Civic Intelligence

Presidents Forum

990 • Fiscal year 2024 • EIN 38-4127568

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 14, 2025

Organization ProfilePRESIDENTSFORUM.ORG

Refreshing map…

80 M Street SE Ste 130Washington, DC 20003

(801) 673-4982

Siviq Scores

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

Liabilities / Assets

98th percentile

3.67x

Higher debt load relative to assets than 98% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

0.29x

Higher debt load relative to revenue than 89% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

12th percentile

-40%

Higher net margin than 12% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

6th percentile

-77%

Faster asset growth than 6% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-34%

Faster revenue growth than 17% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$27,477

Down $91,832 (-77%) from 2023

Net Assets

Down

-$73,375

Down $138,434 (-213%) from 2023

Liabilities

Up

$100,852

Up $46,602 (+86%) from 2023

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin12th percentile

Revenue

Down

$347,808

Down $177,432 (-34%) from 2023

Expenses

Down

$486,242

Down $86,270 (-15%) from 2023

Net Income

Down

-$138,434

Down $91,162 (-193%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$600K$400K$200K$0-$200KAssets 2019: $266,250Liabilities 2019: $0Net Assets 2019: $266,2502019Assets 2020: $540,387Liabilities 2020: $0Net Assets 2020: $540,3872020Assets 2021: $546,637Liabilities 2021: $32,337Net Assets 2021: $514,3002021Assets 2022: $112,331Liabilities 2022: $0Net Assets 2022: $112,3312022Assets 2023: $119,309Liabilities 2023: $54,250Net Assets 2023: $65,0592023Assets 2024: $27,477Liabilities 2024: $100,852Net Assets 2024: -$73,3752024

Highlighted filing

2024

Assets$27,477
Liabilities$100,852
Net Assets-$73,375
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2019: $350,000Expenses 2019: $83,750Net Income 2019: $266,2502019Revenue 2020: $938,990Expenses 2020: $664,851Net Income 2020: $274,1392020Revenue 2021: $1,144,982Expenses 2021: $1,171,069Net Income 2021: -$26,0872021Revenue 2022: $492,178Expenses 2022: $894,147Net Income 2022: -$401,9692022Revenue 2023: $525,240Expenses 2023: $572,512Net Income 2023: -$47,2722023Revenue 2024: $347,808Expenses 2024: $486,242Net Income 2024: -$138,4342024

Highlighted filing

2024

Revenue$347,808
Expenses$486,242
Net Income-$138,434
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$347,808
Mission and Program Overview

Mission

The mission of the presidents forum is to continually strengthen the promise of higher education as we focus on students to advance meaningful change through a paradigm of innovation. Specifically we will:-engage in project driven innovation-facilitate adoption of innovative practices and policies-disseminate thought leadership

The presidents forum is a mission-driven organization with a clear vision guided by three core tenets: learner impact, systemic change, and measurable difference. The presidents forum seeks to engage its members in collaborative change projects that can benefit the students served by the member institutions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$118,196$26,768▼ $91,428
Land, Buildings, and Equipment, Net$1,113$709▼ $404
Total Assets$119,309$27,477▼ $91,832
Liabilities
Accounts Payable and Accrued Expenses$54,250$100,852▲ $46,602
Total Liabilities$54,250$100,852▲ $46,602
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$65,059$-73,375▼ $138,434
Total Net Assets Fund Balance$65,059$-73,375▼ $138,434
Total Liabilities and Net Assets / Fund Balance$119,309$27,477▼ $91,832

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$709$1,315$2,024
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Becky Takeda-tinkerDirector
David AndrewsDirector
David SchejbalDirector
Frank J Dooley PhdDirector
Gregory W Fowler PhdDirector
Justin LononDirector
Kate SmithDirector
Lisa VollendorDirector
Mark MillironDirector
Scott PulsipherDirector
Sue Ellspermann PhdDirector
Wesley SmithExecutive Director

Highest Paid Contractors

ContractorServicesLocationCompensation
Northbound StrategySee Schedule L5353 S 960 E 103, Millcreek, UT 84117$209,000
Kinetic West LLCConsulting9838 25TH AVE NW, Seattle, WA 98117$124,000
Revenue and Support

Revenue Composition

Contributions and Grants
$347,500
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$308
All Other Contributions
$40,000
Change in Net Assets
$-138,434
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$277,242
Salaries, Compensation, and Employee Benefits$209,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$209,000--$209,000
Fees for Services Other$208,831--$208,831
Occupancy-$25,000-$25,000
Travel$17,675$6,747-$24,422
Fees for Services Accounting-$12,300-$12,300
Office Expenses-$1,845-$1,845
Fees for Services Legal-$1,406-$1,406
Advertising-$1,250-$1,250
Other Expenses$112$537-$649
Depreciation Depletion-$405-$405
Information Technology-$214-$214
Conferences and Meetings$100--$100
Total Functional Expenses$435,718$50,524$0$486,242
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-See BelowSee BelowNo$209,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization has contracted with northbound strategy to run operations.”

Form 990, Part VI, Section B, Line 11B

“Form 990 was reviewed by the executive director and made available to the board prior to filing.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, form 990 and financial statements of the organization are available upon request.”

Filing and Contact Details

Filer

Filer Name
Presidents Forum
EIN
38-4127568
Phone
8016734982
Address
80 M STREET SE STE 130, WASHINGTON, DC 20003

Signing Officer

Name
Wesley Smith
Title
Executive Director
Phone
8016734982
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wesley Smith
Formed
2019
Legal Domicile
Dc
Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
5

Preparer

Firm
Uhy Advisors Great Lakes Inc
Address
7171 STADIUM DRIVE, KALAMAZOO, MI 49009
Preparer
Rhonda L Newman
Phone
2693817600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consultants: program service expenses 208,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 208,000. Event coordination: program service expenses 831. Management and general expenses 0. Fundraising expenses 0. Total expenses 831.”

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IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt040000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0340000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt050000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0430000
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0347500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0525000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0475000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0845000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0825000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03017500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt017136
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0299822
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0113750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0430708
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0308
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0240
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0160
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0240
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0948
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt03018208
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt040000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0340000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt050000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0430000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0347500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0525000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0492136
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01144822
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0938750
IRS990ScheduleA/Total509Grp/TotalAmt03448208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0347808
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0525240
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0492136
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01144982
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0938990
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03449156
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0709
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01315
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02024
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0709
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0NORTHBOUND STRATEGY LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SEE BELOW
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0209000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SEE BELOW
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0NORTHBOUND STRATEGY, LLC IS A FOR-PROFIT ENTITY 50% OWNED BY WESLEY SMITH, WHO SERVES AS THE ORGANIZATION'S EXECUTIVE DIRECTOR (TOP MANAGEMENT OFFICIAL). MR. SMITH RECEIVES NO DIRECT COMPENSATION FROM THE ORGANIZATION.
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION ENGAGED NORTHBOUND STRATEGY, LLC UNDER A MANAGEMENT SERVICES AGREEMENT APPROVED BY THE EXECUTIVE COMMITTEE AND EXECUTED BY THE CHAIR OF THE GOVERNING BOARD, EFFECTIVE JANUARY 1, 2024. UNDER THIS AGREEMENT, NORTHBOUND PROVIDES COMPREHENSIVE MANAGEMENT AND ADMINISTRATIVE SERVICES, INCLUDING EXECUTIVE LEADERSHIP, OPERATIONS SUPPORT, FINANCIAL ADMINISTRATION, POLICY ANALYSIS, COMMUNICATIONS, MEMBERSHIP ENGAGEMENT, AND COORDINATION OF BOARD AND MEMBER CONVENINGS. NORTHBOUND PROVIDES MULTIPLE EMPLOYEES WHO PERFORM THESE SERVICES FOR THE ORGANIZATION. FEES PAID TO NORTHBOUND REPRESENT THE FIXED CONTRACTUAL MANAGEMENT FEE FOR THESE SERVICES AND ARE NOT COMPENSATION PAID TO MR. SMITH PERSONALLY.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE L, PART IV, LINE 1, COLUMN B
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, SCHEDULE L, PART IV, LINE 1, COLUMN D
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS CONTRACTED WITH NORTHBOUND STRATEGY TO RUN OPERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR AND MADE AVAILABLE TO THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONSULTANTS: PROGRAM SERVICE EXPENSES 208,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 208,000. EVENT COORDINATION: PROGRAM SERVICE EXPENSES 831. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 831.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0DC
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0119309
IRS990/TotalAssetsEOYAmt027477
IRS990/TotalAssetsGrp/BOYAmt0119309
IRS990/TotalAssetsGrp/EOYAmt027477
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0347500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt050524
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0435718
IRS990/TotalFunctionalExpensesGrp/TotalAmt0486242
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt054250
IRS990/TotalLiabilitiesEOYAmt0100852
IRS990/TotalLiabilitiesGrp/BOYAmt054250
IRS990/TotalLiabilitiesGrp/EOYAmt0100852
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt065059
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-73375
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0435718
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0308
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0347808
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0119309
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt027477
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt06747

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,477
Liabilities
$100,852
Net assets
-$73,375
Revenue
$347,808
Expenses
$486,242
Net income
-$138,434
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.03$0.10$0.07$0.35$0.49$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.05$0.07$0.53$0.57$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$0.49$0.89$0.40
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.55$0.03$0.51$1.14$1.17$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$0.94$0.66$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$0.35$0.08$0.27