Financial Executives International, San Francisco Bay Area Chapter in Orinda, California (CA)
Table of contents:
| Financial Executives International, San Francisco Bay Area Chapter | |
| Employer Identification Number (EIN) | 946104184 |
| Name of Organization | Financial Executives International |
| Secondary Name | San Francisco Bay Area Chapter |
| In Care of Name | Ingrid Ramsey-Plock |
| Address | 118 Bates Ct, Orinda, CA 94563-2902 |
| Activities | Professional association, Other services or benefits to members or employees |
| Subsection | Board of Trade |
| Ruling Date | 05/1964 |
| Deductibility | Contributions are not deductible |
| Foundation | All organizations except 501(c)(3) |
| Organization | Association |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 05/2014 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $90,712 |
| Amount of Income | $87,273 |
| Form 990 Revenue Amount | $87,273 |
Non-representatives - add comments:
Revenue for 2014
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | ||||
| 2011 | 2012 | 2013 | 2014 | |
|---|---|---|---|---|
| Total revenue | $112,291 | $98,981 | $112,527 | $87,273 |
| Contributions, gifts, grants, and similar amounts received | $40,000 | $40,000 | $61,000 | $45,000 |
| Program service revenue including government fees and contracts | $20,181 | $2,810 | $5,935 | $2,489 |
| Membership dues and assessments | $51,725 | $54,387 | $43,775 | $37,874 |
| Investment income | $385 | $1,784 | $1,817 | $1,910 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 | $0 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 | $0 |
| Total expenses | $79,967 | $99,157 | $127,327 | $112,677 |
| Total net assets | $131,093 | $130,917 | $116,117 | $90,712 |
| Excess/Deficit for the year | $32,324 | $-176 | $-14,800 | $-25,405 |
| Net assets or fund balances at beginning of year | $98,769 | $131,093 | $130,917 | $116,117 |
| Other changes in net assets or fund balances | $0 | $0 | $0 | $0 |
| Net assets or fund balances at end of year | $130,917 | $116,117 | $90,712 | |
| Balance Sheets | ||||
| 2011 | 2012 | 2013 | 2014 | |
|---|---|---|---|---|
| Total assets | $131,093 | $130,917 | $116,117 | $90,712 |
| Total liabilities | $0 | $0 | $0 | $0 |
| Net assets or fund balances | $131,093 | $130,917 | $116,117 | $90,712 |
| Other Information | ||||
| 2011 | 2012 | 2013 | 2014 | |
|---|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | No | |
| 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? | No | No | No | |
| Total amount involved | $0 | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $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? | No | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | No | |
| Reason for Public Charity Status (for 2014) | |
| The organization is not a private foundation because it is: | Not provided |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
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| Other organizations in California | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Filmmakers United | 10061 Riverside Dr Apt 84, Toluca Lake, CA 91602-2560 | CA | 1997-01 | $255,759 |
| 2 | Filoli Center | 86 Canada Rd, Woodside, CA 94062-4144 | CA | 1976-09 | $6,732,540 |
| 3 | Finacial Planning Association, Fpa Of Northern California | 6024 Snow Leopard Cir, Elk Grove, CA 95757-2601 | CA | $52,634 | |
| 4 | Finally Home Foundation | PO BOX 2110, Orange, CA 92859-0110 | CA | 2008-07 | $109,718 |
| 5 | Financial Benefits Credit Union | 1528 Webster St, Alameda, CA 94501-3340 | CA | 1961-06 | $987,156 |
| 6 | Financial Counselors Of America | 12501 Chandler Blvd 206, Valley Village, CA 91607-1941 | CA | 1993-03 | $36,840 |
| 7 | Financial Executives International | 1215 K Street Ste 1400, Sacramento, CA 95814 | CA | 1948-10 | $41,360 |
| 8 | Financial Executives International, Los Angeles Chapter | 2118 Wilshire Blvd Ste 252, Santa Monica, CA 90403-5704 | CA | 1948-10 | $135,334 |
| 9 | Financial Executives International, Orange County Chapter | 17224 Eagle Canyon Way, San Diego, CA 92127-8839 | CA | 1948-10 | $196,634 |
| 10 | Financial Executives International, San Diego Chapter | PO BOX 13054, La Jolla, CA 92039-3054 | CA | 1969-12 | $137,523 |
| 11 | Financial Executives International, San Francisco Bay Area Chapter | 118 Bates Ct, Orinda, CA 94563-2902 | CA | 1964-05 | $87,273 |
| 12 | Financial Executives International, Silicon Valley Chapter | 1583 Sundown Ln, San Jose, CA 95127-4657 | CA | 1948-10 | $311,923 |
| 13 | Financial Lawyers Conference | 10850 Wilshire Blvd Ste 400, Los Angeles, CA 90024-4316 | CA | 1975-05 | $223,946 |
| 14 | Financial Planning Association, Fpa Of The East Bay | 1931 San Miguel Drive, Walnut Creek, CA 94596-5357 | CA | 1978-03 | $84,569 |
| 15 | Financial Planning Association, Fpa Of Los Angeles | 210 N Glenoaks Blvd Ste C, Burbank, CA 91502-1255 | CA | 2000-09 | $68,816 |
| 16 | Financial Planning Association, Fpa Of Silicon Valley | 809-B Cuesta Dr 2127, Mountain View, CA 94040 | CA | 2000-09 | $65,374 |
| 17 | Financial Planning Association, Fpa Of Orange County | 2549 Eastbluff Dr Ste B, Newport Beach, CA 92660-3599 | CA | 2000-09 | $155,886 |
| 18 | Financial Planning Association, Fpa Of San Diego | 8889 Rio San Diego Dr Ste 202, San Diego, CA 92108-1673 | CA | 1978-03 | $118,780 |
| 19 | Financial Planning Association, Fpa Of San Fransisco | 9630 Bruceville Rd 106-149, Elk Grove, CA 95757-5512 | CA | 1978-03 | $136,775 |
| 20 | Financial Planning Forum Inc | 767 Brannan Pl, Concord, CA 94518-2204 | CA | 2005-07 | $33,290 |
| 20 biggest affiliated organizations | |||||
| Affiliation | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| Central | Financial Executives International | 100 Crystal A Drive, Hershey, PA 17033 | PA | 1948-10 | $8,876,132 |
| Subordinate | Financial Executives International, Dallas Chapter | PO BOX 910367, Dallas, TX 75391-0367 | TX | 1948-10 | $623,170 |
| Subordinate | Financial Executives International, Chicago Chapter | 216 W Jackson Blvd Ste 625, Chicago, IL 60606-6945 | IL | 1948-10 | $574,688 |
| Subordinate | Financial Executives International, Silicon Valley Chapter | 1583 Sundown Ln, San Jose, CA 95127-4657 | CA | 1948-10 | $311,923 |
| Subordinate | Financial Executives International, Washington State Chapter | 2150 N 107th St Ste 205, Seattle, WA 98133-9009 | WA | 1948-10 | $298,136 |
| Subordinate | Financial Executives International, Boston Chapter | 6 Boston Rd Ste 202, Chelmsford, MA 01824-3075 | MA | $266,759 | |
| Subordinate | Financial Executives International, Houston Chapter | PO BOX 32, Bellaire, TX 77402-0032 | TX | 1933-08 | $221,772 |
| Subordinate | Financial Executives International, Twin Cities Chapter | PO BOX 24555, Minneapolis, MN 55424-0555 | MN | 1964-05 | $210,260 |
| Subordinate | Financial Executives International, Orange County Chapter | 17224 Eagle Canyon Way, San Diego, CA 92127-8839 | CA | 1948-10 | $196,634 |
| Subordinate | Financial Executives International, Arizona Chapter | 7225 W Oakland St, Chandler, AZ 85226-2433 | AZ | 1948-10 | $193,158 |
| Subordinate | Financial Executives International, Detroit Chapter | 4251 Crescent View Dr, Tecumseh, MI 49286-8601 | MI | 1948-10 | $163,869 |
| Subordinate | Financial Executives International, Colorado Chapter | 8055 East Tufts Ave, Denver, CO 80237-2835 | CO | 1964-05 | $142,853 |
| Subordinate | Financial Executives International, Pittsburg Chapter | 2164 Truxton Dr, Pittsburgh, PA 15241-2230 | PA | 1948-10 | $138,765 |
| Subordinate | Financial Executives International, San Diego Chapter | PO BOX 13054, La Jolla, CA 92039-3054 | CA | 1969-12 | $137,523 |
| Subordinate | Financial Executives International, New Jersey Chapter | PO BOX 478, Botsford, CT 06404-0478 | CT | 1966-05 | $136,575 |
| Subordinate | Financial Executives International, Los Angeles Chapter | 2118 Wilshire Blvd Ste 252, Santa Monica, CA 90403-5704 | CA | 1948-10 | $135,334 |
| Subordinate | Financial Executives International, Tampa Bay Chapter | PO BOX 1181, Tampa, FL 33601-1181 | FL | 1948-10 | $133,538 |
| Subordinate | Financial Executives International, Fort Worth Chapter | 1401 Ballinger St Ste 203, Fort Worth, TX 76102-5903 | TX | 1948-10 | $133,054 |
| Subordinate | Financial Executives International, San Antonio Chapter | 9501 Console Drive, San Antonio, TX 78229-2394 | TX | 1948-10 | $119,787 |
| Subordinate | Financial Executives International, Kansas City Chapter | 9218 Metcalf 151, Overland Park, KS 66212-1476 | KS | 1964-05 | $109,846 |
| Number of affiliated organizations | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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