Civic Intelligence

The Strategic Forum Inc

990EZ • Fiscal year 2014 • EIN 27-3581892

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 07, 2015

Organization ProfileN/A
306 AlcazarMiami, FL 33134

(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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

26th percentile

-6.2%

Higher net margin than 26% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

18th percentile

-17%

Faster asset growth than 18% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

78th percentile

19%

Faster revenue growth than 78% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$42,121

Down $8,593 (-17%) from 2013

Net Assets

Down

$42,121

Down $8,593 (-17%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Up

$138,902

Up $22,419 (+19%) from 2013

Expenses

Up

$147,495

Up $20,945 (+17%) from 2013

Net Income

Up

-$8,593

Up $1,474 (+15%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth18th 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 2014: $42,121Net Assets 2014: $42,1212014Assets 2015: $46,916Liabilities 2015: $21,000Net Assets 2015: $25,9162015Assets 2016: $66,707Liabilities 2016: $39,123Net Assets 2016: $27,5842016

Highlighted filing

2014

Assets$42,121
Liabilities-
Net Assets$42,121
Open 2014 Filing

Operations Trend

Revenue Growth78th 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 2014: $138,902Expenses 2014: $147,495Net Income 2014: -$8,5932014Revenue 2015: $128,820Expenses 2015: $145,025Net Income 2015: -$16,2052015Revenue 2016: $109,801Expenses 2016: $108,133Net Income 2016: $1,6682016

Highlighted filing

2014

Revenue$138,902
Expenses$147,495
Net Income-$8,593
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 7, 2015
Return Version
2014v5.0
Gross Receipts
$138,902
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
BUSINESS MEETINGS OF MEMBERS WITH GUEST SPEAKERS AND RETREATS WITH GUEST SPEAKERS-$121,424
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY BERKOWITZDirectorPT$0--
DAVID ETZLERDirectorPT$0--
LISA ROSSDirectorPT$0--
GABRIEL BOTTAZZIDirectorPT$0--
SUE ROMANOSDirecotrPT$0--
GERALD WEBERDirectorPT$0--
BRUCE TURKELDirectorPT$0--
JEFF HANFTDirectorPT$0--
J DAVID SCHEINERDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Strategic Forum Inc
EIN
27-3581892
Phone
3052342797
Address
306 ALCAZAR, MIAMI, FL 33134

Signing Officer

Name
Jay Berkowitz
Title
Director
Phone
3052342797
Signed
2015-03-07

Preparer

Firm
The Simon-Crair Group CPA's
Address
8925 SW 148th St Suite 218, Miami, FL 33176
Preparer
David F Simon CPA
Phone
3052342797
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“SCHOLARSHIP GRANT 1500.”

Form 990EZ, Part I, Line 16

“Meetings, events 60463. Retreats 60960. Admin costs 6815.”

Raw XML Appendix124 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/BooksInCareOfDetail/PersonNm0PHIL BAKES
IRS990EZ/BooksInCareOfDetail/PhoneNum03022342797
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0306 ALCAZAR SUITE 301
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORAL GABLES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033134
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050714
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042121
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0138902
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8593
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt017757
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050714
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042121
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0138902
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050714
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042121
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050714
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042121
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt810.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAY BERKOWITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID ETZLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA ROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GABRIEL BOTTAZZI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUE ROMANOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GERALD WEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRUCE TURKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JEFF HANFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8J DAVID SCHEINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECOTR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0128238
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BUSINESS MEETINGS OF MEMBERS WITH GUEST SPEAKERS AND RETREATS WITH GUEST SPEAKERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0121424
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0147495
IRS990EZ/TotalProgramServiceExpensesAmt0121424
IRS990EZ/TotalRevenueAmt0138902
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP GRANT 1500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEETINGS, EVENTS 60463. RETREATS 60960. ADMIN COSTS 6815.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY BERKOWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03052342797
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STRATEGIC FORUM INC
ReturnHeader/Filer/BusinessNameControlTxt0STRA
ReturnHeader/Filer/EIN0273581892
ReturnHeader/Filer/PhoneNum03052342797
ReturnHeader/Filer/USAddress/AddressLine1Txt0306 ALCAZAR
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Simon-Crair Group CPA's
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08925 SW 148th St Suite 218
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Miami
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033176
ReturnHeader/PreparerPersonGrp/PhoneNum03052342797
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID F SIMON CPA
ReturnHeader/ReturnTs02015-03-10T14:14:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,121
Liabilities
-
Net assets
$42,121
Revenue
$138,902
Expenses
$147,495
Net income
-$8,593
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
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.42$1.39$1.47$0.09
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