2024-11-12T10:47:12-06:00 2023-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2023-01-01 571174550 100 WOMEN IN FINANCE ASSOCIATION INC 100W 6095298032 888C 8TH AVENUE 453 NEW YORK NY 10019 MICHELLE MORRIS TREASURER 6095298032 2024-11-15 1 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2023 2024-10-15 13:58:12Z SARAH DYER 888C 8TH AVENUE 453 NEW YORK NY 10019 2217542 0 X WWW.100WOMEN.ORG X 2003 NY SEE SCHEDULE O 16 16 12 600 0 0 256983 310459 1433144 1680506 0 10226 13117 15130 1703244 2016321 0 24333 0 0 1010650 1189828 0 0 0 988925 1363539 1999575 2577700 -296331 -561379 1254931 765755 910707 875477 344224 -109722 X SEE SCHEDULE O 1 0 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. 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. 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. 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 11 0 1 12 1 0 1 UK CJ 0 0 1 1 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X MICHELLE BUSHE 2125880350 888-C 8TH AVENUE 453 NEW YORK NY 10019 CAROLE CRAWFORD CHAIR 1.00 1.00 X X 0 0 0 BARBARA NOVICK VICE-CHAIR 1.00 1.00 X X 0 0 0 SARAH DYER DANA SECRETARY 1.00 1.00 X X 0 0 0 MICHELLE MORRIS TREASURER 1.00 1.00 X 0 0 0 DAGMAR BAEUERLE DIRECTOR 5.00 5.00 X 0 0 0 RUPAL BHANSALI DIRECTOR 3.00 3.00 X 0 0 0 CHRISTINA BODDEN DIRECTOR 3.00 3.00 X 0 0 0 ULRIKE HOFFMANN-BURCHARDI DIRECTOR 3.00 3.00 X 0 0 0 AMY FLIKERSKI DIRECTOR 1.00 1.00 X 0 0 0 WAYNE LEE DIRECTOR 1.00 1.00 X 0 0 0 ARCHANA PAREKH DIRECTOR 1.00 1.00 X 0 0 0 LISA PETRELLI DIRECTOR 1.00 1.00 X 0 0 0 ULRIKA ROBERTSSON DIRECTOR 1.00 1.00 X 0 0 0 SHERRI ROSSOFF DIRECTOR 1.00 1.00 X 0 0 0 AMANDO SENRA DIRECTOR 1.00 1.00 X 0 0 0 HEATHER WYCKOFF DIRECTOR 1.00 1.00 X 0 0 0 AMANDA PULLINGER FORMER CEO 32.00 8.00 X 466782 0 16596 MICHELLE BUSHE CFO 32.00 8.00 X 29951 0 6079 NICOLE WILEY COO/CDO 32.00 8.00 X 190606 0 16739 JOAN WERNER FINANCE DIRECTOR 32.00 8.00 X 114583 0 16619 ALEXIS BELLADONNA GLOBAL DIRECTOR OF MEMBERSHIP 32.00 8.00 X 111395 0 17669 913317 0 73702 4 0 1 0 SZA CONSULTING LTD 2 COOMBE GARDENS LONDON UK SW20 PUBLIC RELATIONS/COMM. SERVICES 132862 WSQ PRODUCTIONS PO BOX 286640 1617 3RD AVE NEW YORK NY 10128 EVENT PRODUCTIONS 110773 INCLUSIVE ASSET MANAGEMENT PTE LTD 160 ROBINSON ROAD SINGAPORE SN 068914 ASSET MANAGEMENT SERVICES 100778 3 310459 310459 ACCESS FEES 900099 1404807 1404807 PROGRAM REVENUE 900099 275699 275699 1680506 10226 10226 174351 201221 -26870 -26870 CARES ACT - ERTC 900099 42000 42000 42000 2016321 1680506 0 25356 X 24333 724536 258548 31592 87108 88044 40033 67019 532282 194158 67341 28207 6038 2446 PRGM DEVELOPMENT EVENTS 384169 DONATED EXPENSES 41846 2577700 1145895 570773 71659 90000 80857 18235 11022 6010 5007 3007 1003 16135 12100 1254931 765755 236717 61167 673990 814310 910707 875477 X 344224 -119722 10000 344224 -109722 1254931 765755 X -561379 -1676 109109 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 6010 5007 1003 1003 0 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 FUNDRAISING INDEPENDENT CONTRACTORS 131396 CENTRAL AMERICA AND THE CARIBBEAN 0 1 FUNDRAISING INDEPENDENT CONTRACTORS 64907 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING PROGRAM SERVICE 24333 0 2 0 0 0 2 220636 0 220636 SCHOLARSHIPS CENTRAL AMERICA AND THE CARIBBEAN 2 24333 FMV 0 0 0 0 0 0 PART I, LINE 2: ALL GRANTS ARE MADE ONLY TO ORGANIZATIONS THAT HAVE BEEN SUBJECT TO A DUE DILIGENCE AND APPROVAL PROCESS. GRANTS ARE MONITORED BY OUR CHIEF IMPACT OFFICER, ASSISTED BY VOLUNTEER COMMITTEES MADE UP OF HIGHLY QUALIFIED PROFESSIONALS, GENERALLY INCLUDING MEMBERS WITH ACCOUNTING, LEGAL AND/OR RISK MANAGEMENT EXPERTISE. THE CHARITY MUST REPORT TO 100WF HOW THE FUNDS HAVE BEEN USED. LONDON GALA 155578 155578 73349 509 62456 CAYMAN GALA 18773 18773 64907 174351 174351 73349 509 127363 201221 -26870 1 X X X 1 0 0 AMANDA PULLINGER FORMER CEO 386782 0 80000 0 0 0 5000 0 11596 0 483378 0 0 0 NICOLE WILEY COO/CDO 190606 0 0 0 0 0 5000 0 11739 0 207345 0 0 0 PART I, LINE 4A AMANDA PULLINGER, FMR CEO RECEIVED $60,500.01 IN SEVERANCE DURING 2023. PART I - LINE 1 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. PART III - LINE 1 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. FORM 990, PART III, LINE 2 IMPACT INVESTING SYMPOSIUM: SINCE ITS FIRST ""INVESTING FOR IMPACT SYMPOSIUM"" IN 2013 PRODUCED BY THE HIGH WATER WOMEN'S ORGANIZATION IT HAS EVOLVED INTO A NOT-TO-BE-MISSED OPPORTUNITY FOR INVESTORS AND INVESTMENT PROFESSIONALS TO CONNECT, TO LEARN AND TO BE VISIBLE. FOLLOWING ON FROM THE SUCCESS, THE 100 WOMEN IN FINANCE TOOK IT OVER IN 2023, AND WE LOOK FORWARD TO DEVELOPING THE PROGRAM FURTHER. IN 2023 THE PROGRAM FEATURED KEYNOTE SPEAKERS, PANEL DISCUSSIONS AND TABLE TOPICS, FOCUSED ON KEY INVESTING FOR IMPACT DEVELOPMENTS, BEST PRACTICES, ANALYTICS, IMPLEMENTATION AND MUCH MORE. THE UNIQUE PROGRAM FEATURE BRINGS THE SPEAKER FROM THE STAGE TO SMALL GROUP BREAKOUTS, ALLOWING ATTENDEES TO ENGAGE IN INTERACTIVE TOPICAL DISCUSSION WITH INDUSTRY EXPERTS. ATTENDEES HAD THE OPPORTUNITY TO PARTICIPATE IN MULTIPLE THIRTY-MINUTE TABLE TOPICS DISCUSSIONS AT THE SYMPOSIUM. THE CONFERENCE WAS ATTENDED BY OVER 180 DELEGATES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED ANNUALLY TO COMPLETE A QUESTIONNAIRE DISCLOSING ANY CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION COMMITTEE OF THE BOARD REVIEWS CEO COMPENSATION. BOARD VOTES IN EXECUTIVE SESSION EACH YEAR ON ANY INCREASE TO CEO COMPENSATION PUT FORWARD BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE IS EMPOWERED TO SEEK, AND DOES SEEK, ADVICE FROM EXTERNAL ADVISORS AS NECESSARY, IN THE PREPARATION OF THE COMMITTEES ANALYSIS AND RECOMMENDATIONS REGARDING CEO COMPENSATION. EVERY 3-5 YEARS THE BOARD ENGAGES A COMPENSATION CONSULTING FIRM TO ADVISE ON CEO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE PUBLIC CAN CONTACT THE CEO REGARDING QUESTIONS, AT ANY TIME, THROUGH THE WEBSITE. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES 6,595. MEMBERSHIP SERVICES 134,763. CONTRACTED SERVICES 390,924. FORM 990, PART XI, LINE 9: LOSS ON INVESTMENTS 1,196. EQUITY TRANSFER 107,913. 100 WOMEN IN FINANCE LIMITED 8 SHEPARD MARKET LONDON ENDLAND UK W1J 7QE PRODUCING 100 WOMEN IN FINANCE ANNUAL LONDON GALA UK 173552 48713 100 WOMEN IN FINANCE ASSOCIATION 100 WOMEN IN FINANCE CAYMAN MAPLES CORPORATE SERVICES LIMITED P UGLAND HOUSE GRAND CAYMAN CJ KY1-1104 PRODUCING CAYMAN ISLAND GALA AND SUPPORTING GIRL FORCE CJ 156560 132330 100 WOMEN IN FINANCE ASSOCIATION 100 WOMEN IN FINANCE FOUNDATION 888C 8TH AVENUE 453 NEW YORK NY 10019 571174548 FUNDRAISING NY 501(C)(3) 509(A)(1) ASSOCIATION 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 100 WOMEN IN FINANCE FOUNDATION O FMV