2023-05-04T13:29:11-04:00 2022-12-31 472461346 WELLS CPA LLC 6500 BUSCH BLVD STE 120 COLUMBUS OH 43229 990 2022-01-01 454542456 WOMEN FOR ECONOMIC AND LEADERSHIP DEVELOPMENT WOME 6148902586 752 N STATE STREET SUITE 398 WESTERVILLE OH 43082 BARBARA SMOOT PRESIDENT/CEO 6148902586 2023-05-04 BARBARA SMOOT XXX-XX-XXXX false DONALD WELLS P01867509 6142067054 2023-05-04 X 2022 2023-04-26 12:10:37Z BARBARA SMOOT 752 N STATE STREET SUITE 398 WESTERVILLE OH 43082 710978 false X WWW.WELDUSA.ORG X 2012 OH WELD DEVELOPS AND ADVANCES WOMEN'S LEADERSHIP TO STRENGTHEN THE ECONOMIC PROSPERITY OF THE COMMUNITIES IT SERVES. 31 31 4 0 188348 582070 488886 127409 1085 1499 0 678319 710978 0 0 289174 267487 0 0 252039 397329 541213 664816 137106 46162 526843 578283 153107 155386 373736 422897 X WELD DEVELOPS AND ADVANCES WOMEN'S LEADERSHIP TO STRENGTHEN THE ECONOMIC PROSPERITY OF THE COMMUNITIES IT SERVES. false false 115299 23561 MEMBERSHIP SERVICES: WELD LAUNCHED A NEW E-CHAPTER IN TAMPA THIS YEAR. WELD HAS MAINTAINED STRONG MEMBERSHIP BY CONTINUING A STRONG LINE UP OF MEMBER ONLY PROGRAMS (NEW AND RENEWING MEMBER PROGRAMS, BOARD PROGRAMS, SPECIALTY PROGRAMS) AND CORPORATE MEMBER ONLY PROGRAMS (EXECUTIVE WOMENS SERIES, AFFINITY GROUPS BEST PRACTICES SERIES). IN ADDITION, WELD PROVIDED ALL OF ITS TELL IT LIKE IT IS THURSDAY WEBINAR SERIES PROGRAMS FREE TO MEMBERS AND CONTINUED DEEP REGISTRATION DISCOUNTS FOR MEMBERS. 176924 36153 EVENTS: KEYNOTE: WELD HELD TWO KEYNOTES IN 2022. FOR THE FIRST TIME POST-COVID, THE WELD COLUMBUS CHAPTER HAD ITS KEYNOTE EVENT IN PERSON. THE EVENT FEATURED GRACE VANDECRUZ, MANAGING DIRECTOR, GRACE GLOBAL CAPITAL LLC. IT FOCUSED ON THE TOPIC "EMERGING STRONG THROUGH MOUNTAINS OF CHANGE." THE PITTSBURGH CHAPTER ALSO HELD AN IN PERSON KEYNOTE EVENT FEATURING LEANNE MEYER, AUTHOR, ON THE TOPIC OF "CLIMBING THE SPIRAL STAIRCASE." LEADERSHIP: WELD HOSTS AN ANNUAL WOMEN'S LEADERSHIP CONFERENCE EACH SUMMER TO EDUCATE WOMEN AT VARIOUS STAGES OF THEIR CAREERS. THE 2022 CONFERENCE WAS IN PERSON FOR THE FIRST TIME SINCE COVID. A WIDE RANGE OF EDUCATIONAL PROGRAMMING ADDRESSED THE DIVERSE WAYS WOMEN CAN DEVELOP AND APPLY LEADERSHIP SKILLS IN BOTH PROFESSIONAL AND CIVIC SERVICE. THERE WERE SEVERAL DIFFERENT CAREER TRACKS. ATTENDEES COME AWAY WITH A STRONG SENSE OF THE URGENT NEED TO APPLY THOUGHT AND CREATIVITY TO INCREASE THE NUMBER OF WOMEN IN LEADERSHIP POSITIONS, AS WELL AS PRACTICAL SKILLS TO HELP ACHIEVE THAT GOAL. WELD CONDUCTED ITS TWELFTH ANNUAL FULL-DAY LEADERSHIP CONFERENCE WHICH FEATURED OVER 40 EXPERT PRESENTERS ON A VARIETY OF LEADERSHIP TOPICS, INCLUDING BOTH AN OPENING AND LUNCH SESSION KEYNOTE SPEAKER. WELD HAD 300 REGISTRATIONS, INCLUDING 38 SCHOLARSHIP RECIPIENTS. THESE WOMEN ARE STRIVING FOR ECONOMIC INDEPENDENCE AND ARE REINVENTING THEIR LIVES AFTER SUFFERING EXTREME SETBACKS. THEY WERE ABLE TO LEARN NEW SKILL SETS IN A SAFE AND SUPPORTIVE ENVIRONMENT AND BUILD NEW COMMUNITY CONNECTIONS. THE CONFERENCE ALSO INCLUDED A CORPORATE BOARD TRACK. WOMEN WELDING THE WAY CALENDAR(R) RECEPTION: THE WELD COLUMBUS CHAPTER LAUNCHED ITS 19TH ANNUAL WOMEN WELDING THE WAY (R) CALENDAR. THESE CALENDARS SHOWCASE THE ACHIEVEMENTS OF 12 WOMEN WHO ARE NOMINATED BY THE COMMUNITY AND SELECTED BY KEY BUSINESS AND COMMUNITY LEADERS. THE CALENDAR HONOREES ARE A DIVERSE MIX OF WOMEN WHO ARE LEADERS IN THEIR COMPANIES AND INDUSTRIES, HAVE POSITIVELY IMPACTED THEIR COMMUNITIES AND HAVE INSPIRED WOMEN TO STRIVE FOR THEIR CAREER ASPIRATIONS WHILE REACHING BACK FOR OTHERS. A PRINTED CALENDAR IS CREATED FOR EACH OF THESE CHAPTERS THAT SHOWCASES THE TALENT AND CONTRIBUTIONS OF THESE WOMEN. THIS EVENT WAS HELD IN PERSON AT THE OHIO STATEHOUSE. THE TOTAL NUMBER OF REGISTRATIONS FOR THE EVENT WERE ALMOST 300. 331284 67695 PROGRAMMING: WELD HOLDS EDUCATIONAL PROGRAMS TO TEACH SKILLS USEFUL FOR LEADERS AT VARIOUS STAGES IN THEIR CAREERS. TYPICALLY, THESE ARE A BLEND OF IN-PERSON AND VIRTUAL EVENTS. MANY CHAPTERS HAVE RETURNED TO IN PERSON EVENTS FOR THE FIRST TIME SINCE COVID-19. THESE EVENTS INCLUDE THE EMERGING PROFESSIONAL SERIES PROGRAMS TARGETED TO THOSE JUST STARTING OUT IN THEIR CAREERS, THE LEADERSHIP SERIES PROGRAMS TARGETED TO MID-CAREER PROFESSIONALS COVERING A WIDE RANGE OF TOPICS AND AN EXECUTIVE WOMEN'S SERIES FOR SENIOR LEADERS AND C-SUITE EXECUTIVES. WELD CONTINUED TO OFFER SEVERAL PROGRAMS WITH SHRM, CPE AND OH AND WV CLE. WELD LAUNCHED A FULL YEAR OF BOARD PROGRAMS/C-SUITE SERIES DESIGNED TO HELP WOMEN OBTAIN THEIR FIRST SEAT ON A NONPROFIT BOARD. THE TOPICS FOCUSED ON PUBLIC COMPANY FINANCIALS, NONPROFIT FINANCIALS, PREPARING FOR THE BOARD INTERVIEW AND OTHER BOARD PREPARATION TOPICS. WELD CONDUCTED SEVERAL NEW MEMBER PROGRAMS ACROSS ITS CHAPTER BASE AND ALSO HOSTED ITS ANNUAL AFFINITY GROUPS BEST PRACTICES SESSION FOR ITS CORPORATE MEMBERS. WELD ALSO CONDUCTED TWO COHORT-BASED LEADERSHIP PROGRAMS IN THEIR SECOND YEAR OF EXISTENCE. THE WELD PATHWAY TO MANAGEMENT PROGRAM IS DESIGNED TO PREPARE WOMEN FOR THEIR FIRST PROMOTION INTO A MANAGEMENT ROLE. THE WELD PATHWAY TO EXECUTIVE LEADERSHIP PROGRAM IS DESIGNED TO HELP WOMEN STUCK IN MIDDLE MANAGEMENT LEARN WHAT IT TAKES TO BE CONSIDERED FOR EXECUTIVE ROLES. WELD ALSO LAUNCHED THE INAUGURAL WELD PATHWAY TO MANAGEMENT PROGRAM FOR WOMEN OF COLOR THIS YEAR ATTRACTING MAJOR SPONSORS AND DELIVERING EXCELLENT ADVANCEMENT OPPORTUNITIES FOR PARTICIPANTS. WELD ALSO LAUNCHED A PROGRAM FOCUSED ON INCREASING AFRICAN AMERICAN REPRESENTATION IN THE C-SUITES OF PUBLIC COMPANIES IN OHIO, THE AFRICAN AMERICAN DIRECTORS FORUM, FOUNDED IN PITTSBURGH. IN ALL, WELD HAD NEARLY 4,800 WOMEN AND MEN ATTEND OUR LEADERSHIP AND MEMBER PROGRAMS AND SIGNATURE EVENTS. OVER TWO HUNDRED WOMEN AND MEN SERVED AS PROGRAM SPEAKERS. 623507 true true false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 12 0 true 4 true false false false false false true true false false false false false false X 31 31 false false false false true true true true true false true true true true true true true true false false false X CHRISTY JOHNSON CPA 6143959164 PO BOX 451 PLAIN CITY OH 43064 BARBARA SMOOT PRESIDENT/CE 40.00 X 133118 0 6534 DEEPA KELLAR CHAPTER MANA 30.00 X 79563 0 1227 STEFANY WENDELN MEMBER COORD 30.00 X 2470 0 0 RITA MCNEIL DANISH BOARD CHAIR 2.00 X X 0 0 0 ANNETTE HAZAPIS BOARD CHAIR 2.00 X X 0 0 0 ANNA DAILEY BOARD SECRET 2.00 X X 0 0 0 MICHAEL KIENE BOARD TREASU 1.50 X X 0 0 0 BETH ALLOWAY BOARD MEMBER 0.50 X 0 0 0 ELLEN CAPPELLANTI BOARD MEMBER 0.50 X 0 0 0 IRINA CEAPARU BOARD MEMBER 0.50 X 0 0 0 JEFF CHESNUT BOARD MEMBER 0.50 X 0 0 0 APARNA DIAL BOARD MEMBER 0.50 X 0 0 0 LINDSAY FORD ELLIS BOARD MEMBER 0.50 X 0 0 0 MICHELLE FOSTER BOARD MEMBER 0.50 X 0 0 0 MAGGIE GILMORE BOARD MEMBER 0.50 X 0 0 0 SUSAN HARTY BOARD MEMBER 0.50 X 0 0 0 JEFFREY JOHNSON BOARD MEMBER 0.50 X 0 0 0 LYNDA KLINE BOARD MEMBER 0.50 X 0 0 0 ANDREA MAGANA LEWIS BOARD MEMBER 0.50 X 0 0 0 PURBA MAJUMDER BOARD MEMBER 0.50 X 0 0 0 DONNA MARBURY BOARD MEMBER 0.50 X 0 0 0 JEFF MILGROM BOARD MEMBER 0.50 X 0 0 0 LILLIAN MORALES-LASTER BOARD MEMBER 0.50 X 0 0 0 TIA MORETTI BOARD MEMBER 0.50 X 0 0 0 SARAH MUELLER BOARD MEMBER 0.50 X 0 0 0 CATHY NORTON BOARD MEMBER 0.50 X 0 0 0 COLLEEN PHILABAUM BOARD MEMBER 0.50 X 0 0 0 OANA POLANCO BOARD MEMBER 0.50 X 0 0 0 DANA SADIQ BOARD MEMBER 0.50 X 0 0 0 MARY SHEEHAN BOARD MEMBER 0.50 X 0 0 0 LISA SHUNESON BOARD MEMBER 0.50 X 0 0 0 CYNTHIA TURNER BOARD MEMBER 0.50 X 0 0 0 SAPNA WELSH BOARD MEMBER 0.50 X 0 0 0 NETTA WHITMAN BOARD MEMBER 0.50 X 0 0 0 215151 7761 1 false false false 227860 354210 582070 PROGRAMMING 611430 127409 127409 127409 1499 1499 710978 128908 215151 206545 8606 3430 3293 137 10399 9983 416 21302 20450 852 17205 16517 688 1175 1175 27594 27594 40272 40272 16931 16254 677 10814 10381 433 310 298 12 5862 5627 235 PROGRAMMING EXPENSES 282269 282269 BANK FEES 11112 10668 444 MISCELLANEOUS 990 950 40 664816 623507 41309 0 338800 359744 98751 98762 74525 112399 6180 4941 1239 14767 6139 526843 578283 8849 10991 144258 144395 153107 155386 X 373736 422897 373736 422897 526843 578283 46162 2999 X false false X 202429 184750 81281 188348 582070 1238878 354105 399681 296973 488886 127409 1667054 556534 584431 378254 677234 709479 2905932 10000 10000 10000 10000 2895932 1948 4422 2743 1085 1499 11697 1948 4422 2743 1085 1499 11697 558482 588853 380997 678319 710978 2917629 0.99260 0.99560 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6180 4941 1239 1239 FORM 990, PAGE 2, PART III, LINE 4B EVENTS: KEYNOTE: WELD HELD TWO KEYNOTES IN 2022. FOR THE FIRST TIME POST-COVID, THE WELD COLUMBUS CHAPTER HAD ITS KEYNOTE EVENT IN PERSON. THE EVENT FEATURED GRACE VANDECRUZ, MANAGING DIRECTOR, GRACE GLOBAL CAPITAL LLC. IT FOCUSED ON THE TOPIC "EMERGING STRONG THROUGH MOUNTAINS OF CHANGE." THE PITTSBURGH CHAPTER ALSO HELD AN IN PERSON KEYNOTE EVENT FEATURING LEANNE MEYER, AUTHOR, ON THE TOPIC OF "CLIMBING THE SPIRAL STAIRCASE." LEADERSHIP: WELD HOSTS AN ANNUAL WOMEN'S LEADERSHIP CONFERENCE EACH SUMMER TO EDUCATE WOMEN AT VARIOUS STAGES OF THEIR CAREERS. THE 2022 CONFERENCE WAS IN PERSON FOR THE FIRST TIME SINCE COVID. A WIDE RANGE OF EDUCATIONAL PROGRAMMING ADDRESSED THE DIVERSE WAYS WOMEN CAN DEVELOP AND APPLY LEADERSHIP SKILLS IN BOTH PROFESSIONAL AND CIVIC SERVICE. THERE WERE SEVERAL DIFFERENT CAREER TRACKS. ATTENDEES COME AWAY WITH A STRONG SENSE OF THE URGENT NEED TO APPLY THOUGHT AND CREATIVITY TO INCREASE THE NUMBER OF WOMEN IN LEADERSHIP POSITIONS, AS WELL AS PRACTICAL SKILLS TO HELP ACHIEVE THAT GOAL. WELD CONDUCTED ITS TWELFTH ANNUAL FULL-DAY LEADERSHIP CONFERENCE WHICH FEATURED OVER 40 EXPERT PRESENTERS ON A VARIETY OF LEADERSHIP TOPICS, INCLUDING BOTH AN OPENING AND LUNCH SESSION KEYNOTE SPEAKER. WELD HAD 300 REGISTRATIONS, INCLUDING 38 SCHOLARSHIP RECIPIENTS. THESE WOMEN ARE STRIVING FOR ECONOMIC INDEPENDENCE AND ARE REINVENTING THEIR LIVES AFTER SUFFERING EXTREME SETBACKS. THEY WERE ABLE TO LEARN NEW SKILL SETS IN A SAFE AND SUPPORTIVE ENVIRONMENT AND BUILD NEW COMMUNITY CONNECTIONS. THE CONFERENCE ALSO INCLUDED A CORPORATE BOARD TRACK. WOMEN WELDING THE WAY CALENDAR(R) RECEPTION: THE WELD COLUMBUS CHAPTER LAUNCHED ITS 19TH ANNUAL WOMEN WELDING THE WAY (R) CALENDAR. THESE CALENDARS SHOWCASE THE ACHIEVEMENTS OF 12 WOMEN WHO ARE NOMINATED BY THE COMMUNITY AND SELECTED BY KEY BUSINESS AND COMMUNITY LEADERS. THE CALENDAR HONOREES ARE A DIVERSE MIX OF WOMEN WHO ARE LEADERS IN THEIR COMPANIES AND INDUSTRIES, HAVE POSITIVELY IMPACTED THEIR COMMUNITIES AND HAVE INSPIRED WOMEN TO STRIVE FOR THEIR CAREER ASPIRATIONS WHILE REACHING BACK FOR OTHERS. A PRINTED CALENDAR IS CREATED FOR EACH OF THESE CHAPTERS THAT SHOWCASES THE TALENT AND CONTRIBUTIONS OF THESE WOMEN. THIS EVENT WAS HELD IN PERSON AT THE OHIO STATEHOUSE. THE TOTAL NUMBER OF REGISTRATIONS FOR THE EVENT WERE ALMOST 300. FORM 990, PAGE 2, PART III, LINE 4C PROGRAMMING: WELD HOLDS EDUCATIONAL PROGRAMS TO TEACH SKILLS USEFUL FOR LEADERS AT VARIOUS STAGES IN THEIR CAREERS. TYPICALLY, THESE ARE A BLEND OF IN-PERSON AND VIRTUAL EVENTS. MANY CHAPTERS HAVE RETURNED TO IN PERSON EVENTS FOR THE FIRST TIME SINCE COVID-19. THESE EVENTS INCLUDE THE EMERGING PROFESSIONAL SERIES PROGRAMS TARGETED TO THOSE JUST STARTING OUT IN THEIR CAREERS, THE LEADERSHIP SERIES PROGRAMS TARGETED TO MID-CAREER PROFESSIONALS COVERING A WIDE RANGE OF TOPICS AND AN EXECUTIVE WOMEN'S SERIES FOR SENIOR LEADERS AND C-SUITE EXECUTIVES. WELD CONTINUED TO OFFER SEVERAL PROGRAMS WITH SHRM, CPE AND OH AND WV CLE. WELD LAUNCHED A FULL YEAR OF BOARD PROGRAMS/C-SUITE SERIES DESIGNED TO HELP WOMEN OBTAIN THEIR FIRST SEAT ON A NONPROFIT BOARD. THE TOPICS FOCUSED ON PUBLIC COMPANY FINANCIALS, NONPROFIT FINANCIALS, PREPARING FOR THE BOARD INTERVIEW AND OTHER BOARD PREPARATION TOPICS. WELD CONDUCTED SEVERAL NEW MEMBER PROGRAMS ACROSS ITS CHAPTER BASE AND ALSO HOSTED ITS ANNUAL AFFINITY GROUPS BEST PRACTICES SESSION FOR ITS CORPORATE MEMBERS. WELD ALSO CONDUCTED TWO COHORT-BASED LEADERSHIP PROGRAMS IN THEIR SECOND YEAR OF EXISTENCE. THE WELD PATHWAY TO MANAGEMENT PROGRAM IS DESIGNED TO PREPARE WOMEN FOR THEIR FIRST PROMOTION INTO A MANAGEMENT ROLE. THE WELD PATHWAY TO EXECUTIVE LEADERSHIP PROGRAM IS DESIGNED TO HELP WOMEN STUCK IN MIDDLE MANAGEMENT LEARN WHAT IT TAKES TO BE CONSIDERED FOR EXECUTIVE ROLES. WELD ALSO LAUNCHED THE INAUGURAL WELD PATHWAY TO MANAGEMENT PROGRAM FOR WOMEN OF COLOR THIS YEAR ATTRACTING MAJOR SPONSORS AND DELIVERING EXCELLENT ADVANCEMENT OPPORTUNITIES FOR PARTICIPANTS. WELD ALSO LAUNCHED A PROGRAM FOCUSED ON INCREASING AFRICAN AMERICAN REPRESENTATION IN THE C-SUITES OF PUBLIC COMPANIES IN OHIO, THE AFRICAN AMERICAN DIRECTORS FORUM, FOUNDED IN PITTSBURGH. IN ALL, WELD HAD NEARLY 4,800 WOMEN AND MEN ATTEND OUR LEADERSHIP AND MEMBER PROGRAMS AND SIGNATURE EVENTS. OVER TWO HUNDRED WOMEN AND MEN SERVED AS PROGRAM SPEAKERS. FORM 990, PAGE 6, PART VI, LINE 6 THE MEMBERS OF WELD SHALL CONSIST OF PERSONS THAT (A) SUBSCRIBE TO AND SUPPORT THE PURPOSES OF WELD AS DESCRIBED HEREIN, (B) APPLY FOR AND ARE APPROVED FOR MEMBERSHIP, (C) PAY ANNUAL DUES TO WELD IN SUCH AMOUNTS, IF ANY, AS THE BOARD DETERMINES, AND (D) ACCEPT AND ABIDE BY THE ARTICLES OF INCORPORATION, CODE OF REGULATIONS, AND ANY TERMS AND CONDITIONS AS THE BOARD MAY ESTABLISH FROM TIME TO TIME. FORM 990, PAGE 6, PART VI, LINE 7A DIRECTORS SHALL BE ELECTED AT THE ANNUAL MEETING OF MEMBERS, OR IF NOT THEN ELECTED, OR IF SUCH MEETING BE NOT HELD AT THE TIME FIXED THEREFORE, THEN A SPECIAL MEETING OF WELD'S MEMBERS HELD FOR THE PURPOSE OF ELECTING DIRECTORS. THE BOARD SHALL APPROVE THE SLATE, AND THE SLATE SHALL BE DELIVERED TO THE MEMBERS ALONG WITH THE WRITTEN NOTICE OF THE MEETING. AT THE MEETING, THE SLATE SHALL BE APPROVED, AND THE NOMINEES COMPOSING THE SLATE ELECTED, UPON THE MAJORITY VOTE OF THE MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7B SUBJECT TO THE TERMS, CONDITIONS AND LIMITATIONS CONTAINED IN THE ARTICLES OF INCORPORATION AND IN THE CODE OF REGULATIONS, ALL VOTING MEMBERS WILL BE ENTITLED TO THE RIGHTS AND PRIVILEGES DESIGNATED BY THE BOARD FROM TIME TO TIME AS ASSOCIATED WITH THEIR LEVEL OF MEMBERSHIP. FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE BOARD TREASURER AND FINANCE COMMITTEE. UPON THEIR REVIEW THE FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 12C WELD'S GOVERNING BODY ANNUALLY SIGNS THE CONFLICT OF INTEREST POLICY DURING THE JANUARY ONBOARDING MEETING. THROUGHOUT THE YEAR, THE GOVERNING BODY IS REQUESTED TO NOTIFY THE BOARD IF THERE ARE ANY ACTIONS BY BOARD, OFFICERS OR MEMBERS THAT DO NOT COMPLY WITH THE CONFLICT OF INTEREST. IF A CONFLICT OF INTEREST ARISES, THE MATTER IS DEALT WITH IMMEDIATELY AND APPROPRIATE ACTION IS TAKEN BY THE GOVERNING BODY. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. IN ADDITION, THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR PUBLIC VIEWING.