Civic Intelligence

Illinois Financial Services Association

990EZ • Fiscal year 2021 • EIN 36-2420724

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 08, 2022

Organization ProfileN/A
33 N Dearborn St 1140Chicago, IL 60602

(217) 423-9300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

8th percentile

-54%

Higher net margin than 8% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

3rd percentile

-61%

Faster asset growth than 3% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

43rd percentile

-1.9%

Faster revenue growth than 43% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$39,672

Down $63,353 (-61%) from 2020

Net Assets

Down

$39,672

Down $63,353 (-61%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$117,210

Down $2,230 (-1.9%) from 2020

Expenses

Up

$180,563

Up $65,240 (+57%) from 2020

Net Income

Down

-$63,353

Down $67,470 (-1639%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2010: $76,916Net Assets 2010: $76,9162010Assets 2011: $95,418Net Assets 2011: $95,4182011Assets 2012: $82,250Net Assets 2012: $82,2502012Assets 2013: $78,217Net Assets 2013: $78,2172013Assets 2014: $74,164Net Assets 2014: $74,1642014Assets 2015: $71,742Net Assets 2015: $71,7422015Assets 2016: $92,845Net Assets 2016: $92,8452016Assets 2017: $92,125Net Assets 2017: $92,1252017Assets 2018: $95,029Net Assets 2018: $95,0292018Assets 2019: $98,908Net Assets 2019: $98,9082019Assets 2020: $103,025Net Assets 2020: $103,0252020Assets 2021: $39,672Net Assets 2021: $39,6722021Assets 2022: $8,899Net Assets 2022: $8,8992022Assets 2023: $32,928Liabilities 2023: $0Net Assets 2023: $32,9282023Assets 2024: $32,748Liabilities 2024: $0Net Assets 2024: $32,7482024

Highlighted filing

2021

Assets$39,672
Liabilities-
Net Assets$39,672
Open 2021 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2010: $148,153Expenses 2010: $125,630Net Income 2010: $22,5232010Revenue 2011: $145,540Expenses 2011: $127,038Net Income 2011: $18,5022011Revenue 2012: $126,723Expenses 2012: $139,891Net Income 2012: -$13,1682012Revenue 2013: $127,044Expenses 2013: $131,077Net Income 2013: -$4,0332013Revenue 2014: $127,498Expenses 2014: $131,551Net Income 2014: -$4,0532014Revenue 2015: $129,862Expenses 2015: $132,284Net Income 2015: -$2,4222015Revenue 2016: $135,532Expenses 2016: $114,429Net Income 2016: $21,1032016Revenue 2017: $135,574Expenses 2017: $136,294Net Income 2017: -$7202017Revenue 2018: $135,949Expenses 2018: $133,045Net Income 2018: $2,9042018Revenue 2019: $127,534Expenses 2019: $123,655Net Income 2019: $3,8792019Revenue 2020: $119,440Expenses 2020: $115,323Net Income 2020: $4,1172020Revenue 2021: $117,210Expenses 2021: $180,563Net Income 2021: -$63,3532021Revenue 2022: $104,500Expenses 2022: $135,273Net Income 2022: -$30,7732022Revenue 2023: $120,000Expenses 2023: $95,971Net Income 2023: $24,0292023Revenue 2024: $45,300Expenses 2024: $45,480Net Income 2024: -$1802024

Highlighted filing

2021

Revenue$117,210
Expenses$180,563
Net Income-$63,353
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 8, 2022
Return Version
2021v4.0
Gross Receipts
$117,210
Mission and Program Overview

Mission

The purpose of the organization is to educate, improve, & foster understanding of the consumer finance industry. Programs are designed to increase & share knowledge on consumer financing.

Program Services

DescriptionGrantsExpenses
The purpose of the organization is to educate,improve & foster understanding of the consumer finance industry. Programs were designed to increase and share the knowledge on consumer financing.--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jay GleasonDirector-$0--
Scott MilbournChairman-$0--
Dennis WiseVice-President-$0--
Melissa UlrichDirector-$0--
Martin LessDirector-$0--
Stacey JohnsonDirector-$0--
John MortonTreasurer-$0--
Ryan BlackDirector-$0--
George BolekDirector-$0--
Tammy WheatonDirector-$0--
Linda LaurenceDirector-$0--
Janel BrownDirector-$0--
Francis C LeeDirector-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Illinois Financial Services Association
EIN
36-2420724
Address
33 N Dearborn St 1140, Chicago, IL 60602

Signing Officer

Name
Brett Ashton
Title
Executive Director
Signed
2022-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Pehlman & Dold PC
Address
100 North Amos Avenue, Springfield, IL 62702
Preparer
Jamie Nichols
Phone
2177870563
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Registration Fees $395”

Raw XML Appendix144 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Brett Ashton
IRS990EZ/BooksInCareOfDetail/PhoneNum02174239300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt033 N Dearborn St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Chicago
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0103025
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039672
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-63353
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0180168
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0103025
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039672
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0117210
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0117210
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0103025
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039672
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0103025
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039672
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jay Gleason
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Scott Milbourn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dennis Wise
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melissa Ulrich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Martin Less
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Stacey Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6John Morton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Ryan Black
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8George Bolek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Tammy Wheaton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Linda Laurence
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Janel Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Francis C Lee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0395
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The purpose of the organization is to educate, improve, & foster understanding of the consumer finance industry. Programs are designed to increase & share knowledge on consumer financing.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The purpose of the organization is to educate,improve & foster understanding of the consumer finance industry. Programs were designed to increase and share the knowledge on consumer financing.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0180563
IRS990EZ/TotalRevenueAmt0117210
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Registration Fees $395
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brett Ashton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Illinois Financial Services Association
ReturnHeader/Filer/BusinessNameControlTxt0ILLI
ReturnHeader/Filer/EIN0362420724
ReturnHeader/Filer/USAddress/AddressLine1Txt033 N Dearborn St 1140
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060602
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371236680
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pehlman & Dold PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 North Amos Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Springfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062702
ReturnHeader/PreparerPersonGrp/PhoneNum02177870563
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jamie Nichols
ReturnHeader/ReturnTs02022-09-08T15:59:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Brett
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ashton
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,672
Liabilities
-
Net assets
$39,672
Revenue
$117,210
Expenses
$180,563
Net income
-$63,353
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.45$0.45$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.20$0.96$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.09$0.09$1.05$1.35$0.31
2021Detailed filing. Detailed filing data is available for this year.$0.40$0.40$1.17$1.81$0.63
2020Detailed filing. Detailed filing data is available for this year.$1.03$1.03$1.19$1.15$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.99$1.28$1.24$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.95$1.36$1.33$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.92$0.92$1.36$1.36$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.93$1.36$1.14$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.72$1.30$1.32$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.74$1.27$1.32$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.78$0.78$1.27$1.31$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.82$1.27$1.40$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.95$1.46$1.27$0.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.77$1.48$1.26$0.23