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Global Equity Organization

Not tax-deductible

Orange, CA501(c)(6)Human Services EIN 77-0517904Revenue $2.0M in FY2024Latest return filed Nov 14, 2025

On file with the IRSglobalequity.orgOrange, CATax-exempt since Oct 2001

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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.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
Run by 50 volunteers and 7 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
The IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $2K a year · 0.1% of revenue · last 5 filings
A surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Cash reserves
7.8 mo
of spending, in cash
7.8 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.4M
86% of total assets
Liabilities are 86% of assets.
Pt X · Ln 26
Independent board members
27
of 27 voting members
27 of 27 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
$2.0M
+4% vs prior year
Spent
$1.9M
Net assets
$240K
By yearFY2020–FY2024
Revenue
$2.0M
FY2024▲ +4%
Tap a bar for its year
Revenue by fiscal year
FY2020$939K
FY2021$1.6M
FY2022$1.9M
FY2023$1.9M
FY2024$2.0M
Expenses
$1.9M
FY2024▼ -11%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.1M
FY2021$1.2M
FY2022$2.0M
FY2023$2.1M
FY2024$1.9M
Net assets
$240K
FY2024▲ +80%
Tap a bar for its year
Net assets by fiscal year
FY2020$116K
FY2021$431K
FY2022$347K
FY2023$133K
FY2024$240K

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 2001.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

27 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Thomas Paleka
Director & Chair
$0Pt VII · Sec A
Sheila Frierson
Director & Secretary
$0Pt VII · Sec A
Mitan Patel
Director
$0Pt VII · Sec A
Matt Connor
Director & Vice-Chair
$0Pt VII · Sec A
Maria Robins
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Pamela Stetson’s $114K as Managing Director, Events is at the 48th percentile of top reported officer pay among 3869 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2023FY2022FY2021FY2020
Danyle Anderson$12,132$190,545$143,804$133,931
Pamela Stetson$113,832$148,473$128,729$130,923
Jeane Wharton$55,058———

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.

See Global Equity Organization executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Advances knowledge of equity compensation worldwide through a global professional community.

Questions for Global Equity Organization

Tap to ask. Global Equity Organization sees how many people are interested.

Your first name shows with your question. Global Equity Organization answers here, for everyone.

3 programs · in their own filed words · FY2024
01

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, our annual global equity…

Pt IX · Ln 25 · col B
02

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.

Pt IX · Ln 25 · col B
03

Annual conferencethe 25TH annual conference of the global equity organization (geo) was held in nashville, tennessee in april 2024. The conference attracted approximately 350 delegates from 15 countries for a meeting that included more than 50 educational sessions and multiple networking and business development opportunities.

Pt IX · Ln 25 · col B

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.0M
Ln 12
Fees for servicesLn 2g$1.9M
Investment incomeLn 3$46K
Money outPt IX
$1.9M
Ln 25
Owns and owesPt X
$240K
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$1.7M
LiabilitiesLn 26$1.4M
PeoplePt VI, VII
27
listed · VII A
PaidVII A0
Voting boardVI 1a27
IndependentVI 1b27
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.9M
Investment incomeLn 3$46K
Total revenueLn 12$2.0M
Assets in detailPt X, end of year
CashLn 1$223K
SavingsLn 2$998K
Cash and savings togetherLn 1–2$1.2M
Accounts receivableLn 4$200K
Prepaid expenses and deferred chargesLn 9$204K
Land, buildings, equipmentLn 10c$5K
Intangible assetsLn 14$55K
Total assetsLn 16$1.7M
LiabilitiesLn 26$1.4M
Net assetsLn 32$240K
OperationsPt I, VI
EmployeesI 57
VolunteersI 650
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$1.7M$1.2M
Land, buildings, equipmentLn 10c$5K$5K
Total assetsLn 16$2.1M$1.7M
LiabilitiesLn 26$2.0M$1.4M
Net assetsLn 32$133K$240K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$275K
Pension plan contributionsLn 8$4K
Other employee benefitsLn 9$47K
Payroll taxesLn 10$21K
Accounting feesLn 11c$13K
Other fees for servicesLn 11g$479K
Advertising and promotionLn 12$3K
Office expensesLn 13$37K
Information technologyLn 14$92K
TravelLn 17$23K
Conferences, conventions and meetingsLn 19$777K
InterestLn 20$42K
Depreciation, depletion and amortizationLn 22$47K
InsuranceLn 23$11K
Other expenses (24a–d)Ln 24$4K
Total functional expensesLn 25$1.9M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Nov 14, 2025 $2.0M$1.9M$105K$240K 990 PDF
FY2023Filed with the IRS Nov 14, 2024 $1.9M$2.1M−$198K$133K 990 PDF
FY2022Filed with the IRS Nov 15, 2023 $1.9M$2.0M−$81K$347K 990 PDF
FY2021Filed with the IRS Nov 15, 2022 $1.6M$1.2M$315K$431K 990 PDF
FY2020Filed with the IRS Nov 15, 2021 $939K$1.1M−$150K$116K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2024 990
Part I · Summary $1,978,792 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $1,897,576$1,932,492
I-10 Investment incomePrior year $434$46,300
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,898,010$1,978,792
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $628,694$347,710
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,466,846$1,526,367
I-18 Total expensesPrior year $2,095,540$1,874,077
I-19 Revenue less expensesPrior year −$197,530$104,715
Part VI · Governance 27 of 27 board members independent, 1 to look at
VI-1a Voting members of the governing body27
VI-1b Independent voting members27
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,978,792 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,932,492$1,932,492
VIII-3 Investment incomeExcluded from tax $46,300$46,300
VIII-12 Total revenueRelated to mission $1,932,492 · Unrelated business $0 · Excluded from tax $46,300$1,978,792
Part IX · Statement of functional expenses $1,874,077 across 15 lines filed
IX-7 Other salaries and wages$274,890
IX-8 Pension plan contributions$4,452
IX-9 Other employee benefits$47,349
IX-10 Payroll taxes$21,019
IX-11c Accounting fees$12,546
IX-11g Other fees for services$478,529
IX-12 Advertising and promotion$3,429
IX-13 Office expenses$36,850
IX-14 Information technology$91,792
IX-17 Travel$22,921
IX-19 Conferences, conventions and meetings$776,664
IX-20 Interest$41,909
IX-22 Depreciation, depletion and amortization$47,232
IX-23 Insurance$10,836
IX-24 Other expenses (24a–d)$3,659
IX-25 Total functional expenses$1,874,077
Part X · Balance sheet $1,685,170 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $1,497,325$222,820
X-2 Savings and temporary cash investmentsStart of year $250,535$998,113
X-4 Accounts receivableStart of year $125,015$200,189
X-9 Prepaid expenses and deferred chargesStart of year $121,913$204,328
X-10c Land, buildings and equipment, netStart of year $5,092$5,161
X-14 Intangible assetsStart of year $106,334$54,559
X-16 Total assetsStart of year $2,106,214$1,685,170
X-17 Accounts payable and accrued expensesStart of year $73,441$83,049
X-19 Deferred revenueStart of year $447,083$458,659
X-23 Secured mortgages and notes payableStart of year $1,452,319$903,577
X-26 Total liabilitiesStart of year $1,972,843$1,445,285
X-29 Capital stock or trust principalStart of year $0$0
X-30 Paid-in or capital surplusStart of year $0$0
X-31 Retained earnings or endowmentStart of year $133,371$239,885
X-32 Total net assets or fund balancesStart of year $133,371$239,885
X-33 Total liabilities and net assetsStart of year $2,106,214$1,685,170
Part XI · Reconciliation of net assets $239,885 net assets at year end
XI-1 Total revenue$1,978,792
XI-2 Total expenses$1,874,077
XI-3 Revenue less expenses$104,715
XI-4 Net assets at start of year$133,371
XI-9 Other changes in net assets$1,799
XI-10 Net assets at end of year$239,885

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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