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Nonprofit · EIN 72-0681619

ALLINIAL GLOBAL

Tax-exempt · LAWRENCEVILLE, GA 30043

Financials

$9.6M$9.5M2025
Revenue Expenses · by fiscal year end
Financials of ALLINIAL GLOBAL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$9,635,177$9,548,966$86,211$3,389,972$490,080$2,899,892
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$9,599,304
Investment income
$35,873
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$692,632
Other salaries and wages
$1,853,732
Salaries, compensation and benefits (total)
$3,259,398
Professional fundraising fees
$0
Legal fees
$20,510
Accounting fees
$64,097
Occupancy
$43,171
Depreciation
$44,427

Balance sheet and other

Total assets, start of year
$3,327,145
Total assets, end of year
$3,389,972
Total liabilities, end of year
$490,080
Net assets, end of year
$2,899,892
Land, buildings and equipment
$3,210
Net assets without donor restrictions
$2,899,892
Gross receipts
$13,185,177
Employees
21
Volunteers
150
Year formed
1971
State of legal domicile
GA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Stephen VarleyCOO & EVP, Technical Services
Officer
45$310,380$41,374
Tony SacrePresident & CEO (Beginning 4/1/25)
Officer
45$300,000$40,259
JoAnn LabbieChief People Officer
Highest-paid employee
45$188,518$25,717
Lara JosephExecutive Vice President of Member Services
Highest-paid employee
45$181,824$26,396
Jihyun ChunVice President of Marketing Services
Highest-paid employee
45$145,129$23,124
Richard CurrySenior Developer
Highest-paid employee
45$116,871$42,746
Amy HeppeVice President of Globabl Meetings
Highest-paid employee
45$131,245$10,567
Jim WallaceChair
Trustee or director, Officer
2$0$0
Alyssa MartinVice Chair
Trustee or director, Officer
2$0$0
Nimesh ShahVice Chair
Trustee or director, Officer
2$0$0
Craig StanmorePast Chair
Trustee or director, Officer
2$0$0
Kip PlowmanDirector
Trustee or director
2$0$0
David StonesiferDirector
Trustee or director
2$0$0
Sean McFersonDirector
Trustee or director
2$0$0
Michael BreitDirector
Trustee or director
2$0$0
1 more people on this return
NameTitleHours / weekCompensation
Christophe VelutDirector
Trustee or director
2$0

Address and contacts

Address (IRS master file)
1755 N BROWN RD STE 200, LAWRENCEVILLE, GA 30043-2018
Principal officer (990 for 2025)
Lara Joseph, PO Box 957749, Duluth, GA 30095
Signed the 990
Lara Joseph, COO
Phone
(770) 279-4560
Return prepared by
Jones and Kolb

Mission

We exist to service our Members by establishing an organization of independent professional firms in order to improve individual member profitability through the sharing of resources, information and expertise while maintaining and strengthening member independence.

990 for the year ended December 31, 2025

Program accomplishments

  • Talent Development Services - Allinial Global offers custom human resources tools and programs and in-house professional development and leadership training options to help members develop people from hire to retire. Our members rely on our annual surveys, conferences, and webinars to master the latest trends in human resources, recruiting, and workplace compliance. Our NASBA certified CPE programs, along with our extensive use of industry expert speakers, can help round out member firms' professional development requirements.
  • Membership Services - Allinial Global recruits members on a worldwide basis. Candidate firms with the experience or geographical reach needed to service other members' clients are identified and vetted before membership is approved. Once a firm joins the Association, they have an opportunity to serve on various boards and committees to ensure the organization is meeting the needs of its members around the globe.
  • Technical Services - Allinial Global provides a wide variety of technical resources to help the member firms service their clients' needs. To help members work across different countries and cultures, Allinial Global offers country-specific business guides as well as culture-specific training and resources. Members can access industry intelligence to enhance their understanding of prospects' business concerns and strengthen relationships with existing clients. A suite of online tools is available to help advisors improve the financial performance of their clients. A member's only platform provides community resource groups where members can post questions, share thought leadership, and exchange best practice ideas.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
72-0681619
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1970
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$3,389,972
Income (IRS master file)
$13,185,177

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025–––IRS
990December 2024–––IRS
990December 2023$9,146,446$9,289,037$3,321,879IRS
990December 2022$8,205,782$8,191,543$3,779,337IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about ALLINIAL GLOBAL

What is the EIN of ALLINIAL GLOBAL?
The employer identification number (EIN) of ALLINIAL GLOBAL is 72-0681619.
Is ALLINIAL GLOBAL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1970.
Are donations to ALLINIAL GLOBAL tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ALLINIAL GLOBAL file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ALLINIAL GLOBAL due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALLINIAL GLOBAL last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of ALLINIAL GLOBAL?
The 990 for the year ended December 31, 2025 names Lara Joseph.
Who are the officers and directors of ALLINIAL GLOBAL?
The 990 for the year ended December 31, 2025 lists 16 people; 7 received compensation from the organization, the highest $310,380 (Stephen Varley, COO & EVP, Technical Services).
How much revenue does ALLINIAL GLOBAL have?
On its 990 for the year ended December 31, 2025 it reported revenue of $9,635,177, expenses of $9,548,966 and total assets of $3,389,972 at year end.

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