Global Equity Organization
- Assets
- $2.2m
- Revenue
- $1.9m
- Investments
- $0.0
- Employees
- 8
- Location
- Orange, CA
- Founding
- 10/2001
- Data as of
- 12/2022
- EIN
- 77-0517904
Organization Overview
Global Equity Organization is located in Orange, CA. The organization was established in 2001. According to its NTEE Classification (P51) the organization is classified as: Financial Counseling, under the broad grouping of Human Services and related organizations. As of 12/2022, Global Equity Organization employed 8 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Global Equity Organization is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2022, Global Equity Organization generated $1.9m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 0.3% each year. All expenses for the organization totaled $2.0m during the year ending 12/2022. While expenses have increased by 0.8% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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.
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William Castellano Director | Trustee | 4 | $0 |
Thomas Paleka Director & Secretary | OfficerTrustee | 4 | $0 |
Sheila Frierson Director & Treasurer | OfficerTrustee | 4 | $0 |
Mitan Patel Director | Trustee | 4 | $0 |
Matt Connor Director | Trustee | 4 | $0 |
Maria Robins Director | Trustee | 4 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $106,200 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $106,200 |
| Total Program Service Revenue | $1,710,049 |
| Investment income | $1,776 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$1,433 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,935,029 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $200,498 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $371,977 |
| Pension plan accruals and contributions | $6,823 |
| Other employee benefits | $40,178 |
| Payroll taxes | $40,719 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $7,488 |
| Fees for services: Accounting | $4,700 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $287,891 |
| Advertising and promotion | $4,538 |
| Office expenses | $61,579 |
| Information technology | $146,069 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $9,449 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $775,739 |
| Interest | $37,676 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,301 |
| Insurance | $11,394 |
| All other expenses | $0 |
| Total functional expenses | $2,015,729 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,510,805 |
| Savings and temporary cash investments | $250,101 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $92,715 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $235,032 |
| Net Land, buildings, and equipment | $3,362 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $60,974 |
| Other assets | $0 |
| Total assets | $2,152,989 |
| Accounts payable and accrued expenses | $92,523 |
| Grants payable | $0 |
| Deferred revenue | $227,059 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $1,486,418 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $1,806,000 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $346,989 |
| Total liabilities and net assets/fund balances | $2,152,989 |