2022-03-10T16:53:01-06:00 2021-06-30 362985770 SELDEN FOX LTD 619 ENTERPRISE DRIVE OAK BROOK IL 605238835 990 2020-07-01 510174950 THE INTERNATIONAL FORUM INTE 3126446610 330 N WABASH NO 2000 CHICAGO IL 606114267 JOANN DENARDIS EXECUTIVE DIRECTOR 3126446610 2022-02-22 1 JOANN DENARDIS 999009999 ROBERT G WUJEK P01367472 6309541400 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z FORUM 400 JOANN DENARDIS 330 N WABASH NO 2000 CHICAGO IL 606114267 633735 0 X WWW.FORUM400.ORG X 1973 CA PROVIDE UNCENSORED EXCHANGE OF EMERGING TRENDS, COMPETITIVE INTELLIGENCE, AND INNOVATIVE CLIENT SOLUTIONS RELATED TO LIFE INSURANCE. 10 10 0 10 0 0 0 0 890578 450000 77798 36873 0 0 968376 486873 0 0 0 0 0 0 0 0 0 1228444 660701 1228444 660701 -260068 -173828 1675099 1706378 118806 106699 1556293 1599679 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 - THE FORUM'S ANNUAL MEETING PROVIDES THE 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 AS WELL AS AN ANNUAL FORUM MAX CONFERENCE, PROVIDING SHORT STREAMLINED PRESENTATIONS FOCUSED ON NEW IDEAS, AS WELL AS BREAKOUT GROUPS AND MEMBER 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 9 0 1 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X SMITHBUCKLIN CORPORATION 3126446610 330 NORTH WABASH AVENUE SUITE 2000 CHICAGO IL 60611 X VINCE D'ADDONA PRESIDENT 1.00 X X 0 0 0 JOHN WHEELER VICE PRESIDENT 1.00 X X 0 0 0 BRIAN SAK CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 MICHAEL AMOIA DIRECTOR 1.00 X 0 0 0 CURTIS CLOKE DIRECTOR 1.00 X 0 0 0 DEAN HARDER DIRECTOR 1.00 X 0 0 0 LARRY JACOBSON DIRECTOR 1.00 X 0 0 0 ELEANOR I JOHNSON DIRECTOR 1.00 X 0 0 0 ANGELA KENNEDY-ROBINSON DIRECTOR 1.00 X 0 0 0 SIMON SINGER DIRECTOR 1.00 X 0 0 0 JOANN DENARDIS EXECUTIVE DIRECTOR (SMITHBUCKLIN) 30.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 330 N WABASH AVENUE SUITE 2000 CHICAGO IL 60611 MANAGEMENT 536447 1 ANNUAL MEETING 900099 227700 227700 MEMBERSHIP DUES 900099 199950 199950 OTHER EDUCATION EVENTS 900099 22350 22350 450000 33725 33725 150010 146862 3148 3148 3148 486873 450000 0 36873 536447 4007 7340 9919 18000 8923 8172 19790 7500 3711 BANK & CREDIT CARD FEES 12386 24506 660701 300311 121020 14198 32433 13033 1328157 1572325 1675099 1706378 9156 109650 106699 118806 106699 X 1556293 1599679 1556293 1599679 1675099 1706378 -173828 217214 0 X X 0 1 X 1 0 0 1 0 0 X 694168 217214 217214 476954 9919 9919 486873 650782 0 650782 9919 9919 660701 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 HAS DELEGATED THE MANAGEMENT OF ITS DAILY OPERATIONS TO SMITHBUCKLIN COPORATION (SMITHBUCKLIN) IN CHICAGO. SMITHBUCKLIN IS A MANAGEMENT COMPANY WHICH MANAGES ALL ASPECTS OF 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. SMITHBUCKLIN EMPLOYEES 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 COMPANY FOR INITIAL REVIEW. THE FORM IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR 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.