2013-02-11T11:16:06-06:00 2012-06-30 362985665 WOLF & COMPANY LLP 1901 S MEYERS RD SUITE 500 OAKBROOK TERRACE IL 601815209 990 2011-07-01 510174950 THE INTERNATIONAL FORUM DBA FORUM 400 INTE 3126446610 330 N WABASH CHICAGO IL 606114267 BARBARA O'CONNOR 3126446610 2013-01-22 1 DAVID R SIEHOFF P00175845 6305454500 2011 2016-02-25 16:41:14Z X BARBARA O'CONNOR 330 N WABASH CHICAGO IL 606114267 1574420 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 1950 0 0 0 1358849 1395469 24651 37410 0 0 1383500 1432879 0 0 0 0 0 0 0 0 0 1233006 1381932 1233006 1381932 150494 50947 2104443 2213567 478335 516384 1626108 1697183 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 0 1 6 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 RICHARD H LINSDAY 1.00 X 0 0 0 JAY M WEINSTEIN 1.00 X 0 0 0 PETER F HIBBARD 1.00 X 0 0 0 CHRIS BAKER 1.00 X 0 0 0 DANA M MIKSTAY 1.00 X 0 0 0 SCOTT RICHARDSON 1.00 X 0 0 0 STEPHEN M THALER 1.00 X 0 0 0 HOWARD SHARFMAN 1.00 X 0 0 0 WARREN STEINBORN 1.00 X 0 0 0 BARBARA O'CONNOR 30.00 X 0 0 0 RANDY RIGGINS 1.00 X 0 0 0 MICHAEL J O'DONNEL 1.00 X 0 0 0 H BRIAN ADCOCK 1.00 X 0 0 0 RAO K GARUDA 1.00 X 0 0 0 CHARLES D HOLLANDER 1.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 330 N WABASH CHICAGO IL 60611 MANAGEMENT SERVICES 528369 1 ANNUAL CONFERENCE 900099 1090972 1090972 MEMBERSHIP DUES 900099 273825 273825 STUDY GROUP 900099 28722 28722 FORUM FACTS 541800 1950 1950 1395469 28951 28951 150000 141541 8459 8459 8459 1432879 1393519 1950 37410 87000 408 32528 12224 5169 2800 239 864334 37615 5923 BOARD OF DIRECTORS 145588 MEMBERSHIP DEVELOPMENT 129747 STUDY GROUP 34504 BRANDING 21819 2034 1381932 1903576 605897 3166 64815 34764 48750 40625 24375 8125 54443 1531501 54068 33280 2104443 2213567 10710 7534 467625 508850 478335 516384 X 1626108 1697183 1626108 1697183 2104443 2213567 X 50947 20128 X X 0 1 1 X 0 48750 40625 8125 8125 . 1531501 F 1531501 1432879 1381932 50947 20128 20128 71075 1453007 20128 20128 1432879 0 1432879 1381932 0 1381932 0 1381932 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FORUM'S ADOPTION OF FIN 48/ ACS 740 IN 2011 RESULTED IN NO MATERIAL IMPACT ON THE FORUM'S FINANCIAL POSITION OR RESULTS OF OPERATIONS. FORM 990, PART VI, SECTION A, LINE 3 USED SMITHBUCKLIN INTERNAL CONTROLS 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 20,128. FORM 990 PART XII LINE 2C THERE IS FINACNE AND AUDIT COMMITTEE TO REVIEW AUDITED FINANCIAL STATEMENTS. THERE IS NO CHANGE IN ITS PROCESS.