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)

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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.

Program Service Accomplishments

Program 1

100WF PRODUCES EDUCATION EVENTS THROUGHOUT THE YEAR. LED BY INDUSTRY ICONS AND EXPERTS, OUR PANELS AND PRESENTATIONS GO DEEP INTO TOPICS RELATED TO THE FINANCE, ALTERNATIVE INVESTMENTS, MACRO TRENDS...

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100WF PRODUCES EDUCATION EVENTS THROUGHOUT THE YEAR. LED BY INDUSTRY ICONS AND EXPERTS, OUR PANELS AND PRESENTATIONS GO DEEP INTO TOPICS RELATED TO THE FINANCE, ALTERNATIVE INVESTMENTS, MACRO TRENDS, AND LEADERSHIP AND PROFESSIONAL DEVELOPMENT. EDUCATION EVENTS ARE FREE OF CHARGE TO MEMBERS WHO HAVE PAID AN ANNUAL ACCESS FEE AND ARE HOSTED BY CORPORATE SPONSORS WHO PROVIDE BOTH THE EVENT LOCATION AND OFTEN ACCESS TO HIGH-LEVEL SPEAKERS. WE HOSTED 160 EDUCATION EVENTS (INCLUDING VIRTUAL EVENTS) IN 2023, WITH OVER 9511 ATTENDEES. 100WF SUPPORTS THE PRODUCTION OF THESE EVENTS THROUGH THE STAFF SUPPORT OF VOLUNTEERS AND THE PROGRAMMING AND HOSTING OF OUR PROPRIETARY EVENT PLATFORM.

Program 2

100WF PRODUCES PEER ENGAGEMENT EVENTS THROUGHOUT THE YEAR. WE BELIEVE ACHIEVING GENDER PARITY IN SENIOR LEADERSHIP AND INVESTMENT ROLES WILL STRENGTHEN OUR INDUSTRY AND THE BROADER GLOBAL ECONOMY...

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100WF PRODUCES PEER ENGAGEMENT EVENTS THROUGHOUT THE YEAR. WE BELIEVE ACHIEVING GENDER PARITY IN SENIOR LEADERSHIP AND INVESTMENT ROLES WILL STRENGTHEN OUR INDUSTRY AND THE BROADER GLOBAL ECONOMY. OUR TARGETED INITIATIVES AND NETWORKING OPPORTUNITIES HELP POSITION WOMEN FOR SUCCESS AT EVERY STAGE OF THEIR CAREERS. PEER ADVISORY GROUPS ARE CIRCLES OF FEMALE SENIOR PRACTITIONERS WORKING IN THE SAME SPECIALIZED AREAS. EARLY CAREER GROUPS ARE FINANCE PROFESSIONALS IN THE FIRST DECADE OF THEIR CAREER. MIDCAREER GROUPS ARE FINANCE PROFESSIONALS WITH 10-20 YEARS' EXPERIENCE IN THE FINANCE INDUSTRY. SENIOR PRACTITIONERS ARE FINANCE PROFESSIONALS WITH 20+ YEARS OF EXPERIENCE. THESE GROUPS PROVIDE AN EFFECTIVE INFRASTRUCTURE FOR OUR MEMBERS TO ENGAGE WITH ONE ANOTHER TO LEVERAGE COLLECTIVE WISDOM, SKILLS AND EXPERIENCE.PEER ENGAGEMENT EVENTS ARE GENERALLY FREE OF CHARGE TO MEMBERS AND ARE OFTEN HOSTED BY CORPORATE SPONSORS WHO PROVIDE THE EVENT LOCATION. WE HOSTED 136 PEER ENGAGEMENT EVENTS (INCLUDING VIRTUAL EVENTS) IN 2023, WITH AROUND 4,000 ATTENDEES. 100WF SUPPORTS THE PRODUCTION OF THESE EVENTS THROUGH THE STAFF AND SUPPORT OF VOLUNTEERS AND THE PROGRAMMING AND HOSTING OF OUR PROPRIETARY EVENT PLATFORM.

Program 3

GLOBAL FUNDWOMEN WEEK ("GFWW") CONFERENCE. SINCE 2014, 100WF HAS HOSTED INVESTMENT CONFERENCES FOR FEMALE FUND MANAGERS AND THE BROAD COMMUNITY OF INSTITUTIONAL INVESTMENT ALLOCATORS TO ENGAGE WITH...

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GLOBAL FUNDWOMEN WEEK ("GFWW") CONFERENCE. SINCE 2014, 100WF HAS HOSTED INVESTMENT CONFERENCES FOR FEMALE FUND MANAGERS AND THE BROAD COMMUNITY OF INSTITUTIONAL INVESTMENT ALLOCATORS TO ENGAGE WITH ONE ANOTHER AND EXPLORE BUSINESS OPPORTUNITIES. IN 2023, 100WF PRODUCED A VIRTUAL, WEEKLONG EVENT OF TARGETED INTRODUCTIONS AND ROUNDTABLE SESSIONS WITH 45 LIVE SPOTLIGHT SESSIONS, 60+ VOLUNTEERS, 1200+ PARTICIPANTS AND 90+ SPEAKERS. THE SPOTLIGHTS TOOK THE FORMAT OF FIRESIDE CHATS, PANELS, MINI-PRESENTATIONS ON THE LATEST INVESTMENT TRENDS, DEEP DIVES ON MANAGERS' INVESTMENT STRATEGIES, DUE DILIGENCE BEST PRACTICES, PERSPECTIVES FROM LEADING ALLOCATORS OR SMALL GROUP DISCUSSIONS BETWEEN ALLOCATORS AND MANAGERS. THESE WERE THE HIGHLIGHTS OF GFWW, CONNECTING OUR VETTED FEMALE MANAGERS WITH ASSET ALLOCATORS, SHOWCASING THE ALPHA OPPORTUNITIES PRESENTED BY THESE DIVERSE MANAGERS AND ADDRESSING THE NEEDS AND OPPORTUNITIES FROM THE ALLOCATORS' PERSPECTIVES. GFWW FACILITATED IN-PERSON PROGRAMMING FOR THE FIRST TIME SINCE THE PRE-PANDEMIC 2019 CONFERENCE. PARTICIPANTS GATHERED IN MIDTOWN MANHATTAN FOR A FULL DAY OF CONTENT, CURATED SPEED NETWORKING SESSIONS AND TOPICAL ROUNDTABLE DISCUSSIONS.THE EVENT WAS ATTENDED BY OVER 300 DELEGATES, OVER 60 FUND MANAGERS, OVER 120 ALLOCATORS WITH OVER 500 1:1 MEETINGS, 18 ROUNDTABLES, 30 SPEAKERS, 25 SPONSORS, MEDIA AND PARTNER ORGANISATIONS AND OVER 50 VOLUNTEERS.

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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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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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