Chicago Finance Exchange
Nonprofit profile at a glance
- EIN
- 363198333
- IRS 990-EZ coverage
- 2010–2025
- Forms available
- Form 990 2012, Form 990-EZ 2025
- Location
- Mokena, IL, USA
- Phone
- 3128338782
- Rating
- 65
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $86,274
- Expenses
- $125,188
- Assets
- $166,972
- Liabilities
- $36,153
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- KERRY JORDAN (PRESIDENT)
- BARABARA BEST (PRESIDENT ELECT)
- KATHY HOSTY (PAST PRESIDENT)
People named in this filing
- KERRY JORDAN (PRESIDENT)
- BARABARA BEST (PRESIDENT ELECT)
- TASHA HENDERSON (SECRETARY)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Cfe is a community of women leaders in finance dedicated to exchanging ideas, experiences, and expertise for the success of our members, and the betterment of our community and the global marketplace.
What it reported doing in 2025
Professional meetings with speakers on a variety of finance and accounting related subjects.
Operating model
- Revenue model
- Membership-supported. 83% of the money available for current operations came from membership dues.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up. A relatively small share of total spending goes to programs and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 57
- Transparency & Controls: 82
- Sustainability: 30
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 65%; rating input score 65
- Program expense ratio: 43.1%; rating input score 43
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -45.1%; rating input score 13; 13th percentile among comparable filings
- Total-asset coverage ratio: 1.33; rating input score 55; 55th percentile among comparable filings
- Liabilities to assets ratio: 0.22; rating input score 11; 11th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 0% per year; rating input score 100; 48th percentile among comparable filings
- Revenue growth: -2.8% per year; rating input score 0; 40th percentile among comparable filings
- Asset growth: -2% per year; rating input score 0; 31st percentile among comparable filings
Details
- Where the money goes: 65% of revenue deployed · 43.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $54K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 1 filed schedules
- Filing history: 14 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Program expense ratio scored 43/100.
- High — Sustainability: Operating margin scored 13/100.
- High — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 55/100.
- High — Sustainability: Liabilities to assets ratio scored 11/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.