Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
19th percentile
Higher net margin than 19% of similar nonprofits.
Top Officer Pay
71st percentile
Higher top officer pay than 71% 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
19th percentile
Faster revenue growth than 19% of similar nonprofits.
Assets
Down$4,898
Down $3,367 (-41%) from 2018
Net Assets
Down$4,898
Down $3,367 (-41%) from 2018
Liabilities
Flat$0
Flat from 2018
Revenue
Down$25,040
Down $5,322 (-18%) from 2018
Expenses
Up$28,407
Up $2,732 (+11%) from 2018
Net Income
Down-$3,367
Down $8,054 (-172%) from 2018
The organization's goal is to be the networking community that fosters and advances the values of the financing profession.
| Description | Grants | Expenses |
|---|---|---|
| THE ORGANIZATION'S GOAL IS TO BE THE NETWORKING COMMUNITY THAT FOSTERS AND ADVANCES THE VALUES OF THE FINANCING PROFESSION. | $0 | $23,408 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DUSTIN GIBSON | President | - | $0 | - | - |
| CHIP SCOGGINS | Member | - | $0 | - | - |
| TERESA THOMPSON | Events Chair | - | $0 | - | - |
| STEVE CRANE | Treasurer | - | $0 | - | - |
| JOHN W ALLUMBAUGH | Golf Chair | - | $0 | - | - |
| JEFF MERRIT | Member | - | $0 | - | - |
| BURT COPELAND | Member | - | $0 | - | - |
| EVAN DOWNEY | President-Elect | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Golf Tournament | $25,141 | $12,366 | $4,584 | $7,782 |
| Total Events | $25,141 | $12,366 | $21,936 | $-9,570 |
“Description: paypal sales. Amount: 350. Description: interest earned. Amount: 20. Total to form 990-ez, line 8: 370.”
“Activity classification: children and adult therapies. Grantee name: equest. Grantee address: 811 pemberton hill road, building 4 dallas, tx 75217. Grantee relationship: none. Amount given: 5,000.”
“Description: bank and credit card fees. Amount: 3,154. Description: marketing and communications. Amount: 3,600. Description: meetings expense. Amount: 13,086. Description: office expense. Amount: 552. Description: website fees. Amount: 2,112. Description: board meetings. Amount: 316. Description: promotional. Amount: 587. Total to form 990-ez, line 16: 23,407.”
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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | DUSTIN GIBSON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2142448334 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3000 INTERNET BLVD STE 150 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | FRISCO |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 75034 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 8265 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 4898 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 18775 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -3367 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 8265 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 4898 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 12366 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 5000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 46976 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 3350 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 8265 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 4898 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 8265 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 4898 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DUSTIN GIBSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | CHIP SCOGGINS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | TERESA THOMPSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | STEVE CRANE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JOHN W ALLUMBAUGH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JEFF MERRIT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | BURT COPELAND |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | EVAN DOWNEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | EVENTS CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | GOLF CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | PRESIDENT-ELECT |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 23407 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 370 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE ORGANIZATION'S GOAL IS TO BE THE NETWORKING COMMUNITY THAT FOSTERS AND ADVANCES THE VALUES OF THE FINANCING PROFESSION. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 12115 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE ORGANIZATION'S GOAL IS TO BE THE NETWORKING COMMUNITY THAT FOSTERS AND ADVANCES THE VALUES OF THE FINANCING PROFESSION. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 23408 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 21936 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | -9570 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 28407 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 23408 |
| IRS990EZ/TotalRevenueAmt | 0 | 25040 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.THEFINANCEFORUM.COM |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 12775 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 12775 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 21936 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | GOLF TOURNAMENT |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 1846 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 1846 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 25141 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 25141 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 12366 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 12366 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | -9570 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt | 0 | 2091 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt | 0 | 2091 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 4584 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 4584 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt | 0 | 13415 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 13415 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: PAYPAL SALES. AMOUNT: 350. DESCRIPTION: INTEREST EARNED. AMOUNT: 20. TOTAL TO FORM 990-EZ, LINE 8: 370. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: CHILDREN AND ADULT THERAPIES. GRANTEE NAME: EQUEST. GRANTEE ADDRESS: 811 PEMBERTON HILL ROAD, BUILDING 4 DALLAS, TX 75217. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 5,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: BANK AND CREDIT CARD FEES. AMOUNT: 3,154. DESCRIPTION: MARKETING AND COMMUNICATIONS. AMOUNT: 3,600. DESCRIPTION: MEETINGS EXPENSE. AMOUNT: 13,086. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 552. DESCRIPTION: WEBSITE FEES. AMOUNT: 2,112. DESCRIPTION: BOARD MEETINGS. AMOUNT: 316. DESCRIPTION: PROMOTIONAL. AMOUNT: 587. TOTAL TO FORM 990-EZ, LINE 16: 23,407. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DUSTIN GIBSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2145894496 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-11-04 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THE FINANCE FORUM |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 571135221 |
| ReturnHeader/Filer/PhoneNum | 0 | 2145894496 |
| 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/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | A46177609735670F35317F7A008FB0886B1856D3 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 66.51.12.244 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-11-04 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 14:07:25 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 752393478 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WHITLEY PENN LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 8343 DOUGLAS AVENUE STE 400 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | DALLAS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 75225 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2143939300 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CURTIS MAXFIELD |
| ReturnHeader/ReturnTs | 0 | 2020-11-04T16:11:32-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-12-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.