Civic Intelligence

Trusted Advisors Council

990EZ • Fiscal year 2021 • EIN 81-4109813

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

1320 Tower RoadSchaumburg, IL 60173

(630) 537-0108

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

44th percentile

0.00x

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

78th percentile

31%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

-16%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

$100,254

No earlier filing loaded for comparison.

Net Assets

$100,254

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$68,187

No earlier filing loaded for comparison.

Expenses

$44,649

No earlier filing loaded for comparison.

Net Income

$23,538

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2021: $100,254Liabilities 2021: $0Net Assets 2021: $100,2542021Assets 2022: $78,259Liabilities 2022: $325Net Assets 2022: $77,9342022

Highlighted filing

2021

Assets$100,254
Liabilities$0
Net Assets$100,254

Operations Trend

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

$100K$50K$0-$50KRevenue 2021: $68,187Expenses 2021: $44,649Net Income 2021: $23,5382021Revenue 2022: $45,123Expenses 2022: $67,443Net Income 2022: -$22,3202022

Highlighted filing

2021

Revenue$68,187
Expenses$44,649
Net Income$23,538
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.0
Gross Receipts
$68,187
Mission and Program Overview

Mission

Developing and evolving valuable business relationships built on collaboration between its members.objectives: a) to develop and foster professional relationships and friendships using a 4 step process: 1) know - take the time to get to know each member on a personal level until s/he is comfortable with who you are. Focus on adding value first. 2) like - recognize and respect who the member is as a person, enough to like them. The more someone likes you, the more they begin to trust you. Friendliness, relevance, and empathy are important elements. 3) trust - believe in the member enough to engage them and know that they will put a referred client's long-term interests ahead of their own short-term interests. 4) refer - provide meaningful resources and giving mentality to create commerce for each other and our clients.b) to share knowledge and network resources with fellow members and our clients.c) to serve each other's clients with great care and skill, always placing the client's int

Developing and evolving valuable business relationships built on collaboration between its members.objectives: a) to develop and foster professional relationships and friendships using a 4 step process: 1) know - take the time to get to know each member on a personal level until s/he is comfortable with who you are. Focus on adding value first. 2) like - recognize and respect who the member is as a person, enough to like them. The more someone likes you, the more they beegin to trust you. Friendliness, relevance, and empathy are important elements. 3) trust - believe in the member enough to engage them and know that they will put a referred client's long-term interests ahead of their own short-term interests. 4) refer - provide meaningful resources and giving mentality to create commerce for each other and our clients.b) to share knowledge and network resources with fellow members and our clients.c) to serve each other's clients with great care and skill, always placing the client's in

Program Services

DescriptionGrantsExpenses
MEETINGS, CONFERENCES, AND EVENTS FOR ITS MEMBERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen K SnodgrassTreasurer-$0--
Michael KwonPresident-$0--
Clark NeuhoffSecretary-$0--
Joseph GurreriDirector-$0--
Daniel KarnatzDirector-$0--
Lorena BlonskyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Trusted Advisors Council
EIN
81-4109813
Phone
6305370108
Address
1320 TOWER ROAD, SCHAUMBURG, IL 60173

Signing Officer

Name
Michael Kwon
Title
President
Signed
2022-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Cray Kaiser Ltd
Address
1901 S Meyers Road Ste 230, Oakbrook Terrace, IL 60181
Preparer
Karen K Snodgrass
Phone
6309534900
Supplemental Narrative

Additional Explanations

Other Expenses.1007

Conferences, Conventions, and Meetings $36554

Other Expenses.1012

Insurance $1622

Other Expenses.1

Merchant Fee $2169

Other Expenses.2

Office Expense $796

Other Expenses.3

Software & Computer Expense $190

Other Expenses.4

Dues & Subscription $177

Other Expenses.5

Postage and Mailing $33

Other Assets.1005

Accounts Receivable - Beginning $3330 Accounts Receivable - Ending $1045

Raw XML Appendix132 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum06309534900
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAKBROOK TERRACE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060181
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt073386
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Joseph Gurreri
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Daniel Karnatz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lorena Blonsky
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03330
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01045
IRS990EZ/OtherExpensesTotalAmt041541
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DEVELOPING AND EVOLVING VALUABLE BUSINESS RELATIONSHIPS BUILT ON COLLABORATION BETWEEN ITS MEMBERS.OBJECTIVES: A) TO DEVELOP AND FOSTER PROFESSIONAL RELATIONSHIPS AND FRIENDSHIPS USING A 4 STEP PROCESS: 1) KNOW - TAKE THE TIME TO GET TO KNOW EACH MEMBER ON A PERSONAL LEVEL UNTIL S/HE IS COMFORTABLE WITH WHO YOU ARE. FOCUS ON ADDING VALUE FIRST. 2) LIKE - RECOGNIZE AND RESPECT WHO THE MEMBER IS AS A PERSON, ENOUGH TO LIKE THEM. THE MORE SOMEONE LIKES YOU, THE MORE THEY BEEGIN TO TRUST YOU. FRIENDLINESS, RELEVANCE, AND EMPATHY ARE IMPORTANT ELEMENTS. 3) TRUST - BELIEVE IN THE MEMBER ENOUGH TO ENGAGE THEM AND KNOW THAT THEY WILL PUT A REFERRED CLIENT'S LONG-TERM INTERESTS AHEAD OF THEIR OWN SHORT-TERM INTERESTS. 4) REFER - PROVIDE MEANINGFUL RESOURCES AND GIVING MENTALITY TO CREATE COMMERCE FOR EACH OTHER AND OUR CLIENTS.B) TO SHARE KNOWLEDGE AND NETWORK RESOURCES WITH FELLOW MEMBERS AND OUR CLIENTS.C) TO SERVE EACH OTHER'S CLIENTS WITH GREAT CARE AND SKILL, ALWAYS PLACING THE CLIENT'S IN
IRS990EZ/ProgramServiceRevenueAmt06112
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt068187
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TRUSTEDADVISORSCOUNCIL.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $36554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1622
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Merchant Fee $2169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expense $796
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Software & Computer Expense $190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dues & Subscription $177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Postage and Mailing $33
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1005
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
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ReturnHeader/Filer/EIN0814109813
ReturnHeader/Filer/PhoneNum06305370108
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ReturnHeader/Filer/USAddress/CityNm0SCHAUMBURG
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakbrook Terrace
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060181
ReturnHeader/PreparerPersonGrp/PhoneNum06309534900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen K Snodgrass
ReturnHeader/ReturnTs02022-11-07T12:35:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Michael
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kwon
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings