Liabilities / Assets
35th percentile
Higher debt load relative to assets than 35% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
35th percentile
Higher debt load relative to assets than 35% of similar nonprofits.
Liabilities / Revenue
39th percentile
Higher debt load relative to revenue than 39% of similar nonprofits.
Net Margin
7th percentile
Higher net margin than 7% of similar nonprofits.
Top Officer Pay
23rd percentile
Higher top officer pay than 23% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
7th percentile
Faster asset growth than 7% of similar nonprofits.
Revenue Growth
52nd percentile
Faster revenue growth than 52% of similar nonprofits.
Assets
Down$1,675,099
Down $384,915 (-19%) from 2019
Net Assets
Down$1,556,293
Down $297,669 (-16%) from 2019
Liabilities
Down$118,806
Down $87,246 (-42%) from 2019
Revenue
Down$968,376
Down $77,112 (-7.4%) from 2019
Expenses
Up$1,228,444
Up $118,258 (+11%) from 2019
Net Income
Down-$260,068
Down $195,370 (-302%) from 2019
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.
Provide uncensored exchange of emerging trends, competitive intelligence, and innovative client solutions related to life insurance.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $2,003,874 | $1,328,157 | ▼ $675,717 |
| Cash and Non-Interest-Bearing Accounts | $3,979 | $300,311 | ▲ $296,332 |
| Prepaid Expenses and Deferred Charges | $49,198 | $32,433 | ▼ $16,765 |
| Accounts Receivable | $2,963 | $14,198 | ▲ $11,235 |
| Total Assets | $2,060,014 | $1,675,099 | ▼ $384,915 |
| Liabilities | |||
| Deferred Revenue | $118,663 | $109,650 | ▼ $9,013 |
| Accounts Payable and Accrued Expenses | $87,389 | $9,156 | ▼ $78,233 |
| Total Liabilities | $206,052 | $118,806 | ▼ $87,246 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $1,853,962 | $1,556,293 | ▼ $297,669 |
| Total Net Assets Fund Balance | $1,853,962 | $1,556,293 | ▼ $297,669 |
| Total Liabilities and Net Assets / Fund Balance | $2,060,014 | $1,675,099 | ▼ $384,915 |
| Name | Title |
|---|---|
| Cathy Neifeld | Chairman of the Board |
| Angela Kennedy-robinson | Forum Max Chair |
| Eamon Walsh | Industry Partner Chair |
| Larry Jacobson | Membership Chair |
| John Wheeler | Program Planning Chair |
| Michael Amoia | Year-round Education Chair |
| Brian Sak | President |
| VINCE D'ADDONA | Vice President |
| Chris Baker | Director at Large |
| Joann Denardis | Executive Director |
| Curtis Cloke | Year Round Engagement Chai |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Smithbucklin Corporation | Management | 330 N WABASH AVENUE SUITE 2000, Chicago, IL 60611 | $605,705 |
| Line Item | Amount |
|---|---|
| Other Expenses | $1,228,444 |
| 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 |
|---|---|---|---|---|
| Fees for Services Management | - | - | - | $605,705 |
| Conferences and Meetings | - | - | - | $497,812 |
| All Other Expenses | - | - | - | $32,072 |
| Other Expenses | - | - | - | $19,387 |
| Advertising | - | - | - | $15,196 |
| Travel | - | - | - | $14,987 |
| Office Expenses | - | - | - | $11,769 |
| Fees for Services Legal | - | - | - | $9,944 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $9,374 |
| Fees for Services Accounting | - | - | - | $7,150 |
| Insurance | - | - | - | $5,048 |
| Total Functional Expenses | $0 | $0 | $0 | $1,228,444 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $1,228,444 |
| Expenses per Audited Statements | $1,219,070 |
| Total Expenses per Audited Statements | $1,219,070 |
| Expenses Not Reported on Financial Statements | $9,374 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The forum has delegated the management of its daily operations to smithbucklin coporation in chicago. Smithbucklin corporation is a management company which manages all aspects of the forum in accordance with the forum's bylaws and policies. Operations may include, but are not limited to, administration, membership, finance and accounting, meeting and event planning, education, marketing and information technology. Smithbucklin corporation employees provide these services.”
“The forum has five classes of members including regular members, lifetime members, 25th anniversary grandfathered members, emeritus members, and brokerage general agent and wholesaler members.”
“Each regular member (other than venture members), lifetime member, 25th anniversary grandfathered member, and brokerage general agent and wholesale member, has the right to cast one vote on each matter submitted to a vote of the members, including the election of the board of directors.”
“Form 990 is prepared by independent public accountants and submitted to the forum's management company for initial review. The form is then submitted to the board of directors for review and discussion prior to filing.”
“The board monitors and enforces compliance with the conflict of interest policy on an annual basis through obtaining signed conflict from interest statements from each director.”
“The forum makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”
“The forum's finance and audit committee is responsible for the oversight of the audit and selection of an independent accountant. This process has not changed from prior years.”
“The forum follows the financial accounting standards board requirements for accounting for uncertain tax positions and has determined they are not required to record a liability for any such positions.”
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 | 87389 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 9156 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 2963 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 14198 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDE UNCENSORED EXCHANGE OF EMERGING TRENDS, COMPETITIVE INTELLIGENCE, AND INNOVATIVE CLIENT SOLUTIONS RELATED TO LIFE INSURANCE. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 15196 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 32072 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | SMITHBUCKLIN CORPORATION |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3126446610 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 330 NORTH WABASH AVENUE SUITE 2000 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | CHICAGO |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 60611 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 3979 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 300311 |
| 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 | 497812 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 605705 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 330 N WABASH AVENUE SUITE 2000 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | CHICAGO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 60611 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | SMITHBUCKLIN CORPORATION |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | MANAGEMENT |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 77798 |
| IRS990/CYOtherExpensesAmt | 0 | 1228444 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 890578 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -260068 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 1228444 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 968376 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 118663 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 109650 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | ANNUAL MEETING - PROVIDES 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 (INCLUDING ALL OTHER AREAS). |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DoingBusinessAsName/BusinessNameLine1Txt | 0 | FORUM 400 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 7150 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 9944 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 605705 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 9374 |
| 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 | 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/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/PersonNm | 0 | BRIAN SAK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | VINCE D'ADDONA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | CATHY NEIFELD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | MICHAEL AMOIA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | CURTIS CLOKE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | LARRY JACOBSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | ANGELA KENNEDY-ROBINSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | EAMON WALSH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | JOHN WHEELER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | CHRIS BAKER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | JOANN DENARDIS |
| 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/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/TitleTxt | 0 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | CHAIRMAN OF THE BOARD |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | YEAR-ROUND EDUCATION CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | YEAR ROUND ENGAGEMENT CHAI |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | MEMBERSHIP CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | FORUM MAX CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | INDUSTRY PARTNER CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | PROGRAM PLANNING CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR AT LARGE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | EXECUTIVE DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 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 | 37000 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 10 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 940771 |
| IRS990/GrossReceiptsAmt | 0 | 1872147 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 10 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 5048 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 40798 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 40798 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 2003874 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 1328157 |
| IRS990/IRPDocumentCnt | 0 | 5 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 903771 |
| 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 INTELLIGENCE AND INNOVATIVE CLIENT SOLUTIONS RELATED TO LIFE INSURANCE. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 1853962 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1556293 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 37000 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 37000 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -37601 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 1853962 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 1556293 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 11769 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | BANK & CREDIT CARD FEES |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 19387 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 49198 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 32433 |
| IRS990/PrincipalOfficerNm | 0 | JOANN DENARDIS |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | ANNUAL MEETING |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | MEMBERSHIP DUES |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | FORUM MAX |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | OTHER |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 648713 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 210763 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 31066 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 36 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 648713 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 210763 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 31066 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 36 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | FORUM MAX - PROVIDES SHORT STREAMLINED PRESENTATIONS FOCUSED ON NEW IDEAS, AS WELL AS BREAKOUT GROUPS AND MEMBER NETWORKING OPPORTUNITIES TO COMPLEMENT THE ANNUAL MEETING. |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 167407 |
| IRS990/PYOtherExpensesAmt | 0 | 1110186 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 878081 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -64698 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 1110186 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 1045488 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -260068 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
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| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE FORUM FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND HAS DETERMINED THEY ARE NOT REQUIRED TO RECORD A LIABILITY FOR ANY SUCH POSITIONS. |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE FORUM HAS DELEGATED THE MANAGEMENT OF ITS DAILY OPERATIONS TO SMITHBUCKLIN COPORATION IN CHICAGO. SMITHBUCKLIN CORPORATION IS A MANAGEMENT COMPANY WHICH MANAGES ALL ASPECTS OF THE FORUM IN ACCORDANCE WITH THE FORUM'S BYLAWS AND POLICIES. OPERATIONS MAY INCLUDE, BUT ARE NOT LIMITED TO, ADMINISTRATION, MEMBERSHIP, FINANCE AND ACCOUNTING, MEETING AND EVENT PLANNING, EDUCATION, MARKETING AND INFORMATION TECHNOLOGY. SMITHBUCKLIN CORPORATION EMPLOYEES PROVIDE THESE SERVICES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE FORUM HAS FIVE CLASSES OF MEMBERS INCLUDING REGULAR MEMBERS, LIFETIME MEMBERS, 25TH ANNIVERSARY GRANDFATHERED MEMBERS, EMERITUS MEMBERS, AND BROKERAGE GENERAL AGENT AND WHOLESALER MEMBERS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | EACH REGULAR MEMBER (OTHER THAN VENTURE MEMBERS), LIFETIME MEMBER, 25TH ANNIVERSARY GRANDFATHERED MEMBER, AND BROKERAGE GENERAL AGENT AND WHOLESALE MEMBER, HAS THE RIGHT TO CAST ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS, INCLUDING THE ELECTION OF THE BOARD OF DIRECTORS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | FORM 990 IS PREPARED BY INDEPENDENT PUBLIC ACCOUNTANTS AND SUBMITTED TO THE FORUM'S MANAGEMENT COMPANY FOR INITIAL REVIEW. THE FORM IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR REVIEW AND DISCUSSION PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE BOARD MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS THROUGH OBTAINING SIGNED CONFLICT FROM INTEREST STATEMENTS FROM EACH DIRECTOR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE FORUM MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THE FORUM'S FINANCE AND AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. |
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| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART XII, LINCE 2C |
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| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ROBERT G WUJEK |
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| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.