GLOBAL EQUITY ORGANIZATION

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

THOMAS PALEKA

Phone

7146302908

Tax Period

2023-01-01 to 2023-12-31

GLOBAL EQUITY ORGANIZATION, founded in 1999, is a community nonprofit in the Human Services sector that reported $1.9M in total revenue in fiscal year 2023. Expenses of $2.1M exceeded revenue, resulting in a 10% operating deficit.

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.

Program Service Accomplishments

Program 1

ANNUAL CONFERENCETHE 24TH ANNUAL CONFERENCE OF THE GLOBAL EQUITY ORGANIZATION (GEO) WAS HELD IN EDINBURGH, SCOTLAND IN APRIL 2023. THE CONFERENCE ATTRACTED APPROXIMATELY 375 DELEGATES FROM 24...

ANNUAL CONFERENCETHE 24TH ANNUAL CONFERENCE OF THE GLOBAL EQUITY ORGANIZATION (GEO) WAS HELD IN EDINBURGH, SCOTLAND IN APRIL 2023. THE CONFERENCE ATTRACTED APPROXIMATELY 375 DELEGATES FROM 24 COUNTRIES FOR A MEETING THAT INCLUDED MORE THAN 70 EDUCATIONAL, NETWORKING AND BUSINESS DEVELOPMENT SESSIONS AND OPPORTUNITIES. IN TOTAL, THE CONFERENCE PROVIDED MORE THAN 60 HOURS OF PROFESSIONAL DEVELOPMENT OPTIONS FOR DELEGATES.

Program 2

WEB 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...

WEB 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.

Program 3

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...

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 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.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,897,576

Investment Income $434

Other Revenue $0

TOTAL REVENUE $1,898,010

Expense Breakdown

Grants Paid $0

Salaries & Benefits $628,694

Fundraising Expenses $0

Other Expenses $1,466,846

TOTAL EXPENSES $2,095,540

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,898,010	$1,935,029	0.0%
Expenses	$2,095,540	$2,015,729	+0.0%
Net Income	$-197,530	$-80,700	+1.4%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$12,462

Total Directors

Key Employees

$55,474

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM CASTELLANO	DIRECTOR	4.00	Director	$0	$0	$0
THOMAS PALEKA	DIRECTOR & VICE CHAIR	4.00	Officer Director	$0	$0	$0
SHEILA FRIERSON	DIRECTOR & TREASURER	4.00	Officer Director	$0	$0	$0
MITAN PATEL	DIRECTOR	4.00	Director	$0	$0	$0
MATT CONNOR	DIRECTOR & SECRETARY	4.00	Officer Director	$0	$0	$0
MARIA ROBINS	DIRECTOR	4.00	Director	$0	$0	$0
MARC MUNTERMANN	DIRECTOR	4.00	Director	$0	$0	$0
LEANN BALBONA	DIRECTOR	4.00	Director	$0	$0	$0
JUNE DAVENPORT	DIRECTOR	4.00	Director	$0	$0	$0
JULIE VANDER VEEN	DIRECTOR	4.00	Director	$0	$0	$0
JESSICA VINSAND	DIRECTOR	4.00	Director	$0	$0	$0
HANNAH NEEDLE	DIRECTOR	4.00	Director	$0	$0	$0
DENNIS PAALMAN	DIRECTOR & CHAIR	5.00	Officer Director	$0	$0	$0
ADIE LEUNG	DIRECTOR	4.00	Director	$0	$0	$0
LINDSAY MINNIS	DIRECTOR	4.00	Director	$0	$0	$0
AMELIE DESROCHERS	DIRECTOR	4.00	Director	$0	$0	$0
ROBERT PURSER	DIRECTOR	4.00	Director	$0	$0	$0
AMY REBACK	DIRECTOR	4.00	Director	$0	$0	$0
SANDRA SUSSMAN	DIRECTOR	4.00	Director	$0	$0	$0
MAYA WRIGHT	DIRECTOR	4.00	Director	$0	$0	$0
TARA HAGEN	DIRECTOR	4.00	Director	$0	$0	$0
GABRIELLE STOPP	DIRECTOR	4.00	Director	$0	$0	$0
ANABEL PICHLER	DIRECTOR	4.00	Director	$0	$0	$0
DAVID EDWARDS	DIRECTOR	4.00	Director	$0	$0	$0
MICHELLE TOMASETTI	DIRECTOR	4.00	Director	$0	$0	$0
DANYLE ANDERSON	EXECUTIVE DIRECTOR/DIRECTOR	40.00	Officer	$12,132	$330	$12,462
JEANE WHARTON	EXECUTIVE DIRECTOR	40.00	Key Emp	$55,058	$416	$55,474
PAMELA STETSON	MANAGING DIRECTOR, EVENTS	40.00	Highest	$113,832	$816	$114,648

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	No data	No data	No data	No data
2023	$1,898,010	$2,095,540	$2,106,214	$-197,530
2022	$1,935,029	$2,015,729	$2,152,989	$-80,700
2021	$1,558,530	$1,243,248	$1,952,148	$315,282
2020	$938,949	$1,089,040	$1,450,110	$-150,091
2019	$2,204,491	$2,146,234	$732,235	$58,257
2018	$1,823,557	$1,755,360	$708,437	$68,197