2025-06-13T18:16:03-05:00 2024-09-30 112318995 FARKOUH FURMAN & FACCIO LLP 460 PARK AVENUE NEW YORK NY 10022 990 2023-10-01 473894644 GIRLS WHO INVEST INC GIRL 2124395677 28 LIBERTY ST FL6 NEW YORK NY 10005 KATHERINE JOLLON COLSHER CEO 2124395677 2025-05-21 1 0 RICHARD J OREMUS P00730038 2122455900 2023 2025-03-06 01:10:19Z KATHERINE JOLLON COLSHER 28 LIBERTY ST FL6 NEW YORK NY 10005 10375585 0 X HTTP://WWW.GIRLSWHOINVEST.ORG X 2015 NY SEE SCHEDULE O 15 14 22 0 0 0 13204977 9897242 0 0 315275 478343 0 0 13520252 10375585 0 0 0 0 3519906 4130175 0 0 424610 4471407 4988993 7991313 9119168 5528939 1256417 22797882 25945581 714084 2553498 22083798 23392083 X GIRLS WHO INVEST IS DEDICATED TO TRANSFORMING THE INVESTMENT MANAGEMENT INDUSTRY BY ATTRACTING AND ADVANCING INVESTORS, CHANGE-MAKERS, AND LEADERS. 0 0 4475294 SUMMER INTENSIVE PROGRAM (SIP): OUR 4-WEEK ACADEMIC TRAINING AT THE WHARTON SCHOOL OF UNIVERSITY OF PENNSYLVANIA, LED BY TOP UNIVERSITY PROFESSORS AND FOLLOWED BY A 7-WEEK PAID, FRONTLINE INVESTING INTERNSHIP AT ONE OF 130+ LEADING INVESTMENT MANAGEMENT FIRMS. 781354 ONLINE INTENSIVE PROGRAM (OIP): OUR SELF-DIRECTED, ASYNCHRONOUS EDUCATIONAL PROGRAM, WHICH ALLOWS INDEPENDENT LEARNERS TO MASTER FINANCE AND INVESTING FUNDAMENTALS. A LIMITED SUBSET OF THIS POPULATION IS ALSO PLACED IN INTERNSHIPS. 2393133 ALUMNI CAREER INSTITUTE: CAREER ADVISORY SERVICES, COMMUNITY BUILDING, AND CONNECTIONS FOR OUR ALUMNI AT ALL STAGES OF THEIR CAREERS. ALL ALUMNI CAN ACCESS EXCLUSIVE CAREER RESOURCES AND FIND OTHER ALUMNI WORKING AT THEIR FIRM ON THE GWI CAREER PORTAL. 7649781 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 119 0 1 22 1 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA PA MA NY X X MICHELLE DEFOSSETT 2124395677 28 LIBERTY ST FL6 NEW YORK NY 10005 KATHERINE COLSHER CHIEF EXECUTIVE OFFICER 40.00 X X 480000 0 13200 BAL DAS DIRECTOR 1.00 X 0 0 0 MYRA DRUCKER DIRECTOR 1.00 X 0 0 0 SEEMA HINGORANI DIRECTOR 1.00 X 0 0 0 ANNA NIKOLAYEVSKY DIRECTOR 1.00 X 0 0 0 LARRY SCHLOSS DIRECTOR 1.00 X 0 0 0 BETTY HUNG DIRECTOR 1.00 X 0 0 0 KIM LEW DIRECTOR 1.00 X 0 0 0 CANDICE STACK DIRECTOR 1.00 X 0 0 0 BILGE YILMAZ DIRECTOR 1.00 X 0 0 0 PERRY GOLKIN DIRECTOR 1.00 X 0 0 0 TINA BYLES WILLIAMS DIRECTOR 1.00 X 0 0 0 COLLETTE CHILTON DIRECTOR 1.00 X 0 0 0 HEATHER MINER DIRECTOR 1.00 X 0 0 0 LISA MCGOWAN DIRECTOR 1.00 X 0 0 0 DEFOSSETT MICHELLE CHIEF OPERATING OFFICER 40.00 X 331250 0 26056 CHRISTINA MARIE KIM HEAD OF PARTNERSHIPS 40.00 X 261750 0 28406 HEATHER PERCEVAL HEAD OF PROGRAMS 40.00 X 246500 0 10553 CRINDELL N HUMPHREYS DIRECTOR OF CAREER DEVELOPMENT 40.00 X 228500 0 16657 MARIA GRACIA ASAYAG DIRECTOR OF RECRUITING AND ADMISSIONS 40.00 X 173000 0 13621 MAYELA IRAIS CALDERON DIRECTOR OF DEVELOPMENT 40.00 X 165280 0 14128 1886280 0 122621 7 0 1 0 WHARTON GLOBAL YOUTH PROGRAM 3730 WALNUT STREET PHILADELPHIA PA 19104 EDUCATIONAL SERVICES 787520 WALL STREET PREP INC 1330 BEACON STREET STE 355B BROOKLINE MA 02446 FINANCIAL SERVICES 335101 IANNCOMMLLC 1533 SOUTH STREET FL 1 PHILADELPHIA PA 19146 PROGRAM AND EXECUTIVE SUPPORT SERVICES 217600 FORESIGHTCSBM 425 EAST 79TH STREET SUITE 1F NEW YORK NY 10013 FINANCIAL SERVICES 199336 WHARTON ONLINE UNIVERSITY 3730 WALNUT STREET PHILADELPHIA PA 19104 EDUCATIONAL SERVICES 174650 5 9897242 9897242 478343 478343 10375585 0 0 478343 1205506 1012625 132606 60275 2360360 1892401 230836 237123 119876 97660 12218 9998 192246 156618 19594 16034 252187 205450 25704 21033 182465 182465 33500 33500 87569 87569 59087 59087 80715 80715 184339 150177 18788 15374 20049 20049 PROGRAM COST 3871415 3871415 CONTRACT SERVICES 250299 125048 93991 31260 RECRUITING 168615 113748 26641 28226 PAYROLL SERVICES 28121 18971 4443 4707 22819 5668 16571 580 9119168 7649781 1044777 424610 3376564 2027050 7694157 11376754 10352476 9835770 82103 570822 1278346 2120949 14236 14236 22797882 25945581 714084 950498 0 1603000 714084 2553498 X 12036429 14053114 10047369 9338969 22083798 23392083 22797882 25945581 1256417 51868 0 X 0 1 X 1 0 X 5035930 5638147 12844508 13238074 9834152 46590811 5035930 5638147 12844508 13238074 9834152 46590811 5260550 41330261 48481 114724 59127 315275 478342 1015949 47606760 0.86820 0.81380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 11893008 51870 1465553 1517423 10375585 0 10375585 10584722 1465553 1465553 9119169 0 9119169 SCHEDULE D, PART X, LINE 2 THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT LIABLE FOR FEDERAL OR STATE INCOME TAXES. THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A). THE ORGANIZATION HAS ADOPTED ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR RECOGNITION, MEASUREMENT, PRESENTATION AND DISCLOSURE RELATING TO UNCERTAIN TAX POSITIONS, WHICH PRESCRIBES A THRESHOLD OF MORE LIKELY THAT NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THERE ARE NO SUCH UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED SEPTEMBER 30, 2024. X X X X X X 0 0 0 0 0 0 0 0 0 KATHERINE COLSHER CHIEF EXECUTIVE OFFICER 400000 0 80000 0 0 0 13200 0 0 0 493200 0 0 0 DEFOSSETT MICHELLE CHIEF OPERATING OFFICER 281250 0 50000 0 0 0 10083 0 15973 0 357306 0 0 0 CHRISTINA MARIE KIM HEAD OF PARTNERSHIPS 218750 0 43000 0 0 0 7525 0 20881 0 290156 0 0 0 HEATHER PERCEVAL HEAD OF PROGRAMS 215000 0 31500 0 0 0 0 0 10553 0 257053 0 0 0 CRINDELL N HUMPHREYS DIRECTOR OF CAREER DEVELOPMENT 200000 0 28500 0 0 0 9140 0 7517 0 245157 0 0 0 MARIA GRACIA ASAYAG DIRECTOR OF RECRUITING AND ADMISSION 157500 0 15500 0 0 0 6920 0 6701 0 186621 0 0 0 MAYELA IRAIS CALDERON DIRECTOR OF DEVELOPMENT 148000 0 17280 0 0 0 6611 0 7517 0 179408 0 0 0 FORM 990, PART I, LINE 1 GIRLS WHO INVEST (GWI) IS DEDICATED TO TRANSFORMING THE INVESTMENT MANAGEMENT INDUSTRY BY ATTRACTING AND ADVANCING INVESTORS, CHANGE-MAKERS, AND LEADERS. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS DRAFT OF FORM 990 WITH THE AUDIT AND FINANCE COMMITTEE AND PROVIDES EDITS TO THE PREPARER. AFTER THIS PROCESS THE AUDIT AND FINANCE COMMITTEE REVIEWS AND APPROVES THE FORM 990 PRIOR TO BEING FILED WITH THE IRS AND STATES. A COPY OF THE APPROVED FORM 990 IS PROVIDED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL REISSUANCE OF ELECTRONIC BOARD PACKAGE, INCLUDING THE CONFLICT OF INTERESTS POLICY FOR ALL MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE REVIEWS PERFORMANCE AND COMPENSATION OF THE CEO AND KEY PERSONNEL ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC UPON REQUEST AND THROUGH PUBLIC WEBSITES SUCH AS GUIDESTAR.ORG.