2025-11-05T13:11:44-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 510174950 THE INTERNATIONAL FORUM INTE 7039665227 1400 K STREET NW 625 WASHINGTON DC 20005 ELEANOR I JOHNSON PRESIDENT 7039665227 2025-11-05 1 1 AARON M FOX P01365820 2022274000 2024 2025-03-06 01:10:19Z X FORUM 400 ELEANOR I JOHNSON 1400 K STREET NW 625 WASHINGTON DC 20005 852896 0 X WWW.FORUM400.ORG X 1973 CA PROVIDE UNCENSORED EXCHANGE OF EMERGING TRENDS AND CLIENT SOLUTIONS RELATED TO LIFE INSURANCE. 7 7 0 7 0 0 0 0 674481 803821 35402 49075 0 0 709883 852896 0 0 0 0 0 0 0 0 0 805495 892064 805495 892064 -95612 -39168 1386136 1384829 423158 423350 962978 961479 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). MEMBERSHIP DEVELOPMENT - RECRUIT AND RETAIN MEMBERS THROUGH JOINT PROGRAMMING WITH FINSECA, NETWORKING, MARKETING, AND PROMOTION. 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, BREAKOUT GROUPS, AND MEMBER NETWORKING OPPORTUNITIES TO COMPLEMENT ITS ANNUAL MEETING. 0 0 0 1 0 0 0 0 0 0 0 0 1 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 1 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 X 7 7 0 1 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X JUDITH B DURHAM 7039665227 1400 K STREET NW 625 WASHINGTON DC 20005 X ELEANOR I JOHNSON PRESIDENT 1.00 X X 0 0 0 JAMIE C FARMER DIRECTOR 1.00 X 0 0 0 JASON GIORGIO DIRECTOR 1.00 X 0 0 0 KIM NATOVITZ DIRECTOR 1.00 X 0 0 0 JON B MENDELSOHN DIRECTOR 1.00 X 0 0 0 MARK D MILBROD DIRECTOR 1.00 X 0 0 0 ROBERT STUCHINER DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 FINSECA 600 13TH STREET NW SUITE 550 WASHINGTON DC 20005 MANAGEMENT SERVICES 489473 1 MEMBERSHIP DUES 900099 413433 413433 SPONSORSHIPS 900099 390388 390388 803821 49075 49075 852896 803821 0 49075 489473 12145 8253 13573 19122 131725 18159 195785 3107 OTHER EXPENSES 722 892064 259046 166473 0 58592 104031 0 3853 2417 1019206 1039106 0 118241 1386136 1384829 423158 423350 423158 423350 X 962978 961479 962978 961479 1386136 1384829 -39168 37669 0 X 0 1 X 1 0 0 1 0 0 DUE FROM FINSECA 118241 118241 X 882312 37669 37669 844643 8253 8253 852896 883811 0 883811 8253 8253 892064 PART X, LINE 2: FORUM 400 IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT OF ANY NET UNRELATED BUSINESS INCOME IN EXCESS OF $1,000 SPECIFIC DEDUCTION. FORUM 400 REPORTED NO SUCH INCOME FOR THE YEAR ENDED DECEMBER 31, 2024. ALTHOUGH FORUM 400 HAS DETERMINED IT IS NOT REQUIRED TO RECORD A LIABILITY FOR ANY UNCERTAIN TAX POSITIONS AND HAS RECEIVED NO NOTICE OF EXAM, ITS TAX RETURNS FOR THE FISCAL YEARS ENDING JUNE 30, 2022 AND 2023, AS WELL AS PERIOD ENDING DECEMBER 31, 2023, REMAIN SUBJECT TO EXAMINATION. FORM 990, PART VI, SECTION A, LINE 3 THE FORUM DELEGATES THE MANAGEMENT OF ITS DAILY OPERATIONS TO FINSECA IN WASHINGTON, DC. FINSECA 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. EMPLOYEES OF FINSECA 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 A, LINE 7B 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. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY INDEPENDENT PUBLIC ACCOUNTANTS AND SUBMITTED TO THE FORUM'S MANAGEMENT FOR AN INITIAL REVIEW. THE FORM IS THEN SUBMITTED TO ITS OFFICERS FOR FURTHER 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 B, LINE 15 THE FORUM DELEGATES THE MANAGEMENT OF ITS DAILY OPERATIONS TO FINSECA IN WASHINGTON, DC. FINSECA 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. EMPLOYEES OF FINSECA PROVIDE THESE SERVICES. 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. FINSECA 600 13TH STREET NW SUITE 550 WASHINGTON DC 20005 852061667 ADVOCATE FOR THE FINANCIAL SECURITY PROFESSION DC 501(C)(6) N/A 0 FINSECA FOUNDATION 600 13TH STREET NW SUITE 550 WASHINGTON DC 20005 521727202 PROVIDE RESEARCH & EDUCATION MATERIALS TO THOSE IN LIFE INSURANCE SERVICES. DC 501(C)(3) LINE 7 FINSECA 0 NATIONAL ASSOCIATION OF INDEPENDENT LIFE BROKERAGE AGENCIES 10304 EATON PLACE SUITE 100 1022 FAIRFAX VA 22030 363209661 PROMOTE BUSINESS INTEREST OF INDEPENDENT LIFE BROKERAGE AGENCIES IL 501(C)(6) FINSECA 0 NAILBA CHARITABLE FOUNDATION 10304 EATON PLACE SUITE 100 1022 FAIRFAX VA 22030 562448850 PROVIDE GRANTS, FUNDS TO ORGANIZATIONS VA 501(C)(3) LINE 7 NAILBA 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0