Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Finance Forum
EIN 57-1135221 • 501(c)6 • Addison, TX
Profile
The organizations goal is to be the networking community that fosters and advances the value of the finance profession
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
22nd percentile
Higher net margin than 22% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
8th percentile
Faster asset growth than 8% of similar nonprofits.
Revenue Growth
28th percentile
Faster revenue growth than 28% of similar nonprofits.
Balance Sheet
Assets
Down$0
Down $3,407 (-100%) from 2022
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Down$0
Down $3,407 (-100%) from 2022
Revenue
Down$17,367
Down $3,490 (-17%) from 2022
Expenses
Up$20,774
Up $292 (+1.4%) from 2022
Net Income
Down-$3,407
Down $3,782 (-1009%) from 2022
Trend Graphs
Filings
Most recent year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $0
- Liabilities
- -
- Net assets
- $0
- Revenue
- $17,367
- Expenses
- $20,774
- Net income
- -$3,407
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2023 to Dec 31, 2023
- Signed
- Nov 15, 2024
- Return Version
- 2023v5.1
- Gross Receipts
- $39,691
Mission and Program Overview
Mission
The organization's goal is to be the networking community that fosters and advances the values of the financing profession.
The organizations goal is to be the networking community that fosters and advances the value of the finance profession
Program Services
| Description | Grants | Expenses |
|---|---|---|
| RAISED FUNDS AT A LOCAL CHARITY GOLF SCRAMBLE IN ORDER TO DONATE TO EQUINE THERAPY ORGANIZATION KNOWN AS EQUEST | $13,000 | $17,106 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TERESA THOMPSON | President | - | $0 | - | - |
| DUSTIN GIBSON | Treasurer | - | $0 | - | - |
| CHIP SCOGGINS | Golf Committee Chair | - | $0 | - | - |
| SABRINA TURNER | Board Member | - | $0 | - | - |
| BRIAN BALLOWE | Board Member | - | $0 | - | - |
| ALEC JORDAN | Board Member | - | $0 | - | - |
| MICHAEL CASTALDO | Board Member | - | $0 | - | - |
| TRAVIS BELL | Board Member | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Event 1 | $30,150 | $30,150 | $0 | $30,150 |
| Event 2 | $0 | $0 | $0 | $0 |
| Total Events | $30,150 | $30,150 | $17,414 | $12,736 |
Filing and Contact Details
Filer
- Filer Name
- Finance Forum
- EIN
- 57-1135221
- In Care Of
- % DUSTIN GIBSON
- Address
- PO BOX 2433, ADDISON, TX 75001
Signing Officer
- Name
- Dustin Gibson
- Title
- Treasurer
- Signed
- 2024-11-15
Supplemental Narrative
Additional Explanations
Part I, line 10
“| Grants And Similar Amounts Paid:, Amount:| DONATION MADE TO EQUEST AN EQUESTRIAN BASED ADULT AND CHILD THERAPUETIC ORGANIZATION. GRANTEE ADDRESS: 811 PEMBERTON HILL ROAD BLDG #4 DALLAS TEXAS 75217, $13000|”
Part I, line 16
“| Other Expenses:, Amount:| DESCRIPTION OF OTHER EXPENSES: BANK & CREDIT CARD FEES: $437 COMPUTER EXPENSES: $1,548 WEBSITE MAINTENANCE: $1,800.00 POSTAL FEES: $232 OFFICE EXPENSES: $89 ADDITIONAL EVENT EXPENSES FOR GOLF EVENT $3,668 TOTAL TO FORM 990 EZ LINE 16: $7774, $7774|”
Part II, line 24
“| Explanation:, BOYAmount:, EOYAmount:| PRIOR YEAR PREPAID EXPENSES, $71, $0|”
Raw XML Appendix183 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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| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | TERESA THOMPSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DUSTIN GIBSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | CHIP SCOGGINS |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | BRIAN BALLOWE |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | TRAVIS BELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | GOLF COMMITTEE CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | BOARD MEMBER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | true |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 71 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 7774 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE ORGANIZATIONS GOAL IS TO BE THE NETWORKING COMMUNITY THAT FOSTERS AND ADVANCES THE VALUE OF THE FINANCE PROFESSION |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | RAISED FUNDS AT A LOCAL CHARITY GOLF SCRAMBLE IN ORDER TO DONATE TO EQUINE THERAPY ORGANIZATION KNOWN AS EQUEST |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 13000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 17106 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 22324 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 7826 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 20774 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 17106 |
| IRS990EZ/TotalRevenueAmt | 0 | 17367 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N A |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt | 0 | 0 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 2737 |
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| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt | 0 | 2024-11-09 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN | 0 | 751823701 |
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| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm | 0 | EQUEST |
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| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm | 0 | DALLAS |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd | 0 | 75217 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Grants And Similar Amounts Paid:, Amount:| DONATION MADE TO EQUEST AN EQUESTRIAN BASED ADULT AND CHILD THERAPUETIC ORGANIZATION. GRANTEE ADDRESS: 811 PEMBERTON HILL ROAD BLDG #4 DALLAS TEXAS 75217, $13000| |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | | Other Expenses:, Amount:| DESCRIPTION OF OTHER EXPENSES: BANK & CREDIT CARD FEES: $437 COMPUTER EXPENSES: $1,548 WEBSITE MAINTENANCE: $1,800.00 POSTAL FEES: $232 OFFICE EXPENSES: $89 ADDITIONAL EVENT EXPENSES FOR GOLF EVENT $3,668 TOTAL TO FORM 990 EZ LINE 16: $7774, $7774| |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | | Explanation:, BOYAmount:, EOYAmount:| PRIOR YEAR PREPAID EXPENSES, $71, $0| |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I, line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part I, line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Part II, line 24 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DUSTIN GIBSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FINANCE FORUM |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 571135221 |
| ReturnHeader/Filer/ForeignPhoneNum | 0 | 2142448334 |
| ReturnHeader/Filer/InCareOfNm | 0 | % DUSTIN GIBSON |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 2433 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ADDISON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 75001 |
| ReturnHeader/ReturnTs | 0 | 2024-11-15T06:09:38-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
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