Civic Intelligence

Finance Forum

990EZ • Fiscal year 2017 • EIN 57-1135221

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 10, 2018

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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

40th percentile

-0.7%

Higher net margin than 40% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

34th percentile

-5.2%

Faster asset growth than 34% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

-6.8%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$3,578

Down $198 (-5.2%) from 2016

Net Assets

Down

$3,578

Down $198 (-5.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin40th percentile

Revenue

Down

$30,358

Down $2,211 (-6.8%) from 2016

Expenses

Down

$30,556

Down $1,872 (-5.8%) from 2016

Net Income

Down

-$198

Down $339 (-240%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2017

Assets$3,578
Liabilities$0
Net Assets$3,578
Open 2017 Filing

Operations Trend

Revenue Growth33rd 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

2017

Revenue$30,358
Expenses$30,556
Net Income-$198
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 10, 2018
Return Version
2017v2.3
Gross Receipts
$50,488
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.$10,000$30,439
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DUSTIN GIBSONPresidentPT$0--
CHIP SCOGGINSPresident EmeritusPT$0--
TERESA THOMPSONSecretaryPT$0--
STEVE CRANETreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$30,223$20,223$2,119$18,104
Total Events$30,223$20,223$20,130$93
Filing and Contact Details

Filer

Filer Name
The Finance Forum
EIN
57-1135221
Phone
2145894496
Address
PO BOX 2433, ADDISON, TX 75001

Signing Officer

Name
Steve Crane
Title
Treasurer
Phone
2145894496
Signed
2018-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Whitley Penn Llp
Address
8343 DOUGLAS AVENUE STE 400, DALLAS, TX 75225
Preparer
Curtis Maxfield
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. Date of gift: 06/28/17. Amount given: 10,000.”

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

“Description: meetings expense. Amount: 10,357. Description: marketing and communications. Amount: 4,889. Description: meals and entertainment. Amount: 1,423. Description: bank and credit card fees. Amount: 3,290. Description: office expense. Amount: 525. Description: advertising. Amount: 72. Total to form 990-ez, line 16: 20,556.”

Raw XML Appendix137 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/AddressLine1Txt05151 BELTLINE ROAD SUITE 500
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075254
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03776
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03578
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03285
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-198
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03776
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03578
IRS990EZ/FundraisingGrossIncomeAmt030223
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010000
IRS990EZ/GrossReceiptsAmt050488
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt06085
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03776
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03578
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03776
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03578
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/PersonNm0DUSTIN GIBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHIP SCOGGINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERESA THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE CRANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EMERITUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt020556
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S GOAL IS TO BE THE NETWORKING COMMUNITY THAT FOSTERS AND ADVANCES THE VALUES OF THE FINANCING PROFESSION.
IRS990EZ/ProgramServiceRevenueAmt010895
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION'S GOAL IS TO BE THE NETWORKING COMMUNITY THAT FOSTERS AND ADVANCES THE VALUES OF THE FINANCING PROFESSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030439
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt020130
IRS990EZ/SpecialEventsNetIncomeLossAmt010093
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt030556
IRS990EZ/TotalProgramServiceExpensesAmt030439
IRS990EZ/TotalRevenueAmt030358
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THEFINANCEFORUM.COM
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt010000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt010000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020130
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06721
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06721
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030223
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030223
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020223
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020223
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt093
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt03634
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03634
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02119
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02119
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt07656
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07656
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. DATE OF GIFT: 06/28/17. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MEETINGS EXPENSE. AMOUNT: 10,357. DESCRIPTION: MARKETING AND COMMUNICATIONS. AMOUNT: 4,889. DESCRIPTION: MEALS AND ENTERTAINMENT. AMOUNT: 1,423. DESCRIPTION: BANK AND CREDIT CARD FEES. AMOUNT: 3,290. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 525. DESCRIPTION: ADVERTISING. AMOUNT: 72. TOTAL TO FORM 990-EZ, LINE 16: 20,556.
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
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE CRANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02145894496
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FINANCE FORUM
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0571135221
ReturnHeader/Filer/PhoneNum02145894496
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2433
ReturnHeader/Filer/USAddress/CityNm0ADDISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075001
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D3047CFBE824A413F90B9C424F887DB876C6FDAF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03F9AFBA87C468AE351D7EFE48D35C306072A1B10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.0.230.112
ReturnHeader/FilingSecurityInformation/IPDt02018-10-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:35:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752393478
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITLEY PENN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08343 DOUGLAS AVENUE STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075225
ReturnHeader/PreparerPersonGrp/PhoneNum02143939300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CURTIS MAXFIELD
ReturnHeader/ReturnTs02018-11-15T17:33:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,578
Liabilities
$0
Net assets
$3,578
Revenue
$30,358
Expenses
$30,556
Net income
-$198
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