Civic Intelligence

The International Forum

990 • Fiscal year 2015 • EIN 51-0174950

Jul 01, 2014 to Jun 30, 2015 • Filed on May 15, 2016

Organization ProfileWWW.FORUM400.ORG
330 N WabashChicago, IL 60611-4267

(312) 644-6610

Siviq Scores

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

Liabilities / Assets

37th percentile

0.10x

Higher debt load relative to assets than 37% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

50th percentile

0.18x

Higher debt load relative to revenue than 50% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Net Margin

66th percentile

7.6%

Higher net margin than 66% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Asset Growth

50th percentile

2.5%

Faster asset growth than 50% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

45th percentile

2.4%

Faster revenue growth than 45% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$2,389,075

Up $58,965 (+2.5%) from 2014

Net Assets

Up

$2,139,942

Up $50,472 (+2.4%) from 2014

Liabilities

Up

$249,133

Up $8,493 (+3.5%) from 2014

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin66th percentile

Revenue

Up

$1,358,614

Up $32,048 (+2.4%) from 2014

Expenses

Up

$1,255,915

Up $64,850 (+5.4%) from 2014

Net Income

Down

$102,699

Down $32,802 (-24%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,104,443Liabilities 2011: $478,335Net Assets 2011: $1,626,1082011Assets 2012: $2,213,567Liabilities 2012: $516,384Net Assets 2012: $1,697,1832012Assets 2013: $2,207,228Liabilities 2013: $327,859Net Assets 2013: $1,879,3692013Assets 2014: $2,330,110Liabilities 2014: $240,640Net Assets 2014: $2,089,4702014Assets 2015: $2,389,075Liabilities 2015: $249,133Net Assets 2015: $2,139,9422015Assets 2016: $2,429,230Liabilities 2016: $349,752Net Assets 2016: $2,079,4782016Assets 2017: $2,390,672Liabilities 2017: $374,476Net Assets 2017: $2,016,1962017Assets 2018: $2,150,440Liabilities 2018: $176,976Net Assets 2018: $1,973,4642018Assets 2019: $2,060,014Liabilities 2019: $206,052Net Assets 2019: $1,853,9622019Assets 2020: $1,675,099Liabilities 2020: $118,806Net Assets 2020: $1,556,2932020Assets 2021: $1,706,378Liabilities 2021: $106,699Net Assets 2021: $1,599,6792021Assets 2022: $1,485,508Liabilities 2022: $254,553Net Assets 2022: $1,230,9552022Assets 2023: $1,386,136Liabilities 2023: $423,158Net Assets 2023: $962,9782023Assets 2024: $1,384,829Liabilities 2024: $423,350Net Assets 2024: $961,4792024

Highlighted filing

2015

Assets$2,389,075
Liabilities$249,133
Net Assets$2,139,942
Open 2015 Filing

Operations Trend

Revenue Growth45th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,383,500Expenses 2011: $1,233,006Net Income 2011: $150,4942011Expenses 2012: $1,381,9322012Revenue 2013: $1,470,001Expenses 2013: $1,351,097Net Income 2013: $118,9042013Revenue 2014: $1,326,566Expenses 2014: $1,191,065Net Income 2014: $135,5012014Revenue 2015: $1,358,614Expenses 2015: $1,255,915Net Income 2015: $102,6992015Revenue 2016: $1,157,726Expenses 2016: $1,235,923Net Income 2016: -$78,1972016Revenue 2017: $1,050,347Expenses 2017: $1,054,135Net Income 2017: -$3,7882017Revenue 2018: $1,065,649Expenses 2018: $1,087,913Net Income 2018: -$22,2642018Revenue 2019: $1,045,488Expenses 2019: $1,110,186Net Income 2019: -$64,6982019Revenue 2020: $968,376Expenses 2020: $1,228,444Net Income 2020: -$260,0682020Revenue 2021: $486,873Expenses 2021: $660,701Net Income 2021: -$173,8282021Revenue 2022: $853,269Expenses 2022: $991,413Net Income 2022: -$138,1442022Revenue 2023: $709,883Expenses 2023: $805,495Net Income 2023: -$95,6122023Revenue 2024: $852,896Expenses 2024: $892,064Net Income 2024: -$39,1682024

Highlighted filing

2015

Revenue$1,358,614
Expenses$1,255,915
Net Income$102,699
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 15, 2016
Return Version
2014v6.0
Gross Receipts
$1,637,698
Mission and Program Overview

Mission

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 organization most known for its uncensored exchange of emerging trends, competitive intellegence and innovative client solutions related to life insurance

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,110,915$2,099,759▼ $11,156
Cash and Non-Interest-Bearing Accounts$160,351$228,901▲ $68,550
Savings and Temporary Cash Investments$15,829$34,284▲ $18,455
Prepaid Expenses and Deferred Charges$15,124$24,131▲ $9,007
Accounts Receivable$27,891$2,000▼ $25,891
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$2,330,110$2,389,075▲ $58,965
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$237,600$179,200▼ $58,400
Accounts Payable and Accrued Expenses$3,040$48,203▲ $45,163
Other Liabilities$0$21,730▲ $21,730
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$240,640$249,133▲ $8,493
Net Assets / Fund Balance
Unrestricted Net Assets$2,089,470$2,139,942▲ $50,472
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$2,089,470$2,139,942▲ $50,472
Total Liabilities and Net Assets / Fund Balance$2,330,110$2,389,075▲ $58,965

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,099,759--
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Chris BakerChairman of the Board
James J SilbernagelCommunications Chair
Justin SmithIndustry Partner Co-chair
Roger BrooksIndustry Partner Co-chair
Cathy NeifeldMembership Co-chair
Robert TrotenbergMembership Co-chair
Alan PrattParticipation Chair
Ben RaineyProgram Planning Chair
Devang M Patel SrStudy Group Co-chair
Scott RichardsonPresident
Dana M MikstayVice President
Stephen M ThalerDirector at Large
BARBARA O'CONNORExecutive Director
Johnny R AdcockSecretary
Albert E GibbonsTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Smithbucklin CorporationManagement Services330 N WABASH, Chicago, IL 60611$572,723
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,283,001
Investment Income
$75,613
Other Revenue
$0
Change in Net Assets
$102,699

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,358,614
Revenue Not Reported on Form 990
$-52,227
Total Revenue per Audited Statements
$1,306,387
Total Revenue per Form 990
$1,358,614
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,255,915
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$768,785
Fees for Services Management---$98,000
All Other Expenses---$73,484
Other Expenses---$36,158
Fees for Services Accounting---$32,008
Fees for Service Investment Mgmnt Fees---$16,088
Fees for Services Legal---$12,844
Fees for Services Other---$9,705
Advertising---$5,268
Insurance---$3,521
Travel---$303
Office Expenses---$160
Total Functional Expenses$0$0$0$1,255,915

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,255,915
Total Expenses per Audited Statements$1,255,915
Total Expenses per Form 990$1,255,915
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Smithbucklin Corporation$21,730
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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

“Smithbucklin corporation is a management company which manages all aspects of the organization in accordance with the organizations 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 $572,723.”

Form 990, Part VI, Section A, Line 6

“THE FORUM HAS MEMBERS.”

Form 990, Part VI, Section A, Line 7A

“The members elect the board.”

Form 990, Part VI, Section B, Line 11

“A copy of the 990 was provided to the board for review.”

Form 990, Part VI, Section B, Line 12C

“The board monitors and enforces compliance with the policy annually.”

Form 990, Part VI, Section C, Line 19

“The organization makes its documents available upon request.”

Filing and Contact Details

Filer

Filer Name
The International Forum
EIN
51-0174950
In Care Of
% SMITHBUCKLIN
Phone
3126446610
Address
330 N Wabash, Chicago, IL 60611-4267

Signing Officer

Name
BARBARA O'CONNOR
Title
Executive Director
Phone
3126446610
Signed
2016-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
BARBARA O'CONNOR
Formed
1973
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
14

Preparer

Firm
Bkd Llp
Address
1901 S Meyers Road Suite 500, Oakbrook Terrace, IL 60181-5209
Preparer
David R Siehoff
Phone
6302829500
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“There is a finance and an audit committee to review the audited financial statements. There is no change from the prior year in the process.”

Financial Statement Notes

Schedule D, Part X, Line 2

“The forum recognizes the financial statement impact of a tax position when it is more likely than not 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, 2012.”

Raw XML AppendixShowing 400 of 456 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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IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt03521
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt081239
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt081239
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02110915
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02099759
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0279084
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt02089470
IRS990/NetAssetsOrFundBalancesEOYAmt02139942
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-5626
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-5626
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-52227
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt0160
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BOARD OF DIRECTORS
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2STRATEGIC PLAN
IRS990/OtherExpensesGrp/Desc3STUDY GROUP
IRS990/OtherExpensesGrp/TotalAmt089593
IRS990/OtherExpensesGrp/TotalAmt196413
IRS990/OtherExpensesGrp/TotalAmt213585
IRS990/OtherExpensesGrp/TotalAmt336158
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt021730
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015124
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024131
IRS990/PrincipalOfficerNm0BARBARA O'CONNOR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541800
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0FORUM FACTS
IRS990/ProgramServiceRevenueGrp/Desc1ANNUAL CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc2FORUM MAX
IRS990/ProgramServiceRevenueGrp/Desc3STUDY GROUP
IRS990/ProgramServiceRevenueGrp/Desc4MEMBERSHIP
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0953585
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt144200
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt223924
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3259492
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1953585
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt244200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt323924
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4259492
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt01800
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0104419
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01191065
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01222147
IRS990/PYRevenuesLessExpensesAmt0135501
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01191065
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01326566
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0102699
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015829
IRS990/SavingsAndTempCashInvstGrp/EOYAmt034284
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01255915
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-52227
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021730
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO SMITHBUCKLIN CORPORATION
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02099759
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-52227
IRS990ScheduleD/RevenueSubtotalAmt01358614
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FORUM RECOGNIZES THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT 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, 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART X, LINE 2
IRS990ScheduleD/TotalBookValueSecuritiesAmt02099759
IRS990ScheduleD/TotalExpensesPerForm990Amt01255915
IRS990ScheduleD/TotalLiabilityAmt021730
IRS990ScheduleD/TotalRevenuePerForm990Amt01358614
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01306387
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01255915
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SMITHBUCKLIN CORPORATION IS A MANAGEMENT COMPANY WHICH MANAGES ALL ASPECTS OF THE ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATIONS 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 $572,723.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORUM HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS ELECT THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE 990 WAS PROVIDED TO THE BOARD FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THERE IS A FINANCE AND AN AUDIT COMMITTEE TO REVIEW THE AUDITED FINANCIAL STATEMENTS. THERE IS NO CHANGE FROM THE PRIOR YEAR IN THE PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02330110
IRS990/TotalAssetsEOYAmt02389075
IRS990/TotalAssetsGrp/BOYAmt02330110
IRS990/TotalAssetsGrp/EOYAmt02389075
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01255915
IRS990/TotalGrossUBIAmt01800
IRS990/TotalLiabilitiesBOYAmt0240640
IRS990/TotalLiabilitiesEOYAmt0249133
IRS990/TotalLiabilitiesGrp/BOYAmt0240640
IRS990/TotalLiabilitiesGrp/EOYAmt0249133

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,389,075
Liabilities
$249,133
Net assets
$2,139,942
Revenue
$1,358,614
Expenses
$1,255,915
Net income
$102,699
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.42$0.96$0.85$0.89$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.42$0.96$0.71$0.81$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.25$1.23$0.85$0.99$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.11$1.60$0.49$0.66$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.12$1.56$0.97$1.23$0.26
2019Detailed filing. Detailed filing data is available for this year.$2.06$0.21$1.85$1.05$1.11$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.15$0.18$1.97$1.07$1.09$0.02
2017Summary only. Only limited summary data is available for this year.$2.39$0.37$2.02$1.05$1.05$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.43$0.35$2.08$1.16$1.24$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.39$0.25$2.14$1.36$1.26$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.33$0.24$2.09$1.33$1.19$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.33$1.88$1.47$1.35$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.52$1.70$1.38
2011Summary only. Only limited summary data is available for this year.$2.10$0.48$1.63$1.38$1.23$0.15