CEO FORUM INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CEO FORUM INC (EIN 20-2012491)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-24
- IRS object ID
- 201901449349300210
- Schema version
- 2018v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-24T11:16:50-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363990892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2435 Research Parkway STE 200 | AddressLine1Txt |
| City | Colorado Springs | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202012491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CEO Forum Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CEOF | BusinessNameControlTxt |
| Phone | 7193599350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4431 Long Prairie Rd No 300 | AddressLine1Txt |
| City | Flower Mound | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard S Lytle | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 7193599350 | PhoneNum |
| Signature | 2019-05-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ashley Peabody | PreparerPersonNm |
| PTIN | P01385870 | PTIN |
| Phone | 7195286225 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 139.146.132.42 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-24 | IPDt |
| IP Tm | 12:16:42 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 350FE1E716C3D49CF7DCFFC9F13DBC0748B74324 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 735EFAA99066049919777E44649FCD26C6589864 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | Richard S Lytle | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4431 Long Prairie Rd No 300 | AddressLine1Txt |
| City | Flower Mound | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,774,081 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | theceoforum.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | Disciple CEOs & Sr. Executives so every employee might be influenced by a Christ-following leader. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 104 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,783,014 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,555,217 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $92,814 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $162,828 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,471 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,049 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,879,299 | PYTotalRevenueAmt |
| CY Total Revenue | $1,722,094 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $50 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,119,772 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,221,270 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $14,325 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $749,681 | PYOtherExpensesAmt |
| CY Other Expenses | $703,293 | CYOtherExpensesAmt |
| PY Total Expenses | $1,869,503 | PYTotalExpensesAmt |
| CY Total Expenses | $1,924,563 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,796 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$202,469 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,434,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,356,313 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $174,900 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $249,392 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,259,390 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,106,921 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,757,034 | ExpenseAmt |
| Revenue | $162,828 | RevenueAmt |
| Desc | See Schedule O for program service description. | Desc |
| Total Program Service Expenses | $1,757,034 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard S Lytle | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7193599350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4431 Long Prarie Rd | AddressLine1Txt |
| City | Flower Mound | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Brandon Barnholt | |||||||
| Chairman | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mark Albers | |||||||
| Vice Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Richard Lytle | |||||||
| CEO/President | 60.00 | Yes (X) | Yes (X) | $263,394 | $0 | $51,799 | |
| John Aden | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jim Lindemann | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Chuck Morgan | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John Beckett | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jose' Zeilstra | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Cheryl Bachelder | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Stephen Quinn | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jon Rolph | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Lisa Nichols | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas Manenti | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dawn Frager Board Treasurer | |||||||
| Dir of Financial Operations | 20.00 | Yes (X) | $68,094 | $0 | $4,085 | ||
| David McQuiston | |||||||
| Founder | 40.00 | $163,711 | $0 | $12,962 | Yes (X) | ||
| Brent Garrison | |||||||
| VP of Education | 40.00 | $156,060 | $0 | $6,000 | Yes (X) | ||
| Will Herring | |||||||
| Director of CEO Relations | 40.00 | $118,311 | $0 | $22,036 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $769,570 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $96,882 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,555,217 | AllOtherContributionsAmt |
| Noncash Contributions | $30,567 | NoncashContributionsAmt |
| Total Contributions | $1,555,217 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Events and Education | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $162,828 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $162,828 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $162,828 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,799 | TotalRevenueColumnAmt |
| Exclusion | $5,799 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,237 | SecuritiesAmt |
| Other | $2,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,026 | SecuritiesAmt |
| Other | $4,961 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,211 | SecuritiesAmt |
| Other | -$2,961 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,750 | TotalRevenueColumnAmt |
| Exclusion | -$1,750 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,722,094 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $162,828 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,049 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,699 | TotalAmt |
| Program Services | $313,802 | ProgramServicesAmt |
| Management And General | $74,930 | ManagementAndGeneralAmt |
| Fundraising | $3,967 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,659 | TotalAmt |
| Program Services | $34,659 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $638,706 | TotalAmt |
| Program Services | $609,643 | ProgramServicesAmt |
| Management And General | $25,928 | ManagementAndGeneralAmt |
| Fundraising | $3,135 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,929 | TotalAmt |
| Program Services | $21,655 | ProgramServicesAmt |
| Management And General | $246 | ManagementAndGeneralAmt |
| Fundraising | $28 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,707 | TotalAmt |
| Program Services | $52,649 | ProgramServicesAmt |
| Management And General | $4,819 | ManagementAndGeneralAmt |
| Fundraising | $239 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,570 | TotalAmt |
| Program Services | $67,746 | ProgramServicesAmt |
| Management And General | $7,340 | ManagementAndGeneralAmt |
| Fundraising | $484 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,440 | TotalAmt |
| Management And General | $12,440 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,486 | TotalAmt |
| Program Services | $75,020 | ProgramServicesAmt |
| Management And General | $12,516 | ManagementAndGeneralAmt |
| Fundraising | $2,950 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,186 | TotalAmt |
| Program Services | $42,238 | ProgramServicesAmt |
| Management And General | $3,947 | ManagementAndGeneralAmt |
| Fundraising | $1 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,824 | TotalAmt |
| Program Services | $24,196 | ProgramServicesAmt |
| Management And General | $2,628 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,737 | TotalAmt |
| Program Services | $33,063 | ProgramServicesAmt |
| Management And General | $3,674 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,157 | TotalAmt |
| Program Services | $199,397 | ProgramServicesAmt |
| Management And General | $1,633 | ManagementAndGeneralAmt |
| Fundraising | $1,127 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,034 | TotalAmt |
| Program Services | $255,820 | ProgramServicesAmt |
| Management And General | $214 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340 | TotalAmt |
| Program Services | $306 | ProgramServicesAmt |
| Management And General | $34 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,443 | TotalAmt |
| Program Services | $18,399 | ProgramServicesAmt |
| Management And General | $2,044 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,982 | TotalAmt |
| Program Services | $5,384 | ProgramServicesAmt |
| Management And General | $598 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| Registration Fees | $2,394 | $2,394 | ||
| Hosting/Appreciation | $1,990 | $1,905 | $85 | |
| Staff Development | $1,280 | $1,152 | $128 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,924,563 | TotalAmt |
| Program Services | $1,757,034 | ProgramServicesAmt |
| Management And General | $153,204 | ManagementAndGeneralAmt |
| Fundraising | $14,325 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,642 | BOYAmt |
| EOY | $321,788 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $909,243 | BOYAmt |
| EOY | $806,046 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,500 | BOYAmt |
| EOY | $110,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,868 | BOYAmt |
| EOY | $66,922 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $87,513 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $35,956 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,037 | BOYAmt |
| EOY | $51,557 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,434,290 | BOYAmt |
| EOY | $1,356,313 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,900 | BOYAmt |
| EOY | $249,392 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,900 | BOYAmt |
| EOY | $249,392 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,046,890 | BOYAmt |
| EOY | $996,471 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,500 | BOYAmt |
| EOY | $110,450 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,259,390 | BOYAmt |
| EOY | $1,106,921 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,434,290 | BOYAmt |
| EOY | $1,356,313 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$202,469 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | $50,000 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,734,373 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,644,407 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,501,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,783,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,555,217 | CurrentTaxYearAmt |
| Total | $8,218,261 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,734,373 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,644,407 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,501,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,783,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,555,217 | CurrentTaxYearAmt |
| Total | $8,218,261 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $812,292 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,405,969 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $615 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,799 | CurrentTaxYearAmt |
| Total | $12,662 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,230,923 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $296,036 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Columns (a) - (e) | FormAndLineReferenceDesc |
| Explanation | Per the instructions public support is measured using a 5-year computation period that includes the current and four prior tax years (including short years.) The organization had a short year in 2016. The below chart clarifies the information represented in Schedule A, Part II: Column (a) - Fiscal year ending 9/30/15 Column (b) - Fiscal year ending 9/30/16 Column (c) - 3 month period ending 12/31/16 Column (d) - Fiscal year ending 12/31/17 Column (e) - Fiscal year ending 12/31/18 | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,638 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,428 | DepreciationAmt |
| Book Value | $11,210 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,875 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,528 | DepreciationAmt |
| Book Value | $40,347 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $51,557 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,772,094 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $50,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $50,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,722,094 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,722,094 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,924,563 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,924,563 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,924,563 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | East Asia and the Pacific | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Travel related to exploring the possibility of conducting SLI classes in Asia. | SpecificServicesProvidedTxt |
| Region Total Expenditures | $18,963 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $18,963 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $18,963 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, line 3: | FormAndLineReferenceDesc |
| Explanation | The organization tracked expenditures in accordance with the accrual basis of accounting, using expense reimbursement in accordance with an accountable reimbursement plan. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard Lytle | ||||||||||||||
| CEO/President | $221,304 | $0 | $0 | $0 | $42,090 | $0 | $14,534 | $0 | $41,812 | $0 | $319,740 | $0 | $0 | $0 |
| David McQuiston | ||||||||||||||
| Founder | $162,945 | $0 | $0 | $0 | $766 | $0 | $10,000 | $0 | $5,894 | $0 | $179,605 | $0 | $0 | $0 |
| Brent Garrison | ||||||||||||||
| VP of Education | $154,475 | $0 | $0 | $0 | $1,585 | $0 | $6,000 | $0 | $2,793 | $0 | $164,853 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | All spousal travel must be pre-approved and is reimbursed when there is a bona-fide business purpose. Spousal travel is not included in taxable compensation. During the reporting period, spousal travel was used by: David McQuiston, Founder Brent Garrison, VP of Education Richard Lytle, CEO/ President | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeanne Lytle | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family member of CEO | RelationshipDescriptionTxt |
| Transaction | $34,659 | TransactionAmt |
| Transaction | Compensation | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,567 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost/share x # of shares | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The number of contributions reported is the number of contributions received, not the number of items contributed. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a, Program service description: | The CEO Forum seeks to achieve its stated purpose by various programs. Currently, over 50 individuals participate in the mentoring program, 10 plus participate in the monthly conference calls, approximately 95 members participated in a "Spiritual Leadership Institute Class" which met 2 days over 11 separate sessions, approximately 119 participated in 20 regional events, over 40 attended the Entrust event for next generation key leaders, and over 80 attended the annual national forum. CEO Forum seeks to encourage, equip and educate its members through monthly devotionals, monthly President's Report, a website with members only content, and through on-going, regular consistent, personal contact via office visits, phone calls, emails, texts, and handwritten notes. |
| Form 990, Part VI, Section A, line 1 | The organization has an Executive Committee consisting of the Board Chair, Vice Chair, President/CEO, and two directors. During intervals between board meetings, the Executive Committee has been given the authority to exercise the powers of the Board of Directors in the management of the business and affairs of the organization, except for the following: - The dissolution, merger or consolidation of the organization or the sale, lease or exchange of all or substantially all the property or assets of the organization. - The designation of an Executive Committee or any other committee of Directors having power to exercise any of the authority of the Board of Directors in the management of the organization or the filling of vacancies in the Board of Directors or in such committee. - The fixing of compensation of the Directors for serving on the Board or on such committee. - The amendment or repeal of the Bylaws, or the adoption of new Bylaws. - The amendment or repeal of any resolution of the Board of Directors which by its terms shall not be so amendable or repealable. |
| 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 Director of Financial Operations 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 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 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 communications with the Director of Financial Operations. |
| 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 12/31/2018. |
| Form 990, Part X, Lines 27 and 29 | In accordance with the principles of FASB ASU 2016-14 (ASC 958), the organization has implemented required changes to its audited financial statements for the period ended 12/31/2018. To date, Form 990 and its associated schedules have not been updated to reflect changes made by this standard. Thus, we have reported the revised net asset categories from the audited financial statements as follows on Form 990, Part X, Lines 27-29: Line 27 - Net assets without donor restrictions $996,471 Line 29 - Net assets with donor restrictions 110,450 --------- Total net assets $1,106,921 |
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