CHIEF EXECUTIVES ORGANIZATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHIEF EXECUTIVES ORGANIZATION INC (EIN 20-5778912)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2026-09-14
- IRS object ID
- 202612579349301471
- Schema version
- 2024v5.5
- 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) |
|---|---|---|
| Return | 2026-09-14T13:21:28-05:00 | ReturnTs |
| Tax Period End | 2025-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205778912 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHIEF EXECUTIVES ORGANIZATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIE | BusinessNameControlTxt |
| Phone | 2028131901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2112 PENNSYLVANIA AVENUE NW 510 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER LEHMANN WENG | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2028131901 | PhoneNum |
| Signature | 2026-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON FOX | PreparerPersonNm |
| PTIN | P01365820 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2026-09-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CEO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER LEHMANN WENG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2112 PENNSYLVANIA AVENUE NW 510 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,818,887 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.CEO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | TO FURTHER THE EXCHANGE AND DISSEMINATION OF IDEAS, EXPERIENCES, AND VALUES RELATING TO BUSINESS MANAGEMENT THROUGH CONTINUING EDUCATION AND TO FOSTER THE IMPROVEMENT OF EXECUTIVE PRACTICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 41 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 41 | VotingMembersIndependentCnt |
| Total Employee | 41 | TotalEmployeeCnt |
| Total Volunteers | 182 | TotalVolunteersCnt |
| Total Gross UBI | $1,100 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,972,175 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $35,354,728 | CYProgramServiceRevenueAmt |
| PY Investment Income | $963,382 | PYInvestmentIncomeAmt |
| CY Investment Income | $975,442 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $34,935,557 | PYTotalRevenueAmt |
| CY Total Revenue | $36,330,170 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,700,349 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,427,027 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,577,452 | PYOtherExpensesAmt |
| CY Other Expenses | $28,484,975 | CYOtherExpensesAmt |
| PY Total Expenses | $33,277,801 | PYTotalExpensesAmt |
| CY Total Expenses | $34,912,002 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,657,756 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,418,168 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,484,819 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,470,693 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,549,331 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,281,096 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,935,488 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,189,597 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CHIEF EXECUTIVES ORGANIZATION, INC. IS A NOT-FOR-PROFIT MEMBERSHIP ORGANIZATION FOR CHIEF EXECUTIVES WHO ARE GRADUATE LEADERS FROM THE YOUNG PRESIDENTS ORGANIZATION. THE ORGANIZATION'S PRINCIPAL PURPOSES ARE TO ADVANCE MEMBERS' LEADERSHIP, KNOWLEDGE, AND GLOBAL PERSPECTIVE THROUGH DISTINCTIVE EDUCATIONAL EXPERIENCES, EXPERT-LED DIGITAL PROGRAMMING, PEER EXCHANGE, AND CURATED COMMUNICATIONS THAT FOSTER LEARNING, NETWORKING, AND THE EXCHANGE OF IDEAS AMONG MEMBERS WORLDWIDE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | MEETINGS AND SEMINARS: CEO OFFERS A DYNAMIC EDUCATIONAL EXPERIENCE THROUGH ITS ANNUAL AND ROTATING SERIES OF PREMIER EXECUTIVE EDUCATION PROGRAMS AT WORLD-RENOWNED UNIVERSITIES AND CURATED GLOBAL SEMINARS. THESE PROGRAMS PROVIDED MEMBERS WITH ACCESS TO WORLD-CLASS FACULTY, SUBJECT-MATTER EXPERTS, AND DISTINCTIVE LEARNING OPPORTUNITIES DESIGNED SPECIFICALLY FOR CHIEF EXECUTIVES. THROUGH IMMERSIVE PROGRAMMING, HANDS-ON EXERCISES, COLLABORATIVE TEAM-BASED ACTIVITIES, AND SMALL-GROUP FORUM SETTINGS, MEMBERS ENGAGED IN PRACTICAL AND EXPERIENTIAL LEARNING THAT ADVANCE LEADERSHIP DEVELOPMENT, ENCOURAGE THE EXCHANGE AND DISSEMINATION OF IDEAS, STRENGTHEN PEER NETWORKS, AND BROADEN THEIR GLOBAL PERSPECTIVE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIGITAL EDUCATION: CEO PROVIDES A COMPREHENSIVE PORTFOLIO OF DIGITAL EDUCATION OFFERINGS DESIGNED TO DELIVER MEANINGFUL LEARNING OPPORTUNITIES AND PRACTICAL TAKEAWAYS TO ITS MEMBERS. MEMBERS ARE INVITED TO PARTICIPATE IN APPROXIMATELY 30 WEBCASTS ANNUALLY, FEATURING INSIGHTFUL DIALOGUE WITH WORLD-CLASS RESOURCES, THOUGHT LEADERS, AND SUBJECT-MATTER EXPERTS ACROSS A BROAD RANGE OF TOPICS, INCLUDING FINANCE, GEOPOLITICS, HEALTH, TECHNOLOGY, THE HUMANITIES, AND ECONOMIC OUTLOOKS. THESE PROGRAMS EXPAND ACCESS TO TIMELY AND RELEVANT EDUCATIONAL CONTENT, INCREASE MEMBER ENGAGEMENT, AND PROVIDE MEMBERS WITH A UNIQUE OPPORTUNITY TO BETTER UNDERSTAND THE FORCES SHAPING THE WORLD. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLICATIONS AND WEBSITE COMMUNICATIONS: CEO SUPPORTS THE IMPROVEMENT OF EXECUTIVE PRACTICES THROUGH SEMI-ANNUAL PUBLICATIONS OF CEO COMPASS MAGAZINE, EVENT CATALOGUES, AND ELECTRONIC BULLETINS COVERING A BROAD RANGE OF EDUCATIONAL TOPICS, LEARNING OPPORTUNITIES, ORGANIZATIONAL UPDATES, AND MEMBER NEWS. THE ORGANIZATION ALSO MAINTAINS A MEMBERS-ONLY WEBSITE THAT FACILITATES NETWORKING, PROVIDES RELEVANT INFORMATION ABOUT CEO'S ACTIVITIES AND MEMBER BENEFITS, AND SUPPORTS COMMUNICATION AND ENGAGEMENT AMONG MEMBERS AROUND THE WORLD. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 72 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 41 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 41 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 41 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANCIS SHAFER | PersonNm |
| Phone | 2028131901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2112 PENNSYLVANIA AVENUE NW 510 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JAMSHEED AMERI | ||||||||
| INTL CHAIR OF BOARD | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES KRALIK | ||||||||
| INTL CHAIR OF BOARD-ELECT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHARLES CRAWFORD | ||||||||
| SR VICE CHAIR OF BOARD | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| YATIN PATEL | ||||||||
| SR VICE CHAIR OF BOARD-ELECT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HELEN DRAGAS | ||||||||
| INTL FINANCE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ISABELLE NUSSLI | ||||||||
| INTL MEMBERSHIP CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEVE KAROL | ||||||||
| INTL EDUCATION CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROLAND STURM | ||||||||
| INTL EVENTS CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AHMAD AL-SARI | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER ARMSTRONG | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN ARNOLDY | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| HANS BOGH-SORENSEN | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM BRADY | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY P BROWN | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREAS DANNENBERG | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JORGE DE LA GUARDIA | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SAM DUBOC | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| NAVEEN EL TAHRI | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| AARON FELDMAN | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT FLEISHMAN | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL GLUBIAK | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| HARRY HUI | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY JONES | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN KOTTS | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ALLAN LIU | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| NATALIA LUIS | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID MALCOLM | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MARGOLIS | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RONNIE MORGAN | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| EDUARDO PACHECO | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GRAEME PRIOR | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RYAN RANS | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX ROUDI | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| INA SINGH | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM STOJKA | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTIAN STOLZ | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY STRANGE | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINE TORETTI | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SIMA VED | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LUIS VIDAL | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GAIL WARRIOR-SUCHY | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER LEHMANN WENG | ||||||||
| PRESIDENT & CEO | 50.00 | Yes (X) | $592,117 | $0 | $210,105 | |||
| FRANCIS SHAFER | ||||||||
| CHIEF FINANCIAL OFFICER | 50.00 | Yes (X) | $217,858 | $0 | $84,429 | |||
| STACY BAILINE | ||||||||
| DIRECTOR OF EVENTS | 50.00 | $210,417 | $0 | $24,920 | Yes (X) | |||
| LEAH ROMERO | ||||||||
| DIRECTOR OF EDUCATION | 50.00 | $186,289 | $0 | $46,189 | Yes (X) | |||
| MARY GRACE MEYERS | ||||||||
| DIRECTOR OF MEMBERSHIP | 50.00 | $222,500 | $0 | $22,228 | Yes (X) | |||
| RICHARD LARIMER | ||||||||
| DIRECTOR OF MARKETING | 50.00 | $166,667 | $0 | $36,223 | Yes (X) | |||
| ROBERT SMITH | ||||||||
| SR MEMBERSHIP SERVICES MGR | 50.00 | $143,187 | $0 | $17,685 | Yes (X) | |||
| LAUREN BONE | ||||||||
| ASSOC DIRECTOR OF EVENTS | 50.00 | $139,900 | $0 | $19,022 | Yes (X) | |||
| CHELSEA THOMPSON | ||||||||
| ASSOC DIRECTOR OF EDUCATION | 50.00 | $138,333 | $0 | $17,601 | Yes (X) | |||
| ANDREA FRIES | ||||||||
| CONTROLLER | 50.00 | $137,133 | $0 | $10,527 | Yes (X) | |||
| NATALIE NOAKES | ||||||||
| SR PROCUREMENT AND EVENTS MGR | 50.00 | $129,848 | $0 | $20,667 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,284,249 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $509,596 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SEBONACK GOLF CLUB LLC | |||||
| 270 SOUTH SERVICE ROAD SUITE 45 | MELVILLE | NY | 11747 | EVENT VENUE | $231,385 |
| DEANNA S SIBBALD | |||||
| 107 WEST MONROE AVENUE | ALEXANDRIA | VA | 22301 | CONSULTING | $135,225 |
| FTLFS HOTEL PROPERTY | |||||
| 525 NORTH FORT LAUDERDALE BEACH BLV | FORT LAUDERDALE | FL | 33304 | EVENT VENUE | $134,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EXECUTIVE EDUCATION, SEMINARS | 900099 | $26,772,345 | $26,772,345 |
| MEMBERSHIP DUES | 900099 | $8,582,383 | $8,582,383 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $35,354,728 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $995,088 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,100 | UnrelatedBusinessRevenueAmt |
| Exclusion | $993,988 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,468,946 | SecuritiesAmt |
| Other | $125 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,488,717 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$19,771 | SecuritiesAmt |
| Other | $125 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$19,646 | TotalRevenueColumnAmt |
| Exclusion | -$19,646 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,330,170 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,354,728 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,100 | UnrelatedBusinessRevenueAmt |
| Exclusion | $974,342 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,012,197 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,705,679 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,746 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,451 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,954 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,049 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,153 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,299 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $498,782 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,308 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,163,875 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,460 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,263 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,742,522 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,807 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,536 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| INTERNATIONAL SOS | $135,982 |
| COMMUNICATIONS | $100,900 |
| HEALTHNETWORK | $65,030 |
| WEBINARS | $46,649 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,360 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,912,002 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,032 | BOYAmt |
| EOY | $7,501,299 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,379,323 | BOYAmt |
| EOY | $10,467,449 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,680 | BOYAmt |
| EOY | $385,865 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,658,668 | BOYAmt |
| EOY | $5,781,687 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,979,447 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $972,640 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,106 | BOYAmt |
| EOY | $1,006,807 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,848,452 | BOYAmt |
| EOY | $15,628,441 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $959,765 | BOYAmt |
| EOY | $288,125 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $398,793 | BOYAmt |
| EOY | $3,411,020 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,484,819 | BOYAmt |
| EOY | $44,470,693 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,768,867 | BOYAmt |
| EOY | $2,988,638 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,538,015 | BOYAmt |
| EOY | $21,276,957 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,242,449 | BOYAmt |
| EOY | $4,015,501 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,549,331 | BOYAmt |
| EOY | $28,281,096 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,935,488 | BOYAmt |
| EOY | $16,189,597 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,935,488 | BOYAmt |
| EOY | $16,189,597 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,484,819 | BOYAmt |
| EOY | $44,470,693 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,418,168 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,835,960 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$19 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $93,270 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,088 | DepreciationAmt |
| Book Value | $91,182 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $659,227 | OtherCostOrOtherBasisAmt |
| Depreciation | $146,353 | DepreciationAmt |
| Book Value | $512,874 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,226,950 | OtherCostOrOtherBasisAmt |
| Depreciation | $824,199 | DepreciationAmt |
| Book Value | $402,751 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,006,807 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $61,555 |
| DEFERRED COMP PLAN ASSETS | $165,537 |
| RIGHT OF USE ASSET (ROU) | $3,183,928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,411,020 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMP PLAN LIABILITIES | $165,537 |
| DEFERRED LEASE LIABILITY | $3,849,964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,015,501 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $38,088,687 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,835,960 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$19 | OtherRevenueAmt |
| Revenue Not Reported | $1,835,941 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,252,746 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $77,299 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $125 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $77,424 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,330,170 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,834,578 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$125 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$125 | ExpensesNotReportedAmt |
| Expenses Subtotal | $34,834,703 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $77,299 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $77,299 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $34,912,002 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN FASB ACCOUNTING STANDARDS CODIFICATION TOPIC 740, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF OCTOBER 31, 2025, THERE ARE NO AUDITS FOR ANY TAX PERIODS THAT ARE CURRENTLY PENDING OR IN PROGRESS. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAINTY IN INCOME TAXES, IF ANY, IN INCOME TAX OR INTEREST EXPENSE. AS OF OCTOBER 31, 2025 AND 2024, THE ORGANIZATION HAD NO ACCRUED INTEREST AND/OR PENALTIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FOREIGN CURRENCY TRANSLATION -19. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GAIN ON FIXED ASSET DISPOSAL ON PART VIII 125. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | GAIN ON FIXED ASSET DISPOSAL ON PART VIII -125. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL EVENTS | $6,310,124 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL EVENTS | $5,034,280 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 1 | PROGRAM SERVICES | EDUCATIONAL EVENTS | $5,240,048 |
| EAST ASIA AND THE PACIFIC | 0 | 2 | PROGRAM SERVICES | EDUCATIONAL EVENTS | $316,158 |
| NORTH AMERICA (WHICH INCLUDES CANADA AND MEXICO, BUT NOT THE U.S.) | 0 | 1 | PROGRAM SERVICES | EDUCATIONAL EVENTS | $691,405 |
| SOUTH ASIA | 0 | 1 | PROGRAM SERVICES | EDUCATIONAL EVENTS | $1,512,489 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL EVENTS | $1,024,947 |
| CENTRAL AMERICA & THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL EVENTS | $897,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 5 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Subtotal Spent | $21,027,071 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $21,027,071 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JENNIFER LEHMANN WENG | ||||||||||||||
| PRESIDENT & CEO | $497,117 | $0 | $95,000 | $0 | $0 | $0 | $163,700 | $0 | $46,405 | $0 | $802,222 | $0 | $95,000 | $0 |
| FRANCIS SHAFER | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $192,858 | $0 | $25,000 | $0 | $0 | $0 | $44,400 | $0 | $40,029 | $0 | $302,287 | $0 | $25,000 | $0 |
| MARY GRACE MEYERS | ||||||||||||||
| DIRECTOR OF MEMBERSHIP | $167,500 | $0 | $55,000 | $0 | $0 | $0 | $13,350 | $0 | $8,878 | $0 | $244,728 | $0 | $25,000 | $0 |
| STACY BAILINE | ||||||||||||||
| DIRECTOR OF EVENTS | $180,417 | $0 | $30,000 | $0 | $0 | $0 | $12,625 | $0 | $12,295 | $0 | $235,337 | $0 | $0 | $0 |
| LEAH ROMERO | ||||||||||||||
| DIRECTOR OF EDUCATION | $156,289 | $0 | $30,000 | $0 | $0 | $0 | $12,350 | $0 | $33,839 | $0 | $232,478 | $0 | $0 | $0 |
| RICHARD LARIMER | ||||||||||||||
| DIRECTOR OF MARKETING | $166,667 | $0 | $0 | $0 | $0 | $0 | $35,000 | $0 | $1,223 | $0 | $202,890 | $0 | $0 | $0 |
| ROBERT SMITH | ||||||||||||||
| SR MEMBERSHIP SERVICES MGR | $129,187 | $0 | $14,000 | $0 | $0 | $0 | $8,620 | $0 | $9,065 | $0 | $160,872 | $0 | $0 | $0 |
| LAUREN BONE | ||||||||||||||
| ASSOC DIRECTOR OF EVENTS | $124,900 | $0 | $15,000 | $0 | $0 | $0 | $8,490 | $0 | $10,532 | $0 | $158,922 | $0 | $0 | $0 |
| CHELSEA THOMPSON | ||||||||||||||
| ASSOC DIRECTOR OF EDUCATION | $123,333 | $0 | $15,000 | $0 | $0 | $0 | $8,300 | $0 | $9,301 | $0 | $155,934 | $0 | $0 | $0 |
| NATALIE NOAKES | ||||||||||||||
| SR PROCUREMENT AND EVENTS MGR | $119,848 | $0 | $10,000 | $0 | $0 | $0 | $18,653 | $0 | $2,014 | $0 | $150,515 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS TWO CLASSES OF MEMBERS, (1) MEMBERS AND (2) HONORARY MEMBERS. MEMBERS OF THE ORGANIZATION SHALL BE FORMER LEADERS OF THE YOUNG PRESIDENTS ORGANIZATION (YPO), WHO REACHED THE AGE OF FORTY-EIGHT AND WHO HAVE BEEN RECOMMENDED FOR MEMBERSHIP BY THE MEMBERSHIP COMMITTEE. PROSPECTIVE MEMBERS MUST BE APPROVED BY THE BOARD OF DIRECTORS. HONORARY MEMBERS ARE EITHER FORMER MEMBERS OF THE YPO SELECTED FOR THEIR SINGULAR CONTRIBUTION TO CEO OR NON-YPO MEMBERS SELECTED FOR DISTINCTIVE ACCOMPLISHMENTS IN THEIR RESPECTIVE FIELDS. |
| FORM 990, PART VI, SECTION A, LINE 7A | DIRECTORS OF THE BOARD ARE ELECTED BY THE MEMBERSHIP AT ITS ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS ARE ENTITLED TO VOTE ON ALL MATTERS RAISED AT MEETINGS OF THE MEMBERS OF THE ORGANIZATION. THE ANNUAL MEETING OF THE MEMBERS IS HELD AT THE SITE AND TIME OF AN EVENT HELD AT THE END OF THE FISCAL YEAR FOR THE PURPOSE OF ELECTING DIRECTORS AND TRANSACTING OTHER BUSINESS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION PROVIDES THE INTERNATIONAL FINANCE CHAIR WITH A COPY OF THE FORM 990, AND IT WAS MADE AVAILABLE FOR REVIEW BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A QUESTIONNAIRE IS SENT ANNUALLY TO EVERY CEO BOARD MEMBER. THEY ARE ASKED A SERIES OF QUESTIONS INCLUDING WHETHER THEY HAVE A BUSINESS OR FAMILY RELATIONSHIP WITH ANY OTHER OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE OF THE ORGANIZATION. THEY ARE ALSO ASKED TO DESCRIBE ANY BUSINESS TRANSACTIONS, INCLUDING DOLLAR AMOUNT AND PERCENTAGE OF OWNERSHIP, MADE WITH THE CONFLICTING PARTY. ANY FAMILY MEMBERS WHO ARE EMPLOYED BY THE ORGANIZATION ARE ALSO DISCLOSED. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR THE PRESIDENT AND CEO, COMPARABILITY DATA IS ANALYZED AND COMPENSATION IS RECOMMENDED BY THE COMPENSATION COMMITTEE, WHICH CONSISTS OF THE CURRENT INTERNATIONAL CHAIR, INTERNATIONAL CHAIR-ELECT, SENIOR VICE CHAIR, SENIOR VICE CHAIR-ELECT, IMMEDIATE PAST INTERNATIONAL CHAIR, AND THE INTERNATIONAL FINANCE CHAIR, AND APPROVED BY THE EXECUTIVE COMMITTEE, WHICH MAY EXERCISE THE AUTHORITY OF THE BOARD IN THIS MATTER. A PERFORMANCE REVIEW IS CONDUCTED ANNUALLY, IMMEDIATELY FOLLOWING THE CLOSE OF THE FISCAL YEAR, BY THE COMPENSATION COMMITTEE AND APPROVED BY THE EXECUTIVE COMMITTEE. FOR SENIOR MANAGEMENT AND STAFF, THE PRESIDENT AND CEO MAKES RECOMMENDATIONS TO THE COMPENSATION COMMITTEE, WHO WILL THEN APPROVE, DISAPPROVE, OR PROVIDE RECOMMENDATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | FOREIGN CURRENCY ADJUSTMENT -19. |
| FORM 990, PART XII, LINE 2C | THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. |
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