ChicagoBlend Group Inc (EIN 852034595) - 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

2020

Legal Domicile

Principal Officer

JOSEPH MAK

Phone

2247155158

Tax Period

2023-01-01 to 2023-12-31

ChicagoBlend Group Inc, founded in 2020, is a small nonprofit in the Community Improvement sector that reported $418K in total revenue in fiscal year 2023. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $69K, a strong 16% operating margin.

Mission

PROMOTION OF DIVERSITY IN VENTURE CAPITAL FIRMS AND PORTFOLIO COMPANIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $411,550

Program Service Revenue $0

Investment Income $0

Other Revenue $6,794

TOTAL REVENUE $418,344

Expense Breakdown

Grants Paid $0

Salaries & Benefits $197,057

Fundraising Expenses $0

Program Expenses $258,650

Other Expenses $152,464

TOTAL EXPENSES $349,521

Year-over-Year Comparison

	2023	2022	Change
Revenue	$418,344	$266,710	+0.6%
Expenses	$349,521	$217,596	+0.6%
Net Income	$68,823	$49,114	+0.4%

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

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

$119,913

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUELYN DIMONTE	Secretary	2.00	Director	$0	$0	$0
JONATHAN ELLIS	Director	1.00	Director	$0	$0	$0
LINDSAY KNIGHT	President	3.00	Director	$0	$0	$0
DEVON LEICHTMAN	Director	1.00	Director	$0	$0	$0
GALE WILKINSON	Vice President & Treasurer	2.00	Director	$0	$0	$0
JASON MERCER	Director	2.00	Director	$0	$0	$0
TESSA FLIPPIN	Director	2.00	Director	$0	$0	$0
JOSEPH MAK	CEO	40.00	Officer	$119,913	$0	$119,913

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
2024	No data	No data	No data	No data
2023	$418,344	$349,521	$151,986	$68,823
2022	$266,710	$217,596	$83,037	$49,114
2021	$126,227	$124,155	$33,894	$2,072

ChicagoBlend Group Inc