2022-09-15T16:17:30-05:00 2021-10-31 420714325 RSM US LLP 1250 H STREET SUITE 700 WASHINGTON DC 20005 990 2020-11-01 205778912 CHIEF EXECUTIVES ORGANIZATION INC CHIE 2028131901 1825 K STREET NW NO 1450 WASHINGTON DC 20006 JENNIFER LEHMANN WENG PRESIDENT AND CEO 2028131901 2022-09-15 1 JENNIFER LEHMANN WENG 999009999 MEREDITH BELL P01696827 2022932200 2022-09-12 2 AAL1 IAL1 2020 2023-04-26 12:10:37Z CEO JENNIFER LEHMANN WENG 1825 K STREET NW NO 1450 WASHINGTON DC 20006 21406443 0 X WWW.CEO.ORG X 1958 DE TO FURTHER THE EXCHANGE AND DISSEMINATION OF IDEAS, EXPERIENCES, AND VALUES. 51 51 34 96 0 0 158675 841082 11290444 12041160 1228092 338466 1628447 33133 14305658 13253841 0 0 0 0 3415521 3296764 0 0 0 9423588 9031011 12839109 12327775 1466549 926066 18550199 26479096 10607316 16759186 7942883 9719910 X THE 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. 0 0 MEETINGS & 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. PUBLICATIONS: 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. DIGITAL 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. 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 34 1 0 0 0 0 1 1 0 0 0 X 51 51 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X FRANCIS SHAFER 2028131901 1825 K STREET NW NO 1450 WASHINGTON DC 20006 ANDREAS MADAUS INTERNATIONAL CHAIR OF THE BOARD 5.00 X X 0 0 0 JOHN ARNOLDY INTERNATIONAL CHAIR-ELECT 5.00 X X 0 0 0 ROLAND STURM SENIOR VICE CHAIR 5.00 X X 0 0 0 TIMOTHY P BROWN SENIOR VICE CHAIR-ELECT 5.00 X X 0 0 0 DAVID SUTTON INT'L MARKETING & COMMUNICATIONS CHAIR 5.00 X X 0 0 0 MARK BITZ INTERNATIONAL EDUCATION CHAIR 5.00 X X 0 0 0 DONALD BOLLINGER INTERNATIONAL EVENTS CHAIR 5.00 X X 0 0 0 JAMSHEED AMERI INTERNATIONAL MEMBERSHIP CHAIR 5.00 X X 0 0 0 CHARLES CRAWFORD INTERNATIONAL FINANCE CHAIR 5.00 X X 0 0 0 OMAR AL ASKARI DIRECTOR 5.00 X 0 0 0 AHMAD AL-SARI DIRECTOR 5.00 X 0 0 0 WILLIAM BISSO DIRECTOR 5.00 X 0 0 0 LAWRENCE BLOOMBERG DIRECTOR 5.00 X 0 0 0 HANS BOGH-SORENSEN DIRECTOR 5.00 X 0 0 0 PETER BOWE DIRECTOR 5.00 X 0 0 0 CRAIG BRANIGAN DIRECTOR 5.00 X 0 0 0 ALVARO COFINO DIRECTOR 5.00 X 0 0 0 CHRISTOPHER COOK DIRECTOR 5.00 X 0 0 0 JORGE DE LA GUARDIA DIRECTOR 5.00 X 0 0 0 RENATO DE GUZMAN DIRECTOR 5.00 X 0 0 0 MARTIN DE RITO DIRECTOR 5.00 X 0 0 0 MICHAEL DILLARD DIRECTOR 5.00 X 0 0 0 CHRISTOPHER DINSDALE DIRECTOR 5.00 X 0 0 0 EDUARD DUBBERS-ALBRECHT DIRECTOR 5.00 X 0 0 0 ZIAD EL-KHALIL DIRECTOR 5.00 X 0 0 0 NEIL EVERITT DIRECTOR 5.00 X 0 0 0 DAVID GREENE DIRECTOR 5.00 X 0 0 0 CORDIA HARRINGTON DIRECTOR 5.00 X 0 0 0 ERNEST HIGA DIRECTOR 5.00 X 0 0 0 GREGORY JONES DIRECTOR 5.00 X 0 0 0 ERIC JORGENSEN DIRECTOR 5.00 X 0 0 0 SUJIT KANORIA DIRECTOR 5.00 X 0 0 0 TADAHIRO KAWADA DIRECTOR 5.00 X 0 0 0 JOHN KOTTS DIRECTOR 5.00 X 0 0 0 ALLAN LIU DIRECTOR 5.00 X 0 0 0 JON LOVE DIRECTOR 5.00 X 0 0 0 CIDALIA LUIS-AKBAR DIRECTOR 5.00 X 0 0 0 MICHAEL MARGOLIS DIRECTOR 5.00 X 0 0 0 ISAAC MORGAN DIRECTOR 5.00 X 0 0 0 FRANZISKA MULLER TIBERINI DIRECTOR 5.00 X 0 0 0 ISABELLE NUSSLI DIRECTOR 5.00 X 0 0 0 PADRAIG O'CEIDIGH DIRECTOR 5.00 X 0 0 0 KEVIN PERKINS DIRECTOR 5.00 X 0 0 0 WILLIAM ROWLEY DIRECTOR 5.00 X 0 0 0 STEVEN SANSOM DIRECTOR 5.00 X 0 0 0 JOHN SMITH DIRECTOR 5.00 X 0 0 0 JAMES SOBECK DIRECTOR 5.00 X 0 0 0 GUY SPIER DIRECTOR 5.00 X 0 0 0 JAMES SPRADLEY DIRECTOR 5.00 X 0 0 0 ARNI THORSTEINSON DIRECTOR 5.00 X 0 0 0 CHRISTINE TORETTI DIRECTOR 5.00 X 0 0 0 FRANCIS SHAFER CHIEF FINANCIAL OFFICER 50.00 X 172171 0 53866 JENNIFER LEHMANN WENG PRESIDENT & CEO 50.00 X 410504 0 114074 STACY BAILINE ASSOCIATE DIRECTOR OF EVENTS 50.00 X 120000 0 14251 MARIA SHEFFLER DIRECTOR MEMBERSHIP 50.00 X 111728 0 26624 LEAH ROMERO DIRECTOR OF EDUCATION 50.00 X 127098 0 65860 NATALIE NOAKES DIRECTOR OF EVENTS 50.00 X 138896 0 9959 MARTIN GERICH DIRECTOR OF IT 50.00 X 125583 0 16204 1205980 0 300838 7 0 1 0 KERRY REICHS 3842 GARRISON STREET NW WASHINGTON DC 20016 MARKETING CONSULTING 117628 1 841082 841082 EXECUTIVE EDUCATION, SEMINARS & M 900099 6350200 6350200 MEMBERSHIP DUES 900099 5690960 5690960 12041160 314934 314934 8176134 8152602 23532 23532 23532 OTHER INCOME 900099 33133 33133 33133 13253841 12041160 0 371599 750614 2074396 155493 112584 203677 5860 59379 65444 237439 265403 577120 249737 470654 6150803 248918 187745 GLOBALIZATION & INTL SU 190950 GLOBAL WEBCASTS 112711 HEALTHNETWORK 62279 MARKETING & COMMUNICATI 49282 97287 12327775 3311 449 6322393 12073147 48922 228853 1501613 1591438 1694413 961871 957321 732542 9682261 11828289 34378 24378 18550199 26479096 1609725 1948958 8997591 14810228 10607316 16759186 X 7942883 9719910 7942883 9719910 18550199 26479096 X 926066 856332 -5371 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 581631 369917 211714 913039 469423 443616 199743 122531 77212 732542 14039358 856332 -5371 850961 13188397 65444 65444 13253841 12262331 0 12262331 65444 65444 12327775 PART XI, LINE 2D - OTHER ADJUSTMENTS: FOREIGN CURRENCY EXCHANGE -5,371. MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICE EDUCATIONAL EVENTS 2152699 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICE EDUCATIONAL EVENTS 8076 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICE EDUCATIONAL EVENTS 970082 EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICE EDUCATIONAL EVENTS 115376 NORTH AMERICA 0 1 PROGRAM SERVICE EDUCATIONAL EVENTS 48778 SOUTH AMERICA 0 0 PROGRAM SERVICE EDUCATIONAL EVENTS 52733 SOUTH ASIA 0 1 PROGRAM SERVICE EDUCATIONAL EVENTS 62547 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICE EDUCATIONAL EVENTS 4216 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICE EDUCATIONAL EVENTS 687865 0 5 0 0 0 5 3414507 687865 4102372 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 X X X X 0 0 0 JENNIFER LEHMANN WENG PRESIDENT & CEO 328833 0 79500 0 2171 0 81787 0 32287 0 524578 0 0 0 FRANCIS SHAFER CHIEF FINANCIAL OFFICER 155671 0 16500 0 0 0 31122 0 22744 0 226037 0 0 0 LEAH ROMERO DIRECTOR OF EDUCATION 116598 0 10500 0 0 0 26775 0 39085 0 192958 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE 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 7A DIRECTORS OF THE BOARD ARE ELECTED BY THE MEMBERSHIP AT ITS ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS 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 11B THE 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 12C A 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 15 FOR 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 19 THE 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.