Totals
- Total revenue
- $580,559
- Total expenses
- $467,030
- Contributions and grants received
- $473,478
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $253
- Other revenue
- $106,828
- Total assets, end of year
- $503,444
- Total liabilities, end of year
- $21,744
- Net assets or fund balances, end of year
- $481,700
- Program services expenses (Part IX)
- $299,258
- Management and general expenses
- $115,934
- Fundraising expenses
- $51,838
- Program service expenses (Part III)
- $299,258
Program services were 64.1% 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
$90,105
-
1f · All other contributions, gifts and grants
$383,373
-
4 · Income from investment of tax-exempt bond proceeds
total $253 · excluded $253
-
8a · Fundraising events: gross income
$142,951
-
8a · Fundraising events: contributions included on line 1c
$90,105
-
8b · Fundraising events: direct expenses
$36,123
-
8c · Net income from fundraising events
total $106,828 · excluded $106,828
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $151,914 · program services $108,744 · management and general $27,661 · fundraising $15,509
-
7 · Other salaries and wages
total $42,894 · program services $31,640 · management and general $6,354 · fundraising $4,900
-
9 · Other employee benefits
total $19,510 · program services $13,305 · management and general $3,878 · fundraising $2,327
-
10 · Payroll taxes
total $15,421 · program services $11,112 · management and general $2,693 · fundraising $1,616
-
11b · Fees: legal
total $75 · management and general $75
-
11c · Fees: accounting
total $9,010 · management and general $9,010
-
11g · Fees: other
total $45,536 · program services $13,040 · management and general $32,496
-
12 · Advertising and promotion
total $12,677 · management and general $12,677
-
13 · Office expenses
total $6,583 · management and general $6,583
-
23 · Insurance
total $6,162 · management and general $6,162
-
24a · Other expenses: HELPLINE AND ONLINE EDU
total $108,155 · program services $108,155 · management and general $0 · fundraising $0
-
24b · Other expenses: FUNDRAISING CONSULTANTS
total $26,000 · program services $0 · management and general $0 · fundraising $26,000
-
24c · Other expenses: WEBSITE CONTENT
total $11,890 · program services $10,511 · management and general $0 · fundraising $1,379
-
24d · Other expenses: BANK CHARGES
total $5,094 · program services $0 · management and general $5,094 · fundraising $0
-
24e · All other expenses
total $6,109 · program services $2,751 · management and general $3,251 · fundraising $107
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $366,038 · end of year $430,968
-
4 · Accounts receivable
beginning of year $19,638 · end of year $39,985
-
9 · Prepaid expenses and deferred charges
beginning of year $18,625 · end of year $30,972
-
12 · Investments: other securities
end of year $1,519
-
17 · Accounts payable and accrued expenses
beginning of year $36,130 · end of year $21,744
-
27 · Net assets without donor restrictions
beginning of year $338,321 · end of year $461,200
-
28 · Net assets with donor restrictions
beginning of year $29,850 · end of year $20,500
Mission and programs · 2023
Mission
THE ORGANIZATION HELPS WOMEN ACHIEVE FINANCIAL INDEPENDENCE THROUGH COUNSELING AND EDUCATIONAL PRESENTATIONS.
-
THE ORGANIZATION PROVIDES FINANCIAL LITERACY EDUCATION PROGRAMS FOR WOMEN. THIS INCLUDES SEMINARS, WEBINARS AND WORKSHOPS. WOMEN HAVE ACCESS TO FREE FINANCIAL GUIDANCE ON PERSONAL FINANCE ISSUES AND RETIREMENT PLANNING VIA HELPLINE, EMAIL, OR TELEPHONE.
Expenses $299,258
As filed on the 2023 return.
Listed in Part VII
-
Stacy FrancisSTACY FRANCIS
FOUNDER
- Total calculated
- $0
- Hours/week
- 1
-
Amy Holzman EsqAMY HOLZMAN ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pam MoschettiPAM MOSCHETTI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary StoneMARY STONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lisa ZeidermanLISA ZEIDERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeanne BergerJEANNE BERGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shellon Blanchard-ClarkeSHELLON BLANCHARD-CLARKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lee Conti JrLEE CONTI JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bernadette Herward DavidaBERNADETTE HERWARD DAVIDA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Peter FrankPETER FRANK
BOARD TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Amy GoldsmithAMY GOLDSMITH
BOARD SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Carol Schiro GreenwaldCAROL SCHIRO GREENWALD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Randi L Karmel EsqRANDI L KARMEL ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Meghan McCartanMEGHAN MCCARTAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Fiona A PhilipFIONA A PHILIP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carrie RattleCARRIE RATTLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gary B RosenGARY B ROSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nichole R SchierNICHOLE R SCHIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Suzanne SiracuseSUZANNE SIRACUSE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Precious WilliamsPRECIOUS WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Richa AggarwalRICHA AGGARWAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tanya KaulTANYA KAUL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shuchi MittalSHUCHI MITTAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alina PanasALINA PANAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kim RigglemanKIM RIGGLEMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Julia RodgersJULIA RODGERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Judith HerbstJUDITH HERBST
EXECUTIVE DIRECTOR
- Total calculated
- $151,914
- From this org
- $136,058
- From related orgs
- $0
- Other
- $15,856
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,058
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $15,856
- Filer's total
- $151,914
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
- 2023
- Filed
- 7 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423179349308147
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