2015-04-22T18:12:47-05:00 2014-09-30 363990892 Capin Crouse LLP 2435 Research Parkway STE 200 Colorado Springs CO 80920 990 2013-10-01 202012491 CEO Forum Inc CEOF 7193599350 640 Chapel Hills Drive Colorado Springs CO 80920 David J McQuiston President/CEO 7193599350 2015-04-22 1 Adam R Smith P00958966 7195286225 2013 2016-02-25 16:41:14Z David J McQuiston 640 Chapel Hills Drive Colorado Springs CO 80920 1635976 0 X N/A X 2004 DE To provide education, mentoring, and networking for senior executives of major corporations. 13 11 7 88 0 0 1737739 1591430 0 0 0 1537 0 0 1737739 1592967 4175 3000 0 0 888786 935202 0 0 7438 895915 978533 1788876 1916735 -51137 -323768 723663 457500 156021 213626 567642 243874 X See Schedule O for organization's mission statement. 0 0 1796913 3000 See Schedule O for program service description. 1796913 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 13 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ AR CA CO CT FL IL KY MA OK MN NH NC ND NJ OR PA TN WA WI NE DE AL IN MD TX GA OH MI MO VA KS NY IA X David J McQuiston 7193599350 640 Chapel Hills Drive Colorado Springs CO 80920 X David McQuiston CEO/President 70.00 X X 200117 0 22861 John Aden Chairman 3.00 X X 0 0 0 Eric Pillmore Vice-Chairman (part year) 1.00 X X 0 0 0 Walt Rakowich Treasurer 1.00 X X 0 0 0 JC Huizenga Director 1.00 X 0 0 0 Brandon Barnholt Director 1.00 X 0 0 0 Jim Lindemann Director 1.00 X 0 0 0 Chuck Morgan Director 1.00 X 0 0 0 Scot Sellers Director 1.00 X 0 0 0 Marvin N Schoenhals Director 1.00 X 0 0 0 John Beckett Director 1.00 X 0 0 0 Rick Lytle Director/Consultant 1.00 X 31000 0 0 Jose' Zeilstra Director 1.00 X 0 0 0 Cheryl Bachelder Director 1.00 X 0 0 0 Steve South VP/Board Secretary 45.00 X 149624 0 39190 Brent Garrison VP of Education 55.00 X 120867 0 40406 501608 0 102457 3 0 1 0 Richard Schultz 3670 Twisted Oak Cr Colorado Springs CO 80904 Consulting 116725 1 1591430 43009 1591430 1537 1537 43009 43009 0 0 1592967 0 0 1537 X 3000 3000 471317 431788 39529 64900 64900 285628 255057 29970 601 14204 12473 1702 29 45766 44941 767 58 53387 48406 4936 45 11300 11300 285562 270308 10979 4275 50758 48868 1854 36 14639 13175 1464 62354 56119 6235 249337 247776 1561 271403 271403 397 357 40 12671 11404 1267 5402 4862 540 Hosting/Appreciation 10387 10271 116 Registration fees 2394 2394 Staff Development 1231 1107 124 Education/ Discipleship 698 698 1916735 1796913 112384 7438 99316 100912 534074 321133 20000 10000 49701 17553 90747 82845 20572 7902 723663 457500 149009 209277 7012 4349 156021 213626 X 547642 233874 20000 10000 567642 243874 723663 457500 -323768 0 X X 0 1 X 1 0 X 11347020 1557044 1743775 1737043 1591430 17976312 11347020 1557044 1743775 1737043 1591430 17976312 45290 17931022 6866 4728 2630 696 1537 16457 17992769 10079 0.99660 0.86050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90747 82845 7902 7902 X 1592967 0 1592967 0 1592967 1916735 0 1916735 0 1916735 Part X, Line 2: The 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, 2014, the Forum had no uncertain tax positions that quality for recognition or separate disclosure in the financial statements. The Forum's federal Exempt Organization Business Income Tax Returns for the years ended September 30, 2013, 2012, and 2011 are subject to examination by the IRS, generally for three years after they were filed. East Asia and the Pacific 0 0 Program Services Travel related to international ministry 65214 0 0 0 0 0 0 65214 0 65214 0 0 0 0 0 0 X 1 1 X X X 0 0 0 0 0 0 0 0 0 David McQuiston CEO/President 196211 0 0 0 3906 0 12202 0 10659 0 222978 0 0 0 Steve South VP/Board Secretary 148554 0 203 0 867 0 9361 0 29829 0 188814 0 0 0 Brent Garrison VP of Education 119991 0 203 0 673 0 6000 0 34406 0 161273 0 0 0 Part I, Line 1a Spousal 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. Karen McQuiston Spouse of CEO 64900 Compensated for services as a leased employee 0 X 4 43009 FMV 0 1 0 Part I, Column (b): The number of contributions represents the number of unique contributions received. 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 50 individuals participate in the mentoring program, over 50 participate in the monthly conference calls, approximately 42 members participated in a "Spiritual Institute Class" which met 2 days over 8 separate sessions, approximately 40 members attended 2 Christ Ambassador classes which met in 9 sessions, over 150 attend the annual national forums, approximately a dozen couples participate at each of the eleven regional dinners, 30 spouses attended a spouse retreat, and about 20 spouses participate in quarterly conference calls for spouses of top executives. The International Ministry for the CEO Forum has had some remarkable growth in the 2014 fiscal year. The growth has occurred in Shanghai with the development of a new forum group made up of the top Senior executives in Shanghai. In addition to the regular program in Beijing we have had a major breakthrough with the 700 largest companies in China and are developing a memorandum of understanding between their group and the CEO Forum. 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 11 Form 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 12c 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. Board members and officers are required to disclose potential conflicts of interest on an annual basis. Form 990, Part VI, Section B, line 15 The independent members of the board of directors are responsible for determining compensation and benefits to provide the CEO 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 the board minutes. 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 12/31/2013. Form 990, Part IX, line 11g Program Consulting: Program service expenses 217,190. Management and general expenses 8,540. Fundraising expenses 1,397. Total expenses 227,127. Branding & Marketing Research: Program service expenses 20,081. Management and general expenses 790. Fundraising expenses 129. Total expenses 21,000. HR Consulting: Program service expenses 14,344. Management and general expenses 564. Fundraising expenses 92. Total expenses 15,000. Other: Program service expenses 18,693. Management and general expenses 1,085. Fundraising expenses 2,657. Total expenses 22,435.