2023-09-12T15:00:49-05:00 2022-10-31 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2021-11-01 205778912 CHIEF EXECUTIVES ORGANIZATION INC CHIE 2028131901 1825 K STREET NW 1450 WASHINGTON DC 20006 JENNIFER LEHMANN WENG PRESIDENT AND CEO 2028131901 2023-09-12 1 JENNIFER LEHMANN WENG XXX-XX-XXXX AARON M FOX P01365820 2028225000 2023-09-12 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z CEO JENNIFER LEHMANN WENG 1825 K STREET NW 1450 WASHINGTON DC 20006 26809306 0 X WWW.CEO.ORG X 1958 DE TO FURTHER THE EXCHANGE AND DISSEMINATION OF IDEAS, EXPERIENCES, AND VALUES. 45 45 31 110 0 0 841082 177302 12041160 18044830 338466 210660 33133 0 13253841 18432792 0 0 0 0 3296764 4087478 0 0 0 9031011 14032143 12327775 18119621 926066 313171 26479096 26958700 16759186 18905099 9719910 8053601 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 GLOBAL SEMINARS. MEMBERS HAVE ACCESS TO WORLD-CLASS FACULTY AND LEARNING OPPORTUNITIES, TAKING ADVANTAGE OF A UNIQUE, TAILORED-TO-CEO IMMERSIVE PROGRAMS. EDUCATION THROUGH AN ACTION APPROACH INCLUDES HANDS-ON EXCERCISES AND COLLABORATIVE TEAM-BASED ACTIVITIES FOR A TRULY IMPACTFUL LEARNING EXPERIENCE. CEO PROVIDES GLOBAL SEMINARS THROUGHOUT THE YEAR BRINGING MEMBERS TOGETHER 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 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, 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 CATALOGUES, 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 1 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 39 0 1 31 1 0 0 0 0 1 0 0 0 0 X 45 45 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 JOHN ARNOLDY INTERNATIONAL CHAIR OF THE BOARD 5.00 X X 0 0 0 ROLAND STURM INTERNATIONAL CHAIR-ELECT 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 NEIL EVERITT INTERNATIONAL MARKETING AND COMMUNICATIONS 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 HANS BOGH-SORENSEN DIRECTOR 5.00 X 0 0 0 PETER BOWE DIRECTOR 5.00 X 0 0 0 SCOTT CARLSON DIRECTOR 5.00 X 0 0 0 ALVARO COFINO DIRECTOR 5.00 X 0 0 0 JORGE DE LA GUARDIA DIRECTOR 5.00 X 0 0 0 MARTIN DE RITO 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 LAURA FRANCO HERNAIZ 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 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 ANDREAS MADAUS 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 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 STEVE SANSOM 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 ARNI THORSTEINSON DIRECTOR 5.00 X 0 0 0 CHRISTINE TORETTI DIRECTOR 5.00 X 0 0 0 JENNIFER LEHMANN WENG PRESIDENT & CEO 50.00 X 420554 0 107957 FRANCIS SHAFER CHIEF FINANCIAL OFFICER 50.00 X 179956 0 57587 LEAH ROMERO DIRECTOR, EDUCATION 50.00 X 170874 0 35073 MARIA SHEFFLER DIRECTOR, MEMBERSHIP 50.00 X 153655 0 17056 SABRIA FARHAT ASSOC DIR, MEMBERSHIP 50.00 X 146942 0 16821 MARY GRACE HATHAWAY MEYERS CHIEF OF STAFF 50.00 X 126500 0 13402 STEPHANIE WILHARM CONTROLLER 50.00 X 109610 0 5682 NATALIE NOAKES SENIOR EVENTS MANAGER / CONTRACTS MANAGER 50.00 X 101917 0 6653 STACY BALINE DIRECTOR, EVENTS 50.00 X 136000 0 33619 1546008 0 293850 9 0 1 0 0 177302 177302 EXECUTIVE EDUCATION, SEMINARS 900099 11841131 11841131 MEMBERSHIP DUES 900099 6203699 6203699 18044830 312371 312371 8274803 8375438 1076 -100635 -1076 -101711 -101711 18432792 18044830 0 210660 1214240 2503699 40526 87335 241678 18570 62730 71939 311582 406945 616139 256720 209348 11401684 262985 197118 COMMUNICATIONS 88429 WEBINARS 63812 HEALTHNETWORK 55440 MISCELLANEOUS 8702 18119621 449 1015 12073147 10239141 228853 61836 1591438 5033158 1747821 1219576 732542 528245 11828289 11016636 24378 78669 26479096 26958700 1948958 1525367 14810228 17055007 0 324725 16759186 18905099 X 9719910 8053601 9719910 8053601 26479096 26958700 X 313171 -1937238 -42242 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 581631 427898 153733 966447 647432 319015 199743 144246 55497 528245 DEFERRED COMP PLAN LIABILITIES 54291 DEFERRED RENT LIABILITY 158611 DEFERRED LEASE LIABILITY 111823 324725 X 16382449 -1937238 -42242 -1979480 18361929 71939 -1076 70863 18432792 18048758 1076 1076 18047682 71939 71939 18119621 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, 2022 AND 2021. MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES EDUCATIONAL EVENTS 1983239 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES EDUCATIONAL EVENTS 1051629 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 1 PROGRAM SERVICES EDUCATIONAL EVENTS 2422523 EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES EDUCATIONAL EVENTS 695836 NORTH AMERICA (WHICH INCLUDES CANADA AND MEXICO, BUT NOT THE U.S.) 0 1 PROGRAM SERVICES EDUCATIONAL EVENTS 386387 SOUTH ASIA 0 1 PROGRAM SERVICES EDUCATIONAL EVENTS 44636 0 5 0 0 0 5 6584250 0 6584250 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X X X 0 0 0 JENNIFER LEHMANN WENG PRESIDENT & CEO 379054 0 41500 0 0 0 77400 0 30557 0 528511 0 0 0 FRANCIS SHAFER CHIEF FINANCIAL OFFICER 159956 0 20000 0 0 0 31634 0 25953 0 237543 0 0 0 LEAH ROMERO DIRECTOR, EDUCATION 124874 0 46000 0 0 0 11110 0 23963 0 205947 0 0 0 MARIA SHEFFLER DIRECTOR, MEMBERSHIP 121155 0 32500 0 0 0 9204 0 7852 0 170711 0 0 0 STACY BALINE DIRECTOR, EVENTS 135000 0 1000 0 0 0 26160 0 7459 0 169619 0 0 0 SABRIA FARHAT ASSOC DIR, MEMBERSHIP 132942 0 14000 0 0 0 8817 0 8004 0 163763 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 ADJUSTMENT -42,242. FORM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR.