CEO FORUM INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CEO FORUM INC (EIN 20-2012491)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-03-01
- IRS object ID
- 201200619349302095
- Schema version
- 2010v3.4
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-01T14:51:26-06:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 972 Emerson Parkway Ste A | AddressLine1 |
| City | Greenwood | City |
| State | IN | State |
| ZIP Code | 46143 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202012491 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CEO Forum Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CEOF | NameControl |
| Phone | 7193599350 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 Chapel Hills Drive | AddressLine1 |
| City | Colorado Springs | City |
| State | CO | State |
| ZIP Code | 80920 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David J McQuiston | Name |
| Title | President/CEO | Title |
| Phone | 7193599350 | Phone |
| Date Signed | 2012-03-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Todd Ensign | Name |
| Phone | 3178852620 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | David J McQuiston | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 Chapel Hills Drive | AddressLine1 |
| City | Colorado Springs | City |
| State | CO | State |
| ZIP Code | 80920 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1566239 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | To provide education, mentoring, and networking for senior executives of major corporations. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 40 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1347020 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1557044 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1900 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3798 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4140 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2378 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1352718 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1563562 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4100 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 592636 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 771061 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4681 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 725915 | OtherExpensePriorYear |
| Other Expenses Current Year | 1052505 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1322651 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1827566 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 30067 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -264004 | RevenuesLessExpensesCY |
| Total Assets BOY | 754150 | TotalAssetsBOY |
| Total Assets EOY | 579364 | TotalAssetsEOY |
| Total Liabilities BOY | 121005 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 210223 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 633145 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 369141 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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 Gods Kingdom. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1720326 | Expense |
| Grants | 4000 | Grants |
| Revenue | 2258 | Revenue |
| Description | 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 20 members participated in a "Spiritual Institute Class" which met 2 days over 3 separate sessions, over 50 attend the annual national forums, approximately a dozen couples participate at each of the nine 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. | Description |
| Total Program Service Expense | 1720326 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 11 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David J McQuiston | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7193599350 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 Chapel Hills Drive | AddressLine1 |
| City | Colorado Springs | City |
| State | CO | State |
| ZIP Code | 80920 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| David McQuiston | ||||||
| CEO/President | 70.00 | X | X | 171579 | 0 | 31863 |
| John Aden | ||||||
| Chairman | 3.00 | X | X | 0 | 0 | 0 |
| Walt Rakowich | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Jim Daly | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Archie Dunham | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| JCHuizenga | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Chuck Krulak | ||||||
| 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 | |
| Eric Pillmore | ||||||
| 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 | 1.00 | X | 0 | 0 | 0 | |
| Jose' Zeilstra | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Steve South | ||||||
| VP/Board Secretary | 45.00 | X | 135078 | 0 | 31029 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 306657 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 62892 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Partnership Solution International | |||||
| 4615 Windcrest Dr | Papillion | NE | 68133 | Consulting | 131250 |
| Richard Schultz | |||||
| 3670 Twisted Oak Cr | Colorado Springs | CO | 80904 | Consulting | 109264 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 1557044 | AllOtherContributions |
| Noncash Contributions | 26630 | NoncashContributions |
| Total Contributions | 1557044 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4728 | TotalRevenueColumn |
| Exclusion | $4,728 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 588 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -588 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -588 | TotalRevenueColumn |
| Exclusion | -$588 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 4467 | GrossSalesOfInventory |
| Cost Of Goods Sold | 2089 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2378 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2378 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1563562 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2378 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,140 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4000 | Total |
| Program Services | 4000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 400081 | Total |
| Program Services | 369151 | ProgramServices |
| Management And General | 30930 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68989 | Total |
| Program Services | 68989 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240414 | Total |
| Program Services | 228819 | ProgramServices |
| Management And General | 11595 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5034 | Total |
| Program Services | 4436 | ProgramServices |
| Management And General | 598 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26547 | Total |
| Program Services | 25866 | ProgramServices |
| Management And General | 681 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29996 | Total |
| Program Services | 28261 | ProgramServices |
| Management And General | 1735 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2855 | Total |
| Management And General | 2855 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34727 | Total |
| Management And General | 34727 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 392424 | Total |
| Program Services | 383225 | ProgramServices |
| Management And General | 5394 | ManagementAndGeneral |
| Fundraising | 3805 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47703 | Total |
| Program Services | 44998 | ProgramServices |
| Management And General | 2413 | ManagementAndGeneral |
| Fundraising | 292 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24453 | Total |
| Program Services | 21927 | ProgramServices |
| Management And General | 2427 | ManagementAndGeneral |
| Fundraising | 99 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61934 | Total |
| Program Services | 55741 | ProgramServices |
| Management And General | 6193 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 455307 | Total |
| Program Services | 454197 | ProgramServices |
| Management And General | 625 | ManagementAndGeneral |
| Fundraising | 485 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3400 | Total |
| Program Services | 3400 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 435 | Total |
| Program Services | 391 | ProgramServices |
| Management And General | 44 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14236 | Total |
| Program Services | 12812 | ProgramServices |
| Management And General | 1424 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4008 | Total |
| Program Services | 3607 | ProgramServices |
| Management And General | 401 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Hosting/Appreciation | 6028 | 5869 | 159 |
| Registration fees | 2219 | 1997 | 222 |
| Education/ Discipleship | 1416 | 1416 | |
| Staff Development | 1360 | 1224 | 136 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1827566 | Total |
| Program Services | 1720326 | ProgramServices |
| Management And General | 102559 | ManagementAndGeneral |
| Fundraising | 4681 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75294 | BOY |
| EOY | 104321 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 584952 | BOY |
| EOY | 413180 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51266 | BOY |
| EOY | 21013 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 102403 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 61553 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42638 | BOY |
| EOY | 40850 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 754150 | BOY |
| EOY | 579364 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121005 | BOY |
| EOY | 198401 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 11822 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121005 | BOY |
| EOY | 210223 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 633145 | BOY |
| EOY | 369141 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 633145 | BOY |
| EOY | 369141 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 754150 | BOY |
| EOY | 579364 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -264004 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1242576 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1430126 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1273075 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1347020 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1557044 | CurrentTaxYear |
| Total | 6849841 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1242576 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1430126 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1273075 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1347020 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1557044 | CurrentTaxYear |
| Total | 6849841 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1016750 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5833091 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35742 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29293 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6007 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6866 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4728 | CurrentTaxYear |
| Total | 82636 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6932477 | TotalSupport |
| Gross Receipts From Admissions Etc | 4347 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.84140 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87460 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 100395 | OtherCostOrOtherBasis |
| Depreciation | 61051 | Depreciation |
| Book Value | 39344 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2008 | OtherCostOrOtherBasis |
| Depreciation | 502 | Depreciation |
| Book Value | 1506 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 40850 | TotalOfBookValueLandBuildings |
| Total Revenue | 1563562 | TotalRevenue |
| Total Expenses | 1827566 | TotalExpenses |
| Excess Or Deficit For Year | -264004 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -264004 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1565651 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 2089 | OtherRevenues |
| Revenue Not Rptd F990 | 2089 | RevenueNotRptdF990 |
| Revenue Subtotal | 1563562 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1563562 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1829655 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2089 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2089 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1827566 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1827566 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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, 2011, 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 2,089. | |
| Part XIII, Line 2d - Other Adjustments: | Cost of Goods Sold 2,089. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David McQuiston | |||||||||||||
| 171579 | 0 | 0 | 0 | 0 | 0 | 10602 | 0 | 21261 | 0 | 203442 | 0 | 0 | 0 |
| Steve South | |||||||||||||
| 134977 | 0 | 101 | 0 | 0 | 0 | 8567 | 0 | 22462 | 0 | 166107 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| 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 12/31/2010. | Supplemental Information |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Karen McQuiston | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Spouse of CEO | Relationship |
| Amount Of Transaction | 68989 | AmountOfTransaction |
| Description Of Transaction | Compensated for services as a leased employee | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 26630 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Method for Determining Number of Contributors: | Identifier |
| Return Reference | Part I, Column (b): | ReturnReference |
| Explanation | Number of contributions received. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 12c | |
| 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 B, line 15 | |
| The governing documents, conflict of interest policy, and finanical statements are available upon request. | Form 990, Part VI, Section C, line 19 | |
| Explanation of Responsibility | The organization has a committee that assumes responsibility for oversight of audit of its financial statements and selection of an independent accountant. This process has not changed since the prior year. | Form 990 Page 12, Part XI, Line 2c |
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