Society for Information Management Chicago Chapter (EIN 362632473) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

Bill Blount

Phone

3126986276

Tax Period

2025-01-01 to 2025-12-31

Society for Information Management Chicago Chapter, founded in 1968, is a small nonprofit that reported $467K in total revenue in fiscal year 2025. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

We are an association of information technology executives from the Chicago metropolitan area

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $425,577

Program Service Revenue $37,390

Investment Income $3,690

Other Revenue $0

TOTAL REVENUE $466,657

Expense Breakdown

Grants Paid $34,182

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $280,870

Other Expenses $454,686

TOTAL EXPENSES $488,868

Year-over-Year Comparison

	2025	2024	Change
Revenue	$466,657	$377,844	+0.2%
Expenses	$488,868	$374,604	+0.3%
Net Income	$-22,211	$3,240	-7.9%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICK MERRICK	At Large	4.00	Director	$0	$0	$0
ELLEN BARRY	CIO of Yr Committee	4.00	Director	$0	$0	$0
JOHN FISHER	VP Philanthrophy	4.00	Director	$0	$0	$0
RON MATHIS	VP Sponsorship	4.00	Director	$0	$0	$0
JANE PRUGH	VPPrograms	4.00	Director	$0	$0	$0
DAN VONDER HEIDE	VP Programs	4.00	Director	$0	$0	$0
GREG HUBBARD	VP Marketing	4.00	Director	$0	$0	$0
ERIC LANNERT	VP Marketing	4.00	Director	$0	$0	$0
MARK MCGEE	At Large	4.00	Director	$0	$0	$0
GEORGE WANG	VP Philanthropy	4.00	Director	$0	$0	$0
SUSAN MALISCH	At Large	4.00	Director	$0	$0	$0
DON SCHMIDT	VP Programs	4.00	Director	$0	$0	$0
JEFF DOUGLAS	Marketing Committee	4.00	Director	$0	$0	$0
KEVIN LEURCK	Marketing Committee	4.00	Director	$0	$0	$0
SANDEEP NAIN	Membership Committee	4.00	Director	$0	$0	$0
TIM WALTER	VP Programs	4.00	Director	$0	$0	$0
STEVE RODICHOK	VP Membership	4.00	Director	$0	$0	$0
MARK FORBES	Sponsorship	4.00	Director	$0	$0	$0
RAJ SAMPOORNAM	Sponsorship	4.00	Director	$0	$0	$0
MIKE COZZI	Programs	4.00	Director	$0	$0	$0
WAYNE BULMAHN	Chairman	6.00	Officer	$0	$0	$0
DEAN HAACKER	President Elect	6.00	Officer	$0	$0	$0
BILL BLOUNT	President	6.00	Officer	$0	$0	$0
MIKE HOWARD	VP Secretary	6.00	Officer	$0	$0	$0
WALTER LUM	Treasurer	6.00	Officer	$0	$0	$0

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	$466,657	$488,868	$172,222	$-22,211
2024	$377,844	$374,604	$194,433	$3,240
2023	$240,018	$320,963	$191,192	$-80,945
2022	$216,800	$210,832	$273,846	$5,968
2021	$214,433	$198,243	$266,168	$16,190
2020	$114,135	$111,204	$249,978	$2,931
2019	$349,721	$360,536	$247,548	$-10,815

Society for Information Management Chicago Chapter