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Nonprofiteer
← 100 WOMEN IN FINANCE ASSOCIATION INC

Form 990 for tax year 2022

Filed by 100 WOMEN IN FINANCE ASSOCIATION INC.

Totals

Total revenue
$1,703,244
Total expenses
$1,999,575
Contributions and grants received
$256,983
Grants paid
$0
Program service revenue
$1,433,144
Investment income
$0
Other revenue
$13,117
Total assets, end of year
$1,254,931
Total liabilities, end of year
$910,707
Net assets or fund balances, end of year
$344,224
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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

    $256,983

  • 2a · Program service revenue: ACCESS FEES

    total $1,088,636 · related or exempt $1,088,636

  • 2b · Program service revenue: PROGRAM REVENUE

    total $344,508 · related or exempt $344,508

  • 8a · Fundraising events: gross income

    $164,873

  • 8b · Fundraising events: direct expenses

    $151,756

  • 8c · Net income from fundraising events

    total $13,117 · excluded $13,117

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $730,228

  • 7 · Other salaries and wages

    total $201,683

  • 8 · Pension plan contributions

    total $14,823

  • 9 · Other employee benefits

    total $2,491

  • 10 · Payroll taxes

    total $61,425

  • 11c · Fees: accounting

    total $8,500

  • 11g · Fees: other

    total $398,268

  • 12 · Advertising and promotion

    total $321,904

  • 13 · Office expenses

    total $46,017

  • 17 · Travel

    total $31,258

  • 22 · Depreciation, depletion and amortization

    total $6,038

  • 24a · Other expenses: PRGM DEVELOPMENT EVENTS

    total $173,823

  • 24b · Other expenses: MANAGEMENT AND GENERAL

    total $2,323

  • 24c · Other expenses: GALA OTHER

    total $794

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,143,783 · end of year $1,145,895

  • 3 · Pledges and grants receivable

    beginning of year $68,750 · end of year $71,659

  • 4 · Accounts receivable

    beginning of year $27,495

  • 9 · Prepaid expenses and deferred charges

    beginning of year $22,303 · end of year $18,235

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

    $29,784

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

    $26,777

  • 10c · Land, buildings and equipment, net

    beginning of year $5,008 · end of year $3,007

  • 14 · Intangible assets

    beginning of year $20,170 · end of year $16,135

  • 17 · Accounts payable and accrued expenses

    beginning of year $112,501 · end of year $236,717

  • 19 · Deferred revenue

    beginning of year $525,999 · end of year $673,990

  • 27 · Net assets without donor restrictions

    beginning of year $649,009 · end of year $344,224

Mission and programs · 2022

Mission

SEE SCHEDULE O

  • 100WF PRODUCES EDUCATION EVENTS THROUGHOUT THE YEAR. LED BY INDUSTRY ICONS AND EXPERTS, OUR PANELS AND PRESENTATIONS GO DEEP INTO TOPICS RELATED TO THE FINANCE AND ALTERNATIVE INDUSTRIES, MACRO TRENDS, AND LEADERSHIP AND PROFESSIONAL DEVELOPMENT. EDUCATION EVENTS ARE FREE OF CHARGE TO MEMBERS WHO HAVE PAID AN ANNUAL ACCESS FEE AND ARE HOSTED BY CORPORATE SPONSORS WHO PROVIDE BOTH THE EVENT LOCATION AND OFTEN ACCESS TO HIGH-LEVEL SPEAKERS. WE HOSTED 152 EDUCATION EVENTS (INCLUDING VIRTUAL EVENTS) IN 2022, WITH OVER 12,906 ATTENDEES. 100WF SUPPORTS THE PRODUCTION OF THESE EVENTS THROUGH THE STAFF SUPPORT OF VOLUNTEERS AND THE PROGRAMMING AND HOSTING OF OUR PROPRIETARY EVENT PLATFORM.

  • 100WF PRODUCES PEER ENGAGEMENT EVENTS THROUGHOUT THE YEAR. WE BELIEVE ACHIEVING GENDER PARITY IN SENIOR LEADERSHIP AND INVESTMENT ROLES WILL STRENGTHEN OUR INDUSTRY AND THE BROADER GLOBAL ECONOMY. OUR TARGETED INITIATIVES AND NETWORKING OPPORTUNITIES HELP POSITION WOMEN FOR SUCCESS AT EVERY STAGE OF THEIR CAREERS. PEER ADVISORY GROUPS ARE CIRCLES OF FEMALE SENIOR PRACTITIONERS WORKING IN THE SAME SPECIALIZED AREAS. NEXTGEN GROUPS ARE FINANCE PROFESSIONALS IN THE FIRST DECADE OF THEIR CAREER. MIDCAREER GROUPS ARE FINANCE PROFESSIONALS WITH 10-20 YEARS' EXPERIENCE IN THE FINANCE INDUSTRY. THESE GROUPS PROVIDE AN EFFECTIVE INFRASTRUCTURE FOR OUR MEMBERS TO ENGAGE WITH ONE ANOTHER TO LEVERAGE COLLECTIVE WISDOM, SKILLS AND EXPERIENCE. PEER ENGAGEMENT EVENTS ARE GENERALLY FREE OF CHARGE TO MEMBERS AND ARE HOSTED BY CORPORATE SPONSORS WHO PROVIDE THE EVENT LOCATION. WE HOSTED 140 PEER ENGAGEMENT EVENTS (INCLUDING VIRTUAL EVENTS) IN 2021, WITH OVER 4,900 ATTENDEES. 100WF SUPPORTS THE PRODUCTION OF THESE EVENTS THROUGH THE STAFF SUPPORT OF VOLUNTEERS AND THE PROGRAMMING AND HOSTING OF OUR PROPRIETARY EVENT PLATFORM.

  • GLOBAL FUNDWOMEN WEEK CONFERENCE. SINCE 2014, 100WF HAS HOSTED INVESTMENT CONFERENCES FOR FEMALE FUND MANAGERS AND THE BROAD COMMUNITY OF INSTITUTIONAL INVESTMENT ALLOCATORS TO ENGAGE WITH ONE ANOTHER AND EXPLORE BUSINESS OPPORTUNITIES. IN 2021, 100WF PRODUCED A VIRTUAL, WEEKLONG EVENT OF TARGETED INTRODUCTIONS AND ROUNDTABLE SESSIONS. THE EVENT PROVIDED (1) 1-ON-1 SELF-SCHEDULED MEETINGS ON GLOBAL PLATFORM (2) TIMELY, RELEVANT AND GLOBAL THOUGHT LEADERSHIP PROGRAMMING (3) "COFFEE CHAT" MINI-PRESENTATIONS HOSTED BY CONFERENCE PARTICIPANTS ON HIGH-INTEREST TOPICS. THE 2021 CONFERENCE WAS ATTENDED BY 325 FUND MANAGERS, 370 ALLOCATORS, WITH OVER 1,300 1-ON-1 MEETINGS.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Diana Cantor

    CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 related
  • Elaine Crocker

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    3 + 3 related
  • Carole Crawford

    TREASURER

    Total calculated
    $0
    Hours/week
    3 + 3 related
  • Judy Posnikoff

    SECRETARY

    Total calculated
    $0
    Hours/week
    3 + 3 related
  • Dagmar Baeuerle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Rupal Bhansali

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Christina Bodden

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Sarah Dyer Dana

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Jenny Dunn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Ulrike Hoffmann-Burchardi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Wayne Lee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Michelle Morris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Barbara Novick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Archana Parekh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Lisa Petrelli

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Ulrika Robertsson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Armando Senra

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Amanda Pullinger

    FMR CEO

    Total calculated
    $456,469
    From this org
    $434,325
    From related orgs
    $0
    Other
    $22,144
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $364,325
    Bonus
    $70,000
    Other
    $0
    Deferred
    $5,000
    Nontaxable benefits
    $17,144
    Filer's total
    $456,469
  • Ann Henry

    FORMER CFO

    Total calculated
    $188,948
    From this org
    $167,840
    From related orgs
    $0
    Other
    $21,108
    Hours/week
    28 + 12 related

    Schedule J breakdown matched by us

    Base
    $157,840
    Bonus
    $10,000
    Other
    $0
    Deferred
    $5,000
    Nontaxable benefits
    $16,108
    Filer's total
    $188,948
  • Nicole Wiley

    COO AND CDO

    Total calculated
    $74,811
    From this org
    $68,437
    From related orgs
    $0
    Other
    $6,374
    Hours/week
    30 + 10 related
  • Alexis Belladonna

    GLOBAL DIRECTOR PEER ENGAGEMENT

    Total calculated
    $128,298
    From this org
    $106,090
    From related orgs
    $0
    Other
    $22,208
    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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 4A
ANN HENRY, FMR. CFO RECEIVED $40,129 IN SEVERANCE DURING 2022.

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • 100 WOMEN IN FINANCE LIMITED

    PRODUCING 100 WOMEN IN FINANCE ANNUAL LONDON GALA · UK · income $153,746 · assets $147,030

    Directly controlled by 100 WOMEN IN FINANCE ASSOCIATION

Provenance

Return type
form_990
Tax year
2022
Filed
29 October 2023
IRS schema version
2022v5.0
Source object
202333189349309148

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