Invest In Girls Inc

EIN: 453771260 501(c)(3)

Waltham, MA

Total Revenue
$550,704
Total Expenses
$474,031
Total Assets
N/A
Net Assets
N/A
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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
2011
Legal Domicile
MA
Principal Officer
Dune Thorne
Phone
6178990504
Tax Period
2018-07-01 to 2019-06-30

Invest In Girls Inc, founded in 2011, is a small nonprofit that reported $551K in total revenue in fiscal year 2018. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $474K left a modest 14% surplus.

Mission

To provide high school girls with strong foundational knowledge of finance, investing and the financial services industries through tailored educational programs.

Program Service Accomplishments

Program 1
Expenses: $123,415 Revenue: $40,108

Invest in Girls hosts four interactive financial education workshops with approximately 900 students each year at various schools for a total of 12 workshops over the three years. Over the three...

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Invest in Girls hosts four interactive financial education workshops with approximately 900 students each year at various schools for a total of 12 workshops over the three years. Over the three years, girls learn the "B.I.G' concepts; budgeting, investing, and giving. The workshops incorporate financial simulations. Through online portal, girls are able to access workshop materials at any time.

Program 2
Expenses: $26,284 Revenue: $8,039

Invest in Girls matches each girl with a compatible mentor working in the finance world. Mentors provide an introduction into finance careers and a deeper understanding of financial concepts. Mentors...

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Invest in Girls matches each girl with a compatible mentor working in the finance world. Mentors provide an introduction into finance careers and a deeper understanding of financial concepts. Mentors and girls call or Skype monthly to discuss future education plans, potential internships, and various professional development topics.

Program 3
Expenses: $51,285 Revenue: $5,445

Invest in Girls takes participants on industry trips to meet women in the finance field. The girls are able to experience what it is like to work in an office setting along with asking questions to...

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Invest in Girls takes participants on industry trips to meet women in the finance field. The girls are able to experience what it is like to work in an office setting along with asking questions to the women who work there. Trips are paid for by the businesses who sponsor 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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $497,068
Program Service Revenue $53,592
Investment Income $44
Other Revenue $0
TOTAL REVENUE $550,704

Expense Breakdown

Grants Paid $0
Salaries & Benefits $321,623
Fundraising Expenses $9,370
Program Expenses $200,984
Other Expenses $152,408
TOTAL EXPENSES $474,031

Year-over-Year Comparison

2018 2017 Change
Revenue $550,704 $454,652 +0.2%
Expenses $474,031 $454,341 +0.0%
Net Income $76,673 $311 +245.5%
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

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Governance

Voting Members
15
Independent Members
15
Employees
5
Volunteers
100

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
5
$107,419
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kathy Parker Treasurer 1.00
Officer Director
$0 $0 $0
Lisa Mullan Co-Chair 1.00
Officer Director
$0 $0 $0
Kusum Gaind Board Member 1.00
Director
$0 $0 $0
Caroline Sacks Board Member 1.00
Director
$0 $0 $0
Christina Oliver Board Member 1.00
Director
$0 $0 $0
Neil Desai Board Member 1.00
Director
$0 $0 $0
Dune Thorne Co-Chair 1.00
Officer Director
$0 $0 $0
Heidi Pickett Board Member 1.00
Director
$0 $0 $0
Michelle Hicks Board Member 1.00
Director
$0 $0 $0
Olachi Opara Clerk 1.00
Officer Director
$0 $0 $0
Christina C Qi Board Member 1.00
Director
$0 $0 $0
Grace Yoon Board Member 1.00
Director
$0 $0 $0
Karen Bond Board Member 1.00
Director
$0 $0 $0
Matthew Conroy Board Member 1.00
Director
$0 $0 $0
Tiffani Collins Board Member 1.00
Director
$0 $0 $0
Elizabeth Kelder Executive Director 37.50
Officer
$107,419 $0 $107,419
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
2019 $550,704 $474,031 No data $76,673
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