CHICAGO FINANCE EXCHANGE CORPORATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHICAGO FINANCE EXCHANGE CORPORATION (EIN 36-3198333)
- Tax period
- 2012-02-01 to 2013-01-31
- Filed
- 2013-07-30
- IRS object ID
- 201302119349300335
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-30T12:18:32-05:00 | Timestamp |
| Tax Period End Date | 2013-01-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 W 22ND ST STE 1100 | AddressLine1 |
| City | OAK BROOK | City |
| State | IL | State |
| ZIP Code | 60523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-02-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363198333 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHICAGO FINANCE EXCHANGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHIC | NameControl |
| Phone | 3128338782 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19244 BLACKHAWK PARKWAY NO 73 | AddressLine1 |
| City | MOKENA | City |
| State | IL | State |
| ZIP Code | 60448 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JUDY ANDRINGA | Name |
| Title | OFFICER | Title |
| Phone | 8154640105 | Phone |
| Date Signed | 2013-07-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY S ADAMS | Name |
| PTIN | P00095597 | PTIN |
| Phone | 6305738600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JUDY ANDRINGA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19244 BLACKHAWK PARKWAY NO 73 | AddressLine1 |
| City | MOKENA | City |
| State | IL | State |
| ZIP Code | 60448 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 264906 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.CHICAGOFINANCEEXCHANGE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | PROMOTE INTEREST IN FINANCE & EDUCATE MEMBERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 96225 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 248075 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8431 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16423 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 575 | InvestmentIncomePriorYear |
| Investment Income Current Year | 408 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 105231 | TotalRevenuePriorYear |
| Total Revenue Current Year | 264906 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 106794 | OtherExpensePriorYear |
| Other Expenses Current Year | 112093 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 106794 | TotalExpensesPriorYear |
| Total Expenses Current Year | 112093 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1563 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 152813 | RevenuesLessExpensesCY |
| Total Assets BOY | 217793 | TotalAssetsBOY |
| Total Assets EOY | 361366 | TotalAssetsEOY |
| Total Liabilities BOY | 69640 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 60400 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 148153 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 300966 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF THE CHICAGO FINANCE EXCHANGE IS TO ENHANCE THE PROFESSIONAL GROWTH OF ITS MEMBERS AS LEADERS AND DECISION MAKERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 51406 | Expense |
| Revenue | 16423 | Revenue |
| Description | PROFESSIONAL MEETINGS WITH SPEAKERS ON A VARIETY OF FINANCE AND ACCOUNTING RELATED SUBJECTS. | Description |
| Total Program Service Expense | 51406 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLATZ MANAGEMENT SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8154640105 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19244 BLACKHAWK PARKWAY SUITE 73 | AddressLine1 |
| City | MOKENA | City |
| State | IL | State |
| ZIP Code | 60448 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JANICE LUCCHESI | ||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 |
| CHRISTINE EDWARDS | ||||||
| IMMEDIATE PAST PRESIDENT | 3.00 | X | 0 | 0 | 0 | |
| LESLIE GRANT | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| KELLY GRIER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DONNA MOORE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MICHELLE MORENO | ||||||
| VICE PRESIDENT | 3.00 | X | X | 0 | 0 | 0 |
| CHRISTINA M RASHID | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ELLEN ROGIN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DOROTHY BOSSUNG | ||||||
| PRESIDENT | 3.00 | X | X | 0 | 0 | 0 |
| DORRI MCWHORTER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| LEE ANN HOOVER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| LYNN MCHUGH | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SARA HAYS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| EILEEN KAMERICK | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| PAM PIAROWSKI | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JO JACKSON | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| LYNNE PANTALENA | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CATHY JAROS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JUDY ANDRINGA | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MEENAL SETHNA | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CHRIS MAKI | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 98075 | MembershipDues |
| All Other Contributions | 150000 | AllOtherContributions |
| Total Contributions | 248075 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEETING FEES NON MEMBE | 611430 | 11743 | 11743 |
| BEYOND FINANCE | 611430 | 2680 | 2680 |
| SPONSORSHIPS | 611430 | 2000 | 2000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16423 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 408 | TotalRevenueColumn |
| Exclusion | $408 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 264906 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16423 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $408 | ExclusionAmount |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48192 | Total |
| Management And General | 48192 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1255 | Total |
| Management And General | 1255 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2879 | Total |
| Management And General | 2879 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4294 | Total |
| Management And General | 4294 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 340 | Total |
| Management And General | 340 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50629 | Total |
| Program Services | 50629 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 796 | Total |
| Management And General | 796 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| CREDIT CARD FEES | 2931 | 2931 | |
| GIFTS | 627 | 627 | |
| CPE LICENSE | 150 | 150 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112093 | Total |
| Program Services | 51406 | ProgramServices |
| Management And General | 60687 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217793 | BOY |
| EOY | 203891 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 156115 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 360 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217793 | BOY |
| EOY | 361366 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3840 | BOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65800 | BOY |
| EOY | 60400 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69640 | BOY |
| EOY | 60400 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 148153 | BOY |
| EOY | 300966 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 148153 | BOY |
| EOY | 300966 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217793 | BOY |
| EOY | 361366 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 152813 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Other | X | MethodOfAccountingOther |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION IS COMPRISED OF DUES PAYING REGULAR MEMBERS. WOMEN WHO HAVE ATTAINED A HIGH LEVEL OF ACHIEVEMENT IN THE CHICAGO FINANCIAL COMMUNITY ARE ELIGIBLE FOR MEMBERSHIP IN THE ORGANIZATION UPON RECOMMENDATION BY EXISTING MEMBERS. A SECOND CLASS OF MEMBERS INCLUDES RETIRED FORMER MEMBERS AND INDIVIDUALS RESIDING MORE THAN 100 MILES FROM THE CHICAGO METROPOLITAN AREA. |
| FORM 990, PART VI, SECTION A, LINE 7A | REGULAR MEMBERS ARE ENTITLED TO VOTE FOR DIRECTORS AND OTHER MATTERS SPECIFIED IN THE BY-LAWS. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS POSSESS THE RIGHTS TO VOTE ISSUES RELATED TO THE AMENDMENT OF THE BY-LAWS OF THE ORGANIZATION, REMOVAL OF DIRECTORS OR DISSOLUTION OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | ORGANIZATION'S PROCESS TO REVIEW: THE FORM 990 IS REVIEWED AND SIGNED BY THE TREASURER. ALL BOARD MEMBERS RECEIVE A COPY OF THE 990. IF ANY ISSUES ARISE FROM REVIEW, CORRECTIONS ARE MADE BEFORE THE 990 IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | DIRECTORS ARE REQUIRED TO SIGN CONFLICT OF INTEREST DISCLOSURE DOCUMENT ANNUALLY. CONFLICTS ARE NOTED IN THE MINUTES TO THE MEETINGS. DIRECTORS WITH AN APPARENT CONFLICT ARE REQUIRED TO RECUSE THEMSELVES ON ISSUES WHERE CONFLICTS ARISE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS BYLAWS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
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