2024-10-08T10:41:56+00:00 2023-12-31 363990892 Capin Crouse LLP 2435 Research Parkway Suite 200 Colorado Springs CO 80920 990 2023-01-01 202012491 CEO Forum Inc CEOF 6829990327 2840 Village Pkwy 100 Highland Village TX 75077 Richard S Lytle CEO/President 6829990327 2024-10-08 true true Ashley Peabody P01385870 5055022746 2024-10-08 2023 2024-10-15 13:58:12Z Richard S Lytle 2840 Village Pkwy 100 Highland Village TX 75077 4985541 false X www.theceoforum.org X 2004 DE Disciple CEOs & Sr. Executives so every employee might be influenced by a Christ-following leader. 11 10 22 15 0 0 6202981 3488569 225488 272937 20689 121319 0 0 6449158 3882825 0 0 0 0 2141883 2490945 0 0 210734 1182260 1520043 3324143 4010988 3125015 -128163 8560931 8685893 1175689 1280709 7385242 7405184 The mission of CEO Forum is to disciple CEOs and senior executives of major corporations so every employee might be influenced by a Christ-following leader. false false 3523150 272937 CEO FORUM SEEKS TO SERVE THE DISTINCT NEEDS OF CHRIST-FOLLOWING CEOS AND SENIOR EXECUTIVES THROUGH INDIVIDUAL PASTORAL CARE, PEER MEMBERSHIP COMMUNITIES, COACHING AND MENTORING, AND DISCIPLESHIP FOCUSED PROGRAMS AND EVENTS. CURRENTLY, OVER 334 INDIVIDUALS PARTICIPATE IN DISCIPLESHIP PROGRAMMING, WHICH INCLUDES MEMBERS, ALUMNI, FAMILIES, AND NEXT GENERATION LEADERS. APPROXIMATELY 81 INDIVIDUALS PARTICIPATE IN A "SPIRITUAL LEADERSHIP INSTITUTE" COURSE, APPROXIMATELY 70 MEMBERS PARTICIPATED IN OUR AREA FORUM EVENTS ACROSS 7 KEY CITIES, OVER 70 ATTENDED THE ENTRUST EVENT FOR NEXT GENERATION KEY LEADERS, 127 MEMBERS AND SPOUSES ATTENDED THE NATIONAL ANNUAL FORUM CONFERENCE, AND OVER 60 MEMBERS CURRENTLY ENGAGE IN 1:1 MONTHLY DISCIPLESHIP CALLS. 3523150 true true false false false false false false false true false false true true false true false false false false false false false false false false false false true false false false false false true true false true false false false false false false false false true X 23 0 true 22 true false false false false false false false false false false false false X 11 10 false true false false false false false true true false false true true true true true true true false false CA CT FL IL KY MA MN NH NC PA SC TN AR WA WI X Richard S Lytle 6829990327 2840 Village Pkwy 100 Highland Village TX 75077 Brandon Barnholt Chairman 3.0 X X 0 0 0 Richard Lytle CEO/President 50.0 X X 186292 0 120470 Thomas Manenti Vice Chairman 1.0 X X 0 0 0 Dan Dye Director 1.0 X 0 0 0 Debra Waller Director 1.0 X 0 0 0 Dennis Muilenburg Director 1.0 X 0 0 0 Jeff McCall Director 1.0 X 0 0 0 Lisa Nichols Director 1.0 X 0 0 0 Stephen Quinn Director 2.0 X 0 0 0 Tracy Schmidt Director/Audit Committee C 1.0 X 0 0 0 Victor Warren Director 1.0 X 0 0 0 Todd Bright Treasurer & CFO 30.0 X 0 0 0 David McQuiston Founder 20.0 X 123776 0 71118 Mark Meador VP of Member engagement and Discipleship 40.0 X 156385 0 39123 Rodney Reed VP of Member engagement and Discipleship 40.0 X 107194 0 78487 573647 0 309198 4 false true false 0 3488569 156573 3488569 Events and Education 900099 272937 272937 0 0 0 0 272937 123365 123365 0 0 1100670 1100670 2046 0 -2046 -2046 -2046 0 0 0 0 0 3882825 272937 0 121319 306762 266883 18407 21472 245884 213919 14754 17211 1609665 1461535 46863 101267 82471 71749 4948 5774 151738 130982 12714 8042 94425 81853 6704 5868 78000 78000 17475 17475 215640 138428 50639 26573 4060 252 288 3520 161839 148908 8395 4536 51063 44740 2951 3372 150268 130261 10669 9338 129683 129593 48 42 655428 654993 232 203 66 58 4 4 46509 40317 3302 2890 10012 8679 711 622 0 0 0 0 4010988 3523150 277104 210734 2314146 1541647 4997994 1096094 2427 0 0 0 114856 119686 245689 150834 128185 94855 4905419 0 0 1005750 925765 8560931 8685893 19286 29602 147867 320975 0 1008536 930132 1175689 1280709 X 7218264 7346232 166978 58952 7385242 7405184 8560931 8685893 -128163 148105 0 X false true X true false X 1612327 3008164 4455367 6202981 3488569 18767408 0 0 1612327 3008164 4455367 6202981 3488569 18767408 1615378 17152030 7160 1504 4684 20239 123365 156952 0 12 200 0 0 0 212 18924572 896167 0.9063 0.9105 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - MISCELLANEOUS REVENUE, COLUMN A - 12.0, COLUMN B - 200.0, COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 212.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 101594 45161 56433 144095 105673 38422 94855 Operating lease - right of use asset 919760 Financing lease - right of use asset 6005 925765 Operating lease obligation 924053 Financing lease obligation 6079 930132 4030930 148105 0 148105 3882825 0 0 3882825 4010988 0 0 4010988 0 0 4010988 X true true X X X false false false false false false false false false Richard Lytle CEO/President 183963 0 0 0 2329 0 18141 0 102329 0 306762 0 0 0 David McQuiston Founder 123615 0 0 0 161 0 11857 0 59261 0 194894 0 0 0 Mark Meador VP of Member engagement and Discipleship 155830 0 0 0 555 0 3211 0 35912 0 195508 0 0 0 Rodney Reed VP of Member engagement and Discipleship 106666 0 0 0 528 0 4320 0 74167 0 185681 0 0 0 Schedule J, Part I, Line 1a Housing allowance or residence for personal use Pursuant to Internal Revenue Code Section 107, ministerial housing allowances are provided for qualifying ministerial employees. This is not included in taxable compensation. All officers met the qualifications for and received a ministerial housing allowance during the tax year. David McQuiston Founder 194894 Compensation false Jeanne Lytle Family member of Richard Lytle, CEO/President 50990 Compensation false Todd Bright 35% > Owner of Bright and Associates LLC 78000 Compensation false X 7 156573 Other - Cost/share x # of shares 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - The number of contributions represent the number of contributions received, not the number of shares donated. Form 990, Part V, Line 2a CEO Forum does not file any W-2s as all employees are outsourced from a professional employment organization (PEO). The number reported on this line represents the number of employees the filing organizations leased from the PEO. CEO Forum reimburses the professional employment organization for the employees' compensation and the reimbursements are reported on 990 Part VII, Section A and 990 Part IX, Lines 5 -10. Form 990, Part VI, Line 15b The organization does not compensate any other officers or key employees. Therefore, this line was answered no in accordance with the instructions. Form 990, Part VI, Line 3 Delegation of management duties CEO Forum entered into an agreement with Bright and Associates LLC for management services including the work of CFO & Treasurer, Todd Bright. The scope of these services included financial operations via CFO Services. A total of $78,000 was paid to Bright and Associates LLC during the year with $78,000 allocated to the management role of CFO & Treasurer for Todd Bright. Form 990, Part VI, Line 11b Review of form 990 by governing body Form 990 was prepared by an independent CPA firm. The return was reviewed in detail by the finance team and then sent to the Board for their review before being filed with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy Board members and officers are required to disclose potential conflicts of interest on an annual basis. The signed statements are reviewed by the CEO/President. The finance and management teams monitor all transactions. Any potential conflicts of interest identified are brought to the board's attention, 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, Line 15a Process to establish compensation of top management official The compensation committee, consisting of independent members of the board of directors, is responsible for determining compensation and benefits for the CEO/President. In making their decisions, comparability data is referenced including compensation and benefits provided to individuals holding similar positions at similar organizations in similar geographic regions. All compensation related deliberations and decisions are recorded in communication with the CFO. Form 990, Part VI, Line 19 Required documents available to the public The governing documents, conflict of interest policy, and financial statements are available upon request. Form 990, Part VII, Section A Form 990, Part VII and Schedule J, Part II: Compensation reported in Part VII, column D and Schedule J, Part II, column B is the amount reported on the individual's W-2, box 1 or 5 (whichever amount is greater) per the IRS instructions. In the case of minister's compensation when box 5 of the W-2 is not applicable, box 1 compensation is used. Employee deferrals to qualified retirement plans are normally captured in box 5, not box 1 of Form W-2. For reporting purposes we have included the minister's retirement plan deferrals in Part VII, column F and Schedule J, Part II, column C.