Private Equity Women Investor Network Inc (EIN 264795837) - 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

2009

Legal Domicile

Principal Officer

Emily Mendell

Phone

6468834897

Tax Period

2024-01-01 to 2024-12-31

Private Equity Women Investor Network Inc, founded in 2009, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $315K, a strong 29% operating margin.

Mission

PEWIN is the pre-eminent organization for senior women leaders in private equity.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,006,064

Investment Income $70,764

Other Revenue $0

TOTAL REVENUE $1,076,828

Expense Breakdown

Grants Paid $0

Salaries & Benefits $472,744

Fundraising Expenses $0

Other Expenses $288,767

TOTAL EXPENSES $761,511

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,076,828	$901,452	+0.2%
Expenses	$761,511	$795,386	0.0%
Net Income	$315,317	$106,066	+2.0%

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

Volunteers

120

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

$405,383

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dana Johns	Chair	5.00	Officer Director	$0	$0	$0
Jill Kitazaki	Vice Chair	5.00	Officer Director	$0	$0	$0
Joanne Yoo	Secretary	2.00	Officer Director	$0	$0	$0
Bronwyn Bailey	Treasurer	2.00	Officer Director	$0	$0	$0
Meghna Desai	Director	1.00	Director	$0	$0	$0
Jeri Harman	Director	1.00	Director	$0	$0	$0
Alison Killilea	Director	1.00	Director	$0	$0	$0
Meghan Reynolds	Director	1.00	Director	$0	$0	$0
Norice Rice	Director	1.00	Director	$0	$0	$0
Carol Womack	Director	1.00	Director	$0	$0	$0
Alisa Wood	Director	1.00	Director	$0	$0	$0
Iris Zhao-Fiorello	Director	1.00	Director	$0	$0	$0
Emily Mendell	Executive Director	40.00	Officer	$285,000	$11,400	$296,400
Moby Thomas	Chief Administrative Officer	40.00	Officer	$104,791	$4,192	$108,983

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
2025	No data	No data	No data	No data
2024	$1,076,828	$761,511	$2,118,290	$315,317
2023	$901,452	$795,386	$1,763,826	$106,066
2022	$944,844	$752,095	$1,650,068	$192,749
2021	$1,293,435	$286,106	$1,411,046	$1,007,329
2020	$172,499	$139,173	$408,024	$33,326
2019	$147,175	$79,951	$359,085	$67,224
2018	$202,335	$106,953	$262,028	$95,382

Private Equity Women Investor Network Inc