Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
990EZ • Fiscal year 2017 • EIN 36-3198333
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
Liabilities / Revenue
94th percentile
Higher debt load relative to revenue than 94% of similar nonprofits.
Net Margin
14th percentile
Higher net margin than 14% of similar nonprofits.
Top Officer Pay
70th percentile
Higher top officer pay than 70% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
26th percentile
Faster asset growth than 26% of similar nonprofits.
Revenue Growth
76th percentile
Faster revenue growth than 76% of similar nonprofits.
Assets
Down$221,821
Down $26,791 (-11%) from 2016
Net Assets
Down$149,916
Down $27,184 (-15%) from 2016
Liabilities
Up$71,905
Up $393 (+0.5%) from 2016
Revenue
Up$146,824
Up $19,970 (+16%) from 2016
Expenses
Up$174,008
Up $31,551 (+22%) from 2016
Net Income
Down-$27,184
Down $11,581 (-74%) from 2016
The mission of the chicago finance exchange is to enhance the professional growth of its members as leaders and decision makers.
| Description | Grants | Expenses |
|---|---|---|
| Professional meetings with speakers on a variety of finance and accounting related subjects. | $0 | $0 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SARA HAYS | President | - | $0 | - | - |
| MARTHA MCGUIRE | Vice President | - | $0 | - | - |
| LINDA KLUTE | Secretary | - | $0 | - | - |
| laura Pearl | Treasurer | - | $0 | - | - |
| kim Adriano | Member At Large | - | $0 | - | - |
| judy andringa | Director | - | $0 | - | - |
| margaret annett | Director | - | $0 | - | - |
| Kathy Hosty | Director | - | $0 | - | - |
| Jo jackson | Director | - | $0 | - | - |
| denise kenny | Director | - | $0 | - | - |
| chris maki | Director | - | $0 | - | - |
| TERESA MCMAHON | Director | - | $0 | - | - |
“Description: Interest. Amount: 144.”
“Description: Management fees. Amount: 51,460. Description: Meetings. Amount: 87,558. Description: CREDIT CARD EXPENSE. Amount: 4,847. Description: Website. Amount: 7,497. Description: Honorarium. Amount: 400. Description: Insurance. Amount: 924. Description: Miscellaneous. Amount: 564. Description: Travel. Amount: 343. Description: Board MEETING EXPENSE. Amount: 2,595. Description: SPONSORSHIP. Amount: 1,000. Description: PROGRAMS - SOCIAL. Amount: 15,278. Total to Form 990-EZ, line 16: 172,466.”
“Description: PREPAID EVENT COSTS. Beg. of Year Amount: 2,750. End of Year Amount: 4,553. Description: UNDEPOSITED FUNDS. Beg. of Year Amount: 0. End of Year Amount: 3,000.”
“Description: DEFERRED MEMBERSHIP DUES. Beg. of Year Amount: 71,380. End of Year Amount: 71,820. Description: Accrued Expenses. Beg. of Year Amount: 132. End of Year Amount: 0. Description: DEFERRED GUEST FEES. Beg. of Year Amount: 0. End of Year Amount: 85.”
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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Glatz Management Services |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8158064908 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 20960 Frankfort Square Rd Ste B |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Frankfort |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 60423 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 245862 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 214268 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 22500 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -27184 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 750 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 248612 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 221821 |
| IRS990EZ/GrossReceiptsAmt | 0 | 146824 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 144 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 117080 |
| IRS990EZ/MethodOfAccountingOtherDesc | 0 | Modified Cash Basis |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 177100 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 149916 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 177100 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 149916 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 400 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | SARA HAYS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MARTHA MCGUIRE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | LINDA KLUTE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | laura Pearl |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | kim Adriano |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | judy andringa |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | margaret annett |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Kathy Hosty |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Jo jackson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | denise kenny |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | chris maki |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | TERESA MCMAHON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | MEMBER AT LARGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Director |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 2750 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 7553 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 172466 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | The mission of the Chicago Finance Exchange is to enhance the professional growth of its members as leaders and decision makers. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 392 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 7100 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Professional meetings with speakers on a variety of finance and accounting related subjects. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 71512 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 71905 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 174008 |
| IRS990EZ/TotalRevenueAmt | 0 | 146824 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.CHICAGOFINANCEEXCHANGE.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: Interest. Amount: 144. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description: Management fees. Amount: 51,460. Description: Meetings. Amount: 87,558. Description: CREDIT CARD EXPENSE. Amount: 4,847. Description: Website. Amount: 7,497. Description: Honorarium. Amount: 400. Description: Insurance. Amount: 924. Description: Miscellaneous. Amount: 564. Description: Travel. Amount: 343. Description: Board MEETING EXPENSE. Amount: 2,595. Description: SPONSORSHIP. Amount: 1,000. Description: PROGRAMS - SOCIAL. Amount: 15,278. Total to Form 990-EZ, line 16: 172,466. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description: PREPAID EVENT COSTS. Beg. of Year Amount: 2,750. End of Year Amount: 4,553. Description: UNDEPOSITED FUNDS. Beg. of Year Amount: 0. End of Year Amount: 3,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description: DEFERRED MEMBERSHIP DUES. Beg. of Year Amount: 71,380. End of Year Amount: 71,820. Description: Accrued Expenses. Beg. of Year Amount: 132. End of Year Amount: 0. Description: DEFERRED GUEST FEES. Beg. of Year Amount: 0. End of Year Amount: 85. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 4 - Other Investment Income |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part II, Line 24 - Other Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part II, Line 26 - Other Liabilities |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Laura Pearl |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8154640105 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-06-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Chicago Finance Exchange |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CHIC |
| ReturnHeader/Filer/EIN | 0 | 363198333 |
| ReturnHeader/Filer/PhoneNum | 0 | 3128338782 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 20960 Frankfort Square Rd No B |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Frankfort |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 60423 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | C1345BF01031A6A7A60597448CE14423B1AF37DA |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 173.15.34.189 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2017-06-12 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 13:35:00 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 362239746 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Sassetti LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 6611 North Avenue |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Oak Park |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 60302 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7083861433 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-06-12 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JEFF SCHROEDER |
| ReturnHeader/ReturnTs | 0 | 2017-06-14T16:29:45-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-02-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-01-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.