2023-11-14T13:18:50-06:00 2022-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2022-01-01 571174550 100 WOMEN IN FINANCE ASSOCIATION INC 100W 2125880350 888C 8TH AVENUE 453 NEW YORK NY 10019 NICOLE WILEY INTERIM CEO 2125880350 2023-10-29 1 NICOLE WILEY 999009999 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NICOLE WILEY 888C 8TH AVENUE 453 NEW YORK NY 10019 1855000 0 X WWW.100WOMEN.ORG X 2003 NY SEE SCHEDULE O 17 17 9 600 0 0 172202 256983 921680 1433144 0 0 10593 13117 1104475 1703244 0 0 0 0 909714 1010650 0 0 0 533802 988925 1443516 1999575 -339041 -296331 1287509 1254931 638500 910707 649009 344224 X SEE SCHEDULE O 0 0 100WF PRODUCES EDUCATION EVENTS THROUGHOUT THE YEAR. LED BY INDUSTRY ICONS AND EXPERTS, OUR PANELS AND PRESENTATIONS GO DEEP INTO TOPICS RELATED TO THE FINANCE AND ALTERNATIVE INDUSTRIES, MACRO TRENDS, AND LEADERSHIP AND PROFESSIONAL DEVELOPMENT. EDUCATION EVENTS ARE FREE OF CHARGE TO MEMBERS WHO HAVE PAID AN ANNUAL ACCESS FEE AND ARE HOSTED BY CORPORATE SPONSORS WHO PROVIDE BOTH THE EVENT LOCATION AND OFTEN ACCESS TO HIGH-LEVEL SPEAKERS. WE HOSTED 152 EDUCATION EVENTS (INCLUDING VIRTUAL EVENTS) IN 2022, WITH OVER 12,906 ATTENDEES. 100WF SUPPORTS THE PRODUCTION OF THESE EVENTS THROUGH THE STAFF SUPPORT OF VOLUNTEERS AND THE PROGRAMMING AND HOSTING OF OUR PROPRIETARY EVENT PLATFORM. 100WF PRODUCES PEER ENGAGEMENT EVENTS THROUGHOUT THE YEAR. WE BELIEVE ACHIEVING GENDER PARITY IN SENIOR LEADERSHIP AND INVESTMENT ROLES WILL STRENGTHEN OUR INDUSTRY AND THE BROADER GLOBAL ECONOMY. OUR TARGETED INITIATIVES AND NETWORKING OPPORTUNITIES HELP POSITION WOMEN FOR SUCCESS AT EVERY STAGE OF THEIR CAREERS. PEER ADVISORY GROUPS ARE CIRCLES OF FEMALE SENIOR PRACTITIONERS WORKING IN THE SAME SPECIALIZED AREAS. NEXTGEN GROUPS ARE FINANCE PROFESSIONALS IN THE FIRST DECADE OF THEIR CAREER. MIDCAREER GROUPS ARE FINANCE PROFESSIONALS WITH 10-20 YEARS' EXPERIENCE IN THE FINANCE INDUSTRY. THESE GROUPS PROVIDE AN EFFECTIVE INFRASTRUCTURE FOR OUR MEMBERS TO ENGAGE WITH ONE ANOTHER TO LEVERAGE COLLECTIVE WISDOM, SKILLS AND EXPERIENCE. PEER ENGAGEMENT EVENTS ARE GENERALLY FREE OF CHARGE TO MEMBERS AND ARE HOSTED BY CORPORATE SPONSORS WHO PROVIDE THE EVENT LOCATION. WE HOSTED 140 PEER ENGAGEMENT EVENTS (INCLUDING VIRTUAL EVENTS) IN 2021, WITH OVER 4,900 ATTENDEES. 100WF SUPPORTS THE PRODUCTION OF THESE EVENTS THROUGH THE STAFF SUPPORT OF VOLUNTEERS AND THE PROGRAMMING AND HOSTING OF OUR PROPRIETARY EVENT PLATFORM. GLOBAL FUNDWOMEN WEEK CONFERENCE. SINCE 2014, 100WF HAS HOSTED INVESTMENT CONFERENCES FOR FEMALE FUND MANAGERS AND THE BROAD COMMUNITY OF INSTITUTIONAL INVESTMENT ALLOCATORS TO ENGAGE WITH ONE ANOTHER AND EXPLORE BUSINESS OPPORTUNITIES. IN 2021, 100WF PRODUCED A VIRTUAL, WEEKLONG EVENT OF TARGETED INTRODUCTIONS AND ROUNDTABLE SESSIONS. THE EVENT PROVIDED (1) 1-ON-1 SELF-SCHEDULED MEETINGS ON GLOBAL PLATFORM (2) TIMELY, RELEVANT AND GLOBAL THOUGHT LEADERSHIP PROGRAMMING (3) "COFFEE CHAT" MINI-PRESENTATIONS HOSTED BY CONFERENCE PARTICIPANTS ON HIGH-INTEREST TOPICS. THE 2021 CONFERENCE WAS ATTENDED BY 325 FUND MANAGERS, 370 ALLOCATORS, WITH OVER 1,300 1-ON-1 MEETINGS. 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 6 0 1 9 1 0 1 UK 0 0 1 1 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X JOAN WERNER 6095298032 230 WEST 18TH STREET SHIP BOTTOM NJ 08008 DIANA CANTOR CHAIR 5.00 5.00 X X 0 0 0 ELAINE CROCKER CO-CHAIR 3.00 3.00 X X 0 0 0 CAROLE CRAWFORD TREASURER 3.00 3.00 X X 0 0 0 JUDY POSNIKOFF SECRETARY 3.00 3.00 X X 0 0 0 DAGMAR BAEUERLE DIRECTOR 1.00 1.00 X 0 0 0 RUPAL BHANSALI DIRECTOR 1.00 1.00 X 0 0 0 CHRISTINA BODDEN DIRECTOR 1.00 1.00 X 0 0 0 SARAH DYER DANA DIRECTOR 1.00 1.00 X 0 0 0 JENNY DUNN DIRECTOR 1.00 1.00 X 0 0 0 ULRIKE HOFFMANN-BURCHARDI DIRECTOR 1.00 1.00 X 0 0 0 WAYNE LEE DIRECTOR 1.00 1.00 X 0 0 0 MICHELLE MORRIS DIRECTOR 1.00 1.00 X 0 0 0 BARBARA NOVICK DIRECTOR 1.00 1.00 X 0 0 0 ARCHANA PAREKH DIRECTOR 1.00 1.00 X 0 0 0 LISA PETRELLI DIRECTOR 1.00 1.00 X 0 0 0 ULRIKA ROBERTSSON DIRECTOR 1.00 1.00 X 0 0 0 ARMANDO SENRA DIRECTOR 1.00 1.00 X 0 0 0 AMANDA PULLINGER FMR CEO 30.00 10.00 X 434325 0 22144 ANN HENRY FORMER CFO 28.00 12.00 X 167840 0 21108 NICOLE WILEY COO AND CDO 30.00 10.00 X 68437 0 6374 ALEXIS BELLADONNA GLOBAL DIRECTOR PEER ENGAGEMENT 40.00 0.00 X 106090 0 22208 776692 0 71834 3 0 1 0 INCLUSIVE ASSET MANAGEMENT PTE LTD 160 ROBINSON ROAD SINGAPORE SN 068914 ASSET MANAGEMENT SERVICES 183914 SZA CONSULTING LTD 2 COOMBE GARDENS LONDON UK SW20 PUBLIC RELATIONS/COMM. SERVICES 113070 2 256983 256983 ACCESS FEES 900099 1088636 1088636 PROGRAM REVENUE 900099 344508 344508 1433144 164873 151756 13117 13117 1703244 1433144 0 13117 X 730228 201683 14823 2491 61425 8500 398268 321904 46017 31258 6038 PRGM DEVELOPMENT EVENTS 173823 MANAGEMENT AND GENERAL 2323 GALA OTHER 794 1999575 1143783 1145895 68750 71659 27495 22303 18235 29784 26777 5008 3007 20170 16135 1287509 1254931 112501 236717 525999 673990 638500 910707 X 649009 344224 649009 344224 1287509 1254931 X -296331 1477 -9931 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 29784 26777 3007 3007 EUROPE 0 2 FUNDRAISING INDEPENDENT CONTRACTORS 151756 0 2 0 0 0 2 151756 0 151756 0 0 0 0 0 0 PART I, LINE 2: ALL GRANTS ARE MADE ONLY TO ORGANIZATIONS THAT HAVE BEEN SUBJECT TO A DUE DILIGENCE AND APPROVAL PROCESS. GRANTS ARE MONITORED BY OUR CHIEF IMPACT OFFICER, ASSISTED BY VOLUNTEER COMMITTEES MADE UP OF HIGHLY QUALIFIED PROFESSIONALS, GENERALLY INCLUDING MEMBERS WITH ACCOUNTING, LEGAL AND/OR RISK MANAGEMENT EXPERTISE. THE CHARITY MUST REPORT TO 100WF HOW THE FUNDS HAVE BEEN USED. PART III ACCOUNTING METHOD: LONDON GALA 1 164873 164873 17255 69108 1437 63956 164873 164873 17255 69108 1437 63956 151756 13117 1 X X X 1 0 0 AMANDA PULLINGER FMR CEO 364325 0 70000 0 0 0 5000 0 17144 0 456469 0 0 0 ANN HENRY FORMER CFO 157840 0 10000 0 0 0 5000 0 16108 0 188948 0 0 0 PART I, LINE 4A ANN HENRY, FMR. CFO RECEIVED $40,129 IN SEVERANCE DURING 2022. PART I - LINE 1 THE ASSOCIATION IS A GLOBAL NETWORK OF PROFESSIONALS IN THE FINANCE AND ALTERNATIVE INVESTMENT INDUSTRIES WORKING TOGETHER TO INSPIRE, EQUIP AND ADVOCATE FOR A NEW GENERATION OF INDUSTRY LEADERSHIP, IN WHICH WOMEN AND MEN SERVE AS INVESTMENT PROFESSIONALS AND EXECUTIVES, EQUAL IN ACHIEVEMENT AND IMPACT. THROUGH EDUCATION, PEER ENGAGEMENT AND IMPACT, THE ORGANIZATION FURTHERS THE PROGRESS OF WOMEN WHO HAVE CHOSEN FINANCE AS A CAREER AND ENABLES THEIR POSITIVE INFLUENCE OVER PRE-CAREER YOUNG WOMEN. THE ASSOCIATION'S MEMBERS ARE ACTIVELY INVOLVED IN PLANNING, EXECUTING, AND ATTENDING THE FOUNDATION'S ANNUAL GALA EVENTS AND OTHER FUNDRAISERS AND IN CONTRIBUTING FUNDS TO THE FOUNDATION. PART III - LINE 1 THE ASSOCIATION IS A GLOBAL NETWORK OF PROFESSIONALS IN THE FINANCE AND ALTERNATIVE INVESTMENT INDUSTRIES WORKING TOGETHER TO INSPIRE, EQUIP AND ADVOCATE FOR A NEW GENERATION OF INDUSTRY LEADERSHIP, IN WHICH WOMEN AND MEN SERVE AS INVESTMENT PROFESSIONALS AND EXECUTIVES, EQUAL IN ACHIEVEMENT AND IMPACT. THROUGH EDUCATION, PEER ENGAGEMENT AND IMPACT, THE ORGANIZATION FURTHERS THE PROGRESS OF WOMEN WHO HAVE CHOSEN FINANCE AS A CAREER AND ENABLES THEIR POSITIVE INFLUENCE OVER PRE-CAREER YOUNG WOMEN. THE ASSOCIATION'S MEMBERS ARE ACTIVELY INVOLVED IN PLANNING, EXECUTING, AND ATTENDING THE FOUNDATION'S ANNUAL GALA EVENTS AND OTHER FUNDRAISERS AND IN CONTRIBUTING FUNDS TO THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED ANNUALLY TO COMPLETE A QUESTIONNAIRE DISCLOSING ANY CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION COMMITTEE OF THE BOARD REVIEWS CEO COMPENSATION. BOARD VOTES IN EXECUTIVE SESSION EACH YEAR ON ANY INCREASE TO CEO COMPENSATION PUT FORWARD BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE IS EMPOWERED TO SEEK, AND DOES SEEK, ADVICE FROM EXTERNAL ADVISORS AS NECESSARY, IN THE PREPARATION OF THE COMMITTEES ANALYSIS AND RECOMMENDATIONS REGARDING CEO COMPENSATION. EVERY 3-5 YEARS THE BOARD ENGAGES A COMPENSATION CONSULTING FIRM TO ADVISE ON CEO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE PUBLIC CAN CONTACT THE CEO REGARDING QUESTIONS, AT ANY TIME, THROUGH THE WEBSITE. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES 266,286. MEMBERSHIP SERVICES 131,982. FORM 990, PART XI, LINE 9: LOSS ON INVESTMENTS -9,931. 100 WOMEN IN FINANCE LIMITED 2 LANSDOWNE ROW LONDON LONDON, ENGLAND UK W6HL PRODUCING 100 WOMEN IN FINANCE ANNUAL LONDON GALA UK 153746 147030 100 WOMEN IN FINANCE ASSOCIATION 100 WOMEN IN FINANCE FOUNDATION 888C 8TH AVENUE 453 NEW YORK NY 10019 571174548 FUNDRAISING NY 501(C)(3) 509(A)(1) ASSOCIATION 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 100 WOMEN IN FINANCE FOUNDATION O 720228 FMV