Totals
- Total revenue
- $233,150
- Total expenses
- $245,849
- Contributions and grants received
- $177,100
- Grants paid
- $0
- Program service revenue
- $56,050
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $396,773
- Total liabilities, end of year
- $950
- Net assets or fund balances, end of year
- $395,823
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $196,679
Program services were 0.0% 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.
-
1b · Membership dues
$26,600
-
1f · All other contributions, gifts and grants
$150,500
-
2a · Program service revenue: HOLIDAY PARTY
total $7,220 · related or exempt $7,220
-
2b · Program service revenue: NETWORKING EVENT
total $11,425 · related or exempt $11,425
-
2c · Program service revenue: PROFESSIONAL LUNCHEON
total $1,820 · related or exempt $1,820
-
2d · Program service revenue: THE ECONOMIC OUTLOOK
total $12,485 · related or exempt $12,485
-
2e · Program service revenue: THE TRAILBLAZER EVENT
total $23,100 · related or exempt $23,100
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $74,535
-
11b · Fees: legal
total $42
-
11c · Fees: accounting
total $875
-
11g · Fees: other
total $121
-
13 · Office expenses
total $1,147
-
17 · Travel
total $367
-
19 · Conferences, conventions and meetings
total $148,418
-
23 · Insurance
total $576
-
24a · Other expenses: WEBSITE HANDLING
total $7,823 · program services $6,258 · management and general $1,173 · fundraising $392
-
24b · Other expenses: BANK CHARGES
total $7,128 · program services $5,703 · management and general $1,069 · fundraising $356
-
24c · Other expenses: COMMITTEE MEETINGS
total $3,289 · program services $2,631 · management and general $493 · fundraising $165
-
24d · Other expenses: SUBSCRIPTIONS
total $1,528 · program services $1,222 · management and general $230 · fundraising $76
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $119,757 · end of year $108,008
-
2 · Savings and temporary cash investments
beginning of year $288,765 · end of year $288,765
-
19 · Deferred revenue
end of year $950
-
27 · Net assets without donor restrictions
beginning of year $408,522 · end of year $395,823
Mission and programs · 2025
Mission
ENHANCE WOMENS OPPORTUNITIES AND GROWTH IN THE INVESTMENT INDUSTRY BY OFFERING PROFESSIONAL AND PERSONAL DEVELOPMENT, EDUCATIONAL PROGRAMS, AND NETWORKING OPPORTUNITIES
-
TRAILBLAZER MEETING: ANNUAL MEETING THAT PROVIDES NETWORKING OPPORTUNITIES FOR MEMBERS AND SHARES INSPIRATIONAL STORIES FROM WOMEN IN THE INDUSTRY ACHIEVING PERSONAL AND PROFESSIONAL EXCELLENCE.
Expenses $99,659
-
NETWORKING EVENTS: A VARIETY OF EVENTS HOSTED FOR THE PURPOSE OF NETWORKING WITH WOMEN IN A SIMILAR INDUSTRY IN ORDER TO BUILD LONG LASTING RELATIONSHIPS IN THE PROFESSIONAL AND PERSONAL SPACE.
Expenses $46,373
-
ECONOMIC OUTLOOK LUNCHEON: AN INTERACTIVE PANEL DISCUSSION THAT OFFERS DIVERSE PERSPECTIVES AND ANSWERS QUESTIONS ABOUT WHAT TO EXPECT FROM THE MARKETS AND ECONOMY IN THE COMING MONTHS.
Expenses $24,153
-
HOLIDAY PARTY: EVENT TO MAKE CONNECTIONS AND NETWORK IN A SETTING OF YOUR PEERS. ALSO PROVIDES AN OPPORTUNITY TO GIVE BACK TO THE COMMUNITY THROUGH A PROFESIONAL CLOTHING DRIVE
Expenses $23,267
-
PROFESSIONAL DEVELOPMENT LUNCHEON: EVENT FEATURING INSIGHTFUL PANEL DISCUSSIONS ON A WIDE VARIETY OF TOPICS, FOLLOWED BY NETWORKING OPPORTUNITIES WITH THOSE IN THE INDUSTRY.
Expenses $3,227
As filed on the 2025 return.
Listed in Part VII
-
Stacy ScapinoSTACY SCAPINO
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Paula RomanchukPAULA ROMANCHUK
SECRETARYTREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Melissa BinderMELISSA BINDER
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Laura DaviesLAURA DAVIES
COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Colleen FearnCOLLEEN FEARN
COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Allison JohnstonALLISON JOHNSTON
AVP CONSULTANT RELATIONS
- Total calculated
- $0
- Hours/week
- 1
-
Carrie OdonnellCARRIE ODONNELL
SPONSORSHIP SUBCOMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mary Collins WhiteMARY COLLINS WHITE
CO-CHAIR PROGRAMMING
- Total calculated
- $0
- Hours/week
- 1
-
Christy WhittingtonCHRISTY WHITTINGTON
CO-CHAIR PROGRAMMING
- Total calculated
- $0
- Hours/week
- 1
-
Emily FoxEMILY FOX
CO-CHAIR PROGRAMMING
- Total calculated
- $0
- Hours/week
- 1
-
Lisa CoxLISA COX
NOMINATING COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joanna HerrickJOANNA HERRICK
MEMBER
- Total calculated
- $0
- Hours/week
- 1
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
- 2025
- Filed
- 29 July 2026
- IRS schema version
- 2025v4.2
- Source object
- 202602119349300005
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