Liabilities / Assets
37th percentile
Higher debt load relative to assets than 37% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
37th percentile
Higher debt load relative to assets than 37% of similar nonprofits.
Liabilities / Revenue
50th percentile
Higher debt load relative to revenue than 50% of similar nonprofits.
Net Margin
74th percentile
Higher net margin than 74% of similar nonprofits.
Top Officer Pay
21st percentile
Higher top officer pay than 21% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
56th percentile
Faster asset growth than 56% of similar nonprofits.
Revenue Growth
12th percentile
Faster revenue growth than 12% of similar nonprofits.
Assets
Up$2,330,110
Up $122,882 (+5.6%) from 2013
Net Assets
Up$2,089,470
Up $210,101 (+11%) from 2013
Liabilities
Down$240,640
Down $87,219 (-27%) from 2013
Revenue
Down$1,326,566
Down $143,435 (-9.8%) from 2013
Expenses
Down$1,191,065
Down $160,032 (-12%) from 2013
Net Income
Up$135,501
Up $16,597 (+14%) from 2013
To be the premier member organization most known for its uncensored exchange of emerging trends, competitive intelligence and innovative client solutions related to life insurance.
To be the premier member organziation most known for its uncensored exchange of emerging trends, competitive intelligence and innovative client solutions related to life insurance.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Other Securities | $1,362,521 | $2,110,915 | ▲ $748,394 |
| Cash and Non-Interest-Bearing Accounts | $450,658 | $160,351 | ▼ $290,307 |
| Accounts Receivable | - | $27,891 | - |
| Savings and Temporary Cash Investments | $361,018 | $15,829 | ▼ $345,189 |
| Prepaid Expenses and Deferred Charges | $22,127 | $15,124 | ▼ $7,003 |
| Land, Buildings, and Equipment, Net | $0 | $0 | → $0 |
| Total Assets | $2,207,228 | $2,330,110 | ▲ $122,882 |
| Other Assets Total | $10,904 | $0 | ▼ $10,904 |
| Liabilities | |||
| Deferred Revenue | $322,350 | $237,600 | ▼ $84,750 |
| Accounts Payable and Accrued Expenses | $5,509 | $3,040 | ▼ $2,469 |
| Total Liabilities | $327,859 | $240,640 | ▼ $87,219 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $1,879,369 | $2,089,470 | ▲ $210,101 |
| Total Net Assets Fund Balance | $1,879,369 | $2,089,470 | ▲ $210,101 |
| Total Liabilities and Net Assets / Fund Balance | $2,207,228 | $2,330,110 | ▲ $122,882 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $0 | $48,750 | $48,750 |
| Other Securities | $2,110,915 | - | - |
| Name | Title |
|---|---|
| Chris Baker | Annual Meeting Chair |
| Charles D Hollander | Chairman of the Board |
| Barry Link | Communications Chair |
| Jay M Weinstein | Exceptional Experience Chair |
| Warren Steinborn | Industry Partners Chair |
| Peter F Hibbard | Member Profile Chair |
| Dana M Mikstay | Membership Chair Secretary |
| Ben Rainey | Study Group Chair |
| Howard Sharfman | President |
| Alan Pratt | Director |
| Randy Riggins | Director |
| Rao K Garuda | Director |
| Stephen M Thaler | Director |
| BARBARA O'CONNOR | Executive Director |
| Scott Richardson | Treasurer/CFO |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Smithbucklin Corporation | Management Services | - | $554,094 |
| Line Item | Amount |
|---|---|
| Other Expenses | $1,191,065 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Conferences and Meetings | - | - | - | $682,292 |
| Fees for Services Management | - | - | - | $94,245 |
| Other Expenses | - | - | - | $41,421 |
| Fees for Services Accounting | - | - | - | $36,082 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $16,035 |
| Fees for Services Legal | - | - | - | $11,125 |
| Depreciation Depletion | - | - | - | $10,682 |
| Fees for Services Other | - | - | - | $6,721 |
| Insurance | - | - | - | $6,325 |
| Advertising | - | - | - | $3,382 |
| Travel | - | - | - | $495 |
| Total Functional Expenses | $0 | $0 | $0 | $1,191,065 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $1,191,065 |
| Total Expenses per Audited Statements | $1,191,065 |
| Total Expenses per Form 990 | $1,191,065 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Smithbucklin corporation is a management company which manages all aspects of the organization in accordance with the organization's bylaws and policies. Operations include but are not limited to administration, membership, finance and accounting, convention/meeting planning/tradeshows, education, marketing, information technology and government relations. Smithbucklin employees provide these services and total fees paid were $554,094.”
“THE FORUM HAS MEMBERS.”
“The members elect the board.”
“A copy of the 990 was provided to the board for review.”
“The board monitors and enforces compliance with the policy annually.”
“The organization makes its documents available upon request.”
“The organization makes its documents available upon request.”
“There is finance and audit committee to review audited financial statements. There is no change in its process.”
“The forum recognizes the financial statement impact of a tax position when it is more likely than no that the position will be sustained upon examination. The forum has no on-going federal or state income tax audits. The forum is no longer subject to federal or state income tax audits before the tax year ending june 30, 2010.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 5509 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 3040 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 27891 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO BE THE PREMIER MEMBER ORGANZIATION MOST KNOWN FOR ITS UNCENSORED EXCHANGE OF EMERGING TRENDS, COMPETITIVE INTELLIGENCE AND INNOVATIVE CLIENT SOLUTIONS RELATED TO LIFE INSURANCE. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 3382 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | SMITHBUCKLIN |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3126446610 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 330 N WABASH |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | CHICAGO |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | IL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 606114267 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 450658 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 160351 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 682292 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 554094 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1 | 0 | 330 N WABASH |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City | 0 | CHICAGO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State | 0 | IL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode | 0 | 60611 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1 | 0 | SMITHBUCKLIN CORPORATION |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | MANAGEMENT SERVICES |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 104419 |
| IRS990/CYOtherExpensesAmt | 0 | 1191065 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1222147 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 135501 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 1191065 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1326566 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 322350 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 237600 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 10682 |
| IRS990/Desc | 0 | ANNUAL MEETING - TO PROVIDE AN ULTIMATE PLATFORM FOR THE SHARING OF CUTTING EDGE, INNOVATIVE IDEAS AMONG MEMBERS. MEETING TOPICS, ALL GEARED TO THE HIGH-LEVEL PRODUCER, FALL WITHIN FOUR SESSION TRACKS: ESTATE AND WEALTH TRANSFER, PRACTICE DEVELOPMENT, WEALTH ACCUMULATION/EXECUTIVE BENEFITS AND NON-TRADITIONAL (ALL OTHER AREAS). |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 36082 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 11125 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 94245 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 6721 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 16035 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 30.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | CHRIS BAKER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | RAO K GARUDA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | PETER F HIBBARD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | BARRY LINK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | DANA M MIKSTAY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | ALAN PRATT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | BEN RAINEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | RANDY RIGGINS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | WARREN STEINBORN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | STEPHEN M THALER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | JAY M WEINSTEIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | HOWARD SHARFMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | CHARLES D HOLLANDER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | SCOTT RICHARDSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | BARBARA O'CONNOR |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | ANNUAL MEETING CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | MEMBER PROFILE CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | COMMUNICATIONS CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | MEMBERSHIP CHAIR SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | STUDY GROUP CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | INDUSTRY PARTNERS CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | EXCEPTIONAL EXPERIENCE CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | CHAIRMAN OF THE BOARD |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | TREASURER/CFO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | EXECUTIVE DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1973 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 43185 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 14 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 286490 |
| IRS990/GrossReceiptsAmt | 0 | 1569871 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 14 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 6325 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 61234 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 61234 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 1362521 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 2110915 |
| IRS990/IRPDocumentCnt | 0 | 9 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 48750 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 48750 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 243305 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO BE THE PREMIER MEMBER ORGANIZATION MOST KNOWN FOR ITS UNCENSORED EXCHANGE OF EMERGING TRENDS, COMPETITIVE INTELLGENCE AND INNOVATIVE CLIENT SOLUTIONS RELATED TO LIFE INSURANCE. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 1879369 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 2089470 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 43185 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 43185 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 74600 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 10904 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 0 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | MEMBERSHIP DEVELOPMENT |
| IRS990/OtherExpensesGrp/Desc | 1 | BOARD OF DIRECTORS |
| IRS990/OtherExpensesGrp/Desc | 2 | STRATEGIC PLAN |
| IRS990/OtherExpensesGrp/Desc | 3 | STUDY GROUP |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 133708 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 106872 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 41680 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 41421 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 22127 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 15124 |
| IRS990/PrincipalOfficerNm | 0 | BARBARA O'CONNOR |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
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| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE FORUM RECOGNIZES THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NO THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE FORUM HAS NO ON-GOING FEDERAL OR STATE INCOME TAX AUDITS. THE FORUM IS NO LONGER SUBJECT TO FEDERAL OR STATE INCOME TAX AUDITS BEFORE THE TAX YEAR ENDING JUNE 30, 2010. |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | SMITHBUCKLIN CORPORATION IS A MANAGEMENT COMPANY WHICH MANAGES ALL ASPECTS OF THE ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS AND POLICIES. OPERATIONS INCLUDE BUT ARE NOT LIMITED TO ADMINISTRATION, MEMBERSHIP, FINANCE AND ACCOUNTING, CONVENTION/MEETING PLANNING/TRADESHOWS, EDUCATION, MARKETING, INFORMATION TECHNOLOGY AND GOVERNMENT RELATIONS. SMITHBUCKLIN EMPLOYEES PROVIDE THESE SERVICES AND TOTAL FEES PAID WERE $554,094. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE FORUM HAS MEMBERS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE MEMBERS ELECT THE BOARD. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | A COPY OF THE 990 WAS PROVIDED TO THE BOARD FOR REVIEW. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE BOARD MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY ANNUALLY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | THERE IS FINANCE AND AUDIT COMMITTEE TO REVIEW AUDITED FINANCIAL STATEMENTS. THERE IS NO CHANGE IN ITS PROCESS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VI, SECTION C, LINE 18 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990 PART XII LINE 2C |
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| IRS990/TotalLiabilitiesEOYAmt | 0 | 240640 |
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| IRS990/USAddress/City | 0 | CHICAGO |
| IRS990/USAddress/State | 0 | IL |
| IRS990/USAddress/ZIPCode | 0 | 606114267 |
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| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BARBARA O'CONNOR |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3126446610 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-01-29 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | THE INTERNATIONAL FORUM DBA FORUM 400 |
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| ReturnHeader/Filer/USAddress/State | 0 | IL |
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Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.