CHIEF EXECUTIVES ORGANIZATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CHIEF EXECUTIVES ORGANIZATION INC (EIN 20-5778912)
Tax period
2020-11-01 to 2021-10-31
Filed
2022-09-15
IRS object ID
202242589349302029
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-09-15T16:17:30-05:00ReturnTs
Tax Period End2021-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11250 H STREET SUITE 700AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205778912EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHIEF EXECUTIVES ORGANIZATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHIEBusinessNameControlTxt
Phone2028131901PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11825 K STREET NW NO 1450AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER LEHMANN WENGPersonNm
Person TitlePRESIDENT AND CEOPersonTitleTxt
Phone2028131901PhoneNum
Signature2022-09-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJENNIFERPersonFirstNm
Person LastLEHMANN WENGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMEREDITH BELLPreparerPersonNm
PTINP01696827PTIN
Phone2022932200PhoneNum
Preparation2022-09-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1CEOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerJENNIFER LEHMANN WENGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11825 K STREET NW NO 1450AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$21,406,443GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.CEO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1958FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionTO FURTHER THE EXCHANGE AND DISSEMINATION OF IDEAS, EXPERIENCES, AND VALUES.ActivityOrMissionDesc
Voting Members Governing Body51VotingMembersGoverningBodyCnt
Voting Members Independent51VotingMembersIndependentCnt
Total Employee34TotalEmployeeCnt
Total Volunteers96TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$158,675PYContributionsGrantsAmt
CY Contributions Grants$841,082CYContributionsGrantsAmt
PY Program Service Revenue$11,290,444PYProgramServiceRevenueAmt
CY Program Service Revenue$12,041,160CYProgramServiceRevenueAmt
PY Investment Income$1,228,092PYInvestmentIncomeAmt
CY Investment Income$338,466CYInvestmentIncomeAmt
PY Other Revenue$1,628,447PYOtherRevenueAmt
CY Other Revenue$33,133CYOtherRevenueAmt
PY Total Revenue$14,305,658PYTotalRevenueAmt
CY Total Revenue$13,253,841CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,415,521PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,296,764CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$9,423,588PYOtherExpensesAmt
CY Other Expenses$9,031,011CYOtherExpensesAmt
PY Total Expenses$12,839,109PYTotalExpensesAmt
CY Total Expenses$12,327,775CYTotalExpensesAmt
PY Revenues Less Expenses$1,466,549PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$926,066CYRevenuesLessExpensesAmt
Total Assets BOY$18,550,199TotalAssetsBOYAmt
Total Assets EOY$26,479,096TotalAssetsEOYAmt
Total Liabilities BOY$10,607,316TotalLiabilitiesBOYAmt
Total Liabilities EOY$16,759,186TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,942,883NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,719,910NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE CHIEF EXECUTIVES ORGANIZATION, INC. IS A NOT-FOR-PROFIT MEMBERSHIP ORGANIZATION FOR CHIEF EXECUTIVES WHO ARE GRADUATE LEADERS FROM THE YOUNG PRESIDENTS ORGANIZATION. THE ORGANIZATION'S PRINCIPAL PURPOSES ARE TO FURTHER THE EXCHANGE AND DISSEMINATION OF IDEAS, EXPERIENCES, AND VALUES RELATING TO BUSINESS MANAGEMENT THROUGH CONTINUING EDUCATION AND IDEA EXCHANGE AND TO FOSTER THE IMPROVEMENT OF EXECUTIVE PRACTICES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescMEETINGS & SEMINARS: THE ORGANIZATION HAS A CAPPED MEMBERSHIP OF 2,000. MEETINGS AND SEMINARS ARE HELD THROUGHOUT THE YEAR IN ORDER TO BRING THESE MEMBERS TOGETHER FOR THE FURTHER EXCHANGE AND DISSEMINATION OF IDEAS AND INFORMATION RELATING TO FINANCE, ECONOMICS, AND OTHER GLOBAL ISSUES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescPUBLICATIONS: OTHER PROGRAMS THAT AID IN THE IMPROVEMENTS OF EXECUTIVE PRACTICES ARE THE PUBLICATIONS ISSUED BY THE ORGANIZATION DURING THE YEAR. THESE PUBLICATIONS INCLUDE MEMBER DIRECTORIES, SEMI-ANNUAL CEO COMPASS MAGAZINE AND EVENT CATALOGUES, AND PERIODIC EMAIL BROADCASTS. THE ORGANIZATION ALSO HAS A MEMBERS-ONLY WEB SITE CONTAINING PERTINENT INFORMATION ABOUT THE ORGANIZATION'S ACTIVITIES AND ALLOWS COMMUNICATION BETWEEN MEMBERS FROM ALL AROUND THE GLOBE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescDIGITAL EDUCATION: CEO PROVIDES A PORTFOLIO OF DIGITAL EDUCATION OFFERINGS TO ITS MEMBERS. DURING THE YEAR, OVER 120 LIVE VIRTUAL WEBCASTS WERE OFFERRED, WITH TOTAL COMBINED ATTENDANCE OF 6,383. DIGITAL OFFERINGS INCLUDE WORLD CLASS RESOURCES ON A SERIES OF TOPICS RANGING FROM GEO-POLITICAL, TECHNOLOGY, HEALTH, AND FINANCIAL. THE EXPANSION OF DIGITAL OFFERINGS PROVIDES ENHANCED LEARNING OPPORTUNITIES AND INCREASED MEMBERSHIP ENGAGEMENT.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document32IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee34EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members51GoverningBodyVotingMembersCnt
Independent Voting Member51IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRANCIS SHAFERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2028131901PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11825 K STREET NW NO 1450AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (58 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ANDREAS MADAUS
INTERNATIONAL CHAIR OF THE BOARD5.00Yes (X)Yes (X)$0$0$0
JOHN ARNOLDY
INTERNATIONAL CHAIR-ELECT5.00Yes (X)Yes (X)$0$0$0
ROLAND STURM
SENIOR VICE CHAIR5.00Yes (X)Yes (X)$0$0$0
TIMOTHY P BROWN
SENIOR VICE CHAIR-ELECT5.00Yes (X)Yes (X)$0$0$0
DAVID SUTTON
INT'L MARKETING & COMMUNICATIONS CHAIR5.00Yes (X)Yes (X)$0$0$0
MARK BITZ
INTERNATIONAL EDUCATION CHAIR5.00Yes (X)Yes (X)$0$0$0
DONALD BOLLINGER
INTERNATIONAL EVENTS CHAIR5.00Yes (X)Yes (X)$0$0$0
JAMSHEED AMERI
INTERNATIONAL MEMBERSHIP CHAIR5.00Yes (X)Yes (X)$0$0$0
CHARLES CRAWFORD
INTERNATIONAL FINANCE CHAIR5.00Yes (X)Yes (X)$0$0$0
OMAR AL ASKARI
DIRECTOR5.00Yes (X)$0$0$0
AHMAD AL-SARI
DIRECTOR5.00Yes (X)$0$0$0
WILLIAM BISSO
DIRECTOR5.00Yes (X)$0$0$0
LAWRENCE BLOOMBERG
DIRECTOR5.00Yes (X)$0$0$0
HANS BOGH-SORENSEN
DIRECTOR5.00Yes (X)$0$0$0
PETER BOWE
DIRECTOR5.00Yes (X)$0$0$0
CRAIG BRANIGAN
DIRECTOR5.00Yes (X)$0$0$0
ALVARO COFINO
DIRECTOR5.00Yes (X)$0$0$0
CHRISTOPHER COOK
DIRECTOR5.00Yes (X)$0$0$0
JORGE DE LA GUARDIA
DIRECTOR5.00Yes (X)$0$0$0
RENATO DE GUZMAN
DIRECTOR5.00Yes (X)$0$0$0
MARTIN DE RITO
DIRECTOR5.00Yes (X)$0$0$0
MICHAEL DILLARD
DIRECTOR5.00Yes (X)$0$0$0
CHRISTOPHER DINSDALE
DIRECTOR5.00Yes (X)$0$0$0
EDUARD DUBBERS-ALBRECHT
DIRECTOR5.00Yes (X)$0$0$0
ZIAD EL-KHALIL
DIRECTOR5.00Yes (X)$0$0$0
NEIL EVERITT
DIRECTOR5.00Yes (X)$0$0$0
DAVID GREENE
DIRECTOR5.00Yes (X)$0$0$0
CORDIA HARRINGTON
DIRECTOR5.00Yes (X)$0$0$0
ERNEST HIGA
DIRECTOR5.00Yes (X)$0$0$0
GREGORY JONES
DIRECTOR5.00Yes (X)$0$0$0
ERIC JORGENSEN
DIRECTOR5.00Yes (X)$0$0$0
SUJIT KANORIA
DIRECTOR5.00Yes (X)$0$0$0
TADAHIRO KAWADA
DIRECTOR5.00Yes (X)$0$0$0
JOHN KOTTS
DIRECTOR5.00Yes (X)$0$0$0
ALLAN LIU
DIRECTOR5.00Yes (X)$0$0$0
JON LOVE
DIRECTOR5.00Yes (X)$0$0$0
CIDALIA LUIS-AKBAR
DIRECTOR5.00Yes (X)$0$0$0
MICHAEL MARGOLIS
DIRECTOR5.00Yes (X)$0$0$0
ISAAC MORGAN
DIRECTOR5.00Yes (X)$0$0$0
FRANZISKA MULLER TIBERINI
DIRECTOR5.00Yes (X)$0$0$0
ISABELLE NUSSLI
DIRECTOR5.00Yes (X)$0$0$0
PADRAIG O'CEIDIGH
DIRECTOR5.00Yes (X)$0$0$0
KEVIN PERKINS
DIRECTOR5.00Yes (X)$0$0$0
WILLIAM ROWLEY
DIRECTOR5.00Yes (X)$0$0$0
STEVEN SANSOM
DIRECTOR5.00Yes (X)$0$0$0
JOHN SMITH
DIRECTOR5.00Yes (X)$0$0$0
JAMES SOBECK
DIRECTOR5.00Yes (X)$0$0$0
GUY SPIER
DIRECTOR5.00Yes (X)$0$0$0
JAMES SPRADLEY
DIRECTOR5.00Yes (X)$0$0$0
ARNI THORSTEINSON
DIRECTOR5.00Yes (X)$0$0$0
CHRISTINE TORETTI
DIRECTOR5.00Yes (X)$0$0$0
FRANCIS SHAFER
CHIEF FINANCIAL OFFICER50.00Yes (X)$172,171$0$53,866
JENNIFER LEHMANN WENG
PRESIDENT & CEO50.00Yes (X)$410,504$0$114,074
STACY BAILINE
ASSOCIATE DIRECTOR OF EVENTS50.00$120,000$0$14,251Yes (X)
MARIA SHEFFLER
DIRECTOR MEMBERSHIP50.00$111,728$0$26,624Yes (X)
LEAH ROMERO
DIRECTOR OF EDUCATION50.00$127,098$0$65,860Yes (X)
NATALIE NOAKES
DIRECTOR OF EVENTS50.00$138,896$0$9,959Yes (X)
MARTIN GERICH
DIRECTOR OF IT50.00$125,583$0$16,204Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,205,980TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$300,838TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KERRY REICHSBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line13842 GARRISON STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20016ZIPCd
FieldValueIRS element (for citing)
ServicesMARKETING CONSULTINGServicesDesc
Compensation$117,628CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$841,082GovernmentGrantsAmt
Total Contributions$841,082TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EXECUTIVE EDUCATION, SEMINARS & M900099$6,350,200$6,350,200
MEMBERSHIP DUES900099$5,690,960$5,690,960
FieldValueIRS element (for citing)
Total Program Service Revenue$12,041,160TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$314,934TotalRevenueColumnAmt
Exclusion$314,934ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$8,176,134SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$8,152,602SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$23,532SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,532TotalRevenueColumnAmt
Exclusion$23,532ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$33,133TotalRevenueColumnAmt
Exclusion$33,133ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$33,133OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,253,841TotalRevenueColumnAmt
Related Or Exempt Func Income$12,041,160RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$371,599ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$750,614TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,074,396TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$155,493TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$112,584TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$203,677TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,860TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$59,379TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$65,444TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$237,439TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$265,403TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$577,120TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$249,737TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$470,654TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,150,803TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$248,918TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$187,745TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
GLOBALIZATION & INTL SU$190,950
GLOBAL WEBCASTS$112,711
HEALTHNETWORK$62,279
MARKETING & COMMUNICATI$49,282

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$97,287TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$12,327,775TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,311BOYAmt
EOY$449EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,322,393BOYAmt
EOY$12,073,147EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$48,922BOYAmt
EOY$228,853EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,501,613BOYAmt
EOY$1,591,438EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,694,413LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$961,871LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$957,321BOYAmt
EOY$732,542EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,682,261BOYAmt
EOY$11,828,289EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$34,378BOYAmt
EOY$24,378EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,550,199BOYAmt
EOY$26,479,096EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,609,725BOYAmt
EOY$1,948,958EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$8,997,591BOYAmt
EOY$14,810,228EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,607,316BOYAmt
EOY$16,759,186EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,942,883BOYAmt
EOY$9,719,910EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,942,883BOYAmt
EOY$9,719,910EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,550,199BOYAmt
EOY$26,479,096EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$926,066ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$856,332NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$5,371OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$581,631OtherCostOrOtherBasisAmt
Depreciation$369,917DepreciationAmt
Book Value$211,714BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$913,039OtherCostOrOtherBasisAmt
Depreciation$469,423DepreciationAmt
Book Value$443,616BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$199,743OtherCostOrOtherBasisAmt
Depreciation$122,531DepreciationAmt
Book Value$77,212BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$732,542TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$14,039,358TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$856,332NetUnrealizedGainsInvstAmt
Other Revenue-$5,371OtherRevenueAmt
Revenue Not Reported$850,961RevenueNotReportedAmt
Revenue Subtotal$13,188,397RevenueSubtotalAmt
Investment Expenses Not Incld$65,444InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$65,444RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$13,253,841TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$12,262,331TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$12,262,331ExpensesSubtotalAmt
Investment Expenses Not Incld2$65,444InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$65,444ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$12,327,775TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART XI, LINE 2D - OTHER ADJUSTMENTS:FormAndLineReferenceDesc
ExplanationFOREIGN CURRENCY EXCHANGE -5,371.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICEEDUCATIONAL EVENTS$2,152,699
SUB-SAHARAN AFRICA00PROGRAM SERVICEEDUCATIONAL EVENTS$8,076
EUROPE (INCLUDING ICELAND & GREENLAND)01PROGRAM SERVICEEDUCATIONAL EVENTS$970,082
EAST ASIA AND THE PACIFIC02PROGRAM SERVICEEDUCATIONAL EVENTS$115,376
NORTH AMERICA01PROGRAM SERVICEEDUCATIONAL EVENTS$48,778
SOUTH AMERICA00PROGRAM SERVICEEDUCATIONAL EVENTS$52,733
SOUTH ASIA01PROGRAM SERVICEEDUCATIONAL EVENTS$62,547
RUSSIA AND NEIGHBORING STATES00PROGRAM SERVICEEDUCATIONAL EVENTS$4,216
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICEEDUCATIONAL EVENTS$687,865
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees5SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee5TotalEmployeeCnt
Subtotal Spent$3,414,507SubtotalSpentAmt
Continuation Spent$687,865ContinuationSpentAmt
Total Spent$4,102,372TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART III ACCOUNTING METHOD:FormAndLineReferenceDesc

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JENNIFER LEHMANN WENG
PRESIDENT & CEO$328,833$0$79,500$0$2,171$0$81,787$0$32,287$0$524,578$0$0$0
FRANCIS SHAFER
CHIEF FINANCIAL OFFICER$155,671$0$16,500$0$0$0$31,122$0$22,744$0$226,037$0$0$0
LEAH ROMERO
DIRECTOR OF EDUCATION$116,598$0$10,500$0$0$0$26,775$0$39,085$0$192,958$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS TWO CLASSES OF MEMBERS, (1) MEMBERS AND (2) HONORARY MEMBERS. MEMBERS OF THE ORGANIZATION SHALL BE FORMER LEADERS OF THE YOUNG PRESIDENTS ORGANIZATION (YPO), WHO REACHED THE AGE OF FORTY-EIGHT AND WHO HAVE BEEN RECOMMENDED FOR MEMBERSHIP BY THE MEMBERSHIP COMMITTEE. PROSPECTIVE MEMBERS MUST BE APPROVED BY THE BOARD OF DIRECTORS. HONORARY MEMBERS ARE EITHER FORMER MEMBERS OF THE YPO SELECTED FOR THEIR SINGULAR CONTRIBUTION TO CEO OR NON-YPO MEMBERS SELECTED FOR DISTINCTIVE ACCOMPLISHMENTS IN THEIR RESPECTIVE FIELDS.
FORM 990, PART VI, SECTION A, LINE 7ADIRECTORS OF THE BOARD ARE ELECTED BY THE MEMBERSHIP AT ITS ANNUAL MEETING.
FORM 990, PART VI, SECTION A, LINE 7BMEMBERS ARE ENTITLED TO VOTE ON ALL MATTERS RAISED AT MEETINGS OF THE MEMBERS OF THE ORGANIZATION. THE ANNUAL MEETING OF THE MEMBERS IS HELD AT THE SITE AND TIME OF AN EVENT HELD AT THE END OF THE FISCAL YEAR FOR THE PURPOSE OF ELECTING DIRECTORS AND TRANSACTING OTHER BUSINESS.
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION PROVIDES THE SECRETARY/TREASURER WITH A COPY OF THE FORM 990 AND IT WAS MADE AVAILABLE FOR REVIEW BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12CA QUESTIONNAIRE IS SENT ANNUALLY TO EVERY CEO BOARD MEMBER. THEY ARE ASKED A SERIES OF QUESTIONS INCLUDING WHETHER THEY HAVE A BUSINESS OR FAMILY RELATIONSHIP WITH ANY OTHER OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE OF THE ORGANIZATION. THEY ARE ALSO ASKED TO DESCRIBE ANY BUSINESS TRANSACTIONS, INCLUDING DOLLAR AMOUNT AND PERCENTAGE OF OWNERSHIP, MADE WITH THE CONFLICTING PARTY. ANY FAMILY MEMBERS WHO ARE EMPLOYED BY THE ORGANIZATION ARE ALSO DISCLOSED.
FORM 990, PART VI, SECTION B, LINE 15FOR THE PRESIDENT & CEO, COMPARABILITY DATA IS ANALYZED AND COMPENSATION IS RECOMMENDED BY THE COMPENSATION COMMITTEE, WHICH CONSISTS OF THE CURRENT INTERNATIONAL CHAIR, INTERNATIONAL CHAIR-ELECT, SENIOR VICE CHAIR, SENIOR VICE CHAIR-ELECT, SENIOR VICE-CHAIR ELECT-ELECT, AND THE CURRENT INTERNATIONAL FINANCE CHAIR, AND APPROVED BY THE EXECUTIVE COMMITTEE, WHICH MAY EXERCISE THE AUTHORITY OF THE BOARD IN THIS MATTER. A PERFORMANCE REVIEW IS CONDUCTED ANNUALLY, IMMEDIATELY FOLLOWING THE CLOSE OF THE FISCAL YEAR, BY THE COMPENSATION COMMITTEE AND APPROVED BY THE EXECUTIVE COMMITTEE. FOR SENIOR MANAGEMENT AND STAFF, THE PRESIDENT & CEO MAKES RECOMMMENDATIONS TO THE COMPENSATION COMMITTEE, WHO WILL THEN APPROVE, DISAPPROVE OR PROVIDE MODIFICATIONS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:FOREIGN CURRENCY EXCHANGE -5,371.
FORM 990, PART XII, LINE 2C:THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR.

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