Civic Intelligence

Financial Forum

EIN 47-1154425 • Walnut Creek, CA

3301 Tice Creek Dr Apt 7Walnut Creek, CA 94595
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

Asset Growth

68th percentile

7.1%

Faster asset growth than 68% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

82nd percentile

43%

Faster revenue growth than 82% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$6,657

Up $2,398 (+56%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

Up

$6,657

Up $2,398 (+56%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin79th percentile

Revenue

Up

$9,380

Up $2,370 (+34%) from 2024

Expenses

Up

$6,982

Up $563 (+8.8%) from 2024

Net Income

Up

$2,398

Up $1,807 (+306%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2019: $7,232Liabilities 2019: $1Net Assets 2019: $7,2322019Assets 2020: $7,152Liabilities 2020: $1Net Assets 2020: $7,1522020Assets 2021: $6,681Liabilities 2021: $1Net Assets 2021: $6,6812021Assets 2022: $5,426Liabilities 2022: $1Net Assets 2022: $5,4262022Assets 2023: $3,668Liabilities 2023: $1Net Assets 2023: $3,6682023Assets 2024: $4,259Liabilities 2024: $1Net Assets 2024: $4,2592024Assets 2025: $6,657Liabilities 2025: $0Net Assets 2025: $6,6572025

Highlighted filing

2025

Assets$6,657
Liabilities$0
Net Assets$6,657
Open 2025 Filing

Operations Trend

Revenue Growth82nd percentile

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

$10K$5.0K$0-$5.0KRevenue 2019: $5,156Expenses 2019: $3,854Net Income 2019: $1,3022019Revenue 2020: $5,704Expenses 2020: $5,784Net Income 2020: -$802020Revenue 2021: $770Expenses 2021: $1,241Net Income 2021: -$4712021Revenue 2022: $3,200Expenses 2022: $4,455Net Income 2022: -$1,2552022Revenue 2023: $4,330Expenses 2023: $6,088Net Income 2023: -$1,7582023Revenue 2024: $7,010Expenses 2024: $6,419Net Income 2024: $5912024Revenue 2025: $9,380Expenses 2025: $6,982Net Income 2025: $2,3982025

Highlighted filing

2025

Revenue$9,380
Expenses$6,982
Net Income$2,398
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,657
Liabilities
$0
Net assets
$6,657
Revenue
$9,380
Expenses
$6,982
Net income
$2,398
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6,657$0$6,657$9,380$6,982$2,398
2024Detailed filing. Detailed filing data is available for this year.$4,259$1$4,259$7,010$6,419$591
2023Detailed filing. Detailed filing data is available for this year.$3,668$1$3,668$4,330$6,088$1,758
2022Detailed filing. Detailed filing data is available for this year.$5,426$1$5,426$3,200$4,455$1,255
2021Detailed filing. Detailed filing data is available for this year.$6,681$1$6,681$770$1,241$471
2020Detailed filing. Detailed filing data is available for this year.$7,152$1$7,152$5,704$5,784$80
2019Detailed filing. Detailed filing data is available for this year.$7,232$1$7,232$5,156$3,854$1,302
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Aug 4, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH HOFFMANPresidentPT$0--
DONALD MINTZTreasurer-$0--
KATHRYN RILEYCo-Membershi-$0--
Filing and Contact Details

Filer

Filer Name
Financial Forum
EIN
47-1154425
Phone
9259547912
Address
3301 TICE CREEK DR APT 7, WALNUT CREEK, CA 94595

Signing Officer

Name
Joseph Hoffman
Title
President
Phone
9259547912
Signed
2025-08-04

Preparer

Firm
Marjtax Incorporated
Address
3542 FRUITVALE- AVE PMB 227, OAKLAND, CA 94602
Preparer
Marjorie Williams-jones
Phone
5104826204
Raw XML Appendix246 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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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FINANCIAL FORUM MONTHLY SPEAKER EVENTS PROVIDE FINANCIAL EDUCATION FOR OUR 400 MEMBERS. THE TOPICS INCLUDE TRUST AND ESTATE PLANNING, LONG TERM CARE INSURANCE, ETC.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454570537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARJTAX INCORPORATED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03542 FRUITVALE- AVE PMB 227
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094602
ReturnHeader/PreparerPersonGrp/PhoneNum05104826204
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARJORIE WILLIAMS-JONES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-04T18:47:05-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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