Civic Intelligence

Allinial Global

EIN 72-0681619 • 501(c)6 • Duluth, GA

View Organization Page

Profile

We exist to service our Members by establishing an organization of independent professional firms in order to improve individual member profitability through the sharing of resources, information and expertise while maintaining and strengthening member independence.

PO Box 957749Duluth, GA 30095

www.allinialglobal.com

Siviq Scores

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

Liabilities / Assets

38th percentile

0.15x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

12th percentile

0.05x

Higher debt load relative to revenue than 12% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Source year 2024

Net Margin

33rd percentile

-0.0%

Higher net margin than 33% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

27th percentile

0.2%

Faster asset growth than 27% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

5.6%

Faster revenue growth than 46% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$3,327,145

Up $5,266 (+0.2%) from 2023

Liabilities

Up

$513,464

Up $8,485 (+1.7%) from 2023

Net Assets

Down

$2,813,681

Down $3,219 (-0.1%) from 2023

Operations
Liabilities / Revenue12th percentileNet Margin33rd percentile

Revenue

Up

$9,662,346

Up $515,900 (+5.6%) from 2023

Expenses

Up

$9,665,565

Up $376,528 (+4.1%) from 2023

Net Income

Up

-$3,219

Up $139,372 (+98%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,071,042Liabilities 2011: $693,351Net Assets 2011: $1,377,6912011Assets 2012: $2,147,933Liabilities 2012: $669,655Net Assets 2012: $1,478,2782012Assets 2013: $2,201,039Liabilities 2013: $555,139Net Assets 2013: $1,645,9002013Assets 2014: $2,358,652Liabilities 2014: $611,370Net Assets 2014: $1,747,2822014Assets 2015: $2,696,959Liabilities 2015: $869,777Net Assets 2015: $1,827,1822015Assets 2016: $2,535,098Liabilities 2016: $630,887Net Assets 2016: $1,904,2112016Assets 2017: $2,268,725Liabilities 2017: $589,052Net Assets 2017: $1,679,6732017Assets 2018: $2,751,314Liabilities 2018: $891,755Net Assets 2018: $1,859,5592018Assets 2019: $3,007,858Liabilities 2019: $988,965Net Assets 2019: $2,018,8932019Assets 2020: $3,289,184Liabilities 2020: $911,686Net Assets 2020: $2,377,4982020Assets 2021: $3,508,006Liabilities 2021: $562,587Net Assets 2021: $2,945,4192021Assets 2022: $3,779,337Liabilities 2022: $823,701Net Assets 2022: $2,955,6362022Assets 2023: $3,321,879Liabilities 2023: $504,979Net Assets 2023: $2,816,9002023Assets 2024: $3,327,145Liabilities 2024: $513,464Net Assets 2024: $2,813,6812024

Highlighted filing

2024

Assets$3,327,145
Liabilities$513,464
Net Assets$2,813,681
Open 2024 Filing

Operations Trend

Revenue Growth46th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $6,850,043Expenses 2011: $6,699,661Net Income 2011: $150,3822011Revenue 2012: $7,184,956Expenses 2012: $7,084,457Net Income 2012: $100,4992012Revenue 2013: $7,718,614Expenses 2013: $7,550,708Net Income 2013: $167,9062013Revenue 2014: $7,727,502Expenses 2014: $7,628,183Net Income 2014: $99,3192014Revenue 2015: $7,915,588Expenses 2015: $7,834,634Net Income 2015: $80,9542015Revenue 2016: $7,725,572Expenses 2016: $7,647,500Net Income 2016: $78,0722016Revenue 2017: $7,652,383Expenses 2017: $7,876,867Net Income 2017: -$224,4842017Revenue 2018: $8,003,499Expenses 2018: $7,823,265Net Income 2018: $180,2342018Revenue 2019: $8,276,585Expenses 2019: $8,118,480Net Income 2019: $158,1052019Revenue 2020: $6,093,313Expenses 2020: $5,734,261Net Income 2020: $359,0522020Revenue 2021: $7,173,344Expenses 2021: $6,603,754Net Income 2021: $569,5902021Revenue 2022: $8,205,782Expenses 2022: $8,191,543Net Income 2022: $14,2392022Revenue 2023: $9,146,446Expenses 2023: $9,289,037Net Income 2023: -$142,5912023Revenue 2024: $9,662,346Expenses 2024: $9,665,565Net Income 2024: -$3,2192024

Highlighted filing

2024

Revenue$9,662,346
Expenses$9,665,565
Net Income-$3,219
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,327,145
Liabilities
$513,464
Net assets
$2,813,681
Revenue
$9,662,346
Expenses
$9,665,565
Net income
-$3,219
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$0.51$2.81$9.66$9.67$0.00
2023Detailed filing. Detailed filing data is available for this year.$3.32$0.50$2.82$9.15$9.29$0.14
2022Detailed filing. Detailed filing data is available for this year.$3.78$0.82$2.96$8.21$8.19$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.51$0.56$2.95$7.17$6.60$0.57
2020Detailed filing. Detailed filing data is available for this year.$3.29$0.91$2.38$6.09$5.73$0.36
2019Summary only. Only limited summary data is available for this year.$3.01$0.99$2.02$8.28$8.12$0.16
2018Summary only. Only limited summary data is available for this year.$2.75$0.89$1.86$8.00$7.82$0.18
2017Summary only. Only limited summary data is available for this year.$2.27$0.59$1.68$7.65$7.88$0.22
2016Summary only. Only limited summary data is available for this year.$2.54$0.63$1.90$7.73$7.65$0.08
2015Summary only. Only limited summary data is available for this year.$2.70$0.87$1.83$7.92$7.83$0.08
2014Summary only. Only limited summary data is available for this year.$2.36$0.61$1.75$7.73$7.63$0.10
2013Summary only. Only limited summary data is available for this year.$2.20$0.56$1.65$7.72$7.55$0.17
2012Summary only. Only limited summary data is available for this year.$2.15$0.67$1.48$7.18$7.08$0.10
2011Summary only. Only limited summary data is available for this year.$2.07$0.69$1.38$6.85$6.70$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 15, 2025
Return Version
2024v5.2
Gross Receipts
$14,542,346
Mission and Program Overview

Mission

We exist to service our Members by establishing an organization of independent professional firms in order to improve individual member profitability through the sharing of resources, information and expertise while maintaining and strengthening member independence.

Support to professional firms in Talent Development, Technical Expertise, Firm Management, Information Technology, Business Development, and Global Connectivity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,197,561$1,136,670▼ $60,891
Cash and Non-Interest-Bearing Accounts$435,791$901,668▲ $465,877
Prepaid Expenses and Deferred Charges$524,556$580,079▲ $55,523
Accounts Receivable$1,067,708$528,442▼ $539,266
Land, Buildings, and Equipment, Net$8,261$3,364▼ $4,897
Total Assets$3,321,879$3,327,145▲ $5,266
Other Assets Total$88,002$176,922▲ $88,920
Liabilities
Accounts Payable and Accrued Expenses$455,269$445,569▼ $9,700
Deferred Revenue$49,710$67,895▲ $18,185
Total Liabilities$504,979$513,464▲ $8,485
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,816,900$2,813,681▼ $3,219
Total Net Assets Fund Balance$2,816,900$2,813,681▼ $3,219
Total Liabilities and Net Assets / Fund Balance$3,321,879$3,327,145▲ $5,266

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,364$21,011$24,375
Other Land Buildings$0$815$815
Other Assets Org$104,086--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark KozielPresident & CEOFT$589,952$117,933$707,885
Stephen VarleyCOO & EVP, Technical ServicesFT$222,079$60,126$282,205
Natasha SchambergerNA Regional DirectorFT$169,620$41,214$210,834
JoAnn LabbieChief People OfficerFT$171,818$33,342$205,160
Lara JosephEVP Member RelationshipsFT$171,074$30,302$201,376
Karen JenkinsVP Meeting ServicesFT$146,317$17,519$163,836
JIhyun ChunVP Marketing ServicesFT$133,058$27,281$160,339

Board Members and Trustees

NameTitle
Jim WallaceChair
Craig StanmorePast Chair
Jerome RuefenachtVice Chair
Tony SacreVice Chair
Alyssa MartinDirector
Christope VelutDirector
David StonesiferDirector
Kip PlowmanDirector
Sean McFersonDirector
Kurt GresensSecretary/Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Intraprise Technologies LLCTechnology consulting1110 Nuuanu Ave, Honolulu, HI 96817$436,222
VarioEvent management5985 Pacific Center Blvd Suite 202, San Diego, CA 92121$236,178
High Rock Accounting PLLCAccounting services8160 N Hayden Rd Suite J208, Scottsdale, AZ 85258$126,031
GartnerTechnology and business consulting13200 Paul J Doherty Parkway, Fort Myers, FL 33913$100,934
The Faurote GroupConduct trainings9114 Promontory Rd, Indianapolis, IN 46236$100,445
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,623,237
Investment Income
$39,109
Other Revenue
$0
Change in Net Assets
$-3,219

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,662,346
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$9,662,346
Total Revenue per Form 990
$9,662,346
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,294,153
Salaries, Compensation, and Employee Benefits$3,371,412
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,822,807
Current Officers, Directors, Trustees, and Key Employees---$925,576
Fees for Services Other---$784,753
Information Technology---$575,845
Other Employee Benefits---$306,827
Payroll Taxes---$166,394
Pension Plan Contributions---$149,808
Office Expenses---$144,870
All Other Expenses---$143,780
Other Expenses---$116,282
Advertising---$115,863
Fees for Services Accounting---$66,209
Occupancy---$39,069
Fees for Services Legal---$19,212
Depreciation Depletion---$13,890
Conferences and Meetings---$5,861
Insurance---$4,532
Total Functional Expenses$0$0$0$9,665,565

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,665,565
Total Expenses per Audited Statements$9,665,565
Total Expenses per Form 990$9,665,565
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
4
Spending
$2,074,140

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North America - Canada and Mexico, but not the United StatesProgram ServicesMember connectivity and recruiting01$1,076,625
Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumProgram ServicesRegional Meeting, trainings, member connectivity and recruiting01$469,824
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Program ServicesMember connectivity and recruiting00$207,548
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Program ServicesRegional Meeting, trainings, member connectivity and recruiting01$166,866
Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso,Program ServicesMember connectivity and recruiting01$64,924
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,Program ServicesMember connectivity and recruiting00$48,056
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Program ServicesMember connectivity and recruiting00$40,297
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
Audit committee
No
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
Yes
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

“The Association has members.”

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

“The Association has members who may elect one or more members of the governing body.”

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

“Decisions of the governing body are subject to approval by the members.”

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

“A draft copy of the 990 is included in the Board book materials, which are distributed to all Board members. The 990 is filed after the Board members have an opportunity to review it.”

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

“A copy of the conflict of interest policy and a response form are distributed to all Board of Directors and committee members on an annual basis. The form asks for any potential interests which could give rise to conflicts. If any potential conflicts were noted, the Association would act accordingly.”

Form 990, Part VI, Section B, line 15

“The Board of Directors shall prescribe and fix the amounts and method of payment of any salaries, benefits, compensation or reimbursable expenses which shall be payable to any or all Officers and Directors for performance of their duties and participation and attendance at meeting of such Board.”

Form 990, Part VI, Section C, line 19

“Copies of the Association's financial statements and governing documents are available to the public upon request during regular business hours.”

Filing and Contact Details

Filer

Filer Name
Allinial Global
EIN
72-0681619
Phone
7702794560
Address
PO Box 957749, Duluth, GA 30095

Signing Officer

Name
Stephen Varley
Title
COO and EVP, Technical Services
Phone
7702794560
Signed
2025-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Varley
Formed
1971
Legal Domicile
Ga
Voting Board Members
10
Independent Board Members
10
Employees
19
Volunteers
150

Preparer

Firm
Jones and Kolb
Address
3475 Piedmont Road Suite 1500, Atlanta, GA 30305
Preparer
Jordan H Jones
Phone
4042627920
Raw XML AppendixShowing 400 of 655 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0455269
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0445569
IRS990/AccountsReceivableGrp/BOYAmt01067708
IRS990/AccountsReceivableGrp/EOYAmt0528442
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Support to professional firms in Talent Development, Technical Expertise, Firm Management, Information Technology, Business Development, and Global Connectivity.
IRS990/AdvertisingGrp/TotalAmt0115863
IRS990/AllOtherExpensesGrp/TotalAmt0143780
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Stephen Varley
IRS990/BooksInCareOfDetail/PhoneNum07702794560
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 957749
IRS990/BooksInCareOfDetail/USAddress/CityNm0Duluth
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd030095
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0435791
IRS990/CashNonInterestBearingGrp/EOYAmt0901668
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0925576
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt05861
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0436222
IRS990/ContractorCompensationGrp/CompensationAmt1236178
IRS990/ContractorCompensationGrp/CompensationAmt2126031
IRS990/ContractorCompensationGrp/CompensationAmt3100934
IRS990/ContractorCompensationGrp/CompensationAmt4100445
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01110 Nuuanu Ave
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt15985 Pacific Center Blvd Suite 202
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt28160 N Hayden Rd Suite J208
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt313200 Paul J Doherty Parkway
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt49114 Promontory Rd
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Honolulu
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1San Diego
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2Scottsdale
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3Fort Myers
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4Indianapolis
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0HI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2AZ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4IN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd096817
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd192121
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd285258
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd333913
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd446236
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Intraprise Technologies LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Vario
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2High Rock Accounting PLLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3Gartner
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4The Faurote Group
IRS990/ContractorCompensationGrp/ServicesDesc0Technology consulting
IRS990/ContractorCompensationGrp/ServicesDesc1Event management
IRS990/ContractorCompensationGrp/ServicesDesc2Accounting services
IRS990/ContractorCompensationGrp/ServicesDesc3Technology and business consulting
IRS990/ContractorCompensationGrp/ServicesDesc4Conduct trainings
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt039109
IRS990/CYOtherExpensesAmt06294153
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt09623237
IRS990/CYRevenuesLessExpensesAmt0-3219
IRS990/CYSalariesCompEmpBnftPaidAmt03371412
IRS990/CYTotalExpensesAmt09665565
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt09662346
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt049710
IRS990/DeferredRevenueGrp/EOYAmt067895
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt013890
IRS990/Desc0Talent Development Services - Allinial Global offers custom human resources tools and programs and in-house professional development and leadership training options to help members develop people from hire to retire. Our members rely on our annual surveys, conferences, and webinars to master the latest trends in human resources, recruiting, and workplace compliance. Our NASBA certified CPE programs, along with our extensive use of industry expert speakers, can help round out member firms' professional development requirements.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt019
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt066209
IRS990/FeesForServicesLegalGrp/TotalAmt019212
IRS990/FeesForServicesOtherGrp/TotalAmt0784753
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1045.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1145.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1245.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1345.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1445.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1545.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1645.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1040126
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1160433
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1224842
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1325302
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1412519
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1535214
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1622281
IRS990/Form990PartVIISectionAGrp/PersonNm0Jim Wallace
IRS990/Form990PartVIISectionAGrp/PersonNm1Jerome Ruefenacht
IRS990/Form990PartVIISectionAGrp/PersonNm2Tony Sacre
IRS990/Form990PartVIISectionAGrp/PersonNm3Kurt Gresens
IRS990/Form990PartVIISectionAGrp/PersonNm4Craig Stanmore
IRS990/Form990PartVIISectionAGrp/PersonNm5Kip Plowman
IRS990/Form990PartVIISectionAGrp/PersonNm6David Stonesifer
IRS990/Form990PartVIISectionAGrp/PersonNm7Sean McFerson
IRS990/Form990PartVIISectionAGrp/PersonNm8Alyssa Martin
IRS990/Form990PartVIISectionAGrp/PersonNm9Christope Velut
IRS990/Form990PartVIISectionAGrp/PersonNm10Stephen Varley
IRS990/Form990PartVIISectionAGrp/PersonNm11Mark Koziel
IRS990/Form990PartVIISectionAGrp/PersonNm12JoAnn Labbie
IRS990/Form990PartVIISectionAGrp/PersonNm13Lara Joseph
IRS990/Form990PartVIISectionAGrp/PersonNm14Karen Jenkins
IRS990/Form990PartVIISectionAGrp/PersonNm15Natasha Schamberger
IRS990/Form990PartVIISectionAGrp/PersonNm16JIhyun Chun
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10242079
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11647452
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12180318
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13176074
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14151317
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15175620
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16138058
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10COO & EVP, Technical Services
IRS990/Form990PartVIISectionAGrp/TitleTxt11President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12Chief People Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt13EVP Member Relationships
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP Meeting Services
IRS990/Form990PartVIISectionAGrp/TitleTxt15NA Regional Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16vp Marketing Services
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04880000
IRS990/GrossReceiptsAmt014542346
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt09
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0575845
IRS990/InsuranceGrp/TotalAmt04532
IRS990/InvestmentIncomeGrp/ExclusionAmt039109
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt039109
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021826
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08261
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03364
IRS990/LandBldgEquipCostOrOtherBssAmt025190
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04880000
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0We exist to service our Members by establishing an organization of independent professional firms in order to improve individual member profitability through the sharing of resources, information and expertise while maintaining and strengthening member independence.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02816900
IRS990/NetAssetsOrFundBalancesEOYAmt02813681
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02816900
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02813681
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt039069
IRS990/OfficeExpensesGrp/TotalAmt0144870
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt088002
IRS990/OtherAssetsTotalGrp/EOYAmt0176922
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0306827
IRS990/OtherExpensesGrp/Desc0Talent Development Svcs
IRS990/OtherExpensesGrp/Desc1Membership Services
IRS990/OtherExpensesGrp/Desc2Technical Services
IRS990/OtherExpensesGrp/Desc3Miscellaneous
IRS990/OtherExpensesGrp/TotalAmt03227602
IRS990/OtherExpensesGrp/TotalAmt1661467
IRS990/OtherExpensesGrp/TotalAmt2374918
IRS990/OtherExpensesGrp/TotalAmt3116282
IRS990/OtherSalariesAndWagesGrp/TotalAmt01822807
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0166394
IRS990/PensionPlanContributionsGrp/TotalAmt0149808
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0524556
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0580079
IRS990/PrincipalOfficerNm0Stephen Varley
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/BusinessCd2541900
IRS990/ProgramServiceRevenueGrp/BusinessCd3541900
IRS990/ProgramServiceRevenueGrp/BusinessCd4541900
IRS990/ProgramServiceRevenueGrp/Desc0Membership dues
IRS990/ProgramServiceRevenueGrp/Desc1Conference revenue
IRS990/ProgramServiceRevenueGrp/Desc2Training revenue
IRS990/ProgramServiceRevenueGrp/Desc3Licensing fee revenue
IRS990/ProgramServiceRevenueGrp/Desc4Fly-in/Roundtable revenue
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06259676
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11983141
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21091394
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3110709
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt488905
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06259676
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11983141
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21091394
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3110709
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt488905
IRS990/ProgSrvcAccomActy2Grp/Desc0Membership Services - Allinial Global recruits members on a worldwide basis. Candidate firms with the experience or geographical reach needed to service other members' clients are identified and vetted before membership is approved. Once a firm joins the Association, they have an opportunity to serve on various boards and committees to ensure the organization is meeting the needs of its members around the globe.
IRS990/ProgSrvcAccomActy3Grp/Desc0Technical Services - Allinial Global provides a wide variety of technical resources to help the member firms service their clients' needs. To help members work across different countries and cultures, Allinial Global offers country-specific business guides as well as culture-specific training and resources. Members can access industry intelligence to enhance their understanding of prospects' business concerns and strengthen relationships with existing clients. A suite of online tools is available to help advisors improve the financial performance of their clients. A member's only platform provides community resource groups where members can post questions, share thought leadership, and exchange best practice ideas.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt049185
IRS990/PYOtherExpensesAmt06063819
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt09097261
IRS990/PYRevenuesLessExpensesAmt0-142591
IRS990/PYSalariesCompEmpBnftPaidAmt03225218
IRS990/PYTotalExpensesAmt09289037
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09146446
IRS990/ReconcilationRevenueExpnssAmt0-3219
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01197561
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01136670
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03364
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021011
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024375
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt09665565
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt06074
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt166762
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2104086
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Deposit - Building
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Trademarks
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Intangible Assets, Net
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0815
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0815
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt09662346
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03364
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0176922
IRS990ScheduleD/TotalExpensesPerForm990Amt09665565
IRS990ScheduleD/TotalRevenuePerForm990Amt09662346
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09662346
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09665565
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt11
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt21
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt31
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt40
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt50
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt60
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt40
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt50
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt60
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0166866
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt1469824
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt21076625
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt364924

Document Assets

No mirrored PDF or thumbnail assets are attached yet.