Totals
- Total revenue
- $10,508,827
- Total expenses
- $12,048,422
- Contributions and grants received
- $604,617
- Grants paid
- $0
- Program service revenue
- $9,879,502
- Investment income
- $24,708
- Other revenue
- $0
- Total assets, end of year
- $5,015,900
- Total liabilities, end of year
- $2,150,770
- Net assets or fund balances, end of year
- $2,865,130
- Program services expenses (Part IX)
- $7,726,916
- Management and general expenses
- $3,723,332
- Fundraising expenses
- $598,174
- Program service expenses (Part III)
- $7,726,916
Program services were 64.1% 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.
-
1f · All other contributions, gifts and grants
$604,617
-
1g · Noncash contributions included above
$84,332
-
2a · Program service revenue: EDUCATIONAL/NETWORKING
total $5,734,185 · related or exempt $5,734,185
-
2b · Program service revenue: MEMBERSHIP DUES
total $4,140,384 · related or exempt $4,140,384
-
2c · Program service revenue: PROGRAM RELATED SALES
total $4,933 · related or exempt $4,933
-
3 · Investment income
total $24,708 · excluded $24,708
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $952,785 · program services $387,401 · management and general $495,101 · fundraising $70,283
-
7 · Other salaries and wages
total $3,620,499 · program services $1,472,090 · management and general $1,881,341 · fundraising $267,068
-
8 · Pension plan contributions
total $53,202 · program services $21,632 · management and general $27,646 · fundraising $3,924
-
9 · Other employee benefits
total $300,575 · program services $122,213 · management and general $156,190 · fundraising $22,172
-
10 · Payroll taxes
total $347,188 · program services $141,166 · management and general $180,411 · fundraising $25,611
-
11b · Fees: legal
total $15,484 · program services $8,648 · management and general $4,181 · fundraising $2,655
-
11c · Fees: accounting
total $84,642 · management and general $84,642
-
11f · Fees: investment management
total $7,172 · management and general $7,172
-
11g · Fees: other
total $962,114 · program services $476,581 · management and general $352,653 · fundraising $132,880
-
13 · Office expenses
total $101,282 · program services $62,262 · management and general $37,258 · fundraising $1,762
-
14 · Information technology
total $487,993 · program services $241,609 · management and general $184,123 · fundraising $62,261
-
17 · Travel
total $265,871 · program services $186,110 · management and general $79,402 · fundraising $359
-
19 · Conferences, conventions and meetings
total $4,508,312 · program services $4,411,383 · management and general $96,739 · fundraising $190
-
23 · Insurance
total $6,739 · program services $2,804 · management and general $3,444 · fundraising $491
-
24a · Other expenses: CREDIT CARD FEES
total $132,823 · program services $132,823
-
24b · Other expenses: PAYROLL FEES
total $74,243 · program services $30,187 · management and general $38,579 · fundraising $5,477
-
24c · Other expenses: BAD DEBT
total $71,689 · management and general $71,689
-
24d · Other expenses: MISCELLANEOUS
total $21,235 · program services $8,835 · management and general $10,852 · fundraising $1,548
-
24e · All other expenses
total $34,574 · program services $21,172 · management and general $11,909 · fundraising $1,493
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,368,893 · end of year $2,951,869
-
2 · Savings and temporary cash investments
beginning of year $219,494 · end of year $252,492
-
4 · Accounts receivable
beginning of year $611,467 · end of year $541,855
-
9 · Prepaid expenses and deferred charges
beginning of year $387,923 · end of year $240,402
-
11 · Investments: publicly traded securities
beginning of year $1,257,995 · end of year $1,029,282
-
17 · Accounts payable and accrued expenses
beginning of year $671,811 · end of year $1,092,253
-
19 · Deferred revenue
beginning of year $1,555,984 · end of year $1,058,517
-
27 · Net assets without donor restrictions
beginning of year $2,562,231 · end of year $1,405,594
-
28 · Net assets with donor restrictions
beginning of year $2,055,746 · end of year $1,459,536
Mission and programs · 2022
Mission
ADVANCE WOMEN, GROW BUSINESS & TRANSFORM OUR INDUSTRY'S WORKPLACE THROUGH THE POWER OF COMMUNITY.
-
FOUNDED IN 2001 AS A 501(C)(3) NONPROFIT ASSOCIATION, NEXTUP PARTNERS WITH NATIONAL AND LOCAL ORGANIZATIONS TO DELIVER HANDS-ON LEADERSHIP OPPORTUNITIES, NETWORKING, AND LEARNING PROGRAMS DEDICATED TO ADVANCING ALL WOMEN. IN 2022, WE EVOLVED OUR IDENTITY TO EMBRACE A NEW GENERATION OF DIVERSE LEADERS, AND TO FUTURE-PROOF OUR MISSION OF ADVANCING ALL WOMEN IN BUSINESS FOR MANY YEARS TO COME. OUR NAME CHANGED, BUT THAT MISSION REMAINS OUR NORTH STAR. WHAT MAKES NEXTUP DIFFERENT? OUR POWERFUL PARTNERSHIPS WITH 100+ LEADING COMPANIES AND OUR 21 REGIONS. TOGETHER, WE REPRESENT AN UNMATCHED NETWORK OF WOMEN AND THEIR ALLIES UNIFIED BY OUR MISSION.OUR PROVEN LEARNING APPROACH IS BASED (CONTINUED ON SCHEDULE O)ON THE 70/20/10 ADULT LEARNING MODEL DEVELOPED BY THE CENTER FOR CREATIVE LEADERSHIP, WHICH EMPHASIZES LEARNING BY DOING (70%) AS WELL AS LEARNING THROUGH OTHERS (20%) AND FORMAL LEARNING (10%). THE GOAL OF OUR MISSION IS TO PROVIDE IMPACT BY IMPROVING LEADERSHIP CAPACITY AND SUPPORTING A MORE DIVERSE, EQUITABLE, AND INCLUSIVE WORKPLACE FOR ALL WOMEN. NEXTUP'S PROGRAMS SEEK TO OPEN MINDS THROUGH OUR COHORT- BASED LEARNING MODEL, BUILD LEADERSHIP CAPACITY TO TRANSFORM WORKPLACE CULTURES, AND CREATE LEADERSHIP OPPORTUNITIES THROUGH VOLUNTEER PROGRAMMING IN OUR REGIONAL COMMUNITIES.IN 2022, OUR PROGRAM SERVICE ACCOMPLISHMENTS RESULTED IN OVER 81 LEARNING EVENTS AND PROGRAMS AND APPROXIMATELY 17K REGISTRATIONS. THE FACETS OF OUR PROGRAM INCLUDE THE FOLLOWING: A) RISING STARS, OUR PREMIER DEVELOPMENT PROGRAM BUILDING LEADERSHIP CAPABILITIES THROUGH SELF-AWARENESS; B) SOAR, A PROGRAM TARGETED TO DIRECTOR AND SENIOR DIRECTOR LEVEL MEMBERS THAT HELPS BOOST CAREERS AND ELEVATE EXECUTIVE SKILLS; AND C) BEYOND ALLIES WHICH IS OPEN TO ALL LEADERS INCLUDING OUR MALE ALLIES. THIS PROGRAM FOCUSES ON WORKPLACE CHALLENGES AND BUILDING EMOTIONAL INTELLIGENCE IN THE WORKPLACE.FINALLY, EACH YEAR THE CULMINATION OF OUR PROGRAMMING EXPERIENCES FOR OUR MEMBERS, VOLUNTEERS, AND CORPORATE PARTNERS IS OUR NATIONAL EVENTS. DURING THIS PROGRAM YEAR, WE HELD OUR FIRST IN-PERSON EVENTS SINCE 2020 AND HOSTED 1662 PARTICIPANTS. OUR EVENTS PROVIDE AUTHENTIC EXPERIENCES WHERE CURRENT LEADERS PARTICIPATE IN MOTIVATING LEADERSHIP SESSIONS FROM INDUSTRY GIANTS, VITAL NETWORKING CONNECTIONS, AND EMPOWERING LESSONS THAT THAT HELP ADVANCE OUR MISSION TO ADVANCE ALL WOMEN IN THE WORKPLACE.
Expenses $7,726,916 · Revenue $9,879,502
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Abbe LuersmanABBE LUERSMAN
CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Dagmar BoggsDAGMAR BOGGS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Beth MarrionBETH MARRION
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Melody RichardMELODY RICHARD
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Monica TurnerMONICA TURNER
RECENT PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1.5
-
Chau BanksCHAU BANKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Christina BieniekCHRISTINA BIENIEK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Marla DaudelinMARLA DAUDELIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Wendy DavidsonWENDY DAVIDSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Alberto DominguezALBERTO DOMINGUEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Veronica FernandezVERONICA FERNANDEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Tonya HerringTONYA HERRING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Valerie JabbarVALERIE JABBAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Diana MarshallDIANA MARSHALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Andi MarstonANDI MARSTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Chris SkyersCHRIS SKYERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Mike TheilmannMIKE THEILMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Jennifer WilsonJENNIFER WILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Sarah AlterSARAH ALTER
PRESIDENT & CEO
- Total calculated
- $447,350
- From this org
- $437,565
- From related orgs
- $0
- Other
- $9,785
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $367,565
- Bonus
- $70,000
- Other
- $0
- Deferred
- $8,756
- Nontaxable benefits
- $1,029
- Filer's total
- $447,350
-
Carol JonesCAROL JONES
VP, FINANCE & ADMINISTRATION
- Total calculated
- $263,490
- From this org
- $257,004
- From related orgs
- $0
- Other
- $6,486
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $200,004
- Bonus
- $57,000
- Other
- $0
- Deferred
- $5,143
- Nontaxable benefits
- $1,343
- Filer's total
- $263,490
-
Tamiko OlabintanTAMIKO OLABINTAN
COO (FROM 3/2022)
- Total calculated
- $241,945
- From this org
- $237,500
- From related orgs
- $0
- Other
- $4,445
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $237,500
- Bonus
- $0
- Other
- $0
- Deferred
- $3,250
- Nontaxable benefits
- $1,195
- Filer's total
- $241,945
-
Laurie GreerLAURIE GREER
VP, STRATEGIC PARTNERSHIPS
- Total calculated
- $310,477
- From this org
- $303,077
- From related orgs
- $0
- Other
- $7,400
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $225,010
- Bonus
- $78,067
- Other
- $0
- Deferred
- $6,069
- Nontaxable benefits
- $1,331
- Filer's total
- $310,477
-
Karen JonesKAREN JONES
VP, LEARNING & PARTNER SOLUTIONS
- Total calculated
- $254,084
- From this org
- $247,577
- From related orgs
- $0
- Other
- $6,507
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $192,506
- Bonus
- $55,071
- Other
- $0
- Deferred
- $4,957
- Nontaxable benefits
- $1,550
- Filer's total
- $254,084
-
Julie BasileJULIE BASILE
VP, REGIONS COMMUNITY & MARKETING
- Total calculated
- $200,447
- From this org
- $195,578
- From related orgs
- $0
- Other
- $4,869
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $135,578
- Bonus
- $60,000
- Other
- $0
- Deferred
- $3,913
- Nontaxable benefits
- $956
- Filer's total
- $200,447
-
Danit L SchlemanDANIT L SCHLEMAN
VP, STRATEGIC VALUES
- Total calculated
- $181,121
- From this org
- $177,183
- From related orgs
- $0
- Other
- $3,938
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,209
- Bonus
- $6,974
- Other
- $0
- Deferred
- $2,991
- Nontaxable benefits
- $947
- Filer's total
- $181,121
-
Kristen LeeKRISTEN LEE
DIR, RESEARCH & LEARNING STRATEGIES
- Total calculated
- $147,219
- From this org
- $143,040
- From related orgs
- $0
- Other
- $4,179
- Hours/week
- 40
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 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- THE FOLLOWING EMPLOYEES RECEIVED BONUS PAYMENTS: - SARAH ALTER $70,000 - LAURIE GREER $78,067 - CAROL JONES $57,000 - KAREN JONES $55,071 - JULIE BASILE $60,000 - DANIT L. SCHLEMAN $6,974 - KRISTIN LEE $13,619
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
- 13 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202302869349300115
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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