TX 75391-0367TX1948-10$623,170
SubordinateFinancial Executives International, Chicago Chapter216 W Jackson Blvd Ste 625, Chicago, IL 60606-6945IL1948-10$574,688
SubordinateFinancial Executives International, Silicon Valley Chapter1583 Sundown Ln, San Jose, CA 95127-4657CA1948-10$311,923
SubordinateFinancial Executives International, Washington State Chapter2150 N 107th St Ste 205, Seattle, WA 98133-9009WA1948-10$298,136
SubordinateFinancial Executives International, Boston Chapter6 Boston Rd Ste 202, Chelmsford, MA 01824-3075MA$266,759
SubordinateFinancial Executives International, Houston ChapterPO BOX 32, Bellaire, TX 77402-0032TX1933-08$221,772
SubordinateFinancial Executives International, Twin Cities ChapterPO BOX 24555, Minneapolis, MN 55424-0555MN1964-05$210,260
SubordinateFinancial Executives International, Orange County Chapter17224 Eagle Canyon Way, San Diego, CA 92127-8839CA1948-10$196,634
SubordinateFinancial Executives International, Arizona Chapter7225 W Oakland St, Chandler, AZ 85226-2433AZ1948-10$193,158
SubordinateFinancial Executives International, Detroit Chapter4251 Crescent View Dr, Tecumseh, MI 49286-8601MI1948-10$163,869
SubordinateFinancial Executives International, Colorado Chapter8055 East Tufts Ave, Denver, CO 80237-2835CO1964-05$142,853
SubordinateFinancial Executives International, Pittsburg Chapter2164 Truxton Dr, Pittsburgh, PA 15241-2230PA1948-10$138,765
SubordinateFinancial Executives International, San Diego ChapterPO BOX 13054, La Jolla, CA 92039-3054CA1969-12$137,523
SubordinateFinancial Executives International, New Jersey ChapterPO BOX 478, Botsford, CT 06404-0478CT1966-05$136,575
SubordinateFinancial Executives International, Los Angeles Chapter2118 Wilshire Blvd Ste 252, Santa Monica, CA 90403-5704CA1948-10$135,334
SubordinateFinancial Executives International, Tampa Bay ChapterPO BOX 1181, Tampa, FL 33601-1181FL1948-10$133,538
SubordinateFinancial Executives International, Fort Worth Chapter1401 Ballinger St Ste 203, Fort Worth, TX 76102-5903TX1948-10$133,054
SubordinateFinancial Executives International, San Antonio Chapter9501 Console Drive, San Antonio, TX 78229-2394TX1948-10$119,787
SubordinateFinancial Executives International, Kansas City Chapter9218 Metcalf 151, Overland Park, KS 66212-1476KS1964-05$109,846
Number of affiliated organizations
Alabama1
Arizona1
California6
Colorado1
Connecticut2
Florida4
Georgia1
Hawaii1
Iowa2
Illinois3
Indiana3
Kansas2
Kentucky1
Massachusetts1
Michigan2
Minnesota1
Missouri1
North Carolina1
Nebraska1
New Jersey12
Nevada1
New York4
Ohio5
Oklahoma2
Pennsylvania6
Rhode Island1
Tennessee4
Texas5
Virginia1
Washington1
Wisconsin3
Total80

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