THE INTERNATIONAL FORUM

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

DEAN HARDER

Phone

7036419400

Tax Period

2023-01-01 to 2023-12-31

THE INTERNATIONAL FORUM, founded in 1973, is a small nonprofit that reported $710K in total revenue in fiscal year 2023. Revenue surged 530% from the prior year, signaling strong growth momentum. Expenses of $805K exceeded revenue, resulting in a 13% operating deficit.

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.

Program Service Accomplishments

Program 1

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).

Program 2

OTHER EDUCATION EVENTS - THE FORUM HOSTS PERIODIC, TIMELY SEMINARS ASWELL AS AN ANNUAL FORUM MAX CONFERENCE, PROVIDING SHORT STREAMLINEDPRESENTATIONS FOCUSED ON NEW IDEAS, BREAKOUT GROUPS, ANDMEMBER...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $674,481

Investment Income $35,402

Other Revenue $0

TOTAL REVENUE $709,883

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $805,495

TOTAL EXPENSES $805,495

Year-over-Year Comparison

	2023	2022	Change
Revenue	$709,883	$112,594	+5.3%
Expenses	$805,495	$356,148	+1.3%
Net Income	$-95,612	$-243,554	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARRY JACOBSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
DEAN HARDER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN WHEELER	CHAIRMAN OF THE BOARD	1.00	Officer Director	$0	$0	$0
JAMIE C FARMER	DIRECTOR	1.00	Director	$0	$0	$0
JASON GIORGIO	DIRECTOR	1.00	Director	$0	$0	$0
ELEANOR I JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
JON B MENDELSOHN	DIRECTOR	1.00	Director	$0	$0	$0
MARK D MILBROD	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT STUCHINER	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$709,883	$805,495	$1,386,136	$-95,612
2022	$853,269	$991,413	$1,485,508	$-138,144
2022	$112,594	$356,148	$1,328,886	$-243,554
2021	$486,873	$660,701	$1,706,378	$-173,828
2020	$968,376	$1,228,444	$1,675,099	$-260,068
2019	$1,045,488	$1,110,186	$2,060,014	$-64,698
2018	$1,065,649	$1,087,913	$2,150,440	$-22,264