Womens Association of Venture & Equity Inc (EIN 200554856) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

Helen Quick President

Phone

8559283606

Tax Period

2023-01-01 to 2023-12-31

Womens Association of Venture & Equity Inc, founded in 2004, is a small nonprofit in the Mutual Benefit sector that reported $692K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $664K left a modest 4% surplus.

Mission

WAVE is committed to the development and advancement of women in private equity and venture capital. WAVE's mission is to promote a spirit of cooperation and understanding among its members and to create professional opportunities for them.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $692,224

Investment Income $0

Other Revenue $0

TOTAL REVENUE $692,224

Expense Breakdown

Grants Paid $78,912

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $519,566

Other Expenses $585,519

TOTAL EXPENSES $664,431

Year-over-Year Comparison

	2023	2022	Change
Revenue	$692,224	$598,831	+0.2%
Expenses	$664,431	$708,456	-0.1%
Net Income	$27,793	$-109,625	-1.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Helen Quick	President	2.00	Officer Director	$0	$0	$0
Julie Gionfriddo	Director	1.00	Director	$0	$0	$0
Eileen Neill	VP Membership	1.00	Officer Director	$0	$0	$0
Sarah Camougis	Vice President	2.00	Officer Director	$0	$0	$0
Anna Dayn	VP Finance	2.00	Officer Director	$0	$0	$0
Beth L Steinberg	Director	1.00	Director	$0	$0	$0
Shannon Zoller	MidwestSC Chair	2.00	Officer Director	$0	$0	$0
Yue Bonnet	Director	1.00	Director	$0	$0	$0
Chrissie Pariso	MidWest Chair	2.00	Officer Director	$0	$0	$0
Kathryn Regan	Director	1.00	Director	$0	$0	$0
Sheryl Schwartz	Director	1.00	Director	$0	$0	$0
Tina Sodhi	Director	1.00	Director	$0	$0	$0
Pamela Brylski	SE Chair	2.00	Officer Director	$0	$0	$0
Anna Marie Curran	VP Sponsorship	2.00	Officer Director	$0	$0	$0
Susan A Keller	Director	1.00	Director	$0	$0	$0
Kay Parry	DC Chair	1.00	Officer Director	$0	$0	$0
Julianne Tamasy	Boston Chair	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$692,224	$664,431	$189,241	$27,793
2022	$598,831	$708,456	$284,689	$-109,625
2021	$355,533	$358,618	$282,437	$-3,085
2020	$353,655	$329,929	$272,021	$23,726
2019	$590,892	$416,145	$328,059	$174,747
2019	$590,892	$529,801	$214,403	$61,091
2018	$381,439	$337,852	$115,405	$43,587

Womens Association of Venture & Equity Inc