Civic Intelligence

Finance Forum

990EZ • Fiscal year 2013 • EIN 57-1135221

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 12, 2014

Organization ProfileWWW.THEFINANCEFORUM.COM
PO Box 2433Addison, TX 75001

(214) 589-4496

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

48th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

27th percentile

-6.4%

Higher net margin than 27% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

17th percentile

-19%

Faster asset growth than 17% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

34th percentile

-5.0%

Faster revenue growth than 34% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$12,542

Down $2,910 (-19%) from 2012

Net Assets

Down

$12,542

Down $2,910 (-19%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin27th percentile

Revenue

Down

$36,677

Down $1,943 (-5.0%) from 2012

Expenses

Up

$39,013

Up $8,045 (+26%) from 2012

Net Income

Down

-$2,336

Down $9,988 (-131%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20K$15K$10K$5.0K$0Assets 2010: $5,659Liabilities 2010: $0Net Assets 2010: $5,6592010Assets 2011: $7,800Liabilities 2011: $0Net Assets 2011: $7,8002011Assets 2012: $15,452Liabilities 2012: $0Net Assets 2012: $15,4522012Assets 2013: $12,542Liabilities 2013: $0Net Assets 2013: $12,5422013Assets 2014: $4,513Liabilities 2014: $0Net Assets 2014: $4,5132014Assets 2015: $3,635Liabilities 2015: $0Net Assets 2015: $3,6352015Assets 2016: $3,776Liabilities 2016: $0Net Assets 2016: $3,7762016Assets 2017: $3,578Liabilities 2017: $0Net Assets 2017: $3,5782017Assets 2018: $8,265Liabilities 2018: $0Net Assets 2018: $8,2652018Assets 2019: $4,898Liabilities 2019: $0Net Assets 2019: $4,8982019Assets 2020: $2,218Liabilities 2020: $0Net Assets 2020: $2,2182020Assets 2021: $3,032Liabilities 2021: $0Net Assets 2021: $3,0322021Assets 2022: $3,407Liabilities 2022: $0Net Assets 2022: $3,4072022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2013

Assets$12,542
Liabilities$0
Net Assets$12,542
Open 2013 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2010: $31,106Expenses 2010: $35,031Net Income 2010: -$3,9252010Revenue 2011: $44,551Expenses 2011: $42,410Net Income 2011: $2,1412011Revenue 2012: $38,620Expenses 2012: $30,968Net Income 2012: $7,6522012Revenue 2013: $36,677Expenses 2013: $39,013Net Income 2013: -$2,3362013Revenue 2014: $35,876Expenses 2014: $43,905Net Income 2014: -$8,0292014Revenue 2015: $42,324Expenses 2015: $43,202Net Income 2015: -$8782015Revenue 2016: $32,569Expenses 2016: $32,428Net Income 2016: $1412016Revenue 2017: $30,358Expenses 2017: $30,556Net Income 2017: -$1982017Revenue 2018: $30,362Expenses 2018: $25,675Net Income 2018: $4,6872018Revenue 2019: $25,040Expenses 2019: $28,407Net Income 2019: -$3,3672019Revenue 2020: $11,417Expenses 2020: $14,097Net Income 2020: -$2,6802020Revenue 2021: $30,699Expenses 2021: $29,885Net Income 2021: $8142021Revenue 2022: $20,857Expenses 2022: $20,482Net Income 2022: $3752022Revenue 2023: $17,367Expenses 2023: $20,774Net Income 2023: -$3,4072023

Highlighted filing

2013

Revenue$36,677
Expenses$39,013
Net Income-$2,336
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 12, 2014
Return Version
2013v3.0
Gross Receipts
$50,261
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.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION'S GOAL IS TO BE THE NETWORKING COMMUNITY THAT FOSTERS AND ADVANCES THE VALUES OF THE FINANCING PROFESSION.$23,750$15,263
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM BRINKLEYPresidentPT$0--
GENEVIEVE MERRITT-PARIKHSecretaryPT$0--
CHRIS JAMESTreasurerPT$0--
JEFF MERRITTVice-PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$34,999$11,249$3,113$8,136
Total Events$34,999$11,249$13,584$-2,335
Filing and Contact Details

Filer

EIN
57-1135221
Phone
2145894496

Signing Officer

Name
Chris James
Title
Treasurer
Phone
2145894496
Signed
2014-08-12
Discuss with paid preparer
Yes

Preparer

Phone
2143939300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarships. Grantee name: fort hood 1st cavalry division - scholarship fund. Grantee address: p.o. Box 5299 fort hood, tx 76544. Grantee relationship: none. Amount given: 23,750.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: meetings expense. Amount: 6,574. Description: website expense. Amount: 1,500. Description: meals and entertainment. Amount: 1,390. Description: bank and credit card fees. Amount: 2,764. Description: office expense. Amount: 395. Description: other general and admin . Amount: 210. Total to form 990-ez, line 16: 12,833.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: prior period adjustment - deposits. Amount: -574.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: deposits. Beg. Of year amount: 574. End of year amount: 0.”

Raw XML Appendix142 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0GEN MERRITT
IRS990EZ/BooksInCareOfDetail/PhoneNum09724483524
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine105151 BELTLINE ROAD SUITE 500
IRS990EZ/BooksInCareOfDetail/USAddress/City0DALLAS
IRS990EZ/BooksInCareOfDetail/USAddress/State0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode075254
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014878
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012542
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt025000
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2336
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02430
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015452
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012542
IRS990EZ/FundraisingGrossIncomeAmt011249
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023750
IRS990EZ/GrossReceiptsAmt050261
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt02242
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015452
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012542
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015452
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012542
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TOM BRINKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GENEVIEVE MERRITT-PARIKH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRIS JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFF MERRITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE-PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0574
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-574
IRS990EZ/OtherExpensesTotalAmt012833
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S GOAL IS TO BE THE NETWORKING COMMUNITY THAT FOSTERS AND ADVANCES THE VALUES OF THE FINANCING PROFESSION.
IRS990EZ/ProgramServiceRevenueAmt011770
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION'S GOAL IS TO BE THE NETWORKING COMMUNITY THAT FOSTERS AND ADVANCES THE VALUES OF THE FINANCING PROFESSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015263
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SpecialEventsDirectExpensesAmt013584
IRS990EZ/SpecialEventsNetIncomeLossAmt0-2335
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt039013
IRS990EZ/TotalProgramServiceExpensesAmt015263
IRS990EZ/TotalRevenueAmt036677
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THEFINANCEFORUM.COM
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt02150
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt02150
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt023750
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt023750
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013584
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034999
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034999
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011249
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt011249
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2335
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03113
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03113
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt08321
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt08321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: FORT HOOD 1ST CAVALRY DIVISION - SCHOLARSHIP FUND. GRANTEE ADDRESS: P.O. BOX 5299 FORT HOOD, TX 76544. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 23,750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MEETINGS EXPENSE. AMOUNT: 6,574. DESCRIPTION: WEBSITE EXPENSE. AMOUNT: 1,500. DESCRIPTION: MEALS AND ENTERTAINMENT. AMOUNT: 1,390. DESCRIPTION: BANK AND CREDIT CARD FEES. AMOUNT: 2,764. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 395. DESCRIPTION: OTHER GENERAL AND ADMIN . AMOUNT: 210. TOTAL TO FORM 990-EZ, LINE 16: 12,833.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PRIOR PERIOD ADJUSTMENT - DEPOSITS. AMOUNT: -574.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 574. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02145894496
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE FINANCE FORUM
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0571135221
ReturnHeader/Filer/PhoneNum02145894496
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 2433
ReturnHeader/Filer/USAddress/City0ADDISON
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode075001
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752393478
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WHITLEY PENN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108343 DOUGLAS AVENUE STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode075225
ReturnHeader/PreparerPersonGrp/PhoneNum02143939300
ReturnHeader/ReturnTs02014-08-13T16:29:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,542
Liabilities
$0
Net assets
$12,542
Revenue
$36,677
Expenses
$39,013
Net income
-$2,336
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$17.4$20.8$3.41
2022Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$20.9$20.5$0.38
2021Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$30.7$29.9$0.81
2020Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$11.4$14.1$2.68
2019Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$25.0$28.4$3.37
2018Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$30.4$25.7$4.69
2017Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$30.4$30.6$0.20
2016Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$32.6$32.4$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$42.3$43.2$0.88
2014Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$35.9$43.9$8.03
2013Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$36.7$39.0$2.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$0.00$15.5$38.6$31.0$7.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.80$0.00$7.80$44.6$42.4$2.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.66$0.00$5.66$31.1$35.0$3.93