Allinial Global (EIN 720681619) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

Stephen Varley

Phone

7702794560

Tax Period

2024-01-01 to 2024-12-31

Allinial Global, founded in 1971, is a community nonprofit that reported $9.7M in total revenue in fiscal year 2024.

Mission

Support to professional firms in Talent Development, Technical Expertise, Firm Management, Information Technology, Business Development, and Global Connectivity.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $9,623,237

Investment Income $39,109

Other Revenue $0

TOTAL REVENUE $9,662,346

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,371,412

Fundraising Expenses $0

Other Expenses $6,294,153

TOTAL EXPENSES $9,665,565

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,662,346	$9,146,446	+0.1%
Expenses	$9,665,565	$9,289,037	+0.0%
Net Income	$-3,219	$-142,591	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

150

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$990,090

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jim Wallace	Chair	2.00	Officer Director	$0	$0	$0
Jerome Ruefenacht	Vice Chair	2.00	Officer Director	$0	$0	$0
Tony Sacre	Vice Chair	2.00	Officer Director	$0	$0	$0
Kurt Gresens	Secretary/Treasurer	2.00	Officer Director	$0	$0	$0
Craig Stanmore	Past Chair	2.00	Officer Director	$0	$0	$0
Kip Plowman	Director	2.00	Director	$0	$0	$0
David Stonesifer	Director	2.00	Director	$0	$0	$0
Sean McFerson	Director	2.00	Director	$0	$0	$0
Alyssa Martin	Director	2.00	Director	$0	$0	$0
Christope Velut	Director	2.00	Director	$0	$0	$0
Stephen Varley	COO & EVP, Technical Services	45.00	Officer	$242,079	$40,126	$282,205
Mark Koziel	President & CEO	45.00	Officer	$647,452	$60,433	$707,885
JoAnn Labbie	Chief People Officer	45.00	Highest	$180,318	$24,842	$205,160
Lara Joseph	EVP Member Relationships	45.00	Highest	$176,074	$25,302	$201,376
Karen Jenkins	VP Meeting Services	45.00	Highest	$151,317	$12,519	$163,836
Natasha Schamberger	NA Regional Director	45.00	Highest	$175,620	$35,214	$210,834
JIhyun Chun	vp Marketing Services	45.00	Highest	$138,058	$22,281	$160,339

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$9,662,346	$9,665,565	$3,327,145	$-3,219
2023	$9,146,446	$9,289,037	$3,321,879	$-142,591
2022	$8,205,782	$8,191,543	$3,779,337	$14,239
2021	$7,173,344	$6,603,754	$3,508,006	$569,590
2020	$6,093,313	$5,734,261	$3,289,184	$359,052

Allinial Global