Civic Intelligence

Illinois Society of Enrolled Agents

EIN 36-3685809 • 501(c)6 • Worth, IL

Profile

Promotion & Education for Enrolled Agents

10825 S 71st CourtWorth, IL 60482

www.ilsea.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

88th percentile

29%

Higher net margin than 88% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

67th percentile

8.1%

Faster asset growth than 67% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

1.9%

Faster revenue growth than 55% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$136,720

Up $10,258 (+8.1%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$136,720

Up $10,258 (+8.1%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin88th percentile

Revenue

Up

$41,312

Up $763 (+1.9%) from 2023

Expenses

Down

$29,308

Down $11,317 (-28%) from 2023

Net Income

Up

$12,004

Up $12,080 (+15895%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $81,949Liabilities 2010: $9,580Net Assets 2010: $72,3692010Assets 2011: $77,496Liabilities 2011: $7,170Net Assets 2011: $70,3262011Assets 2012: $84,757Liabilities 2012: $487Net Assets 2012: $84,2702012Assets 2013: $99,748Liabilities 2013: $1,048Net Assets 2013: $98,7002013Assets 2015: $113,276Net Assets 2015: $113,2762015Assets 2016: $122,355Net Assets 2016: $122,3552016Assets 2017: $129,284Net Assets 2017: $129,2842017Assets 2018: $140,960Net Assets 2018: $140,9602018Assets 2019: $149,594Liabilities 2019: $4,992Net Assets 2019: $144,6022019Assets 2020: $138,989Net Assets 2020: $138,9892020Assets 2021: $133,736Net Assets 2021: $133,7362021Assets 2023: $126,462Net Assets 2023: $126,4622023Assets 2024: $136,720Liabilities 2024: $0Net Assets 2024: $136,7202024

Highlighted filing

2024

Assets$136,720
Liabilities$0
Net Assets$136,720
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2010: $62,408Expenses 2010: $54,079Net Income 2010: $8,3292010Revenue 2011: $49,316Expenses 2011: $51,359Net Income 2011: -$2,0432011Revenue 2012: $58,409Expenses 2012: $44,465Net Income 2012: $13,9442012Revenue 2013: $66,531Expenses 2013: $52,101Net Income 2013: $14,4302013Revenue 2015: $65,830Expenses 2015: $59,595Net Income 2015: $6,2352015Revenue 2016: $47,052Expenses 2016: $37,973Net Income 2016: $9,0792016Revenue 2017: $49,906Expenses 2017: $42,977Net Income 2017: $6,9292017Revenue 2018: $42,779Expenses 2018: $31,103Net Income 2018: $11,6762018Revenue 2019: $50,425Expenses 2019: $45,378Net Income 2019: $5,0472019Revenue 2020: $42,632Expenses 2020: $48,245Net Income 2020: -$5,6132020Revenue 2021: $20,055Expenses 2021: $25,308Net Income 2021: -$5,2532021Revenue 2023: $40,549Expenses 2023: $40,625Net Income 2023: -$762023Revenue 2024: $41,312Expenses 2024: $29,308Net Income 2024: $12,0042024

Highlighted filing

2024

Revenue$41,312
Expenses$29,308
Net Income$12,004
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$136,720
Liabilities
$0
Net assets
$136,720
Revenue
$41,312
Expenses
$29,308
Net income
$12,004
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.41$0.29$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$1.26$0.41$0.41$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.34$1.34$0.20$0.25$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$1.39$0.43$0.48$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.50$0.05$1.45$0.50$0.45$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$1.41$0.43$0.31$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.29$1.29$0.50$0.43$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.47$0.38$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.66$0.60$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.01$0.99$0.67$0.52$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.84$0.58$0.44$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.07$0.70$0.49$0.51$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.10$0.72$0.62$0.54$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$41,312
Mission and Program Overview

Mission

Promotion and education of enrolled agents

Promotion and ed of enrolled agents

Program Services

DescriptionGrantsExpenses
HELD ONE 2-DAY CONFERENCE, ONE SEMINAR, AND 2 WEBINARS TO FURTHER EDUCATE ENROLED AGENTS.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAWSAN ABUBAKERPresident-$0--
GEORGE A SMITH1st Vice President-$0--
ROBERT BYRNS2nd Vice President-$0--
JEANIE A PERRYSecretary-$0--
DENNIS LHOTAKDirector-$0--
GEORGE CROUSEDirector-$0--
HEM L GOYALDirector-$0--
ERNESTINA DELGADODirector-$0--
WILLIAM B HAMMONDDirector-$0--
DONNA TUKEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Illinois Society of Enrolled Agents
EIN
36-3685809
Address
10825 S 71ST COURT, WORTH, IL 60482

Signing Officer

Name
Jeanie a Perry
Title
Treasurer
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Leading Financial Services Inc
Address
275 Stonegate Rd Suite K, Algonquin, IL 60102
Preparer
Jeanie A Perry EA
Phone
2242675051
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountmeeting & seminar expenses 10,926speaker fees 2,584website & tech 267bank charges 91merchant fee 735license & fees 149software & apps 4,750board & committee meetings 1,243”

Other changes in net assets or fund balances Part I line 20

“Description amountfy2023 income overstated (1,746)”

Raw XML Appendix145 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/PersonNm0JEANIE A PERRY
IRS990EZ/BooksInCareOfDetail/PhoneNum02242675051
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0275 STONEATE RD STE K
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALGONQUIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060102
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0126462
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0136720
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012004
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0126462
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0136720
IRS990EZ/GrossReceiptsAmt041312
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05092
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt012045
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0126462
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0136720
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0126462
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0136720
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAWSAN ABUBAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GEORGE A SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT BYRNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEANIE A PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DENNIS LHOTAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GEORGE CROUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HEM L GOYAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ERNESTINA DELGADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8WILLIAM B HAMMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DONNA TUKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-1746
IRS990EZ/OtherExpensesTotalAmt020745
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION AND ED OF ENROLLED AGENTS
IRS990EZ/PrintingPublicationsPostageAmt01063
IRS990EZ/ProgramServiceRevenueAmt024175
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELD ONE 2-DAY CONFERENCE, ONE SEMINAR, AND 2 WEBINARS TO FURTHER EDUCATE ENROLED AGENTS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029308
IRS990EZ/TotalRevenueAmt041312
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMEETING & SEMINAR EXPENSES 10,926SPEAKER FEES 2,584WEBSITE & TECH 267BANK CHARGES 91MERCHANT FEE 735LICENSE & FEES 149SOFTWARE & APPS 4,750BOARD & COMMITTEE MEETINGS 1,243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTFY2023 INCOME OVERSTATED (1,746)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANIE A PERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ILLINOIS SOCIETY OF ENROLLED AGENTS
ReturnHeader/Filer/BusinessNameControlTxt0ILLI
ReturnHeader/Filer/EIN0363685809
ReturnHeader/Filer/USAddress/AddressLine1Txt010825 S 71ST COURT
ReturnHeader/Filer/USAddress/CityNm0WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060482
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475023057
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Leading Financial Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0275 Stonegate Rd Suite K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Algonquin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060102
ReturnHeader/PreparerPersonGrp/PhoneNum02242675051
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeanie A Perry EA
ReturnHeader/ReturnTs02025-05-14T15:56:23-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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