2012-03-01T14:51:26-06:00 2011-09-30 Capin Crouse LLP 972 Emerson Parkway Ste A Greenwood IN 46143 990 2010-10-01 202012491 CEO Forum Inc CEOF 7193599350 640 Chapel Hills Drive Colorado Springs CO 80920 David J McQuiston 7193599350 2012-03-01 1 Todd Ensign 3178852620 2010 2016-02-24 21:20:13Z David J McQuiston 640 Chapel Hills Drive Colorado Springs CO 80920 1566239 0 X N/A X 2004 DE To provide education, mentoring, and networking for senior executives of major corporations. 15 14 7 40 0 0 1347020 1557044 1900 0 3798 4140 0 2378 1352718 1563562 4100 4000 0 0 592636 771061 0 0 4681 725915 1052505 1322651 1827566 30067 -264004 754150 579364 121005 210223 633145 369141 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 Gods Kingdom. 0 0 1720326 4000 2258 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. 1720326 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 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 0 1 11 0 7 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 X David J McQuiston 7193599350 640 Chapel Hills Drive Colorado Springs CO 80920 David McQuiston 70.00 X X 171579 0 31863 John Aden 3.00 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 Marvin N Schoenhals 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 135078 0 31029 306657 0 62892 2 0 1 0 Partnership Solution International 4615 Windcrest Dr Papillion NE 68133 Consulting 131250 Richard Schultz 3670 Twisted Oak Cr Colorado Springs CO 80904 Consulting 109264 2 1557044 26630 1557044 4728 4728 588 -588 -588 -588 4467 2089 2378 2378 1563562 2378 0 4140 4000 4000 400081 369151 30930 68989 68989 240414 228819 11595 5034 4436 598 26547 25866 681 29996 28261 1735 2855 2855 34727 34727 392424 383225 5394 3805 47703 44998 2413 292 24453 21927 2427 99 61934 55741 6193 455307 454197 625 485 3400 3400 435 391 44 14236 12812 1424 4008 3607 401 Hosting/Appreciation 6028 5869 159 Registration fees 2219 1997 222 Education/ Discipleship 1416 1416 Staff Development 1360 1224 136 1827566 1720326 102559 4681 75294 104321 584952 413180 51266 21013 102403 61553 42638 40850 754150 579364 121005 198401 11822 121005 210223 X 633145 369141 633145 369141 754150 579364 -264004 0 X X 0 1 1 X 0 X 1242576 1430126 1273075 1347020 1557044 6849841 1242576 1430126 1273075 1347020 1557044 6849841 1016750 5833091 35742 29293 6007 6866 4728 82636 6932477 4347 0.84140 0.87460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100395 61051 39344 2008 502 1506 40850 1563562 1827566 -264004 0 -264004 1565651 2089 2089 1563562 0 1563562 1829655 2089 2089 1827566 0 1827566 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. X 1 1 X X X 0 0 0 0 0 0 0 0 0 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 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 12/31/2010. Karen McQuiston Spouse of CEO 68989 Compensated for services as a leased employee 0 X 4 26630 FMV 0 0 1 0 Method for Determining Number of Contributors: Part I, Column (b): Number of contributions received. 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. Explanation of Responsibility Form 990 Page 12, Part XI, Line 2c 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.