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← INTERNATIONAL FORUM

Form 990 for tax year 2024

Filed by INTERNATIONAL FORUM.

Totals

Total revenue
$852,896
Total expenses
$892,064
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$803,821
Investment income
$49,075
Other revenue
$0
Total assets, end of year
$1,384,829
Total liabilities, end of year
$423,350
Net assets or fund balances, end of year
$961,479
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $413,433 · related or exempt $413,433

  • 2b · Program service revenue: SPONSORSHIPS

    total $390,388 · related or exempt $390,388

  • 3 · Investment income

    total $49,075 · excluded $49,075

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $489,473

  • 11c · Fees: accounting

    total $12,145

  • 11f · Fees: investment management

    total $8,253

  • 11g · Fees: other

    total $13,573

  • 13 · Office expenses

    total $19,122

  • 14 · Information technology

    total $131,725

  • 17 · Travel

    total $18,159

  • 19 · Conferences, conventions and meetings

    total $195,785

  • 23 · Insurance

    total $3,107

  • 24a · Other expenses: OTHER EXPENSES

    total $722

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $259,046 · end of year $166,473

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $58,592

  • 4 · Accounts receivable

    beginning of year $104,031 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,853 · end of year $2,417

  • 11 · Investments: publicly traded securities

    beginning of year $1,019,206 · end of year $1,039,106

  • 15 · Other assets

    beginning of year $0 · end of year $118,241

  • 19 · Deferred revenue

    beginning of year $423,158 · end of year $423,350

  • 27 · Net assets without donor restrictions

    beginning of year $962,978 · end of year $961,479

Mission and programs · 2024

Mission

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.

Activities or mission (Part I)

PROVIDE UNCENSORED EXCHANGE OF EMERGING TRENDS AND CLIENT SOLUTIONS RELATED TO LIFE INSURANCE.

  • 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.

As filed on the 2024 return.

Listed in Part VII

  • Eleanor I Johnson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Jamie C Farmer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jason Giorgio

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kim Natovitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jon B Mendelsohn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark D Milbrod

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Stuchiner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
5 November 2025
IRS schema version
2024v5.2
Source object
202543099349302824

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