WOMEN IN FINANCIAL MARKETS

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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

JULIE WINKLER

Phone

9146533038

Tax Period

2023-01-01 to 2023-12-31

WOMEN IN FINANCIAL MARKETS, founded in 2014, is a small nonprofit in the Unknown sector that reported $488K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year.

Mission

To connect, elevate, and advance female professionals in the financial industry through education, mentoring, and sponsorship by leveraging senior leaders within the organization. WIFM currently has over 7,000 participants worldwide

Program Service Accomplishments

Program 1

Expenses: $331,500

Women in Financial Markets (WIFM )Mission is to connect, elevate, and advance female professionals in the financial industry through education, mentoring, and sponsorship by leveraging senior leaders within the organization. WIFM currently has over 7,000 participants worldwide The following are events that were held in 2023:WIND Annual Washington Update Impact on Asset Managers and BeyondFebruary 8, 2023Private: Derivatives MasterclassFebruary 27, 2023Women's History Month Speaker SeriesMarch 2023WIND Rings Closing bell at NYSE in honor of Women's History MonthMarch 3, 2023Eurex Derivatives Forum Frankfurt 2023March 22, 2023Elevate Your Influence and Grow Your Personal BrandMarch 27, 2023Special Program on Financial Services LawApril 11, 2023SFT & DerivativesApril 20, 2023ISDA AGM WIND Panel Discussion & ReceptionMay 10, 2023Economic Outlook Challenges and OpportunitiesMay 11, 2023New Frontiers in Risk Technology Panel DiscussionMay 31, 2023WIND Policy Update Impact on Derivatives MarketsJune 20, 2023Navigating Imposter Syndrome, VirtualSeptember 14, 2023Effective Communication, VirtualSeptember 28, 20232023 EMEA Flagship Event "The role of AI & Digitisation in our Markets", LondonNovember 1, 2023On the Edge: The Art of High-Impact Leadership, NYCDecember 6, 2023

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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 $473,742

Program Service Revenue $0

Investment Income $14,174

Other Revenue $-1

TOTAL REVENUE $487,915

Expense Breakdown

Grants Paid $47,488

Salaries & Benefits $204,895

Fundraising Expenses $81,281

Program Expenses $331,500

Other Expenses $225,521

TOTAL EXPENSES $477,904

Year-over-Year Comparison

	2023	2022	Change
Revenue	$487,915	$598,132	-0.2%
Expenses	$477,904	$224,723	+1.1%
Net Income	$10,011	$373,409	-1.0%

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

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
MARISOL COLLAZO	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
CASSANDRA SEIER	PRESIDENT & CEO	5.00	Officer Director	$0	$0	$0
LONA MOZUMDER	BOARD MEMBER	1.00	Director	$0	$0	$0
PETAL WALKER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARGOTH PILLA	TREASURER	8.00	Officer Director	$0	$0	$0
TRACEY JORDAL	DIRECTOR	2.00	Director	$0	$0	$0
KYLE BRANDON	DIRECTOR	1.00	Director	$0	$0	$0
SUSIE DE VERDELON	DIRECTOR	2.00	Director	$0	$0	$0
CLAUDIA DOWNING	DIRECTOR	1.00	Director	$0	$0	$0
JACQUELINE MESA	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH NORTH	DIRECTOR	0.50	Director	$0	$0	$0
TRACY RUCKER-WILSON	DIRECTOR	1.00	Director	$0	$0	$0
KAREN WARES	DIRECTOR	5.00	Director	$0	$0	$0
JULIE WINKLER	DIRECTOR	1.00	Director	$0	$0	$0
TARA DZIEDZIC	SECRETARY	1.00	Officer Director	$0	$0	$0
JOYCE THORMANN	DIRECTOR	1.00	Director	$0	$0	$0
BARI TRONTZ	DIRECTOR	1.00	Director	$0	$0	$0
MELODY MOKHTARIAN	DIR OF MEMBERSHIP & DEV	40.00	Highest	$131,406	$13,169	$144,575

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	$487,915	$477,904	$876,552	$10,011
2022	$598,132	$224,723	$824,240	$373,409
2021	$327,623	$26,935	$432,737	$300,688