Civic Intelligence

Forum Charitable Fund

990EZ • Fiscal year 2019 • EIN 83-1236046

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 26, 2020

23600 Via EsplendorCupertino, CA 95014-6571

(650) 961-4875

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

93rd percentile

58%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

93rd percentile

135%

Faster asset growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Assets

Up

$31,790

Up $18,290 (+135%) from 2018

Net Assets

$30,667

No earlier filing loaded for comparison.

Liabilities

Down

$1,123

Down $23,994 (-96%) from 2018

Revenue

Up

$72,478

Up $72,478 from 2018

Expenses

Up

$30,194

Up $18,577 (+160%) from 2018

Net Income

Up

$42,284

Up $53,901 (+464%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2018: $13,500Liabilities 2018: $25,1172018Assets 2019: $31,790Liabilities 2019: $1,123Net Assets 2019: $30,6672019Assets 2020: $75,349Liabilities 2020: $0Net Assets 2020: $75,3492020Assets 2021: $95,731Net Assets 2021: $95,7312021Assets 2022: $161,852Liabilities 2022: $0Net Assets 2022: $161,8522022Assets 2023: $155,667Liabilities 2023: $0Net Assets 2023: $155,6672023Assets 2024: $162,374Liabilities 2024: $0Net Assets 2024: $162,3742024

Highlighted filing

2019

Assets$31,790
Liabilities$1,123
Net Assets$30,667

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2018: $0Expenses 2018: $11,617Net Income 2018: -$11,6172018Revenue 2019: $72,478Expenses 2019: $30,194Net Income 2019: $42,2842019Revenue 2020: $66,471Expenses 2020: $21,789Net Income 2020: $44,6822020Revenue 2021: $140,054Expenses 2021: $119,672Net Income 2021: $20,3822021Revenue 2022: $94,596Expenses 2022: $28,454Net Income 2022: $66,1422022Revenue 2023: $98,686Expenses 2023: $104,871Net Income 2023: -$6,1852023Revenue 2024: $154,889Expenses 2024: $147,792Net Income 2024: $7,0972024

Highlighted filing

2019

Revenue$72,478
Expenses$30,194
Net Income$42,284
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 26, 2020
Return Version
2019v5.1
Gross Receipts
$72,478
Mission and Program Overview

Mission

The organization's primary purposes are 1) to promote healthy aging, including cognitive wellness, pain management, safety, education, and enrichment and 2) to support innovations in aging and 3) to engage in any other charitable activity pertaining to seniors.

The purposes of this corporation are (1) to promote healthy aging, including cognitive wellness, pain management, safety, and enrichment; (2) to support innovations in aging; and (3) to engage in any other charitable activity.

Program Services

DescriptionGrantsExpenses
FORUM HEALTH FUND IS MAKING GRANTS CONSISTENT WITH ITS MISSION OF "ENHANCING LIFE FOR SENIORS". IN OCTOBER 2019 THE FUND MADE A GRANT OF $25,019 TO RETIREMENT SERVICES, INC. (RSI), A HEALTHCARE CENTER IN CUPERTINO.RSI HAS A MEMORY CARE PROGRAM, WHICH IS ONE OF THE STRATEGIC PRIORITIES FOR THE NEXT 3 YEARS. RSI PLANS TO DEVELOP, IMPLEMENT AND MAINTAIN AN INDUSTRY RECOGNIZED MEMORY CARE PROGRAM FOCUSED ON A RESIDENT CENTERED APPROACH, WHILE CULTIVATING MEANINGFUL RELATIONSHIPS AND MAINTAINING RESIDENT DIGNITY. THE GRANT OF $25,019 TO RSI WILL PAY TO TRAIN STAFF AND TO PURCHASE EQUIPMENT FOR EMERGING MEMORY CARE METHODS AND TECHNOLOGY: HEARTFELT CONNECTIONS, LIFE BIO, AND FOCUS TABLETS USED FOR THE IT'S NEVER TOO LATE (IN2L) PROGRAM. THESE SUPPLEMENTAL PROGRAMS WILL HELP ENHANCE THE QUALITY OF LIFE FOR PATIENTS IN MEMORY CARE. AS PART OF RSI'S COMMITMENT TO BE EXPERTS IN MEMORY CARE PROGRAMMING, IT PLANS TO DEVELOP AN EDUCATIONAL PLATFORM THAT WILL BE SHARED WITH OTHER SENIOR LIVING COMMUNITIES THROUGH TRAINING AND CONSULTATION. IT WILL MAKE PRESENTATIONS AT STATE AND NATIONAL SENIOR LIVING CONFERENCES AS PART OF OUR COMMUNITY OUTREACH WITHIN THE INDUSTRY.$25,019$25,905
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER D'ARDENNEPresident-$0--
STEPHEN CONLEYSecretary/Development DirectorPT$0--
PATTI WHITESecretary (Starting 07/16/19)-$0--
MARGRIT RINDERKNECHTTreasurer (Starting 03/22/19)-$0--
ELAYNE MCCREADirector-$0--
RALPH CHEEKDirector (Starting 07/16/19)-$0--
DAVID STEARNSDirector (Starting (11/22/19)-$0--
ROBERT ADAMSDirector (Thru 01/15/19)-$0--
RICHARD MANSFIELDTreasurer (Thru 06/30/19)-$0--
Filing and Contact Details

Filer

Filer Name
Forum Health Fund
EIN
83-1236046
Phone
6509614875
Address
23600 VIA ESPLENDOR, CUPERTINO, CA 95014-6571

Signing Officer

Name
Margrit Rinderknecht
Title
Treasurer
Phone
6509614875
Signed
2020-03-26
Discuss with paid preparer
Yes

Preparer

Firm
Armanino Llp
Address
50 W SAN FERNANDO ST STE 500, SAN JOSE, CA 95113
Preparer
Wanwan Zhang
Phone
4082006400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 7.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: retirement services, inc. . Grantee address: 23600 via esplendor cupertino, ca 95014-6571. Property description: cash. Date of gift: 11/14/19. Amount given: 25,019.

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

Description: fundraising. Amount: 1,123. Description: supplies. Amount: 80. Description: website services. Amount: 669. Description: credit card services. Amount: 7. Description: bank charges. Amount: 10. Total to form 990-ez, line 16: 1,889.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 25,117. End of year amount: 1,123.

Raw XML Appendix187 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06509614875
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CUPERTINO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0950146571
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013500
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WALTER D'ARDENNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHEN CONLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATTI WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARGRIT RINDERKNECHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELAYNE MCCREA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RALPH CHEEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVID STEARNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROBERT ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RICHARD MANSFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/DEVELOPMENT DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY (STARTING 07/16/19)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER (STARTING 03/22/19)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR (STARTING 07/16/19)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR (STARTING (11/22/19)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR (THRU 01/15/19)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER (THRU 06/30/19)
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt01889
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSES OF THIS CORPORATION ARE (1) TO PROMOTE HEALTHY AGING, INCLUDING COGNITIVE WELLNESS, PAIN MANAGEMENT, SAFETY, AND ENRICHMENT; (2) TO SUPPORT INNOVATIONS IN AGING; AND (3) TO ENGAGE IN ANY OTHER CHARITABLE ACTIVITY.
IRS990EZ/PrintingPublicationsPostageAmt0138
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FORUM HEALTH FUND IS MAKING GRANTS CONSISTENT WITH ITS MISSION OF "ENHANCING LIFE FOR SENIORS". IN OCTOBER 2019 THE FUND MADE A GRANT OF $25,019 TO RETIREMENT SERVICES, INC. (RSI), A HEALTHCARE CENTER IN CUPERTINO.RSI HAS A MEMORY CARE PROGRAM, WHICH IS ONE OF THE STRATEGIC PRIORITIES FOR THE NEXT 3 YEARS. RSI PLANS TO DEVELOP, IMPLEMENT AND MAINTAIN AN INDUSTRY RECOGNIZED MEMORY CARE PROGRAM FOCUSED ON A RESIDENT CENTERED APPROACH, WHILE CULTIVATING MEANINGFUL RELATIONSHIPS AND MAINTAINING RESIDENT DIGNITY. THE GRANT OF $25,019 TO RSI WILL PAY TO TRAIN STAFF AND TO PURCHASE EQUIPMENT FOR EMERGING MEMORY CARE METHODS AND TECHNOLOGY: HEARTFELT CONNECTIONS, LIFE BIO, AND FOCUS TABLETS USED FOR THE IT'S NEVER TOO LATE (IN2L) PROGRAM. THESE SUPPLEMENTAL PROGRAMS WILL HELP ENHANCE THE QUALITY OF LIFE FOR PATIENTS IN MEMORY CARE. AS PART OF RSI'S COMMITMENT TO BE EXPERTS IN MEMORY CARE PROGRAMMING, IT PLANS TO DEVELOP AN EDUCATIONAL PLATFORM THAT WILL BE SHARED WITH OTHER SENIOR LIVING COMMUNITIES THROUGH TRAINING AND CONSULTATION. IT WILL MAKE PRESENTATIONS AT STATE AND NATIONAL SENIOR LIVING CONFERENCES AS PART OF OUR COMMUNITY OUTREACH WITHIN THE INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025019
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025905
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt025117
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01123
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalProgramServiceExpensesAmt025905
IRS990EZ/TotalRevenueAmt072478
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FORUMHEALTHFUND.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt072471
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt072471
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt072471
IRS990ScheduleA/TotalSupportAmt072478
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: RETIREMENT SERVICES, INC. . GRANTEE ADDRESS: 23600 VIA ESPLENDOR CUPERTINO, CA 95014-6571. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/14/19. AMOUNT GIVEN: 25,019.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: FUNDRAISING. AMOUNT: 1,123. DESCRIPTION: SUPPLIES. AMOUNT: 80. DESCRIPTION: WEBSITE SERVICES. AMOUNT: 669. DESCRIPTION: CREDIT CARD SERVICES. AMOUNT: 7. DESCRIPTION: BANK CHARGES. AMOUNT: 10. TOTAL TO FORM 990-EZ, LINE 16: 1,889.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 25,117. END OF YEAR AMOUNT: 1,123.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGRIT RINDERKNECHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06509614875
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORUM HEALTH FUND
ReturnHeader/Filer/BusinessNameControlTxt0FORU
ReturnHeader/Filer/EIN0831236046
ReturnHeader/Filer/PhoneNum06509614875
ReturnHeader/Filer/USAddress/AddressLine1Txt023600 VIA ESPLENDOR
ReturnHeader/Filer/USAddress/CityNm0CUPERTINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0950146571
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0158FF70DF25114E3FF0EDC805E04C828D646B001
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FDEB1B68557FBB6920E74A8150FA29D1B539C9A3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt034.104.1.97
ReturnHeader/FilingSecurityInformation/IPDt02020-03-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:06:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMANINO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 W SAN FERNANDO ST STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095113
ReturnHeader/PreparerPersonGrp/PhoneNum04082006400
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WANWAN ZHANG
ReturnHeader/ReturnTs02020-03-27T11:09:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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