Civic Intelligence

Forum J

EIN 27-0442993 • 501(c)6 • Santa Ana, CA

Profile

PROFESSIONAL DEVELOPMENT

1607 E McfaddenSanta Ana, CA 92705

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

50th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

33rd percentile

-8.6%

Higher net margin than 33% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

7th percentile

-100%

Faster asset growth than 7% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,488 (-100%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Down

$0

Down $1,488 (-100%) from 2014

Operations
Liabilities / Revenue50th percentileNet Margin33rd percentile

Revenue

Down

$17,225

Down $8,961 (-34%) from 2014

Expenses

Down

$18,713

Down $5,985 (-24%) from 2014

Net Income

Down

-$1,488

Down $2,976 (-200%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2013: $10,171Liabilities 2013: $0Net Assets 2013: $10,1712013Assets 2014: $1,488Liabilities 2014: $0Net Assets 2014: $1,4882014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2013: $29,102Expenses 2013: $26,630Net Income 2013: $2,4722013Revenue 2014: $26,186Expenses 2014: $24,698Net Income 2014: $1,4882014Revenue 2015: $17,225Expenses 2015: $18,713Net Income 2015: -$1,4882015

Highlighted filing

2015

Revenue$17,225
Expenses$18,713
Net Income-$1,488
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$17,225
Expenses
$18,713
Net income
-$1,488
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$17.2$18.7$1.49
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$26.2$24.7$1.49
2013Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$29.1$26.6$2.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 10, 2016
Return Version
2015v2.1
Gross Receipts
$17,225
Mission and Program Overview

Mission

PROFESSIONAL DEVELOPMENT

Program Services

DescriptionGrantsExpenses
THE ORGANIZATIONS MISSION IS TO SHARE PROFESSIONAL EXPERIENCES IN AN ATMOSPHERE OF TRUST AND RESPECT THAT WILL PROMOTE PROFESSIONAL GROWTH AND FOSTER FRIENDSHIP--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM BACHANDDirector-$0--
BILL WADDLEDirector-$0--
EDUARDO JARRINDirector-$0--
DARREN MCLELLANDirector-$0--
LAURESTON MCLELLANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Forum J
EIN
27-0442993
Address
1607 E MCFADDEN, Santa Ana, CA 92705

Signing Officer

Name
William Bachand
Title
President
Phone
9492612500
Signed
2016-02-10
Discuss with paid preparer
No

Preparer

Firm
David L Gruber and Associates Inc
Address
3303 Harbor Blvd Ste D14, Costa Mesa, CA 92626
Preparer
David L Gruber CPA
Phone
7149011760
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBUSINESS CONFERENCES AND RETREATS 1,356COMMUNITY AWARENESS 15,112OFFICE EXPENSE 45MANAGEMENT FEE 1,200”

Raw XML Appendix109 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0WILLIAM BACHAND
IRS990EZ/BooksInCareOfDetail/PhoneNum09492612500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01607 E MCFADDEN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Ana
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092705
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01488
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1488
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01488
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt017225
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt017225
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01488
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01488
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM BACHAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILL WADDLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EDUARDO JARRIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DARREN MCLELLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAURESTON MCLELLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt017713
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROFESSIONAL DEVELOPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATIONS MISSION IS TO SHARE PROFESSIONAL EXPERIENCES IN AN ATMOSPHERE OF TRUST AND RESPECT THAT WILL PROMOTE PROFESSIONAL GROWTH AND FOSTER FRIENDSHIP
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018713
IRS990EZ/TotalRevenueAmt017225
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBUSINESS CONFERENCES AND RETREATS 1,356COMMUNITY AWARENESS 15,112OFFICE EXPENSE 45MANAGEMENT FEE 1,200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BACHAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09492612500
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORUM J
ReturnHeader/Filer/BusinessNameControlTxt0FORU
ReturnHeader/Filer/EIN0270442993
ReturnHeader/Filer/USAddress/AddressLine1Txt01607 E MCFADDEN
ReturnHeader/Filer/USAddress/CityNm0Santa Ana
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092705
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261348348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID L GRUBER AND ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03303 Harbor Blvd Ste D14
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Costa Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092626
ReturnHeader/PreparerPersonGrp/PhoneNum07149011760
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L GRUBER CPA
ReturnHeader/ReturnTs02016-05-03T09:00:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.