Civic Intelligence

Finance Forum

990EZ • Fiscal year 2022 • EIN 57-1135221

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

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.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

45th percentile

0.00x

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

49th percentile

1.8%

Higher net margin than 49% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-32%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$3,407

Up $375 (+12%) from 2021

Net Assets

Up

$3,407

Up $375 (+12%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$20,857

Down $9,842 (-32%) from 2021

Expenses

Down

$20,482

Down $9,403 (-31%) from 2021

Net Income

Down

$375

Down $439 (-54%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$3,407
Liabilities$0
Net Assets$3,407

Operations Trend

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

2022

Revenue$20,857
Expenses$20,482
Net Income$375
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$47,631
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.$15,000$20,482
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERESA THOMPSONPresident-$0--
DUSTIN GIBSONTreasurer-$0--
CHIP SCOGGINSGolf Chair-$0--
SABRINA TURNERBoard Member-$0--
BRIAN BALLOWEBoard Member-$0--
ALEC JORDANBoard Member-$0--
MICHAEL CASTALDOBoard Member-$0--
TRAVIS BELLBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$39,843$39,843$7,835$32,008
Total Events$39,843$39,843$26,774$13,069
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
Teresa Thompson
Title
President
Phone
2145894496
Signed
2023-11-13
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: children and adult therapies. Grantee name: equest. Grantee address: 811 pemberton hill road, building 4 dallas, tx 75217. Grantee relationship: none. Amount given: 15,000.

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

Description: bank and credit card fees. Amount: 1,506. Description: office expense. Amount: 520. Description: website fees. Amount: 3,296. Description: computer expense. Amount: 160. Total to form 990-ez, line 16: 5,482.

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

Description: prepaid expenses. Beg. Of year amount: 72. End of year amount: 71.

Raw XML Appendix165 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/BOYAmt02960
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03336
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt06500
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0375
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/FundraisingGrossIncomeAmt039843
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015000
IRS990EZ/GrossReceiptsAmt047631
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03032
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03407
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03032
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03407
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/PersonNm0TERESA THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DUSTIN GIBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHIP SCOGGINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SABRINA TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRIAN BALLOWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALEC JORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHAEL CASTALDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TRAVIS BELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2GOLF CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt072
IRS990EZ/OtherAssetsTotalDetail/EOYAmt071
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt05482
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S GOAL IS TO BE THE NETWORKING COMMUNITY THAT FOSTERS AND ADVANCES THE VALUES OF THE FINANCING PROFESSION.
IRS990EZ/ProgramServiceRevenueAmt01288
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION'S GOAL IS TO BE THE NETWORKING COMMUNITY THAT FOSTERS AND ADVANCES THE VALUES OF THE FINANCING PROFESSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020482
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt026774
IRS990EZ/SpecialEventsNetIncomeLossAmt013069
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt020482
IRS990EZ/TotalProgramServiceExpensesAmt020482
IRS990EZ/TotalRevenueAmt020857
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THEFINANCEFORUM.COM
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026774
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0145
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039843
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039843
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039843
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039843
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013069
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07835
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07835
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt018794
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt018794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: CHILDREN AND ADULT THERAPIES. GRANTEE NAME: EQUEST. GRANTEE ADDRESS: 811 PEMBERTON HILL ROAD, BUILDING 4 DALLAS, TX 75217. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 15,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK AND CREDIT CARD FEES. AMOUNT: 1,506. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 520. DESCRIPTION: WEBSITE FEES. AMOUNT: 3,296. DESCRIPTION: COMPUTER EXPENSE. AMOUNT: 160. TOTAL TO FORM 990-EZ, LINE 16: 5,482.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 72. END OF YEAR AMOUNT: 71.
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 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TERESA THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02145894496
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
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/IRSResponsiblePrtyInfoCurrInd01
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/ReturnTs02023-11-15T13:24:38-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERESA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0THOMPSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)6 • <$500k nonprofits