2025-09-16T16:06:06-05:00 2024-12-31 581763570 Jones and Kolb 3475 Piedmont Road Suite 1500 Atlanta GA 30305 990 2024-01-01 720681619 Allinial Global ALLI 7702794560 PO Box 957749 Duluth GA 30095 Stephen Varley COO and EVP, Technical Services 7702794560 2025-09-15 1 0 Jordan H Jones P01541391 4042627920 2024 2025-03-06 01:10:19Z Stephen Varley PO Box 957749 Duluth GA 30095 14542346 0 X www.allinialglobal.com X 1971 GA Support to professional firms in Talent Development, Technical Expertise, Firm Management, Information Technology, Business Development, and Global Connectivity. 10 10 19 150 0 0 0 0 9097261 9623237 49185 39109 0 0 9146446 9662346 0 0 0 0 3225218 3371412 0 0 0 6063819 6294153 9289037 9665565 -142591 -3219 3321879 3327145 504979 513464 2816900 2813681 We exist to service our Members by establishing an organization of independent professional firms in order to improve individual member profitability through the sharing of resources, information and expertise while maintaining and strengthening member independence. 0 0 Talent Development Services - Allinial Global offers custom human resources tools and programs and in-house professional development and leadership training options to help members develop people from hire to retire. Our members rely on our annual surveys, conferences, and webinars to master the latest trends in human resources, recruiting, and workplace compliance. Our NASBA certified CPE programs, along with our extensive use of industry expert speakers, can help round out member firms' professional development requirements. Membership Services - Allinial Global recruits members on a worldwide basis. Candidate firms with the experience or geographical reach needed to service other members' clients are identified and vetted before membership is approved. Once a firm joins the Association, they have an opportunity to serve on various boards and committees to ensure the organization is meeting the needs of its members around the globe. Technical Services - Allinial Global provides a wide variety of technical resources to help the member firms service their clients' needs. To help members work across different countries and cultures, Allinial Global offers country-specific business guides as well as culture-specific training and resources. Members can access industry intelligence to enhance their understanding of prospects' business concerns and strengthen relationships with existing clients. A suite of online tools is available to help advisors improve the financial performance of their clients. A member's only platform provides community resource groups where members can post questions, share thought leadership, and exchange best practice ideas. 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 19 1 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X Stephen Varley 7702794560 PO Box 957749 Duluth GA 30095 Jim Wallace Chair 2.00 X X 0 0 0 Jerome Ruefenacht Vice Chair 2.00 X X 0 0 0 Tony Sacre Vice Chair 2.00 X X 0 0 0 Kurt Gresens Secretary/Treasurer 2.00 X X 0 0 0 Craig Stanmore Past Chair 2.00 X X 0 0 0 Kip Plowman Director 2.00 X 0 0 0 David Stonesifer Director 2.00 X 0 0 0 Sean McFerson Director 2.00 X 0 0 0 Alyssa Martin Director 2.00 X 0 0 0 Christope Velut Director 2.00 X 0 0 0 Stephen Varley COO & EVP, Technical Services 45.00 X 242079 0 40126 Mark Koziel President & CEO 45.00 X 647452 0 60433 JoAnn Labbie Chief People Officer 45.00 X 180318 0 24842 Lara Joseph EVP Member Relationships 45.00 X 176074 0 25302 Karen Jenkins VP Meeting Services 45.00 X 151317 0 12519 Natasha Schamberger NA Regional Director 45.00 X 175620 0 35214 JIhyun Chun vp Marketing Services 45.00 X 138058 0 22281 1710918 0 220717 9 0 1 0 Intraprise Technologies LLC 1110 Nuuanu Ave Honolulu HI 96817 Technology consulting 436222 Vario 5985 Pacific Center Blvd Suite 202 San Diego CA 92121 Event management 236178 High Rock Accounting PLLC 8160 N Hayden Rd Suite J208 Scottsdale AZ 85258 Accounting services 126031 Gartner 13200 Paul J Doherty Parkway Fort Myers FL 33913 Technology and business consulting 100934 The Faurote Group 9114 Promontory Rd Indianapolis IN 46236 Conduct trainings 100445 5 Membership dues 541900 6259676 6259676 Conference revenue 541900 1983141 1983141 Training revenue 541900 1091394 1091394 Licensing fee revenue 541900 110709 110709 Fly-in/Roundtable revenue 541900 88905 88905 89412 89412 9623237 39109 39109 4880000 4880000 0 9662346 9623237 0 39109 925576 1822807 149808 306827 166394 19212 66209 784753 115863 144870 575845 39069 5861 13890 4532 Talent Development Svcs 3227602 Membership Services 661467 Technical Services 374918 Miscellaneous 116282 143780 9665565 435791 901668 1197561 1136670 1067708 528442 524556 580079 25190 21826 8261 3364 88002 176922 3321879 3327145 455269 445569 49710 67895 504979 513464 X 2816900 2813681 2816900 2813681 3321879 3327145 -3219 0 X 0 1 X 0 0 0 1 0 24375 21011 3364 815 815 0 3364 Deposit - Building 6074 Trademarks 66762 Intangible Assets, Net 104086 176922 9662346 0 9662346 0 9662346 9665565 0 9665565 0 9665565 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 1 Program Services Regional Meeting, trainings, member connectivity and recruiting 166866 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 1 Program Services Regional Meeting, trainings, member connectivity and recruiting 469824 North America - Canada and Mexico, but not the United States 0 1 Program Services Member connectivity and recruiting 1076625 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, 0 1 Program Services Member connectivity and recruiting 64924 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Program Services Member connectivity and recruiting 207548 South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 0 0 Program Services Member connectivity and recruiting 40297 Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 0 0 Program Services Member connectivity and recruiting 48056 0 4 0 0 0 4 2074140 0 2074140 0 0 0 0 0 0 X X 0 1 X X X 0 0 0 Mark Koziel President & CEO 589952 0 57500 0 0 0 27621 0 32812 0 707885 0 0 0 Stephen Varley COO & EVP, Technical Services 222079 0 20000 0 0 0 17357 0 22769 0 282205 0 0 0 Natasha Schamberger NA Regional Director 169620 0 6000 0 0 0 15042 0 20172 0 210834 0 0 0 JoAnn Labbie Chief People Officer 171818 0 8500 0 0 0 13460 0 11382 0 205160 0 0 0 Lara Joseph EVP Member Relationships 171074 0 5000 0 0 0 13835 0 11467 0 201376 0 0 0 Karen Jenkins VP Meeting Services 146317 0 5000 0 0 0 12519 0 0 0 163836 0 0 0 JIhyun Chun vp Marketing Services 133058 0 5000 0 0 0 10899 0 11382 0 160339 0 0 0 Part I, Line 1a PART I, LINE 1A AND 1B: First class or charter travel - First-class travel must be authorized and approved by the President. Travel for companions - The President's employment contract provides for spousal travel. The Executive VP and Chief Operating Officer's spousal travel to certain events was authorized and approved by the President. These expenses were considered ordinary and necessary business expenses of the Association. Form 990, Part VI, Section A, line 6 The Association has members. Form 990, Part VI, Section A, line 7a The Association has members who may elect one or more members of the governing body. Form 990, Part VI, Section A, line 7b Decisions of the governing body are subject to approval by the members. Form 990, Part VI, Section B, line 11b A draft copy of the 990 is included in the Board book materials, which are distributed to all Board members. The 990 is filed after the Board members have an opportunity to review it. Form 990, Part VI, Section B, line 12c A copy of the conflict of interest policy and a response form are distributed to all Board of Directors and committee members on an annual basis. The form asks for any potential interests which could give rise to conflicts. If any potential conflicts were noted, the Association would act accordingly. Form 990, Part VI, Section B, line 15 The Board of Directors shall prescribe and fix the amounts and method of payment of any salaries, benefits, compensation or reimbursable expenses which shall be payable to any or all Officers and Directors for performance of their duties and participation and attendance at meeting of such Board. Form 990, Part VI, Section C, line 19 Copies of the Association's financial statements and governing documents are available to the public upon request during regular business hours.