Civic Intelligence

Financial Forum

990PF • Fiscal year 2022 • EIN 47-1154425

Jun 01, 2021 to May 31, 2022 • Filed on Jun 22, 2022

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

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

15th percentile

-39%

Higher net margin than 15% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

22nd percentile

-19%

Faster asset growth than 22% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

94th percentile

316%

Faster revenue growth than 94% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$5,426

Down $1,255 (-19%) from 2021

Net Assets

Down

$5,426

Down $1,255 (-19%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin15th percentile

Revenue

Up

$3,200

Up $2,430 (+316%) from 2021

Expenses

Up

$4,455

Up $3,214 (+259%) from 2021

Net Income

Down

-$1,255

Down $784 (-166%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2022

Assets$5,426
Liabilities$1
Net Assets$5,426
Open 2022 Filing

Operations Trend

Revenue Growth94th 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

2022

Revenue$3,200
Expenses$4,455
Net Income-$1,255
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Jun 22, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th 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
2022-06-22

Preparer

Firm
Marjtax Incorporated
Address
3542 FRUITVALE AVE, OAKLAND, CA 94602-2327
Preparer
Marjorie Williams-jones
Phone
5104826204
Raw XML Appendix244 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0850
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING SERVICES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0850
IRS990PF/AnalysisIncomeProducingActyGrp/MembershipDuesAndAssmntGrp/RelatedOrExemptFunctionIncmAmt03200
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03200
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0850
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0850
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt03200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1255
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0121
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0794
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt03200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03200
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01188
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0878
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0878
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1255
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05426
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06681
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05426
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0317
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0317
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0317
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0317
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt05426
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06681
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05426
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05426
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt06681
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06681
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05426
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05426
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06681
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05426
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06681
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05426
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06440
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06440
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt097
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0317
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06343
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06440
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOSEPH HOFFMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DONALD MINTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BEV PINCUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LINDA MORRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-MEMBERSHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CO-MEMBERSHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03301 TICE CREEK DRIVE 7
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14308 TERRA GRANADA 3B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21425 CANYONWOOD COURT 3
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32816 SAKLAN INDIAN DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WALNUT CREEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WALNUT CREEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WALNUT CREEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WALNUT CREEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094595
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194595
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294595
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394595
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt04455
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt04455
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt02
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
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DONALD MINTZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04308 TERRA GRANADA 3B
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WALNUT CREEK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094595
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09257057512
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt03705
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt0500
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt060
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0317
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0900
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05430
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03530
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013998
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04138
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0900
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05430
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03530
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04455
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04138
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013998
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09860
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ROSSMOOR ACTIVITIES COUNSEL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0121
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0121
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CREDIT CARD FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0370
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt171
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2353
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0370
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt171
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2353
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03200
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MEMBERSHIP DUES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01188
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0COMPUTER SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01188
TaxesSchedule/TaxesDetail/Amt0878
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0878
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH HOFFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09259547912
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-22
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/PreparationDt02022-06-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARJORIE WILLIAMS-JONES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-06-22T16:12:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOFFMAN
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,426
Liabilities
$1
Net assets
$5,426
Revenue
$3,200
Expenses
$4,455
Net income
-$1,255
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
Peer Organizations

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