Civic Intelligence

Forum Foundation

990PF • Fiscal year 2021 • EIN 20-3986056

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 22, 2022

Organization Profile
PO Box 2156South Portland, ME 04116

(212) 828-3333

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

1st percentile

-1147%

Higher net margin than 1% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

36th percentile

$20,000

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 53.7% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

21st percentile

-1.0%

Faster asset growth than 21% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$8,316,575

Down $85,023 (-1.0%) from 2020

Net Assets

Down

$8,316,575

Down $82,093 (-1.0%) from 2020

Liabilities

Down

$0

Down $2,930 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin1st percentile

Revenue

Down

$37,220

Down $5,202,627 (-99%) from 2020

Expenses

Down

$464,233

Down $184,407 (-28%) from 2020

Net Income

Down

-$427,013

Down $5,018,220 (-109%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0-$5.0MAssets 2011: $2,832,893Liabilities 2011: $4732011Assets 2012: $2,374,570Liabilities 2012: $13,8892012Assets 2013: $2,046,013Liabilities 2013: $10,410Net Assets 2013: $2,035,6032013Assets 2014: $395,338Liabilities 2014: $10,123Net Assets 2014: $385,2152014Assets 2015: $5,741Liabilities 2015: $50,325Net Assets 2015: -$44,5842015Assets 2016: $68,322Liabilities 2016: $9,784Net Assets 2016: $58,5382016Assets 2017: $2,545,193Liabilities 2017: $6,343Net Assets 2017: $2,538,8502017Assets 2018: $1,468,450Liabilities 2018: $15,544Net Assets 2018: $1,452,9062018Assets 2019: $3,627,736Liabilities 2019: $9,526Net Assets 2019: $3,618,2102019Assets 2020: $8,401,598Liabilities 2020: $2,930Net Assets 2020: $8,398,6682020Assets 2021: $8,316,575Liabilities 2021: $0Net Assets 2021: $8,316,5752021Assets 2022: $7,276,386Liabilities 2022: $17,989Net Assets 2022: $7,258,3972022Assets 2023: $6,818,902Liabilities 2023: $0Net Assets 2023: $6,818,9022023Assets 2024: $6,599,493Liabilities 2024: $0Net Assets 2024: $6,599,4932024

Highlighted filing

2021

Assets$8,316,575
Liabilities$0
Net Assets$8,316,575
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: -$8,059Expenses 2011: $149,830Net Income 2011: -$157,8892011Revenue 2012: -$76,996Expenses 2012: $394,743Net Income 2012: -$471,7392012Revenue 2013: $170,411Expenses 2013: $495,489Net Income 2013: -$325,0782013Revenue 2014: -$723,134Expenses 2014: $933,797Net Income 2014: -$1,656,9312014Revenue 2015: $476,129Expenses 2015: $905,928Net Income 2015: -$429,7992015Revenue 2016: $1,058,759Expenses 2016: $955,637Net Income 2016: $103,1222016Revenue 2017: $3,185,301Expenses 2017: $657,410Net Income 2017: $2,527,8912017Revenue 2018: $51,557Expenses 2018: $1,037,514Net Income 2018: -$985,9572018Revenue 2019: $3,010,237Expenses 2019: $1,067,552Net Income 2019: $1,942,6852019Revenue 2020: $5,239,847Expenses 2020: $648,640Net Income 2020: $4,591,2072020Revenue 2021: $37,220Expenses 2021: $464,233Net Income 2021: -$427,0132021Revenue 2022: $43,102Expenses 2022: $670,154Net Income 2022: -$627,0522022Revenue 2023: $35,361Expenses 2023: $797,769Net Income 2023: -$762,4082023Revenue 2024: $21,800Expenses 2024: $770,099Net Income 2024: -$748,2992024

Highlighted filing

2021

Revenue$37,220
Expenses$464,233
Net Income-$427,013
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 22, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANET F ROBINSONDirector-$20,000-$20,000
JOHN Y KEFFERPresident & Director-$0--
RICHARD J BERTHYVice President & Director-$0--
CHARLES F JOHNSONTreasurer & Director-$0--
HERBERT HENRYSON IISecretary & Director-$0--
SONIA BROOKSAssistant Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Forum Foundation
EIN
20-3986056
Phone
2128283333
Address
PO BOX 2156, SOUTH PORTLAND, ME 04116

Signing Officer

Name
Richard J Berthy
Title
Vice President and Director
Phone
2128283333
Signed
2022-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Pgm LLC
Address
319 Main Street, Biddeford, ME 04005
Phone
2074155714
Raw XML Appendix350 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt021270
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING SERVICES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt019143
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02004832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02004832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EXCHANGE TRADED FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt036720
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt036720
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt036720
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt019143
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02127
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt021270
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0344570
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0344570
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt036720
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt036720
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-427013
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03357
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt075036
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt078393
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0387070
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt077163
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0464233
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt036720
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt037220
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt042500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt077163
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0119663
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-427013
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0263123
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0608043
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08579698
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08398668
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08316575
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0155583
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0155583
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0155583
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0155583
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TotalTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0705
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0705
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0705
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0705
IRS990PF/FMVAssetsEOYAmt08316575
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02930
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt08398668
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08743588
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0213331
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt046718
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt046718
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01833331
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02004832
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02004832
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt05200000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt05200000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt05200000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt05200000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt042
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt042
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt042
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-427013
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01154894
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01064983
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01064983
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08401598
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08316575
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08316575
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02930
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08401598
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08316575
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08398668
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08316575
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03159045
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0130025
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03029020
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt047386
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0155583
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03111659
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03159045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt420000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN Y KEFFER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD J BERTHY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHARLES F JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3HERBERT HENRYSON II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JANET F ROBINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5SONIA BROOKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5ASSISTANT TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2156
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 2156
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 2156
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 2156
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 2156
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5PO BOX 2156
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SOUTH PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SOUTH PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SOUTH PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SOUTH PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SOUTH PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5SOUTH PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd004116
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd104116
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd204116
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd304116
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd404116
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd504116
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0387070
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0387070
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SONIA BROOKS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 2156
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOUTH PORTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd004116
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02074154668
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.FORUM-FOUNDATION.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FORUM FOUNDATION SUPPORTS COMMUNITY DEVELOPMENT WITHIN COCLE PROVINCE, PANAMA, BY CREATING OPPORTUNITIES THAT FURTHER EDUCATION. THIS IS PRIMARILY ACCOMPLISHED THROUGH GRANTS TO SUPPORT THE PROGRAMS OF ACADEMIA FORUM (SEE PART XIV). DIRECT EXPENDITURES IN 2021 INCLUDE OVERSIGHT OF ACADEMIA FORUM'S PROGRAMS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0387070
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN Y KEFFER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1RICHARD J BERTHY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0344570
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FUND EDUCATIONAL AND COMMUNITY DEVELOPMENT PROGRAMS IN RURAL COCLE PROVINCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ACADEMIA FORUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0MAIN STREET ACROSS FROM CAMPO SANTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine2Txt0CEMETERY CAIMATO PENONOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0COCLE PROVINCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0PM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0344570
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0155583
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0155583
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0486620
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0935674
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0920764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0569532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0953346
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0953346
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03144077
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0231487
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0486620
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0935674
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0920764
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0569532
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0387070
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0231487
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04097423
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03865936
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt042
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt042
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt042
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0263123
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PY UNREALIZED GAINS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3REAL ESTATE HELD AS INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02639
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1698
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt220
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt375036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02639
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1698
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt220
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt375036
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0608043
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS ON INVESTMENTS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard J Berthy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President and Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02128283333
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORUM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FORU
ReturnHeader/Filer/EIN0203986056
ReturnHeader/Filer/PhoneNum02128283333
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2156
ReturnHeader/Filer/USAddress/CityNm0SOUTH PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004116
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824812448
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PGM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0319 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Biddeford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004005
ReturnHeader/PreparerPersonGrp/PhoneNum02074155714
ReturnHeader/ReturnTs02022-04-05T14:27:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Richard
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Berthy
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,316,575
Liabilities
$0
Net assets
$8,316,575
Revenue
$37,220
Expenses
$464,233
Net income
-$427,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.02$0.77$0.75
2023Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.04$0.80$0.76
2022Detailed filing. Detailed filing data is available for this year.$7.28$0.02$7.26$0.04$0.67$0.63
2021Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$0.04$0.46$0.43
2020Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$5.24$0.65$4.59
2019Detailed filing. Detailed filing data is available for this year.$3.63$0.01$3.62$3.01$1.07$1.94
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.02$1.45$0.05$1.04$0.99
2017Detailed filing. Detailed filing data is available for this year.$2.55$0.01$2.54$3.19$0.66$2.53
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.01$0.06$1.06$0.96$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.05$0.04$0.48$0.91$0.43
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.01$0.39$0.72$0.93$1.66
2013Detailed filing. Detailed filing data is available for this year.$2.05$0.01$2.04$0.17$0.50$0.33
2012Summary only. Only limited summary data is available for this year.$2.37$0.01$0.08$0.39$0.47
2011Summary only. Only limited summary data is available for this year.$2.83$0.00$0.01$0.15$0.16