Allinial Global

Nonprofit profile at a glance

EIN
720681619
IRS 990 coverage
2020–2025
Forms available
Form 990 2025
Location
Duluth, GA, USA
Phone
7702794560
Rating confidence
Limited

Official website

Reported finances

Revenue
$9,635,177
Expenses
$9,548,966
Assets
$3,389,972
Liabilities
$490,080

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

16 people listed

Executive titles in this filing

  • Tony Sacre (President & CEO (Beginning 4/1/25))
  • Lara Joseph (Executive Vice President of Member Services)
  • Jihyun Chun (Vice President of Marketing Services)
  • Amy Heppe (Vice President of Globabl Meetings)

Highest reported compensation

  • Stephen Varley (COO & EVP, Technical Services): $351,754 total reported compensation
  • Tony Sacre (President & CEO (Beginning 4/1/25)): $340,259 total reported compensation
  • JoAnn Labbie (Chief People Officer): $214,235 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2025

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.

Operating model

Revenue model
Other-operating. 99% of the money available for current operations came from other operating revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 50
  • Accountability: 95
  • Sustainability: 25
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Scored; rating input score 0
  • Grant itemization coverage: Scored; rating input score 0
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 0.9%; rating input score 30; 30th percentile among comparable filings
  • Total-asset coverage ratio: 0.36; rating input score 11; 11th percentile among comparable filings
  • Liabilities to assets ratio: 0.14; rating input score 42; 42nd percentile among comparable filings
  • Officer compensation ratio: 16.6%; rating input score 20; 20th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 9% per year; rating input score 100; 62nd percentile among comparable filings
  • Asset growth: -0.4% per year; rating input score 0; 9th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 9 of 9 board members independent · 8 of 9 filing controls reported
  • Programs: 3 filed program accomplishments
  • Leadership: top reported pay $352K · 16 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 3 contractors listed · $910K reported
  • Consistency: 12 of 12 current checks pass
  • Schedules: 5 filed schedules · includes foreign activity and executive pay
  • Filing history: 6 filing years from 2020 to 2025
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Foreign activity oversight scored 0/100.
  • High — Transparency & Controls: Grant itemization coverage scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 30/100.
  • High — Sustainability: Total-asset coverage ratio scored 11/100.
  • Review — Accountability: Governance controls: Audit committee oversight not reported.
  • High — Sustainability: Officer compensation ratio scored 20/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 42/100.