Civic Intelligence

Chicago Finance Exchange

990EZ • Fiscal year 2019 • EIN 36-3198333

Feb 01, 2018 to Jan 31, 2019 • Filed on Jul 09, 2019

20960 Frankfort Square Rd No BFrankfort, IL 60423

(312) 833-8782

Siviq Scores

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

Liabilities / Assets

86th percentile

0.29x

Higher debt load relative to assets than 86% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

92nd percentile

0.39x

Higher debt load relative to revenue than 92% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

31st percentile

-4.4%

Higher net margin than 31% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

28th percentile

-8.9%

Faster asset growth than 28% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

51st percentile

1.2%

Faster revenue growth than 51% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$175,572

Down $17,088 (-8.9%) from 2018

Net Assets

Down

$124,362

Down $5,838 (-4.5%) from 2018

Liabilities

Down

$51,210

Down $11,250 (-18%) from 2018

Revenue

Up

$131,842

Up $1,609 (+1.2%) from 2018

Expenses

Down

$137,680

Down $12,269 (-8.2%) from 2018

Net Income

Up

-$5,838

Up $13,878 (+70%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $186,339Liabilities 2011: $36,066Net Assets 2011: $150,2732011Assets 2012: $217,794Liabilities 2012: $69,640Net Assets 2012: $148,1542012Assets 2013: $361,366Liabilities 2013: $60,400Net Assets 2013: $300,9662013Assets 2015: $282,467Liabilities 2015: $89,764Net Assets 2015: $192,7032015Assets 2016: $248,612Liabilities 2016: $71,512Net Assets 2016: $177,1002016Assets 2017: $221,821Liabilities 2017: $71,905Net Assets 2017: $149,9162017Assets 2018: $192,660Liabilities 2018: $62,460Net Assets 2018: $130,2002018Assets 2019: $175,572Liabilities 2019: $51,210Net Assets 2019: $124,3622019Assets 2020: $187,627Liabilities 2020: $72,420Net Assets 2020: $115,2072020Assets 2021: $207,291Liabilities 2021: $47,550Net Assets 2021: $159,7412021Assets 2022: $234,613Liabilities 2022: $62,400Net Assets 2022: $172,2132022Assets 2023: $230,505Liabilities 2023: $53,340Net Assets 2023: $177,1652023Assets 2024: $211,897Liabilities 2024: $31,930Net Assets 2024: $179,9672024Assets 2025: $198,813Liabilities 2025: $29,080Net Assets 2025: $169,7332025

Highlighted filing

2019

Assets$175,572
Liabilities$51,210
Net Assets$124,362

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $104,715Expenses 2011: $98,730Net Income 2011: $5,9852011Revenue 2012: $105,182Expenses 2012: $107,350Net Income 2012: -$2,1682012Expenses 2013: $112,0932013Revenue 2015: $114,296Expenses 2015: $234,038Net Income 2015: -$119,7422015Revenue 2016: $126,854Expenses 2016: $142,457Net Income 2016: -$15,6032016Revenue 2017: $146,824Expenses 2017: $174,008Net Income 2017: -$27,1842017Revenue 2018: $130,233Expenses 2018: $149,949Net Income 2018: -$19,7162018Revenue 2019: $131,842Expenses 2019: $137,680Net Income 2019: -$5,8382019Revenue 2020: $145,449Expenses 2020: $154,604Net Income 2020: -$9,1552020Revenue 2021: $112,872Expenses 2021: $68,338Net Income 2021: $44,5342021Revenue 2022: $117,792Expenses 2022: $105,320Net Income 2022: $12,4722022Revenue 2023: $108,197Expenses 2023: $103,245Net Income 2023: $4,9522023Revenue 2024: $113,832Expenses 2024: $111,030Net Income 2024: $2,8022024Revenue 2025: $94,236Expenses 2025: $104,470Net Income 2025: -$10,2342025

Highlighted filing

2019

Revenue$131,842
Expenses$137,680
Net Income-$5,838
Jump To
Filing Snapshot
Filing Period
Feb 1, 2018 to Jan 31, 2019
Signed
Jul 9, 2019
Return Version
2018v3.1
Gross Receipts
$131,842
Mission and Program Overview

Mission

The mission of the chicago finance exchange is to enhance the professional growth of its members as leaders and decision makers.

Program Services

DescriptionGrantsExpenses
PROFESSIONAL MEETINGS WITH SPEAKERS ON A VARIETY OF FINANCE AND ACCOUNTING RELATED SUBJECTS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEENAL SETHNAPresident-$0--
KIM ADRIANOVice President-$0--
LINDA KLUTESecretary-$0--
JOAN ROCKEYTreasurer-$0--
MARTHA MCGUIREPast President-$0--
JUDY ANDRINGADirector-$0--
MARGARET ANNETTDirector-$0--
DENISE BROWNDirector-$0--
JESSICA COLEMANDirector-$0--
JULIE DURKINDirector-$0--
KATHY HOSTYDirector-$0--
LAURA PEARLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Chicago Finance Exchange
EIN
36-3198333
Phone
3128338782
Address
20960 FRANKFORT SQUARE RD NO B, FRANKFORT, IL 60423

Signing Officer

Name
Joan Rockey
Title
Treasurer
Phone
3128338782
Signed
2019-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Sassetti LLC
Address
6611 NORTH AVENUE, OAK PARK, IL 60302
Preparer
Jeff Schroeder
Phone
7083861433
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 102.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: credit card expense. Amount: 3,761. Description: insurance. Amount: 924. Description: management fees. Amount: 63,600. Description: meetings. Amount: 47,066. Description: miscellaneous. Amount: 311. Description: programs - social. Amount: 14,673. Description: travel. Amount: 306. Description: website. Amount: 5,260. Total to form 990-ez, line 16: 135,901.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid event costs. Beg. Of year amount: 1,000. End of year amount: 1,668.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: deferred membership dues. Beg. Of year amount: 62,460. End of year amount: 50,920. Description: accrued expenses. Beg. Of year amount: 0. End of year amount: 290.

Raw XML Appendix176 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DENISE BROWN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt01668
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0135901
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE CHICAGO FINANCE EXCHANGE IS TO ENHANCE THE PROFESSIONAL GROWTH OF ITS MEMBERS AS LEADERS AND DECISION MAKERS.
IRS990EZ/PrintingPublicationsPostageAmt0599
IRS990EZ/ProgramServiceRevenueAmt09280
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROFESSIONAL MEETINGS WITH SPEAKERS ON A VARIETY OF FINANCE AND ACCOUNTING RELATED SUBJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt051210
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0137680
IRS990EZ/TotalRevenueAmt0131842
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CHICAGOFINANCEEXCHANGE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 102.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CREDIT CARD EXPENSE. AMOUNT: 3,761. DESCRIPTION: INSURANCE. AMOUNT: 924. DESCRIPTION: MANAGEMENT FEES. AMOUNT: 63,600. DESCRIPTION: MEETINGS. AMOUNT: 47,066. DESCRIPTION: MISCELLANEOUS. AMOUNT: 311. DESCRIPTION: PROGRAMS - SOCIAL. AMOUNT: 14,673. DESCRIPTION: TRAVEL. AMOUNT: 306. DESCRIPTION: WEBSITE. AMOUNT: 5,260. TOTAL TO FORM 990-EZ, LINE 16: 135,901.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PREPAID EVENT COSTS. BEG. OF YEAR AMOUNT: 1,000. END OF YEAR AMOUNT: 1,668.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DEFERRED MEMBERSHIP DUES. BEG. OF YEAR AMOUNT: 62,460. END OF YEAR AMOUNT: 50,920. DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 290.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN ROCKEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03128338782
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHICAGO FINANCE EXCHANGE
ReturnHeader/Filer/BusinessNameControlTxt0CHIC
ReturnHeader/Filer/EIN0363198333
ReturnHeader/Filer/PhoneNum03128338782
ReturnHeader/Filer/USAddress/AddressLine1Txt020960 FRANKFORT SQUARE RD NO B
ReturnHeader/Filer/USAddress/CityNm0FRANKFORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060423
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02044719FEB8C15E50051C655287DED62830B7863
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.15.34.189
ReturnHeader/FilingSecurityInformation/IPDt02019-07-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:21:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362239746
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SASSETTI LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06611 NORTH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAK PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060302
ReturnHeader/PreparerPersonGrp/PhoneNum07083861433
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF SCHROEDER
ReturnHeader/ReturnTs02019-07-09T12:02:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-02-01
ReturnHeader/TaxPeriodEndDt02019-01-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.99$0.29$1.70$0.94$1.04$0.10
2024Detailed filing. Detailed filing data is available for this year.$2.12$0.32$1.80$1.14$1.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.31$0.53$1.77$1.08$1.03$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.35$0.62$1.72$1.18$1.05$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.07$0.48$1.60$1.13$0.68$0.45
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.72$1.15$1.45$1.55$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.76$0.51$1.24$1.32$1.38$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.93$0.62$1.30$1.30$1.50$0.20
2017Detailed filing. Detailed filing data is available for this year.$2.22$0.72$1.50$1.47$1.74$0.27
2016Detailed filing. Detailed filing data is available for this year.$2.49$0.72$1.77$1.27$1.42$0.16
2015Detailed filing. Detailed filing data is available for this year.$2.82$0.90$1.93$1.14$2.34$1.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.61$0.60$3.01$1.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$0.70$1.48$1.05$1.07$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.36$1.50$1.05$0.99$0.06