2026-09-14T13:21:28-05:00 2025-10-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-11-01 205778912 CHIEF EXECUTIVES ORGANIZATION INC CHIE 2028131901 2112 PENNSYLVANIA AVENUE NW 510 WASHINGTON DC 20037 JENNIFER LEHMANN WENG PRESIDENT AND CEO 2028131901 2026-09-14 1 1 AARON FOX P01365820 2022274000 2026-09-14 2024 CEO JENNIFER LEHMANN WENG 2112 PENNSYLVANIA AVENUE NW 510 WASHINGTON DC 20037 38818887 0 X WWW.CEO.ORG X 1958 DE 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. 41 41 41 182 1100 0 0 0 33972175 35354728 963382 975442 0 0 34935557 36330170 0 0 0 0 5700349 6427027 0 0 0 27577452 28484975 33277801 34912002 1657756 1418168 36484819 44470693 23549331 28281096 12935488 16189597 X 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. 0 0 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. 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. 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. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 72 0 1 41 1 1 1 0 0 0 1 1 0 0 0 X 41 41 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X FRANCIS SHAFER 2028131901 2112 PENNSYLVANIA AVENUE NW 510 WASHINGTON DC 20037 JAMSHEED AMERI INTL CHAIR OF BOARD 5.00 X X 0 0 0 JAMES KRALIK INTL CHAIR OF BOARD-ELECT 5.00 X X 0 0 0 CHARLES CRAWFORD SR VICE CHAIR OF BOARD 5.00 X X 0 0 0 YATIN PATEL SR VICE CHAIR OF BOARD-ELECT 5.00 X X 0 0 0 HELEN DRAGAS INTL FINANCE CHAIR 5.00 X X 0 0 0 ISABELLE NUSSLI INTL MEMBERSHIP CHAIR 5.00 X X 0 0 0 STEVE KAROL INTL EDUCATION CHAIR 5.00 X X 0 0 0 ROLAND STURM INTL EVENTS CHAIR 5.00 X X 0 0 0 AHMAD AL-SARI DIRECTOR 5.00 X 0 0 0 PETER ARMSTRONG DIRECTOR 5.00 X 0 0 0 JOHN ARNOLDY DIRECTOR 5.00 X 0 0 0 HANS BOGH-SORENSEN DIRECTOR 5.00 X 0 0 0 JIM BRADY DIRECTOR 5.00 X 0 0 0 TIMOTHY P BROWN DIRECTOR 5.00 X 0 0 0 ANDREAS DANNENBERG DIRECTOR 5.00 X 0 0 0 JORGE DE LA GUARDIA DIRECTOR 5.00 X 0 0 0 SAM DUBOC DIRECTOR 5.00 X 0 0 0 NAVEEN EL TAHRI DIRECTOR 5.00 X 0 0 0 AARON FELDMAN DIRECTOR 5.00 X 0 0 0 ROBERT FLEISHMAN DIRECTOR 5.00 X 0 0 0 BILL GLUBIAK DIRECTOR 5.00 X 0 0 0 HARRY HUI DIRECTOR 5.00 X 0 0 0 GREGORY JONES DIRECTOR 5.00 X 0 0 0 JOHN KOTTS DIRECTOR 5.00 X 0 0 0 ALLAN LIU DIRECTOR 5.00 X 0 0 0 NATALIA LUIS DIRECTOR 5.00 X 0 0 0 DAVID MALCOLM DIRECTOR 5.00 X 0 0 0 MICHAEL MARGOLIS DIRECTOR 5.00 X 0 0 0 RONNIE MORGAN DIRECTOR 5.00 X 0 0 0 EDUARDO PACHECO DIRECTOR 5.00 X 0 0 0 GRAEME PRIOR DIRECTOR 5.00 X 0 0 0 RYAN RANS DIRECTOR 5.00 X 0 0 0 ALEX ROUDI DIRECTOR 5.00 X 0 0 0 INA SINGH DIRECTOR 5.00 X 0 0 0 TIM STOJKA DIRECTOR 5.00 X 0 0 0 CHRISTIAN STOLZ DIRECTOR 5.00 X 0 0 0 ANTHONY STRANGE DIRECTOR 5.00 X 0 0 0 CHRISTINE TORETTI DIRECTOR 5.00 X 0 0 0 SIMA VED DIRECTOR 5.00 X 0 0 0 LUIS VIDAL DIRECTOR 5.00 X 0 0 0 GAIL WARRIOR-SUCHY DIRECTOR 5.00 X 0 0 0 JENNIFER LEHMANN WENG PRESIDENT & CEO 50.00 X 592117 0 210105 FRANCIS SHAFER CHIEF FINANCIAL OFFICER 50.00 X 217858 0 84429 STACY BAILINE DIRECTOR OF EVENTS 50.00 X 210417 0 24920 LEAH ROMERO DIRECTOR OF EDUCATION 50.00 X 186289 0 46189 MARY GRACE MEYERS DIRECTOR OF MEMBERSHIP 50.00 X 222500 0 22228 RICHARD LARIMER DIRECTOR OF MARKETING 50.00 X 166667 0 36223 ROBERT SMITH SR MEMBERSHIP SERVICES MGR 50.00 X 143187 0 17685 LAUREN BONE ASSOC DIRECTOR OF EVENTS 50.00 X 139900 0 19022 CHELSEA THOMPSON ASSOC DIRECTOR OF EDUCATION 50.00 X 138333 0 17601 ANDREA FRIES CONTROLLER 50.00 X 137133 0 10527 NATALIE NOAKES SR PROCUREMENT AND EVENTS MGR 50.00 X 129848 0 20667 2284249 0 509596 16 0 1 0 SEBONACK GOLF CLUB LLC 270 SOUTH SERVICE ROAD SUITE 45 MELVILLE NY 11747 EVENT VENUE 231385 DEANNA S SIBBALD 107 WEST MONROE AVENUE ALEXANDRIA VA 22301 CONSULTING 135225 FTLFS HOTEL PROPERTY 525 NORTH FORT LAUDERDALE BEACH BLV FORT LAUDERDALE FL 33304 EVENT VENUE 134000 3 EXECUTIVE EDUCATION, SEMINARS 900099 26772345 26772345 MEMBERSHIP DUES 900099 8582383 8582383 35354728 995088 1100 993988 2468946 125 2488717 0 -19771 125 -19646 -19646 36330170 35354728 1100 974342 2012197 3705679 157746 204451 346954 12049 86153 77299 498782 614308 1163875 314460 241263 24742522 117807 260536 INTERNATIONAL SOS 135982 COMMUNICATIONS 100900 HEALTHNETWORK 65030 WEBINARS 46649 7360 34912002 1032 7501299 17379323 10467449 130680 385865 4658668 5781687 1979447 972640 108106 1006807 12848452 15628441 959765 288125 398793 3411020 36484819 44470693 2768867 2988638 19538015 21276957 1242449 4015501 23549331 28281096 X 12935488 16189597 12935488 16189597 36484819 44470693 X 1418168 1835960 -19 X X 0 1 X 1 0 0 1 0 93270 2088 91182 659227 146353 512874 1226950 824199 402751 1006807 DEPOSITS 61555 DEFERRED COMP PLAN ASSETS 165537 RIGHT OF USE ASSET (ROU) 3183928 3411020 DEFERRED COMP PLAN LIABILITIES 165537 DEFERRED LEASE LIABILITY 3849964 4015501 X 38088687 1835960 -19 1835941 36252746 77299 125 77424 36330170 34834578 -125 -125 34834703 77299 77299 34912002 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. MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES EDUCATIONAL EVENTS 6310124 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES EDUCATIONAL EVENTS 5034280 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 1 PROGRAM SERVICES EDUCATIONAL EVENTS 5240048 EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES EDUCATIONAL EVENTS 316158 NORTH AMERICA (WHICH INCLUDES CANADA AND MEXICO, BUT NOT THE U.S.) 0 1 PROGRAM SERVICES EDUCATIONAL EVENTS 691405 SOUTH ASIA 0 1 PROGRAM SERVICES EDUCATIONAL EVENTS 1512489 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES EDUCATIONAL EVENTS 1024947 CENTRAL AMERICA & THE CARIBBEAN 0 0 PROGRAM SERVICES EDUCATIONAL EVENTS 897620 0 5 0 0 0 5 21027071 0 21027071 0 0 0 0 0 1 X X X X 0 0 0 JENNIFER LEHMANN WENG PRESIDENT & CEO 497117 0 95000 0 0 0 163700 0 46405 0 802222 0 95000 0 FRANCIS SHAFER CHIEF FINANCIAL OFFICER 192858 0 25000 0 0 0 44400 0 40029 0 302287 0 25000 0 MARY GRACE MEYERS DIRECTOR OF MEMBERSHIP 167500 0 55000 0 0 0 13350 0 8878 0 244728 0 25000 0 STACY BAILINE DIRECTOR OF EVENTS 180417 0 30000 0 0 0 12625 0 12295 0 235337 0 0 0 LEAH ROMERO DIRECTOR OF EDUCATION 156289 0 30000 0 0 0 12350 0 33839 0 232478 0 0 0 RICHARD LARIMER DIRECTOR OF MARKETING 166667 0 0 0 0 0 35000 0 1223 0 202890 0 0 0 ROBERT SMITH SR MEMBERSHIP SERVICES MGR 129187 0 14000 0 0 0 8620 0 9065 0 160872 0 0 0 LAUREN BONE ASSOC DIRECTOR OF EVENTS 124900 0 15000 0 0 0 8490 0 10532 0 158922 0 0 0 CHELSEA THOMPSON ASSOC DIRECTOR OF EDUCATION 123333 0 15000 0 0 0 8300 0 9301 0 155934 0 0 0 NATALIE NOAKES SR PROCUREMENT AND EVENTS MGR 119848 0 10000 0 0 0 18653 0 2014 0 150515 0 0 0 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.