Civic Intelligence

Society of Financial Service Professionals Greater Chicago Chapter

990EZ • Fiscal year 2014 • EIN 36-6116647

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 03, 2014

Organization ProfileWWW.FINANCIALPRO.ORG
900 Jorie Blvd No 19460523

(630) 571-8030

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

47th percentile

1.9%

Higher net margin than 47% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

$6,587

No earlier filing loaded for comparison.

Net Assets

$6,587

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin47th percentile

Revenue

$43,762

No earlier filing loaded for comparison.

Expenses

$42,951

No earlier filing loaded for comparison.

Net Income

$811

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2014: $6,587Liabilities 2014: $0Net Assets 2014: $6,5872014Assets 2015: $6,437Liabilities 2015: $0Net Assets 2015: $6,4372015

Highlighted filing

2014

Assets$6,587
Liabilities$0
Net Assets$6,587
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2014: $43,762Expenses 2014: $42,951Net Income 2014: $8112014Revenue 2015: $38,322Expenses 2015: $38,472Net Income 2015: -$1502015

Highlighted filing

2014

Revenue$43,762
Expenses$42,951
Net Income$811
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 3, 2014
Return Version
2013v3.0
Gross Receipts
$43,762
Mission and Program Overview

Mission

The society of financial service professionals, greater chicago chapter is dedicated to setting and promoting standards of excellence for professionals in financial services.

Program Services

DescriptionGrantsExpenses
ORGANIZATION PROVIDES ANNUAL MEETING, SEMINARS, AND CONTINUING EDUCATION FOR ITS MEMBERS TO COORDINATE THE ACTIVITIES OF ITS MEMBERS WITH THE NATIONAL LIFE UNDERWRITERS ASSOCIATION.$0$0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE HOREKPresident-$0--
VIRGIL D OOSTENDORPSecretary/Treasurer-$0--
STEPHEN H GERDINGImmediate Past President-$0--
LINDA FAILINGChapter Executive-$0--
Filing and Contact Details

Filer

EIN
36-6116647
Phone
6305718030

Signing Officer

Name
Linda Failing
Title
Chapter Executive
Phone
6305718030
Signed
2014-11-03
Discuss with paid preparer
Yes

Preparer

Preparer
Scott Dykshorn
Phone
6309541400
Supplemental Narrative

Additional Explanations

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

“Description: bank card fees. Amount: 458. Description: management fee. Amount: 29,000. Description: program expense. Amount: 3,347. Description: seminars. Amount: 9,087. Description: telephone. Amount: 400. Total to form 990-ez, line 16: 42,292.”

Raw XML Appendix106 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10LINDA FAILING
IRS990EZ/BooksInCareOfDetail/PhoneNum06305712800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10900 JORIE BLVD SUITE 194
IRS990EZ/BooksInCareOfDetail/USAddress/City0OAK BROOK
IRS990EZ/BooksInCareOfDetail/USAddress/State0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode060523
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05776
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06587
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0811
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0527
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05776
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06587
IRS990EZ/GrossReceiptsAmt043762
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt024701
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05776
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06587
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05776
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06587
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRUCE HOREK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VIRGIL D OOSTENDORP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHEN H GERDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDA FAILING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAPTER EXECUTIVE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt042292
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE SOCIETY OF FINANCIAL SERVICE PROFESSIONALS, GREATER CHICAGO CHAPTER IS DEDICATED TO SETTING AND PROMOTING STANDARDS OF EXCELLENCE FOR PROFESSIONALS IN FINANCIAL SERVICES.
IRS990EZ/PrintingPublicationsPostageAmt0132
IRS990EZ/ProgramServiceRevenueAmt019061
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION PROVIDES ANNUAL MEETING, SEMINARS, AND CONTINUING EDUCATION FOR ITS MEMBERS TO COORDINATE THE ACTIVITIES OF ITS MEMBERS WITH THE NATIONAL LIFE UNDERWRITERS ASSOCIATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt042951
IRS990EZ/TotalRevenueAmt043762
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FINANCIALPRO.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK CARD FEES. AMOUNT: 458. DESCRIPTION: MANAGEMENT FEE. AMOUNT: 29,000. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 3,347. DESCRIPTION: SEMINARS. AMOUNT: 9,087. DESCRIPTION: TELEPHONE. AMOUNT: 400. TOTAL TO FORM 990-EZ, LINE 16: 42,292.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA FAILING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAPTER EXECUTIVE
ReturnHeader/BusinessOfficerGrp/PhoneNum06305718030
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10SOCIETY OF FINANCIAL SERVICE
ReturnHeader/Filer/BusinessName/BusinessNameLine20PROFESSIONALS GREATER CHICAGO CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SOCI
ReturnHeader/Filer/EIN0366116647
ReturnHeader/Filer/PhoneNum06305718030
ReturnHeader/Filer/USAddress/AddressLine10900 JORIE BLVD NO 194
ReturnHeader/Filer/USAddress/City0OAK BROOK
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060523
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362985770
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SELDEN FOX LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10619 ENTERPRISE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0OAK BROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0605238835
ReturnHeader/PreparerPersonGrp/PhoneNum06309541400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT DYKSHORN
ReturnHeader/ReturnTs02014-11-13T14:41:03-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,587
Liabilities
$0
Net assets
$6,587
Revenue
$43,762
Expenses
$42,951
Net income
$811
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$38.3$38.5$0.15
2014Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$43.8$43.0$0.81