2024-02-01T10:35:10-06:00 2023-06-30 113266576 GRASSI & CO CPA'S PC 488 MADISON AVENUE NEW YORK NY 10022 990 2022-07-01 133092258 FWA OF NEW YORK INC FWAO 2125332141 580 FIFTH AVENUE 820 NEW YORK NY 100364762 ANNETTE STEWART PRESIDENT 2125332141 2024-02-01 1 ANNETTE STEWART 999009999 0 DAVID ROTTKAMP P01303468 2126616166 2024-02-01 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANNETTE STEWART 580 FIFTH AVENUE 820 NEW YORK NY 100364762 2959007 0 X WWW.FWA.ORG X 1979 NY PROMOTE THE PROFESSIONAL DEVELOPMENT AND ADVANCEMENT OF ALL WOMEN THROUGH EDUCATION, MENTORSHIP, NETWORKING, ALLIANCES, AND ADVOCACY ACROSS THE FINANCIAL SECTOR. 21 21 7 50 0 0 640010 598807 0 0 -243444 76859 56253 79289 452819 754955 368124 314549 0 0 485190 561278 0 0 82717 282955 247575 1136269 1123402 -683450 -368447 4372987 4297002 222283 200212 4150704 4096790 X PROMOTE THE PROFESSIONAL DEVELOPMENT AND ADVANCEMENT OF ALL WOMEN THROUGH EDUCATION, MENTORSHIP, NETWORKING, ALLIANCES, AND ADVOCACY ACROSS THE FINANCIAL SECTOR. 0 0 924304 314549 EDUCATIONAL INITIATIVES/NEXT GENERATION PROGRAMS - SEE SCHEDULE OTHE FWA IS DEDICATED TO BUILDING THE NEXT GENERATION OF WOMEN IN LEADERSHIP IN FINANCE BY BUILDING A PIPELINE OF TALENTED YOUNG WOMEN INTERESTED IN AND READY FOR CAREERS IN FINANCE. OUR PROGRAMS, INCREASE ACCESS TO EDUCATION THROUGH COLLEGE READINESS, MENTORSHIP, LEADERSHIP PROFESSIONAL ACUMEN AND SKILLS DEVELOPMENT AND NETWORK BUILDING. THE FWA ALSO PROVIDES SIGNIFICANT FINANCIAL SUPPORT THROUGH SCHOLARSHIPS, STIPENDS AND STUDY ABROAD SUPPORT.KEY ACCOMPLISHMENTS AND STATS FOR THE FY23 FISCAL YEAR:FWA SCHOLARS PROGRAM-HIGH SCHOOL OF ECONOMICS AND FINANCE: GRADUATED 11 SENIORS ATTENDING COLLEGES/UNIVERSITIES.-23 FWA SCHOLARS ENROLLED AT 16 COLLEGES/UNIVERSITIES. FWA MENTORSHIP AND SCHOLARSHIP AT BARUCH COLLEGE-SUPPORTED 29 JUNIORS AND 20 SENIORS WITH FWA MENTORS, SCHOLARSHIPS AND STIPENDS. 10 STUDENTS WERE AWARDED STUDY ABROAD SCHOLARSHIPS.-200 GRADUATE STUDENTS RECEIVED ADVANCED SKILLS FINANCE TRAINING AND 15 GRADUATE STUDENTS RECEIVED STIPENDS. FWA MENTORSHIP AND SCHOLARSHIP AT SETON HALL UNIVERSITY, STILLMAN SCHOOL OF BUSINESS-SUPPORTED 30 STUDENTS WITH FWA MENTORS, SCHOLARSHIPSWALL STREET EXCHANGE FWA'S INTERNSHIP AUGMENTATION PROGRAM FOR RISING JUNIORS INTERNING IN FINANCE POSITIONS. THE PROGRAM ENGAGES PARTICIPANTS IN THE FWA MISSION AND PROVIDES WORKSHOPS IN PROFESSIONALISM, LEADERSHIP, AND CAREER MANAGEMENT TECHNIQUES.-82 STUDENTS FROM 54 COLLEGES/UNIVERSITIES INTERNING AT 20 COMPANIES.THE FWA PROVIDES ITS MEMBERS WITH A WIDE ARRAY OF PROFESSIONAL EDUCATION AND CAREER DEVELOPMENT PROGRAMS. THROUGH PARTICIPATING IN THESE ACTIVITIES, PROFESSIONALS ADVANCE THEIR LEADERSHIP SKILLS, INDUSTRY KNOWLEDGE AND BUILD THEIR PROFESSIONAL NETWORK. FWA PROGRAMS ACTIVELY HELP TO ACCELERATE THE SUCCESS OF ALL WOMEN IN THE FINANCIAL SECTOR. IN THE FY23 FISCAL YEAR THE FWA PRESENTED 55 EVENTS WITH A TOTAL ATTENDANCE OF 1,653 PEOPLE. CONTENT WAS DEVELOPED THROUGH OUR VIBRANT MEMBER PROGRAM COMMITTEES INCLUDING DIRECTORSHIP AND CORPORATE GOVERNANCE, EMERGING LEADERS, ENTREPRENEURS, FINTECH, FWA LONG ISLAND, FWA NEW JERSEY, GLOBAL AGENDA, INTERNATIONAL BUSINESS CONFERENCE, IMPACT INVESTING, MEN'S ALLIANCE, MEMBER2MEMBER MENTORSHIP, AND SIGNATURE EVENTS.THE FWA ALSO WORKS WITH CORPORATE PARTNERS TO IDENTIFY, SUPPORT AND DEVELOP HIGH POTENTIAL EMPLOYEES THROUGH OUR PROPRIETARY PACESETTERS PROGRAM. IN THE FY23 PROGRAM THE FWA SUPPORTED A DIVERSE COHORT OF 19 WOMEN FROM 12 FINANCIAL INSTITUTIONS. 924304 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 7 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY NJ X ALISSA DESMARAIS 2125332141 580 5TH AVENUE SUITE 820 NEW YORK NY 100364825 HERMINA NINA BATSON PRESIDENT 20.00 X X 0 0 0 ANNETTE STEWART PRESIDENT-ELECT 15.00 X X 0 0 0 LAUREN LEIPOLD SECRETARY 10.00 X X 0 0 0 MADHUMITA CHAKRABARTTI TREASURER 10.00 X X 0 0 0 KELSEY HOPKINS ACTING SECRETARY 10.00 X X 0 0 0 SIMONE VINOCOUR IMMEDIATE PAST PRESIDENT 5.00 X 0 0 0 PAWNEET ABRAMOWSKI DIRECTOR 5.00 X 0 0 0 DEBRA CURRAN DIRECTOR 5.00 X 0 0 0 MERRIE FRANKEL DIRECTOR 5.00 X 0 0 0 KIM HANSON DIRECTOR 5.00 X 0 0 0 STEPHANIE HAUGE DIRECTOR 5.00 X 0 0 0 EUNICE JEAN-PAUL DIRECTOR 5.00 X 0 0 0 DEEPA KESWANI DIRECTOR 5.00 X 0 0 0 JACQUELINE LINDEN DIRECTOR 5.00 X 0 0 0 SUSAN MIGLIACCIO DIRECTOR 5.00 X 0 0 0 CHEN RAI DIRECTOR 5.00 X 0 0 0 ALBANA THEKA DIRECTOR 5.00 X 0 0 0 TANNISHA TROUTMAN DIRECTOR 5.00 X 0 0 0 MICHAL WALTON DIRECTOR 5.00 X 0 0 0 ARMINDA MINDY YOUSE-WARDE DIRECTOR 5.00 X 0 0 0 JANET ZAGORIN DIRECTOR 5.00 X 0 0 0 LISA BUDDENHAGEN CHIEF TECHNOLOGY OFFICER/COO 40.00 X 100539 0 27000 ALISSA DESMARAIS EXECUTIVE DIRECTOR 40.00 X 106490 0 5469 207029 0 32469 2 0 0 0 0 101220 497587 598807 85372 85372 2195464 2203977 -8513 -8513 -8513 69545 75 69470 69470 OTHER 900099 9819 9819 9819 754955 0 0 156148 168000 168000 146549 146549 268106 227890 17131 23085 226696 159653 41331 25712 12721 9904 1545 1272 18179 11849 3829 2501 35576 27698 4320 3558 93025 77734 15291 21570 21570 32879 16789 16090 27971 21963 2655 3353 2801 2181 340 280 2971 2371 370 230 53627 41752 6512 5363 10597 8250 1287 1060 EQUIPMENT PURCHASES 481 433 48 MEMBERSHIP & DUES 300 234 36 30 1353 1054 164 135 1123402 924304 116381 82717 129211 262670 40365 16315 97036 13365 12523 13819 4093852 3990833 4372987 4297002 33227 50853 189056 149359 222283 200212 X 3821742 3853852 328962 242938 4150704 4096790 4372987 4297002 -368447 314532 0 X X 0 1 X 1 0 X 870634 804615 795043 640010 598807 3709109 870634 804615 795043 640010 598807 3709109 1271607 2437502 195867 158104 155400 95543 85372 690286 2560 2933 5493 3543 24518 6540 10658 9819 55078 4459966 42179 0.54650 0.54750 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 3,543. 2019 AMOUNT: $ 24,518. 2020 AMOUNT: $ 6,540. 2021 AMOUNT: $ 10,658. 2022 AMOUNT: $ 9,819. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1292566 314532 244649 559181 733385 21570 21570 754955 1346480 244649 244649 1101831 21570 21570 1123401 PART X, LINE 2: THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. 2023 ANNUAL AWARDS CEREMONY 18065 18065 75 GOLF OUTINGS 15325 15325 6 36155 36155 69545 69545 75 75 69470 1 BARUCH COLLEGE FUND ONE BERNARD BARUCH WAY NEW YORK NY 10010 237039817 501(C) 3 138000 0 N/A N/A UNDERGRADUATE MENTORING, PROFESSIONAL DEVELOPMENT PROGRAMS AND STUDY ABROAD SCHOLARSHIPS, FOR FWA MENTEES SETON HALL UNIVERSITY 400 SOUTH ORANGE AVENUE SOUTH ORANGE NJ 07079 221500645 501(C) 3 30000 0 N/A N/A UNDERGRADUATE SCHOLARSHIPS FOR FWA MENTEES 2 UNDERGRADUATE STUDENT STIPENDS 26 38099 N/A N/A UNDERGRAUDATE ACADEMIC SCHOLARSHIPS 24 108450 N/A N/A PART I, LINE 2: FOR GRANTS TO EDUCATIONAL ORGANIZATIONS (BARUCH UNIVERSITY AND SETON HALL), THE FWA RECEIVES DETAILED WRITTEN REPORTS ON HOW THE FUNDS WERE OR WILL BE USED TO SUPPORT MENTORING AND SCHOLARSHIP PROGRAMS, INCLUDING THE NAMES OF RECIPIENTS OF SCHOLARSHIP AND STIPEND FUNDS. FOR UNDERGRADUATE SCHOLARSHIPS AND STIPENDS GRANTED TO FORMER HIGH SCHOOL MENTEES WHO ARE ATTENDING COLLEGE (UNDERGRADUATE SCHOLARS), THE FWA MONITORS, AT LEAST ANNUALLY, RECIPIENTS' ENROLLMENT AND GRADE POINT AVERAGE (GPA) TO CONFIRM CONTINUED ELIGIBIITY. UNDERGRADUATE SCHOLARS MUST APPLY TO RENEW THEIR SCHOLARSHIPS ANNUALLY. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHO PAY ANNUAL MEMBERSHIP DUES. MEMBERS RECEIVE VARIOUS BENEFITS SUCH AS FREE ACCESS TO EVENTS AND PROGRAMS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S OFFICERS AND BOARD OF DIRECTORS ARE ELECTED ANNUALLY BY THE MEMBERS AT THE ANNUAL MEETING OF MEMBERS HELD IN JUNE. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL DRAFT VERSION OF THE FORM 990 IS PRESENTED TO THE BOARD FOR A PERIOD OF REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FWA'S CONFLICTS OF INTEREST POLICY PROHIBITS BOARD MEMBERS FROM ENGAGING IN ANY TRANSACTION OR ARRANGEMENT OR UNDERTAKING POSITIONS WITH OTHER ORGANIZATIONS THAT INVOLVE A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT. SHOULD THERE BE A CONFLICT, THE MEMBER WOULD RECUSE THEMSELVES FROM ANY DELIBERATIONS OR VOTING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF ALL STAFF MEMBERS, INCLUDING THE EXECUTIVE DIRECTOR AND CHIEF OPERATING OFFICER IS SET BY THE BOARD AS PART OF THE ANNUAL BUDGET APPROVAL PROCESS. THE BOARD RECEIVES RECOMMENDATIONS FROM THE OPERATIONS RESOURCE COMMITTEE (ORC), WHICH ARE IN TURN BASED ON RECOMMENDATIONS TO THE ORC FROM THE EXECUTIVE DIRECTOR AND CHIEF OPERATING OFFICER. THE EXECUTIVE DIRECTOR'S RECOMMENDATIONS INCLUDE COMPARABILITY DATA FROM INDEPENDENT 3RD PARTY SOURCES. THE ORC IS CHAIRED BY A MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE FWA DOES NOT GENERALLY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. COPIES OF TAX RETURNS AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO GRANTMAKING AGENCIES AND OTHER RELEVANT PARTIES UPON REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.