Orland Park, IL
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)FPA of Illinois Chapter Incorporated, founded in 2001, is a small nonprofit that reported $136K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $120K left a modest 12% surplus.
Service to the needs of the organizations members and the programs and services to members including but not limited to educational classes & seminars, regular membership meetings, local & state governmental affairs, public relations and public affairs
The chapter held 6 virtual educational events in 2024.Topics ranged from CFP ethics, insurance, and general financial services. These sessions earned members educational credits required by the CFP...
The chapter held 6 virtual educational events in 2024.Topics ranged from CFP ethics, insurance, and general financial services. These sessions earned members educational credits required by the CFP board.
The Conference for Advanced Planning was held on September 13, 2024. There was 140 attendees at the conference hosted at Morningstar HQ. There were several other in person networking events...
The Conference for Advanced Planning was held on September 13, 2024. There was 140 attendees at the conference hosted at Morningstar HQ. There were several other in person networking events throughout the year.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $136,456 | $121,288 | +0.1% |
| Expenses | $120,168 | $128,058 | -0.1% |
| Net Income | $16,288 | $-6,770 | -3.4% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Donovan Sanchez | Chairman | 5.00 |
Director
|
$0 | $0 | $0 |
| Ted J Yeo | President | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| Lizabeth Menjavar | President-Elect | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| Eric Billimoria | SecretaryTreasurer | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| Olivia Holt | Director of Education- Events | 5.00 |
Director
|
$0 | $0 | $0 |
| Baili Roy | Director of Education- Events | 5.00 |
Director
|
$0 | $0 | $0 |
| Lance Eaton | Director of Advocacy | 5.00 |
Director
|
$0 | $0 | $0 |
| Leslie Girote | Director of Pro-Bono | 5.00 |
Director
|
$0 | $0 | $0 |
| Stephanie Laude | Director of Education-Events | 5.00 |
Director
|
$0 | $0 | $0 |
| Siree Sandberg Bakakos | Director | 5.00 |
Director
|
$0 | $0 | $0 |
| Scot Dobbs | Director | 5.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | $136,456 | $120,168 | $56,103 | $16,288 |
| 2023 | $121,288 | $128,058 | $50,933 | $-6,770 |
| 2022 | $137,742 | $138,657 | $38,502 | $-915 |
| 2021 | $123,156 | $112,502 | $39,417 | $10,654 |
| 2020 | $109,979 | $116,879 | $48,332 | $-6,900 |
| 2019 | $160,352 | $180,896 | $59,019 | $-20,544 |
| 2018 | $158,806 | $203,845 | $74,778 | $-45,039 |
Compare FPA of Illinois Chapter Incorporated with other nonprofits in Illinois and across the country.