Totals
- Total revenue
- $160,381
- Total expenses
- $132,681
- Contributions and grants received
- not reported
- Grants paid
- not reported
- Program service revenue
- $21,545
- Membership dues (line 3)
- $138,733
- Investment income (line 4)
- $103
- Gain or loss on sale of assets (line 5c)
- not reported
- Gaming and fundraising events, net (line 6d)
- not reported
- Gross profit on inventory sales (line 7c)
- not reported
- Other revenue (line 8)
- not reported
- Total assets, end of year
- $491,810
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- $491,810
- Program service expenses (Part III)
- not reported
Mission and programs · 2022
Primary exempt purpose
To provide networking and professional development
-
Provides networking and professional development in investment community
As filed on the 2022 return.
Listed in Part IV
-
Nancy Prial
President, Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 2
-
Melissa Binder
Treasurer, Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 2
-
Fran Skinner
Vice President, Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1.5
-
Angela Miller May
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Donna Holmes
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 2
-
Stacy Scapino
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1.5
-
Denise Winchar
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 6
-
Adela Ghinet
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 2
-
Susan Small
Past President, Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, 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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990_ez
- Tax year
- 2022
- Filed
- 16 June 2023
- IRS schema version
- 2022v5.0
- Source object
- 202321679349200207
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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