2026-05-15T15:23:43-05:00 2025-06-30 333709623 COHNREZNICK ADVISORY LLC 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2024-07-01 521651248 ENTREPRENEURS ORGANIZATION ENTR 7035196700 500 MONTGOMERY STREET SUITE 600 ALEXANDRIA VA 22314 JAMIE PUJARA EXECUTIVE DIRECTOR 7035196700 2026-05-15 1 1 DANIEL O'SHEA P00957510 3016529100 2026-05-15 2024 2025-03-06 01:10:19Z JAMIE PUJARA 500 MONTGOMERY STREET SUITE 600 ALEXANDRIA VA 22314 143104768 0 X WWW.EONETWORK.ORG X 1987 DC TO ENGAGE LEADING ENTREPRENEURS TO LEARN AND GROW. 9 9 87 385 0 0 0 45680 65663729 70224525 1954336 2713623 1933261 1780826 69551326 74764654 0 0 0 0 20019518 20331679 0 0 0 42562942 50134057 62582460 70465736 6968866 4298918 80571921 94509444 55835670 64564549 24736251 29944895 X TO ENGAGE LEADING ENTREPRENEURS TO LEARN AND GROW. 0 0 28383515 58765075 CHAPTER DEVELOPMENT -- THE EO CHAPTER BASE GREW TO 222 WORLDWIDE, SERVICING OVER 20,200+ MEMBERS. EO INTERNATIONAL WAS INSTRUMENTAL IN THE FORMATION OF NEW START-UP CHAPTERS, AS WELL AS GROWING AND MAINTAINING EXISTING CHAPTERS. THE MAIN CONTRIBUTIONS INCLUDE ESTABLISHING SYSTEMS AND PROCEDURES, TRAINING OF A LOCAL EXECUTIVE BOARD, AND MAINTENANCE OF THE MEMBERSHIP BASE. 12108066 LEARNING AND LEADERSHIP -- EO SUPPORTS ITS MEMBERSHIP THROUGH PRODUCTS AND SERVICES THAT ADD TO MEMBER VALUE. BEING A LEARNING BASED ORGANIZATION, MOST OF THE PRODUCTS DEVELOPED BY EO ARE DELIVERED THROUGH DIFFERENT LEARNING FORMATS. SOME PRODUCTS ARE, CHAPTER LEARNING TOURS, VIRTUAL LEARNING, LEADERSHIP DEVELOPMENT AND MYEO. 16123548 11459450 CONFERENCES AND FORUMS -- EO CONDUCTED THIRTEEN CONFERENCES LAST FISCAL YEAR. THESE CONFERENCES PROVIDE AMPLE LEARNING OPPORTUNITY TO ITS MEMBERS IN VARIOUS FORMATS (GENERAL SESSIONS WITH TOP SPEAKERS, LEARNING TRACKS THAT RANGE FROM BUSINESS TO SOCIAL IMPACTS AND OFFSITE LEARNING ACTIVITIES THAT INCLUDE SPENDING A FEW HOURS WITH THE CEO'S OF LOCAL COMPANIES). EO FORUMS PROVIDE LEARNING TO EACH MEMBER ON A PEER TO PEER BASIS AND THEY MEET MONTHLY. 5619771 OTHER PROGRAM EXPENSES -- STRATEGIC COMMUNICATIONS, INFORMATION SYSTEMS DEVELOPMENT, BUSINESS DEVELOPMENT, ORGANIZATIONAL LEADERSHIP AND GLOBAL RESOURCES 5619771 62234900 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 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 0 0 0 1 87 0 1 87 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 DC X X RUSSELL GARVEY 7035196700 500 MONTGOMERY STREET SUITE 600 ALEXANDRIA VA 22314 ALAN CHEUNG DIRECTOR 10.00 X 0 0 0 CHANG NG DIRECTOR 10.00 X 0 0 0 DAVE PARKER CEO (THRU 5/25) 40.00 X X 366794 0 24301 DAVID LOANEY CHAIR OF STANDING FINANCE COMMITTEE 10.00 X X 0 0 0 DAVID NILSSEN DIRECTOR 10.00 X 0 0 0 JAIME PUJARA CHAIR (THRU 05/15/2025) 10.00 X X 0 0 0 JOAQUIN CORDERO CHAIR ELECT 10.00 X 0 0 0 JULIE VERGARA DIRECTOR 10.00 X 0 0 0 ROMUALD LAPOINTE DIRECTOR 10.00 X 0 0 0 STEVE BENITEZ DIRECTOR 10.00 X 0 0 0 TAUYNA RENSON MARTIN DIRECTOR 10.00 X 0 0 0 LESLIE RUGABER CHAIR 10.00 X X 0 0 0 BETH MARCHESSAULT CHIEF MEMBERSHIP OFFICER 40.00 X 323945 0 19604 DEBORAH RAINEY COO 40.00 X 412417 0 42765 ROBERT TEWINKLE CFO (THRU 2/25) 40.00 X 122983 0 13515 DAVID STEPHENSON SVP, TECHNOLOGY 40.00 X 263787 0 23616 EMILY CARRION CHIEF MARKETING OFFICER 40.00 X 160395 0 18292 TIESHIA MOORE SVP, PRODUCTS 40.00 X 224880 0 35973 ELIZABETH DAVIS VP, CHAPTER OPERATIONS 40.00 X 173085 0 25161 KYLE PHILLIPS VP, TECHNOLOGY 40.00 X 198830 0 13818 LEAH MERCADO VP, EVENTS & MEETINGS 40.00 X 209531 0 20672 PAUL HUBBELL VP, TECHNOLOGY OPERATIONS & SECURITY 40.00 X 172874 0 26713 RUSSELL GARVEY VP, FINANCE; INTERIM CFO 40.00 X 253883 0 34244 PANKAJ YADAVA FORMER CHIEF PRODUCT OFFICER 40.00 X 328225 0 13180 3211629 0 311854 13 1 1 0 BROWN RUDNICK LLP 7 TIMES SQ NEW YORK NY 10036 LEGAL FEES 430401 BIRDIEBOX LLC 15900 GATEWAY DR100 FRISCO TX 75035 SHIPPING 180000 ASM GLOBAL DBA COWTOWN COLISEUM 121 EAST EXCHANGE AVE FORT WORTH TX 76164 EVENT SERVICES 138343 IAN VIBBART 23376 NW COUNTY RD 236 HIGH SPRINGS FL 32643 DESIGN CONSULTING 135475 GREEN BUZZ AGENCY LLC 300 N LEE ST STE 500 ALEXANDRIA VA 22314 VIDEO PRODUCTION 130403 6 45680 45680 MEMBERSHIP DUES 900099 58765075 58765075 CONFERENCES & FORUMS 900099 11459450 11459450 70224525 2556738 2556738 1208041 1208041 68496999 68340114 156885 156885 156885 INSURANCE RECOVERY AND SETTLEMENT 900099 572785 572785 572785 74764654 70224525 0 4494449 2636658 2346469 290189 14515056 12917541 1597515 551070 490420 60650 1550989 1380288 170701 1077906 959273 118633 214094 214094 72710 72710 2825159 2522225 302934 2807799 2769688 38111 3009979 521670 2488309 3421374 3412947 8427 199153 177234 21919 8108452 6129530 1978922 22006023 21225922 780101 CHAPTER & REGIONAL SUPP 7469314 7381693 87621 70465736 62234900 8230836 0 21250685 7467365 338486 29710658 1417987 3630194 56040628 52340563 1442183 1302560 81952 58104 80571921 94509444 6753308 11426426 47576857 51758516 1505505 1379607 55835670 64564549 X 24736251 29944895 24736251 29944895 80571921 94509444 4298918 909726 0 X 0 1 X 1 0 X 1377752 38049 58368 1474169 31607386 50094948 60961617 65663729 70224525 278552205 32985138 50094948 60999666 65663729 70282893 280026374 0 0 0 280026374 1123389 894358 1549994 3219637 3764779 10552157 1123389 894358 1549994 3219637 3764779 10552157 141826 83695 28123 901987 572785 1728416 34250353 51073001 62577783 69785353 74620457 292306947 0.95800 0.96490 0.03610 0.03070 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 141,826. 2021 AMOUNT: $ 83,695. 2022 AMOUNT: $ 28,123. 2023 AMOUNT: $ 545. INSURANCE RECOVERY AND SETTLEMENTS - 2023 AMOUNT: $ 901,442. 2024 AMOUNT: $ 572,785. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OPERATING LEASE LIABILITY 1379607 1379607 X 75687068 909726 12688 922414 74764654 0 74764654 70478424 12688 12688 70465736 0 70465736 PART X, LINE 2: EO IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). DUE TO ITS TAX-EXEMPT STATUS, EO IS NOT SUBJECT TO INCOME TAXES ON REVENUE THAT IS GENERATED RELATED TO ITS EXEMPT PURPOSE. EO IS REQUIRED TO FILE AND DOES FILE TAX RETURNS WITH THE INTERNAL REVENUE SERVICE ("IRS") AND OTHER TAXING AUTHORITIES. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO EO'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. DURING THE YEARS ENDED JUNE 30, 2025 AND 2024, EO DID NOT EARN ANY UNRELATED BUSINESS INCOME FROM ITS ACTIVITIES. EO BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. EO RECOGNIZES INTEREST AND PENALTIES EXPENSE RELATED TO UNCERTAIN TAX POSITIONS IN MANAGEMENT AND GENERAL EXPENSES ON THE CONSOLIDATED STATEMENTS OF ACTIVITIES AND CHANGE IN NET ASSETS. EO REPORTED NO PENALTIES AND INTEREST RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. INCOME TAX RETURNS FILED BY EO ARE SUBJECT TO EXAMINATION BY THE IRS FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE IRS, TAX YEARS SINCE 2022 REMAIN OPEN. PART XI, LINE 2D - OTHER ADJUSTMENTS: HOTEL REFUND 12,688. PART XII, LINE 2D - OTHER ADJUSTMENTS: HOTEL REFUND 12,688. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 5 PROGRAM SERVICES LEARNING ACTIVITIES, CHAPTER DEVELOPMENT, FORUM TRAININGS AND CONFERENCES. 1658950 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 17 PROGRAM SERVICES LEARNING ACTIVITIES, CHAPTER DEVELOPMENT, FORUM TRAININGS AND CONFERENCES. 3745860 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 9 PROGRAM SERVICES LEARNING ACTIVITIES, CHAPTER DEVELOPMENT, FORUM TRAININGS AND CONFERENCES. 3895470 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 1 PROGRAM SERVICES LEARNING ACTIVITIES, CHAPTER DEVELOPMENT, FORUM TRAININGS AND CONFERENCES. 1598570 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 24 PROGRAM SERVICES LEARNING ACTIVITIES, CHAPTER DEVELOPMENT, FORUM TRAININGS AND CONFERENCES. 4132560 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 16 PROGRAM SERVICES LEARNING ACTIVITIES, CHAPTER DEVELOPMENT, FORUM TRAININGS AND CONFERENCES. 3256750 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 5 PROGRAM SERVICES LEARNING ACTIVITIES, CHAPTER DEVELOPMENT, FORUM TRAININGS AND CONFERENCES. 1456800 SOUTH AMERICA 0 2 PROGRAM SERVICES LEARNING ACTIVITIES, CHAPTER DEVELOPMENT, FORUM TRAININGS AND CONFERENCES. 985600 0 79 0 0 0 79 20730560 0 20730560 0 0 0 0 0 0 X 0 0 X 1 0 0 0 0 0 0 1 0 DEBORAH RAINEY COO 357117 0 55300 0 0 0 20250 0 22515 0 455182 0 0 0 DAVE PARKER CEO (THRU 5/25) 347068 0 19726 0 0 0 18750 0 5551 0 391095 0 0 0 BETH MARCHESSAULT CHIEF MEMBERSHIP OFFICER 323445 0 500 0 0 0 18105 0 1499 0 343549 0 0 0 PANKAJ YADAVA FORMER CHIEF PRODUCT OFFICER 171475 0 0 0 156750 0 7360 0 5820 0 341405 0 0 0 RUSSELL GARVEY VP, FINANCE; INTERIM CFO 201883 0 52000 0 0 0 11729 0 22515 0 288127 0 0 0 DAVID STEPHENSON SVP, TECHNOLOGY 263787 0 0 0 0 0 14961 0 8655 0 287403 0 0 0 TIESHIA MOORE SVP, PRODUCTS 224880 0 0 0 0 0 13458 0 22515 0 260853 0 0 0 LEAH MERCADO VP, EVENTS & MEETINGS 209531 0 0 0 0 0 11897 0 8775 0 230203 0 0 0 KYLE PHILLIPS VP, TECHNOLOGY 198830 0 0 0 0 0 11182 0 2636 0 212648 0 0 0 PAUL HUBBELL VP, TECHNOLOGY OPERATIONS & SECURITY 172874 0 0 0 0 0 9968 0 16745 0 199587 0 0 0 ELIZABETH DAVIS VP, CHAPTER OPERATIONS 173085 0 0 0 0 0 9946 0 15215 0 198246 0 0 0 EMILY CARRION CHIEF MARKETING OFFICER 160395 0 0 0 0 0 7000 0 11292 0 178687 0 0 0 PART I, LINE 3 EO'S HUMAN CAPITAL ADVISORY COMMITTEE (HCAC) WORKED WITH AN OUTSIDE FIRM TO RECOMMEND A CEO TO THE BOARD AND THEY ALSO ADVISED ON THE COMPENSATION PACKAGE FOR THE NEWLY HIRED CEO. PART I, LINE 4A IN 2024, PANKAJ YADAVA RECEIVED A SEVERANCE PAYMENT OF $156,750. PART I, LINE 7 THE CHIEF EXECUTIVE OFFICER RECEIVED A BONUS CONSISTENT WITH THE TERMS AND CONDITIONS OF AN APPROVED EMPLOYMENT AGREEMENT. AN ACTING BONUS WAS ALSO PROVIDED TO AN EMPLOYEE WHO TEMPORARILY PERFORMED THE DUTIES OF A KEY EMPLOYEE ROLE DURING A VACANCY IN THAT POSITION. ALL COMPENSATION WAS DETERMINED TO BE REASONABLE AND WAS APPROVED IN ACCORDANCE WITH THE ORGANIZATION'S COMPENSATION REVIEW AND APPROVAL PROCESSES. FORM 990, PART VI, SECTION A, LINE 6 THERE IS ONLY ONE CLASS OF MEMBERS, AND ALL MEMBERS HAVE EQUAL VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A GLOBAL BOARD CANDIDATES ARE SELECTED THROUGH AN APPLICATION AND INTERVIEW PROCESS. THE PROPOSED SLATE IS SENT TO THE GENERAL MEMBERSHIP TO REVIEW AND VOTE ON EACH CANDIDATE. A MAJORITY VOTE CAST SHALL CONSTITUTE APPROVAL OF A CANDIDATE. THERE IS ONLY ONE CLASS OF MEMBER AND ALL MEMBERS HAVE EQUAL VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNANCE COMMITTEE, MADE UP OF MEMBER VOLUNTEERS, IS RESPONSIBLE FOR ALL MEMBERSHIP DISCIPLINARY RECOMMENDATIONS TO THE BOARD OF DIRECTORS. ULTIMATELY THE BOARD OF DIRECTORS IS RESPONSIBLE FOR ALL GOVERNANCE AND OVERSIGHT CONCERNS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE STANDING FINANCE COMMITTEE AND BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY AND THE STATEMENTS ARE MONITORED AND REVIEWED BY THE GOVERNANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS PERFORMS AN ANNUAL EVALUATION OF THE CEO AND THAT IS TIED TO COMPENSATION AS WELL AS THE EMPLOYMENT CONTRACT. THE CEO PERFORMS AN ANNUAL REVIEW FOR EACH MEMBER OF THE EXECUTIVE TEAM. ANY POTENTIAL BONUSES, WHICH ARE TIED TO ORGANIZATION METRICS FOR THE EXECUTIVE TEAM ARE APPROVED BY THE BOARD OF DIRECTORS. FOR OTHER KEY EMPLOYEES OF THE ORGANIZATION, THE CEO REVIEWS THEIR COMPENSATION ON AN ANNUAL BASIS. OUTSIDE COMPENSATION TOOLS ARE USED ON AN ANNUAL BASIS FOR BENCHMARKING. FORM 990, PART VI, SECTION C, LINE 19 EO MAINTAINS A WEBSITE WHERE ITS BYLAWS, POLICIES AND PROCEDURES, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE.