2020-01-27T07:48:55-06:00 2019-06-30 362985770 SELDEN FOX LTD 619 ENTERPRISE DRIVE OAK BROOK IL 605238835 990 2018-07-01 510174950 THE INTERNATIONAL FORUM INTE 3126446610 330 N WABASH NO 2000 CHICAGO IL 606114267 JOANN DENARDIS EXECUTIVE DIRECTOR 3126446610 2019-12-18 1 ROBERT G WUJEK P01367472 6309541400 50.201.115.82 2019-12-18 12:55:37 CS P 1358F65B09004798D6D727A5B51CF53830FBE9C3 DBEF52BAC0A273C55EE2058042DE982C042737B0 2018 2020-09-23 17:36:50Z FORUM 400 BEN RAINEY 330 N WABASH NO 2000 CHICAGO IL 606114267 2849143 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 951356 878081 114293 167407 0 0 1065649 1045488 0 0 0 0 0 0 0 0 0 1087913 1110186 1087913 1110186 -22264 -64698 2150440 2060014 176976 206052 1973464 1853962 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). FORUM MAX - PROVIDES SHORT STREAMLINED PRESENTATIONS FOCUSED ON NEW IDEAS, AS WELL AS BREAKOUT GROUPS AND MEMBER NETWORKING OPPORTUNITIES TO COMPLEMENT THE 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 8 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 BEN RAINEY PRESIDENT 1.00 X X 0 0 0 CATHY NEIFELD VICE PRESIDENT 1.00 X X 0 0 0 ALBERT E GIBBONS CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 BRIAN SAK PROGRAM PLANNING CHAIR 1.00 X 0 0 0 DEVANG M PATEL MEMBERSHIP CHAIR 1.00 X 0 0 0 EAMON WALSH MEMBERSHIP CHAIR 1.00 X 0 0 0 VINCE D'ADDONA YEAR ROUND ENGAGEMENT CHAIR 1.00 X 0 0 0 MIKE OWENS FORUM MAX CO-CHAIR 1.00 X 0 0 0 HAM POYNER FORUM MAX CO-CHAIR 1.00 X 0 0 0 MARC SCHWARTZ DIRECTOR AT LARGE 1.00 X 0 0 0 JOANN DENARDIS EXECUTIVE DIRECTOR 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 551621 1 ANNUAL MEETING 900099 640240 640240 MEMBERSHIP DUES 900099 213550 213550 FORUM MAX 900099 24291 24291 878081 109336 109336 1861726 1803655 58071 58071 58071 1045488 878081 0 167407 551621 4401 6950 11195 19324 14019 25232 396409 5734 BANK & CREDIT CARD FEES 17380 57921 1110186 63200 3979 2963 32314 49198 2054926 2003874 2150440 2060014 23538 87389 153438 118663 176976 206052 X 1973464 1853962 1973464 1853962 2150440 2060014 -64698 -54804 0 X X 0 0 1 0 0 1 0 0 X 979489 -54804 -54804 1034293 11195 11195 1045488 1098991 0 1098991 11195 11195 1110186 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 IN CHICAGO. SMITHBUCKLIN CORPORATION 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 CORPORATION 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.