Civic Intelligence

Chicago and Northeastern Illinois Assoc Health Underwriters

990EZ • Fiscal year 2018 • EIN 36-3916892

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 15, 2018

318 Half Day Road Ste 322Buffalo Grove, IL 60089

(847) 651-2859

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

27th percentile

-6.8%

Higher net margin than 27% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

32nd percentile

-6.5%

Faster asset growth than 32% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

-9.1%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$24,984

Down $1,750 (-6.5%) from 2017

Net Assets

Down

$24,984

Down $1,750 (-6.5%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$25,794

Down $2,586 (-9.1%) from 2017

Expenses

Down

$27,544

Down $9,185 (-25%) from 2017

Net Income

Up

-$1,750

Up $6,599 (+79%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2014: $34,057Liabilities 2014: $0Net Assets 2014: $34,0572014Assets 2015: $41,504Liabilities 2015: $0Net Assets 2015: $41,5042015Assets 2016: $36,038Net Assets 2016: $36,0382016Assets 2017: $26,734Net Assets 2017: $26,7342017Assets 2018: $24,984Net Assets 2018: $24,9842018Assets 2019: $30,765Net Assets 2019: $30,7652019Assets 2020: $26,548Net Assets 2020: $26,5482020Assets 2021: $0Net Assets 2021: $02021

Highlighted filing

2018

Assets$24,984
Liabilities-
Net Assets$24,984

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2014: $59,181Expenses 2014: $46,939Net Income 2014: $12,2422014Revenue 2015: $58,382Expenses 2015: $50,935Net Income 2015: $7,4472015Revenue 2016: $54,484Expenses 2016: $51,146Net Income 2016: $3,3382016Revenue 2017: $28,380Expenses 2017: $36,729Net Income 2017: -$8,3492017Revenue 2018: $25,794Expenses 2018: $27,544Net Income 2018: -$1,7502018Revenue 2019: $29,799Expenses 2019: $24,019Net Income 2019: $5,7802019Revenue 2020: $16,411Expenses 2020: $20,629Net Income 2020: -$4,2182020Revenue 2021: $6,607Expenses 2021: $5,595Net Income 2021: $1,0122021

Highlighted filing

2018

Revenue$25,794
Expenses$27,544
Net Income-$1,750
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 15, 2018
Return Version
2017v2.3
Gross Receipts
$25,794
Mission and Program Overview

Mission

To improve its members abilities to meet the health, financial and retirement security needs of their clients through education, advocacy and professional development.

Program Services

DescriptionGrantsExpenses
THE ASSOCIATION SPONSORS AN ANNUAL EXPOSITION WHICH QUALIFIES FOR CPE CREDIT FROM THE ILLINOIS DEPARTMENT OF INSURANCE AND OFFERS SYMPOSIUMS ON HEALTH CARE ISSUES.--
THE ASSOCIATION OFFERS BREAKFAST MEETINGS FOR MEMBERS WHICH ALLOW MEMBERS TO EARN CPE CREDIT.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUIS PASQUESIPresident-$0--
SHELDON LEVENBROOKTreasurer-$0--
JESSICA PIERCESecretary-$0--
HOLLY MONGERExecutive Di-$0--
Filing and Contact Details

Filer

Filer Name
Chicago and Northeastern Illinois
EIN
36-3916892
Phone
8476512859
Address
318 HALF DAY ROAD STE 322, BUFFALO GROVE, IL 60089

Signing Officer

Name
Sheldon Levenbrook
Title
Treasurer
Phone
8476512859
Signed
2018-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Bryant & Davalle Pc
Address
1210 W NORTHWEST HWY, PALATINE, IL 60067-1897
Preparer
Mark Davalle CPA
Phone
8473580800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 726 information technology 383 travel 3,579 conferences/meetings 2,328 insurance 486 breakfast venue 3,850 expo expenses 3,810 merchant fees 563 office management 9,600 other program expense 539 telephone 661 staff development 400 total 26,925

Form 990-ez, Part III

To improve its members abilities to meet the health, financial and retirement security needs of their clients through education, advocacy and professional development.

Raw XML Appendix105 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/PersonNm0SHELDON LEVENBROOK
IRS990EZ/BooksInCareOfDetail/PhoneNum08476512859
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0318 HALF DAY RD STE 322
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BUFFALO GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060089
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026734
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024984
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1750
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0475
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026734
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024984
IRS990EZ/GrossReceiptsAmt025794
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06782
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026734
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024984
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026734
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024984
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LOUIS PASQUESI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHELDON LEVENBROOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA PIERCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOLLY MONGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026925
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO IMPROVE ITS MEMBERS ABILITIES TO MEET THE HEALTH, FINANCIAL AND RETIREMENT SECURITY NEEDS OF THEIR CLIENTS THROUGH EDUCATION, ADVOCACY AND PROFESSIONAL DEVELOPMENT.
IRS990EZ/PrintingPublicationsPostageAmt0144
IRS990EZ/ProgramServiceRevenueAmt019012
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ASSOCIATION SPONSORS AN ANNUAL EXPOSITION WHICH QUALIFIES FOR CPE CREDIT FROM THE ILLINOIS DEPARTMENT OF INSURANCE AND OFFERS SYMPOSIUMS ON HEALTH CARE ISSUES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ASSOCIATION OFFERS BREAKFAST MEETINGS FOR MEMBERS WHICH ALLOW MEMBERS TO EARN CPE CREDIT.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027544
IRS990EZ/TotalRevenueAmt025794
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CNIAHU.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 726 INFORMATION TECHNOLOGY 383 TRAVEL 3,579 CONFERENCES/MEETINGS 2,328 INSURANCE 486 BREAKFAST VENUE 3,850 EXPO EXPENSES 3,810 MERCHANT FEES 563 OFFICE MANAGEMENT 9,600 OTHER PROGRAM EXPENSE 539 TELEPHONE 661 STAFF DEVELOPMENT 400 TOTAL 26,925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO IMPROVE ITS MEMBERS ABILITIES TO MEET THE HEALTH, FINANCIAL AND RETIREMENT SECURITY NEEDS OF THEIR CLIENTS THROUGH EDUCATION, ADVOCACY AND PROFESSIONAL DEVELOPMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELDON LEVENBROOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08476512859
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHICAGO AND NORTHEASTERN ILLINOIS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOC HEALTH UNDERWRITERS
ReturnHeader/Filer/BusinessNameControlTxt0CHIC
ReturnHeader/Filer/EIN0363916892
ReturnHeader/Filer/PhoneNum08476512859
ReturnHeader/Filer/USAddress/AddressLine1Txt0318 HALF DAY ROAD STE 322
ReturnHeader/Filer/USAddress/CityNm0BUFFALO GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060089
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E2EB2F39B3076ACB603B6C1F634A673BB3753D20
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01033E4BDEAEE54C7E8E5D05F3A520B806DDBEB5F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.81.202.77
ReturnHeader/FilingSecurityInformation/IPDt02018-09-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:20:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461344855
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRYANT & DAVALLE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01210 W NORTHWEST HWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALATINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600671897
ReturnHeader/PreparerPersonGrp/PhoneNum08473580800
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK DAVALLE CPA
ReturnHeader/ReturnTs02018-09-20T13:20:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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