{"success":true,"data":{"_id":592492184,"filings":[{"Organization":{"value":null,"Person":["Joseph G Fogg III","Clark T Randt Jr","Susan S Jones","Christopher P Bray","Robert J Stucker","Verne G Istock","Lew F Allyn","Paul V Applegarth","William E Bindley","Carol B Boyd","Duncan J Cameron","Sheila A Clarke","Mark M Danni","Bob J Eaton","Adam C English","Michael K Farr","FRANK C FONTANA","ANNE RUSSELL FOSTER","Webb C Hayes","James P Johannsen","Ned C Lautenbach","Edward M Liddy","Ulla Norris","Garrett S Richter","L Patt Schneider","Kenton J Sicchitano","LOUIS A SIMPSON","ROSELYN S TRAVIS","MARJORIE H WEAVER","ELIZABETH K WESSEL"],"Title":["PRESIDENT","PRESIDENT-ELECT","VICE PRESIDENT","TREASURER","SECRETARY","PAST PRESIDENT","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[3.0,2.0,2.0,2.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide a congenial meeting atmosphere for members to enjoy prominent speakers in fields such as academia, business, economics, finance, governments, health, international relations,","year":2019,"name":"The Forum Club of Southwest Florida Inc","phone":2394363574,"website":"WWW.THEFORUMCLUB.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Christopher P Bray","year_formation":1985,"state_legal_domicile":"FL","total_volunteers":0,"tax_period_begin":"2019-05-01T00:00:00","tax_period_end":"2020-04-30T00:00:00","address":"3200 Bailey Lane, Naples, FL, 341058522, USA","city":"Naples","state":"FL","country":"USA","zip_code":341058522},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":30,"Number of independent voting members":30,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":243312,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":242284,"Total revenue":{"value":242284,"LUNCHEONS & DINNERS":120146,"MEMBERSHIP DUES":113980,"GENTRY SCHOLARSHIP":8158},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1028,"Investment income total":1028,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":258788,"Grant expense":{"value":25000,"Grants to domestic orgs":25000,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":233788,"Management services":103000,"Legal":0,"Accounting":761,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":11013,"Information technology":1058,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":116854,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":227,"Insurance":875,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":25000,"Management And General Expenses":233788,"Fundraising Expenses":0}},"Assets":{"value":100875,"Non-interest bearing cash":13080,"Savings and temp cash investments":86694,"Pledges and grants receivable":79,"Accounts receivable":983,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":39,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":90,"Sum of Total Liabilities":0,"Accounts payable, accrued":90,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":100785,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.09660417020881958,"percentile":0.4468837859392748},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.063605576379299,"percentile":0.2656790876272933},"Liabilities to Assets Ratio":{"score":0.0008921933085501858,"percentile":0.5706902117715692},"Operating Reserve Ratio":{"score":0.389797826792587,"percentile":0.20351359942961758},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.49285794032318864,"percentile":0.033921564763012196},"Revenue Growth":{"score":-0.014381672039508854,"percentile":0.3147127357776122},"Asset Growth":{"score":-0.03683457893536952,"percentile":0.19390679727387955},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.40950736747660565,"percentile":0.13705330171708846}},"source_xml":"202013529349301501_public.xml"},{"Organization":{"value":null,"Person":["Gary Tice","James Barton","David Casper","Ronald Ciesla","Authur Collins Jr","Thomas Everist","Pauline Eide","Linda Flewelling","Mark Gerencser","James Johannsen","Roy Kapani","John Lawson","Richard Lenny","Jeanne Seewald","Bradley Heiges","Deborah Stewart","Janet Rathbun","Kenneth Reeves","Jamie Andersen","Francis Rooney","John Smarge","Joanne Wyss","Adria Starkey","Jay Stephens","William Strong","Ronald Riner","Inge Thulin","Robert Troth","Elizabeth Wessel","Leslie Frecon","Emily Budd"],"Title":["Director","Director","Director","Director","Director","Director","Treasurer","Director","Director","Director","Director","Director","Director","Director","Director","Director","Secretary","Director","Director","President","President-Elect","Director","Director","Director","Director","Vice President","Director","Director","Past President","Director","Executive Dir."],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide a congenial meeting atmosphere for members to enjoy prominent speakers in fields such as academia, business, economics, governments, health, international relations, media and the arts, science and technology.","year":2024,"name":"The Forum Club of Southwest Florida Inc","phone":2364363574,"website":"www.theforumclub.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1985,"state_legal_domicile":"FL","total_volunteers":25,"tax_period_begin":"2024-05-01T00:00:00","tax_period_end":"2025-04-30T00:00:00","address":"3200 Bailey Lane 199, Naples, FL, 34105, USA","city":"Naples","state":"FL","country":"USA","zip_code":34105},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":30,"Number of independent voting members":30,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":414806,"Contributions":{"value":87840,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":87840,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":316830,"Total revenue":{"value":316830,"Applicant Program Fee":2820,"Gentry Scholarship":19563,"Initiation Fees":43200,"Luncheons & Dinners":251247},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":10136,"Investment income total":10136,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":392513,"Grant expense":{"value":37350,"Grants to domestic orgs":37350,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":355163,"Management services":130000,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":1653,"Office expenses":601,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":197731,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":1001,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":23841,"Sales Tax":12547,"Printing and Publications":7794,"Postage and Shipping":2000,"Telephone":1500},"All other expenses":336},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":201308,"Non-interest bearing cash":0,"Savings and temp cash investments":199808,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1500},"Liabilities":{"value":13219,"Sum of Total Liabilities":0,"Accounts payable, accrued":13219,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":188089,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.053743195614335375,"percentile":0.5332478444177824},"Liabilities to Assets Ratio":{"score":0.06566554732052378,"percentile":0.3648626835979044},"Operating Reserve Ratio":{"score":0.51286963743876,"percentile":0.2564253407107429},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.17807616339989152,"percentile":0.09678097962212544},"Revenue Growth":{"score":0.058236070139100565,"percentile":0.6394065709907832},"Asset Growth":{"score":0.006473971897591415,"percentile":0.3470042141096274},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4932911818832599,"percentile":0.30539500674248354}},"source_xml":"202512399349300106_public.xml"},{"Organization":{"value":null,"Person":["Clark T Randt Jr","Susan S Jones","Edward M Liddy","Christopher P Bray","Robert J Stucker","Joseph G Fogg III","Lew F Allyn","Randall W Antik","Paul V Applegarth","William E Bindley","Ilona J Box","Carol B Boyd","Duncan J Cameron","Nancy H Donovan","Robert J Eaton","Adam C English","Jeanette M Evert","Michael K Farr","Paul Greenberg","Webb C Hayes","Raynelle Heidrick","James P Johannsen","William R Johnson","Ned C Lautenbach","Ulla Norris","Garrett S Richter","Ronald N Riner MD","Francis Rooney","L Patt Schneider","Elizabeth K Wessel"],"Title":["PRESIDENT","PRESIDENT - ELECT","VICE PRESIDENT","TREASURER","SECRETARY","PAST PRESIDENT","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[3.0,2.0,2.0,2.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide a congenial meeting atmosphere for members to enjoy prominent speakers in fields such as academia, business, economics, finance, governments, health, international relations,","year":2020,"name":"The Forum Club of Southwest Florida Inc","phone":2394363574,"website":"WWW.THEFORUMCLUB.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Christopher P Bray","year_formation":1985,"state_legal_domicile":"FL","total_volunteers":0,"tax_period_begin":"2020-05-01T00:00:00","tax_period_end":"2021-04-30T00:00:00","address":"3200 Bailey Lane, Naples, FL, 341058522, USA","city":"Naples","state":"FL","country":"USA","zip_code":341058522},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":30,"Number of independent voting members":30,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":139275,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":138867,"Total revenue":{"value":138867,"LUNCHEONS & DINNERS":12657,"MEMBERSHIP DUES":111210,"GENTRY SCHOLARSHIP":15000},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":408,"Investment income total":408,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":173166,"Grant expense":{"value":30000,"Grants to domestic orgs":30000,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":143166,"Management services":118000,"Legal":0,"Accounting":761,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":9993,"Information technology":1412,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":12046,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":39,"Insurance":915,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":30000,"Management And General Expenses":143166,"Fundraising Expenses":0}},"Assets":{"value":68235,"Non-interest bearing cash":0,"Savings and temp cash investments":68235,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1341,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":1341,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":66894,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.17324417033366826,"percentile":0.4502700732279088},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.24333871836295098,"percentile":0.13218655632455273},"Liabilities to Assets Ratio":{"score":0.019652670916684985,"percentile":0.4587548936225999},"Operating Reserve Ratio":{"score":0.3940438654239285,"percentile":0.20538759187827477},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.4180931350147543,"percentile":0.042701334446157285},"Revenue Growth":{"score":-0.054326823812465515,"percentile":0.2112512532017713},"Asset Growth":{"score":-0.06906040840258225,"percentile":0.13597099046295208},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.3683590073159381,"percentile":0.07449629358391147}},"source_xml":"202230199349300803_public.xml"},{"Organization":{"value":null,"Person":["Edward M Liddy","Francis Rooney","John C Smarge","Bill Swartz","Susan Jones","Elizabeth K Wessel","Randall W Antik","James N Barton","Todd L Bradley","Ronald B Ciesla","Nancy H Donovan","Sandra M Edwards","Pauline T Eide","Jeanette M Evert","J Douglas Gray","Paul Greenberg","Raynelle F Heidrick","James P Johannsen","William R Johnson","Richard H Lenny","James R Lozelle","Janet P Rathbun","Kenneth R Reeves","Ronald N Riner MD","Cherry W Smith","Adria D Starkey","Jay B Stephens","William H Strong","Inge G Thulin","Robert S Troth"],"Title":["PRESIDENT","VICE PRESIDENT","TREASURER","SECRETARY","PAST PRESIDENT","President Elect","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[3.0,2.0,2.0,2.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide a congenial meeting atmosphere for members to enjoy prominent speakers in fields such as academia, business, economics, governments, health international relations, media and the arts, science and technology.","year":2021,"name":"The Forum Club of Southwest Florida Inc","phone":2394363574,"website":"WWW.THEFORUMCLUB.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"John Smarge","year_formation":1985,"state_legal_domicile":"FL","total_volunteers":0,"tax_period_begin":"2021-05-01T00:00:00","tax_period_end":"2022-04-30T00:00:00","address":"3200 Bailey Lane, Naples, FL, 341058522, USA","city":"Naples","state":"FL","country":"USA","zip_code":341058522},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":30,"Number of independent voting members":30,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":445859,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":445811,"Total revenue":{"value":440951,"LUNCHEONS & DINNERS":283654,"MEMBERSHIP DUES":91920,"GENTRY SCHOLARSHIP":23137,"INITIATION FEES":39000,"APPLICATION FEE":3240},"Total other revenue":4860,"Unrelated business revenue":0},"Investment income":{"value":48,"Investment income total":48,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":429181,"Grant expense":{"value":38250,"Grants to domestic orgs":38250,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":390931,"Management services":123150,"Legal":0,"Accounting":761,"Lobbying services":0,"Investment management fees":0,"Other services":1890,"Advertising":0,"Office expenses":11305,"Information technology":1446,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":252379,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":290629,"Management And General Expenses":138552,"Fundraising Expenses":0}},"Assets":{"value":94060,"Non-interest bearing cash":0,"Savings and temp cash investments":92568,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1492,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":94060,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6771711702055776,"percentile":0.5245895531405831},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.03740644463832736,"percentile":0.49591729966439624},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":0.2191616124665351,"percentile":0.12449974829530952},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.0933111420773061,"percentile":0.14696174210647633},"Revenue Growth":{"score":0.009157889100215979,"percentile":0.4109978271770015},"Asset Growth":{"score":-0.06631757334407043,"percentile":0.13957783766916645},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5126332984170374,"percentile":0.3540248816940622}},"source_xml":"202340729349301574_public.xml"},{"Organization":{"value":null,"Person":["WILLIAM F ALLYN","RICHARD S BODMAN","RICHARD J BORCHERS","DAWN LITCHFIELD BROWN","MICHELLE M CHURCH","MARVIN L EASTON","ROBERT S EVANS","TORREY N FOSTER","JOANN E FRAZER","DOROTHY A GERRITY","ALAN M HORTON","LAURENCE FRANCIS ROONEY III","VERNE G ISTOCK","JOHN F JOHNSON","SUSAN S JONES","EDWIN J STEDEM JR","MELVIN C SHORT JR","CHRISTOPHER R W LEACH","MICHAEL S LEVISON","ROBERT A LEVY","JAMES R LOZELLE","J RICHARD MUNRO","MAUREEN ANN O'GORMAN","DAVID A RISMILLER","NED R SACHS","JAMES J SCHIRO","WILLIAM S STAVROPOULOS","DEBORAH A STEWART","PATRICIA A STRATTON","THOMAS B WHEELER"],"Title":["PAST PRESIDE","DIRECTOR","DIRECTOR","DIRECTOR","PRESIDENT-EL","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","SECRETARY","DIRECTOR","TREASURER","VICE-PRESIDE","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","PRESIDENT"],"Hours":[2.0,1.0,1.0,1.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,2.0,1.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,3.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide a congenial meeting atmosphere for members to enjoy prominent speakers in fields such as academia, business, economics, finance, governments, health, international relations, media and the arts, science and technology.","year":2014,"name":"THE FORUM CLUB OF SOUTHWEST FLORIDA INC","phone":2394363574,"website":"WWW.THEFORUMCLUB.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"THOMAS W WHEELER PRESIDENT","year_formation":1985,"state_legal_domicile":"FL","total_volunteers":null,"tax_period_begin":"2014-05-01T00:00:00","tax_period_end":"2015-04-30T00:00:00","address":"1100 FIFTH AVENUE SOUTH SUITE 201, NAPLES, FL, 34102, USA","city":"NAPLES","state":"FL","country":"USA","zip_code":34102},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":30,"Number of independent voting members":30,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":284397,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":284192,"Total revenue":{"value":284192,"LUNCHEONS & DINNERS":181299,"MEMBERSHIP DUES":102893},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":205,"Investment income total":205,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":276685,"Grant expense":{"value":13000,"Grants to domestic orgs":0,"Grants to domestic individuals":13000,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":263685,"Management services":82500,"Legal":0,"Accounting":1162,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":20480,"Information technology":648,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":158048,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":847,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":276685,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":139049,"Non-interest bearing cash":2326,"Savings and temp cash investments":136723,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":139049,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":1.0,"percentile":0.9996999186356569},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.027117023034701492,"percentile":0.47058203725982484},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":0.5025534452536278,"percentile":0.252156566582307},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.810554119860723,"percentile":0.9648538921918581}},"source_xml":"201523229349300402_public.xml"},{"Organization":{"value":null,"Person":["Randy Antik","Jim Barton","Todd Bradley","Ron Ciesla","Nancy Donovan","Sandra Edwards","Polly Eide","Jeanette Evert","Doug Gray","Paul Greenberg","Raynelle Heidrick","Jim Johannsen","Bill Johnson","Susan Jones","Ed Liddy","Jim Lozelle","Janet Rathbun","Ken Reeves","Ron Riner","Francis Rooney","John Smarge","Cherry Smith","Adria Starkey","Jay Stephens","Bill Strong","Bill Swartz","Inge Thulin","Rusty Troth","Beth Wessel","Richard Lenny"],"Title":["Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Past President","President","Director","Director","Director","Director","Director","Treasurer","Director","Director","Director","Director","Secretary","Director","Director","President-Elect","Director"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,3.0,1.0,1.0,1.0,1.0,1.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide a congenial meeting atmosphere for members to enjoy prominent speakers in fields such as academia, business, economics, governments, health, international relations, media and the arts, science and technology.","year":2022,"name":"The Forum Club of Southwest Florida Inc","phone":2364363574,"website":"www.theforumclub.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1985,"state_legal_domicile":"FL","total_volunteers":24,"tax_period_begin":"2022-05-01T00:00:00","tax_period_end":"2023-04-30T00:00:00","address":"3200 Bailey Lane 199, Naples, FL, 34105, USA","city":"Naples","state":"FL","country":"USA","zip_code":34105},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":30,"Number of independent voting members":30,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":488995,"Contributions":{"value":90984,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":90984,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":397970,"Total revenue":{"value":397970,"Applicant Program Fee":2940,"Gentry Scholarship":22950,"Initiation Fees":26500,"Luncheons & Dinners":345580},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":41,"Investment income total":41,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":476656,"Grant expense":{"value":39950,"Grants to domestic orgs":39950,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":436706,"Management services":128500,"Legal":0,"Accounting":5864,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":1535,"Office expenses":1002,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":271137,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":915,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":27753,"Sales Tax":20982,"Printing and Publications":4156,"Telephone":1500,"Postage and Shipping":1115},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":107029,"Non-interest bearing cash":98337,"Savings and temp cash investments":7192,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1500},"Liabilities":{"value":630,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":630,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":106399,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.025233386844446263,"percentile":0.46583952200663625},"Liabilities to Assets Ratio":{"score":0.005886255127115081,"percentile":0.5227556523491846},"Operating Reserve Ratio":{"score":0.22454138833876003,"percentile":0.12707398703261086},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.13600900369883323,"percentile":0.11681480992732654},"Revenue Growth":{"score":0.044047464445457866,"percentile":0.5806672786742784},"Asset Growth":{"score":-0.0551074993727484,"percentile":0.15628708653377357},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4686843767754863,"percentile":0.24961807925512905}},"source_xml":"202400679349301950_public.xml"},{"Organization":{"value":null,"Person":["RICHARD S BODMAN","RICHARD J BORCHERS","CECILE BORGESON","PETER G BOS","ROGER S BRUTTOMESSO","MICHELLE M CHURCH","CLAY W CONE","MARVIN L EASTON","PAULINE T EIDE","ROBERT S EVANS","FRANK C FONTANA","JOANN E FRAZER","DOROTHY A GERRITY","LAURENCE FRANCIS ROONEY III","SUSAN S JONES","CLARK T RANDT JR","CURTIS FINCH JR","EDWIN J STEDEM JR","MELVIN C SHORT JR","CHRISTOPHER R W LEACH","MICHAEL S LEVISON","ROBERT A LEVY","JAMES R LOZELLE","J RICHARD MUNRO","MAUREEN ANN O'GORMAN","DAVID A RISMILLER","WILLIAM S STAVROPOULOS","DEBORAH A STEWART","PATRICIA A STRATTON","THOMAS B WHEELER"],"Title":["VICE PRESIDE","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","PRESIDENT","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","TREASURER","PRESIDENT-EL","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","PAST PRESIDE"],"Hours":[2.0,2.0,1.0,1.0,1.0,3.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,2.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide a congenial meeting atmosphere for members to enjoy prominent speakers in fields such as academia, business, economics, finance, governments, health, international relations, media and the arts, science and technology.","year":2015,"name":"THE FORUM CLUB OF SOUTHWEST FLORIDA INC","phone":2394363574,"website":"WWW.THEFORUMCLUB.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MICHELLE M CHURCH","year_formation":1985,"state_legal_domicile":"FL","total_volunteers":null,"tax_period_begin":"2015-05-01T00:00:00","tax_period_end":"2016-04-30T00:00:00","address":"3200 BAILEY LANE SUITE 199, NAPLES, FL, 341058522, USA","city":"NAPLES","state":"FL","country":"USA","zip_code":341058522},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":30,"Number of independent voting members":30,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":291417,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":291245,"Total revenue":{"value":291245,"LUNCHEONS & DINNERS":186985,"MEMBERSHIP DUES":104260},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":172,"Investment income total":172,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":284318,"Grant expense":{"value":13000,"Grants to domestic orgs":0,"Grants to domestic individuals":13000,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":271318,"Management services":85000,"Legal":0,"Accounting":1261,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":25046,"Information technology":859,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":158127,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":189,"Insurance":836,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":13000,"Management And General Expenses":271318,"Fundraising Expenses":0}},"Assets":{"value":146148,"Non-interest bearing cash":18306,"Savings and temp cash investments":126895,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":947,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":146148,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.04572345050260623,"percentile":0.4446311617378135},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.024360280971940554,"percentile":0.4635958455810947},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":0.5140300649272997,"percentile":0.2568966175780209},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.6700120103321762,"percentile":0.019968706110791677},"Revenue Growth":{"score":0.03264530921027052,"percentile":0.5275642796969975},"Asset Growth":{"score":0.05333658236782592,"percentile":0.5394060323082672},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5107502982228422,"percentile":0.34920745070927567}},"source_xml":"201602569349300775_public.xml"},{"Organization":{"value":null,"Person":["RICHARD S BODMAN","VERNE G ISTOCK","JOSEPH G FOGG III","SUSAN S JONES","DAVID A RISMILLER","MELVIN C SHORT JR","KIRT E ANDERSON","CECILE BORGESON","PETER G BOS","ROGER S BRUTTOMESSO","CLAY W CONE","CURT C EDWARDS","PAULINE T EIDE","CHRISTOPHER P BRAY","CURTIS FINCH JR","MARK M DANNI","FRANK C FONTANA","ANNE RUSSELL FOSTER","BRADLEY L HEIGES","EDWARD M LIDDY","L PATT SCHNEIDER","JAMES R LOZELLE","KENTON J SICCHITANO","MAUREEN ANN O'GORMAN","CLARK T RANDT JR","JANET RATHBUN","LOUIS A SIMPSON","ROSELYN S TRAVIS","MARJORIE H WEAVER","ROBERT J STUCKER"],"Title":["PRESIDENT","PRESIDENT-ELECT","VICE PRESIDENT","TREASURER","SECRETARY","PAST PRESIDENT","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[3.0,2.0,2.0,2.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide a congenial meeting atmosphere for members to enjoy prominent speakers in fields such as academia, business, economics, finance, governments, health, international relations,","year":2017,"name":"The Forum Club of Southwest Florida Inc","phone":2394363574,"website":"WWW.THEFORUMCLUB.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"SUSAN S JONES","year_formation":1985,"state_legal_domicile":"FL","total_volunteers":0,"tax_period_begin":"2017-05-01T00:00:00","tax_period_end":"2018-04-30T00:00:00","address":"3200 Bailey Lane, Naples, FL, 341058522, USA","city":"Naples","state":"FL","country":"USA","zip_code":341058522},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":30,"Number of independent voting members":30,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":289530,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":289311,"Total revenue":{"value":289311,"LUNCHEONS & DINNERS":177191,"MEMBERSHIP DUES":112120},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":219,"Investment income total":219,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":287893,"Grant expense":{"value":15000,"Grants to domestic orgs":15000,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":272893,"Management services":97500,"Legal":0,"Accounting":761,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":9985,"Information technology":640,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":162905,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":227,"Insurance":875,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":15000,"Management And General Expenses":272893,"Fundraising Expenses":0}},"Assets":{"value":146745,"Non-interest bearing cash":3819,"Savings and temp cash investments":142433,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":493,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":146745,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.05210269093031091,"percentile":0.4449268123706025},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.00565399095085138,"percentile":0.4124952946789468},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":0.5097206253712316,"percentile":0.2551424652589931},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.6447539829316522,"percentile":0.021588241998078836},"Revenue Growth":{"score":0.010235070360381066,"percentile":0.41613521952623445},"Asset Growth":{"score":0.02602743980338431,"percentile":0.4293168690267288},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.484943584126271,"percentile":0.2858255057662583}},"source_xml":"201832859349300503_public.xml"},{"Organization":{"value":null,"Person":["Gary Tice","James Barton","Todd Bradley","Ronald Ciesla","Authur Collins Jr","Sandra Edwards","Pauline Eide","Linda Flewelling","J Douglas Gray","James Johannsen","Roy Kapani","John Lawson","Richard Lenny","Jeanne Seewald","Edward Liddy","James Lozelle","Janet Rathbun","Kenneth Reeves","Jamie Andersen","Francis Rooney","John Smarge","Cherry Smith","Adria Starkey","Jay Stephens","William Strong","William Swartz","Inge Thulin","Robert Troth","Elizabeth Wessel","Leslie Frecon"],"Title":["Director","Director","Director","Director","Director","Director","Treasurer","Director","Director","Director","Director","Director","Director","Director","Past President","Director","Director","Director","Director","President-Elect","Vice President","Director","Director","Director","Director","Secretary","Director","Director","President","Director"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide a congenial meeting atmosphere for members to enjoy prominent speakers in fields such as academia, business, economics, governments, health, international relations, media and the arts, science and technology.","year":2023,"name":"The Forum Club of Southwest Florida Inc","phone":2364363574,"website":"www.theforumclub.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1985,"state_legal_domicile":"FL","total_volunteers":25,"tax_period_begin":"2023-05-01T00:00:00","tax_period_end":"2024-04-30T00:00:00","address":"3200 Bailey Lane 199, Naples, FL, 34105, USA","city":"Naples","state":"FL","country":"USA","zip_code":34105},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":30,"Number of independent voting members":30,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":528541,"Contributions":{"value":89472,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":89472,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":431588,"Total revenue":{"value":431588,"Applicant Program Fee":2850,"Gentry Scholarship":18000,"Initiation Fees":62900,"Luncheons & Dinners":347838},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":7481,"Investment income total":7481,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":469144,"Grant expense":{"value":36000,"Grants to domestic orgs":36000,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":433144,"Management services":123000,"Legal":0,"Accounting":1566,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":1488,"Office expenses":640,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":263492,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":1018,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":40529,"Sales Tax":21308,"Other Expenses":10134,"Printing and Publications":6986,"Postage and Shipping":2101},"All other expenses":1411},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":166993,"Non-interest bearing cash":820,"Savings and temp cash investments":164673,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1500},"Liabilities":{"value":1197,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":1197,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":165796,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.11237917209828566,"percentile":0.643805107283358},"Liabilities to Assets Ratio":{"score":0.007167965124286647,"percentile":0.5143615225659707},"Operating Reserve Ratio":{"score":0.3559525433555582,"percentile":0.1883745373877964},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.1622074280515374,"percentile":0.10374755462934479},"Revenue Growth":{"score":0.06306093214881081,"percentile":0.6573171725248338},"Asset Growth":{"score":-0.022446102332138868,"percentile":0.2376882870966268},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5136673001007755,"percentile":0.3567452733120643}},"source_xml":"202423389349300232_public.xml"},{"Organization":{"value":null,"Person":["THOMAS A BRINGARDNER JR","WILLIAM F ALLYN","THOMAS B WHEELER","MICHELE M CHURCH","DAVID A RISMILLER","MELVIN C SHORT JR","RICHARD S BODMAN","RICHARD J BORCHERS","DAWN LITCHFIELD BROWN","MARVIN L EASTON","ROBERT M FEERICK","TORREY N FOSTER","JOANN E FRAZER","JOHN D FUMAGALLI","ALAN M HORTON","VERNE G ISTOCK","JOHN F JOHNSON","CHRISTOPHER R W LEACH","MICHAEL S LEVISON","JAMES R LOZELLE","J RICHARD MUNRO","JAMES A PILON","RICHARD M ROGAN","LAURENCE FRANCIS ROONEY III","NED R SACHS","WILLIAM S STAVROPOULOS","EDWIN J STEDEM JR","LOUIS J TRAINA","ALLEN WEISS","SUZANNE P WILLIAMSON"],"Title":["PAST PRESIDE","PRESIDENT","PRESIDENT EL","VICE PRESIDE","SECRETARY","TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[1.0,3.0,2.0,2.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide a congenial meeting atmosphere for members to enjoy prominent speakers in fields such as academia, business, economics, finance, governments, health, international relations, media and the arts, science and technology.","year":2013,"name":"THE FORUM CLUB OF SOUTHWEST FLORIDA INC","phone":2394363574,"website":"WWW.THEFORUMCLUB.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WILLIAM F ALLYN PRESIDENT","year_formation":1985,"state_legal_domicile":"FL","total_volunteers":null,"tax_period_begin":"2013-05-01T00:00:00","tax_period_end":"2014-04-30T00:00:00","address":"1100 FIFTH AVENUE SOUTH ROOM/SUITE 201, NAPLES, FL, 34102, USA","city":"NAPLES","state":"FL","country":"USA","zip_code":34102},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":30,"Number of independent voting members":30,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":272945,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":272738,"Total revenue":{"value":272738,"LUNCHEONS & DINNERS":167364,"MEMBERSHIP DUES":105374},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":207,"Investment income total":207,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":257344,"Grant expense":{"value":13000,"Grants to domestic orgs":0,"Grants to domestic individuals":13000,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":244344,"Management services":82400,"Legal":0,"Accounting":1761,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":20236,"Information technology":737,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":138044,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":330,"Insurance":836,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":257344,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":131337,"Non-interest bearing cash":9444,"Savings and temp cash investments":121893,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":131337,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":1.0,"percentile":0.9996999186356569},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.05715803550165784,"percentile":0.5406628393665043},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":0.5103557883611042,"percentile":0.2554120550278391},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.8277716920192367,"percentile":0.9730526641659248}},"source_xml":"201412479349300511_public.xml"},{"Organization":{"value":null,"Person":["Joseph G Fogg III","Clark T Randt Jr","Susan S Jones","Christopher P Bray","Robert J Stucker","Verne G Istock","Lew F Allyn","Paul V Applegarth","William E Bindley","Carol B Boyd","Duncan J Cameron","Sheila A Clarke","Mark M Danni","Bob J Eaton","Adam C English","Michael K Farr","FRANK C FONTANA","ANNE RUSSELL FOSTER","Webb C Hayes","James P Johannsen","Ned C Lautenbach","Edward M Liddy","Ulla Norris","Garrett S Richter","L Patt Schneider","Kenton J Sicchitano","LOUIS A SIMPSON","ROSELYN S TRAVIS","MARJORIE H WEAVER","Elizabeth K Wessel"],"Title":["PRESIDENT","PRESIDENT-ELECT","VICE PRESIDENT","TREASURER","SECRETARY","PAST PRESIDENT","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[3.0,2.0,2.0,2.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide a congenial meeting atmosphere for members to enjoy prominent speakers in fields such as academia, business, economics, finance, governments, health, international relations,","year":2018,"name":"The Forum Club of Southwest Florida Inc","phone":2394363574,"website":"WWW.THEFORUMCLUB.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Christopher P Bray","year_formation":1985,"state_legal_domicile":"FL","total_volunteers":0,"tax_period_begin":"2018-05-01T00:00:00","tax_period_end":"2019-04-30T00:00:00","address":"3200 Bailey Lane, Naples, FL, 341058522, USA","city":"Naples","state":"FL","country":"USA","zip_code":341058522},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":30,"Number of independent voting members":30,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":274105,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":273424,"Total revenue":{"value":273424,"LUNCHEONS & DINNERS":170585,"MEMBERSHIP DUES":102739,"GENTRY SCHOLARSHIP":100},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":681,"Investment income total":681,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":304589,"Grant expense":{"value":15000,"Grants to domestic orgs":15000,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":289589,"Management services":105000,"Legal":0,"Accounting":761,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":11102,"Information technology":681,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":170943,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":227,"Insurance":875,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":15000,"Management And General Expenses":289589,"Fundraising Expenses":0}},"Assets":{"value":116261,"Non-interest bearing cash":15329,"Savings and temp cash investments":100666,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":266,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":116261,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.049246689801667166,"percentile":0.44479711277420186},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.11121285638715091,"percentile":0.2123165179544046},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":0.3816979602021084,"percentile":0.19993476493449513},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.5763461820585501,"percentile":0.025715487818776504},"Revenue Growth":{"score":0.0010175368205544398,"percentile":0.37437871848517756},"Asset Growth":{"score":-0.011086704353164709,"percentile":0.2765096260626041},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.43389913227518,"percentile":0.18021839527092226}},"source_xml":"201933209349300648_public.xml"},{"Organization":{"value":null,"Person":["MELVIN C SHORT","RICHARD S BODMAN","VERNE G ISTOCK","EDWIN J STEDEM JR","RICHARD J BORCHERS","MICHELLE M CHURCH","KIRT E ANDERSON","CECILE BORGESON","PETER G BOS","ROGER S BRUTTOMESSO","CLAY W CONE","CURT C EDWARDS","PAULINE T EIDE","ROBERT S EVANS","CURTIS FINCH JR","JOSEPH G FOGG III","FRANK C FONTANA","DOROTHY A GERRITY","BRADLEY L HEIGES","SUSAN S JONES","ROBERT A LEVY","JAMES R LOZELLE","J RICHARD MUNRO","MAUREEN ANN O'GORMAN","CLARK T RANDT JR"],"Title":["PRESIDENT","PRESIDENT-ELECT","VICE PRESIDENT","TREASURER","SECRETARY","PAST PRESIDENT","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[3.0,2.0,2.0,2.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[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],"Direct compensation":[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],"Other compensation":[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]},"Basic":{"value":null,"mission":"To provide a congenial meeting atmosphere for members to enjoy prominent speakers in fields such as academia, business, economics, finance, governments, health, international relations, media and the arts, science and technology.","year":2016,"name":"The Forum Club of Southwest Florida Inc","phone":2394363574,"website":"WWW.THEFORUMCLUB.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"SUSAN S JONES","year_formation":1985,"state_legal_domicile":"FL","total_volunteers":0,"tax_period_begin":"2016-05-01T00:00:00","tax_period_end":"2017-04-30T00:00:00","address":"3200 Bailey Lane, Naples, FL, 341058522, USA","city":"Naples","state":"FL","country":"USA","zip_code":341058522},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":30,"Number of independent voting members":30,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":280265,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":279933,"Total revenue":{"value":279933,"LUNCHEONS & DINNERS":172562,"MEMBERSHIP DUES":107371},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":332,"Investment income total":332,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":281305,"Grant expense":{"value":16000,"Grants to domestic orgs":16000,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":265305,"Management services":92500,"Legal":0,"Accounting":1261,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":10967,"Information technology":689,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":158825,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":227,"Insurance":836,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":16000,"Management And General Expenses":265305,"Fundraising Expenses":0}},"Assets":{"value":145108,"Non-interest bearing cash":2174,"Savings and temp cash investments":142214,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":720,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":145108,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.05687776612573541,"percentile":0.4451302232283116},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.0037107737320036392,"percentile":0.3758560525357375},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":0.5158386804358259,"percentile":0.2576382925792688},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.7017166078479083,"percentile":0.018518407439239555},"Revenue Growth":{"score":0.010267275097783572,"percentile":0.416286681611299},"Asset Growth":{"score":0.034478902931048605,"percentile":0.4646095815692771},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4804136157698102,"percentile":0.2755260947011459}},"source_xml":"201712519349300101_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["Gary Tice","James Barton","David Casper","Ronald Ciesla","Authur Collins Jr","Thomas Everist","Pauline Eide","Linda Flewelling","Mark Gerencser","James Johannsen","Roy Kapani","John Lawson","Richard Lenny","Jeanne Seewald","Bradley Heiges","Deborah Stewart","Janet Rathbun","Kenneth Reeves","Jamie Andersen","Francis Rooney","John Smarge","Joanne Wyss","Adria Starkey","Jay Stephens","William Strong","Ronald Riner","Inge Thulin","Robert Troth","Elizabeth Wessel","Leslie Frecon","Emily Budd"],"Title":["Director","Director","Director","Director","Director","Director","Treasurer","Director","Director","Director","Director","Director","Director","Director","Director","Director","Secretary","Director","Director","President","President-Elect","Director","Director","Director","Director","Vice President","Director","Director","Past President","Director","Executive Dir."],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide a congenial meeting atmosphere for members to enjoy prominent speakers in fields such as academia, business, economics, governments, health, international relations, media and the arts, science and technology.","year":2024,"name":"The Forum Club of Southwest Florida Inc","phone":2364363574,"website":"www.theforumclub.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1985,"state_legal_domicile":"FL","total_volunteers":25,"tax_period_begin":"2024-05-01T00:00:00","tax_period_end":"2025-04-30T00:00:00","address":"3200 Bailey Lane 199, Naples, FL, 34105, USA","city":"Naples","state":"FL","country":"USA","zip_code":34105},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":30,"Number of independent voting members":30,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":414806,"Contributions":{"value":87840,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":87840,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":316830,"Total revenue":{"value":316830,"Applicant Program Fee":2820,"Gentry Scholarship":19563,"Initiation Fees":43200,"Luncheons & Dinners":251247},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":10136,"Investment income total":10136,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":392513,"Grant expense":{"value":37350,"Grants to domestic orgs":37350,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":355163,"Management services":130000,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":1653,"Office expenses":601,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":197731,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":1001,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":23841,"Sales Tax":12547,"Printing and Publications":7794,"Postage and Shipping":2000,"Telephone":1500},"All other expenses":336},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":201308,"Non-interest bearing cash":0,"Savings and temp cash investments":199808,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1500},"Liabilities":{"value":13219,"Sum of Total Liabilities":0,"Accounts payable, accrued":13219,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":188089,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.053743195614335375,"percentile":0.5332478444177824},"Liabilities to Assets Ratio":{"score":0.06566554732052378,"percentile":0.3648626835979044},"Operating Reserve Ratio":{"score":0.51286963743876,"percentile":0.2564253407107429},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.17807616339989152,"percentile":0.09678097962212544},"Revenue Growth":{"score":0.058236070139100565,"percentile":0.6394065709907832},"Asset Growth":{"score":0.006473971897591415,"percentile":0.3470042141096274},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4932911818832599,"percentile":0.30539500674248354}},"source_xml":"202512399349300106_public.xml"},"sector":"","donation_categories":[],"zakat_policy":null},"error":null}