The Strategic Forum Inc

Nonprofit profile at a glance

EIN
273581892
IRS 990-EZ coverage
2012–2016
Forms available
Form 990-EZ 2016
Location
Miami, FL, USA
Phone
3052342797
Rating
41
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$109,801
Expenses
$108,133
Assets
$66,707
Liabilities
$39,123

Source: IRS Form 990-EZ. Selected filing: tax year 2016. Amounts in USD.

Leadership & pay

9 people listed

People named in this filing

  • JAY BERKOWITZ (DIRECTOR)
  • DAVID ETZLER (DIRECTOR)
  • LISA ROSS (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2016. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Strategic Forum is a professional association of CEOs, business leaders, and entrepreneurs who are dedicated to forming deep personal and business relationships with each other. This is accomplished through mutual respect and trust, and through continual learning, intellectual, and social environments.

What it reported doing in 2016

Business meetings of members with guest speakers and retreats with guest speakers

Operating model

Revenue model
Membership-supported. 95% of the money available for current operations came from membership dues.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 6
  • Transparency & Controls: 82
  • Sustainability: 42
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 9.1%; rating input score 9
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 1.5%; rating input score 40; 40th percentile among comparable filings
  • Total-asset coverage ratio: 0.62; rating input score 47; 47th percentile among comparable filings
  • Liabilities to assets ratio: 0.59; rating input score 12; 12th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 65; 65th percentile among comparable filings

Growth

  • Program expense growth: 11.8% per year; rating input score 100; 66th percentile among comparable filings
  • Revenue growth: -2.6% per year; rating input score 0; 18th percentile among comparable filings
  • Asset growth: 4.7% per year; rating input score 100; 46th percentile among comparable filings

Details

  • Where the money goes: 9.1% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 5 filing years from 2012 to 2016
  • Contacts: How to reach this organization
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 9/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 40/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 47/100.
  • High — Sustainability: Liabilities to assets ratio scored 12/100.