Form 990 for tax year 2023
Filed by 100 WOMEN IN FINANCE ASSOCIATION INC.
Totals
- Total revenue
- $2,016,321
- Total expenses
- $2,577,700
- Contributions and grants received
- $310,459
- Grants paid
- $24,333
- Program service revenue
- $1,680,506
- Investment income
- $10,226
- Other revenue
- $15,130
- Total assets, end of year
- $765,755
- Total liabilities, end of year
- $875,477
- Net assets or fund balances, end of year
- -$109,722
- 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
$310,459
-
2a · Program service revenue: ACCESS FEES
total $1,404,807 · related or exempt $1,404,807
-
2b · Program service revenue: PROGRAM REVENUE
total $275,699 · related or exempt $275,699
-
3 · Investment income
total $10,226 · excluded $10,226
-
8a · Fundraising events: gross income
$174,351
-
8b · Fundraising events: direct expenses
$201,221
-
8c · Net income from fundraising events
total -$26,870 · excluded -$26,870
-
11a · Other revenue: CARES ACT - ERTC
total $42,000 · excluded $42,000
-
11e · Other revenue, total
$42,000
Functional expenses
Part IX, the statement of functional expenses.
-
3 · Grants to foreign organizations and individuals
total $24,333
-
5 · Compensation of officers, directors and key employees
total $724,536
-
7 · Other salaries and wages
total $258,548
-
8 · Pension plan contributions
total $31,592
-
9 · Other employee benefits
total $87,108
-
10 · Payroll taxes
total $88,044
-
11b · Fees: legal
total $40,033
-
11c · Fees: accounting
total $67,019
-
11g · Fees: other
total $532,282
-
12 · Advertising and promotion
total $194,158
-
13 · Office expenses
total $67,341
-
17 · Travel
total $28,207
-
22 · Depreciation, depletion and amortization
total $6,038
-
23 · Insurance
total $2,446
-
24a · Other expenses: PRGM DEVELOPMENT EVENTS
total $384,169
-
24b · Other expenses: DONATED EXPENSES
total $41,846
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $1,145,895 · end of year $570,773
-
3 · Pledges and grants receivable
beginning of year $71,659 · end of year $90,000
-
4 · Accounts receivable
end of year $80,857
-
9 · Prepaid expenses and deferred charges
beginning of year $18,235 · end of year $11,022
-
10a · Land, buildings and equipment: cost or other basis
$6,010
-
10b · Land, buildings and equipment: accumulated depreciation
$5,007
-
10c · Land, buildings and equipment, net
beginning of year $3,007 · end of year $1,003
-
14 · Intangible assets
beginning of year $16,135 · end of year $12,100
-
17 · Accounts payable and accrued expenses
beginning of year $236,717 · end of year $61,167
-
19 · Deferred revenue
beginning of year $673,990 · end of year $814,310
-
27 · Net assets without donor restrictions
beginning of year $344,224 · end of year -$119,722
-
28 · Net assets with donor restrictions
end of year $10,000
Mission and programs · 2023
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, ALTERNATIVE INVESTMENTS, 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 160 EDUCATION EVENTS (INCLUDING VIRTUAL EVENTS) IN 2023, WITH OVER 9511 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. EARLY CAREER 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. SENIOR PRACTITIONERS ARE FINANCE PROFESSIONALS WITH 20+ YEARS OF EXPERIENCE. 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 OFTEN HOSTED BY CORPORATE SPONSORS WHO PROVIDE THE EVENT LOCATION. WE HOSTED 136 PEER ENGAGEMENT EVENTS (INCLUDING VIRTUAL EVENTS) IN 2023, WITH AROUND 4,000 ATTENDEES. 100WF SUPPORTS THE PRODUCTION OF THESE EVENTS THROUGH THE STAFF AND SUPPORT OF VOLUNTEERS AND THE PROGRAMMING AND HOSTING OF OUR PROPRIETARY EVENT PLATFORM.
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GLOBAL FUNDWOMEN WEEK ("GFWW") 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 2023, 100WF PRODUCED A VIRTUAL, WEEKLONG EVENT OF TARGETED INTRODUCTIONS AND ROUNDTABLE SESSIONS WITH 45 LIVE SPOTLIGHT SESSIONS, 60+ VOLUNTEERS, 1200+ PARTICIPANTS AND 90+ SPEAKERS. THE SPOTLIGHTS TOOK THE FORMAT OF FIRESIDE CHATS, PANELS, MINI-PRESENTATIONS ON THE LATEST INVESTMENT TRENDS, DEEP DIVES ON MANAGERS' INVESTMENT STRATEGIES, DUE DILIGENCE BEST PRACTICES, PERSPECTIVES FROM LEADING ALLOCATORS OR SMALL GROUP DISCUSSIONS BETWEEN ALLOCATORS AND MANAGERS. THESE WERE THE HIGHLIGHTS OF GFWW, CONNECTING OUR VETTED FEMALE MANAGERS WITH ASSET ALLOCATORS, SHOWCASING THE ALPHA OPPORTUNITIES PRESENTED BY THESE DIVERSE MANAGERS AND ADDRESSING THE NEEDS AND OPPORTUNITIES FROM THE ALLOCATORS' PERSPECTIVES. GFWW FACILITATED IN-PERSON PROGRAMMING FOR THE FIRST TIME SINCE THE PRE-PANDEMIC 2019 CONFERENCE. PARTICIPANTS GATHERED IN MIDTOWN MANHATTAN FOR A FULL DAY OF CONTENT, CURATED SPEED NETWORKING SESSIONS AND TOPICAL ROUNDTABLE DISCUSSIONS.THE EVENT WAS ATTENDED BY OVER 300 DELEGATES, OVER 60 FUND MANAGERS, OVER 120 ALLOCATORS WITH OVER 500 1:1 MEETINGS, 18 ROUNDTABLES, 30 SPEAKERS, 25 SPONSORS, MEDIA AND PARTNER ORGANISATIONS AND OVER 50 VOLUNTEERS.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Carole CrawfordCAROLE CRAWFORD
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Barbara NovickBARBARA NOVICK
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Sarah Dyer DanaSARAH DYER DANA
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Michelle MorrisMICHELLE MORRIS
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Dagmar BaeuerleDAGMAR BAEUERLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 5 related
-
Rupal BhansaliRUPAL BHANSALI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Christina BoddenCHRISTINA BODDEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Ulrike Hoffmann-BurchardiULRIKE HOFFMANN-BURCHARDI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Amy FlikerskiAMY FLIKERSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Wayne LeeWAYNE LEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Archana ParekhARCHANA PAREKH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Lisa PetrelliLISA PETRELLI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ulrika RobertssonULRIKA ROBERTSSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Sherri RossoffSHERRI ROSSOFF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Amando SenraAMANDO SENRA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Heather WyckoffHEATHER WYCKOFF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Amanda PullingerAMANDA PULLINGER
FORMER CEO
- Total calculated
- $483,378
- From this org
- $466,782
- From related orgs
- $0
- Other
- $16,596
- Hours/week
- 32 + 8 related
Schedule J breakdown matched by us
- Base
- $386,782
- Bonus
- $80,000
- Other
- $0
- Deferred
- $5,000
- Nontaxable benefits
- $11,596
- Filer's total
- $483,378
-
Michelle BusheMICHELLE BUSHE
CFO
- Total calculated
- $36,030
- From this org
- $29,951
- From related orgs
- $0
- Other
- $6,079
- Hours/week
- 32 + 8 related
-
Nicole WileyNICOLE WILEY
COO/CDO
- Total calculated
- $207,345
- From this org
- $190,606
- From related orgs
- $0
- Other
- $16,739
- Hours/week
- 32 + 8 related
Schedule J breakdown matched by us
- Base
- $190,606
- Bonus
- $0
- Other
- $0
- Deferred
- $5,000
- Nontaxable benefits
- $11,739
- Filer's total
- $207,345
-
Joan WernerJOAN WERNER
FINANCE DIRECTOR
- Total calculated
- $131,202
- From this org
- $114,583
- From related orgs
- $0
- Other
- $16,619
- Hours/week
- 32 + 8 related
-
Alexis BelladonnaALEXIS BELLADONNA
GLOBAL DIRECTOR OF MEMBERSHIP
- Total calculated
- $129,064
- From this org
- $111,395
- From related orgs
- $0
- Other
- $17,669
- Hours/week
- 32 + 8 related
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
- AMANDA PULLINGER, FMR CEO RECEIVED $60,500.01 IN SEVERANCE DURING 2023.
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.
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100 WOMEN IN FINANCE FOUNDATION
501(C)(3) · FUNDRAISING · NY
Directly controlled by ASSOCIATION
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 $173,552 · assets $48,713
Directly controlled by 100 WOMEN IN FINANCE ASSOCIATION
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100 WOMEN IN FINANCE CAYMAN
PRODUCING CAYMAN ISLAND GALA AND SUPPORTING GIRL FORCE · CJ · income $156,560 · assets $132,330
Directly controlled by 100 WOMEN IN FINANCE ASSOCIATION
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433179349303513
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