2021-09-15T12:53:15-05:00 2020-10-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2019-11-01 205778912 CHIEF EXECUTIVES ORGANIZATION INC CHIE 2028131901 1825 K STREET NO 1450 WASHINGTON DC 20006 JENNIFER LEHMANN WENG PRESIDENT & CEO 2028131901 2021-09-15 1 MEREDITH BELL P01696827 2022932200 2019 2022-09-23 18:48:47Z CEO JENNIFER LEHMANN WENG 1825 K STREET NO 1450 WASHINGTON DC 20006 22039964 0 X WWW.CEO.ORG X 1958 DE TO FURTHER THE EXCHANGE AND DISSEMINATION OF IDEAS, EXPERIENCES, AND VALUES. 52 52 43 110 0 -5546 0 158675 19456764 11290444 -4973 1228092 8727 1628447 19460518 14305658 0 0 0 0 3653534 3415521 0 0 0 15241204 9423588 18894738 12839109 565780 1466549 22376485 18550199 15210411 10607316 7166074 7942883 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, 135 LIVE VIRTUAL WEBCASTS WERE OFFERED WHICH INCLUDED WORLD CLASS RESOURCES ON A SERIES OF TOPICS RANGING FROM GEO-POLITICAL, TECHNOLOGY, HEALTH, AND FINANCIAL. THE EXPANSION OF THE DIGITAL OFFERINGS RESULTED IN ENHANCED LEARNING OPPORTUNITIES FOR THE MEMBERSHIP AND INCREASED 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 69 0 1 43 1 0 0 0 0 1 1 0 0 0 X 52 52 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X FRANCIS SHAFER 2028131901 1825 K STREET NO 1450 WASHINGTON DC 20006 CORDIA HARRINGTON INTERNATIONAL CHAIR OF THE BOARD 7.00 X X 0 0 0 ANDREAS MADAUS INTERNATIONAL CHAIR-ELECT 7.00 X X 0 0 0 JOHN ARNOLDY SENIOR VICE CHAIR-ELECT 7.00 X X 0 0 0 ROLAND STURM SENIOR VICE CHAIR-ELECT 7.00 X X 0 0 0 DAVID SUTTON INTERNATIONAL MARKETING & COMMUNICATIONS CHAIR 7.00 X X 0 0 0 MARK BITZ INTERNATIONAL EDUCATION CHAIR 7.00 X X 0 0 0 DONALD BOLLINGER INTERNATIONAL EVENTS CHAIR 7.00 X X 0 0 0 JAMSHEED AMERI INTERNATIONAL MEMBERSHIP CHAIR 7.00 X X 0 0 0 TIMOTHY P BROWN INTERNATIONAL FINANCE CHAIR 7.00 X X 0 0 0 AHMAD AL-SARI DIRECTOR 7.00 X 0 0 0 WILLIAM BISSO DIRECTOR 7.00 X 0 0 0 CARL BISTANY DIRECTOR 7.00 X 0 0 0 LAWRENCE BLOOMBERG DIRECTOR 7.00 X 0 0 0 PETER BOWE DIRECTOR 7.00 X 0 0 0 HANS BOGH-SORENSEN DIRECTOR 7.00 X 0 0 0 CRAIG BRANIGAN DIRECTOR 7.00 X 0 0 0 TIMOTHY T BROWN DIRECTOR 7.00 X 0 0 0 DAVIS CAMALIER DIRECTOR 7.00 X 0 0 0 JAY CLEVELAND DIRECTOR 7.00 X 0 0 0 CHARLES CRAWFORD DIRECTOR 7.00 X 0 0 0 JORGE DE LA GUARDIA DIRECTOR 7.00 X 0 0 0 RENATO DE GUZMAN DIRECTOR 7.00 X 0 0 0 MARTIN DE RITO DIRECTOR 7.00 X 0 0 0 MICHAEL DILLARD DIRECTOR 7.00 X 0 0 0 THANH DINH DIRECTOR 7.00 X 0 0 0 EDUARD DUBBERS-ALBRECHT DIRECTOR 7.00 X 0 0 0 ZIAD EL-KHALIL DIRECTOR 7.00 X 0 0 0 DAVID GREENE DIRECTOR 7.00 X 0 0 0 MICHAEL HENNEMAN DIRECTOR 7.00 X 0 0 0 ERNEST HIGA DIRECTOR 7.00 X 0 0 0 DEREK JOHANNSON DIRECTOR 7.00 X 0 0 0 PETER JUPP DIRECTOR 7.00 X 0 0 0 JOSEPH KAISER DIRECTOR 7.00 X 0 0 0 HIGGIN KIM DIRECTOR 7.00 X 0 0 0 JOHN KOTTS DIRECTOR 7.00 X 0 0 0 JON LOVE DIRECTOR 7.00 X 0 0 0 CIDALIA LUIS-AKBAR DIRECTOR 7.00 X 0 0 0 MICHAEL MARGOLIS DIRECTOR 7.00 X 0 0 0 FRANZISKA MULLER TIBERINI DIRECTOR 7.00 X 0 0 0 CHRIS MURPHY DIRECTOR 7.00 X 0 0 0 NANETTE NOLAND DIRECTOR 7.00 X 0 0 0 EDUARDO PACHECO DIRECTOR 7.00 X 0 0 0 KEVIN PERKINS DIRECTOR 7.00 X 0 0 0 WILLIAM ROWLEY DIRECTOR 7.00 X 0 0 0 STEVEN SANSOM DIRECTOR 7.00 X 0 0 0 DANIEL SCHWARTZ DIRECTOR 7.00 X 0 0 0 JOHN SMITH DIRECTOR 7.00 X 0 0 0 JAMES SOBECK DIRECTOR 7.00 X 0 0 0 GUY SPIER DIRECTOR 7.00 X 0 0 0 JAMES SPRADLEY DIRECTOR 7.00 X 0 0 0 ARNI THORSTEINSON DIRECTOR 7.00 X 0 0 0 JEFFREY WANDELL DIRECTOR 7.00 X 0 0 0 JENNIFER LEHMANN WENG PRESIDENT & CEO 50.00 X 330040 0 104248 FRANCIS SHAFER CHIEF FINANCIAL OFFICER 50.00 X 152498 0 34448 NATALIE NOAKES DIRECTOR OF EVENTS 50.00 X 172123 0 10887 LEAH ROMERO DIRECTOR OF EDUCATION 50.00 X 132106 0 26204 MARIA SHEFFLER DIRECTOR MEMBERSHIP 50.00 X 114209 0 14840 STACY BAILINE ASSOCIATE DIRECTOR OF EVEN 50.00 X 115417 0 12628 MARISA PREUSS DIRECTOR OF MARCOM 50.00 X 111995 0 12078 1128388 0 215333 7 0 1 0 BELVEDERE HOTEL PARTNERSHIP 9882 SOUTH SANTA MONICA BLVD BEVERLY HILLS CA 10025 HOTEL 154624 PROSOURCING PARTNERS LLC 8330 BOONE BLVD VIENNA VA 22182 CONSULTING SERVICES 122175 2 158675 158675 EXECUTIVE EDUCATION, SEMINARS & M 900099 5714372 5714372 MEMBERSHIP DUES 900099 5576072 5576072 11290444 264707 264707 8697691 7734306 963385 963385 963385 INSURANCE CLAIM REVENUE 900099 1606247 1606247 OTHER INCOME 900099 22200 22200 1628447 14305658 11290444 0 2856539 812218 1987058 218254 171679 226312 9154 74222 49502 234731 286584 556404 275539 2425307 4810706 236954 166926 MEMBERSHIP SERVICES 120548 GLOBALIZATION & INT'L 75033 COMPASS 31045 DUES & SUBSCRIPTIONS 24877 46056 12839109 2580 3311 5009695 6322393 44712 48922 5091304 1501613 1670274 712953 1018619 957321 11175197 9682261 34378 34378 22376485 18550199 1142112 1609725 14068299 8997591 15210411 10607316 X 7166074 7942883 7166074 7942883 22376485 18550199 X 1466549 -641694 -48046 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 581631 463545 118086 1088643 249408 839235 957321 13566416 -641694 -48046 -689740 14256156 49502 49502 14305658 12789607 0 12789607 49502 49502 12839109 PART XI, LINE 2D - OTHER ADJUSTMENTS: FOREIGN CURRENCY EXCHANGE -48,046. MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICE EDUCATIONAL EVENTS 68066 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICE EDUCATIONAL EVENTS 111139 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 1 PROGRAM SERVICE EDUCATIONAL EVENTS 661465 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 2 PROGRAM SERVICE EDUCATIONAL EVENTS 2132419 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 1 PROGRAM SERVICE EDUCATIONAL EVENTS 18276 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, FRENC 0 0 PROGRAM SERVICE EDUCATIONAL EVENTS 782335 0 4 0 0 0 4 3773700 0 3773700 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 X X X X 0 0 0 JENNIFER LEHMANN WENG PRESIDENT & CEO 296492 0 31500 0 2048 0 78881 0 31692 0 440613 0 0 0 FRANCIS SHAFER CHIEF FINANCIAL OFFICER 152498 0 0 0 0 0 16500 0 18941 0 187939 0 0 0 NATALIE NOAKES DIRECTOR OF EVENTS 156473 0 15650 0 0 0 10362 0 1181 0 183666 0 0 0 LEAH ROMERO DIRECTOR OF EDUCATION 115606 0 16500 0 0 0 8973 0 23112 0 164191 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 POSITION TITLES OF OFFICERS OF THE CORPORATION WERE CHANGED. 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 -48,046. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR.