Civic Intelligence

Allinial Global

990 • Fiscal year 2022 • EIN 72-0681619

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 15, 2023

Organization Profilewww.allinialglobal.com

View Organization Page

PO Box 957749Duluth, GA 30095

(770) 279-4560

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

46th percentile

0.22x

Higher debt load relative to assets than 46% of similar nonprofits.

2022 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

16th percentile

0.10x

Higher debt load relative to revenue than 16% of similar nonprofits.

2022 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2022

Net Margin

30th percentile

0.2%

Higher net margin than 30% of similar nonprofits.

2022 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

80th percentile

$619,671

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2022 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2022

Asset Growth

68th percentile

7.7%

Faster asset growth than 68% of similar nonprofits.

2022 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

61st percentile

14%

Faster revenue growth than 61% of similar nonprofits.

2022 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$3,779,337

Up $271,331 (+7.7%) from 2021

Net Assets

Up

$2,955,636

Up $10,217 (+0.3%) from 2021

Liabilities

Up

$823,701

Up $261,114 (+46%) from 2021

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin30th percentile

Revenue

Up

$8,205,782

Up $1,032,438 (+14%) from 2021

Expenses

Up

$8,191,543

Up $1,587,789 (+24%) from 2021

Net Income

Down

$14,239

Down $555,351 (-98%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2022

Assets$3,779,337
Liabilities$823,701
Net Assets$2,955,636
Open 2022 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$8,205,782
Expenses$8,191,543
Net Income$14,239
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 15, 2023
Return Version
2022v5.0
Gross Receipts
$10,680,782
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
Cash and Non-Interest-Bearing Accounts$1,682,198$1,608,892▼ $73,306
Savings and Temporary Cash Investments$1,150,558$1,154,522▲ $3,964
Prepaid Expenses and Deferred Charges$293,873$373,248▲ $79,375
Accounts Receivable$258,459$355,403▲ $96,944
Land, Buildings, and Equipment, Net$35,757$14,493▼ $21,264
Total Assets$3,508,006$3,779,337▲ $271,331
Other Assets Total$87,161$272,779▲ $185,618
Liabilities
Accounts Payable and Accrued Expenses$511,088$596,988▲ $85,900
Other Liabilities$13,913$214,846▲ $200,933
Deferred Revenue$37,586$11,867▼ $25,719
Total Liabilities$562,587$823,701▲ $261,114
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,945,419$2,955,636▲ $10,217
Total Net Assets Fund Balance$2,945,419$2,955,636▲ $10,217
Total Liabilities and Net Assets / Fund Balance$3,508,006$3,779,337▲ $271,331

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,855$151,392$165,247
Other Land Buildings$0$142,375$142,375
Leasehold Improvements$638$42,063$42,701
Other Assets Org$82,755--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark KozielPresident and CEOFT$512,946$106,725$619,671
Stephen VarleyCOO and EVP, Technical ServicesFT$177,512$67,686$245,198
Lara JosephEVP, Member RelationsFT$157,815$32,871$190,686
Denise CittadinoControllerFT$116,764$66,447$183,211
Karen JenkinsVP, Meeting ServicesFT$132,547$41,158$173,705
Jihyun ChunVP, Marketing ServicesFT$123,315$40,581$163,896
Natasha SchambergerNA Regional DirectorFT$133,554$15,154$148,708

Board Members and Trustees

NameTitle
Craig StanmoreChair
Alphons Van De VenVice Chair
Charles WeinsteinVice Chair
Aderbal HoppeDirector
Alyssa MartinDirector
Jerome RuefenachtDirector
Jim WallaceDirector
Kurt GresensDirector
Ray ScheafferDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Access XP LLCEvent management2305 Historic Decatur Rd Suite 100, San Diego, CA 92106$178,493
Intraprise Technologies LLCTechnology consulting1110 Nuuanu Ave, Honolulu, HI 96817$166,937
VarioEvent management5985 Pacific Center Blvd Suite 202, San Diego, CA 92121$149,694
Tanner LLCConduct trainings26 South State St Suite 600, Salt Lake City, UT 84111$127,495
20-20 Services LLCConduct trainingsPO Box 711588, Herndon, VA 20171$101,387
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,197,796
Investment Income
$7,986
Other Revenue
$0
Change in Net Assets
$14,239

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,205,782
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-4,022
Total Revenue per Audited Statements
$8,201,760
Total Revenue per Form 990
$8,205,782
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,050,414
Salaries, Compensation, and Employee Benefits$3,141,129
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,657,472
Current Officers, Directors, Trustees, and Key Employees---$882,745
Fees for Services Other---$550,429
Other Employee Benefits---$297,570
Occupancy---$236,575
Information Technology---$219,156
Pension Plan Contributions---$154,601
Payroll Taxes---$148,741
All Other Expenses---$125,104
Other Expenses---$111,865
Advertising---$102,596
Office Expenses---$72,997
Fees for Services Accounting---$46,325
Depreciation Depletion---$30,670
Conferences and Meetings---$13,109
Insurance---$9,521
Fees for Services Legal---$276
Interest---$80
Total Functional Expenses$0$0$0$8,191,543

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,191,543
Total Expenses per Audited Statements$8,191,543
Total Expenses per Form 990$8,191,543
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
5
Spending
$1,298,771

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 recruiting02$436,688
Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumProgram ServicesRegional Meeting, trainings, member connectivity and recruiting01$393,616
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Program ServicesRegional Meeting, trainings, member connectivity and recruiting01$276,687
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Program ServicesMember connectivity and recruiting00$109,532
Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso,Program ServicesMember connectivity and recruiting01$77,126
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Program ServicesMember connectivity and recruiting00$2,626
Middle East and North AfricaProgram ServicesMember connectivity and recruiting00$2,496
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Finance lease obligation$214,846
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
Mark J Koziel
Title
President and CEO
Phone
7702794560
Signed
2023-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark J Koziel
Formed
1971
Legal Domicile
Ga
Voting Board Members
9
Independent Board Members
9
Employees
22
Volunteers
100

Preparer

Firm
Jones and Kolb
Address
3475 Piedmont Road Suite 1500, Atlanta, GA 30305
Preparer
Ann M Thompson
Phone
4042627920
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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.
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IRS990/Form990PartVIISectionAGrp/PersonNm9Mark Koziel
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IRS990/Form990PartVIISectionAGrp/PersonNm15Jihyun 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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10197512
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11133554
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12138947
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13171315
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14141764
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15130615
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9President and CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10COO and EVP, Technical Services
IRS990/Form990PartVIISectionAGrp/TitleTxt11NA Regional Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP, Meeting Services
IRS990/Form990PartVIISectionAGrp/TitleTxt13EVP, Member Relations
IRS990/Form990PartVIISectionAGrp/TitleTxt14Controller
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP, Marketing Services
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IRS990/FormationYr01971
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IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02475000
IRS990/GrossReceiptsAmt010680782
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IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InsuranceGrp/TotalAmt09521
IRS990/InterestGrp/TotalAmt080
IRS990/InvestmentIncomeGrp/ExclusionAmt07986
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07986
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt045
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0335830
IRS990/LandBldgEquipBasisNetGrp/BOYAmt035757
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014493
IRS990/LandBldgEquipCostOrOtherBssAmt0350323
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02475000
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/NetAssetsOrFundBalancesBOYAmt02945419
IRS990/NetAssetsOrFundBalancesEOYAmt02955636
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4022
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02945419
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02955636
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0236575
IRS990/OfficeExpensesGrp/TotalAmt072997
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt087161
IRS990/OtherAssetsTotalGrp/EOYAmt0272779
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0297570
IRS990/OtherExpensesGrp/Desc0Talent Development Svcs
IRS990/OtherExpensesGrp/Desc1Membership Services
IRS990/OtherExpensesGrp/Desc2Technical Services
IRS990/OtherExpensesGrp/Desc3Business Development Sv
IRS990/OtherExpensesGrp/TotalAmt02618514
IRS990/OtherExpensesGrp/TotalAmt1613814
IRS990/OtherExpensesGrp/TotalAmt2299383
IRS990/OtherExpensesGrp/TotalAmt3111865
IRS990/OtherLiabilitiesGrp/BOYAmt013913
IRS990/OtherLiabilitiesGrp/EOYAmt0214846
IRS990/OtherSalariesAndWagesGrp/TotalAmt01657472
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0148741
IRS990/PensionPlanContributionsGrp/TotalAmt0154601
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0293873
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0373248
IRS990/PrincipalOfficerNm0Mark J Koziel
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/Desc3Fly-in/Roundtable revenue
IRS990/ProgramServiceRevenueGrp/Desc4Newsletter revenue
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05798512
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11172968
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21032544
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3110919
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt450226
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05798512
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11172968
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21032544
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3110919
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt450226
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/PYContributionsGrantsAmt0473516
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06698247
IRS990/PYRevenuesLessExpensesAmt0569590
IRS990/PYSalariesCompEmpBnftPaidAmt03268614
IRS990/PYTotalExpensesAmt06603754
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07173344
IRS990/ReconcilationRevenueExpnssAmt014239
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01150558
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01154522
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt013855
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0151392
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0165247
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt08191543
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0638
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt042063
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt042701
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-4022
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0190024
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt182755
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0142375
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0142375
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0214846
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Finance lease obligation
IRS990ScheduleD/RevenueNotReportedAmt0-4022
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt08205782
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014493
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0272779
IRS990ScheduleD/TotalExpensesPerForm990Amt08191543
IRS990ScheduleD/TotalLiabilityAmt0214846
IRS990ScheduleD/TotalRevenuePerForm990Amt08205782
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08201760
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08191543
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt11
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt22
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
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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt60
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0276687
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt1393616
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt2436688

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,779,337
Liabilities
$823,701
Net assets
$2,955,636
Revenue
$8,205,782
Expenses
$8,191,543
Net income
$14,239
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