Totals
- Total revenue
- $10,678,946
- Total expenses
- $12,907,171
- Contributions and grants received
- $630,927
- Grants paid
- $0
- Program service revenue
- $10,011,919
- Investment income
- $36,100
- Other revenue
- $0
- Total assets, end of year
- $2,485,310
- Total liabilities, end of year
- $1,829,760
- Net assets or fund balances, end of year
- $655,550
- Program services expenses (Part IX)
- $9,321,984
- Management and general expenses
- $2,994,914
- Fundraising expenses
- $590,273
- Program service expenses (Part III)
- $9,321,984
Program services were 72.2% 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)
$191,588
-
1f · All other contributions, gifts and grants
$439,339
-
1g · Noncash contributions included above
$110,813
-
2a · Program service revenue: EDUCATIONAL/NETWORKING
total $6,174,035 · related or exempt $6,174,035
-
2b · Program service revenue: MEMBERSHIP DUES
total $3,835,936 · related or exempt $3,835,936
-
2c · Program service revenue: PROGRAM RELATED SALES
total $1,948 · excluded $1,948
-
3 · Investment income
total $36,100 · excluded $36,100
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,156,709 · program services $115,671 · management and general $809,696 · fundraising $231,342
-
7 · Other salaries and wages
total $4,149,355 · program services $3,000,820 · management and general $1,054,667 · fundraising $93,868
-
8 · Pension plan contributions
total $101,576 · program services $75,287 · management and general $24,511 · fundraising $1,778
-
9 · Other employee benefits
total $328,004 · program services $215,135 · management and general $99,165 · fundraising $13,704
-
10 · Payroll taxes
total $414,966 · program services $246,485 · management and general $143,832 · fundraising $24,649
-
11b · Fees: legal
total $1,864 · program services $988 · management and general $410 · fundraising $466
-
11c · Fees: accounting
total $65,541 · management and general $65,541
-
11f · Fees: investment management
total $11,825 · management and general $11,825
-
11g · Fees: other
total $518,563 · program services $282,776 · management and general $111,510 · fundraising $124,277
-
13 · Office expenses
total $472,184 · program services $290,217 · management and general $180,081 · fundraising $1,886
-
14 · Information technology
total $511,127 · program services $285,313 · management and general $137,633 · fundraising $88,181
-
17 · Travel
total $146,960 · program services $102,872 · management and general $39,679 · fundraising $4,409
-
19 · Conferences, conventions and meetings
total $4,545,170 · program services $4,454,267 · management and general $90,903
-
23 · Insurance
total $1,625 · program services $974 · management and general $555 · fundraising $96
-
24a · Other expenses: CREDIT LOSS
total $192,169 · management and general $192,169
-
24b · Other expenses: CREDIT CARD FEES
total $178,382 · program services $178,382
-
24c · Other expenses: PAYROLL FEES
total $62,377 · program services $37,051 · management and general $21,621 · fundraising $3,705
-
24d · Other expenses: MISCELLANEOUS
total $18,216 · program services $10,922 · management and general $6,221 · fundraising $1,073
-
24e · All other expenses
total $30,558 · program services $24,824 · management and general $4,895 · fundraising $839
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,951,869 · end of year $322,144
-
2 · Savings and temporary cash investments
beginning of year $252,492 · end of year $264,441
-
4 · Accounts receivable
beginning of year $541,855 · end of year $292,273
-
9 · Prepaid expenses and deferred charges
beginning of year $240,402 · end of year $438,244
-
11 · Investments: publicly traded securities
beginning of year $1,029,282 · end of year $1,168,208
-
17 · Accounts payable and accrued expenses
beginning of year $1,092,253 · end of year $807,846
-
19 · Deferred revenue
beginning of year $1,058,517 · end of year $1,021,914
-
27 · Net assets without donor restrictions
beginning of year $1,405,594 · end of year $129,961
-
28 · Net assets with donor restrictions
beginning of year $1,459,536 · end of year $525,589
Mission and programs · 2023
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. 2023 WAS A YEAR OF CHANGE AND GROWTH FOR NEXTUP. WE TOOK OUR ORGANIZATION TO NEW HEIGHTS AND SHOWED THE STRENGTH OF OUR AMAZING NETWORK AT A RECORD-BREAKING SUMMIT! WITH A SOLD-OUT CROWD OF 1500+! WE LEARNED, WE LAUGHED, AND WERE DELIGHTED BY INCREDIBLE SURPRISES LIKE BARBIE BECOMING AN OFFICIAL MEMBER. SUMMIT WAS THE CAPSTONE OF A POWERHOUSE YEAR WHERE WE CAME TOGETHER MORE THAN EVER BEFORE. OUR REGIONS HOSTED A NEW HIGH OF 214 EVENTS IN 2023, WITH ROUGHLY 18,000 REGISTRANTS (CONTINUED ON SCHEDULE O) AND OUR HQ LEARNING EVENTS CONNECTED WITH ANOTHER 18,000 MORE.2023 ALSO SAW THE LAUNCH OF THE 'YOU ARE NEXTUP' CAMPAIGN, FEATURING POSTERS OF DOZENS OF OUR AMAZING MEMBERS AND ALLIES AS THE HEROES THEY ARE. NEXTUP IS NOTHING WITHOUT OUR NETWORK OF 17,000+ WOMEN AND ADVOCATES, AND 'YOU ARE NEXTUP' TRULY SHOWS THE BREADTH OF OUR COMMUNITY. FROM FUTURE NEXTUP MEMBERS TO THE C-SUITE, 'YOU ARE NEXTUP' IS ABOUT YOU - THE BEATING HEART OF OUR ORGANIZATION.IN 2023, WE BEGAN A SIGNIFICANT TRANSFORMATION TO REBUILD OUR RESOURCES THROUGH: INCREASED DONOR SUPPORT AND REVENUE GROWTH; REDUCED ADMINISTRATIVE EXPENSES; AND IMPROVED MEMBER EXPERIENCE. WE HAVE PLANTED "GREEN SHOOTS" TO DEEPEN MEMBER ENGAGEMENT, WHILE RE-DIRECTING LIMITED RESOURCES TOWARD OUR MOST CRITICAL PRIORITIES. OUR VOLUNTEERS REMAIN OF CORE IMPORTANCE TO OUR MODEL, MANAGING MEMBERSHIP, PROGRAMMING, AND EVENTS FOR OUR CORPORATE PARTNERS AND REGIONS. THIS STRONG FOUNDATION IN A MEMBER-FIRST MODEL, ANCHORED BY 21 REGIONS, AND OVER 17,000+ WOMEN AND ADVOCATES THAT CONTINUES TO GROW.WHILE WE WERE ABLE TO STABILIZE AND TURNAROUND REVENUE IN THE SECOND HALF OF 2023, ECONOMIC HEADWINDS CONTINUED TO CHALLENGE OUR CULTIVATION OF NEW BUSINESS PARTNERSHIPS AND DONOR CONTRIBUTIONS. NONETHELESS, THE COMMITMENT OF OUR MEMBERS, STAFF, VOLUNTEERS, AND CORPORATE PARTNERS SOLIDIFIES OUR PLEDGE TO THE RESOURCES, TECHNOLOGY, AND VALUE PROPOSITION THAT WILL HELP US MEET THE EVOLVING NEEDS OF OUR EXISTING STAKEHOLDERS AND ATTRACT NEW ONES.THROUGH IT ALL, WE FORWARDED OUR MISSION. WE PUSHED FORWARD ALONGSIDE THE CORPORATE PARTNERS WHO MAKE OUR WORK POSSIBLE, THE VOLUNTEERS WHO SUPPORT OUR WORK EVERY STEP OF THE WAY, THE AMBASSADORS WHO GET THEIR TEAMS ENGAGED, AND THE MEMBERS, WHO ARE NEXTUP.
Expenses $9,321,984 · Revenue $10,009,971
As filed on the 2023 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
IMMEDIATE 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
-
Sarah DoddSARAH DODD
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
-
Sri RajagopalanSRI RAJAGOPALAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Mike TheilmannMIKE THEILMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Libby WrightLIBBY WRIGHT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Sarah AlterSARAH ALTER
PRESIDENT & CEO (UNTIL 4/2023)
- Total calculated
- $225,752
- From this org
- $215,627
- From related orgs
- $0
- Other
- $10,125
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $119,166
- Bonus
- $96,461
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $10,125
- Filer's total
- $225,752
-
Tamiko OlabintanTAMIKO OLABINTAN
COO (UNTIL 7/2023)
- Total calculated
- $416,761
- From this org
- $394,878
- From related orgs
- $0
- Other
- $21,883
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,716
- Bonus
- $74,662
- Other
- $154,500
- Deferred
- $5,003
- Nontaxable benefits
- $16,880
- Filer's total
- $416,761
-
Carol JonesCAROL JONES
VP, FIN. & ADMIN. (UNTIL 4/2023)
- Total calculated
- $86,686
- From this org
- $83,922
- From related orgs
- $0
- Other
- $2,764
- Hours/week
- 40
-
Lisa BairdLISA BAIRD
PRESIDENT & CEO (FROM 4/2023)
- Total calculated
- $284,126
- From this org
- $258,115
- From related orgs
- $0
- Other
- $26,011
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $258,115
- Bonus
- $0
- Other
- $0
- Deferred
- $19,504
- Nontaxable benefits
- $6,507
- Filer's total
- $284,126
-
Kristi AllenKRISTI ALLEN
VP, FIN. & ADMIN. (FROM 5/2023)
- Total calculated
- $143,383
- From this org
- $132,796
- From related orgs
- $0
- Other
- $10,587
- Hours/week
- 40
-
Laurie GreerLAURIE GREER
VP, P'SHIP & MBR ENG (UNTIL 12/2023)
- Total calculated
- $328,919
- From this org
- $289,158
- From related orgs
- $0
- Other
- $39,761
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $230,098
- Bonus
- $59,060
- Other
- $0
- Deferred
- $30,000
- Nontaxable benefits
- $9,761
- Filer's total
- $328,919
-
Danit L SchlemanDANIT L SCHLEMAN
VP, STRATEGY
- Total calculated
- $268,181
- From this org
- $245,681
- From related orgs
- $0
- Other
- $22,500
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $195,810
- Bonus
- $49,871
- Other
- $0
- Deferred
- $22,500
- Nontaxable benefits
- $0
- Filer's total
- $268,181
-
Karen JonesKAREN JONES
VP, LEARNING & DEVELOPMENT
- Total calculated
- $271,692
- From this org
- $235,945
- From related orgs
- $0
- Other
- $35,747
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $192,516
- Bonus
- $43,429
- Other
- $0
- Deferred
- $5,014
- Nontaxable benefits
- $30,733
- Filer's total
- $271,692
-
Kunle ObidyaKUNLE OBIDYA
VP, TECHNOLOGY & ANALYTICS
- Total calculated
- $199,909
- From this org
- $196,492
- From related orgs
- $0
- Other
- $3,417
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $190,168
- Bonus
- $6,324
- Other
- $0
- Deferred
- $3,417
- Nontaxable benefits
- $0
- Filer's total
- $199,909
-
Stuart ClaxtonSTUART CLAXTON
VP, MARKETING
- Total calculated
- $206,007
- From this org
- $184,235
- From related orgs
- $0
- Other
- $21,772
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $184,235
- Bonus
- $0
- Other
- $0
- Deferred
- $2,705
- Nontaxable benefits
- $19,067
- Filer's total
- $206,007
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
- 4a · Severance or change-of-control payment
- 7 · Other non-fixed payments
Answered no
- 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 4A
- TAMIKO OBLITAN RECEIVED SEVERANCE OF $154,500.
- PART I, LINE 7
- THE FOLLOWING EMPLOYEES RECEIVED MERIT-BASED BONUS PAYMENTS: - SARAH ALTER $96,461 - TAMIKO OBLITAN $74,662 - CAROL JONES $56,248 - LAURIE GREER $59,060 - DANIT L. SCHLEMAN $49,871 - KAREN JONES $43,429 - KUNLE OBIDYA $6,324
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
- 2023
- Filed
- 7 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432819349302368
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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