Totals
- Total revenue
- $1,910,086
- Total expenses
- $1,866,360
- Contributions and grants received
- $1,819,690
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $90,396
- Other revenue
- $0
- Total assets, end of year
- $4,236,982
- Total liabilities, end of year
- $274,217
- Net assets or fund balances, end of year
- $3,962,765
- Program services expenses (Part IX)
- $1,387,433
- Management and general expenses
- $147,073
- Fundraising expenses
- $331,854
- Program service expenses (Part III)
- $1,387,433
Program services were 74.3% 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
$1,819,690
-
3 · Investment income
total $90,396 · related or exempt $90,396
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $270,718 · program services $196,669 · management and general $21,597 · fundraising $52,452
-
7 · Other salaries and wages
total $997,347 · program services $724,545 · management and general $79,563 · fundraising $193,239
-
11b · Fees: legal
total $1,277 · program services $690 · management and general $197 · fundraising $390
-
11c · Fees: accounting
total $20,979 · program services $11,338 · management and general $3,234 · fundraising $6,407
-
11g · Fees: other
total $126,193 · program services $68,203 · management and general $19,452 · fundraising $38,538
-
12 · Advertising and promotion
total $15,761 · program services $14,998 · fundraising $763
-
13 · Office expenses
total $94,933 · program services $94,933
-
14 · Information technology
total $114,087 · program services $113,915 · management and general $86 · fundraising $86
-
16 · Occupancy
total $89,692 · program services $65,159 · management and general $7,155 · fundraising $17,378
-
17 · Travel
total $61,942 · program services $47,568 · management and general $2,875 · fundraising $11,499
-
22 · Depreciation, depletion and amortization
total $14,027 · program services $10,190 · management and general $1,119 · fundraising $2,718
-
24a · Other expenses: MEALS
total $32,653 · program services $30,423 · management and general $1,115 · fundraising $1,115
-
24b · Other expenses: SUPPLIES AND MATERIALS
total $11,813 · program services $8,072 · management and general $2,138 · fundraising $1,603
-
24c · Other expenses: OTHER EXPENSE
total $10,705 · management and general $5,352 · fundraising $5,353
-
24d · Other expenses: LICENSES AND FEES
total $3,190 · management and general $3,190
-
24e · All other expenses
total $1,043 · program services $730 · fundraising $313
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,086,345 · end of year $455,928
-
2 · Savings and temporary cash investments
beginning of year $2,308,928 · end of year $3,143,650
-
3 · Pledges and grants receivable
beginning of year $532,500 · end of year $360,000
-
10a · Land, buildings and equipment: cost or other basis
$115,499
-
10b · Land, buildings and equipment: accumulated depreciation
$21,058
-
10c · Land, buildings and equipment, net
beginning of year $52,874 · end of year $94,441
-
15 · Other assets
beginning of year $257,673 · end of year $182,963
-
17 · Accounts payable and accrued expenses
beginning of year $53,748 · end of year $32,825
-
25 · Other liabilities
beginning of year $258,110 · end of year $241,392
-
27 · Net assets without donor restrictions
beginning of year $1,887,432 · end of year $2,143,075
-
28 · Net assets with donor restrictions
beginning of year $2,039,030 · end of year $1,819,690
Mission and programs · 2023
Mission
ROCK THE STREET, WALL STREET EMPOWERS HIGH SCHOOL GIRLS AND UNIVERSITY WOMEN BY BRINGING THE M IN STEM TO LIFE THROUGH A FOCUS ON FINANCIAL & INVESTMENT FUNDAMENTALS. (CONTINUED ON SCH. O)
-
FALL FINANCIAL LITERACY WORKSHOPS: FEMALE FINANCIAL PROFESSIONALS LEAD CLASSROOM WORKSHOPS INCLUDING HANDS-ON FINANCIAL MATH PROJECTS ON MONEY MANAGEMENT AND MORE DURING THE FOUR WEEK PROGRAM. OUR CUTTING- EDGE, OPEN SOURCED CURRICULUM RIPS FROM THE HEADLINES, DISCUSSES PUBLIC POLICY, ECONOMIC POLICY, AND STOCK AND BOND MARKETS. WORKSHOPS COVER TOPICS INCLUDING, BUT NOT LIMITED TO STUDENT LOAN DEBT, AUTO FINANCING, STOCK PORTFOLIO COMPOSITION AND PERFORMANCE AND INTEREST RATES.
Expenses $547,238
-
FALL WALL STREET EXPERIENCE FIELD TRIP: THE WALL STREET FIELD TRIP IS A CAPSTONE EXPERIENCE WHEREBY FEMALE STUDENTS ARE GIVEN A RARE GLIMPSE INTO CORPORATE OFFICE SETTINGS AND THE WORKPLACES AND WORK LIVES OF FINANCIERS. THE EXPERIENCE ALLOWS THE STUDENTS TO MEET FEMALE FINANCIAL PROFESSIONALS SUCH AS TREASURY OFFICERS, WEALTH MANAGERS, COMPTROLLERS, ACCOUNTANTS, ENTREPRENEURS AND MORE. FOR MANY OF OUR STUDENTS, THIS IS THEIR FIRST GLIMPSE INTO THE WORLD OF FINANCE, OPENING THEIR EYES TO A NEW WORLD OF POSSIBILITIES.
Expenses $228,070
-
SPRING MENTORSHIP: THE ROCK THE STREET, WALL STREET MENTORSHIP PROGRAM IS DESIGNED TO ENCOURAGE HIGH SCHOOL, SECONDARY SCHOOL AND SIXTH FORM GIRLS IN THE U.S., U.K. AND CANADA TO TAKE A STRONG INTEREST IN THEIR PERSONAL FINANCES AND TO EXPLORE THE POSSIBILITY OF A CAREER IN THE FINANCIAL SERVICES INDUSTRY. IN THE SPRING, WE PAIR FEMALE STUDENTS WITH SEASONED FEMALE FINANCIAL PROFESSIONALS. OUR SPRING MENTORSHIP PROGRAM AIMS TO PROVIDE POSITIVE ROLE MODELS, PREPARE STUDENTS FOR COLLEGE/UNIVERSITY, AND BUILD KEY SKILLS FOR CAREER READINESS. MENTORS OFFER A FIRSTHAND INSIGHT INTO THE PROFESSIONAL WORLD, GUIDING THEIR PROTEGES ON SAVINGS, INVESTMENTS, INTERVIEW SKILLS, RESUME/CV PREPARATION, PROFESSIONALISM, CONFIDENCE-BUILDING AND CAREER INTERESTS.
Expenses $478,945
-
OTHER PROGRAMS
Expenses $133,180
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Maura CunninghamMAURA CUNNINGHAM
CEO
- Total calculated
- $145,719
- From this org
- $145,719
- From related orgs
- $0
- Other
- $0
- Hours/week
- 60
-
Ashley LeftwichASHLEY LEFTWICH
COO
- Total calculated
- $124,999
- From this org
- $124,999
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
-
Michelle BorreMICHELLE BORRE
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Delano BrissettDELANO BRISSETT
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Gretchen FlickerGRETCHEN FLICKER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Anders HallANDERS HALL
BOARD CHAIRM
- Total calculated
- $0
- Hours/week
- 8
-
Meredith JonesMEREDITH JONES
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Ashley LeftwichASHLEY LEFTWICH
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Penny NovickPENNY NOVICK
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Sonya ParkSONYA PARK
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Tricia RothschildTRICIA ROTHSCHILD
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Reginald SandersREGINALD SANDERS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Art SteinmetzART STEINMETZ
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Stephen TisdalleSTEPHEN TISDALLE
MEMBER
- Total calculated
- $0
- Hours/week
- 2
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 28 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202530709349301618
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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