Totals
- Total revenue
- $208,078
- Total expenses
- $248,337
- Contributions and grants received
- $174,960
- Grants paid
- $0
- Program service revenue
- $32,805
- Investment income
- $313
- Other revenue
- $0
- Total assets, end of year
- $451,551
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $451,551
- Program services expenses (Part IX)
- $153,996
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- $153,996
Program services were 62.0% 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
$174,960
-
2a · Program service revenue: Program Events
total $32,805
-
3 · Investment income
total $313
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $54,894
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $515
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $18,994
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $1,995
-
24a · Other expenses: Merchant fees
total $3,843
-
24b · Other expenses: Administration
total $14,100
-
24e · All other expenses
total $153,996 · program services $153,996
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $203,518 · end of year $162,947
-
2 · Savings and temporary cash investments
beginning of year $288,292 · end of year $288,604
-
27 · Net assets without donor restrictions
beginning of year $491,810 · end of year $451,551
-
31 · Retained earnings, endowment or other funds
beginning of year $491,810 · end of year $451,551
Mission and programs · 2023
Mission
Enhance womens opportunities and growth in the investment industry offering professional and personal development, educational programs and networking opportunities.
-
Trailblazer meeting - Annual meeting that provides network opportunties for members and also shares inspirational stories from women in the industry achieving personal and profressional excllence.
Expenses $69,838
-
Network events
Expenses $48,820
-
Economic outlook event
Expenses $25,543
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Melissa Binder
President and Director
- Total calculated
- $0
- Hours/week
- 5
-
Beth Brewer
Director
- Total calculated
- $0
- Hours/week
- 2
-
Allison Johnson
Director
- Total calculated
- $0
- Hours/week
- 2
-
Sandra Krueger
Director
- Total calculated
- $0
- Hours/week
- 3
-
Angela Miller-May
Director
- Total calculated
- $0
- Hours/week
- 1
-
Carrie O'Donnell
Director
- Total calculated
- $0
- Hours/week
- 1
-
Nancy Prial
Director
- Total calculated
- $0
- Hours/week
- 2
-
Paula Romanchuk
Treasurer and Director
- Total calculated
- $0
- Hours/week
- 1
-
Stacy Scapino
Director
- Total calculated
- $0
- Hours/week
- 2
-
Mary Collins White
Director
- Total calculated
- $0
- Hours/week
- 2
-
Christy Whittington
Director
- Total calculated
- $0
- Hours/week
- 2
-
Denise Winchar
Director
- Total calculated
- $0
- Hours/week
- 4
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
- 19 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202412939349300801
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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