Civic Intelligence

Financial Managers Society Inc

EIN 47-3521704 • 501(c)7 • Melrose Park, IL

Profile

Not-for-profit association providing networking and professional development for finance industry members.

1440 W North AvenueMelrose Park, IL 60160

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

100th percentile

323%

Higher net margin than 100% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

17th percentile

-27%

Faster asset growth than 17% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$11,940

Down $4,444 (-27%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$11,940

Down $4,444 (-27%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$1,374

Down $632 (-85%) from 2023

Expenses

Up

$3,070

Up $1,142 (+59%) from 2023

Net Income

Down

-$4,444

Down $1,774 (-66%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$20K$15K$10K$5.0K$0Assets 2020: $19,096Liabilities 2020: $0Net Assets 2020: $19,0962020Assets 2021: $11,983Liabilities 2021: $0Net Assets 2021: $11,9832021Assets 2022: $19,054Liabilities 2022: $0Net Assets 2022: $19,0542022Assets 2023: $16,384Liabilities 2023: $0Net Assets 2023: $16,3842023Assets 2024: $11,940Net Assets 2024: $11,9402024

Highlighted filing

2024

Assets$11,940
Liabilities-
Net Assets$11,940
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0K-$10KRevenue 2020: -$2,062Expenses 2020: $947Net Income 2020: -$3,0092020Revenue 2021: -$4,821Expenses 2021: $2,292Net Income 2021: -$7,1132021Revenue 2022: $7,257Expenses 2022: $186Net Income 2022: $7,0712022Revenue 2023: -$742Expenses 2023: $1,928Net Income 2023: -$2,6702023Revenue 2024: -$1,374Expenses 2024: $3,070Net Income 2024: -$4,4442024

Highlighted filing

2024

Revenue-$1,374
Expenses$3,070
Net Income-$4,444
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$11,940
Liabilities
-
Net assets
$11,940
Revenue
-$1,374
Expenses
$3,070
Net income
-$4,444
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.9$11.9$1.37$3.07$4.44
2023Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$0.74$1.93$2.67
2022Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$7.26$0.19$7.07
2021Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$4.82$2.29$7.11
2020Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$2.06$0.95$3.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 4, 2025
Return Version
2024v5.1
Gross Receipts
$15,570
Mission and Program Overview

Mission

Not-for-profit association providing networking and professional development for finance industry members.

Program Services

DescriptionGrantsExpenses
NOT-FOR-PROFIT ASSOCIATION PROVIDING NETWORKING AND PROFESSIONAL DEVELOPMENT FOR FINANCE INDUSTRY MEMBERS.$0$0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA JAMESPresident-$0--
CHERYL CLARKVice President-$0--
MARIELLA MARTINEZTreasurer-$0--
ANTHONY URONISecretary-$0--
BETTY DIMITROVADirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$10,450$10,450$135$10,315
Installation Dinner$5,120$5,120$0$5,120
Total Events$15,570$15,570$16,944$-1,374
Filing and Contact Details

Filer

Filer Name
Financial Managers Society Inc Chicago Chapter
EIN
47-3521704
In Care Of
% Anthony Uroni
Address
1440 W North Avenue, Melrose Park, IL 60160

Signing Officer

Name
Amanda James
Title
President
Signed
2025-09-04
Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| See schedule O, $3070|”

Part I, Line 16

“| Explanation:| Committee Dinner: $481 Other expenses: $2089 Donations: $500 Total: $3070”

Raw XML Appendix148 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DOWNERS GROVE
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016384
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016384
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011940
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMANDA JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHERYL CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARIELLA MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANTHONY URONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BETTY DIMITROVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03070
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0NOT-FOR-PROFIT ASSOCIATION PROVIDING NETWORKING AND PROFESSIONAL DEVELOPMENT FOR FINANCE INDUSTRY MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NOT-FOR-PROFIT ASSOCIATION PROVIDING NETWORKING AND PROFESSIONAL DEVELOPMENT FOR FINANCE INDUSTRY MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt016944
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1374
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03070
IRS990EZ/TotalRevenueAmt0-1374
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N A
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0400
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt0306
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0706
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Outing
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Installation Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt011213
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt04772
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010450
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015570
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1374
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0118
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0135
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| See schedule O, $3070|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Explanation:| Committee Dinner: $481 Other expenses: $2089 Donations: $500 Total: $3070
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL MANAGERS SOCIETY INC CHICAGO CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0473521704
ReturnHeader/Filer/ForeignPhoneNum07082738116
ReturnHeader/Filer/InCareOfNm0% Anthony Uroni
ReturnHeader/Filer/USAddress/AddressLine1Txt01440 W North Avenue
ReturnHeader/Filer/USAddress/CityNm0Melrose Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060160
ReturnHeader/ReturnTs02025-09-03T20:04:52-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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