Civic Intelligence

The International Forum

990 • Fiscal year 2016 • EIN 51-0174950

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

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

44th percentile

0.14x

Higher debt load relative to assets than 44% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.30x

Higher debt load relative to revenue than 65% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Net Margin

16th percentile

-6.8%

Higher net margin than 16% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Asset Growth

43rd percentile

1.7%

Faster asset growth than 43% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-15%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$2,429,230

Up $40,155 (+1.7%) from 2015

Net Assets

Down

$2,079,478

Down $60,464 (-2.8%) from 2015

Liabilities

Up

$349,752

Up $100,619 (+40%) from 2015

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin16th percentile

Revenue

Down

$1,157,726

Down $200,888 (-15%) from 2015

Expenses

Down

$1,235,923

Down $19,992 (-1.6%) from 2015

Net Income

Down

-$78,197

Down $180,896 (-176%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2016

Assets$2,429,230
Liabilities$349,752
Net Assets$2,079,478
Open 2016 Filing

Operations Trend

Revenue Growth10th 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

2016

Revenue$1,157,726
Expenses$1,235,923
Net Income-$78,197
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$1,733,417
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 in Publicly Traded Securities$2,099,759$2,109,081▲ $9,322
Cash and Non-Interest-Bearing Accounts$228,901$238,936▲ $10,035
Prepaid Expenses and Deferred Charges$24,131$32,748▲ $8,617
Savings and Temporary Cash Investments$34,284$28,465▼ $5,819
Accounts Receivable$2,000$20,000▲ $18,000
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 Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$2,389,075$2,429,230▲ $40,155
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$179,200$264,150▲ $84,950
Accounts Payable and Accrued Expenses$48,203$81,785▲ $33,582
Other Liabilities$21,730$3,817▼ $17,913
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$249,133$349,752▲ $100,619
Net Assets / Fund Balance
Unrestricted Net Assets$2,139,942$2,079,478▼ $60,464
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$2,139,942$2,079,478▼ $60,464
Total Liabilities and Net Assets / Fund Balance$2,389,075$2,429,230▲ $40,155
Compensation and Service Providers
Top Officer Pay22nd 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$528,985
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,156,434
Investment Income
$1,292
Other Revenue
$0
Change in Net Assets
$-78,197

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,157,726
Revenue Not Reported on Form 990
$17,733
Total Revenue per Audited Statements
$1,175,459
Total Revenue per Form 990
$1,157,726
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,235,923
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---$780,213
Fees for Services Management---$105,000
All Other Expenses---$54,376
Fees for Services Accounting---$34,645
Fees for Service Investment Mgmnt Fees---$15,522
Fees for Services Other---$12,102
Advertising---$5,162
Insurance---$3,354
Travel---$629
Fees for Services Legal---$260
Other Expenses---$71
Office Expenses---$25
Total Functional Expenses$0$0$0$1,235,923

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,235,923
Total Expenses per Audited Statements$1,235,923
Total Expenses per Form 990$1,235,923
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 Corporatio$3,817
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 $528,985.”

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
2017-05-15
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 is exempt from federal income taxes under section 501(c)(6) of the internal revenue code. 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, 2013.”

Raw XML AppendixShowing 400 of 465 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/TitleTxt0INDUSTRY PARTNER CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBERSHIP CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2STUDY GROUP CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PARTICIPATION CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PROGRAM PLANNING CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5COMMUNICATIONS CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6INDUSTRY PARTNER CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBERSHIP CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
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IRS990/FormationYr01973
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-10475
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt011767
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt03354
IRS990/IntangibleAssetsGrp/BOYAmt00
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IRS990/InterestGrp/TotalAmt00
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IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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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.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt02139942
IRS990/NetAssetsOrFundBalancesEOYAmt02079478
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-10475
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-10475
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt017733
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt025
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BOARD OF DIRECTORS
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2STRATEGIC PLAN
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt081457
IRS990/OtherExpensesGrp/TotalAmt180600
IRS990/OtherExpensesGrp/TotalAmt262507
IRS990/OtherExpensesGrp/TotalAmt371
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IRS990/OtherLiabilitiesGrp/EOYAmt03817
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
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024131
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt032748
IRS990/PrincipalOfficerNm0BARBARA O'CONNOR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541800
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0FORUM FACTS
IRS990/ProgramServiceRevenueGrp/Desc1ANNUAL CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc2FORUM MAX
IRS990/ProgramServiceRevenueGrp/Desc3MEMBERSHIP
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0872519
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt140040
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2237575
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1872519
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt240040
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3237575
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt06300
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IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01283001
IRS990/PYRevenuesLessExpensesAmt0102699
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01255915
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01358614
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-78197
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt034284
IRS990/SavingsAndTempCashInvstGrp/EOYAmt028465
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01235923
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt017733
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03817
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO SMITHBUCKLIN CORPORATIO
IRS990ScheduleD/RevenueNotReportedAmt017733
IRS990ScheduleD/RevenueSubtotalAmt01157726
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FORUM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. 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, 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART X, LINE 2
IRS990ScheduleD/TotalExpensesPerForm990Amt01235923
IRS990ScheduleD/TotalLiabilityAmt03817
IRS990ScheduleD/TotalRevenuePerForm990Amt01157726
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01175459
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01235923
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 $528,985.
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
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02389075
IRS990/TotalAssetsEOYAmt02429230
IRS990/TotalAssetsGrp/BOYAmt02389075
IRS990/TotalAssetsGrp/EOYAmt02429230
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,429,230
Liabilities
$349,752
Net assets
$2,079,478
Revenue
$1,157,726
Expenses
$1,235,923
Net income
-$78,197
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