Question 1

Is Financial Forum a tax-exempt 501(c)(3)?

Accepted Answer

Yes — Financial Forum is recognised by the IRS as a 501(c)(3) organisation (EIN 47-1154425). The IRS recognised Financial Forum as tax-exempt in September 2017.

Question 2

What is Financial Forum's EIN?

Accepted Answer

Financial Forum's Employer Identification Number (EIN) is 47-1154425. The EIN was assigned by the IRS in September 2017. Donors and grantmakers use the EIN to verify tax-exempt status with the IRS.

Question 3

What does Financial Forum do?

Accepted Answer

Financial Forum monthly speaker events provide Financial education for our 400 members. The topics include trust and estate planning, long term care insurance, etc.

Question 4

Where is Financial Forum located?

Accepted Answer

Financial Forum is located at 3301 Tice Creek DR APT 7, Walnut Creek, CA, 94595.

Question 5

When was Financial Forum founded or recognised by the IRS?

Accepted Answer

Financial Forum was recognised by the IRS as a tax-exempt organisation in September 2017. The IRS ruling date is the earliest authoritative date available for most US nonprofits.

Question 6

What is Financial Forum's annual revenue?

Accepted Answer

On its most recent Form 990 (fiscal year 2024), Financial Forum reported $9K in total revenue and $7K in total expenses.

Question 7

Has Financial Forum been auto-revoked by the IRS?

Accepted Answer

No — Financial Forum (EIN 47-1154425) does not appear on the IRS Auto-Revocation List. Givalgo Discover cross-references the IRS Auto-Revocation List on every profile load; if status changes, this page reflects it.

Question 8

Is Financial Forum listed in IRS Publication 78?

Accepted Answer

Yes — Financial Forum is listed in IRS Publication 78 as an organisation eligible to receive tax-deductible charitable contributions. Pub 78 status is the canonical IRS signal that donations to an org are deductible.

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Financial Forum

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