WOMEN IN INSTITUTIONAL INVESTMENTS NETWORK (EIN 471247346) - 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

2014

Legal Domicile

Principal Officer

NEGIN SOHRABI

Phone

9163333280

Tax Period

2023-01-01 to 2023-12-31

WOMEN IN INSTITUTIONAL INVESTMENTS NETWORK, founded in 2014, is a small nonprofit in the Education sector that reported $280K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

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.

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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 $219,441

Program Service Revenue $58,615

Investment Income $1,921

Other Revenue $0

TOTAL REVENUE $279,977

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $303,748

Other Expenses $303,748

TOTAL EXPENSES $303,748

Year-over-Year Comparison

	2023	2022	Change
Revenue	$279,977	$254,045	+0.1%
Expenses	$303,748	$205,048	+0.5%
Net Income	$-23,771	$48,997	-1.5%

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
CARRIE ANN STEPIEN BANTLE	DIRECTOR	N/A	Director	$0	$0	$0
LEAH EMKIN	DIRECTOR	N/A	Director	$0	$0	$0
ROBIN FUJIMOTO	DIRECTOR	N/A	Director	$0	$0	$0
MARY RUTH NEWMAN	PRESIDENT	N/A	Officer Director	$0	$0	$0
TERI NOBLE	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
CHAUNICE WILKS	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
CHRISTINA YI	DIRECTOR	N/A	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	$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