2017-05-15T14:38:48-05:00 2016-06-30 BKD LLP 1901 S Meyers Road Suite 500 Oakbrook Terrace IL 601815209 990 2015-07-01 510174950 The International Forum D/B/A Forum 400 % SMITHBUCKLIN INTE 3126446610 330 N Wabash Chicago IL 606114267 BARBARA O'CONNOR Executive Director 3126446610 2017-05-15 true David R Siehoff P00175845 6302829500 2017-05-15 2015 2021-01-29 14:40:06Z BARBARA O'CONNOR 330 N WABASH CHICAGO IL 606114267 1733417 false X WWW.FORUM400.ORG X 1973 CA TO BE THE PREMIER MEMBER ORGANIZATION MOST KNOWN FOR ITS UNCENSORED EXCHANGE OF EMERGING TRENDS, COMPETITIVE INTELLEGENCE AND INNOVATIVE CLIENT SOLUTIONS RELATED TO LIFE INSURANCE 14 14 0 14 6300 0 0 1283001 1156434 75613 1292 0 0 1358614 1157726 0 0 0 0 0 0 0 0 0 1255915 1235923 1255915 1235923 102699 -78197 2389075 2429230 249133 349752 2139942 2079478 TO BE THE PREMIER MEMBER ORGANIZATION MOST KNOWN FOR ITS UNCENSORED EXCHANGE OF EMERGING TRENDS, COMPETITIVE INTELLGENCE AND INNOVATIVE CLIENT SOLUTIONS RELATED TO LIFE INSURANCE. false false ANNUAL MEETING - TO PROVIDE 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 (ALL OTHER AREAS). false false false false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false false false false true 7 0 0 true true false false false false false X 14 14 false true false false true true false true true false false true true true true true true false false false CA X SMITHBUCKLIN 3126446610 330 N WABASH CHICAGO IL 606114267 X ROGER BROOKS INDUSTRY PARTNER CO-CHAIR 1.0 X 0 0 0 CATHY NEIFELD MEMBERSHIP CO-CHAIR 1.0 X 0 0 0 DEVANG M PATEL SR STUDY GROUP CO-CHAIR 1.0 X 0 0 0 ALAN PRATT PARTICIPATION CHAIR 1.0 X 0 0 0 BEN RAINEY PROGRAM PLANNING CHAIR 1.0 X 0 0 0 JAMES J SILBERNAGEL COMMUNICATIONS CHAIR 1.0 X 0 0 0 JUSTIN SMITH INDUSTRY PARTNER CO-CHAIR 1.0 X 0 0 0 STEPHEN M THALER DIRECTOR AT LARGE 1.0 X 0 0 0 ROBERT TROTENBERG MEMBERSHIP CO-CHAIR 1.0 X 0 0 0 SCOTT RICHARDSON PRESIDENT 1.0 X 0 0 0 DANA M MIKSTAY VICE PRESIDENT 1.0 X 0 0 0 CHRIS BAKER CHAIRMAN OF THE BOARD 1.0 X 0 0 0 ALBERT E GIBBONS TREASURER 1.0 X 0 0 0 JOHNNY R ADCOCK SECRETARY 1.0 X 0 0 0 BARBARA O'CONNOR EXECUTIVE DIRECTOR 30.0 X 0 0 0 0 0 0 0 false false false SMITHBUCKLIN CORPORATION 330 N WABASH CHICAGO IL 60611 MANAGEMENT SERVICES 528985 1 0 FORUM FACTS 541800 6300 6300 ANNUAL CONFERENCE 900099 872519 872519 FORUM MAX 900099 40040 40040 MEMBERSHIP 900099 237575 237575 1156434 0 11767 11767 0 0 0 0 565216 575691 -10475 -10475 -10475 0 0 0 0 1157726 1150134 6300 1292 0 0 0 0 0 0 0 0 0 0 105000 260 34645 0 0 15522 12102 5162 25 0 0 0 629 0 780213 0 0 0 3354 BOARD OF DIRECTORS 81457 MEMBERSHIP DEVELOPMENT 80600 STRATEGIC PLAN 62507 MISCELLANEOUS 71 54376 1235923 228901 238936 34284 28465 0 0 2000 20000 0 0 0 0 0 0 0 0 24131 32748 0 2099759 2109081 0 0 0 0 0 0 0 0 2389075 2429230 48203 81785 0 0 179200 264150 0 0 0 0 0 0 0 0 0 0 21730 3817 249133 349752 X 2139942 2079478 0 0 0 0 2139942 2079478 2389075 2429230 -78197 17733 X X false true X true false 0 DUE TO SMITHBUCKLIN CORPORATIO 3817 3817 X 1175459 17733 17733 1157726 1157726 1235923 1235923 1235923 SCHEDULE D, PART X, LINE 2 THE FORUM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THE FORUM RECOGNIZES THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE FORUM HAS NO ON-GOING FEDERAL OR STATE INCOME TAX AUDITS. THE FORUM IS NO LONGER SUBJECT TO FEDERAL OR STATE INCOME TAX AUDITS BEFORE THE TAX YEAR ENDING JUNE 30, 2013. FORM 990, PART VI, SECTION A, LINE 3 SMITHBUCKLIN CORPORATION IS A MANAGEMENT COMPANY WHICH MANAGES ALL ASPECTS OF THE ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATIONS BYLAWS AND POLICIES. OPERATIONS INCLUDE BUT ARE NOT LIMITED TO ADMINISTRATION, MEMBERSHIP, FINANCE AND ACCOUNTING, CONVENTION/MEETING PLANNING/TRADESHOWS, EDUCATION, MARKETING, INFORMATION TECHNOLOGY AND GOVERNMENT RELATIONS. SMITHBUCKLIN EMPLOYEES PROVIDE THESE SERVICES AND TOTAL FEES PAID WERE $528,985. FORM 990, PART VI, SECTION A, LINE 6 THE FORUM HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 WAS PROVIDED TO THE BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THERE IS A FINANCE AND AN AUDIT COMMITTEE TO REVIEW THE AUDITED FINANCIAL STATEMENTS. THERE IS NO CHANGE FROM THE PRIOR YEAR IN THE PROCESS.