2013-11-13T13:44:08-06:00 2013-06-30 362985665 WOLF & COMPANY LLP 1901 S MEYERS RD SUITE 500 OAKBROOK TERRACE IL 601815209 990 2012-07-01 510174950 THE INTERNATIONAL FORUM DBA FORUM 400 INTE 3126446610 330 N WABASH CHICAGO IL 606114267 BARBARA O'CONNOR 3126446610 2013-11-04 1 DAVID R SIEHOFF P00175845 6305454500 2012 2016-02-25 16:41:14Z BARBARA O'CONNOR 330 N WABASH CHICAGO IL 606114267 1722352 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 5925 0 0 0 1395469 1424681 37410 45320 0 0 1432879 1470001 0 0 0 0 0 0 0 0 0 1381932 1351097 1381932 1351097 50947 118904 2213567 2207228 516384 327859 1697183 1879369 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 7 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 H BRIAN ADCOCK 1.00 X 0 0 0 RAO K GARUDA 1.00 X 0 0 0 PETER F HIBBARD 1.00 X 0 0 0 DANA M MIKSTAY 1.00 X 0 0 0 ALAN PRATT 1.00 X 0 0 0 RANDY RIGGINS 1.00 X 0 0 0 SCOTT RICHARDSON 1.00 X 0 0 0 HOWARD SHARFMAN 1.00 X 0 0 0 WARREN STEINBORN 1.00 X 0 0 0 STEPHEN M THALER 1.00 X 0 0 0 JAY M WEINSTEIN 1.00 X 0 0 0 CHARLES D HOLLANDER 1.00 X 0 0 0 RICHARD H LINSDAY 1.00 X 0 0 0 CHRIS BAKER 1.00 X 0 0 0 BARBARA O'CONNOR 30.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 330 N WABASH CHICAGO IL 60611 MANAGEMENT SERVICES 523385 1 ANNUAL CONFERENCE 900099 1121956 1121956 MEMBERSHIP DUES 900099 267200 267200 STUDY GROUP 900099 29600 29600 FORUM FACTS 541800 5925 5925 1424681 28040 28040 269631 252351 17280 17280 17280 1470001 1418756 5925 45320 91500 7082 32728 12686 5370 4531 488 811954 29490 6086 BOARD OF DIRECTORS 141329 MEMBERSHIP DEVELOPMENT 115348 STRATEGIC PLAN 56403 STUDY GROUP 36102 1351097 605897 450658 361018 34764 22127 48750 48750 8125 0 1531501 1362521 33280 10904 2213567 2207228 7534 5509 508850 322350 516384 327859 X 1697183 1879369 1697183 1879369 2213567 2207228 118904 63282 0 X X 0 1 X 1 0 48750 48750 0 0 . 1362521 F 1362521 X 1533283 63282 63282 1470001 0 1470001 1351097 0 1351097 0 1351097 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FORUM'S ADOPTION OF FIN 48/ ACS 740 IN 2012 RESULTED IN NO MATERIAL IMPACT ON THE FORUM'S FINANCIAL POSITION OR RESULTS OF OPERATIONS. 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 $523,385. 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.