WOMEN IN INSTITUTIONAL INVESTMENTS… - Form 990 Financial Data

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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

2014

Legal Domicile

Principal Officer

KATRINA POST

Phone

4246885510

Tax Period

2025-01-01 to 2025-12-31

WOMEN IN INSTITUTIONAL INVESTMENTS NETWORK, founded in 2014, is a small nonprofit in the Education sector that reported $343K in total revenue in fiscal year 2025. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $188K, a strong 55% operating margin.

Mission

INVESTMENTS NETWORK ( WIIIN ) IS A LOS ANGELES BASED FORUM FOR WOMEN IN INSTITUTIONAL INVESTING. WIIIN'S PRIMARY GOAL IS TO STRENGTHEN RELATIONSHIPS AND FACILITATE A DIALOGUE TO ADVANCE AND EMPOWER WOMEN IN THE SOUTHERN CALIFORNIA INSTITUTIONAL INVESTMENT COMMUNITY. WE STRIVE TO ACHIEVE OUR GOAL BY SHARING KNOWLEDGE AND CONNECTING THROUGH A COMBINATION OF EDUCATIONAL AND PHILANTHROPIC ENDEAVORS.

Program Service Accomplishments

Program 1

Expenses: $153,253

INVESTMENTS NETWORK IS A LOS ANGELES BASED FORUM FOR WOMEN IN INSTITUTIONAL INVESTING. WIIIN'S PRIMARY GOAL IS TO STRENGTHEN RELATIONSHIPS AND FACILITATE A DIALOGUE TO ADVANCE AND EMPOWER WOMEN IN...

INVESTMENTS NETWORK IS A LOS ANGELES BASED FORUM FOR WOMEN IN INSTITUTIONAL INVESTING. WIIIN'S PRIMARY GOAL IS TO STRENGTHEN RELATIONSHIPS AND FACILITATE A DIALOGUE TO ADVANCE AND EMPOWER WOMEN IN THE SOUTHERN CALIFORNIA INSTITUTIONAL INVESTMENT COMMUNITY. WE STRIVE TO ACHIEVE OUR GOAL BY SHARING KNOWLEDGE AND CONNECTING THROUGH A COMBINATION OF EDUCATIONAL AND PHILANTHROPIC ENDEAVORS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $192,580

Program Service Revenue $144,834

Investment Income $5,818

Other Revenue $0

TOTAL REVENUE $343,232

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $155,702

Other Expenses $155,702

TOTAL EXPENSES $155,702

Year-over-Year Comparison

	2025	2024	Change
Revenue	$343,232	$403,401	-0.1%
Expenses	$155,702	$276,071	-0.4%
Net Income	$187,530	$127,330	+0.5%

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

N/A

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
LEAH EMKIN	DIRECTOR	N/A	Director	$0	$0	$0
ROBIN FUJIMOTO	DIRECTOR	N/A	Director	$0	$0	$0
SARAH LOHREY	DIRECTOR	N/A	Director	$0	$0	$0
MARY RUTH NEWMAN	PRESIDENT	N/A	Officer Director	$0	$0	$0
KATRINA POST	DIRECTOR	N/A	Director	$0	$0	$0
ALISON SCHIRALDI	DKIRECTOR	N/A	Director	$0	$0	$0
MAISIE SHORT	IMMEDIATE PA	N/A	Director	$0	$0	$0
NEGIN SOHRABI	TREASURER	N/A	Officer Director	$0	$0	$0
JOLIE TWISS	SECRETARY	N/A	Officer Director	$0	$0	$0
AUDREY WANG	DIRECTOR	N/A	Director	$0	$0	$0
CHRISTINA YI	VICE PRESIDE	N/A	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
2025	$343,232	$155,702	$686,893	$187,530
2024	No data	No data	No data	No data
2023	$279,977	$303,748	$379,484	$-23,771
2022	$254,046	$205,048	$396,808	$48,998
2019	$210,394	$135,653	$215,911	$74,741

WOMEN IN INSTITUTIONAL INVESTMENTS NETWORK