2024-11-12T10:47:12-06:00 2023-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2023-01-01 571174548 100 WOMEN IN FINANCE FOUNDATION 100W 6095298032 888C 8TH AVENUE 453 NEW YORK NY 10019 MICHELLE MORRIS SECRETARY 2125880350 2024-11-08 1 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2023 2024-10-15 13:58:12Z SARAH DYER 888C 8TH AVENUE 453 NEW YORK NY 10019 1851874 0 X WWW.100WOMEN.ORG X 2003 NY SEE SCHEDULE O. 16 16 1 600 0 0 1770790 1287486 434595 2500 553 45993 192498 213194 2398436 1549173 485705 205000 0 0 491820 434687 0 0 245445 1432771 1388586 2410296 2028273 -11860 -479100 2751624 2393986 50060 143757 2701564 2250229 X SEE SCHEDLE O. 0 0 1103715 205000 2500 SEE SCHEDULE O. 2647 SEE SCHEDULE O 24000 SEE SCHEDULE O 1130362 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 1 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 17 0 1 1 1 0 1 HK 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CT IL MA MN NJ NY PA FL X JOAN WERNER GLOBAL DIRECTOR OF FINANCE 6095298032 888C 8TH AVENUE 453 NEW YORK NY 10019 CAROLE CRAWFORD CHAIR 5.00 5.00 X X 0 0 0 BARBARA NOVICK VICE CHAIR 3.00 3.00 X X 0 0 0 SARAH DYER DANA SECRETARY 3.00 3.00 X X 0 0 0 MICHELLE MORRIS TREASURER 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 3.00 1.00 X 0 0 0 ULRIKE HOFFMANN-BURCHARDI DIRECTOR 1.00 1.00 X 0 0 0 AMY FLIKERSKI DIRECTOR 1.00 1.00 X 0 0 0 WAYNE LEE 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 SHERRI ROSSOFF DIRECTOR 1.00 1.00 X 0 0 0 AMANDO SENRA DIRECTOR 1.00 1.00 X 0 0 0 HEATHER WYCKOFF DIRECTOR 1.00 1.00 X 0 0 0 AMANDA PULLINGER FORMER CEO 8.00 32.00 X 0 466782 16596 NICOLE WILEY COO/CDO 8.00 32.00 X 0 190606 16739 MICHELLE BUSHE CFO 8.00 32.00 X 0 29951 6079 CHAITALI PATEL CHIEF IMPACT OFFICER 40.00 X 135187 0 5032 ALEXIS BELLADONNA GLOBAL DIRECTOR OF MEMBERSHIP 8.00 32.00 X 0 111395 17669 JOAN WERNER FINANCE DIRECTOR 8.00 32.00 X 0 114583 16619 135187 913317 78734 1 0 1 0 0 853380 434106 1287486 PROGRAM REVENUE 900099 2500 2500 2500 45993 45993 508662 853380 302701 205961 205961 CARES ACT - ERTC 900099 7233 7233 7233 1549173 2500 0 259187 X 190000 190000 15000 15000 135187 51371 39204 44612 288419 109599 83641 95179 5000 1900 1450 1650 186 71 54 61 5895 2240 1710 1945 11463 11463 37613 37613 727042 598752 30545 97745 35848 35848 131257 131257 15366 15366 290789 290789 8470 8470 904 904 PRGM DEVELOPMENT EVENTS 125581 125581 GALA OTHER EXPENSES 4253 4253 2028273 1130362 652466 245445 2382334 2260750 162330 87633 15367 107103 94278 37872 14281 12224 23591 2751624 2393986 40060 62900 10000 0 80857 50060 143757 X 2665909 2239310 35655 10919 2701564 2250229 2751624 2393986 X -479100 24680 3085 X 0 1 X 1 0 X 1910868 1419193 2671819 1770790 1287486 9060156 1910868 1419193 2671819 1770790 1287486 9060156 1202801 7857355 4387 3358 -4831 553 45993 49460 7233 7233 9116849 102824 0.86180 0.87420 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CARES ACT - ERTC - 2023 AMOUNT: $ 7,233. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37872 14281 23591 23591 INTERCOMPANY PAYABLE 80857 80857 0 EAST ASIA AND THE PACIFIC 1 0 FUNDRAISING INDEPENDENT CONTRACTORS 30675 NORTH AMERICA 0 0 GRANT MAKING PROGRAM SERVICES 15000 1 0 0 0 1 0 45675 0 45675 NORTH AMERICA EDUCATE STUDENTS ABOUT CAREERS IN FINANCE 15000 WIRE 0 1 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION'S CHIEF IMPACT OFFICER LIASES, COLLABORATES AND MONITORS THE GRANT RECIPIENTS' USES OF 100WF GRANTS. NY GALA 2023 920322 853380 66942 184020 88006 HONG KONG GALA 2023 441720 441720 30675 1362042 853380 508662 184020 118681 302701 205961 1 COUNCIL FOR ECONOMIC EDUCATION 122 EAST 42ND STREET SUITE 1012 NY NY 10168 131623848 501(C)(3) 25000 0 SUPPORT ORGANIZATIONS WORKING TO EMPOWER WOMEN EDUCATE GIRLS GLOBALLY INC 5178 MOWRY AVE STE 144 FREEMONT CA 94538 943350821 501(C)(3) 15000 0 SUPPORT ORGANIZATIONS WORKING TO EMPOWER WOMEN GIRLS WHO INVEST INC 28 LIBERTY STREET 6TH FLOOR NY NY 10005 473894644 501(C)(3) 40000 0 SUPPORT ORGANIZATIONS WORKING TO EMPOWER WOMEN ROCK THE STREET WALL STREET 3523 TRIMBLE ROAD NASHVILLE TN 37215 364746332 501(C)(3) 25000 0 SUPPORT ORGANIZATIONS WORKING TO EMPOWER WOMEN STEM FOR HER FOUNDATION 200 LITTLE FALLS DR SUITE 205 FALLS CHURCH VA 22046 900136831 501(C)(3) 20000 0 SUPPORT ORGANIZATIONS WORKING TO EMPOWER WOMEN THE JOYCE IVY FOUNDATION PO BOX 2396 ANN ARBOR MI 48106 204008024 501(C)(3) 20000 0 SUPPORT ORGANIZATIONS WORKING TO EMPOWER WOMEN THE SADIE COLLECTIVE 6890 MAPLE ST APT 4 WASHINGTON DC 20009 841851485 501(C)(3) 10000 0 SUPPORT ORGANIZATIONS WORKING TO EMPOWER WOMEN UNIVERSITY IMPACT 3305 N UNIVERSITY AVE SUITE 275 PROVO UT 84604 821504018 501(C)(3) 15000 0 SUPPORT ORGANIZATIONS WORKING TO EMPOWER WOMEN WALL STREET BOUND 316 W 93RD STREET 9F NY NY 10025 841973939 501(C)(3) 15000 0 SUPPORT ORGANIZATIONS WORKING TO EMPOWER WOMEN 9 PART I, LINE 2: WE CONDUCT EXTENSIVE FINANCIAL AND OPERATIONAL DUE DILIGENCE BEFORE SELECTING A BENEFICIARY. WE FOLLOW UP 9 MONTHS AFTER MAKING THE GRANT WITH DUE DILIGENCE ON THE USE OF FUNDS. X 1 1 X X X 1 0 0 0 0 0 0 0 0 AMANDA PULLINGER FORMER CEO 0 386782 0 80000 0 0 0 5000 0 11596 0 483378 0 0 NICOLE WILEY COO/CDO 0 190606 0 0 0 0 0 5000 0 11739 0 207345 0 0 PART I, LINE 4A AMANDA PULLINGER, FMR CEO RECEIVED $60,500.01 IN SEVERANCE DURING 2023. PART I - LINE 1 100 WOMEN IN FINANCE FOUNDATION (THE "FOUNDATION") STRENGTHENS THE GLOBAL FINANCE INDUSTRY BY EMPOWERING WOMEN TO ACHIEVE THEIR PROFESSIONAL POTENTIAL AT EACH CAREER STAGE. OUR WORK INSPIRES, EQUIPS AND ADVOCATES FOR A NEW GENERATION OF INDUSTRY LEADERSHIP IN WHICH WOMEN AND MEN SERVE AS INVESTMENT PROFESSIONALS AND EXECUTIVES EQUAL IN ACHIEVEMENT AND IMPACT. PART III - LINE 1 100WF FOUNDATION RAISES FUNDS FOR 100WF'S IMPACT WORK, WHICH AIMS FOR GREATER REPRESENTATION OF WOMEN IN INVESTMENT AND EXECUTIVE ROLES BY FORGING PATHWAYS INTO THE FINANCE INDUSTRY FOR PRE-CAREER WOMEN FROM DIVERSE BACKGROUNDS. PRIOR TO 2019, THE FOUNDATION PROVIDED GRANTS TO CHARITABLE ORGANIZATIONS ENGAGED IN IMPROVING THE HEALTH, EDUCATION, AND/OR SOCIAL WELFARE OF WOMEN AND CHILDREN. DURING 2019 THE FOUNDATION FORMED THE 100 WOMEN IMPACT COLLECTIVE, A 100WF-DESIGNED INITIATIVE TO ACHIEVE ACCELERATED PROGRESS TOWARD THE ORGANIZATION'S VISION FOR 30X40, IN WHICH WOMEN WILL PERFORM 30% OF INVESTMENT AND EXECUTIVE TEAM ROLES IN THE FINANCE INDUSTRY BY 2040. THE 100 WOMEN IMPACT COLLECTIVE IS A SUCCESSOR EFFORT TO 100WF'S INVESTING IN THE NEXT GENERATION INITIATIVES, AND AFFORDS GREATER FOCUS AND FUNDING FOR PROGRAM PARTNERS THAT CREATE PATHWAYS INTO THE FINANCE INDUSTRY FOR PRE-CAREER FEMALE STUDENTS OF DIVERSE BACKGROUNDS, GLOBALLY. DURING 2022, THE FOUNDATION RENAMED THE 100 WOMEN IN FINANCE IMPACT COLLECTIVE, RETURNING TO THE "100 WOMEN IN FINANCE INVESTING IN THE NEXT GENERATION" NAME TO TAKE ADVANTAGE OF THE NAME RECOGNITION DEVELOPED DURING THE EARLIER USE OF THAT NAME THE FOUNDATION MARSHALS THE SIGNIFICANT MONETARY AND TALENT RESOURCES OF 100WF ASSOCIATION'S MEMBERS TO RAISE MONEY AND ENGAGE VOLUNTEERS TO SUPPORT THE FOUNDATION'S MISSION. PART III - LINE 4A INVESTING IN THE NEXT GENERATION. 100 WOMEN IN FINANCE'S INVESTING IN THE NEXT GENERATION INITIATIVE (ING) AIMS TO REACH, INSPIRE, AND SUPPORT YOUNG WOMEN AT HIGH SCHOOL, UNIVERSITY, AND BUSINESS SCHOOL LEVELS WHO WILL BECOME A TALENT PIPELINE FOR THE FUTURE LEADERSHIP OF THE INDUSTRY. THROUGH A NUMBER OF ONGOING INITIATIVES, WE ENCOURAGE PRE-CAREER WOMEN TO LOOK MORE FAVORABLY AT A CAREER IN FINANCE AND INVESTMENTS; CREATE EDUCATIONAL OPPORTUNITIES AND ACCESS POINTS TO SUPPORT YOUNG WOMEN WHO WANT TO JOIN THE INDUSTRY; AND FACILITATE AN ONGOING PEER NETWORK FOR YOUNG WOMEN IN THE INDUSTRY. 100 WOMEN IN FINANCE ALSO OFFERS FREE MEMBERSHIPS IN 100 WOMEN IN FINANCE TO STUDENTS AND PARTNERS WITH COLLEGES AND UNIVERSITIES TO ENCOURAGE THESE STUDENTS TO REGISTER AS 100 WOMEN IN FINANCE MEMBERS. FORM 990, PART III, LINE 4B JUMPSTART. THE 100 WOMEN IN FINANCE JUMPSTART PROGRAM PROVIDES COLLEGE-AGE STUDENTS WITH AN INTRODUCTION TO THE FINANCIAL SERVICES INDUSTRY AND THE OPPORTUNITY TO MEET EXPERIENCED FINANCIAL PROFESSIONALS. THROUGH A VIRTUAL EXPERIENCE, STUDENTS RECEIVE CAREER GUIDANCE, INTERVIEWING AND NETWORKING TIPS, AND OPPORTUNITIES TO INTERACT WITH PROFESSIONALS, RECRUITERS AND FELLOW STUDENTS FROM AROUND THE GLOBE. FORM 990, PART III, LINE 4C LAUNCH ME. THE 100 WOMEN IN FINANCE LAUNCHME PROGRAM IS A COMPREHENSIVE MENTORSHIP AND ADVOCACY INITIATIVE THAT HELPS CAREER READY STUDENTS TO RPOFESSIONALS AND INDUSTRY FIRMS. STUDENT PARTICIPANTS ARE MATCHED WITH INDUSTRY LEADERS FOR A YEAR-LONG STRUCTURED PROGRAM. IN ADDITION TO BEING A POSITIVE GUIDING FORCE MENTORS MAY ASSIST WITH PROFESSIONAL SPONSORSHIP, CAREER COACHING AND PLANNING, HIGH IMPACT SKILL RECOMMENDATIONS AND INDUSTRY INSIGHTS, INTRODUCTIONS AND EXPANSION OF PROFESSIONAL NETWORKS AND INTERNSHIP AND FULL-TIME OPPORTUNITY IDENTIFICATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO ALL FOUNDATION BOARD MEMBERS 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 15 15A. COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS CONDUCTS INDEPENDENT RESEARCH ON COMPARABLE ORGANIZATIONS TO ADVISE BOARD ON CEO COMPENSATION. COMPENSATION COMMITTEE ALSO ENGAGES OUTSIDE CONSULTANT TO ADIVSE PERIODICALLY. 15B. FINANCE COMMITTEE REVIEWS COMPENSATION ANNUALLY AS PART OF BUDGETING PROCESS. THE CEO REVIEWS AND APPROVES COMPENSATION FOR THE ORGANIZATION'S EMPLOYEES. 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 CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 598,752. MANAGEMENT AND GENERAL EXPENSES 30,545. FUNDRAISING EXPENSES 97,745. TOTAL EXPENSES 727,042. FORM 990, PART XI, LINE 9: FOREIGN EXCHANGE 3,085. 100 WF HONG KONG FOUNDATION LIMITED 31/F TOWER TWO TIMES SQUARE MATHESON ST CAUSEWAY BAY HK FUNDRAISING HK 444973 231953 THE FDN 100 WOMEN IN FINANCE SINGAPORE 9 STRAITS VIEW 06-07 MARINA ONE WE SINGAPORE SN FUNDRAISING AND EDUCATIONAL EVENTS SN 0 2313129 100 WOMEN IN FINANCE FOUNDATION 100 WOMEN IN FINANCE ASSOCIATION 888C 8TH AVE 453 NEW YORK NY 10019 571174550 ASSOCIATION NY 501(C)(6) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 100 WOMEN IN FINANCE ASSOCIATION INC O FMV