ChicagoFIRST Association (EIN 202787459) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

Steven Caluris

Phone

7737325285

Tax Period

2025-01-01 to 2025-12-31

ChicagoFIRST Association, founded in 2005, is a small nonprofit in the Community Improvement sector that reported $618K in total revenue in fiscal year 2025. Expenses of $578K left a modest 6% surplus.

Mission

Coordinate within the financial services industry in addressing regional disasters and threats.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $565,000

Program Service Revenue $0

Investment Income $53,250

Other Revenue $0

TOTAL REVENUE $618,250

Expense Breakdown

Grants Paid $0

Salaries & Benefits $529,061

Fundraising Expenses $0

Other Expenses $49,342

TOTAL EXPENSES $578,403

Year-over-Year Comparison

	2025	2024	Change
Revenue	$618,250	$640,909	0.0%
Expenses	$578,403	$428,468	+0.3%
Net Income	$39,847	$212,441	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$230,050

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bethany Netzel	Chair	3.00	Officer Director	$0	$0	$0
Tye Clark	Vice Chair	3.00	Officer Director	$0	$0	$0
Paul Bivian	Secretary	3.00	Officer Director	$0	$0	$0
Michael Wallace	Treasurer	3.00	Officer Director	$0	$0	$0
Brad Paton	Director	1.00	Director	$0	$0	$0
Clint Fransen	Director	1.00	Director	$0	$0	$0
Mark Johnson	Director	1.00	Director	$0	$0	$0
Marc Magrini	Director	1.00	Director	$0	$0	$0
Steven Caluris	Executive Director	40.00	Officer	$230,050	$0	$230,050
Gary L Backus	Manager	40.00	Highest	$128,400	$20,053	$148,453

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$618,250	$578,403	$1,488,526	$39,847
2024	$640,909	$428,468	$1,483,994	$212,441
2023	$605,016	$441,565	$1,327,857	$163,451
2022	$582,206	$354,357	$1,119,108	$227,849
2021	$583,007	$340,526	$839,922	$242,481
2020	$542,528	$424,204	$614,960	$118,324
2019	$505,341	$436,042	$475,502	$69,299
2018	$497,985	$470,371	$458,028	$27,614

ChicagoFIRST Association