2024-09-13T09:33:12-05:00 2023-10-31 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2022-11-01 205778912 CHIEF EXECUTIVES ORGANIZATION INC CHIE 2028131901 1825 K STREET NW 1450 WASHINGTON DC 20006 JENNIFER LEHMANN WENG PRESIDENT AND CEO 2028131901 2024-09-13 1 1 AARON M FOX P01365820 2022274000 2024-09-13 2022 2024-08-08 14:25:15Z CEO JENNIFER LEHMANN WENG 1825 K STREET NW 1450 WASHINGTON DC 20006 34264020 0 X WWW.CEO.ORG X 1958 DE TO FURTHER THE EXCHANGE AND DISSEMINATION OF IDEAS, EXPERIENCES, AND VALUES. 43 43 31 153 -270 0 177302 0 18044830 24755224 210660 590773 0 0 18432792 25345997 0 0 0 0 4087478 4769594 0 0 0 14032143 19419188 18119621 24188782 313171 1157215 26958700 32219890 18905099 22839267 8053601 9380623 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 AND SEMINARS. CEO OFFERS A DYNAMIC EDUCATION EXPERIENCE THROUGH OUR ANNUAL AND ROTATING SERIES OF PROGRAMS WITH PREMIER UNIVERSITIES AND CURATED GLOBAL SEMINARS. MEMBERS HAVE ACCESS TO WORLD-CLASS FACULTY AND LEARNING OPPORTUNITIES, TAKING ADVANTAGE OF UNIQUE, TAILORED-TO-CEO IMMERSIVE PROGRAMS. AN EDUCATION THROUGH AN ACTION APPROACH INCLUDES HANDS-ON EXCERCISES AND COLLABORATIVE TEAM-BASED ACTIVITIES FOR A TRULY IMPACTFUL LEARNING EXPERIENCE. CEO ALSO BRINGS MEMBERS TOGETHER IN SAMLL GROUP FORUM SETTINGS, FOR UNIQUE EXPERIENTIAL LEARNING, FURTHERING EXCHANGE AND DISSEMINATION OF IDEAS, NETWORKING, AND UNPARALLELED OPPORTUNITIES TO ELEVATE LEADERSHIP SKILLS THROUGH EDUCATION. DIGITAL EDUCATION: CEO PROVIDES A PORTFOLIO OF DIGITAL EDUCATION OFFERINGS TO ITS MEMBERS. MEMBERS ARE INVITED TO PARTICPATE IN A SERIES OF APPROXIMATELY 50 ANNUAL WEBCASTS, OFFERING TANGIBLE TAKE-HOME VALUE. WEBCASTS FEATURE INCISIVE DIALOGUE WITH WORLD CLASS RESOURCES AND LEADING EXPERTS ON A VARIETY OF TOPICS RANGING FROM FINANCE, GEO-POLITICS, HEALTH, TECHNOLOGY, THE HUMANITIES, AND ECONOMIC OUTLOOKS. THE EXPANSION OF TOPICS INCREASES MEMBERSHIP ENGAGEMENT BY PROVIDING THE MEMBERSHIP WITH A UNIQUE OPPORTUNITY TO UNDERSTAND THE FORCES SHAPING THE WORLD. PUBLICATIONS AND WEBSITE COMMUNICATIONS: OTHER PROGRAMS THAT AID IN THE IMPROVEMENT OF EXECUTIVE PRACTICES ARE SEMI-ANNUAL PUBLICATIONS OF CEO COMPASS MAGAZINE, EVENT CATALOGUE, AND ELECTRONIC BULLETINS SPANNING A VARIETY OF EDUCATIONAL TOPICS, LEARNING OPPORTUNITIES, AND MEMBER NEWS. THE ORGANIZATION MAINTAINS A MEMBERS-ONLY WEBSITE FOR NETWORKING AND CONTAINS RELEVANT INFORMATION ABOUT THE ORGANIZATION'S ACTIVITIES, MEMBER BENEFITS, AND COMMUNICATIONS BETWEEN MEMBERS FROM AROUND THE GLOBE. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 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 59 0 1 31 1 0 0 0 0 1 0 0 0 0 X 43 43 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 1450 WASHINGTON DC 20006 ROLAND STURM INTERNATIONAL CHAIR OF THE BOARD 5.00 X X 0 0 0 TIMOTHY P BROWN SENIOR VICE CHAIR 5.00 X X 0 0 0 JAMSHEED AMERI SENIOR VICE CHAIR-ELECT AND INT'L MEMBERSHIP CHAIR 5.00 X X 0 0 0 JAMES KRALIK INTERNATIONAL EDUCATION CHAIR 5.00 X X 0 0 0 DONALD BOLLINGER INTERNATIONAL EVENTS CHAIR 5.00 X X 0 0 0 CHARLES CRAWFORD INTERNATIONAL FINANCE CHAIR 5.00 X X 0 0 0 JOHN ARNOLDY DIRECTOR 5.00 X 0 0 0 AHMAD AL-SARI 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 NASIR BUKHARI DIRECTOR 5.00 X 0 0 0 SCOTT CARLSON DIRECTOR 5.00 X 0 0 0 TIM DANIS DIRECTOR 5.00 X 0 0 0 JORGE DE LA GUARDIA DIRECTOR 5.00 X 0 0 0 LAURA FRANCO DIRECTOR 5.00 X 0 0 0 IBRAHIM GHATTAS DIRECTOR 5.00 X 0 0 0 RICHARD GRECO 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 HARRY HUI DIRECTOR 5.00 X 0 0 0 GREGORY JONES DIRECTOR 5.00 X 0 0 0 MURLI KADABA DIRECTOR 5.00 X 0 0 0 JOHN KOTTS DIRECTOR 5.00 X 0 0 0 PAM LIEBMAN DIRECTOR 5.00 X 0 0 0 ALLAN LIU DIRECTOR 5.00 X 0 0 0 ANDREAS MADAUS DIRECTOR 5.00 X 0 0 0 DAVID MALCOLM 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 STEVEN MYERS DIRECTOR 5.00 X 0 0 0 ISABELLE NUSSLI DIRECTOR 5.00 X 0 0 0 YATIN PATEL DIRECTOR 5.00 X 0 0 0 GRAEME PRIOR DIRECTOR 5.00 X 0 0 0 COLIN RUTHERFORD DIRECTOR 5.00 X 0 0 0 STEVE SANSOM DIRECTOR 5.00 X 0 0 0 TIM STOJKA DIRECTOR 5.00 X 0 0 0 ANTHONY STRANGE DIRECTOR 5.00 X 0 0 0 ISHWAR SUBRAMANIAN DIRECTOR 5.00 X 0 0 0 CHRISTOPHE SUCHY DIRECTOR 5.00 X 0 0 0 CHRISTINE TORETTI DIRECTOR 5.00 X 0 0 0 LUIS VIDAL DIRECTOR 5.00 X 0 0 0 JENNIFER LEHMANN WENG PRESIDENT & CEO 50.00 X 466174 0 114165 FRANCIS SHAFER CHIEF FINANCIAL OFFICER 50.00 X 192643 0 57036 STACY BALINE DIRECTOR, EVENTS 50.00 X 186333 0 19823 RICHARD LARIMER DIRECTOR, MARKETING 50.00 X 161433 0 10774 MARIA SHEFFLER DIRECTOR, MEMBERSHIP 50.00 X 158511 0 21654 LEAH ROMERO DIRECTOR, EDUCATION 50.00 X 146611 0 34102 MARY GRACE MEYES CHIEF OF STAFF 50.00 X 124333 0 13400 LAUREN BONE ASSOC DIR, EVENTS 50.00 X 111103 0 19322 ANDREA FRIES CONTROLLER 50.00 X 106982 0 8329 1654123 0 298605 9 0 1 0 THE BOARD OF TRUSTEES OF THE LELAND STAN 485 BROADWAY ST MAIL CODE 8838 REDWOOD CITY CA 94063 EDUCATIONAL SERVICES 654613 HEALTHNETWORK FOUNDATION 3550 LANDER ROAD SUITE 225 PEPPER PIKE OH 44124 MEMBER SERVICES 114170 DEANNA S SIBBALD 107 W MONROE AVE ALEXANDRIA VA 22301 CONSULTING 109500 3 EXECUTIVE EDUCATION, SEMINARS 900099 17447191 17447191 MEMBERSHIP DUES 900099 7308033 7308033 24755224 660415 -270 660685 8848381 8918023 -69642 -69642 -69642 25345997 24755224 -270 591043 1567401 2673308 150742 111580 266563 39880 62127 68199 456684 566068 622789 253049 176449 16340912 239326 383155 COMMUNICATIONS 122088 HEALTHNETWORK 58730 WEBINARS 28936 MISCELLANEOUS 796 24188782 1015 2949 10239141 15030820 61836 47760 5033158 4877167 1767319 1458902 528245 308417 9433155 10453201 1583481 973418 78669 526158 26958700 32219890 1525367 2053302 17055007 19521174 324725 1264791 18905099 22839267 X 8053601 9380623 8053601 9380623 26958700 32219890 X 1157215 242341 -72533 X X 0 1 X 1 0 0 1 0 581631 485879 95752 985945 807063 178882 199743 165960 33783 308417 DEFERRED COMP PLAN LIABILITIES 85558 DEFERRED LEASE LIABILITY 596153 DEFFERED EVENT CREDIT VOUCHER 583080 1264791 X 25447605 242341 -72533 169808 25277797 68199 68199 25345996 24120583 0 24120583 68199 68199 24188782 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, THE ORGANIZATION IS SUBJECT TO TAXES ON ITS UNRELATED BUSINESS ACTIVITIES, SHOULD ANY EXIST. THE ORGANIZATION HAD NO TAXABLE UNRELATED BUSINESS INCOME FOR THE YEARS ENDED OCTOBER 31, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: FOREIGN CURRENCY EXCHANGE -72,533. MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES EDUCATIONAL EVENTS 871423 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES EDUCATIONAL EVENTS 2333921 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 1 PROGRAM SERVICES EDUCATIONAL EVENTS 4626580 EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES EDUCATIONAL EVENTS 408068 NORTH AMERICA (WHICH INCLUDES CANADA AND MEXICO, BUT NOT THE U.S.) 0 1 PROGRAM SERVICES EDUCATIONAL EVENTS 553940 SOUTH ASIA 0 1 PROGRAM SERVICES EDUCATIONAL EVENTS 1913133 0 5 0 0 0 5 10707065 0 10707065 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X X X 0 0 0 JENNIFER LEHMANN WENG PRESIDENT & CEO 406174 0 60000 0 0 0 78300 0 35865 0 580339 0 60000 0 FRANCIS SHAFER CHIEF FINANCIAL OFFICER 172643 0 20000 0 0 0 30950 0 26086 0 249679 0 20000 0 STACY BALINE DIRECTOR, EVENTS 153333 0 33000 0 0 0 9693 0 10130 0 206156 0 18000 0 LEAH ROMERO DIRECTOR, EDUCATION 132111 0 14500 0 0 0 9770 0 24332 0 180713 0 0 0 MARIA SHEFFLER DIRECTOR, MEMBERSHIP 137511 0 21000 0 0 0 7879 0 13775 0 180165 0 0 0 RICHARD LARIMER DIRECTOR, MARKETING 146933 0 14500 0 0 0 9686 0 1088 0 172207 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 AND CEO, COMPARABILITY DATA IS ANAYLYZED AND COMEPSATION IS RECOMMENDED BY THE COMEPSATION COMMITTEE, WHICH CONSISTS OF THE CURRENT INTERNATIONAL CHAIR, INTERNATIONAL CHAIR-ELECT, SENIOR VICE CHAIR, SENIOR VICE CHAIR-ELECT, IMMIDIATE PAST INTERNATIONAL CHAIR, AND THE 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, IMMIDIATELY FOLLOWING THE CLOSE OF THE FISCAL YEAR, BY THE COMPENSATION COMMITTEE AND APPROVED BY THE EXECUTIVE COMMITTEE. FOR SENIOR MANAGEMENT AND STAFF, THE PRESICENT & CEO MAKES RECOMMENDATIONS TO THE COMPENSATION COMMITTEE, WHO WILL THEN APPROVE, DISAPPROVE, OR PROVIDE RECOMMENDATIONS. 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 ADJUSTMENT -72,533. FORM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR.