Liabilities / Assets
69th percentile
Higher debt load relative to assets than 69% of similar nonprofits.
990 • Fiscal year 2023 • EIN 51-0174950
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
69th percentile
Higher debt load relative to assets than 69% of similar nonprofits.
Liabilities / Revenue
86th percentile
Higher debt load relative to revenue than 86% of similar nonprofits.
Net Margin
11th percentile
Higher net margin than 11% of similar nonprofits.
Top Officer Pay
27th percentile
Higher top officer pay than 27% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
17th percentile
Faster asset growth than 17% of similar nonprofits.
Revenue Growth
8th percentile
Faster revenue growth than 8% of similar nonprofits.
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
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 | $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 |
| Name | Title |
|---|---|
| John Wheeler | Chairman of the Board |
| Larry Jacobson | President |
| Dean Harder | Vice President |
| Eleanor I Johnson | Director |
| Jamie C Farmer | Director |
| Jason Giorgio | Director |
| Jon B Mendelsohn | Director |
| Mark D Milbrod | Director |
| Robert Stuchiner | Director |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Finseca | Management Services | 600 13TH STREET NW STE 550, Washington, DC 20005 | $482,200 |
| Line Item | Amount |
|---|---|
| Other Expenses | $805,495 |
| 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 | - | - | - | $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 |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“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.”
“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 for an initial review. The form is then submitted to its officers for further 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 | 102356 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 104031 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDE UNCENSORED EXCHANGE OF EMERGING TRENDS, COMPETITIVE INTELLIGENCE, AND INNOVATIVE CLIENT SOLUTIONS RELATED TO LIFE INSURANCE. |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 8613 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | FINSECA |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7036419400 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 600 13TH STREET NW SUITE 550 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | WASHINGTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 20005 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 397048 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 259046 |
| 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 | 133092 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 482200 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 600 13TH STREET NW STE 550 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | WASHINGTON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 20005 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | FINSECA |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | MANAGEMENT SERVICES |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 35402 |
| IRS990/CYOtherExpensesAmt | 0 | 805495 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 674481 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -95612 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 805495 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 709883 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 240155 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 423158 |
| 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 | 8750 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 432 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 482200 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 52564 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 7208 |
| 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/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/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | 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/PersonNm | 0 | LARRY JACOBSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | DEAN HARDER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JOHN WHEELER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JAMIE C FARMER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | JASON GIORGIO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | ELEANOR I JOHNSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JON B MENDELSOHN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | MARK D MILBROD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | ROBERT STUCHINER |
| 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/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/TitleTxt | 0 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | CHAIRMAN OF THE BOARD |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/FormationYr | 0 | 1973 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 9 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 709883 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 9 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 51860 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 3263 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 35402 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 35402 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 918797 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 1019206 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| 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 | 986375 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 962978 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 72215 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 986375 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 962978 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 6921 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | ATTRITION |
| IRS990/OtherExpensesGrp/Desc | 1 | BANK & CREDIT CARD FEES |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 13651 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 11106 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 13041 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 3853 |
| IRS990/PrincipalOfficerNm | 0 | DEAN HARDER |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | SPONSORSHIPS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | MEMBERSHIP DUES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 340000 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 314461 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 340000 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 314461 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | OTHER 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/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 10149 |
| IRS990/PYOtherExpensesAmt | 0 | 356148 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 102445 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -243554 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 356148 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 112594 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -95612 |
| 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 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | 0 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | 1 |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 7208 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 798287 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 7208 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 7208 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 72215 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 72215 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 7208 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 702675 |
| 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. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 805495 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 709883 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 774890 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 798287 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| 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 FOR AN INITIAL REVIEW. THE FORM IS THEN SUBMITTED TO ITS OFFICERS FOR FURTHER 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 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, LINE 2C |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 1 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 1328886 |
| IRS990/TotalAssetsEOYAmt | 0 | 1386136 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 1328886 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 1386136 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 805495 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 342511 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 423158 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 342511 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 423158 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 986375 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 962978 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt | 0 | 20020 |
| IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt | 0 | 20020 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 674481 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 35402 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 674481 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 709883 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 9 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 1328886 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 1386136 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/TotalAmt | 0 | 25835 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 600 13TH STREET NW 550 |
| IRS990/USAddress/CityNm | 0 | WASHINGTON |
| IRS990/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990/USAddress/ZIPCd | 0 | 20005 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 9 |
| IRS990/VotingMembersIndependentCnt | 0 | 9 |
| IRS990/WebsiteAddressTxt | 0 | FINSECA.ORG/FORUM-400 |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DEAN HARDER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7036419400 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-10-29 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THE INTERNATIONAL FORUM |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | INTE |
| ReturnHeader/Filer/EIN | 0 | 510174950 |
| ReturnHeader/Filer/PhoneNum | 0 | 7036419400 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 600 13TH STREET NW 550 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WASHINGTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | DC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 20005 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 362985770 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SELDEN FOX LTD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | ONE PARKVIEW PLAZA SUITE 710 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | OAKBROOK TERRACE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 60181 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6309541400 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ROBERT G WUJEK |
| ReturnHeader/ReturnTs | 0 | 2024-11-14T16:17:51-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
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Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.
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