100 WOMEN IN FINANCE ASSOCIATION INC

EIN: 571174550 Community Improvement

NEW YORK, NY

Total Revenue
$2,016,321
Total Expenses
$2,577,700
Total Assets
$765,755
Net Assets
$-109,722
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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
2003
Legal Domicile
NY
Principal Officer
SARAH DYER
Phone
6095298032
Tax Period
2023-01-01 to 2023-12-31

100 WOMEN IN FINANCE ASSOCIATION INC, founded in 2003, is a community nonprofit in the Community Improvement sector that reported $2.0M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $2.6M exceeded revenue, resulting in a 28% operating deficit.

Mission

THE ASSOCIATION IS A GLOBAL NETWORK OF PROFESSIONALS IN THE FINANCE AND ALTERNATIVE INVESTMENT INDUSTRIES WORKING TOGETHER TO INSPIRE, EQUIP AND ADVOCATE FOR A NEW GENERATION OF INDUSTRY LEADERSHIP, IN WHICH WOMEN AND MEN SERVE AS INVESTMENT PROFESSIONALS AND EXECUTIVES, EQUAL IN ACHIEVEMENT AND IMPACT. THROUGH EDUCATION, PEER ENGAGEMENT AND IMPACT, THE ORGANIZATION FURTHERS THE PROGRESS OF WOMEN WHO HAVE CHOSEN FINANCE AS A CAREER AND ENABLES THEIR POSITIVE INFLUENCE OVER PRE-CAREER YOUNG WOMEN. THE ASSOCIATION'S MEMBERS ARE ACTIVELY INVOLVED IN PLANNING, EXECUTING AND ATTENDING THE FOUNDATION'S ANNUAL GALA EVENTS AND OTHER FUNDRAISERS AND IN CONTRIBUTING FUNDS TO THE FOUNDATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $310,459
Program Service Revenue $1,680,506
Investment Income $10,226
Other Revenue $15,130
TOTAL REVENUE $2,016,321

Expense Breakdown

Grants Paid $24,333
Salaries & Benefits $1,189,828
Fundraising Expenses $0
Other Expenses $1,363,539
TOTAL EXPENSES $2,577,700

Year-over-Year Comparison

2023 2022 Change
Revenue $2,016,321 $1,703,244 +0.2%
Expenses $2,577,700 $1,999,575 +0.3%
Net Income $-561,379 $-296,331 +0.9%
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
16
Independent Members
16
Employees
12
Volunteers
600

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
6
$726,753
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CAROLE CRAWFORD CHAIR 1.00
Officer Director
$0 $0 $0
BARBARA NOVICK VICE-CHAIR 1.00
Officer Director
$0 $0 $0
SARAH DYER DANA SECRETARY 1.00
Officer Director
$0 $0 $0
MICHELLE MORRIS TREASURER 1.00
Director
$0 $0 $0
DAGMAR BAEUERLE DIRECTOR 5.00
Director
$0 $0 $0
RUPAL BHANSALI DIRECTOR 3.00
Director
$0 $0 $0
CHRISTINA BODDEN DIRECTOR 3.00
Director
$0 $0 $0
ULRIKE HOFFMANN-BURCHARDI DIRECTOR 3.00
Director
$0 $0 $0
AMY FLIKERSKI DIRECTOR 1.00
Director
$0 $0 $0
WAYNE LEE DIRECTOR 1.00
Director
$0 $0 $0
ARCHANA PAREKH DIRECTOR 1.00
Director
$0 $0 $0
LISA PETRELLI DIRECTOR 1.00
Director
$0 $0 $0
ULRIKA ROBERTSSON DIRECTOR 1.00
Director
$0 $0 $0
SHERRI ROSSOFF DIRECTOR 1.00
Director
$0 $0 $0
AMANDO SENRA DIRECTOR 1.00
Director
$0 $0 $0
HEATHER WYCKOFF DIRECTOR 1.00
Director
$0 $0 $0
AMANDA PULLINGER FORMER CEO 32.00
Officer
$466,782 $16,596 $483,378
MICHELLE BUSHE CFO 32.00
Officer
$29,951 $6,079 $36,030
NICOLE WILEY COO/CDO 32.00
Officer
$190,606 $16,739 $207,345
JOAN WERNER FINANCE DIRECTOR 32.00
Highest
$114,583 $16,619 $131,202
ALEXIS BELLADONNA GLOBAL DIRECTOR OF MEMBERSHIP 32.00
Highest
$111,395 $17,669 $129,064
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 $2,016,321 $2,577,700 $765,755 $-561,379
2022 $1,703,244 $1,999,575 $1,254,931 $-296,331
2021 $1,104,475 $1,443,516 $1,287,509 $-339,041
2020 $1,023,136 $1,185,603 $1,417,431 $-162,467
2019 $842,951 $1,090,433 $1,626,491 $-247,482
2018 $898,280 $807,342 $1,745,097 $90,938
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