2021-06-14T08:42:20-05:00 2020-12-31 362658780 MUELLER & CO LLP 1707 N RANDALL ROAD ELGIN IL 60123 990 2020-01-01 203006098 FINANCIAL HEALTH NETWORK INC FINA 3129951535 135 S LASALLE ST NO 2125 CHICAGO IL 60603 KELLY EMERY COO 3129951535 2021-05-27 1 KELLY EMERY 999009999 GREGORY F KASH P00161547 8478888600 2021-05-27 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z FINANCIAL HEALTH NETWORK KELLY EMERY 135 S LASALLE ST NO 2125 CHICAGO IL 60603 21613660 0 X FINHEALHNETWORK.ORG X 2005 IL THE FINANCIAL HEALTH NETWORK MISSION IS TO IMPROVE FINANCIAL HEALTH FOR ALL. 11 11 87 12 0 0 9701745 16015437 5086728 5489131 89726 109092 0 0 14878199 21613660 610055 1190221 0 0 7986954 10170286 0 0 702345 7210007 6281301 15807016 17641808 -928817 3971852 15800612 20024730 6164266 6389855 9636346 13634875 X THE FINANCIAL HEALTH NETWORK IS A TRUSTED RESOURCE FOR BUSINESS LEADERS, POLICYMAKERS, AND INNOVATORS UNITED IN A MISSION TO IMPROVE THE FINANCIAL HEALTH OF THEIR CUSTOMERS, EMPLOYEES, AND COMMUNITIES. WE ENVISION A FUTURE WHERE ALL PEOPLE, ESPECIALLY THE MOST VULNERABLE, HAVE THE FINANCIAL SYSTEMS THEY NEED TO BE RESILIENT AND THRIVE. OUR MISSION IS TO IMPROVE FINANCIAL HEALTH FOR ALL. 0 0 14593473 1190221 5489133 FINANCIAL HEALTH NETWORK LEADS A NETWORK OF COMPANIES WHICH FOSTERS AND ACCELERATES CONSUMER-FOCUSED INNOVATION. THROUGH ITS COMPASS PRINCIPLES AND A LINEUP OF PROPRIETARY RESEARCH, INSIGHTS AND EVENTS, FINANCIAL HEALTH NETWORK INFORMS, ADVISES AND CONNECTS MEMBERS OF ITS NETWORK TO SEED THE INNOVATION THAT WILL TRANSFORM THE FINANCIAL SERVICES LANDSCAPE AND IMPROVE THE LIVES OF LOW AND MODERATE-INCOME AMERICANS. 14593473 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 50 0 87 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X KELLY EMERY 3129951535 135 S LASALLE ST NO 2125 CHICAGO IL 60603 MARK ERNST CHAIR 3.00 X X 0 0 0 GINA HARMAN TREASURER 1.00 X 0 0 0 ADRIENNE HARRIS DIRECTOR 1.00 X 0 0 0 BRETT KING DIRECTOR 1.00 X 0 0 0 RODERICK KING DIRECTOR 1.00 X 0 0 0 LEONARD J LAUFER TREASURER 2.00 X X 0 0 0 BEN MANGAN DIRECTOR 1.00 X 0 0 0 JUDY SAMUELSON DIRECTOR 1.00 X 0 0 0 BEI LING DIRECTOR 1.00 X 0 0 0 ELLEN SEIDMAN EMERITUS DIRECTOR 1.00 X 0 0 0 JENNIFER TESCHER PRESIDENT/SECRETARY 50.00 X X 309750 0 5190 LAURA JORDAN BARGER CHIEF MARKETING OFFICER 50.00 X 239596 0 11044 TURIYA GRAY CHIEF PEOPLE OFFICER 50.00 X 212557 0 9763 KELLY EMERY COO 50.00 X 203125 0 12457 SARAH GORDON CHIEF MARKET DEVELOPMENT OFFICER 40.00 X 177728 0 18971 JOHN THOMPSON CHIEF PROGRAM OFFICER 50.00 X 255569 0 18810 GARRY REEDER VP OF INNOVATION 40.00 X 243789 0 9324 ANDY BANDYOPADHYAY HEAD OF PRODUCT 40.00 X 175000 0 15018 1817114 0 100577 8 0 1 0 STATEMENT COMMUNICATION 420 WISCONSIN AVENUE OAK PARK IL 60302 WEBSITE DESIGN 659559 135 S LASALLE PROPERTY LLC 135 S LASALLE SUITE 4000 CHICAGO IL 60603 OFFICE SPACE RENT 439951 PLANET FEDERAL (FORMERLY BOUNDLESS SPATI 222 BROADWAY 19TH FLOOR NEW YORK NY 10038 OFFICE SPACE RENT 171747 THE HABIT OF SEEING LLC 4622 VAUGHAN STREET AUSTIN TX 78723 VIDEOGRAPHY 145936 VERRILL DANA LLP PO BOX 5896 PORTLAND ME 04112 GENERAL LEGAL MATTERS 134141 5 16015437 16015437 NETWORK REVENUES 2434242 2434242 OTHER 1450359 1450359 CONSULTING FEES 1147530 1147530 EVENT REVENUES 457000 457000 5489131 86571 86571 22521 0 22521 22521 22521 21613660 5489131 0 109092 X 1190221 1190221 1142755 909955 156843 75957 7506740 5977478 1030300 498962 313159 249363 42981 20815 596670 475117 81893 39660 610962 486498 83854 40610 212995 197369 13793 1833 34023 31527 2203 293 2649512 2455138 171576 22798 1187778 1005042 181812 924 34066 22418 11648 687930 532743 155187 750562 492796 257766 117023 102469 14156 398 134714 85763 48951 56055 34917 21138 OTHER EXPENSE 298641 251003 47638 PROGRAM EVENTS 66696 61405 5212 79 SKILL BUILDING AND TRAI 51306 32251 19039 16 17641808 14593473 2345990 702345 850384 1243112 8824440 8666080 226756 2955000 209662 186073 889909 1014909 497274 415050 1164261 701002 189919 463259 4081397 4235561 30871 845686 15800612 20024730 1038972 1526986 5125294 4862869 6164266 6389855 X 8351847 9894136 1284499 3740739 9636346 13634875 15800612 20024730 3971852 26677 0 X 0 1 X 1 0 X 3075024 5965960 6708017 9701745 16015437 41466183 3075024 5965960 6708017 9701745 16015437 41466183 12116242 29349941 20904 94434 197354 233542 86571 632805 42098988 24261784 0.69720 0.43980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1164261 701002 463259 463259 CORE INNOVATION CAPITAL 71141 C FSL 4164420 C 4235561 X 21693580 26677 53243 79920 21613660 0 21613660 17695051 53243 53243 17641808 0 17641808 PART X, LINE 2: FINANCIAL HEALTH NETWORK INC., (THE ORGANIZATION) HAS BEEN GRANTED TAX EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND ACCORDINGLY IS EXEMPT FROM INCOME TAXES ON RELATED BUSINESS INCOME. CONTRIBUTIONS TO THE ORGANIZATION ARE DEDUCTIBLE FOR INCOME TAX PURPOSES UNDER SECTION 170(B)(1)(A)(VI). THE ORGANIZATION'S ANNUAL INFORMATION RETURNS FILED WITH THE FEDERAL AND STATE GOVERNMENTS ARE SUBJECT TO EXAMINATION FOR THE STATUTORY PERIOD. THE ORGANIZATION DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2020. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. FINANCIAL HEALTH NETWORK HAS EVALUATED ITS TAX POSITION TAKEN FOR ALL OPEN TAX YEARS. FINANCIAL HEALTH NETWORK HAS NOT BEEN EXAMINED BY ANY TAX JURISDICTION. BASED ON THE EVALUATION OF FINANCIAL HEALTH NETWORK'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION; THEREFORE, NO PROVISION FOR THE EFFECTS OF AN UNCERTAIN TAX POSITION HAS BEEN RECORDED FOR THE YEAR ENDED DECEMBER 31, 2020. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION INCOME TAX RETURNS FOR 2017, 2018 AND 2019 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 1 EARN INC 235 MONTGOMERY ST SUITE 1050 SAN FRANCISCO CA 94104 912172676 50000 TO HELP BRING THE BENEFITS OF FINANCIAL TECHNOLOGY (FINTECH) SOLUTIONS TO ITS CLIENTS. NEIGHBORHOOD TRUST FINANCIAL PARTNERS INC 530 W 166TH STREET 4TH FLOOR NEW YORK NY 10032 133849263 501C(3) 50000 TO HELP BRING THE BENEFITS OF FINANCIAL TECHNOLOGY (FINTECH) SOLUTIONS TO ITS CLIENTS. THE URBAN INSTITUTE 2100 M STREET NW WASHINGTON DC 20037 520880375 501C(3) 25000 TO HELP BRING THE BENEFITS OF FINANCIAL TECHNOLOGY (FINTECH) SOLUTIONS TO ITS CLIENTS. GIVE DIRECTLY INC PO BOX 3221 NEW YORK NY 10008 271661997 150000 TO SUPPORT RESILIENCY IN RESPONSE TO CRISES RESOURCES LEGACY FUND 555 CAPITOL MALL SUITE 1095 SACRAMENTO CA 95814 954703838 501C(3) 110000 IDENTIFY, TARGET, AND DELIVER ASSISTANCE TO STUDENT LOAN BORROWERS THE DIRECTORS' COUNCIL PO BOX 264 DES MOINES IA 50301 421524040 501C(3) 50000 TO HELP BRING THE BENEFITS OF FINANCIAL TECHNOLOGY (FINTECH) SOLUTIONS TO ITS CLIENTS. THE FINANCIAL CLINIC 254 36TH STREET SUITE B321 BROOKLYN NY 11232 760833915 50000 TO HELP BRING THE BENEFITS OF FINANCIAL TECHNOLOGY (FINTECH) SOLUTIONS TO ITS CLIENTS. HEBREW FREE LOAN SOCIETY INC 675 THIRD AVENUE SUITE 1905 NEW YORK NY 10017 135562239 501C(3) 50000 TO HELP BRING THE BENEFITS OF FINANCIAL TECHNOLOGY (FINTECH) SOLUTIONS TO ITS CLIENTS. COMPASS WORKING CAPITAL INC 89 SOUTH STREET SUITE 804 BOSTON MA 02111 203975100 501C(3) 50000 TO HELP BRING THE BENEFITS OF FINANCIAL TECHNOLOGY (FINTECH) SOLUTIONS TO ITS CLIENTS. THEWORKERSLAB 1111 BROADWAY FLOOR 3 OAKLAND CA 94607 824788124 501C(3) 50000 TO HELP BRING THE BENEFITS OF FINANCIAL TECHNOLOGY (FINTECH) SOLUTIONS TO ITS CLIENTS. WOMEN'S INSTITUTE FOR A SECURE RETIREMENT - WISER 1001 CONNECTICUT AVE NW SUITE 730 WASHINGTON DC 20037 521997317 501C(3) 75000 TO SUPPORT GENERAL OPERATIONS OF INNOVATION COHORT COMPANIES GREENPATH FINANCIAL WELLNESS 36500 CORPORATE DRIVE FARMINGTON HILLS MI 48331 386142925 150500 TO SUPPORT RESILIENCY IN RESPONSE TO CRISES 8 12 PART I, LINE 2: GRANTEES ARE REQUIRED TO SUBMIT QUARTERLY REPORTS DETAILING THEIR PROGRESS AGAINST GRANT REQUIREMENTS AND USE OF GRANT FUNDS. FINANCIAL HEALTH NETWORK STAFF ALSO CONDUCT MONTHLY OR BI-MONTHLY CALLS WITH EACH GRANTEE TO OBTAIN AN UPDATE ON THEIR RECENT ACTIVITY RELATED TO THE GRANT. X X X X 0 1 0 0 0 0 0 0 0 JENNIFER TESCHER PRESIDENT/SECRETARY 285000 0 24750 0 0 0 4000 0 1190 0 314940 0 0 0 JOHN THOMPSON CHIEF PROGRAM OFFICER 239598 0 15971 0 0 0 4000 0 14810 0 274379 0 0 0 GARRY REEDER VP OF INNOVATION 186414 0 57375 0 0 0 4000 0 5324 0 253113 0 0 0 LAURA JORDAN BARGER CHIEF MARKETING OFFICER 228053 0 11543 0 0 0 4000 0 7044 0 250640 0 0 0 TURIYA GRAY CHIEF PEOPLE OFFICER 212557 0 0 0 0 0 4000 0 5763 0 222320 0 0 0 KELLY EMERY COO 203125 0 0 0 0 0 4000 0 8457 0 215582 0 0 0 SARAH GORDON CHIEF MARKET DEVELOPMENT OFFICER 169728 0 8000 0 0 0 4000 0 14971 0 196699 0 0 0 ANDY BANDYOPADHYAY HEAD OF PRODUCT 175000 0 0 0 0 0 4000 0 11018 0 190018 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS INITIALLY REVIEWED BY THE VP FINANCE & COO, THEN BY THE FINANCE/AUDIT COMMITTEE. PRIOR TO FILING, THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS MUST SIGN A CONFLICT OF INTEREST POLICY AND REPORT ANY KNOWN CONFLICTS OF INTEREST ANNUALLY. THEY ARE ENCOURAGED TO REPORT CONFLICTS AS THEY OCCUR. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE PRESIDENT'S AND KEY OFFICERS' COMPENSATION, WHICH IS DETERMINED BY THE INDEPENDENT COMPENSATION COMMITTEE USING RECOMMENDATIONS FROM AN INDEPENDENT COMPENSATION CONSULTANT AND COMPENSATION SURVEYS. THE PRESIDENT REVIEWS AND APPROVES THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 2,455,138. MANAGEMENT AND GENERAL EXPENSES 171,576. FUNDRAISING EXPENSES 22,798. TOTAL EXPENSES 2,649,512. CFSI CATALYST GP LLC 135 S LASALLE ST SUITE 2125 CHICAGO IL 60603 260509531 COMMUNITY DEVELOPMENT INVESTMENTS IL FINANCIAL HEALTH NETWORK THE CFSI CATALYST FUND LP 135 S LASALLE ST SUITE 2125 CHICAGO IL 60603 260509703 FINANCIAL PRODUCTS IL INVESTMENTS 1 0 0.50000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0