BETA

CEO FORUM INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
CEO FORUM INC (EIN 20-2012491)
Tax period
2014-10-01 to 2015-09-30
Filed
2016-03-15
IRS object ID
201630769349300328
Schema version
2014v6.0
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)
Return2016-03-15T00:00:00-05:00ReturnTs
Tax Period End2015-09-30TaxPeriodEndDt

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 Begin2014-10-01TaxPeriodBeginDt

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
Phone7193599350PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115475 Gleneagle DriveAddressLine1Txt
CityColorado SpringsCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80921ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDavid J McQuistonPersonNm
Person TitlePresident/CEOPersonTitleTxt
Phone7193599350PhoneNum
Signature2016-03-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAdam R SmithPreparerPersonNm
PTINP00958966PTIN
Phone7195286225PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerDavid J McQuistonPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line115475 Gleneagle DriveAddressLine1Txt
CityColorado SpringsCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80921ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,761,431GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionTo provide education, mentoring, and networking for senior executives of major corporations.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers83TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,591,430PYContributionsGrantsAmt
CY Contributions Grants$1,734,373CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$26,030CYProgramServiceRevenueAmt
PY Investment Income$1,537PYInvestmentIncomeAmt
CY Investment Income$1,028CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,592,967PYTotalRevenueAmt
CY Total Revenue$1,761,431CYTotalRevenueAmt
PY Grants And Similar Paid$3,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$935,202PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$891,986CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$8,294CYTotalFundraisingExpenseAmt
PY Other Expenses$978,533PYOtherExpensesAmt
CY Other Expenses$786,855CYOtherExpensesAmt
PY Total Expenses$1,916,735PYTotalExpensesAmt
CY Total Expenses$1,680,841CYTotalExpensesAmt
PY Revenues Less Expenses-$323,768PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$80,590CYRevenuesLessExpensesAmt
Total Assets BOY$457,500TotalAssetsBOYAmt
Total Assets EOY$548,013TotalAssetsEOYAmt
Total Liabilities BOY$213,626TotalLiabilitiesBOYAmt
Total Liabilities EOY$223,549TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$243,874NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$324,464NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSee Schedule O for organization's mission statement.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,554,835ExpenseAmt
Grant$2,000GrantAmt
Revenue$26,030RevenueAmt
DescSee Schedule O for program service description.Desc
Total Program Service Expenses$1,554,835TotalProgramServiceExpensesAmt
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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
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
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
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 Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee8EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
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 FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
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 FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTXStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldIAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1David J McQuistonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7193599350PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115475 Gleneagle DriveAddressLine1Txt
CityColorado SpringsCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80921ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
David McQuiston
CEO/President70.00Yes (X)Yes (X)$207,860$0$24,715
John Aden
Chairman3.00Yes (X)Yes (X)$0$0$0
Walt Rakowich
Treasurer1.00Yes (X)Yes (X)$0$0$0
JC Huizenga
Director1.00Yes (X)$0$0$0
Brandon Barnholt
Director1.00Yes (X)$0$0$0
Jim Lindemann
Director1.00Yes (X)$0$0$0
Chuck Morgan
Director1.00Yes (X)$0$0$0
Scot Sellers
Director1.00Yes (X)$0$0$0
John Beckett
Director1.00Yes (X)$0$0$0
Richard Lytle
Director/Consultant1.00Yes (X)$36,000$0$0
Jose' Zeilstra
Director1.00Yes (X)$0$0$0
Cheryl Bachelder
Director1.00Yes (X)$0$0$0
Steve South
VP/Board Secretary45.00Yes (X)$150,982$0$41,578
Brent Garrison
VP of Education55.00$126,073$0$43,803Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$520,915TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$110,096TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonRS ConsultingPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line13670 Twisted Oak CrAddressLine1Txt
CityColorado SpringsCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80904ZIPCd
FieldValueIRS element (for citing)
ServicesConsultingServicesDesc
Compensation$119,482CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,734,373AllOtherContributionsAmt
Noncash Contributions$10,593NoncashContributionsAmt
Total Contributions$1,734,373TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescAnnual ForumDesc
Business900099BusinessCd
Total Revenue Column$26,030TotalRevenueColumnAmt
Related Or Exempt Func Income$26,030RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$26,030TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,028TotalRevenueColumnAmt
Exclusion$1,028ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,761,431TotalRevenueColumnAmt
Related Or Exempt Func Income$26,030RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,028ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,000TotalAmt
Program Services$2,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$437,089TotalAmt
Program Services$409,309ProgramServicesAmt
Management And General$27,780ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$62,008TotalAmt
Program Services$62,008ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$287,067TotalAmt
Program Services$246,007ProgramServicesAmt
Management And General$40,527ManagementAndGeneralAmt
Fundraising$533FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$12,432TotalAmt
Program Services$10,435ProgramServicesAmt
Management And General$1,988ManagementAndGeneralAmt
Fundraising$9FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$39,327TotalAmt
Program Services$36,499ProgramServicesAmt
Management And General$2,789ManagementAndGeneralAmt
Fundraising$39FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$54,063TotalAmt
Program Services$48,608ProgramServicesAmt
Management And General$5,404ManagementAndGeneralAmt
Fundraising$51FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,250TotalAmt
Management And General$11,250ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$272,130TotalAmt
Program Services$252,000ProgramServicesAmt
Management And General$15,578ManagementAndGeneralAmt
Fundraising$4,552FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$44,634TotalAmt
Program Services$42,539ProgramServicesAmt
Management And General$2,095ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$13,512TotalAmt
Program Services$12,161ProgramServicesAmt
Management And General$1,351ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$62,354TotalAmt
Program Services$56,119ProgramServicesAmt
Management And General$6,235ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$187,561TotalAmt
Program Services$186,626ProgramServicesAmt
Management And General$510ManagementAndGeneralAmt
Fundraising$425FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$166,189TotalAmt
Program Services$165,362ProgramServicesAmt
Management And General$451ManagementAndGeneralAmt
Fundraising$376FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$591TotalAmt
Program Services$532ProgramServicesAmt
Management And General$59ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,089TotalAmt
Program Services$7,280ProgramServicesAmt
Management And General$809ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,277TotalAmt
Program Services$4,749ProgramServicesAmt
Management And General$528ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Hosting/Appreciation$11,076$10,906$170
Registration fees$2,309$2,309
Staff Development$1,883$1,695$188

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,680,841TotalAmt
Program Services$1,554,835ProgramServicesAmt
Management And General$117,712ManagementAndGeneralAmt
Fundraising$8,294FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$100,912BOYAmt
EOY$253,684EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$321,133BOYAmt
EOY$267,164EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,000BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$17,553BOYAmt
EOY$14,933EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$57,469LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$45,237LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,902BOYAmt
EOY$12,232EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$457,500BOYAmt
EOY$548,013EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$209,277BOYAmt
EOY$206,050EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$4,349BOYAmt
EOY$1,499EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$16,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$213,626BOYAmt
EOY$223,549EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$233,874BOYAmt
EOY$324,464EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,000BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$243,874BOYAmt
EOY$324,464EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$457,500BOYAmt
EOY$548,013EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$80,590ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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 A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,557,044CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,743,775CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,737,043CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,591,430CurrentTaxYearMinus1YearAmt
Current Tax Year$1,734,373CurrentTaxYearAmt
Total$8,363,665TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,557,044CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,743,775CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,737,043CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,591,430CurrentTaxYearMinus1YearAmt
Current Tax Year$1,734,373CurrentTaxYearAmt
Total$8,363,665TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$673,109SubstantialContributorsTotAmt
Public Support Total170$7,690,556PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,728CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,630CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$696CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,537CurrentTaxYearMinus1YearAmt
Current Tax Year$1,028CurrentTaxYearAmt
Total$10,619TotalAmt
FieldValueIRS element (for citing)
Total Support$8,374,284TotalSupportAmt
Gross Receipts Rltd Activities$36,109GrossReceiptsRltdActivitiesAmt
Public Support CY1700.91840PublicSupportCY170Pct
Public Support PY1700.99660PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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$57,469OtherCostOrOtherBasisAmt
Depreciation$45,237DepreciationAmt
Book Value$12,232BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$12,232TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,761,431TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$1,761,431RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,761,431TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,680,841TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,680,841ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,680,841TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationThe financial effects of a tax position taken or expected to be taken are recognized in the financial statements when it is more likely than not, based on technical merits, that the position will be sustained upon examination. Interest and penalties, if any, are included in expenses in the statements of activities. As of September 30, 2015, the Forum had no uncertain tax positions that quality for recognition or separate disclosure in the financial statements. The Forum is generally not longer subject to U.S. federal and state income tax examinations by tax authorities for years before 2010.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionEast Asia and the Pacific - Australia, Brunei, Burma, Cambodia,RegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedProgram ServicesTypeOfActivitiesConductedTxt
Specific Services ProvidedTravel related to international ministrySpecificServicesProvidedTxt
Region Total Expenditures$38,528RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$38,528SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$38,528TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, line 3:FormAndLineReferenceDesc
ExplanationThe 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

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
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
David McQuiston
CEO/President$203,954$0$0$0$3,906$0$11,960$0$13,290$0$233,110$0$0$0
Steve South
VP/Board Secretary$150,096$0$0$0$886$0$9,606$0$32,400$0$192,988$0$0$0
Brent Garrison
VP of Education$125,384$0$0$0$689$0$6,000$0$38,165$0$170,238$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 1aFormAndLineReferenceDesc
ExplanationSpousal travel must be pre-approved by the CEO and is reimbursed when there is a valid ministry purpose. The Board Treasurer approves spousal travel for the CEO. These travel costs are not included in taxable compensation.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonKaren McQuistonPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionFamily member of CEO David McQuistonRelationshipDescriptionTxt
Transaction$62,008TransactionAmt
TransactionCompensated for services as a leased employeeTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 1, Organization's mission:The mission of the CEO Forum is to: Develop Spiritual Statesmen among senior executives of major corporations, & through them, advance the Kingdom of God & impact the business & social cultures in their spheres of influence. Our vision: An organization that is known for building trusted relationships, stimulating spiritual growth, impacting the culture, and advancing God's Kingdom.
Form 990, Part III, Line 4a, Program service description:The CEO Forum seeks to achieve its stated purpose by various programs. Currently, over 70 individuals participate in the mentoring program, 12 plus participate in the monthly conference calls, approximately 43 members participated in a "Spiritual Institute Class" which met 2 days over 8 separate sessions, approximately 38 participants attended 3 Christ Ambassador classes which met in 27 sessions, over 150 attend the annual national forums, approximately a dozen couples participated at each of the eight regional dinners, 30 women attended a spouse retreat, and spouses participated in quarterly conference calls for spouses of top executives. The International Ministry for the CEO Forum includes top senior executives from China, Hong Kong, Shanghai, and Shenjen. In addition to the regular program in Beijing we have had a major breakthrough with the 75 largest companies in China and are developing a memorandum of understanding between their group and the CEO Forum which should be completed in 2016. International attendance at our National Forum included 24 from Beijing and 1 from Hong Kong. CEO Forum seeks to encourage and educate its members through monthly devotionals, quarterly newsletters, a members only web-site, and by attempting to visit each member in their offices at least once annually.
Form 990, Part VI, Section B, line 11Form 990 was prepared by an independent CPA firm. The return was reviewed in detail by the Director of Operations and then sent to the Board for their review before being filed with the IRS.
Form 990, Part VI, Section B, line 12cThe 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. Board members and officers are required to disclose potential conflicts of interest on an annual basis.
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 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 HR contractor.
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: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 12/31/2014.
Form 990, Part IX, line 11gConsulting: Program service expenses 216,840. Management and general expenses 348. Fundraising expenses 4,552. Total expenses 221,740. HR Consulting: Program service expenses 26,100. Management and general expenses 2,900. Fundraising expenses 0. Total expenses 29,000. Other: Program service expenses 9,060. Management and general expenses 12,330. Fundraising expenses 0. Total expenses 21,390.

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