Civic Intelligence

Financial Planning Assoc of IL Inc

EIN 36-4412075 • 501(c)6 • Orland Park, IL

Profile

Service to the needs of the organization's members and the programs and services to members including but not limited to educational classes & seminars, regular membership meetings, local & state governmental affairs, public relations and public affairs

15128 La Grange Road STE 2763Orland Park, IL 60462

www.fpaillinois.org

Siviq Scores

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

Liabilities / Assets

79th percentile

0.17x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

74th percentile

0.07x

Higher debt load relative to revenue than 74% of similar nonprofits.

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

Net Margin

71st percentile

12%

Higher net margin than 71% 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

70th percentile

10%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

70th percentile

13%

Faster revenue growth than 70% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$56,103

Up $5,170 (+10%) from 2023

Liabilities

Down

$9,467

Down $10,117 (-52%) from 2023

Net Assets

Up

$46,636

Up $15,287 (+49%) from 2023

Operations
Liabilities / Revenue74th percentileNet Margin71st percentile

Revenue

Up

$136,456

Up $15,168 (+13%) from 2023

Expenses

Down

$120,168

Down $7,890 (-6.2%) from 2023

Net Income

Up

$16,288

Up $23,058 (+341%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$200K$150K$100K$50K$0Assets 2011: $138,151Liabilities 2011: $0Net Assets 2011: $138,1512011Assets 2012: $156,836Liabilities 2012: $0Net Assets 2012: $156,8362012Assets 2013: $136,958Liabilities 2013: $16,446Net Assets 2013: $120,5122013Assets 2014: $167,274Liabilities 2014: $25Net Assets 2014: $167,2492014Assets 2015: $160,341Liabilities 2015: $16,639Net Assets 2015: $143,7022015Assets 2016: $137,021Liabilities 2016: $12,242Net Assets 2016: $124,7792016Assets 2017: $134,267Liabilities 2017: $31,769Net Assets 2017: $102,4982017Assets 2018: $74,778Liabilities 2018: $17,319Net Assets 2018: $57,4592018Assets 2019: $59,019Liabilities 2019: $23,304Net Assets 2019: $35,7152019Assets 2020: $48,332Liabilities 2020: $19,953Net Assets 2020: $28,3792020Assets 2021: $39,417Liabilities 2021: $384Net Assets 2021: $39,0332021Assets 2022: $38,502Liabilities 2022: $384Net Assets 2022: $38,1182022Assets 2023: $50,933Liabilities 2023: $19,584Net Assets 2023: $31,3492023Assets 2024: $56,103Liabilities 2024: $9,467Net Assets 2024: $46,6362024

Highlighted filing

2024

Assets$56,103
Liabilities$9,467
Net Assets$46,636
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $246,0352011Expenses 2012: $220,4162012Revenue 2013: $205,375Expenses 2013: $241,699Net Income 2013: -$36,3242013Revenue 2014: $319,294Expenses 2014: $272,557Net Income 2014: $46,7372014Revenue 2015: $259,939Expenses 2015: $282,745Net Income 2015: -$22,8062015Revenue 2016: $260,736Expenses 2016: $279,659Net Income 2016: -$18,9232016Revenue 2017: $242,890Expenses 2017: $265,228Net Income 2017: -$22,3382017Revenue 2018: $158,806Expenses 2018: $203,845Net Income 2018: -$45,0392018Revenue 2019: $160,352Expenses 2019: $180,896Net Income 2019: -$20,5442019Revenue 2020: $109,979Expenses 2020: $116,879Net Income 2020: -$6,9002020Revenue 2021: $123,156Expenses 2021: $112,502Net Income 2021: $10,6542021Revenue 2022: $137,742Expenses 2022: $138,657Net Income 2022: -$9152022Revenue 2023: $121,288Expenses 2023: $128,058Net Income 2023: -$6,7702023Revenue 2024: $136,456Expenses 2024: $120,168Net Income 2024: $16,2882024

Highlighted filing

2024

Revenue$136,456
Expenses$120,168
Net Income$16,288
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$56,103
Liabilities
$9,467
Net assets
$46,636
Revenue
$136,456
Expenses
$120,168
Net income
$16,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.09$0.47$1.36$1.20$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.20$0.31$1.21$1.28$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.38$1.38$1.39$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$1.23$1.13$0.11
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.20$0.28$1.10$1.17$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.23$0.36$1.60$1.81$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.17$0.57$1.59$2.04$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.32$1.02$2.43$2.65$0.22
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.12$1.25$2.61$2.80$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.17$1.44$2.60$2.83$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$3.19$2.73$0.47
2013Detailed filing. Detailed filing data is available for this year.$1.37$0.16$1.21$2.05$2.42$0.36
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$2.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.00$1.38$2.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 25, 2025
Return Version
2024v5.2
Gross Receipts
$136,456
Mission and Program Overview

Mission

Service to the needs of the organizations members and the programs and services to members including but not limited to educational classes & seminars, regular membership meetings, local & state governmental affairs, public relations and public affairs

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$40,508$56,128▲ $15,620
Accounts Receivable$10,425$-25▼ $10,450
Total Assets$50,933$56,103▲ $5,170
Liabilities
Deferred Revenue$19,200--
Accounts Payable and Accrued Expenses$384$9,467▲ $9,083
Total Liabilities$19,584$9,467▼ $10,117
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$30,426$46,636▲ $16,210
Net Assets With Donor Restrictions$923--
Total Net Assets Fund Balance$31,349$46,636▲ $15,287
Total Liabilities and Net Assets / Fund Balance$50,933$56,103▲ $5,170
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Donovan SanchezChairman
Ted J YeoPresident
Lizabeth MenjavarPresident-Elect
Scot DobbsDirector
Siree Sandberg BakakosDirector
Lance EatonDirector of Advocacy
Baili RoyDirector of Education- Events
Olivia HoltDirector of Education- Events
Stephanie LaudeDirector of Education-Events
Leslie GiroteDirector of Pro-Bono
Eric BillimoriaSecretaryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$55,727
Program Service Revenue
$80,422
Investment Income
$2
Other Revenue
$305
Change in Net Assets
$16,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$120,168
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$54,400--$54,400
Conferences and Meetings$42,543--$42,543
All Other Expenses$3,649--$3,649
Information Technology$2,571--$2,571
Fees for Services Accounting$1,510--$1,510
Travel$1,435--$1,435
Other Expenses$1,126--$1,126
Advertising$1,000--$1,000
Fees for Services Legal$14--$14
Total Functional Expenses$120,168$0$0$120,168
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“We are a non-profit corporation with members that pay for educational sessions.”

Member election for additional members Part VI line 7A

“All board directors must be members to be elected to the board.”

Governing body decisions Part VI line 7B

“We act within the bylaws which are approved by the national association.”

Form 990 governing body review Part VI line 11

“Copy provided to all board members prior to filing.”

Governing documents etc available to public Part VI line 19

“The Organization makes its documents available upon request and provides specific copies based on specific requests.”

Filing and Contact Details

Filer

Filer Name
FPA of Illinois Chapter Incorporated
EIN
36-4412075
In Care Of
% Ted J Yeo
Phone
3038677185
Address
15128 La Grange Road STE 2763, Orland Park, IL 60462

Signing Officer

Name
Ted J Yeo
Title
President
Phone
3038677185
Signed
2025-09-25
Discuss with paid preparer
No

Organization Details

Formed
2001
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
J C Olson and Associates
Address
303 N Second St Ste 29, Saint Charles, IL 60174
Preparer
Jon C Olson
Phone
6304437037
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Line 9, Part XI reflects a rounding adjustment of $1.”

List of other expenses Part IX line 24E

“CPE registration $1,051 Bank Charges 16 Administration 2,582 ------- Total $3,649”

Raw XML AppendixShowing 400 of 402 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
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IRS990/Form990PartVIISectionAGrp/TitleTxt2President-Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt3SecretaryTreasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director of Education- Events
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director of Education- Events
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director of Advocacy
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director of Pro-Bono
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IRS990/ProgramServiceRevenueGrp/Desc1Registration Fees
IRS990/ProgramServiceRevenueGrp/Desc2Exhibitor Fees
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt136357
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22500
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt136357
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IRS990/ProgSrvcAccomActy2Grp/Desc0The Conference for Advanced Planning was held on September 13, 2024. There was 140 attendees at the conference hosted at Morningstar HQ. There were several other in person networking events throughout the year.
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IRS990/PYTotalExpensesAmt0128058
IRS990/PYTotalRevenueAmt0121288
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IRS990/ReconcilationRevenueExpnssAmt016288
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0We are a non-profit corporation with members that pay for educational sessions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All board directors must be members to be elected to the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2We act within the bylaws which are approved by the national association.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Copy provided to all board members prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Organization makes its documents available upon request and provides specific copies based on specific requests.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Line 9, Part XI reflects a rounding adjustment of $1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CPE registration $1,051 Bank Charges 16 Administration 2,582 ------- Total $3,649
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other expenses Part IX line 24e
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0National Organization
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01290 Broadway Suite 1625
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Denver
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0120168
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt09467
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IRS990/TotalLiabilitiesGrp/EOYAmt09467
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt046636
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0136456
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt056103
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TravelGrp/ProgramServicesAmt01435
IRS990/TravelGrp/TotalAmt01435
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
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IRS990/WebsiteAddressTxt0www.fpaillinois.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0TED J YEO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03038677185
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FPA of Illinois Chapter Incorporated
ReturnHeader/Filer/BusinessNameControlTxt0FPAO
ReturnHeader/Filer/EIN0364412075
ReturnHeader/Filer/InCareOfNm0% Ted J Yeo
ReturnHeader/Filer/PhoneNum03038677185
ReturnHeader/Filer/USAddress/AddressLine1Txt015128 La Grange Road STE 2763
ReturnHeader/Filer/USAddress/CityNm0Orland Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060462
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810597808
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J C Olson and Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0303 N Second St Ste 29
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saint Charles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060174
ReturnHeader/PreparerPersonGrp/PhoneNum06304437037
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON C OLSON
ReturnHeader/ReturnTs02025-09-25T14:58:08-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01

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