Civic Intelligence

Global Equity Organization

990 • Fiscal year 2022 • EIN 77-0517904

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

1442 E Lincoln Ave 487Orange, CA 92865

(714) 630-2908

Siviq Scores

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

Liabilities / Assets

96th percentile

0.84x

Higher debt load relative to assets than 96% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

93rd percentile

0.93x

Higher debt load relative to revenue than 93% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Net Margin

23rd percentile

-4.2%

Higher net margin than 23% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

75th percentile

$221,042

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

72nd percentile

24%

Faster revenue growth than 72% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$2,152,989

Up $200,841 (+10%) from 2021

Net Assets

Down

$346,989

Down $84,296 (-20%) from 2021

Liabilities

Up

$1,806,000

Up $285,137 (+19%) from 2021

Revenue

Up

$1,935,029

Up $376,499 (+24%) from 2021

Expenses

Up

$2,015,729

Up $772,481 (+62%) from 2021

Net Income

Down

-$80,700

Down $395,982 (-126%) from 2021

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $679,369Liabilities 2011: $594,286Net Assets 2011: $85,0832011Assets 2012: $383,362Liabilities 2012: $268,789Net Assets 2012: $114,5732012Assets 2013: $451,115Liabilities 2013: $308,789Net Assets 2013: $142,3262013Assets 2014: $620,506Liabilities 2014: $464,210Net Assets 2014: $156,2962014Assets 2015: $601,074Liabilities 2015: $444,586Net Assets 2015: $156,4882015Assets 2016: $698,900Liabilities 2016: $560,312Net Assets 2016: $138,5882016Assets 2017: $644,273Liabilities 2017: $504,633Net Assets 2017: $139,6402017Assets 2018: $708,437Liabilities 2018: $500,600Net Assets 2018: $207,8372018Assets 2019: $732,235Liabilities 2019: $466,141Net Assets 2019: $266,0942019Assets 2020: $1,450,110Liabilities 2020: $1,334,107Net Assets 2020: $116,0032020Assets 2021: $1,952,148Liabilities 2021: $1,520,863Net Assets 2021: $431,2852021Assets 2022: $2,152,989Liabilities 2022: $1,806,000Net Assets 2022: $346,9892022Assets 2023: $2,106,214Liabilities 2023: $1,972,843Net Assets 2023: $133,3712023Assets 2024: $1,685,170Liabilities 2024: $1,445,285Net Assets 2024: $239,8852024

Highlighted filing

2022

Assets$2,152,989
Liabilities$1,806,000
Net Assets$346,989

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $941,818Expenses 2011: $1,225,062Net Income 2011: -$283,2442011Expenses 2012: $1,317,4482012Revenue 2013: $1,651,652Expenses 2013: $1,623,899Net Income 2013: $27,7532013Revenue 2014: $1,550,265Expenses 2014: $1,536,295Net Income 2014: $13,9702014Revenue 2015: $1,892,350Expenses 2015: $1,892,158Net Income 2015: $1922015Revenue 2016: $1,660,248Expenses 2016: $1,678,148Net Income 2016: -$17,9002016Revenue 2017: $1,982,633Expenses 2017: $1,981,581Net Income 2017: $1,0522017Revenue 2018: $1,823,557Expenses 2018: $1,755,360Net Income 2018: $68,1972018Revenue 2019: $2,204,491Expenses 2019: $2,146,234Net Income 2019: $58,2572019Revenue 2020: $938,949Expenses 2020: $1,089,040Net Income 2020: -$150,0912020Revenue 2021: $1,558,530Expenses 2021: $1,243,248Net Income 2021: $315,2822021Revenue 2022: $1,935,029Expenses 2022: $2,015,729Net Income 2022: -$80,7002022Revenue 2023: $1,898,010Expenses 2023: $2,095,540Net Income 2023: -$197,5302023Revenue 2024: $1,978,792Expenses 2024: $1,874,077Net Income 2024: $104,7152024

Highlighted filing

2022

Revenue$1,935,029
Expenses$2,015,729
Net Income-$80,700
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$1,936,462
Mission and Program Overview

Mission

The global equity organization (geo) is a member-founded and member-driven not-for-profit organization dedicated to advancing knowledge and understanding of equity compensation worldwide through a global community of well-informed professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,438,197$1,510,805▲ $72,608
Rtn Earn Endowment Incm Other Fnds$431,285$346,989▼ $84,296
Savings and Temporary Cash Investments$250,035$250,101▲ $66
Prepaid Expenses and Deferred Charges$91,521$235,032▲ $143,511
Accounts Receivable$168,106$92,715▼ $75,391
Intangible Assets-$60,974-
Land, Buildings, and Equipment, Net$4,289$3,362▼ $927
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,952,148$2,152,989▲ $200,841
Liabilities
Mortgage Notes Payable Secured by Investment Property-$1,486,418-
Other Liabilities$671,378$0▼ $671,378
Deferred Revenue$804,156$227,059▼ $577,097
Accounts Payable and Accrued Expenses$45,329$92,523▲ $47,194
Total Liabilities$1,520,863$1,806,000▲ $285,137
Net Assets / Fund Balance
Total Net Assets Fund Balance$431,285$346,989▼ $84,296
Total Liabilities and Net Assets / Fund Balance$1,952,148$2,152,989▲ $200,841

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,362$2,269$5,631
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Danyle AndersonExecutive DirectorFT$190,545$30,497$221,042
Pamela StetsonManaging Director, EventsFT$148,473$5,714$154,187

Board Members and Trustees

NameTitle
Dennis PaalmanDirector & Chair
Jessica VinsandDirector and Vice Chair
Adie LeungDirector
Amelie DesrochersDirector
Charissa SchutteDirector
Don-tobias JolDirector
Hannah NeedleDirector
Janet CooperDirector
Jennifer ThomasDirector
Joseph PancamoDirector
Julie Vander VeenDirector
June DavenportDirector
Kelley GarrettDirector
Leann BalbonaDirector
Lindsay MinnisDirector
Marc MuntermannDirector
Maria RobinsDirector
Matt ConnorDirector
Mitan PatelDirector
William CastellanoDirector
Thomas PalekaDirector & Secretary
Sheila FriersonDirector & Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Amc SourceManagement Consultant2455 E SUNRISE BOULEVARD STE 816, Fort Lauderdale, FL 33304$121,493
Revenue and Support

Revenue Composition

Contributions and Grants
$106,200
Program Service Revenue
$1,710,049
Investment Income
$343
Other Revenue
$118,437
Change in Net Assets
$-80,700
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,355,534
Salaries, Compensation, and Employee Benefits$660,195
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$775,739
Other Salaries and Wages---$371,977
Fees for Services Other---$287,891
Current Officers, Directors, Trustees, and Key Employees---$200,498
Information Technology---$146,069
Office Expenses---$61,579
Payroll Taxes---$40,719
Other Employee Benefits---$40,178
Interest---$37,676
Insurance---$11,394
Travel---$9,449
Fees for Services Legal---$7,488
Pension Plan Contributions---$6,823
Fees for Services Accounting---$4,700
Advertising---$4,538
Depreciation Depletion---$1,301
Other Expenses---$995
Total Functional Expenses$0$0$0$2,015,729
International Activity

International Summary

Offices
0
Employees
0
Spending
$97,666

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
EuropePan European Regional Event and Chapter MeetingProgram Service00$97,666
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
Subject to proxy tax
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Global equity organziation does not have any statutory members, as that term is defined under chapter 3 of california's nonprofit mutual benefit corporation law, provided for under its governing documents, who either under state law (in global equity organization's case, california) or the governing documents have the right to participate in global equity organization's governance or to receive distributions of income or assets from global equity organization. However, global equity organization does have many individuals around the world who have chosen to participate in global equity organization, who possess the label of "member and who have certain rights and privileges determined by global equity organization's board of directors. One of those rights provided by the board is the ability to vote on the election of individuals to global equity organization's board of directors.

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

Global equity organziation does not have any statutory members, as that term is defined under chapter 3 of california's nonprofit mutual benefit corporation law, provided for under its governing documents, who either under state law (in global equity organization's case, california) or the governing documents have the right to participate in global equity organization's governance or to receive distributions of income or assets from global equity organization. However, global equity organization does have many individuals around the world who have chosen to participate in global equity organization, who possess the label of "member and who have certain rights and privileges determined by global equity organization's board of directors. One of those rights provided by the board is the ability to vote on the election of individuals to global equity organization's board of directors.

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

Completed form 990 is reviewed by the executive director and, subsequently, by the treasurer of the board of directors and is provided to all members of the board of directors by e-mail prior to filing.

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

Global equity organization maintains a conflict of interest policy that covers all of its officers, directors, and key employees ("covered persons"). Each covered person is required to disclose either at the time of becoming a covered person or, if already a covered person, annually, any potential conflicts of interest. In addition, if a matter arises that presents a potential conflict of interest, it is referred to the executive director (or, if the potential conflict involves the executive director, a member of the executive committee of the board of directors) for investigation and recommendation for further action. To date, no matter has been raised that has presented a conflict of interest under the terms of global equity organization's conflict of interest policy and therefore, no enforcement has been required.

Form 990, Part VI, Section B, Line 15

The annual compensation for global equity organization's executive director was reviewed and approved by the executive committee of the board of directors, each of whom is an independent person, and the executive committee contemporaneously documented the decision and its deliberation process. Given the unique nature of global equity organization as a small but thoroughly multinational professional trade association, there are very few similarly situated organizations, and thus, the executive committee relied on its judgement regarding the executive director's qualifications and background, rather than comparability data, in approving the executive director's compensation. Global equity organization did not compensate any other officers or key employees and thus there were no compensation determinations for such person.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Global Equity Organization
EIN
77-0517904
Phone
7146302908
Address
1442 E LINCOLN AVE 487, ORANGE, CA 92865

Signing Officer

Name
Sheila Frierson
Title
Treasurer
Phone
9492365600
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Paalman
Formed
1999
Legal Domicile
CA
Voting Board Members
23
Independent Board Members
22
Employees
8
Volunteers
50

Preparer

Firm
Novak Francella LLC
Address
40 MONUMENT RD 5TH FLR, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990, PART IV, LINE 14A:

All employees of the organization work virtually from various locations, including locations outside of the united states. However, the global equity organization does not maintain offices or agents outside of the united states.

Form 990, Part IX, Line 11G

Employer of record services 83,567. Graphic designer 27,616. Administrative services 154,335. Research services 5,315. Retirement plan services 4,968. Marketing consultant 6,639. Payroll services 5,451.

FORM 990, PART XI, LINE 9:

Foreign currency exchange gain/loss -3,596.

Raw XML AppendixShowing 400 of 553 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/PersonNm1THOMAS PALEKA
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IRS990/Form990PartVIISectionAGrp/PersonNm21CHARISSA SCHUTTE
IRS990/Form990PartVIISectionAGrp/PersonNm22DANYLE ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm23PAMELA STETSON
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/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22190545
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23148473
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/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR & TREASURER
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/TitleTxt11DIRECTOR AND VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR & CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23MANAGING DIRECTOR, EVENTS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-1433
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GovernmentGrantsAmt0106200
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01936462
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0146069
IRS990/InsuranceGrp/TotalAmt011394
IRS990/IntangibleAssetsGrp/EOYAmt060974
IRS990/InterestGrp/TotalAmt037676
IRS990/InvestmentIncomeGrp/ExclusionAmt01776
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01776
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02269
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04289
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03362
IRS990/LandBldgEquipCostOrOtherBssAmt05631
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01433
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE GLOBAL EQUITY ORGANIZATION (GEO) IS A MEMBER-FOUNDED AND MEMBER-DRIVEN NOT-FOR-PROFIT ORGANIZATION DEDICATED TO ADVANCING KNOWLEDGE AND UNDERSTANDING OF EQUITY COMPENSATION WORLDWIDE THROUGH A GLOBAL COMMUNITY OF WELL-INFORMED PROFESSIONALS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01486418
IRS990/NetAssetsOrFundBalancesBOYAmt0431285
IRS990/NetAssetsOrFundBalancesEOYAmt0346989
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1433
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1433
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt061579
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-3596
IRS990/OtherEmployeeBenefitsGrp/TotalAmt040178
IRS990/OtherExpensesGrp/Desc0SUBSCRIPTIONS AND MEMBE
IRS990/OtherExpensesGrp/Desc1EDUCATION, TRAINING AND
IRS990/OtherExpensesGrp/Desc2NASBA LICENSE
IRS990/OtherExpensesGrp/TotalAmt03708
IRS990/OtherExpensesGrp/TotalAmt13007
IRS990/OtherExpensesGrp/TotalAmt2995
IRS990/OtherLiabilitiesGrp/BOYAmt0671378
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0SUSTAINING SPONSORSHIP
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0118437
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0118437
IRS990/OtherRevenueTotalAmt0118437
IRS990/OtherSalariesAndWagesGrp/TotalAmt0371977
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt040719
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt06823
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt091521
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0235032
IRS990/PrincipalOfficerNm0DENNIS PAALMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1561499
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE AND MEETING
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP
IRS990/ProgramServiceRevenueGrp/Desc2BRANDED SURVEY SPONSOR
IRS990/ProgramServiceRevenueGrp/Desc3FELLOWS ANNUAL PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01234417
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1436063
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt223374
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt316195
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01234417
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1436063
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt223374
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt316195
IRS990/ProgSrvcAccomActy2Grp/Desc0WEB BASED EDUCATION AND VIRTUAL LOCAL CHAPTER MEETINGS GEO CONTINUED TO SUPPORT OUR MISSION TO BRING SHARE PLAN EDUCATION TO PARTICIPANTS AROUND THE GLOBE WITH A FOCUS ON REGULAR, RECURRING LIVE WEB-BASED SESSIONS THROUGHOUT THE YEAR, PRODUCED BOTH REGIONALLY BY GEO'S LOCAL CHAPTERS AND FROM THE ORGANIZATION CENTRALLY. IN 2022, THE ORGANIZATION SERVED OUR GLOBAL MEMBERSHIP OF NEARLY 5,000 MEMBERS WITH FREE PROGRAMMING THAT INCLUDED WEBCASTS, VIRTUAL AND IN-PERSON LOCAL CHAPTER MEETINGS AS WELL AS GEO'S NORTHERN CALIFORNIA FORUM, AUSTRALIA REGIONAL SUMMER SERIES AND THE PAN EUROPEAN REGIONAL EVENT HELD IN LONDON, UNITED KINGDOM.
IRS990/ProgSrvcAccomActy3Grp/Desc0MEMBER RESOURCESIN ADDITION TO OUR GEOGRAPHICALLY DIVERSE CONFERENCE AND REGIONAL EVENTS, GEO PROVIDED OUR MEMBERS A SUITE OF SERVICES INCLUDING ON DEMAND EDUCATION VIA OUR LEARNING MANAGEMENT SYSTEM, OUR WEEKLY GEONEWS E-NEWSLETTER, OUR REPOSITORY OF GLOBAL SHARE PLAN INFORMATION HOUSED ON THE GEO WEBSITE AND UPDATED DAILY, OUR ANNUAL GLOBAL EQUITY INSIGHTS SURVEY (AVAILABLE TO GEO MEMBERS), UNLIMITED ACCESS TO OUR PRIVATE ONLINE COMMUNITY, GEOCONNECT, WHERE MEMBERS CAN ASK AND ANSWER QUESTIONS WITH COLLEAGUES AROUND THE WORLD 24 HOURS A DAY, 7 DAYS A WEEK AND OUR SELECTION OF HONORARY AND VOLUNTEER PROGRAMS SUCH AS GEO FELLOWS AND GEO AWARDS, AND VARIOUS VOLUNTEER OPPORTUNITIES.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0222500
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt025
IRS990/PYOtherExpensesAmt0581655
IRS990/PYOtherRevenueAmt0-2236
IRS990/PYProgramServiceRevenueAmt01338241
IRS990/PYRevenuesLessExpensesAmt0315282
IRS990/PYSalariesCompEmpBnftPaidAmt0661593
IRS990/PYTotalExpensesAmt01243248
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01558530
IRS990/ReconcilationRevenueExpnssAmt0-80700
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0431285
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0346989
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0250035
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0250101
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt03362
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02269
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05631
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03362
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt097666
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EUROPE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0PROGRAM SERVICE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PAN EUROPEAN REGIONAL EVENT AND CHAPTER MEETING

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.69$1.45$0.24$1.98$1.87$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.11$1.97$0.13$1.90$2.10$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.15$1.81$0.35$1.94$2.02$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.95$1.52$0.43$1.56$1.24$0.32
2020Detailed filing. Detailed filing data is available for this year.$1.45$1.33$0.12$0.94$1.09$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.47$0.27$2.20$2.15$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.50$0.21$1.82$1.76$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.50$0.14$1.98$1.98$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.70$0.56$0.14$1.66$1.68$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.44$0.16$1.89$1.89$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.46$0.16$1.55$1.54$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.45$0.31$0.14$1.65$1.62$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.27$0.11$1.32
2011Summary only. Only limited summary data is available for this year.$0.68$0.59$0.09$0.94$1.23$0.28