GIRLS WHO INVEST INC

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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

2015

Legal Domicile

Principal Officer

KATHERINE JOLLON COLSHER

Phone

2124395677

Tax Period

2023-10-01 to 2024-09-30

GIRLS WHO INVEST INC, founded in 2015, is a mid-sized nonprofit in the Employment sector that reported $10.4M in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $9.1M left a modest 12% surplus.

Mission

GIRLS WHO INVEST IS DEDICATED TO TRANSFORMING THE INVESTMENT MANAGEMENT INDUSTRY BY ATTRACTING AND ADVANCING INVESTORS, CHANGE-MAKERS, AND LEADERS.

Program Service Accomplishments

Program 1

Expenses: $4,475,294

SUMMER INTENSIVE PROGRAM (SIP): OUR 4-WEEK ACADEMIC TRAINING AT THE WHARTON SCHOOL OF UNIVERSITY OF PENNSYLVANIA, LED BY TOP UNIVERSITY PROFESSORS AND FOLLOWED BY A 7-WEEK PAID, FRONTLINE INVESTING...

Program 2

Expenses: $781,354

ONLINE INTENSIVE PROGRAM (OIP): OUR SELF-DIRECTED, ASYNCHRONOUS EDUCATIONAL PROGRAM, WHICH ALLOWS INDEPENDENT LEARNERS TO MASTER FINANCE AND INVESTING FUNDAMENTALS. A LIMITED SUBSET OF THIS...

ONLINE INTENSIVE PROGRAM (OIP): OUR SELF-DIRECTED, ASYNCHRONOUS EDUCATIONAL PROGRAM, WHICH ALLOWS INDEPENDENT LEARNERS TO MASTER FINANCE AND INVESTING FUNDAMENTALS. A LIMITED SUBSET OF THIS POPULATION IS ALSO PLACED IN INTERNSHIPS.

Program 3

Expenses: $2,393,133

ALUMNI CAREER INSTITUTE: CAREER ADVISORY SERVICES, COMMUNITY BUILDING, AND CONNECTIONS FOR OUR ALUMNI AT ALL STAGES OF THEIR CAREERS. ALL ALUMNI CAN ACCESS EXCLUSIVE CAREER RESOURCES AND FIND OTHER...

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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 $9,897,242

Program Service Revenue $0

Investment Income $478,343

Other Revenue $0

TOTAL REVENUE $10,375,585

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,130,175

Fundraising Expenses $424,610

Program Expenses $7,649,781

Other Expenses $4,988,993

TOTAL EXPENSES $9,119,168

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,375,585	$13,520,252	-0.2%
Expenses	$9,119,168	$7,991,313	+0.1%
Net Income	$1,256,417	$5,528,939	-0.8%

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

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

$850,506

Total Directors

$493,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHERINE COLSHER	CHIEF EXECUTIVE OFFICER	40.00	Officer Director	$480,000	$13,200	$493,200
BAL DAS	DIRECTOR	1.00	Director	$0	$0	$0
MYRA DRUCKER	DIRECTOR	1.00	Director	$0	$0	$0
SEEMA HINGORANI	DIRECTOR	1.00	Director	$0	$0	$0
ANNA NIKOLAYEVSKY	DIRECTOR	1.00	Director	$0	$0	$0
LARRY SCHLOSS	DIRECTOR	1.00	Director	$0	$0	$0
BETTY HUNG	DIRECTOR	1.00	Director	$0	$0	$0
KIM LEW	DIRECTOR	1.00	Director	$0	$0	$0
CANDICE STACK	DIRECTOR	1.00	Director	$0	$0	$0
BILGE YILMAZ	DIRECTOR	1.00	Director	$0	$0	$0
PERRY GOLKIN	DIRECTOR	1.00	Director	$0	$0	$0
TINA BYLES WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
COLLETTE CHILTON	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER MINER	DIRECTOR	1.00	Director	$0	$0	$0
LISA MCGOWAN	DIRECTOR	1.00	Director	$0	$0	$0
DEFOSSETT MICHELLE	CHIEF OPERATING OFFICER	40.00	Officer	$331,250	$26,056	$357,306
CHRISTINA MARIE KIM	HEAD OF PARTNERSHIPS	40.00	Highest	$261,750	$28,406	$290,156
HEATHER PERCEVAL	HEAD OF PROGRAMS	40.00	Highest	$246,500	$10,553	$257,053
CRINDELL N HUMPHREYS	DIRECTOR OF CAREER DEVELOPMENT	40.00	Highest	$228,500	$16,657	$245,157
MARIA GRACIA ASAYAG	DIRECTOR OF RECRUITING AND ADMISSIONS	40.00	Highest	$173,000	$13,621	$186,621
MAYELA IRAIS CALDERON	DIRECTOR OF DEVELOPMENT	40.00	Highest	$165,280	$14,128	$179,408

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	$10,375,585	$9,119,168	$25,945,581	$1,256,417
2023	$13,520,252	$7,991,313	$22,797,882	$5,528,939
2022	$12,776,923	$5,516,107	$17,263,658	$7,260,816
2021	$4,986,795	$3,236,972	$10,361,057	$1,749,823
2020	$766,076	$2,139,546	$8,867,082	$-1,373,470
2019	$5,103,029	$2,263,029	$9,196,962	$2,840,000
2018	$4,931,286	$1,685,606	$6,256,637	$3,245,680