2016-05-12T09:08:26-05:00 2015-06-30 BKD LLP 1901 S Meyers Road Suite 500 Oakbrook Terrace IL 601815209 990 2014-07-01 510174950 The International Forum D/B/A Forum 400 % SMITHBUCKLIN INTE 3126446610 330 N Wabash Chicago IL 606114267 BARBARA O'CONNOR EXECUTIVE DIRECTOR 3126446610 2016-05-15 true David R Siehoff P00175845 6302829500 2014 2016-08-17 19:52:53Z BARBARA O'CONNOR 330 N WABASH CHICAGO IL 606114267 1637698 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 1800 0 0 1222147 1283001 104419 75613 0 0 1326566 1358614 0 0 0 0 0 0 0 0 0 1191065 1255915 1191065 1255915 135501 102699 2330110 2389075 240640 249133 2089470 2139942 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 true 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 CATHY NEIFELD MEMBERSHIP CO-CHAIR 1.0 X 0 0 DEVANG M PATEL SR STUDY GROUP CO-CHAIR 1.0 X 0 0 ALAN PRATT PARTICIPATION CHAIR 1.0 X 0 0 BEN RAINEY PROGRAM PLANNING CHAIR 1.0 X 0 0 JAMES J SILBERNAGEL COMMUNICATIONS CHAIR 1.0 X 0 0 JUSTIN SMITH INDUSTRY PARTNER CO-CHAIR 1.0 X 0 0 STEPHEN M THALER DIRECTOR AT LARGE 1.0 X 0 0 ROBERT TROTENBERG MEMBERSHIP CO-CHAIR 1.0 X 0 0 SCOTT RICHARDSON PRESIDENT 1.0 X 0 0 DANA M MIKSTAY VICE PRESIDENT 1.0 X 0 0 CHRIS BAKER CHAIRMAN OF THE BOARD 1.0 X 0 0 ALBERT E GIBBONS TREASURER 1.0 X 0 0 JOHNNY R ADCOCK SECRETARY 1.0 X 0 0 BARBARA O'CONNOR EXECUTIVE DIRECTOR 30.0 X 0 0 0 0 0 false false false SMITHBUCKLIN CORPORATION 330 N WABASH CHICAGO IL 60611 MANAGEMENT SERVICES 572723 1 0 FORUM FACTS 541800 1800 1800 ANNUAL CONFERENCE 900099 953585 953585 FORUM MAX 900099 44200 44200 STUDY GROUP 900099 23924 23924 MEMBERSHIP 900099 259492 259492 1283001 81239 81239 0 0 0 0 0 273458 279084 -5626 -5626 -5626 0 0 0 0 1358614 1281201 1800 75613 0 0 0 0 0 0 0 0 0 0 98000 12844 32008 0 0 16088 9705 5268 160 0 0 0 303 0 768785 0 0 0 3521 BOARD OF DIRECTORS 89593 MEMBERSHIP DEVELOPMENT 96413 STRATEGIC PLAN 13585 STUDY GROUP 36158 73484 1255915 0 160351 228901 15829 34284 0 0 27891 2000 0 0 0 0 0 0 0 0 15124 24131 0 0 2110915 2099759 0 0 0 0 0 0 2330110 2389075 3040 48203 0 0 237600 179200 0 0 0 0 0 0 0 0 0 0 0 21730 240640 249133 X 2089470 2139942 0 0 0 0 2089470 2139942 2330110 2389075 102699 -52227 X X false true X true false INVESTMENTS 2099759 F 2099759 0 DUE TO SMITHBUCKLIN CORPORATION 21730 21730 X 1306387 -52227 -52227 1358614 1358614 1255915 1255915 1255915 SCHEDULE D, PART X, LINE 2 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, 2012. 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 $572,723. 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.