GLOBAL EQUITY ORGANIZATION (EIN 770517904) - 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

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.

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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 (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

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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

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

GLOBAL EQUITY ORGANIZATION