2023-02-02T13:30:45-06:00 2022-06-30 362985770 SELDEN FOX LTD 619 ENTERPRISE DRIVE OAK BROOK IL 605238835 990 2021-07-01 510174950 THE INTERNATIONAL FORUM INTE 7036419400 600 13TH STREET NW 550 WASHINGTON DC 20005 JOHN WHEELER PRESIDENT 7036419400 2023-01-25 1 JOHN WHEELER 999009999 ROBERT G WUJEK P01367472 6309541400 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z X FORUM 400 JOHN WHEELER 600 13TH STREET NW 550 WASHINGTON DC 20005 958286 0 X WWW.FORUM400.ORG X 1973 CA PROVIDE UNCENSORED EXCHANGE OF EMERGING TRENDS, COMPETITIVE INTELLIGENCE, AND INNOVATIVE CLIENT SOLUTIONS RELATED TO LIFE INSURANCE. 9 9 0 9 0 0 0 0 450000 771055 36873 82214 0 0 486873 853269 0 0 0 0 0 0 0 0 0 660701 991413 660701 991413 -173828 -138144 1706378 1485508 106699 254553 1599679 1230955 TO BE THE PREMIER MEMBER ORGANIZATION MOST KNOWN FOR ITS UNCENSORED EXCHANGE OF EMERGING TRENDS, COMPETITIVE INTELLIGENCE AND INNOVATIVE CLIENT SOLUTIONS RELATED TO LIFE INSURANCE. 0 0 ANNUAL MEETING - PROVIDES AN ULTIMATE PLATFORM FOR THE SHARING OF CUTTING EDGE, INNOVATIVE IDEAS AMONG MEMBERS. MEETING TOPICS, ALL GEARED TO THE HIGH-LEVEL PRODUCER, FALL WITHIN FOUR SESSION TRACKS: ESTATE AND WEALTH TRANSFER, PRACTICE DEVELOPMENT, WEALTH ACCUMULATION/EXECUTIVE BENEFITS, AND NON-TRADITIONAL (INCLUDING ALL OTHER AREAS). OTHER EDUCATION EVENTS - THE FORUM HOSTS PERIODIC, TIMELY SEMINARS ASWELL AS AN ANNUAL FORUM MAX CONFERENCE, PROVIDING SHORT STREAMLINEDPRESENTATIONS FOCUSED ON NEW IDEAS, AS WELL AS BREAKOUT GROUPS ANDMEMBER NETWORKING OPPORTUNITIES TO COMPLEMENT ITS ANNUAL MEETING. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X FINSECA 7036419400 600 13TH STREET NW SUITE 550 WASHINGTON DC 20005 X JOHN WHEELER PRESIDENT 1.00 X X 0 0 0 LARRY JACOBSON VICE PRESIDENT 1.00 X X 0 0 0 VINCE D'ADDONA CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 JAMIE FARMER DIRECTOR 1.00 X 0 0 0 CURTIS CLOKE DIRECTOR 1.00 X 0 0 0 DEAN HARDER MEMBERSHIP CHAIR 1.00 X 0 0 0 ELEANOR JOHNSON DIRECTOR 1.00 X 0 0 0 ANGELA KENNEDY-ROBINSON DIRECTOR 1.00 X 0 0 0 MARK MILBROD DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 330 NWABASH AVENUE SUITE 2000 CHICAGO IL 60611 MANAGEMENT SERVICES 395436 FINSECA 600 13TH STREET NW STE 550 WASHINGTON DC 20005 MANAGEMENT SERVICES 147564 2 ANNUAL MEETING 900099 597305 597305 MEMBERSHIP DUES 900099 168250 168250 OTHER 900099 5500 5500 771055 45525 45525 141706 105017 36689 36689 36689 853269 771055 0 82214 543000 4729 18337 10234 55000 5205 6520 71378 17603 201495 7753 MEMBER BENEFITS 21500 BANK & CREDIT CARD FEES 17924 10735 991413 121020 66514 13033 5269 1572325 1413725 1706378 1485508 151353 106699 103200 106699 254553 X 1599679 1230955 1599679 1230955 1706378 1485508 -138144 -230580 0 X X 0 1 X 1 0 0 1 0 0 X 612455 -230580 -230580 843035 10234 10234 853269 981179 0 981179 10234 10234 991413 PART X, LINE 2: THE FORUM FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND HAS DETERMINED THEY ARE NOT REQUIRED TO RECORD A LIABILITY FOR ANY SUCH POSITIONS. FORM 990, PART VI, SECTION A, LINE 3 THE FORUM CURRENTLY DELEGATES THE MANAGEMENT OF ITS DAILY OPERATIONS TO FINSECA IN WASHINGTON, DC. HOWEVER, PRIOR TO MARCH 2022, THE FORUM DELEGATED THE MANAGEMENT OF ITS DAILY OPERATIONS TO SMITHBUCKLIN CORPORATION IN CHICAGO, ILLINOIS. THESE ORGANIZATIONS MANAGE ALL ASPECTS THE FORUM IN ACCORDANCE WITH THE FORUM'S BYLAWS AND POLICIES. OPERATIONS MAY INCLUDE, BUT ARE NOT LIMITED TO ADMINISTRATION, MEMBERSHIP, FINANCE AND ACCOUNTING, MEETING AND EVENT PLANNING, EDUCATION, MARKETING, AND INFORMATION TECHNOLOGY. EMPLOYEES OF FINSECA AND SMITHBUCKLIN PROVIDE THESE SERVICES. FORM 990, PART VI, SECTION A, LINE 6 THE FORUM HAS FIVE CLASSES OF MEMBERS INCLUDING REGULAR MEMBERS, LIFETIME MEMBERS, 25TH ANNIVERSARY GRANDFATHERED MEMBERS, EMERITUS MEMBERS, AND BROKERAGE GENERAL AGENT AND WHOLESALER MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A EACH REGULAR MEMBER (OTHER THAN VENTURE MEMBERS), LIFETIME MEMBER, 25TH ANNIVERSARY GRANDFATHERED MEMBER, AND BROKERAGE GENERAL AGENT AND WHOLESALE MEMBER, HAS THE RIGHT TO CAST ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS, INCLUDING THE ELECTION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY INDEPENDENT PUBLIC ACCOUNTANTS AND SUBMITTED TO THE FORUM'S MANAGEMENT FOR AN INITIAL REVIEW. THE FORM IS THEN SUBMITTED TO ITS OFFICERS FOR FURTHER REVIEW AND DISCUSSION PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS THROUGH OBTAINING SIGNED CONFLICT FROM INTEREST STATEMENTS FROM EACH DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE FORUM MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE FORUM'S FINANCE AND AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.