Women Investment Professionals Inc (EIN 364349923) - 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

1998

Legal Domicile

Principal Officer

Paula Romanchuk

Phone

8472549136

Tax Period

2023-01-01 to 2023-12-31

Women Investment Professionals Inc, founded in 1998, is a small nonprofit in the Community Improvement sector that reported $208K in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $248K exceeded revenue, resulting in a 19% operating deficit.

Mission

Enhance womens opportunities and growth in the investment industry offering professional and personal development, educational programs and networking opportunities.

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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 $174,960

Program Service Revenue $32,805

Investment Income $313

Other Revenue $0

TOTAL REVENUE $208,078

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $153,996

Other Expenses $248,337

TOTAL EXPENSES $248,337

Year-over-Year Comparison

	2023	2022	Change
Revenue	$208,078	$160,381	+0.3%
Expenses	$248,337	$132,681	+0.9%
Net Income	$-40,259	$27,700	-2.5%

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

N/A

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
Melissa Binder	President and Director	005.00	Officer Director	$0	$0	$0
Beth Brewer	Director	002.00	Director	$0	$0	$0
Allison Johnson	Director	002.00	Director	$0	$0	$0
Sandra Krueger	Director	003.00	Director	$0	$0	$0
Angela Miller-May	Director	001.00	Director	$0	$0	$0
Carrie O'Donnell	Director	001.00	Director	$0	$0	$0
Nancy Prial	Director	002.00	Director	$0	$0	$0
Paula Romanchuk	Treasurer and Director	001.00	Officer Director	$0	$0	$0
Stacy Scapino	Director	002.00	Director	$0	$0	$0
Mary Collins White	Director	002.00	Director	$0	$0	$0
Christy Whittington	Director	002.00	Director	$0	$0	$0
Denise Winchar	Director	004.00	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	$208,078	$248,337	$451,551	$-40,259
2021	$209,951	$86,435	$463,609	$123,516

Women Investment Professionals Inc