Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
18th percentile
Higher net margin than 18% of similar nonprofits.
Top Officer Pay
73rd percentile
Higher top officer pay than 73% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
1st percentile
Faster asset growth than 1% of similar nonprofits.
Revenue Growth
19th percentile
Faster revenue growth than 19% of similar nonprofits.
Balance Sheet
Assets
Down$0
Down $3,407 (-100%) from 2022
Net Assets
Down$0
Down $3,407 (-100%) from 2022
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$17,367
Down $3,490 (-17%) from 2022
Expenses
Up$20,774
Up $292 (+1.4%) from 2022
Net Income
Down-$3,407
Down $3,782 (-1009%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2023 to Dec 31, 2023
- Signed
- Nov 15, 2024
- Return Version
- 2023v5.1
- Gross Receipts
- $39,691
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.
The organizations goal is to be the networking community that fosters and advances the value of the finance profession
Program Services
| Description | Grants | Expenses |
|---|---|---|
| RAISED FUNDS AT A LOCAL CHARITY GOLF SCRAMBLE IN ORDER TO DONATE TO EQUINE THERAPY ORGANIZATION KNOWN AS EQUEST | $13,000 | $17,106 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TERESA THOMPSON | President | - | $0 | - | - |
| DUSTIN GIBSON | Treasurer | - | $0 | - | - |
| CHIP SCOGGINS | Golf Committee Chair | - | $0 | - | - |
| SABRINA TURNER | Board Member | - | $0 | - | - |
| BRIAN BALLOWE | Board Member | - | $0 | - | - |
| ALEC JORDAN | Board Member | - | $0 | - | - |
| MICHAEL CASTALDO | Board Member | - | $0 | - | - |
| TRAVIS BELL | Board Member | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Event 1 | $30,150 | $30,150 | $0 | $30,150 |
| Event 2 | $0 | $0 | $0 | $0 |
| Total Events | $30,150 | $30,150 | $17,414 | $12,736 |
Filing and Contact Details
Filer
- Filer Name
- Finance Forum
- EIN
- 57-1135221
- In Care Of
- % DUSTIN GIBSON
- Address
- PO BOX 2433, ADDISON, TX 75001
Signing Officer
- Name
- Dustin Gibson
- Title
- Treasurer
- Signed
- 2024-11-15
Supplemental Narrative
Additional Explanations
Part I, line 10
“| Grants And Similar Amounts Paid:, Amount:| DONATION MADE TO EQUEST AN EQUESTRIAN BASED ADULT AND CHILD THERAPUETIC ORGANIZATION. GRANTEE ADDRESS: 811 PEMBERTON HILL ROAD BLDG #4 DALLAS TEXAS 75217, $13000|”
Part I, line 16
“| Other Expenses:, Amount:| DESCRIPTION OF OTHER EXPENSES: BANK & CREDIT CARD FEES: $437 COMPUTER EXPENSES: $1,548 WEBSITE MAINTENANCE: $1,800.00 POSTAL FEES: $232 OFFICE EXPENSES: $89 ADDITIONAL EVENT EXPENSES FOR GOLF EVENT $3,668 TOTAL TO FORM 990 EZ LINE 16: $7774, $7774|”
Part II, line 24
“| Explanation:, BOYAmount:, EOYAmount:| PRIOR YEAR PREPAID EXPENSES, $71, $0|”
Raw XML Appendix183 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.
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | TERESA THOMPSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DUSTIN GIBSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | CHIP SCOGGINS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | SABRINA TURNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | BRIAN BALLOWE |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | TRAVIS BELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | GOLF COMMITTEE CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | BOARD MEMBER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | true |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 71 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 7774 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE ORGANIZATIONS GOAL IS TO BE THE NETWORKING COMMUNITY THAT FOSTERS AND ADVANCES THE VALUE OF THE FINANCE PROFESSION |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | RAISED FUNDS AT A LOCAL CHARITY GOLF SCRAMBLE IN ORDER TO DONATE TO EQUINE THERAPY ORGANIZATION KNOWN AS EQUEST |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 13000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 17106 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 22324 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 7826 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 20774 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 17106 |
| IRS990EZ/TotalRevenueAmt | 0 | 17367 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N A |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt | 0 | 0 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 2737 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 2737 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 30150 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 30150 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 30150 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 30150 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 12736 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt | 0 | 14677 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 14677 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc | 0 | 13000 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt | 0 | 2024-11-09 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN | 0 | 751823701 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt | 0 | 13000 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt | 0 | 501C3 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt | 0 | CASH |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm | 0 | EQUEST |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt | 0 | 811 PEMBERTON HILL ROAD |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine2Txt | 0 | BLDG 4 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm | 0 | DALLAS |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd | 0 | 75217 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Grants And Similar Amounts Paid:, Amount:| DONATION MADE TO EQUEST AN EQUESTRIAN BASED ADULT AND CHILD THERAPUETIC ORGANIZATION. GRANTEE ADDRESS: 811 PEMBERTON HILL ROAD BLDG #4 DALLAS TEXAS 75217, $13000| |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | | Other Expenses:, Amount:| DESCRIPTION OF OTHER EXPENSES: BANK & CREDIT CARD FEES: $437 COMPUTER EXPENSES: $1,548 WEBSITE MAINTENANCE: $1,800.00 POSTAL FEES: $232 OFFICE EXPENSES: $89 ADDITIONAL EVENT EXPENSES FOR GOLF EVENT $3,668 TOTAL TO FORM 990 EZ LINE 16: $7774, $7774| |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | | Explanation:, BOYAmount:, EOYAmount:| PRIOR YEAR PREPAID EXPENSES, $71, $0| |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I, line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part I, line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Part II, line 24 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DUSTIN GIBSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FINANCE FORUM |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 571135221 |
| ReturnHeader/Filer/ForeignPhoneNum | 0 | 2142448334 |
| ReturnHeader/Filer/InCareOfNm | 0 | % DUSTIN GIBSON |
| 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/ReturnTs | 0 | 2024-11-15T06:09:38-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $0
- Liabilities
- -
- Net assets
- $0
- Revenue
- $17,367
- Expenses
- $20,774
- Net income
- -$3,407