Civic Intelligence

The International Forum

990 • Fiscal year 2023 • EIN 51-0174950

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 29, 2024

600 13th Street NW 550Washington, DC 20005

(703) 641-9400

Siviq Scores

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

Liabilities / Assets

69th percentile

0.31x

Higher debt load relative to assets than 69% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

0.60x

Higher debt load relative to revenue than 86% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Net Margin

11th percentile

-13%

Higher net margin than 11% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Asset Growth

17th percentile

-6.7%

Faster asset growth than 17% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-17%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,386,136

Down $99,372 (-6.7%) from 2022

Net Assets

Down

$962,978

Down $267,977 (-22%) from 2022

Liabilities

Up

$423,158

Up $168,605 (+66%) from 2022

Revenue

Down

$709,883

Down $143,386 (-17%) from 2022

Expenses

Down

$805,495

Down $185,918 (-19%) from 2022

Net Income

Up

-$95,612

Up $42,532 (+31%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$1,386,136
Liabilities$423,158
Net Assets$962,978

Operations Trend

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

2023

Revenue$709,883
Expenses$805,495
Net Income-$95,612
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 29, 2024
Return Version
2023v5.1
Gross Receipts
$709,883
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.

Provide uncensored exchange of emerging trends, competitive intelligence, and innovative client solutions related to life insurance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$918,797$1,019,206▲ $100,409
Cash and Non-Interest-Bearing Accounts$397,048$259,046▼ $138,002
Accounts Receivable-$104,031-
Prepaid Expenses and Deferred Charges$13,041$3,853▼ $9,188
Total Assets$1,328,886$1,386,136▲ $57,250
Liabilities
Deferred Revenue$240,155$423,158▲ $183,003
Accounts Payable and Accrued Expenses$102,356--
Total Liabilities$342,511$423,158▲ $80,647
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$986,375$962,978▼ $23,397
Total Net Assets Fund Balance$986,375$962,978▼ $23,397
Total Liabilities and Net Assets / Fund Balance$1,328,886$1,386,136▲ $57,250
Compensation and Service Providers

Board Members and Trustees

NameTitle
John WheelerChairman of the Board
Larry JacobsonPresident
Dean HarderVice President
Eleanor I JohnsonDirector
Jamie C FarmerDirector
Jason GiorgioDirector
Jon B MendelsohnDirector
Mark D MilbrodDirector
Robert StuchinerDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
FinsecaManagement Services600 13TH STREET NW STE 550, Washington, DC 20005$482,200
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$674,481
Investment Income
$35,402
Other Revenue
$0
Change in Net Assets
$-95,612

Audited Revenue Reconciliation

Revenue per Audited Statements
$702,675
Revenue Not Reported on Financial Statements
$7,208
Revenue Not Reported on Form 990
$72,215
Total Revenue per Audited Statements
$774,890
Total Revenue per Form 990
$709,883
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$805,495
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
Fees for Services Management---$482,200
Conferences and Meetings---$133,092
Fees for Services Other---$52,564
Information Technology---$51,860
Travel---$25,835
Other Expenses---$11,106
Fees for Services Accounting---$8,750
All Other Expenses---$8,613
Fees for Service Investment Mgmnt Fees---$7,208
Office Expenses---$6,921
Insurance---$3,263
Fees for Services Legal---$432
Total Functional Expenses$0$0$0$805,495

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$805,495
Expenses per Audited Statements$798,287
Total Expenses per Audited Statements$798,287
Expenses Not Reported on Financial Statements$7,208
Expenses Not Reported on Form 990$0
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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

The forum delegates the management of its daily operations to finseca in washington, dc. Finseca 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. Employees of finseca provide these services.

Form 990, Part VI, Section A, Line 6

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.

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

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, Part VI, Section B, Line 11B

Form 990 is prepared by independent public accountants and submitted to the forum's management for an initial review. The form is then submitted to its officers for further review and discussion prior to filing.

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

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.

Form 990, Part VI, Section C, Line 19

The forum makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The International Forum
EIN
51-0174950
Phone
7036419400
Address
600 13TH STREET NW 550, WASHINGTON, DC 20005
Doing Business As
Forum 400

Signing Officer

Name
Dean Harder
Title
President
Phone
7036419400
Signed
2024-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dean Harder
Formed
1973
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Selden Fox Ltd
Address
ONE PARKVIEW PLAZA SUITE 710, OAKBROOK TERRACE, IL 60181
Preparer
Robert G Wujek
Phone
6309541400
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

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.

Financial Statement Notes

PART X, LINE 2:

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.

Raw XML Appendix349 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0102356
IRS990/AccountsReceivableGrp/EOYAmt0104031
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE UNCENSORED EXCHANGE OF EMERGING TRENDS, COMPETITIVE INTELLIGENCE, AND INNOVATIVE CLIENT SOLUTIONS RELATED TO LIFE INSURANCE.
IRS990/AllOtherExpensesGrp/TotalAmt08613
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FINSECA
IRS990/BooksInCareOfDetail/PhoneNum07036419400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0600 13TH STREET NW SUITE 550
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020005
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0397048
IRS990/CashNonInterestBearingGrp/EOYAmt0259046
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt0133092
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0482200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0600 13TH STREET NW STE 550
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd020005
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0FINSECA
IRS990/ContractorCompensationGrp/ServicesDesc0MANAGEMENT SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt035402
IRS990/CYOtherExpensesAmt0805495
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0674481
IRS990/CYRevenuesLessExpensesAmt0-95612
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0805495
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0709883
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0240155
IRS990/DeferredRevenueGrp/EOYAmt0423158
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0ANNUAL 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/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0FORUM 400
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt08750
IRS990/FeesForServicesLegalGrp/TotalAmt0432
IRS990/FeesForServicesManagementGrp/TotalAmt0482200
IRS990/FeesForServicesOtherGrp/TotalAmt052564
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07208
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0LARRY JACOBSON
IRS990/Form990PartVIISectionAGrp/PersonNm1DEAN HARDER
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN WHEELER
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMIE C FARMER
IRS990/Form990PartVIISectionAGrp/PersonNm4JASON GIORGIO
IRS990/Form990PartVIISectionAGrp/PersonNm5ELEANOR I JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm6JON B MENDELSOHN
IRS990/Form990PartVIISectionAGrp/PersonNm7MARK D MILBROD
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBERT STUCHINER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0709883
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt051860
IRS990/InsuranceGrp/TotalAmt03263
IRS990/InvestmentIncomeGrp/ExclusionAmt035402
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035402
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0918797
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01019206
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0986375
IRS990/NetAssetsOrFundBalancesEOYAmt0962978
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt072215
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0986375
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0962978
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt06921
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ATTRITION
IRS990/OtherExpensesGrp/Desc1BANK & CREDIT CARD FEES
IRS990/OtherExpensesGrp/TotalAmt013651
IRS990/OtherExpensesGrp/TotalAmt111106
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013041
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03853
IRS990/PrincipalOfficerNm0DEAN HARDER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0340000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1314461
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0340000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1314461
IRS990/ProgSrvcAccomActy2Grp/Desc0OTHER EDUCATION EVENTS - THE FORUM HOSTS PERIODIC, TIMELY SEMINARS ASWELL AS AN ANNUAL FORUM MAX CONFERENCE, PROVIDING SHORT STREAMLINEDPRESENTATIONS FOCUSED ON NEW IDEAS, BREAKOUT GROUPS, ANDMEMBER NETWORKING OPPORTUNITIES TO COMPLEMENT ITS ANNUAL MEETING.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010149
IRS990/PYOtherExpensesAmt0356148
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0102445
IRS990/PYRevenuesLessExpensesAmt0-243554
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0356148
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0112594
IRS990/ReconcilationRevenueExpnssAmt0-95612
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt07208
IRS990ScheduleD/ExpensesSubtotalAmt0798287
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt07208
IRS990ScheduleD/InvestmentExpensesNotIncldAmt07208
IRS990ScheduleD/NetUnrealizedGainsInvstAmt072215
IRS990ScheduleD/RevenueNotReportedAmt072215
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt07208
IRS990ScheduleD/RevenueSubtotalAmt0702675
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0805495
IRS990ScheduleD/TotalRevenuePerForm990Amt0709883
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0774890
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0798287
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORUM DELEGATES THE MANAGEMENT OF ITS DAILY OPERATIONS TO FINSECA IN WASHINGTON, DC. FINSECA 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. EMPLOYEES OF FINSECA PROVIDE THESE SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/ExplanationTxt2EACH 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/ExplanationTxt3FORM 990 IS PREPARED BY INDEPENDENT PUBLIC ACCOUNTANTS AND SUBMITTED TO THE FORUM'S MANAGEMENT FOR AN INITIAL REVIEW. THE FORM IS THEN SUBMITTED TO ITS OFFICERS FOR FURTHER REVIEW AND DISCUSSION PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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/ExplanationTxt5THE FORUM MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE 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.
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 11B
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/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01328886
IRS990/TotalAssetsEOYAmt01386136
IRS990/TotalAssetsGrp/BOYAmt01328886
IRS990/TotalAssetsGrp/EOYAmt01386136
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0805495
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0342511
IRS990/TotalLiabilitiesEOYAmt0423158
IRS990/TotalLiabilitiesGrp/BOYAmt0342511
IRS990/TotalLiabilitiesGrp/EOYAmt0423158
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0986375
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0962978
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt020020
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt020020
IRS990/TotalProgramServiceRevenueAmt0674481
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt035402
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0674481
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0709883
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01328886
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01386136
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt025835
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0600 13TH STREET NW 550
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020005
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0FINSECA.ORG/FORUM-400
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEAN HARDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07036419400
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE INTERNATIONAL FORUM
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0510174950
ReturnHeader/Filer/PhoneNum07036419400
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 13TH STREET NW 550
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020005
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362985770
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SELDEN FOX LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PARKVIEW PLAZA SUITE 710
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKBROOK TERRACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060181
ReturnHeader/PreparerPersonGrp/PhoneNum06309541400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT G WUJEK
ReturnHeader/ReturnTs02024-11-14T16:17:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)6 • $1M-$5M nonprofits