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← WOMENS INSTITUTE FOR A SECURE RETIREMENT

Form 990 for tax year 2022

Filed by WOMENS INSTITUTE FOR A SECURE RETIREMENT.

Totals

Total revenue
$576,910
Total expenses
$492,148
Contributions and grants received
$576,835
Grants paid
$0
Program service revenue
$0
Investment income
$75
Other revenue
$0
Total assets, end of year
$1,095,054
Total liabilities, end of year
$237,380
Net assets or fund balances, end of year
$857,674
Program services expenses (Part IX)
$410,451
Management and general expenses
$64,310
Fundraising expenses
$17,387
Program service expenses (Part III)
$410,451

Program services were 83.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $238,125

  • 1f · All other contributions, gifts and grants

    $338,710

  • 3 · Investment income

    total $75 · excluded $75

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $159,602 · program services $135,662 · management and general $15,960 · fundraising $7,980

  • 7 · Other salaries and wages

    total $93,512 · program services $79,485 · management and general $9,351 · fundraising $4,676

  • 8 · Pension plan contributions

    total $6,766 · program services $5,751 · management and general $677 · fundraising $338

  • 9 · Other employee benefits

    total $639 · program services $543 · management and general $64 · fundraising $32

  • 10 · Payroll taxes

    total $20,031 · program services $17,026 · management and general $2,003 · fundraising $1,002

  • 11c · Fees: accounting

    total $15,487 · management and general $15,487

  • 11g · Fees: other

    total $531 · program services $531

  • 13 · Office expenses

    total $20,160 · program services $13,688 · management and general $5,755 · fundraising $717

  • 14 · Information technology

    total $2,996 · management and general $2,996

  • 16 · Occupancy

    total $47,104 · program services $40,039 · management and general $4,710 · fundraising $2,355

  • 17 · Travel

    total $5,986 · program services $4,845 · management and general $1,065 · fundraising $76

  • 22 · Depreciation, depletion and amortization

    total $4,228 · program services $3,594 · management and general $423 · fundraising $211

  • 23 · Insurance

    total $5,478 · management and general $5,478

  • 24a · Other expenses: DIRECT PROGRAM EXPENSES

    total $109,287 · program services $109,287

  • 24b · Other expenses: BANKING FEES

    total $341 · management and general $341

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $790,775 · end of year $870,488

  • 4 · Accounts receivable

    beginning of year $9,250

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,095 · end of year $5,183

  • 10a · Land, buildings and equipment: cost or other basis

    $21,140

  • 10b · Land, buildings and equipment: accumulated depreciation

    $11,357

  • 10c · Land, buildings and equipment, net

    beginning of year $14,011 · end of year $9,783

  • 15 · Other assets

    beginning of year $4,743 · end of year $209,600

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,858 · end of year $1,765

  • 25 · Other liabilities

    beginning of year $34,104 · end of year $235,615

  • 27 · Net assets without donor restrictions

    beginning of year $772,912 · end of year $857,674

Mission and programs · 2022

Mission

TO PROVIDE EDUCATIONAL PROGRAMS DEDICATED TO ADVANCING THE ECONOMIC INTERESTS OF WOMEN IN RETIREMENT AND PROMOTING WOMEN'S AWARENESS OF ECONOMIC ISSUES THAT AFFECT THEIR RETIREMENT SECURITY.

Activities or mission (Part I)

TO PROVIDE EDUCATIONAL PROGRAMS DEDICATED TO ADVANCING THE ECONOMIC INTERESTS OF WOMEN IN RETIREMENT AND WOMEN'S AWARENESS OF ECONOMIC ISSUES THAT AFFECT THEIR RETIREMENT SECURITY.

  • TO PROVIDE EDUCATIONAL PROGRAMS DEDICATED TO ADVANCING THE ECONOMIC INTERESTS OF WOMEN IN RETIREMENT AND PROMOTING WOMEN'S AWARENESS OF ECONOMIC ISSUES THAT AFFECT THEIR RETIREMENT SECURITY.

    Expenses $410,451

As filed on the 2022 return.

Listed in Part VII

  • Cindy Hounsell

    PRESIDENT

    Total calculated
    $159,767
    From this org
    $144,214
    From related orgs
    $0
    Other
    $15,553
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,214
    Bonus
    $0
    Other
    $0
    Deferred
    $14,422
    Nontaxable benefits
    $1,131
    Filer's total
    $159,767

  • Alexandra Warhol

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Shawn Hausman

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    4

  • Anna Rappaport

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lynn Rollins

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patrice Willoughby

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lynne Ford

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202333189349300038

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