Civic Intelligence

Finance Forum

990EZ • Fiscal year 2020 • EIN 57-1135221

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 12, 2021

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

45th percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

20th percentile

-23%

Higher net margin than 20% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

5th percentile

-55%

Faster asset growth than 5% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-54%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$2,218

Down $2,680 (-55%) from 2019

Net Assets

Down

$2,218

Down $2,680 (-55%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin20th percentile

Revenue

Down

$11,417

Down $13,623 (-54%) from 2019

Expenses

Down

$14,097

Down $14,310 (-50%) from 2019

Net Income

Up

-$2,680

Up $687 (+20%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2020

Assets$2,218
Liabilities$0
Net Assets$2,218
Open 2020 Filing

Operations Trend

Revenue Growth18th 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

2020

Revenue$11,417
Expenses$14,097
Net Income-$2,680
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 12, 2021
Return Version
2020v4.1
Gross Receipts
$12,705
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.$0$14,097
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DUSTIN GIBSONPresident-$0--
CHIP SCOGGINSMember-$0--
TERESA THOMPSONEvents Chair-$0--
STEVE CRANETreasurer-$0--
JOHN W ALLUMBAUGHGolf Chair-$0--
JEFF MERRITMember-$0--
BURT COPELANDMember-$0--
EVAN DOWNEYPresident-Elect-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$1,050$1,050$1,288$-238
Total Events$1,050$1,050$1,288$-238
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
Dustin Gibson
Title
President
Phone
2145894496
Signed
2021-06-12
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 16 - Other Expenses

“Description: bank and credit card fees. Amount: 1,764. Description: marketing and communications. Amount: 4,318. Description: meetings expense. Amount: 4,004. Description: office expense. Amount: 477. Description: website fees. Amount: 3,534. Total to form 990-ez, line 16: 14,097.”

Raw XML Appendix148 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/PersonNm0DUSTIN GIBSON
IRS990EZ/BooksInCareOfDetail/PhoneNum02142448334
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03000 INTERNET BLVD STE 150
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FRISCO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075034
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04898
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02218
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt04000
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2680
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04898
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02218
IRS990EZ/FundraisingGrossIncomeAmt01050
IRS990EZ/GrossReceiptsAmt012705
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt04100
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04898
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02218
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04898
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02218
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DUSTIN GIBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHIP SCOGGINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERESA THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE CRANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN W ALLUMBAUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEFF MERRIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BURT COPELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7EVAN DOWNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EVENTS CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4GOLF CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT-ELECT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt014097
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S GOAL IS TO BE THE NETWORKING COMMUNITY THAT FOSTERS AND ADVANCES THE VALUES OF THE FINANCING PROFESSION.
IRS990EZ/ProgramServiceRevenueAmt03555
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION'S GOAL IS TO BE THE NETWORKING COMMUNITY THAT FOSTERS AND ADVANCES THE VALUES OF THE FINANCING PROFESSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014097
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt01288
IRS990EZ/SpecialEventsNetIncomeLossAmt0-238
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt014097
IRS990EZ/TotalProgramServiceExpensesAmt014097
IRS990EZ/TotalRevenueAmt011417
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THEFINANCEFORUM.COM
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01288
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt01050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt01050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt01050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt01050
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-238
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01288
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK AND CREDIT CARD FEES. AMOUNT: 1,764. DESCRIPTION: MARKETING AND COMMUNICATIONS. AMOUNT: 4,318. DESCRIPTION: MEETINGS EXPENSE. AMOUNT: 4,004. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 477. DESCRIPTION: WEBSITE FEES. AMOUNT: 3,534. TOTAL TO FORM 990-EZ, LINE 16: 14,097.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DUSTIN GIBSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02145894496
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-12
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/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/ReturnTs02021-06-30T15:57:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DUSTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GIBSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,218
Liabilities
$0
Net assets
$2,218
Revenue
$11,417
Expenses
$14,097
Net income
-$2,680
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