CEO FORUM INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CEO FORUM INC (EIN 20-2012491)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-19
IRS object ID
202322629349301217
Schema version
2022v5.0
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)
Return2023-09-19T13:17:27-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363990892PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Capin Crouse LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12435 Research Parkway STE 200AddressLine1Txt
CityColorado SpringsCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80920ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202012491EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CEO Forum IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCEOFBusinessNameControlTxt
Phone6829990327PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12840 Village Pkwy 100AddressLine1Txt
CityHighland VillageCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75077ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRichard S LytlePersonNm
Person TitleCEO/PresidentPersonTitleTxt
Phone6829990327PhoneNum
Signature2023-09-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRichardPersonFirstNm
Person LastLytlePersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAshley PeabodyPreparerPersonNm
PTINP01385870PTIN
Phone5055022746PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRichard S LytlePrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12840 Village Pkwy 100AddressLine1Txt
CityHighland VillageCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75077ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,449,708GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresstheceoforum.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionDisciple CEOs & Sr. Executives so every employee might be influenced by a Christ-following leader.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee21TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,455,367PYContributionsGrantsAmt
CY Contributions Grants$6,202,981CYContributionsGrantsAmt
PY Program Service Revenue$48,325PYProgramServiceRevenueAmt
CY Program Service Revenue$225,488CYProgramServiceRevenueAmt
PY Investment Income$3,122PYInvestmentIncomeAmt
CY Investment Income$20,689CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,506,814PYTotalRevenueAmt
CY Total Revenue$6,449,158CYTotalRevenueAmt
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$1,582,194PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,141,883CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$130,810CYTotalFundraisingExpenseAmt
PY Other Expenses$751,468PYOtherExpensesAmt
CY Other Expenses$1,182,260CYOtherExpensesAmt
PY Total Expenses$2,333,662PYTotalExpensesAmt
CY Total Expenses$3,324,143CYTotalExpensesAmt
PY Revenues Less Expenses$2,173,152PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,125,015CYRevenuesLessExpensesAmt
Total Assets BOY$4,400,157TotalAssetsBOYAmt
Total Assets EOY$8,560,931TotalAssetsEOYAmt
Total Liabilities BOY$139,930TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,175,689TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,260,227NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,385,242NetAssetsOrFundBalancesEOYAmt
MissionThe mission of CEO Forum is to disciple CEOs and senior executives of major corporations so every employee might be influenced by a Christ-following leader.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,949,630ExpenseAmt
Revenue$225,488RevenueAmt
DescThe CEO Forum seeks to achieve its stated purpose by various programs. Currently, over 330 individuals participate in the mentoring program, approximately 65 members participated in a "Spiritual Leadership Institute Class" which met 2 days over 24 separate sessions, approximately 130 participated in 20 regional events, over 85 attended the Entrust event for next generation key leaders. CEO Forum seeks to encourage, equip, and educate its members through programs and events, digital content, and ongoing, consistent, personal contact via office visits, phone calls, emails, texts, and handwritten notes.Desc
Total Program Service Expenses$2,949,630TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
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 AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
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
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document22IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee21EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
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 Members12GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
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
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Richard S LytleBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6829990327PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12840 Village Pkwy 100AddressLine1Txt
CityHighland VillageCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75077ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Richard Lytle
CEO/President60.00Yes (X)Yes (X)$158,638$0$133,341
Brandon Barnholt
Chairman3.00Yes (X)Yes (X)$0$0$0
Thomas Manenti
Vice Chairman1.00Yes (X)Yes (X)$0$0$0
Stephen Quinn
Director2.00Yes (X)$0$0$0
John Beckett
Director Emeritus1.00Yes (X)$0$0$0
Victor Warren
Director1.00Yes (X)$0$0$0
Lisa Nichols
Director1.00Yes (X)$0$0$0
Jeff McCall
Director1.00Yes (X)$0$0$0
Tracy Schmidt
Director/Audit Committee C1.00Yes (X)$0$0$0
Johanna Zeilstra part year
Director1.00Yes (X)$0$0$0
Dan Dye
Director1.00Yes (X)$0$0$0
Dennis Muilenburg
Director1.00Yes (X)$0$0$0
Debra Waller
Director1.00Yes (X)$0$0$0
Todd Bright
Treasurer & CFO10.00Yes (X)$59,952$0$0
David McQuiston
Founder40.00$119,200$0$66,800Yes (X)
Melissa Herrison
VP of Member engagement and Discipleship40.00$113,508$0$36,710Yes (X)
Stefano Elliot
VP of Member engagement and Discipleship40.00$107,043$0$25,905Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$558,341TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$262,756TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$6,202,981AllOtherContributionsAmt
Noncash Contributions$715,279NoncashContributionsAmt
Total Contributions$6,202,981TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEvents and EducationDesc
Business900099BusinessCd
Total Revenue Column$225,488TotalRevenueColumnAmt
Related Or Exempt Func Income$225,488RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$225,488TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,239TotalRevenueColumnAmt
Exclusion$20,239ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$1,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$550OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$450OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$450TotalRevenueColumnAmt
Exclusion$450ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,449,158TotalRevenueColumnAmt
Related Or Exempt Func Income$225,488RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$20,689ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$353,411TotalAmt
Program Services$255,016ProgramServicesAmt
Management And General$86,363ManagementAndGeneralAmt
Fundraising$12,032FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$232,744TotalAmt
Program Services$223,471ProgramServicesAmt
Management And General$9,273ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,241,274TotalAmt
Program Services$1,076,199ProgramServicesAmt
Management And General$80,725ManagementAndGeneralAmt
Fundraising$84,350FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$75,852TotalAmt
Program Services$66,749ProgramServicesAmt
Management And General$5,310ManagementAndGeneralAmt
Fundraising$3,793FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$159,957TotalAmt
Program Services$140,884ProgramServicesAmt
Management And General$9,455ManagementAndGeneralAmt
Fundraising$9,618FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$78,645TotalAmt
Program Services$69,185ProgramServicesAmt
Management And General$5,150ManagementAndGeneralAmt
Fundraising$4,310FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,885TotalAmt
Management And General$14,885ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$158,814TotalAmt
Program Services$141,467ProgramServicesAmt
Management And General$16,495ManagementAndGeneralAmt
Fundraising$852FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$97,767TotalAmt
Program Services$87,541ProgramServicesAmt
Management And General$3,919ManagementAndGeneralAmt
Fundraising$6,307FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$40,634TotalAmt
Program Services$36,037ProgramServicesAmt
Management And General$2,928ManagementAndGeneralAmt
Fundraising$1,669FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$88,747TotalAmt
Program Services$78,072ProgramServicesAmt
Management And General$5,811ManagementAndGeneralAmt
Fundraising$4,864FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$99,822TotalAmt
Program Services$99,368ProgramServicesAmt
Management And General$247ManagementAndGeneralAmt
Fundraising$207FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$638,076TotalAmt
Program Services$637,361ProgramServicesAmt
Management And General$292ManagementAndGeneralAmt
Fundraising$423FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$88TotalAmt
Program Services$77ProgramServicesAmt
Management And General$6ManagementAndGeneralAmt
Fundraising$5FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$37,430TotalAmt
Program Services$32,928ProgramServicesAmt
Management And General$2,451ManagementAndGeneralAmt
Fundraising$2,051FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,997TotalAmt
Program Services$5,275ProgramServicesAmt
Management And General$393ManagementAndGeneralAmt
Fundraising$329FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,324,143TotalAmt
Program Services$2,949,630ProgramServicesAmt
Management And General$243,703ManagementAndGeneralAmt
Fundraising$130,810FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,710,652BOYAmt
EOY$2,314,146EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,539,466BOYAmt
EOY$4,997,994EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$55,089BOYAmt
EOY$114,856EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$249,512LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$121,327LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$94,950BOYAmt
EOY$128,185EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,005,750EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,400,157BOYAmt
EOY$8,560,931EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$43,625BOYAmt
EOY$19,286EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$85,850BOYAmt
EOY$147,867EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$10,455BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,008,536EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$139,930BOYAmt
EOY$1,175,689EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,868,282BOYAmt
EOY$7,218,264EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$391,945BOYAmt
EOY$166,978EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,260,227BOYAmt
EOY$7,385,242EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,400,157BOYAmt
EOY$8,560,931EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,125,015ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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 A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,555,217CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,612,327CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,008,164CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,455,367CurrentTaxYearMinus1YearAmt
Current Tax Year$6,202,981CurrentTaxYearAmt
Total$16,834,056TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,555,217CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,612,327CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,008,164CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,455,367CurrentTaxYearMinus1YearAmt
Current Tax Year$6,202,981CurrentTaxYearAmt
Total$16,834,056TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,470,589SubstantialContributorsTotAmt
Public Support Total170$15,363,467PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,799CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,160CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,504CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,684CurrentTaxYearMinus1YearAmt
Current Tax Year$20,239CurrentTaxYearAmt
Total$39,386TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$12CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$200CurrentTaxYearMinus2YearsAmt
Total$212TotalAmt
FieldValueIRS element (for citing)
Total Support$16,873,654TotalSupportAmt
Gross Receipts Rltd Activities$786,058GrossReceiptsRltdActivitiesAmt
Public Support CY1700.91050PublicSupportCY170Pct
Public Support PY1700.97170PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10, Explanation of Other Income:FormAndLineReferenceDesc
ExplanationMisc Income - 2019 Amount: $ 12. 2020 Amount: $ 200.ExplanationTxt

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

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$118,240OtherCostOrOtherBasisAmt
Depreciation$42,119DepreciationAmt
Book Value$76,121BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$131,272OtherCostOrOtherBasisAmt
Depreciation$79,208DepreciationAmt
Book Value$52,064BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$128,185TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
Operating lease - right of use asset$997,343
Financing lease - right of use asset$8,407
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,005,750TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Operating lease obligation$1,000,063
Financing lease obligation$8,473
FieldValueIRS element (for citing)
Total Liability$1,008,536TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$6,449,158TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$6,449,158RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,449,158TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,324,143TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,324,143ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,324,143TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

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
Richard Lytle
CEO/President$157,642$0$0$0$996$0$25,200$0$109,620$0$293,458$0$0$0
David McQuiston
Founder$119,027$0$0$0$173$0$11,310$0$56,416$0$186,926$0$0$0
Melissa Herrison
VP of Member engagement and Disciple$113,380$0$0$0$128$0$0$0$37,723$0$151,231$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 1aFormAndLineReferenceDesc
ExplanationPursuant to Internal Revenue Code Section 107, ministerial housing allowances are provided for qualifying ministerial employees. This is not included in taxable compensation. All officers met the qualifications for and received a ministerial housing allowance during the tax year.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
David McQuiston
Founder$186,926Compensation and benefits0
Jeanne Lytle
Family member of CEO/President$45,818Compensation0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$715,279NoncashContributionsRptF990Amt
Method Of Determining RevenuesCost/share x # of sharesMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Column (b):FormAndLineReferenceDesc
ExplanationThe number of contributions represent the number of contributions received, not the number of items donated.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 Part V, Line 2a:CEO Forum does not file any W-2s as all employees are outsourced from a professional employment organization (PEO). The number reported on this line represents the number of employees the filing organizations leased from the PEO. CEO Forum reimburses the professional employment organization for the employees' compensation and the reimbursements are reported on 990 Part VII, Section A and 990 Part IX, Lines 5 10.
Form 990, Part VI, Section B, line 11bForm 990 was prepared by an independent CPA firm. The return was reviewed in detail by the finance team and then sent to the Board for their review before being filed with the IRS.
Form 990, Part VI, Section B, line 12cBoard members and officers are required to disclose potential conflicts of interest on an annual basis which are reviewed by the CEO/President. The finance and management teams monitor all transactions. Any potential conflicts of interest identified are brought to the board's attention, and the member with a conflict excuses himself from the decision making process. The remaining board members then vote to decide whether the transaction is in the best interests of the organization.
Form 990, Part VI, Section B, line 15The compensation committee, consisting of independent members of the board of directors, is responsible for determining compensation and benefits for the CEO/President and other corporate officers. In making their decisions, comparability data is referenced including compensation and benefits provided to individuals holding similar positions at similar organizations in similar geographic regions. All compensation related deliberations and decisions are recorded in communication with the CFO.
Form 990, Part VI, Section C, line 19The governing documents, conflict of interest policy, and finanical statements are available upon request.
Form 990, Part VII and Schedule J, Part II:Compensation reported in Part VII, column D and Schedule J, Part II, column B is the amount reported on the individual's W-2, box 1 or 5 (whichever amount is greater) per the IRS instructions. In the case of minister's compensation when box 5 of the W-2 is not applicable, box 1 compensation is used. Employee deferrals to qualified retirement plans are normally captured in box 5, not box 1 of Form W-2. For reporting purposes we have included the minister's retirement plan deferrals in Part VII, column F and Schedule J, Part II, column C.

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