Nonprofit · EIN 47-1154425
FINANCIAL FORUM
Tax-exempt (reinstated) · WALNUT CREEK, CA 94595
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $9,630 | $6,720 | $2,910 | $9,567 | $0 | $9,567 |
| May 31, 2025 | 990-PF | $9,380 | $6,982 | $2,398 | $6,657 | $0 | $6,657 |
| May 31, 2024 | 990-PF | $7,010 | $6,419 | $591 | $4,259 | $0 | $4,259 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Contributions, gifts and grants
- $2,605
- Other income
- $7,025
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $6,720
Balance sheet and other
- Total assets, start of year
- $6,657
- Total assets, end of year
- $9,567
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,567
- Fair market value of assets
- $9,567
- Qualifying distributions
- $6,720
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH HOFFMAN 1001 GOLDEN RAIN ROAD, WALNUT CREEK, CA 94595 | PRESIDENT | 10 | $0 |
| DAN RING 1001 GOLDEN RAIN ROAD, WALNUT CREEK, CA 94595 | TREASURER | 1 | $0 |
| KATHRYN RILEY 1001 GOLDEN RAIN ROAD, WALNUT CREEK, CA 94595 | CO-MEMBERSHI | 1 | $0 |
990-PF for the year ended May 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH HOFFMAN 3301 TICE CREEK DRIVE 7, WALNUT CREEK, CA 94595 | PRESIDENT | 10 | $0 |
| DONALD MINTZ 4308 TERRA GRANADA 3B, WALNUT CREEK, CA 94595 | TREASURER | 1 | $0 |
| KATHRYN RILEY 1900 GOLDEN RAIN ROAD 4, WALNUT CREEK, CA 94595 | CO-MEMBERSHI | 1 | $0 |
990-PF for the year ended May 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH HOFFMAN 3301 TICE CREEK DRIVE 7, WALNUT CREEK, CA 94595 | PRESIDENT | 10 | $0 |
| DONALD MINTZ 4308 TERRA GRANADA 3B, WALNUT CREEK, CA 94595 | TREASURER | 1 | $0 |
| KATHRYN RILEY 1900 GOLDEN RAIN ROAD 4, WALNUT CREEK, CA 94595 | CO-MEMBERSHI | 1 | $0 |
| LINDA MORRIS 2816 SAKLAN INDIAN DR, WALNUT CREEK, CA 94595 | COMBR TO9/23 | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3301 TICE CREEK DR APT 7, WALNUT CREEK, CA 94595-3727
- Signed the 990-PF
- JOSEPH HOFFMAN, PRESIDENT
- Phone
- (925) 954-7912
- Return prepared by
- MARJTAX INCORPORATED
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-1154425
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2017
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $9,567
- Income (IRS master file)
- $9,630
Revocation and reinstatement
- Exemption revoked
- October 15, 2016
- Posted by the IRS
- September 26, 2017
- Reinstated
- Effective October 15, 2016
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | – | – | – | IRS |
| 990-PF | May 2025 | – | – | – | IRS |
| 990-PF | May 2024 | $7,010 | $6,419 | $4,259 | IRS |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2020 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about FINANCIAL FORUM
- What is the EIN of FINANCIAL FORUM?
- The employer identification number (EIN) of FINANCIAL FORUM is 47-1154425.
- Is FINANCIAL FORUM tax-exempt?
- Yes. The IRS revoked its exemption on October 15, 2016 and reinstated it effective October 15, 2016.
- Are donations to FINANCIAL FORUM tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FINANCIAL FORUM file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FINANCIAL FORUM due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FINANCIAL FORUM last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of FINANCIAL FORUM?
- The 990-PF for the year ended May 31, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does FINANCIAL FORUM have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $9,630, expenses of $6,720 and total assets of $9,567 at year end.
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