GLOBAL EQUITY ORGANIZATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GLOBAL EQUITY ORGANIZATION (EIN 77-0517904)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349312730
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T12:35:03-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611436956 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVAK FRANCELLA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 MONUMENT RD 5TH FLR | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770517904 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLOBAL EQUITY ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLOB | BusinessNameControlTxt |
| Phone | 7146302908 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1442 E LINCOLN AVE 487 | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92865 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHEILA FRIERSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9492365600 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHEILA | PersonFirstNm |
| Person Last | FRIERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS VERZELLA CPA | PreparerPersonNm |
| PTIN | P00360279 | PTIN |
| Phone | 6106689400 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DENNIS PAALMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1442 E LINCOLN AVE 487 | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92865 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,936,462 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.GLOBALEQUITY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $222,500 | PYContributionsGrantsAmt |
| CY Contributions Grants | $106,200 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,338,241 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,710,049 | CYProgramServiceRevenueAmt |
| PY Investment Income | $25 | PYInvestmentIncomeAmt |
| CY Investment Income | $343 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,236 | PYOtherRevenueAmt |
| CY Other Revenue | $118,437 | CYOtherRevenueAmt |
| PY Total Revenue | $1,558,530 | PYTotalRevenueAmt |
| CY Total Revenue | $1,935,029 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $661,593 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $660,195 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $581,655 | PYOtherExpensesAmt |
| CY Other Expenses | $1,355,534 | CYOtherExpensesAmt |
| PY Total Expenses | $1,243,248 | PYTotalExpensesAmt |
| CY Total Expenses | $2,015,729 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $315,282 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$80,700 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,952,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,152,989 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,520,863 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,806,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $431,285 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $346,989 | NetAssetsOrFundBalancesEOYAmt |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | ANNUAL CONFERENCETHE 23RD ANNUAL CONFERENCE OF THE GLOBAL EQUITY ORGANIZATION (GEO) WAS HELD IN CHICAGO, IL IN APRIL 2022. THE CONFERENCE ATTRACTED APPROXIMATELY 275 DELEGATES FROM 12 COUNTRIES FOR A MEETING THAT INCLUDED MORE THAN 50 EDUCATIONAL, NETWORKING AND BUSINESS DEVELOPMENT SESSIONS AND OPPORTUNITIES. IN TOTAL, THE CONFERENCE PROVIDED MORE THAN 40 HOURS OF PROFESSIONAL DEVELOPMENT OPTIONS FOR DELEGATES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WEB 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBER 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELE HOLLY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7146302908 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1442 E LINCOLN AVE 487 | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92865 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| WILLIAM CASTELLANO | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS PALEKA | |||||||
| DIRECTOR & SECRETARY | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SHEILA FRIERSON | |||||||
| DIRECTOR & TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MITAN PATEL | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT CONNOR | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIA ROBINS | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MARC MUNTERMANN | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| LEANN BALBONA | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLEY GARRETT | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JUNE DAVENPORT | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE VANDER VEEN | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSICA VINSAND | |||||||
| DIRECTOR AND VICE CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JENNIFER THOMAS | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET COOPER | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| HANNAH NEEDLE | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| DON-TOBIAS JOL | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS PAALMAN | |||||||
| DIRECTOR & CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ADIE LEUNG | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH PANCAMO | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDSAY MINNIS | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| AMELIE DESROCHERS | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARISSA SCHUTTE | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| DANYLE ANDERSON | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $190,545 | $0 | $30,497 | Yes (X) | ||
| PAMELA STETSON | |||||||
| MANAGING DIRECTOR, EVENTS | 40.00 | $148,473 | $0 | $5,714 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $339,018 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $36,211 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMC SOURCE | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2455 E SUNRISE BOULEVARD STE 816 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT CONSULTANT | ServicesDesc |
| Compensation | $121,493 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $106,200 | GovernmentGrantsAmt |
| Total Contributions | $106,200 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONFERENCE AND MEETING | 611710 | $1,234,417 | $1,234,417 |
| MEMBERSHIP | 561499 | $436,063 | $436,063 |
| BRANDED SURVEY SPONSOR | 611710 | $23,374 | $23,374 |
| FELLOWS ANNUAL PROGRAM | 900099 | $16,195 | $16,195 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,710,049 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,776 | TotalRevenueColumnAmt |
| Exclusion | $1,776 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,433 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$1,433 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,433 | TotalRevenueColumnAmt |
| Exclusion | -$1,433 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUSTAINING SPONSORSHIP | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $118,437 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $118,437 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $118,437 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,935,029 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,828,486 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $343 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,498 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,977 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,823 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,178 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,719 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,488 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,700 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,891 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,538 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,579 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,069 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,449 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $775,739 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,676 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,301 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,394 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| SUBSCRIPTIONS AND MEMBE | $3,708 |
| EDUCATION, TRAINING AND | $3,007 |
| NASBA LICENSE | $995 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,015,729 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,438,197 | BOYAmt |
| EOY | $1,510,805 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,035 | BOYAmt |
| EOY | $250,101 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,106 | BOYAmt |
| EOY | $92,715 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,521 | BOYAmt |
| EOY | $235,032 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,631 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,269 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,289 | BOYAmt |
| EOY | $3,362 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $60,974 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,952,148 | BOYAmt |
| EOY | $2,152,989 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,329 | BOYAmt |
| EOY | $92,523 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $804,156 | BOYAmt |
| EOY | $227,059 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,486,418 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $671,378 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,520,863 | BOYAmt |
| EOY | $1,806,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,285 | BOYAmt |
| EOY | $346,989 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,285 | BOYAmt |
| EOY | $346,989 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,952,148 | BOYAmt |
| EOY | $2,152,989 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$80,700 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$3,596 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,631 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,269 | DepreciationAmt |
| Book Value | $3,362 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,362 | TotalBookValueLandBuildingsAmt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PAN EUROPEAN REGIONAL EVENT AND CHAPTER MEETING | TypeOfActivitiesConductedTxt |
| Specific Services Provided | PROGRAM SERVICE | SpecificServicesProvidedTxt |
| Region Total Expenditures | $97,666 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $97,666 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $97,666 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANYLE ANDERSON | ||||||||||||||
| EXECUTIVE DIRECTOR | $190,545 | $0 | $0 | $0 | $0 | $0 | $5,100 | $0 | $25,397 | $0 | $221,042 | $0 | $0 | $0 |
| PAMELA STETSON | ||||||||||||||
| MANAGING DIRECTOR, EVENTS | $148,473 | $0 | $0 | $0 | $0 | $0 | $4,457 | $0 | $1,257 | $0 | $154,187 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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. |
| 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. |
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