Civic Intelligence

Financial Forum

990PF • Fiscal year 2020 • EIN 47-1154425

Jun 01, 2019 to May 31, 2020 • Filed on Dec 01, 2021

Organization Profile
3301 Tice Creek Dr Apt 7Walnut Creek, CA 94595

(925) 954-7912

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

40th percentile

-1.4%

Higher net margin than 40% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

42nd percentile

-1.1%

Faster asset growth than 42% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

75th percentile

11%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$7,152

Down $80 (-1.1%) from 2019

Net Assets

Down

$7,152

Down $80 (-1.1%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin40th percentile

Revenue

Up

$5,704

Up $548 (+11%) from 2019

Expenses

Up

$5,784

Up $1,930 (+50%) from 2019

Net Income

Down

-$80

Down $1,382 (-106%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$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

2020

Assets$7,152
Liabilities$1
Net Assets$7,152
Open 2020 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$5,704
Expenses$5,784
Net Income-$80
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Dec 1, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH HOFFMANPresidentPT$0--
DONALD MINTZTreasurer-$0--
BEV PINCUSCo-Membershi-$0--
LINDA MORRISCo-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
2021-12-01

Preparer

Firm
Marjtax Incorporated
Address
3542 FRUITVALE AVE, OAKLAND, CA 94602-2327
Preparer
Marjorie Williams-jones
Phone
5104826204
Raw XML Appendix239 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07192
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07192
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOSEPH HOFFMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DONALD MINTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BEV PINCUS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03301 TICE CREEK DRIVE 7
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21425 CANYONWOOD COURT 3
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0MEMBERSHIP DUES TO SUPPORT ACTIVITIES
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0MARKET MOGULS TEACHES OUR 400 MEMBERS ABOUT STOCKS, BONDS, COMMODITIES AND ALTERNATIVE INVESTMENTS,
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0MONTHLY MOVIES PROVIDES OUR MEMBERS WITH DOCUMENTARIES AND REAL LIFE EXPERIENCES.
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2COMPUTER + INTERNET
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
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OtherIncomeSchedule2/OtherIncomeDetail/Desc0MEMBERSHIP DUES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04945
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MARKET MOGULS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0500
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH HOFFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09259547912
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL FORUM
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0471154425
ReturnHeader/Filer/PhoneNum09259547912
ReturnHeader/Filer/USAddress/AddressLine1Txt03301 TICE CREEK DR APT 7
ReturnHeader/Filer/USAddress/CityNm0WALNUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094595
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454570537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARJTAX INCORPORATED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03542 FRUITVALE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0946022327
ReturnHeader/PreparerPersonGrp/PhoneNum05104826204
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARJORIE WILLIAMS-JONES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-12-02T13:37:46-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,152
Liabilities
$1
Net assets
$7,152
Revenue
$5,704
Expenses
$5,784
Net income
-$80
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