Civic Intelligence

Global Equity Organization

990 • Fiscal year 2023 • EIN 77-0517904

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

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

97th percentile

0.94x

Higher debt load relative to assets than 97% of similar nonprofits.

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

Liabilities / Revenue

95th percentile

1.04x

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

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

Net Margin

14th percentile

-10%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

42nd percentile

$114,648

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

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

Asset Growth

26th percentile

-2.2%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

24th percentile

-1.9%

Faster revenue growth than 24% of similar nonprofits.

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

Assets

Down

$2,106,214

Down $46,775 (-2.2%) from 2022

Net Assets

Down

$133,371

Down $213,618 (-62%) from 2022

Liabilities

Up

$1,972,843

Up $166,843 (+9.2%) from 2022

Revenue

Down

$1,898,010

Down $37,019 (-1.9%) from 2022

Expenses

Up

$2,095,540

Up $79,811 (+4.0%) from 2022

Net Income

Down

-$197,530

Down $116,830 (-145%) from 2022

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

2023

Assets$2,106,214
Liabilities$1,972,843
Net Assets$133,371

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

2023

Revenue$1,898,010
Expenses$2,095,540
Net Income-$197,530
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$1,898,010
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$1,510,805$1,497,325▼ $13,480
Savings and Temporary Cash Investments$250,101$250,535▲ $434
Rtn Earn Endowment Incm Other Fnds$346,989$133,371▼ $213,618
Accounts Receivable$92,715$125,015▲ $32,300
Prepaid Expenses and Deferred Charges$235,032$121,913▼ $113,119
Intangible Assets$60,974$106,334▲ $45,360
Land, Buildings, and Equipment, Net$3,362$5,092▲ $1,730
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,152,989$2,106,214▼ $46,775
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,486,418$1,452,319▼ $34,099
Deferred Revenue$227,059$447,083▲ $220,024
Accounts Payable and Accrued Expenses$92,523$73,441▼ $19,082
Total Liabilities$1,806,000$1,972,843▲ $166,843
Net Assets / Fund Balance
Total Net Assets Fund Balance$346,989$133,371▼ $213,618
Total Liabilities and Net Assets / Fund Balance$2,152,989$2,106,214▼ $46,775

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,092$3,791$8,883
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pamela StetsonManaging Director, EventsFT$113,832$816$114,648
Jeane WhartonExecutive DirectorFT$55,058$416$55,474
Danyle AndersonExecutive Director/directorFT$12,132$330$12,462

Board Members and Trustees

NameTitle
Dennis PaalmanDirector & Chair
Thomas PalekaDirector & Vice Chair
Adie LeungDirector
Amelie DesrochersDirector
Amy RebackDirector
Anabel PichlerDirector
David EdwardsDirector
Gabrielle StoppDirector
Hannah NeedleDirector
Jessica VinsandDirector
Julie Vander VeenDirector
June DavenportDirector
Leann BalbonaDirector
Lindsay MinnisDirector
Marc MuntermannDirector
Maria RobinsDirector
Maya WrightDirector
Michelle TomasettiDirector
Mitan PatelDirector
Robert PurserDirector
Sandra SussmanDirector
Tara HagenDirector
William CastellanoDirector
Matt ConnorDirector & Secretary
Sheila FriersonDirector & Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Multiplier Technologies Pte LtdEmployer Of Record Services20A TANJONG PAGAR ROAD, Sn$207,603
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,897,576
Investment Income
$434
Other Revenue
$0
Change in Net Assets
$-197,530
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,466,846
Salaries, Compensation, and Employee Benefits$628,694
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$844,052
Other Salaries and Wages---$471,781
Fees for Services Other---$361,996
Information Technology---$97,028
Current Officers, Directors, Trustees, and Key Employees---$67,864
Office Expenses---$56,949
Other Employee Benefits---$42,373
Payroll Taxes---$42,261
Depreciation Depletion---$37,801
Interest---$37,126
Insurance---$10,934
Fees for Services Accounting---$7,850
Travel---$6,199
Pension Plan Contributions---$4,415
Advertising---$4,272
Other Expenses---$400
Total Functional Expenses$0$0$0$2,095,540
International Activity

International Summary

Offices
0
Employees
0
Spending
$753,830

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
Europe (including Iceland & Greenland)Annual Conference and Regional MeetingsProgram Service00$753,830
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-ENTITY MORE THAN 35% OWNED BY DENNIS PAALMAN, DIRECTOR AND CHAIRIndependent Contractor ArrangementNo$49,895
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
Yes
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
Robert Purser
Title
Treasurer
Phone
9492365600
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Paleka
Formed
1999
Legal Domicile
CA
Voting Board Members
26
Independent Board Members
25
Employees
12
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. The global equity organization does not maintain offices or agents outside of the united states. However, the organization does use independent contractors who have their own offices located outside of the united states.

Form 990, Part IX, Line 11G

Employer of record services 207,603. Graphic designer 13,494. Administrative services 78,795. Research services 2,532. Retirement plan services 2,976. Leadership consulting 49,895. Payroll services 6,701.

FORM 990, PART XI, LINE 9:

Foreign currency exchange gain/loss -16,088.

Raw XML AppendixShowing 400 of 525 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/PersonNm0WILLIAM CASTELLANO
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS PALEKA
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IRS990/Form990PartVIISectionAGrp/PersonNm7LEANN BALBONA
IRS990/Form990PartVIISectionAGrp/PersonNm8JUNE DAVENPORT
IRS990/Form990PartVIISectionAGrp/PersonNm9JULIE VANDER VEEN
IRS990/Form990PartVIISectionAGrp/PersonNm10JESSICA VINSAND
IRS990/Form990PartVIISectionAGrp/PersonNm11HANNAH NEEDLE
IRS990/Form990PartVIISectionAGrp/PersonNm12DENNIS PAALMAN
IRS990/Form990PartVIISectionAGrp/PersonNm13ADIE LEUNG
IRS990/Form990PartVIISectionAGrp/PersonNm14LINDSAY MINNIS
IRS990/Form990PartVIISectionAGrp/PersonNm15AMELIE DESROCHERS
IRS990/Form990PartVIISectionAGrp/PersonNm16ROBERT PURSER
IRS990/Form990PartVIISectionAGrp/PersonNm17AMY REBACK
IRS990/Form990PartVIISectionAGrp/PersonNm18SANDRA SUSSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm19MAYA WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm20TARA HAGEN
IRS990/Form990PartVIISectionAGrp/PersonNm21GABRIELLE STOPP
IRS990/Form990PartVIISectionAGrp/PersonNm22ANABEL PICHLER
IRS990/Form990PartVIISectionAGrp/PersonNm23DAVID EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm24MICHELLE TOMASETTI
IRS990/Form990PartVIISectionAGrp/PersonNm25DANYLE ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm26JEANE WHARTON
IRS990/Form990PartVIISectionAGrp/PersonNm27PAMELA 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/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2512132
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2655058
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27113832
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/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR & VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR & CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25EXECUTIVE DIRECTOR/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27MANAGING DIRECTOR, EVENTS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt026
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01898010
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt097028
IRS990/InsuranceGrp/TotalAmt010934
IRS990/IntangibleAssetsGrp/BOYAmt060974
IRS990/IntangibleAssetsGrp/EOYAmt0106334
IRS990/InterestGrp/TotalAmt037126
IRS990/InvestmentIncomeGrp/ExclusionAmt0434
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0434
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03791
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03362
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05092
IRS990/LandBldgEquipCostOrOtherBssAmt08883
IRS990/LegalDomicileStateCd0CA
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/BOYAmt01486418
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01452319
IRS990/NetAssetsOrFundBalancesBOYAmt0346989
IRS990/NetAssetsOrFundBalancesEOYAmt0133371
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt056949
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-16088
IRS990/OtherEmployeeBenefitsGrp/TotalAmt042373
IRS990/OtherExpensesGrp/Desc0SUBSCRIPTIONS AND MEMBE
IRS990/OtherExpensesGrp/Desc1NASBA LICENSE
IRS990/OtherExpensesGrp/Desc2EDUCATION, TRAINING AND
IRS990/OtherExpensesGrp/TotalAmt01154
IRS990/OtherExpensesGrp/TotalAmt11085
IRS990/OtherExpensesGrp/TotalAmt2400
IRS990/OtherSalariesAndWagesGrp/TotalAmt0471781
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt042261
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt04415
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0235032
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0121913
IRS990/PrincipalOfficerNm0THOMAS PALEKA
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/RelatedOrExemptFuncIncomeAmt01367495
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1489840
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt221676
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt318565
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01367495
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1489840
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt221676
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt318565
IRS990/ProgSrvcAccomActy2Grp/Desc0WEB BASED EDUCATION AND 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 2023, 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 AND THE PAN EUROPEAN REGIONAL EVENT HELD IN BERLIN, GERMANY.
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 MONTHLY GEOINSIGHTS E-NEWSLETTER, OUR REPOSITORY OF GLOBAL SHARE PLAN INFORMATION HOUSED ON THE GEO WEBSITE AND UPDATED DAILY, OUR ANNUAL GLOBAL EQUITY INSIGHTS SURVEY AND GLOBAL SHARE PLAN RANKINGS STUDY (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 PROGRAMS SUCH AS GEO FELLOWS, GEO FUTURE LEADERS AND GEO AWARDS, AS WELL AS VARIOUS VOLUNTEER OPPORTUNITIES.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0106200
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0343
IRS990/PYOtherExpensesAmt01355534
IRS990/PYOtherRevenueAmt0118437
IRS990/PYProgramServiceRevenueAmt01710049
IRS990/PYRevenuesLessExpensesAmt0-80700
IRS990/PYSalariesCompEmpBnftPaidAmt0660195
IRS990/PYTotalExpensesAmt02015729
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01935029
IRS990/ReconcilationRevenueExpnssAmt0-197530
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0346989
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0133371
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0250101
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0250535
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt05092

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