2015-02-20T14:46:39-06:00 2014-06-30 440160260 BKD LLP 1901 S MEYERS RD SUITE 500 OAKBROOK TERRACE IL 601815209 990 2013-07-01 510174950 THE INTERNATIONAL FORUM DBA FORUM 400 INTE 3126446610 330 N WABASH CHICAGO IL 606114267 BARBARA O'CONNOR EXECUTIVE DIRECTOR 3126446610 2015-01-29 1 DAVID R SIEHOFF P00175845 6302829500 2013 2016-02-25 16:41:14Z BARBARA O'CONNOR 330 N WABASH CHICAGO IL 606114267 1569871 0 X WWW.FORUM400.ORG X 1973 CA TO BE THE PREMIER MEMBER ORGANZIATION MOST KNOWN FOR ITS UNCENSORED EXCHANGE OF EMERGING TRENDS, COMPETITIVE INTELLIGENCE AND INNOVATIVE CLIENT SOLUTIONS RELATED TO LIFE INSURANCE. 14 14 0 14 2925 0 0 0 1424681 1222147 45320 104419 0 0 1470001 1326566 0 0 0 0 0 0 0 0 0 1351097 1191065 1351097 1191065 118904 135501 2207228 2330110 327859 240640 1879369 2089470 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. 0 0 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). 0 0 0 0 0 0 0 0 0 1 1 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 1 1 0 0 0 0 0 X 14 14 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X SMITHBUCKLIN 3126446610 330 N WABASH CHICAGO IL 606114267 X CHRIS BAKER ANNUAL MEETING CHAIR 1.00 X 0 0 0 RAO K GARUDA DIRECTOR 1.00 X 0 0 0 PETER F HIBBARD MEMBER PROFILE CHAIR 1.00 X 0 0 0 BARRY LINK COMMUNICATIONS CHAIR 1.00 X 0 0 0 DANA M MIKSTAY MEMBERSHIP CHAIR SECRETARY 1.00 X 0 0 0 ALAN PRATT DIRECTOR 1.00 X 0 0 0 BEN RAINEY STUDY GROUP CHAIR 1.00 X 0 0 0 RANDY RIGGINS DIRECTOR 1.00 X 0 0 0 WARREN STEINBORN INDUSTRY PARTNERS CHAIR 1.00 X 0 0 0 STEPHEN M THALER DIRECTOR 1.00 X 0 0 0 JAY M WEINSTEIN EXCEPTIONAL EXPERIENCE CHAIR 1.00 X 0 0 0 HOWARD SHARFMAN PRESIDENT 1.00 X 0 0 0 CHARLES D HOLLANDER CHAIRMAN OF THE BOARD 1.00 X 0 0 0 SCOTT RICHARDSON TREASURER/CFO 1.00 X 0 0 0 BARBARA O'CONNOR EXECUTIVE DIRECTOR 30.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 330 N WABASH CHICAGO IL 60611 MANAGEMENT SERVICES 554094 1 ANNUAL CONFERENCE 900099 949757 949757 MEMBERSHIP DUES 900099 252172 252172 STUDY GROUP 900099 17293 17293 FORUM FACTS 541800 2925 2925 1222147 61234 61234 286490 243305 43185 43185 43185 1326566 1219222 2925 104419 94245 11125 36082 16035 6721 3382 495 682292 10682 6325 MEMBERSHIP DEVELOPMENT 133708 BOARD OF DIRECTORS 106872 STRATEGIC PLAN 41680 STUDY GROUP 41421 1191065 450658 160351 361018 15829 27891 22127 15124 48750 48750 0 0 1362521 2110915 10904 0 2207228 2330110 5509 3040 322350 237600 327859 240640 X 1879369 2089470 1879369 2089470 2207228 2330110 135501 74600 0 X X 0 1 X 1 0 48750 48750 0 0 . 2110915 F 2110915 X 1401166 74600 74600 1326566 0 1326566 1191065 0 1191065 0 1191065 PART X, LINE 2: THE FORUM RECOGNIZES THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NO 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, 2010. 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 ORGANIZATION'S 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 $554,094. 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 18 THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST. FORM 990 PART XII LINE 2C THERE IS FINANCE AND AUDIT COMMITTEE TO REVIEW AUDITED FINANCIAL STATEMENTS. THERE IS NO CHANGE IN ITS PROCESS.