2024-05-15T18:29:11-05:00 2023-06-30 562306396 BEACH FREEMAN LIM & CLELAND LLP 861 PARKVIEW DR N SUITE 200 EL SEGUNDO CA 90245 990 2022-07-01 330960182 EO ORANGE COUNTY EOOR 9516986848 4521 CAMPUS DRIVE 272 IRVINE CA 92612 PAUL BRESENDEN FINANCE CHAIR 9516986848 2024-05-15 1 PAUL BRESENDEN 999009999 0 STEVE CLELAND P00367242 3104471234 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X RYDAN CASE 4521 CAMPUS DRIVE 272 IRVINE CA 92612 1434962 0 X WWW.EOACCESS.EONETWORK.ORG/ORANGECOUNTY X 2001 CA TO ENGAGE LEADING ENTREPRENEURS TO LEARN AND GROW. 13 13 1 130 0 0 605625 874174 420032 556679 191 4109 0 0 1025848 1434962 0 5000 0 0 62834 74769 0 0 0 645705 1549954 708539 1629723 317309 -194761 695999 777414 81494 335479 614505 441935 TO ENGAGE LEADING ENTREPRENEURS TO LEARN AND GROW. 0 0 1338747 5000 556679 LEARNING AND NETWORKINGLEARNING AND NETWORKING INCLUDE OPPORTUNITIES FOR MEMBERS TO ATTEND EVENTS THAT INCLUDE PRESENTATIONS FROM OTHER RENOWNED SUCCESSFUL ENTREPRENEURS, AUTHORS, AND BUSINESS LEADERS. 135671 TRAINING AND DEVELOPMENT TRAINING AND DEVELOPMENT INCLUDES FORUM TRAINING, MODERATOR TRAINING AND SUPPORT FOR FORUM AND MODERATORS. THIS ENHANCES MEMBERS' SKILLS IN SHARING EXPERIENCES, IDEAS, AND OTHER INFORMATION.IN ADDITION, THIS INCLUDES BOARD MEMBER ATTENDANCE AT THE EO GLOBAL LEADERS CONFERENCE ANNUALLY. THIS CONFERENCE TRAINS THE BOARD MEMBERS ON BEST PRACTICES FOR THEIR BOARD POSITIONS. 1474418 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 1 0 0 CA X THE ORGANIZATION 9516986848 4521 CAMPUS DRIVE 272 IRVINE CA 92612 X RYDAN CASE PRESIDENT 10.00 X X 0 0 0 STEVE WILKES PRESIDENT-ELECT 10.00 X 0 0 0 NAOMI THOMAS LEARNING CHAIR 10.00 X 0 0 0 PAUL BRESENDEN COMMUNICATIONS CHAIR 10.00 X 0 0 0 MICHELLE DOAN MEMBER ENGAGEMENT 10.00 X 0 0 0 DAN BERZANSKY FORUM CHAIR 10.00 X 0 0 0 FLETCHER WIMBUSH MEMBERSHIP CHAIR 10.00 X 0 0 0 LAN PHAM GSEA CHAIR 10.00 X 0 0 0 RYAN BROWN SPONSORSHIP CHAIR 10.00 X 0 0 0 TODD AUSHERMAN ACCELERATOR CHAIR 10.00 X 0 0 0 ERIC CODORNIZ FINANCE CHAIR 10.00 X X 0 0 0 NICOLAS SZCZEDRIN MYEO CHAIR 10.00 X 0 0 0 HEIDI CODORNIZ SPOUSAL REPRESENTATIVE 10.00 X 0 0 0 0 0 0 0 0 0 0 0 555556 318618 874174 EVENT FEES 711300 556679 556679 556679 4109 4109 1434962 556679 0 4109 5000 5000 69594 55675 13919 5175 4140 1035 7513 7513 12031 12031 165258 68176 97082 3023 3023 ALCHEMY EXPENSES 818365 818365 LEARNING CHAIR EVENT EX 276581 276581 LEADERSHIP CHAIR EXPENS 135105 133178 1927 DINE AROUND 59497 59497 72581 53806 18775 1629723 1474418 155305 0 596267 777414 99732 695999 777414 81394 335479 100 81494 335479 X 614505 441935 614505 441935 695999 777414 -194761 22191 0 X 0 0 0 X 422892 475480 463074 605625 874174 2841245 422892 475480 463074 605625 874174 2841245 0 0 0 2841245 3533 2590 129 191 4109 10552 3533 2590 129 191 4109 10552 426425 478070 463203 605816 878283 2851797 0.99630 0.99670 0.00370 0.00330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN EOOC IS OPEN TO ANY INDIVIDUAL THAT MEETS THE MEMBERSHIP CRITERIA SET FORTH BY EO GLOBAL AND ANY ADDITIONS THERETO SET FORTH IN THE THEN APPLICABLE EOOC POLICIES AND PROCEDURES DOCUMENT. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF EOOC IS ELECTED BY A MAJORITY VOTE BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B PROCEDURES - BOARD MEMBERS REVIEW OF FORM 990 THE BOARD MEMBERS SHALL HAVE THE RESPONSIBILITY FOR REVIEWING THE ORGANIZATION'S FORM 990 (INCLUDING ALL PERTINENT SCHEDULES) BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. A DRAFT OF THE FORM 990 SHOULD BE READY FOR REVIEW BY THE BOARD MEMBERS PRIOR TO THE FILING DEADLINE. AFTER THE DRAFT OF THE FORM 990 HAS BEEN OBTAINED BY THE BOARD MEMBERS, THEY WILL HAVE NO MORE THAN TWO WEEKS TO COMPLETE THEIR REVIEW. IN CONDUCTING THEIR REVIEW OF THE DRAFT OF THE FORM 990, IT IS PREFERRED THAT THE BOARD MEMBERS SHALL CONDUCT A TOP-LEVEL OR BIG-PICTURE TYPE OF REVIEW. HOWEVER, IF THE BOARD MEMBERS DESIRES OR DEEMS IT NECESSARY TO CONDUCT A MORE DETAILED REVIEW OF THE FORM 990, THEN THEY SHOULD CONTACT THE PREPARER OF THE FORM 990 TO REQUEST COPIES OF THE RELEVANT DETAILED TAX RETURN WORKPAPERS WHICH THEY WOULD LIKE TO SEE. ALL OF THE QUESTIONS, COMMENTS, AND SUGGESTED REVISIONS SET FORTH BY THE BOARD MEMBERS SHOULD BE DOCUMENTED, ALONG WITH ANY RESPONSES FROM THE PREPARER OF THE FORM 990, IF APPLICABLE. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS DISCUSSED ANNUALLY AT THE BOARD OF DIRECTORS MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS ANNUALLY REVIEWS COMPENSATION FOR ALL EMPLOYEES USING INDUSTRY DATA AND COMPARABLE DATA FROM OTHER CHAPTERS AND EO GLOBAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION CURRENTLY DOES NOT MAKE ITS FINANCIAL STATEMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC. PROCEDURES - PUBLIC INSPECTION OF DOCUMENTS THE FOLLOWING ORGANIZATIONAL DOCUMENTS WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE: -EO GLOBAL INTERNAL REVENUE SERVICE DETERMINATION LETTER -ARTICLES OF INCORPORATION -BY-LAWS THE PUBLIC INSPECTION COPY OF THE ORGANIZATION'S FORM 990, FROM THE PREVIOUS THREE YEARS (AT A MINIMUM), WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE. THE PUBLIC INSPECTION COPY OF THE FORM 990 WILL NOT INCLUDE THE SCHEDULE A EXCESS CONTRIBUTORS OR THE SCHEDULE B NAMES AND ADDRESSES OF CONTRIBUTORS. THE ORGANIZATION WILL MAKE BEST EFFORTS TO ENSURE THAT THE FORMS 990 HELD AT THEIR MAIN OFFICE ARE THE MOST UPDATED VERSIONS OF SUCH. FOR EXAMPLE, IN THE INSTANCE WHERE A FORM 990 HAS BEEN AMENDED, THE AMENDED VERSION OF THE FORM 990 SHOULD BE THE ONE AVAILABLE FOR PUBLIC INSPECTION. WHEN RESPONDING TO A PUBLIC INSPECTION REQUEST FOR ANY ORGANIZATIONAL DOCUMENT OR FORM 990 BY ANYONE, THE ORGANIZATION SHALL FULFILL SUCH REQUEST IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST.