Allinial Global EIN 72-0681619 Form 990 (PDF) Claim this org

Allinial Global FY2020 filing

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Provides professional firms with resources in marketing, IT, management, learning, HR, and technical expertise. For fiscal year 2020 it reported $6.1M in revenue, $5.7M in expenses, and $2.4M in net assets.Pt I

Founded
1971
Type
Business league / trade association · Nonprofit
Location
Duluth, GA
Website
www.allinialglobal.com
Filings
5 on file (2020–2020)
Revenue
$6.1MFY2020
Expenses
$5.7M
Net assets
$2.4M
People
17
Filings
5
Updates
0
More identity details & actions ⌄
EIN  72-0681619 Business league / trade association Duluth, GA Founded 1971
Form 990 (PDF)
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →
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Figures match the IRS filing checked 8/13/26 · see original: IRS
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Size
$1–10M
What they do
Provides professional firms with resources in marketing, IT, management, learning, HR, and technical expertise.
Leadership
Terry Snyder · President and CEO (thru 8/31/20) · $566K
Money in and out
$6.1M revenue, $5.7M expenses
Bottom line
+6% operating surplus
Membership & operating revenue · FY2020
Total revenue
$6.1M
Pt VIII · Ln 12
Total expenses
$5.7M
Pt IX · Ln 25
Net assets
$2.4M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $359K
Operating surplus
+6%
revenue over expenses
Earned revenue
98%
of revenue from program services & dues
Payroll share
64%
of spending is salaries & benefits

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Revenue
$6.1M
FY2020
Expenses
$5.7M
FY2020
Total assets
$3.3M
FY2020
Total liabilities
$912K
FY2020
Total revenue
$6.1M
Pt VIII · Ln 12
Total expenses
$5.7M
Pt IX · Ln 25
Net assets
$2.4M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$359K
Total assetsPt X · Ln 16$3.3M
Program-expense ratioPt IX · col B
Voting members of governing bodyPt I · Ln 39
Independent voting membersPt I · Ln 49

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CAllinial Global
EINHdr · item D72-0681619
Principal addressHdr · item CDuluth, GA
WebsiteHdr · item Jwww.allinialglobal.com
Year of formationHdr · item L1971
State of legal domicileHdr · item MGA
Exempt statusHdr · item I501(c)(6) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFJul 1970

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a9
Independent voting membersPt VI · Ln 1b9
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
President and CEO (thru 8/31/20)
$566,338Pt VII · Sec A
President and CEO (beginning 8/1/20)
$197,917Pt VII · Sec A
EVP, Global Commerce
$191,250Pt VII · Sec A
VP, Technical Services
$184,750Pt VII · Sec A
VP, Member Services
$152,250Pt VII · Sec A
Avp, Information Services
$147,700Pt VII · Sec A
VP, HR & Member Relations
$145,000Pt VII · Sec A
VP, Meeting Services
$133,450Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Mark Koziel$647,452$610,417$562,946$528,303$197,917
Terry Snyder$566,338
Stephen Varley$242,079$214,600$197,512$183,339$184,750
Jacobus Dieleman$180,246$191,250
Joann Labbie$180,318$165,750
Lara Joseph$176,074$174,000$171,315$160,388$152,250
Natasha Schamberger$175,620$174,000$133,554
Karen Jenkins$151,317$144,825$138,947$134,162$133,450

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Mission & Programs · Part III

Where the work happens

3 program services, described in the organization's own filed words · FY2020.
01

HR and Training

Allinial Global is committed to helping our members focus on investing in one of their most important assets - their people. Resources are dedicated to helping members stay competitive in the areas of Selection, Development, Retention, and Succession through specific implementation guides, process suggestions, white papers, and member…

Pt IX · col B
02

Information Services

Allinial Global provides resources to assist those who oversee technology or who are tasked with fulfilling the technology needs of their accounting and consulting firm. Firms participate in the Technology Survey of the use of technology in accounting firms.

Pt IX · col B
03

PR & Publications

Allinial Global provides a rich offering of publications and resources to help the member firms and their clients improve their financial performance. To help members work across different countries and cultures, Allinial Global offers country-specific business guides as well as culture-specific training and resources.

Pt IX · col B

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Statement of Revenue

Part VIII
Program service revenue$6.0M · 98%
Contributions & grants$120K · 2%
Program service revenue98%$6.0M
Contributions & grants2%$120K
Investment income$11K
— government grantsLn 1e$120K
Total revenueLn 12$6.1M

Balance Sheet

Part X · end of year
CashLn 1$2.5M
Total assetsLn 16$3.3M
Total liabilitiesLn 26$912K
Total net assetsLn 32$2.4M
Months of cash on handcomputed5.3

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $2.5M · Operating expenses/yr $5.7M
5.3 months
Where the money goes
Program services
Program services — · Total expenses $5.7M
Management & General
Management & general — · Total expenses $5.7M
Fundraising
Fundraising — · Total expenses $5.7M
Cost to raise $1
Fundraising expense — · Solicited contributions —
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $120K · Total revenue $6.1M
2%
Government reliance
Government grants $120K · Total revenue $6.1M
2%
Earned-income share
Program service revenue $6.0M · Total revenue $6.1M
98%
Investment reliance
Investment income $11K · Total revenue $6.1M
+0.2%
Program self-sufficiency
Program service revenue $6.0M · Total expenses $5.7M
104%
Growth & trend
Revenue growth (YoY)
This year $6.1M · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $2.4M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $6.1M · Expenses $5.7M
+6%
Liabilities-to-Assets
Total liabilities — · Total assets $3.3M
Net-asset ratio
Net assets $2.4M · Total assets $3.3M
72%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $3.3M
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Terry Snyder · Reported title President and CEO (thru 8/31/20) · Highest reported compensation $566K · Total expenses $5.7M
10%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $3.7M · Total expenses $5.7M
64%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Fundraising cost ratio 0%
Legal fee ratio 0.1%
Accounting fee ratio 0.4%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$9.7M revenue · ⤓ 990 PDF
FY2023$9.1M revenue · ⤓ 990 PDF
FY2022$8.2M revenue · ⤓ 990 PDF
FY2021$7.2M revenue · ⤓ 990 PDF
FY2020$6.1M revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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