2025-03-03T09:45:43-05:00 2024-06-30 BDO USA 300 PARK AVENUE STE 900 SAN JOSE CA 95110 990 2023-07-01 471213939 FINANCIAL EXECUTIVES INTERNATIONAL SILICON VALLEY CHAPTER INC % MICKY ROBLEDO FINA 4089261866 1583 SUNDOWN LANE SAN JOSE CA 95127 BRENDA SWINEY Treasurer 4089261866 2025-03-01 true true SANDRA L FEINSMITH P01064157 4082780220 2025-03-01 2023 2025-03-06 01:10:19Z SCOTT TAYLOR 1583 SUNDOWN LANE SAN JOSE CA 95127 345859 false 1036 X WWW.FEISV.ORG X 2014 CA TO ADVANCE THE SUCCESS OF SENIOR-LEVEL FINANCIAL EXECUTIVES, THEIR ORGANIZATIONS AND THE PROFESSION. 16 16 0 16 0 0 0 0 234927 266976 3243 651 0 0 238170 267627 8000 12000 0 0 0 0 0 0 0 246257 248883 254257 260883 -16087 6744 466086 368640 209799 105609 256287 263031 TO ADVANCE THE SUCCESS OF SENIOR-LEVEL FINANCIAL EXECUTIVES, THEIR ORGANIZATIONS AND THE PROFESSION. false false FEISV PROVIDES PROFESSIONAL SUPPORT TO ITS MEMBERS THROUGH EDUCATION AND PROFESSIONAL DEVELOPMENT PROGRAMS. THE CHAPTER HAS REGULAR KEYNOTES, PROFESSIONAL DEVELOPMENT AND LEADERSHIP DEVELOPMENT EVENTS. THE CHAPTER ALSO PUBLISHES A NEWSLETTER TWICE A WEEK AND RAISES FUNDS FOR SCHOLARSHIPS THROUGH A GOLF TOURNAMENT AND OTHER SOCIAL EVENTS. false false false true false false false false false false false false false false false false false false false false false false false true false false false true false false false false false false false false false false false false true false false true 3 0 true 0 false false false false false false false false X 16 16 false false false false true true true true false false false true false false false false false false CA X MICKY ROBLEDO 4089261866 1583 SUNDOWN LANE SAN JOSE CA 95127 X MANPREET GROVER CHAPTER PRESIDENT 5.0 0.0 X X 0 0 0 SCOTT TAYLOR FIRST VICE PRESIDENT 5.0 0.0 X X 0 0 0 MANAV SINGH SECOND VICE PRESIDENT 5.0 0.0 X X 0 0 0 BRENDA SWINEY TREASURER 5.0 0.0 X X 0 0 0 TODD LOWENSTEIN SECRETARY 5.0 0.0 X X 0 0 0 JANICE BRADLEY DIRECTOR 1.0 0.0 X 0 0 0 RICK BROUNSTEIN DIRECTOR 1.0 0.0 X 0 0 0 ALEX KIANI DIRECTOR 1.0 0.0 X 0 0 0 RON KOLING DIRECTOR 1.0 0.0 X 0 0 0 DAVID LIEBES DIRECTOR 1.0 0.0 X 0 0 0 STUART MCFAUL DIRECTOR 1.0 0.0 X 0 0 0 MARK MUENCHOW DIRECTOR 1.0 0.0 X 0 0 0 GREG OVERHOLTZER DIRECTOR 1.0 0.0 X 0 0 0 RAJ SINKAR DIRECTOR 1.0 0.0 X 0 0 0 YUKO WAKASUGI DIRECTOR 1.0 0.0 X 0 0 0 BOB WORTHINGTON DIRECTOR 1.0 0.0 X 0 0 0 0 0 0 0 false false false 0 0 PARTNER INCOME 900099 164667 164667 MEMBERSHIP DUES 900099 53904 53904 EVENT INCOME 900099 36405 36405 SCHOLARSHIP REVENUE 900099 12000 12000 266976 651 0 651 0 0 0 0 0 0 78232 0 78232 0 0 0 0 0 0 0 0 0 267627 266976 0 651 0 12000 0 0 0 0 0 0 0 0 77880 0 11902 0 0 0 0 35241 9399 3894 0 0 0 0 108295 0 2272 0 0 260883 292880 164128 77358 181038 0 0 89327 20620 0 0 0 0 0 0 0 0 6521 2854 0 0 0 0 0 0 0 0 0 0 0 0 0 0 466086 368640 8003 182 57826 85182 143970 20245 0 0 0 0 0 0 0 0 0 0 0 0 209799 105609 X 256287 263031 0 0 256287 263031 466086 368640 6744 X false false false false true false GOLF TOURNAMENT 78232 78232 28548 49684 0 78232 78232 28548 49684 78232 0 true SCHOLARSHIPS 3 12000 SCHOLARSHIPS FINANCIAL 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. 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. FINANCIAL EXECUTIVES INTERNATIONAL PO BOX 764 FLORHAM PARK NJ 07932 841421286 NATIONAL ORG NJ 501(c)(6) N/A NA false false false false false false false false false false false false false true false false true false true false