CHIEF EXECUTIVES ORGANIZATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CHIEF EXECUTIVES ORGANIZATION INC (EIN 20-5778912)
Tax period
2023-11-01 to 2024-10-31
Filed
2025-09-12
IRS object ID
202512559349301506
Schema version
2023v6.0
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)
Return2025-09-12T10:58:16-05:00ReturnTs
Tax Period End2024-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN881478669PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11899 L STREET NW 850AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205778912EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHIEF EXECUTIVES ORGANIZATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHIEBusinessNameControlTxt
Phone2028131901PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12112 PENNSYLVANIA AVENUE NW 510AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER LEHMANN WENGPersonNm
Person TitlePRESIDENT AND CEOPersonTitleTxt
Phone2028131901PhoneNum
Signature2025-09-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARA SMITHPreparerPersonNm
PTINP01332734PTIN
Phone2022274000PhoneNum
Preparation2025-09-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1CEOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerJENNIFER LEHMANN WENGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12112 PENNSYLVANIA AVENUE NW 510AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$38,751,501GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.CEO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1958FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionTO FURTHER THE EXCHANGE AND DISSEMINATION OF IDEAS, EXPERIENCES, AND VALUES.ActivityOrMissionDesc
Voting Members Governing Body40VotingMembersGoverningBodyCnt
Voting Members Independent40VotingMembersIndependentCnt
Total Employee40TotalEmployeeCnt
Total Volunteers153TotalVolunteersCnt
Total Gross UBI$230TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$24,755,224PYProgramServiceRevenueAmt
CY Program Service Revenue$33,972,175CYProgramServiceRevenueAmt
PY Investment Income$590,773PYInvestmentIncomeAmt
CY Investment Income$963,382CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$25,345,997PYTotalRevenueAmt
CY Total Revenue$34,935,557CYTotalRevenueAmt
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$4,769,594PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,700,349CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$19,419,188PYOtherExpensesAmt
CY Other Expenses$27,577,452CYOtherExpensesAmt
PY Total Expenses$24,188,782PYTotalExpensesAmt
CY Total Expenses$33,277,801CYTotalExpensesAmt
PY Revenues Less Expenses$1,157,215PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,657,756CYRevenuesLessExpensesAmt
Total Assets BOY$32,219,890TotalAssetsBOYAmt
Total Assets EOY$36,484,819TotalAssetsEOYAmt
Total Liabilities BOY$22,839,267TotalLiabilitiesBOYAmt
Total Liabilities EOY$23,549,331TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,380,623NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$12,935,488NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescMEETINGS 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescDIGITAL 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescPUBLICATIONS 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.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
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 Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
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
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document59IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee40EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
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 Members40GoverningBodyVotingMembersCnt
Independent Voting Member40IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
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
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonFRANCIS SHAFERPersonNm
Phone2028131901PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12112 PENNSYLVANIA AVENUE NW 510AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
TIMOTHY P BROWN
INTL CHAIR OF THE BOARD5.00Yes (X)Yes (X)$0$0$0
JAMSHEED AMERI
INTL CHAIR OF THE BOARD-ELECT5.00Yes (X)Yes (X)$0$0$0
JAMES KRALIK
INTL SR VICE CHAIR OF THE BOARD5.00Yes (X)Yes (X)$0$0$0
CHARLES CRAWFORD INTL FINANCE
CHAIR, SR VICE CHAIR-ELECT5.00Yes (X)Yes (X)$0$0$0
ISABELLE NUSSLI
INTL MEMBERSHIP CHAIR5.00Yes (X)Yes (X)$0$0$0
STEVE KAROL
INTL EDUCATION CHAIR5.00Yes (X)Yes (X)$0$0$0
JOHN ARNOLDY
INTL EVENTS CHAIR5.00Yes (X)Yes (X)$0$0$0
AHMAD AL-SARI
DIRECTOR5.00Yes (X)$0$0$0
PETER ARMSTRONG
DIRECTOR5.00Yes (X)$0$0$0
HANS BOGH-SORENSEN
DIRECTOR5.00Yes (X)$0$0$0
NASIR BUKHARI
DIRECTOR5.00Yes (X)$0$0$0
TIM DANIS
DIRECTOR5.00Yes (X)$0$0$0
ANDREAS DANNENBERG
DIRECTOR5.00Yes (X)$0$0$0
JORGE DE LA GUARDIA
DIRECTOR5.00Yes (X)$0$0$0
HELEN DRAGAS
DIRECTOR5.00Yes (X)$0$0$0
SAM DUBOC
DIRECTOR5.00Yes (X)$0$0$0
AARON FELDMAN
DIRECTOR5.00Yes (X)$0$0$0
IBRAHIM GHATTAS
DIRECTOR5.00Yes (X)$0$0$0
BILL GLUBIAK
DIRECTOR5.00Yes (X)$0$0$0
HARRY HUI
DIRECTOR5.00Yes (X)$0$0$0
GREGORY JONES
DIRECTOR5.00Yes (X)$0$0$0
MURLI KADABA
DIRECTOR5.00Yes (X)$0$0$0
JOHN KOTTS
DIRECTOR5.00Yes (X)$0$0$0
PAM LIEBMAN
DIRECTOR5.00Yes (X)$0$0$0
ALLAN LIU
DIRECTOR5.00Yes (X)$0$0$0
NATALIA LUIS
DIRECTOR5.00Yes (X)$0$0$0
ANDREAS MADAUS
DIRECTOR5.00Yes (X)$0$0$0
DAVID MALCOLM
DIRECTOR5.00Yes (X)$0$0$0
MICHAEL MARGOLIS
DIRECTOR5.00Yes (X)$0$0$0
RONNIE MORGAN
DIRECTOR5.00Yes (X)$0$0$0
YATIN PATEL
DIRECTOR5.00Yes (X)$0$0$0
GRAEME PRIOR
DIRECTOR5.00Yes (X)$0$0$0
ALES ROUDI
DIRECTOR5.00Yes (X)$0$0$0
COLIN RUTHERFORD
DIRECTOR5.00Yes (X)$0$0$0
TIM STOJKA
DIRECTOR5.00Yes (X)$0$0$0
ANTHONY STRANGE
DIRECTOR5.00Yes (X)$0$0$0
ROLLIE STURM
DIRECTOR5.00Yes (X)$0$0$0
CHRISTINE TORETTI
DIRECTOR5.00Yes (X)$0$0$0
LUIS VIDAL
DIRECTOR5.00Yes (X)$0$0$0
GAIL WARRIOR-SUCHY
DIRECTOR5.00Yes (X)$0$0$0
JENNIFER LEHMANN WENG
PRESIDENT & CEO50.00Yes (X)$532,482$0$177,242
FRANCIS SHAFER
CHIEF FINANCIAL OFFICER50.00Yes (X)$204,251$0$67,416
STACY BAILINE
DIRECTOR OF EVENTS50.00$196,417$0$22,576Yes (X)
RICHARD LARIMER
DIRECTOR OF MARKETING50.00$183,000$0$12,160Yes (X)
LEAH ROMERO
DIRECTOR OF EDUCATION50.00$174,220$0$39,431Yes (X)
MARY GRACE MEYERS
DIRECTOR OF MEMBERSHIP50.00$157,490$0$40,803Yes (X)
LAUREN BONE
ASSOC DIRECTOR OF EVENTS50.00$121,819$0$22,168Yes (X)
ANDREA FRIES
CONTROLLER50.00$121,500$0$9,819Yes (X)
NATALIE NOAKES SENIOR
PROCUREMENT AND EVENTS MGR50.00$134,311$0$7,437Yes (X)
CHELSEA THOMPSON
ASSOC DIRECTOR OF EDUCATION50.00$116,833$0$13,227Yes (X)
ROBERT SMITH
SR MEMBERSHIP SERVICES MGR50.00$113,400$0$10,845Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,055,723TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$423,124TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K13IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
STANFORD UNIVERSITY
655 KNIGHT WAY OFFICE OF EXECUTIVESTANFORDCA94305EDUCATION PROGRAM$621,496
DEANNA S SIBBALD
107 WEST MONROE AVENUEALEXANDRIAVA22301CONSULTING$122,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EXECUTIVE EDUCATION, SEMINARS900099$26,217,595$26,217,595
MEMBERSHIP DUES900099$7,754,580$7,754,580
FieldValueIRS element (for citing)
Total Program Service Revenue$33,972,175TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$995,837TotalRevenueColumnAmt
Unrelated Business Revenue$230UnrelatedBusinessRevenueAmt
Exclusion$995,607ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,783,489SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,815,944SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$32,455SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$32,455TotalRevenueColumnAmt
Related Or Exempt Func Income-$32,455RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$34,935,557TotalRevenueColumnAmt
Related Or Exempt Func Income$33,939,720RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$230UnrelatedBusinessRevenueAmt
Exclusion$995,607ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,762,210TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,279,473TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$151,718TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$184,453TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$322,495TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$37,705TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$78,306TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$65,328TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$481,298TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$751,650TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$815,313TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$259,512TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$233,531TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$23,930,451TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$239,082TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$330,417TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
INTERNATIONAL SOS$134,814
COMMUNICATIONS$116,677
HEALTHNETWORK$64,855
WEBINARS$33,196

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,317TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$33,277,801TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,949BOYAmt
EOY$1,032EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$15,030,820BOYAmt
EOY$17,379,323EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$47,760BOYAmt
EOY$130,680EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,877,167BOYAmt
EOY$4,658,668EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,804,923LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,696,817LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$308,417BOYAmt
EOY$108,106EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,453,201BOYAmt
EOY$12,848,452EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$973,418BOYAmt
EOY$959,765EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$526,158BOYAmt
EOY$398,793EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$32,219,890BOYAmt
EOY$36,484,819EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,053,302BOYAmt
EOY$2,768,867EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$19,521,174BOYAmt
EOY$19,538,015EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,264,791BOYAmt
EOY$1,242,449EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,839,267BOYAmt
EOY$23,549,331EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,380,623BOYAmt
EOY$12,935,488EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,380,623BOYAmt
EOY$12,935,488EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,219,890BOYAmt
EOY$36,484,819EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,657,756ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,159,522NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$262,413OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
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 C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House LobbyingYes (1)OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$581,631OtherCostOrOtherBasisAmt
Depreciation$543,860DepreciationAmt
Book Value$37,771BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$412,792OtherCostOrOtherBasisAmt
Depreciation$353,144DepreciationAmt
Book Value$59,648BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$810,500OtherCostOrOtherBasisAmt
Depreciation$799,813DepreciationAmt
Book Value$10,687BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$108,106TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DEFERRED COMP PLAN LIABILITIES$128,745
DEFERRED LEASE LIABILITY$265,004
DEFFERED EVENT CREDIT VOUCHER$848,700
FieldValueIRS element (for citing)
Total Liability$1,242,449TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$36,767,338TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,159,522NetUnrealizedGainsInvstAmt
Other Revenue-$262,413OtherRevenueAmt
Revenue Not Reported$1,897,109RevenueNotReportedAmt
Revenue Subtotal$34,870,229RevenueSubtotalAmt
Investment Expenses Not Incld$65,328InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$65,328RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$34,935,557TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$33,212,473TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$33,212,473ExpensesSubtotalAmt
Investment Expenses Not Incld2$65,328InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$65,328ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$33,277,801TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2024 AND 2023.
PART XI, LINE 2D - OTHER ADJUSTMENTS:FOREIGN CURRENCY TRANSLATION 46,489. LOSS ON CANCELLED EVENTS -308,902.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESEDUCATIONAL EVENTS$801,472
SUB-SAHARAN AFRICA00PROGRAM SERVICESEDUCATIONAL EVENTS$1,068,864
EUROPE (INCLUDING ICELAND AND GREENLAND)01PROGRAM SERVICESEDUCATIONAL EVENTS$9,355,439
EAST ASIA AND THE PACIFIC02PROGRAM SERVICESEDUCATIONAL EVENTS$4,083,062
NORTH AMERICA (WHICH INCLUDES CANADA AND MEXICO, BUT NOT THE U.S.)01PROGRAM SERVICESEDUCATIONAL EVENTS$145,045
SOUTH ASIA01PROGRAM SERVICESEDUCATIONAL EVENTS$1,074,429
SOUTH AMERICA00PROGRAM SERVICESEDUCATIONAL EVENTS$621,272
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees5SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee5TotalEmployeeCnt
Subtotal Spent$17,149,583SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$17,149,583TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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
JENNIFER LEHMANN WENG
PRESIDENT & CEO$472,482$0$60,000$0$0$0$137,300$0$39,942$0$709,724$0$60,000$0
FRANCIS SHAFER
CHIEF FINANCIAL OFFICER$185,751$0$18,500$0$0$0$38,210$0$29,206$0$271,667$0$18,500$0
STACY BAILINE
DIRECTOR OF EVENTS$171,417$0$25,000$0$0$0$11,785$0$10,791$0$218,993$0$0$0
LEAH ROMERO
DIRECTOR OF EDUCATION$149,220$0$25,000$0$0$0$11,490$0$27,941$0$213,651$0$0$0
MARY GRACE MEYERS
DIRECTOR OF MEMBERSHIP$147,490$0$10,000$0$0$0$34,449$0$6,354$0$198,293$0$0$0
RICHARD LARIMER
DIRECTOR OF MARKETING$158,000$0$25,000$0$0$0$10,980$0$1,180$0$195,160$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE 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 7ADIRECTORS OF THE BOARD ARE ELECTED BY THE MEMBERSHIP AT ITS ANNUAL MEETING.
FORM 990, PART VI, SECTION A, LINE 7BMEMBERS 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 11BTHE 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 12CA 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 15FOR 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 19THE 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 46,489. LOSS ON CANCELLED EVENT -308,902.
FORM 990, PART XII, LINE 2CTHE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR.

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