2025-11-14T17:56:05-06:00 2024-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2024-01-01 571174550 100 WOMEN IN FINANCE ASSOCIATION INC 100W 6095298032 888C 8TH AVENUE 453 NEW YORK NY 10019 REHANA FARRELL CEO 6095298032 2025-11-12 1 1 ALEXANDER LAZZARUOLO P01775353 2126617777 2024 2025-03-06 01:10:19Z REHANA FARRELL 888C 8TH AVENUE 453 NEW YORK NY 10019 1994996 0 X WWW.100WOMEN.ORG X 2003 NY SEE SCHEDULE O. 14 14 11 600 0 0 310459 33186 1680506 1666996 10226 5444 15130 67557 2016321 1773183 24333 16833 0 0 1189828 742146 0 0 0 1363539 1235911 2577700 1994890 -561379 -221707 765755 540026 875477 962636 -109722 -422610 X SEE SCHEDULE O. 0 0 BUILDING ON THE MOMENTUM OF LAST YEAR'S SUCCESS, THE SECOND ANNUAL IMPACT INVESTING SYMPOSIUM REFLECTED 100WF'S COMMITMENT TO FOSTERING PROFESSIONAL ENRICHMENT, NETWORKING OPPORTUNITIES, AND DEVELOPMENT. AS AN ORGANIZATION THAT ADVOCATES FOR FEMALE TALENT TO ASCEND TO ROLES THAT REFLECT THEIR CAPACITY TO SERVE AS EXECUTIVES AND INVESTORS, 100WF IMPACT INITIATIVES, SUCH AS THIS SYMPOSIUM, SERVE AS A VITAL CONDUIT BETWEEN THE INCREASING DEMAND FOR VALUES-ALIGNED INVESTMENTS AND THE WOMEN READY TO LEAD THIS EVOLUTION IN FINANCE.IN 2024, THE PROGRAM FEATURED KEYNOTE SPEAKERS, PANEL DISCUSSIONS, AND TABLE TOPICS, FOCUSED ON KEY INVESTING FOR IMPACT DEVELOPMENTS, BEST PRACTICES, ANALYTICS, IMPLEMENTATION AND MUCH MORE. THE UNIQUE PROGRAM FEATURE BRINGS THE SPEAKER FROM THE STAGE TO SMALL GROUP BREAKOUTS, ALLOWING ATTENDEES TO ENGAGE IN INTERACTIVE TOPICAL DISCUSSIONS WITH INDUSTRY EXPERTS. ATTENDEES HAD THE OPPORTUNITY TO PARTICIPATE IN MULTIPLE THIRTY-MINUTE TABLE TOPICS DISCUSSIONS AT THE SYMPOSIUM. THE CONFERENCE WAS ATTENDED BY OVER 180 DELEGATES. GLOBAL FUNDWOMEN WEEK ("GFWW") 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 2024, WE HOSTED OUT TEN-YEAR ANNIVERSARY EVENT AT THE NYSE. THE EVENT SAW JUST OVER 180 DELEGATES FOR A HALF DAY PROGRAMME PROVIDING AN OVERVIEW OF THE PROGRAMMING SINCE 2014 AND AN OUTLINE OF PLANS FOR THE NEXT DECADE OF IMPACT. THE PAST DECADE INCLUDED 600 FEMALE FUND MANAGERS, 800 INSTITUTIONAL ALLOCATORS, 5,000 NETWORKING MEETINGS, 800 ATTENDEES, 23+ TRILLION DISCLOSED ALLOCATION CAPITAL, 450 VIRTUAL SPOTLIGHTS, 600 SPEAKERS, 300 VOLUNTEERS, AND 27+ COUNTRIES. WE EXPECT GFWW 2025 TO BE ATTENDED BY 300 DELEGATES, OVER 60 FUND MANAGERS, OVER 120 ALLOCATORS WITH OVER 500 1:1 MEETINGS, 18 ROUNDTABLES, 30 SPEAKERS, 25 SPONSORS, MEDIA AND PARTNER ORGANISATIONS AND OVER 50 VOLUNTEERS INVOLVED. 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, ALTERNATIVE INVESTMENTS, 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 192 EDUCATION EVENTS (INCLUDING VIRTUAL EVENTS) IN 2024, WITH OVER 8,000 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. EARLY CAREER 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. SENIOR PRACTITIONERS ARE FINANCE PROFESSIONALS WITH 20+ YEARS OF EXPERIENCE. 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 OFTEN HOSTED BY CORPORATE SPONSORS WHO PROVIDE THE EVENT LOCATION. WE HOSTED 156 PEER ENGAGEMENT EVENTS (INCLUDING VIRTUAL EVENTS) IN 2024, WITH AROUND 4,000 ATTENDEES. 100WF SUPPORTS THE PRODUCTION OF THESE EVENTS THROUGH THE STAFF AND SUPPORT OF VOLUNTEERS AND THE PROGRAMMING AND HOSTING OF OUR PROPRIETARY EVENT PLATFORM. 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 11 0 1 11 1 0 1 UK CJ 0 0 0 0 0 0 0 0 X 14 14 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X JOAN WERNER 6095298032 888-C 8TH AVENUE 453 NEW YORK NY 10019 X CAROLE CRAWFORD CHAIR 5.00 5.00 X X 0 0 0 SARAH DYER DANA VICE-CHAIR 5.00 5.00 X X 0 0 0 HEATHER WYCKOFF SECRETARY 1.00 1.00 X X 0 0 0 LISA PETRELLI TREASURER 5.00 5.00 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 TO 1/2024 1.00 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 MICHELLE MORRIS DIRECTOR 1.00 1.00 X 0 0 0 ARCHANA PAREKH DIRECTOR 1.00 1.00 X 0 0 0 ULRIKA ROBERTSSON DIRECTOR 5.00 5.00 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 KELLAN BROWN COO/CDO FROM 11/2024 32.00 8.00 X 37500 0 6216 MICHELLE BUSHE CFO TO 8/2024 32.00 8.00 X 163205 0 13679 DEBORAH MCLEAN INTERIM EXECUTIVE DIRECTOR 32.00 8.00 X 189600 0 0 ALEXIS BELLADONNA GLOBAL DIRECTOR OF MEMBERSHIP 32.00 8.00 X 111395 0 18789 MICHELE GULITTI GLOBAL DIRECTOR OF MARKETING/COMM 32.00 8.00 X 103000 0 8788 JOAN WERNER FINANCE DIRECTOR 32.00 8.00 X 125000 0 18695 729700 0 66167 4 0 1 0 MISS SA FINLEY TRADING AS GAIA TIDDLYWI BREADCROFT LANE BERKSHIRE UK SL6 3QF PROGRAM MANAGEMENT 143575 SZA CONSULTING LTD 2 COOMBE GARDENS LONDON UK SW20 0QU EVENT & PROGRAM MGMT 141404 2 1834 31352 33186 ACCESS FEES 900099 1486788 1486788 PROGRAM REVENUE 900099 180208 180208 1666996 1182 1182 26755 22493 4262 4262 4262 266877 1834 199320 67557 67557 1773183 1666996 0 73001 X 16833 220600 410426 17540 43152 50428 619 27874 831571 125150 101424 21281 5036 6978 PRGM DEVELOPMENT EVENTS 115978 1994890 319139 495834 251634 32291 90000 105000 80857 -187282 11022 86114 6010 6010 1003 0 12100 8069 765755 540026 61167 98844 814310 863792 875477 962636 X -119722 -438968 10000 16358 -109722 -422610 765755 540026 X -221707 -3 -90226 -952 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6010 6010 0 0 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 3 MANAGEMENT 12131 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 FUNDRAISING 126621 CENTRAL AMERICA AND THE CARIBBEAN 0 0 MANAGEMENT 761 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS (SCHOLARSHIPS) 16833 CENTRAL AMERICA AND THE CARIBBEAN 0 0 FUNDRAISING 72699 0 3 0 0 0 3 229045 0 229045 SCHOLARSHIPS CENTRAL AMERICA AND THE CARIBBEAN 2 16833 WIRE TRANSFER TO COLLEGE 0 0 0 0 0 0 PART I, LINE 2: IN THE ABSENCE OF AN ACTIVE CEO OR EQUIVALENT DURING 2024, THE INTERIM EXECUTIVE DIRECTOR MONITORED THE USES OF 100WF GRANTS WITH OVERSIGHT FROM THE BOARD OF DIRECTORS. LONDON GALA 136417 1834 134583 78553 2029 46039 CAYMAN GALA 132294 132294 41768 30931 268711 1834 266877 120321 2029 76970 199320 67557 1 X X X 1 0 0 DEBORAH MCLEAN INTERIM EXECUTIVE DIRECTOR 189600 0 0 0 0 0 0 0 0 0 189600 0 0 0 MICHELLE BUSHE CFO TO 8/2024 126667 0 0 0 36538 0 5000 0 8679 0 176884 0 0 0 PART I, LINE 4A MICHELLE BUSHE, FORMER CFO, RECEIVED $36,538.46 IN SEVERANCE PAY DURING 2024. 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 A, LINE 3 DURING 2024, THE MANAGEMENT FUNCTIONS OF THE ORGANIZATION WERE DELEGATED TO AN INDEPENDENT CONTRACTOR, DEBORAH MCLEAN, SERVING AS INTERIM EXECUTIVE DIRECTOR. 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 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE INTERIM EXECUTIVE AND COO/CDO INCLUDED THE REFERENCED COMP STUDY, AND THE FINANCE COMMITTEE REVIEWED AND APPROVED THEIR COMP THROUGH THE BUDGETING PROCESS. 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. PART VII THE ORGANIZATION DID NOT HAVE AN ACTIVE CEO OR EQUIVALENT DURING 2024. THE BOARD OF DIRECTORS COLLECTIVELY MANAGED THE ORGANIZATION'S OPERATIONS AND OVERSAW ALL EXECUTIVE FUNCTIONS. AN INDEPENDENT CONTRACTOR WAS HIRED AS AN INTERIM EXECUTIVE DIRECTOR. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES 812,132. PAYROLL PROCESSING 19,439. FORM 990, PART XI, LINE 9: FOREIGN EXCHANGE GAIN (LOSS) -952. 100 WOMEN IN FINANCE LIMITED 8 SHEPHERD MARKET MAYFAIR LONDON UK W1J 7JY FUNDRAISING UK 136418 166235 100 WOMEN IN FINANCE ASSOCIATION 100 WOMEN IN FINANCE CAYMAN MAPLES CORPORATE SERVICES LIMITED P UGLAND HOUSE GRAND CAYMAN CJ KY1-1104 FUNDRAISING & SCHOLARSHIPS CJ 151782 207935 100 WOMEN IN FINANCE ASSOCIATION 100 WOMEN IN FINANCE FOUNDATION 888C 8TH AVENUE 453 NEW YORK NY 10019 571174548 FUNDRAISING & EDUCATIONAL PROGRAMS NY 501(C)(3) LINE 7 100 WOMEN IN FINANCE ASSOCIATION 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 1 1 1 100 WOMEN IN FINANCE FOUNDATION P 187282 FMV