Totals
- Total revenue
- $1,803,688
- Total expenses
- $2,195,060
- Contributions and grants received
- $1,694,894
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $114,112
- Other revenue
- -$5,318
- Total assets, end of year
- $4,013,499
- Total liabilities, end of year
- $413,740
- Net assets or fund balances, end of year
- $3,599,759
- Program services expenses (Part IX)
- $1,578,483
- Management and general expenses
- $172,304
- Fundraising expenses
- $444,273
- Program service expenses (Part III)
- $1,578,483
Program services were 71.9% 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.
-
1c · Fundraising events
$16,300
-
1f · All other contributions, gifts and grants
$1,678,594
-
3 · Investment income
total $114,112 · related or exempt $114,112
-
8a · Fundraising events: contributions included on line 1c
$16,300
-
8b · Fundraising events: direct expenses
$5,318
-
8c · Net income from fundraising events
total -$5,318
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $406,332 · program services $294,231 · management and general $21,340 · fundraising $90,761
-
7 · Other salaries and wages
total $1,095,968 · program services $793,609 · management and general $57,557 · fundraising $244,802
-
11b · Fees: legal
total $3,237 · program services $1,379 · management and general $1,049 · fundraising $809
-
11c · Fees: accounting
total $29,943 · program services $12,756 · management and general $9,702 · fundraising $7,485
-
11g · Fees: other
total $172,638 · program services $73,544 · management and general $55,935 · fundraising $43,159
-
12 · Advertising and promotion
total $1,737 · program services $1,394 · fundraising $343
-
13 · Office expenses
total $85,310 · program services $83,921 · management and general $264 · fundraising $1,125
-
14 · Information technology
total $117,973 · program services $114,587 · management and general $1,693 · fundraising $1,693
-
16 · Occupancy
total $99,704 · program services $72,989 · management and general $5,294 · fundraising $21,421
-
17 · Travel
total $80,251 · program services $60,845 · management and general $3,881 · fundraising $15,525
-
22 · Depreciation, depletion and amortization
total $17,193 · program services $12,450 · management and general $903 · fundraising $3,840
-
23 · Insurance
total $4,569 · program services $2,284 · management and general $1,371 · fundraising $914
-
24a · Other expenses: MEALS
total $24,927 · program services $23,729 · management and general $1,198
-
24b · Other expenses: OTHER EXPENSE
total $20,832 · management and general $10,416 · fundraising $10,416
-
24c · Other expenses: SUPPLIES AND MATERIALS
total $18,899 · program services $17,022 · management and general $1,073 · fundraising $804
-
24d · Other expenses: VOLUNTEER APPRECIATION
total $9,058 · program services $9,058
-
24e · All other expenses
total $6,489 · program services $4,685 · management and general $628 · fundraising $1,176
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $455,928 · end of year $695,372
-
2 · Savings and temporary cash investments
beginning of year $3,143,650 · end of year $2,406,223
-
3 · Pledges and grants receivable
beginning of year $360,000 · end of year $470,000
-
10a · Land, buildings and equipment: cost or other basis
$115,333
-
10b · Land, buildings and equipment: accumulated depreciation
$35,187
-
10c · Land, buildings and equipment, net
beginning of year $94,441 · end of year $80,146
-
15 · Other assets
beginning of year $182,963 · end of year $361,758
-
17 · Accounts payable and accrued expenses
beginning of year $32,825 · end of year $32,418
-
25 · Other liabilities
beginning of year $241,392 · end of year $381,322
-
27 · Net assets without donor restrictions
beginning of year $2,143,075 · end of year $3,449,759
-
28 · Net assets with donor restrictions
beginning of year $1,819,690 · end of year $150,000
Mission and programs · 2024
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)
-
FINANCIAL & INVESTMENT LITERACY WORKSHOPS AND INSIGHT DAYS: PROVIDES STRUCTURED FINANCIAL AND INVESTMENT EDUCATION TO HIGH SCHOOL STUDENTS THROUGH SERIES OF CLASSROOM WORKSHOP SESSIONS AND CORPORATE IN- OFFICE INSIGHT DAYS LED BY FINANCIAL PROFESSIONAL VOLUNTEERS. FOCUSED M IN STEM CURRICULUM INCORPORATING APPLIED LEARNING EXPERIENCES BUILD CORE FINANCIAL AND INVESTMENT LITERACY LINKING ACADEMIC CONCEPTS TO REAL-WORLD FINANCIAL SYSTEMS INCLUDING THE CAPITAL MARKETS.
Expenses $702,032
-
STUDENT & EARLY CAREER MENTORSHIP: RTSWS PROGRAMMING PREPARES HIGH SCHOOL STUDENTS, UNIVERSITY STUDENTS, AND EARLY CAREER PROFESSIONALS FACILITATING CONNECTION TO FINANCIAL INDUSTRY MENTORS THROUGH INTENTIONAL, IN-PERSON AND VIRTUAL DISCUSSIONS. PROGRAMMING SUPPORTS CAREER EXPLORATION WITH A FOCUS ON INTRODUCTION TO VARYING FINANCE CAREERS, ACADEMIC PURSUITS, AND PREPARATION FOR INTERNSHIPS/EARLY PROFESSIONAL NAVIGATION.
Expenses $546,219
-
CAREER PREP & WORKFORCE READINESS PROGRAMMING: RTSWS CAREER CENTER ADVANCES EARLY WORKFORCE READINESS THROUGH INDUSTRY PANELS, CAREER DEVELOPMENT PROGRAMMING, AND UNIVERSITY CLUB SUPPORT, HELPING STUDENTS TRANSITION FROM CLASSROOMS TO CAREERS BY BUILDING PROFESSIONAL SKILLS, COMMUNITY NETWORKS, AND ACCESS TO INDUSTRY OPPORTUNITIES ACROSS FINANCIAL ROLES.
Expenses $330,232
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Maura CunninghamMAURA CUNNINGHAM
VICE CHAIR
- Total calculated
- $164,828
- From this org
- $149,039
- From related orgs
- $0
- Other
- $15,789
- Hours/week
- 25
Schedule J breakdown matched by us
- Base
- $149,039
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $15,789
- Filer's total
- $164,828
-
Ashley LeftwichASHLEY LEFTWICH
CEO
- Total calculated
- $143,469
- From this org
- $112,381
- From related orgs
- $0
- Other
- $31,088
- Hours/week
- 55
-
Johannah MullenixJOHANNAH MULLENIX
COO
- Total calculated
- $98,035
- From this org
- $72,046
- From related orgs
- $0
- Other
- $25,989
- 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
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Anders HallANDERS HALL
BOARD CHAIRM
- Total calculated
- $0
- Hours/week
- 5
-
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
-
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. 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
None.
Answered no
- 4a · Severance or change-of-control payment
- 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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
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
- 2024
- Filed
- 18 February 2026
- IRS schema version
- 2024v5.0
- Source object
- 202600519349300130
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