Civic Intelligence

The Strategic Forum Inc

990EZ • Fiscal year 2013 • EIN 27-3581892

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 04, 2014

Organization ProfileN/A
306 Alcazar33134

(305) 234-2797

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

23rd percentile

-8.6%

Higher net margin than 23% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

36th percentile

-3.8%

Faster asset growth than 36% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

23rd percentile

-12%

Faster revenue growth than 23% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$50,714

Down $2,002 (-3.8%) from 2012

Net Assets

Down

$50,714

Down $2,002 (-3.8%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Down

$116,483

Down $16,031 (-12%) from 2012

Expenses

Up

$126,550

Up $11,852 (+10%) from 2012

Net Income

Down

-$10,067

Down $27,883 (-157%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$80K$60K$40K$20K$0Assets 2012: $52,716Net Assets 2012: $52,7162012Assets 2013: $50,714Net Assets 2013: $50,7142013Assets 2015: $46,916Liabilities 2015: $21,000Net Assets 2015: $25,9162015Assets 2016: $66,707Liabilities 2016: $39,123Net Assets 2016: $27,5842016

Highlighted filing

2013

Assets$50,714
Liabilities-
Net Assets$50,714
Open 2013 Filing

Operations Trend

Revenue Growth23rd percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $132,514Expenses 2012: $114,698Net Income 2012: $17,8162012Revenue 2013: $116,483Expenses 2013: $126,550Net Income 2013: -$10,0672013Revenue 2015: $128,820Expenses 2015: $145,025Net Income 2015: -$16,2052015Revenue 2016: $109,801Expenses 2016: $108,133Net Income 2016: $1,6682016

Highlighted filing

2013

Revenue$116,483
Expenses$126,550
Net Income-$10,067
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 4, 2014
Return Version
2013v3.1
Gross Receipts
$116,483
Mission and Program Overview

Mission

The Strategic Forum is a professional association of CEOs, business leaders, and entrepreneurs who are dedicated to forming deep personal and business relationships with each other. This is accomplished through mutual respect and trust, and through continual learning, intellectual, and social environments.

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
BUSINESS MEETINGS OF MEMBERS WITH GUEST SPEAKERS AND RETREATS WITH GUEST SPEAKERS$5,500$99,131
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY BERKOWIRZDirectorPT$0--
BOB BERKOWITZDirectorPT$0--
SETH WERNERDirectorPT$0--
DAVID ETZLERDirectorPT$0--
LESTER ROSENKRANTZDirectorPT$0--
LISA ROSSDirectorPT$0--
GABRIEL BOTTAZZIDirectorPT$0--
SUE ROMANOSDirecotrPT$0--
GERALD WEBERDirectorPT$0--
Filing and Contact Details

Filer

EIN
27-3581892
Phone
3052342797

Signing Officer

Name
Seth Werner
Title
Director
Phone
3052342797
Signed
2014-04-04

Preparer

Preparer
David F Simon CPA
Phone
3052342797
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“Form 990-ez, part iii - primary exempt purpose”

Pt III, Line 31

“The strategic forum is a group of business leaders”

Pt III, Line 31

“Who promote and facilitate new ideas throughout”

Pt III, Line 31

“The community through meetings, member-to-member”

Pt III, Line 31

“Communications, and mentoring of students at nova”

Pt III, Line 31

“SOUTHEASTERN UNIVERSITY.”

Form 990EZ, Part I, Line 10

“Educational scholarships grants 5500.”

Form 990EZ, Part I, Line 16

“Meetings, events 42513. Retreats 56618.”

Raw XML Appendix138 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAY BERKOWIRZ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SETH WERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID ETZLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LESTER ROSENKRANTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LISA ROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GABRIEL BOTTAZZI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
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IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ, PART III - PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE STRATEGIC FORUM IS A GROUP OF BUSINESS LEADERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WHO PROMOTE AND FACILITATE NEW IDEAS THROUGHOUT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMMUNITY THROUGH MEETINGS, MEMBER-TO-MEMBER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMMUNICATIONS, AND MENTORING OF STUDENTS AT NOVA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SOUTHEASTERN UNIVERSITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EDUCATIONAL SCHOLARSHIPS GRANTS 5500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEETINGS, EVENTS 42513. RETREATS 56618.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SETH WERNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03052342797
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE STRATEGIC FORUM INC
ReturnHeader/Filer/BusinessNameControlTxt0STRA
ReturnHeader/Filer/EIN0273581892
ReturnHeader/Filer/PhoneNum03052342797
ReturnHeader/Filer/USAddress/AddressLine10306 ALCAZAR
ReturnHeader/Filer/USAddress/City0MIAMI
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10The Simon-Crair Group CPA's
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108925 SW 148th St Suite 218
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Miami
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode033176
ReturnHeader/PreparerPersonGrp/PhoneNum03052342797
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID F SIMON CPA
ReturnHeader/ReturnTs02014-04-04T09:13:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,714
Liabilities
-
Net assets
$50,714
Revenue
$116,483
Expenses
$126,550
Net income
-$10,067
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.39$0.28$1.10$1.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.21$0.26$1.29$1.45$0.16
2013Detailed filing. Detailed filing data is available for this year.$0.51$0.51$1.16$1.27$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.53$1.33$1.15$0.18