Civic Intelligence

Primeglobal Inc

EIN 22-3471864 • 501(c)6 • Duluth, GA

Profile

To provide member firms with the tools and resources they need to furnish a broad spectrum of efficient, cost-effective accounting, auditing, and management services to clients around the globe.

3235 Satellite Blvd Bldg 400 300Duluth, GA 30096-8688

www.primeglobal.net

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

95th percentile

0.82x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

53rd percentile

0.19x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2023

Net Margin

43rd percentile

2.2%

Higher net margin than 43% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

97th percentile

79%

Faster asset growth than 97% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

20%

Faster revenue growth than 79% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,228,771

Up $200,673 (+20%) from 2023

Liabilities

Up

$893,991

Up $51,766 (+6.1%) from 2023

Net Assets

Up

$334,780

Up $148,907 (+80%) from 2023

Revenue

Up

$4,782,199

Up $378,132 (+8.6%) from 2023

Expenses

Up

$4,633,292

Up $327,698 (+7.6%) from 2023

Net Income

Up

$148,907

Up $50,434 (+51%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0-$500KAssets 2011: $252,614Liabilities 2011: $250,556Net Assets 2011: $2,0582011Assets 2012: $484,019Liabilities 2012: $462,871Net Assets 2012: $21,1482012Assets 2013: $488,986Liabilities 2013: $455,864Net Assets 2013: $33,1222013Assets 2014: $359,912Liabilities 2014: $274,167Net Assets 2014: $85,7452014Assets 2015: $298,142Liabilities 2015: $297,608Net Assets 2015: $5342015Assets 2016: $341,474Liabilities 2016: $343,061Net Assets 2016: -$1,5872016Assets 2017: $340,656Liabilities 2017: $336,456Net Assets 2017: $4,2002017Assets 2018: $148,226Liabilities 2018: $132,539Net Assets 2018: $15,6872018Assets 2019: $458,681Liabilities 2019: $195,833Net Assets 2019: $262,8482019Assets 2020: $361,590Liabilities 2020: $146,261Net Assets 2020: $215,3292020Assets 2021: $603,145Liabilities 2021: $245,440Net Assets 2021: $357,7052021Assets 2022: $573,433Liabilities 2022: $483,033Net Assets 2022: $90,4002022Assets 2023: $1,028,098Liabilities 2023: $842,225Net Assets 2023: $185,8732023Assets 2024: $1,228,771Liabilities 2024: $893,991Net Assets 2024: $334,7802024

Highlighted filing

2024

Assets$1,228,771
Liabilities$893,991
Net Assets$334,780

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $652,0342011Revenue 2012: $1,474,638Expenses 2012: $1,634,689Net Income 2012: -$160,0512012Revenue 2013: $1,420,529Expenses 2013: $1,414,555Net Income 2013: $5,9742013Revenue 2014: $969,343Expenses 2014: $906,711Net Income 2014: $62,6322014Revenue 2015: $2,124,581Expenses 2015: $2,209,792Net Income 2015: -$85,2112015Revenue 2016: $2,016,194Expenses 2016: $2,018,315Net Income 2016: -$2,1212016Revenue 2017: $1,498,790Expenses 2017: $1,493,003Net Income 2017: $5,7872017Revenue 2018: $1,867,420Expenses 2018: $1,855,933Net Income 2018: $11,4872018Revenue 2019: $1,798,010Expenses 2019: $1,550,849Net Income 2019: $247,1612019Revenue 2020: $2,003,158Expenses 2020: $2,050,677Net Income 2020: -$47,5192020Revenue 2021: $3,451,494Expenses 2021: $3,309,118Net Income 2021: $142,3762021Revenue 2022: $3,663,496Expenses 2022: $3,929,905Net Income 2022: -$266,4092022Revenue 2023: $4,404,067Expenses 2023: $4,305,594Net Income 2023: $98,4732023Revenue 2024: $4,782,199Expenses 2024: $4,633,292Net Income 2024: $148,9072024

Highlighted filing

2024

Revenue$4,782,199
Expenses$4,633,292
Net Income$148,907

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.89$0.33$4.78$4.63$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.84$0.19$4.40$4.31$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.48$0.09$3.66$3.93$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.60$0.25$0.36$3.45$3.31$0.14
2020Summary only. Only limited summary data is available for this year.$0.36$0.15$0.22$2.00$2.05$0.05
2019Summary only. Only limited summary data is available for this year.$0.46$0.20$0.26$1.80$1.55$0.25
2018Summary only. Only limited summary data is available for this year.$0.15$0.13$0.02$1.87$1.86$0.01
2017Summary only. Only limited summary data is available for this year.$0.34$0.34$0.00$1.50$1.49$0.01
2016Summary only. Only limited summary data is available for this year.$0.34$0.34$0.00$2.02$2.02$0.00
2015Summary only. Only limited summary data is available for this year.$0.30$0.30$0.00$2.12$2.21$0.09
2014Summary only. Only limited summary data is available for this year.$0.36$0.27$0.09$0.97$0.91$0.06
2013Summary only. Only limited summary data is available for this year.$0.49$0.46$0.03$1.42$1.41$0.01
2012Summary only. Only limited summary data is available for this year.$0.48$0.46$0.02$1.47$1.63$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.25$0.00$0.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Apr 14, 2025
Return Version
2023v6.0
Gross Receipts
$4,782,199
Mission and Program Overview

Mission

To provide member firms with the tools and resources they need to furnish a broad spectrum of efficient, cost-effective accounting, auditing, and management services to clients around the globe.

Promote the common interests of the regional members, the independent member firms, theassociation and the public accounting profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$297,973$645,631▲ $347,658
Accounts Receivable$730,125$583,140▼ $146,985
Rtn Earn Endowment Incm Other Fnds$185,873$334,780▲ $148,907
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,028,098$1,228,771▲ $200,673
Liabilities
Accounts Payable and Accrued Expenses$842,225$893,991▲ $51,766
Total Liabilities$842,225$893,991▲ $51,766
Net Assets / Fund Balance
Total Net Assets Fund Balance$185,873$334,780▲ $148,907
Total Liabilities and Net Assets / Fund Balance$1,028,098$1,228,771▲ $200,673
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen HeathcoteChief Executive OfficerPT$478,583$74,776$553,359
Maureen DillmoreExecutive Director - North America-$244,580$41,697$286,277
George GuoExecutive Director - Asia-$212,823$42,323$255,146
Gorana StojanovicExecutive Director - Communications-$199,101$34,372$233,473
Gary OwenExecutive Director - Finance-$170,494$24,184$194,678
KATIE O'BRYANExecutive Director - Events-$148,537$31,487$180,024

Board Members and Trustees

NameTitle
Mark WorseyChairman
Clementine LargeteauDirector
Dorys VenturaDirector
Edwin VogelDirector
Eric ChinDirector
Francois JegardDirector
Jorge EchevarriaDirector
Robert J DutkiewiczDirector
Robert LaissaurerDirector
Steve KerrickDirector
Russell BauknightTreasurer/secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Theirry DelvauxSales Account ManagementHILTON HALL HILTON LANE, Wolverhampton, Uk$300,082
Revenue and Support

Revenue Composition

Contributions and Grants
$4,404,555
Program Service Revenue
$377,644
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$148,907
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,633,292
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$3,353,513
Fees for Services Management---$483,075
Information Technology---$302,397
Office Expenses---$98,951
Travel---$76,081
Conferences and Meetings---$49,329
Fees for Services Accounting---$46,732
Insurance---$41,237
Fees for Services Legal---$27,115
Other Expenses---$10,026
Total Functional Expenses$0$0$0$4,633,292
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Classes of membership that comprise of the regional members and independent member firms both of which further the purpose of the association.

Form 990, Part VI, Section A, Line 7A

Board of directors consists of members of independent member firms.

Form 990, Part VI, Section A, Line 7B

All decisions are made by the board of directors.

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by ceo prior to filing with internal revenue service.

Form 990, Part VI, Section B, Line 12C

The organization's officers, directors, chief employed executive and chief employed finance executive will annually disclose or update to the chairman of the board of directors on a form provided by the organization their interests that could give rise to conflicts of interest, such as a list of family members, substantial business or investment holdings, and other transactions or affiliations with businesses and other organizations or those of family members. For each interest disclosed to the chairman of the board of directors, the chairman will determine whether to: (a) take no action; (b) assure full disclosure to the board of directors and other individuals covered by this policy; (c) ask the person to recuse from participation in related discussions or decisions within the organization; or (d) ask the person to resign from his or her position in the organization or, if the person refuses to resign, become subject to possible removal in accordance with the organization's removal procedures. The organization's chief employed executive and chief employed finance executive will monitor proposed or ongoing transactions for conflicts of interest and disclose them to the chairman of the board of directors in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occurred.

Form 990, Part VI, Section B, Line 15A

The ceo's compensation is reviewed and set each year by the world board. In setting the ceo's salary for the coming year they take into account previous year's performance, market conditions, comparable earnings of ceo's in comparable organizations, etc. They seek the views of their peers and independent persons operating within the executive search market. The results are documented and kept on file.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Primeglobal Inc
EIN
22-3471864
Phone
8002724423
Address
3235 SATELLITE BLVD BLDG 400 300, DULUTH, GA 30096-8688

Signing Officer

Name
Gary Owen
Title
Exec. Director - Finance/operations
Phone
8002724423
Signed
2025-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Heathcote
Formed
1993
Legal Domicile
Ga
Voting Board Members
11
Independent Board Members
11
Employees
12
Volunteers
14

Preparer

Firm
Schneider Downs & Co Inc
Address
ONE PPG PLACE SUITE 1700, PITTSBURGH, PA 15222
Preparer
Elena Faurie
Phone
4122613644
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Regional support fees 1,616,009. Finance and operations 518,054. Strategy consultants 471,582. Hr service fees 377,379. Events service fees 370,489.

Raw XML AppendixShowing 400 of 556 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR - FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR - ASIA
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR - NORTH AMERICA
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR - COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR - EVENTS
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STEPHEN HEATHCOTE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MAUREEN DILLMORE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2GEORGE GUO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3GORANA STOJANOVIC
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4GARY OWEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5KATIE O'BRYAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EXECUTIVE DIRECTOR - NORTH AMERICA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2EXECUTIVE DIRECTOR - ASIA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3EXECUTIVE DIRECTOR - COMMUNICATIONS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4EXECUTIVE DIRECTOR - FINANCE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt5EXECUTIVE DIRECTOR - EVENTS
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