2013-01-29T15:46:35-06:00 2012-09-30 363990892 Capin Crouse LLP 972 Emerson Parkway Ste A Greenwood IN 46143 990 2011-10-01 202012491 CEO Forum Inc CEOF 7193599350 640 Chapel Hills Drive Colorado Springs CO 80920 David J McQuiston 7193599350 2013-01-29 1 David C Moja P00968564 3178852620 2011 2016-02-25 16:41:14Z David J McQuiston 640 Chapel Hills Drive Colorado Springs CO 80920 1752137 0 X N/A X 2004 DE To provide education, mentoring, and networking for senior executives of major corporations. 15 14 8 77 0 0 1557044 1743775 0 5732 4140 749 2378 0 1563562 1750256 4000 5500 0 0 771061 828601 0 0 8178 1052505 666517 1827566 1500618 -264004 249638 579364 736289 210223 117510 369141 618779 X The mission of the CEO Forum is to:Develop Spiritual Statesmen among senior executives of major corporations, & through these men & women, 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. 0 0 1388416 5500 5732 The CEO Forum seeks to achieve its stated purpose by various programs. Currently, over 50 individuals participate in the mentoring program, over 100 participate in the quarterly conference calls, approximately 21 members participated in a "Spiritual Institute Class" which met 2 days over 6 separate sessions, over 50 attend the annual national forums, approximately a dozen couples participate at each of the ten regional dinners, and about 20 spouses participate in quarterly conference calls for spouses of top executives. 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. 1388416 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 13 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 15 14 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 TX GA OH MI MO VA KS NY IA X David J McQuiston 7193599350 640 Chapel Hills Drive Colorado Springs CO 80920 David McQuiston 70.00 X X 176172 0 34795 John Aden 3.00 X X 0 0 0 Marvin N Schoenhals 1.00 X X 0 0 0 Walt Rakowich 1.00 X 0 0 0 Jim Daly 1.00 X 0 0 0 Archie Dunham 1.00 X 0 0 0 JCHuizenga 1.00 X 0 0 0 Chuck Krulak 1.00 X 0 0 0 Jim Lindemann 1.00 X 0 0 0 Chuck Morgan 1.00 X 0 0 0 Eric Pillmore 1.00 X 0 0 0 Scot Sellers 1.00 X 0 0 0 John Beckett 1.00 X 0 0 0 Rick Lytle 1.00 X 0 0 0 Jose' Zeilstra 1.00 X 0 0 0 Steve South 45.00 X 139933 0 31909 Brent Garrison 40.00 X 114301 0 0 430406 0 66704 3 0 1 0 Richard Schultz 3670 Twisted Oak Cr Colorado Springs CO 80904 Consulting 109954 Partnership Solution International 4615 Windcrest Dr Papillion NE 68133 Consulting 106250 2 1743775 82177 1743775 Program Revenue 900099 5732 5732 5732 2630 2630 1881 -1881 -1881 -1881 1750256 5732 0 749 5500 5500 399545 368718 30827 66514 66514 282744 258038 24706 12015 10965 1050 23747 21672 2075 44036 40593 3443 23816 23816 235323 226559 3481 5283 39143 36814 2208 121 24312 21920 2392 61934 55741 6193 247452 245393 1789 270 4000 4000 735 661 74 13401 12061 1340 4378 3940 438 Hosting/Appreciation 6374 6261 113 Registration fees 2540 32 4 2504 Education/ Discipleship 2363 2363 Staff Development 746 671 75 1500618 1388416 104024 8178 104321 125225 413180 535658 21013 41499 94129 60222 40850 33907 579364 736289 198401 108011 11822 9499 210223 117510 X 369141 618779 369141 618779 579364 736289 249638 0 X X 0 1 1 X 0 X 1430126 1273075 1347020 1557044 1743775 7351040 1430126 1273075 1347020 1557044 1743775 7351040 1051934 6299106 29293 6007 6866 4728 2630 49524 7400564 10079 0.85120 0.84140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 92121 59319 32802 2008 903 1105 33907 1750256 1500618 249638 249638 1750256 0 1750256 0 1750256 1500618 0 1500618 0 1500618 Description of Uncertain Tax Positions Under FIN 48: Part X: 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, 2012, the Forum had no uncertain tax positions that quality for recognition or separate disclosure in the financial statements. Part XII, Line 2d - Other Adjustments: Cost of Goods Sold Part XIII, Line 2d - Other Adjustments: Cost of Goods Sold 1 X Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: CEO Forum grants funds to organizations whose missons are in line with that of CEO Forum. Use of funds is monitored through normal communication. X 1 1 X X X 0 0 0 0 0 0 0 0 0 David McQuiston 176172 0 0 0 0 0 10944 0 23851 0 210967 0 0 0 Steve South 139832 0 101 0 0 0 8824 0 23085 0 171842 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. These travel costs are not included in taxable compensation. Supplemental Information Part III 990 Part VII and Schedule J Part II: The compensation reported on 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 Part V, line 2a were the number of employees "leased" as of 12/31/2012. Karen McQuiston Spouse of CEO 64511 Compensated for services as a leased employee 0 X 8 82177 FMV 0 1 1 Method for Determining Number of Contributors: Part I, Column (b): The number of contributions received is reported in column (b), not the number of items contributed. Third Party Use: Part I, Line 32b: CEO Forum used the Benjamin F Edwards investment firm to process stock gifts. Form 990, Part VI, Section B, line 11 Form 990 was prepared by an independent CPA firm. The financial department reviewed Form 990 and a copy was sent to the Board for their review before 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 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 Form 990, Part VI, Section B, Line 15a & 15b: Board reviewed comparable salary data available in a prior year. Since then increases have been 3% annually. The Board selected a compensation committee which determines whether the senior staffs' compensation is in accordance with the organization's policy and is responsible to review and approve benefits policies and objectives. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy, and finanical statements are available upon request.