2022-11-14T13:53:06-06:00 2021-12-31 363990892 Capin Crouse LLP 2435 Research Parkway STE 200 Colorado Springs CO 80920 990 2021-01-01 202012491 CEO Forum Inc CEOF 6829990327 2840 Village Pkwy 100 Highland Village TX 75077 Richard S Lytle CEO/President 6829990327 2022-11-14 1 Richard Lytle 999009999 Ashley Peabody P01385870 5055022746 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X Richard S Lytle 2840 Village Pkwy 100 Highland Village TX 75077 4565806 0 X theceoforum.org X 2004 DE Disciple CEOs & Sr. Executives so every employee might be influenced by a Christ-following leader. 12 11 19 45 0 0 3008164 4455367 131467 48325 1464 3122 200 0 3141295 4506814 0 0 0 0 1361177 1582194 0 0 95499 543622 751468 1904799 2333662 1236496 2173152 2207478 4400157 120403 139930 2087075 4260227 The 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. 0 0 2028837 48325 The CEO Forum seeks to achieve its stated purpose by various programs. Currently, over 323 individuals participate in the mentoring program, approximately 58 members participated in a "Spiritual Leadership Institute Class" which met 2 days over 24 separate sessions, approximately 125 participated in 20 regional events, over 85 attended the Entrust event for next generation key leaders, and over 100 attended weekly national webinars. 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. 2028837 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 14 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AR CA CT FL IL KY MA MN NC ND NH NJ PA SC TN WA WI X Richard S Lytle 6829990327 2840 Village Pkwy 100 Highland Village TX 75077 X Richard Lytle CEO/President 60.00 X X 151008 0 129577 Brandon Barnholt Chairman 3.00 X X 0 0 0 Thomas Manenti Vice Chairman 1.00 X X 0 0 0 Stephen Quinn Director 2.00 X 0 0 0 John Beckett Director Emeritus 1.00 X 0 0 0 Victor Warren Director 1.00 X 0 0 0 Lisa Nichols Director 1.00 X 0 0 0 Jeff McCall Director 1.00 X 0 0 0 Tracy Schmidt Director/Audit Committee Chair 1.00 X 0 0 0 Johanna Zeilstra Director 1.00 X 0 0 0 Dan Dye Director 1.00 X 0 0 0 Dennis Muilenburg Director 1.00 X 0 0 0 Todd Bright Treasurer & CFO 10.00 X 58200 0 0 David McQuiston Founder 40.00 X 110921 0 72572 320129 0 202149 2 0 1 0 0 194500 4260867 359603 4455367 Events and Education 900099 48325 48325 48325 4684 4684 57430 57238 1754 192 -1754 -1562 -1562 4506814 48325 0 3122 340401 245233 83598 11570 227010 221475 5535 933223 804419 66646 62158 24940 20551 2911 1478 2009 2009 54611 48468 3474 2669 14165 14165 119011 98017 20008 986 82598 73021 3575 6002 33223 29386 2170 1667 65586 57126 4784 3676 252264 251450 359 455 154576 153359 1 1216 2 2 20289 17672 1480 1137 5099 4441 372 286 Staff Development 2985 2651 189 145 Equipment purchases 1670 1566 59 45 2333662 2028837 209326 95499 1401443 2710652 718747 1539466 65792 55089 185203 90253 21496 94950 2207478 4400157 104493 43625 15910 85850 10455 120403 139930 X 1787075 3868282 300000 391945 2087075 4260227 2207478 4400157 2173152 0 X 0 1 X 1 0 X 1783014 1555217 1612327 3008164 4455367 12414089 1783014 1555217 1612327 3008164 4455367 12414089 328546 12085543 3471 5799 7160 1504 4684 22618 12 200 212 12436919 653384 0.97170 0.90050 X Schedule A, Part II, Line 10, Explanation of Other Income: Misc Income - 2019 Amount: $ 12. 2020 Amount: $ 200. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66179 34636 31543 119024 55617 63407 94950 4506814 0 4506814 0 4506814 2333662 0 2333662 0 2333662 X 1 1 X X X 0 0 0 0 0 0 0 0 0 Richard Lytle CEO/President 149599 0 0 0 1409 0 25200 0 105994 0 282202 0 0 0 David McQuiston Founder 110249 0 0 0 672 0 11105 0 62475 0 184501 0 0 0 Part I, Line 1a Pursuant 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. David McQuiston Founder 184501 Compensation and benefits 0 Jeanne Lytle Family member of CEO/President 41980 Compensation 0 X 6 359603 Cost/share x # of shares 0 0 1 0 Part I, Column (b): The number of contributions represent the number of contributions received, not the number of items donated. Form 990, Part VI, Section B, line 11b Form 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 12c Board 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 15 The 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 19 The governing documents, conflict of interest policy, and finanical statements are available upon request. Form 990, Part VII and Schedule J, Part II: The compensation reported on Form 990, Part VII and Schedule J, Part II is actually paid by a professional employment organization. CEO Forum "leases" these employees and in this way outsources the payroll process. The number of employees reported on Form 990, Part V, line 2a were the number of employees "leased" as of 12/31/2021.