2024-08-13T14:25:06-05:00 2023-09-30 112318995 FARKOUH FURMAN & FACCIO LLP 460 PARK AVENUE NEW YORK NY 10022 990 2022-10-01 473894644 GIRLS WHO INVEST INC GIRL 2124395677 28 LIBERTY ST FL6 NEW YORK NY 10005 KATHERINE JOLLON COLSHER CEO 2124395677 2024-07-10 1 0 RICHARD J OREMUS P00730038 2122455900 2022 2024-08-08 14:25:15Z KATHERINE JOLLON COLSHER 28 LIBERTY ST FL6 NEW YORK NY 10005 13520252 0 X HTTP://WWW.GIRLSWHOINVEST.ORG X 2015 NY SEE SCHEDULE O 13 12 20 0 0 0 12717796 13204977 0 0 59127 315275 0 0 12776923 13520252 0 0 0 0 2064833 3519906 0 0 437492 3451274 4471407 5516107 7991313 7260816 5528939 17263658 22797882 727652 714084 16536006 22083798 X GIRLS WHO INVEST IS DEDICATED TO INCREASING THE NUMBER OF WOMEN AND NON-BINARY INVESTORS IN PORTFOLIO MANAGEMENT AND EXECUTIVE LEADERSHIP IN THE ASSET MANAGEMENT INDUSTRY. 0 0 4068338 SUMMER INTENSIVE PROGRAM: SUMMER INTENSIVE PROGRAM IS AN INTENSIVE 4 WEEK ACADEMIC TRAINING PROGRAM THAT PROVIDES CORE FINANCE AND INVESTMENT CONCEPTS TAUGHT BY LEADING EDUCATIONAL PARTNERS. UPON COMPLETION OF THE ACADEMIC TRAINING, SCHOLARS RECEIVE A 7 WEEK PAID INTERNSHIP AT A LEADING ASSET MANAGEMENT FIRM. 687541 ONLINE INTENSIVE PROGRAM (OIP): IS A TUITION-FREE, SELF-GUIDED INTENSIVE LEARNING EXPERIENCE THAT GIVES STUDENTS A SOLID FOUNDATION IN CORE FINANCE AND INVESTMENT CONCEPTS AT THEIR OWN PACE. 1701197 ALUMNI CAREER INSTITUTE: BEYOND THE SUMMER INTENSIVE AND ONLINE INTENSIVE PROGRAMS, GWI PROVIDES OPPORTUNITIES FOR ONGOING PROFESSIONAL DEVELOPMENT, TRAINING, AND COMMUNITY-BUILDING FOR OUR ALUMNI COMMUNITY. THE ALUMNI CAREER INSTITUTE IS SUPPORTED BY THREE PILLARS, CAREER PLACEMENT AND ADVISORY, CAREER PREPARATION, AND CAREER COMMUNITY AND CONNECTION. THESE PILLARS ARE ANCHORED IN PROVIDING EDUCATION, ACCESS, COMMUNITY, AND CONNECTION FOR WOMEN AND NON-BINARY INVESTORS ENTERING THE INVESTMENT MANAGEMENT INDUSTRY AND AIM TO KEEP ALUMNI ENGAGED AND RETAINED IN THE INDUSTRY, HELPING GWI GET CLOSER TO OUR VISION OF HAVING 30% OF THE WORLD'S INVESTABLE CAPITAL MANAGED BY WOMEN AND NON-BINARY INVESTORS BY 2030. 6457076 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 128 0 1 20 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA PA MA NY X X MICHELLE DEFOSSETT 2124395677 28 LIBERTY ST FL6 NEW YORK NY 10005 BAL DAS DIRECTOR 1.00 X 0 0 0 SUSAN CARTER DIRECTOR 1.00 X 0 0 0 MYRA DRUCKER DIRECTOR 1.00 X 0 0 0 SEEMA HINGORANI DIRECTOR 1.00 X 0 0 0 ANNA NIKOLAYEVSKY DIRECTOR 1.00 X 0 0 0 LARRY SCHLOSS DIRECTOR 1.00 X 0 0 0 BETTY HUNG DIRECTOR 1.00 X 0 0 0 KIM LEW DIRECTOR 1.00 X 0 0 0 CANDICE STACK DIRECTOR 1.00 X 0 0 0 BILGE YILMAZ DIRECTOR 1.00 X 0 0 0 PERRY GOLKIN DIRECTOR 1.00 X 0 0 0 TINA BYLES WILLIAMS DIRECTOR 1.00 X 0 0 0 COLLETTE CHILTON DIRECTOR 1.00 X 0 0 0 KATHERINE COLSHER CHIEF EXECUTIVE OFFICER 40.00 X 429500 0 1187 DEFOSSETT MICHELLE CHIEF OPERATING OFFICER 40.00 X 277774 0 22732 CRINDELL HUMPHREYS DIRECTOR OF CAREER DEVELOP 40.00 X 173702 0 12413 CHRISTINA MARIE KIM HEAD OF PARTNERSHIPS 40.00 X 216156 0 7102 HEATHER PERCEVAL HEAD OF PROGRAMS 40.00 X 205838 0 11987 1302970 0 55421 5 0 1 0 WHARTON ONLINE UNIVERSITY 3620 LOCUST WALK PHILADELPHIA PA 19104 ONLINE PROGRAM 723298 WALL STREET PREP 1330 BEACON STREET SUITE 355B BROOKLINE MA 02446 ONLINE INSTRUCTION 441527 FORESIGHTCSBM 425 EAST 79TH STREET SUITE 1F NEW YORK NY 10013 FINANCIAL SERVICES 198060 CORE STAFFING SERVICES INC 463 SEVENTH AVENUE STE 1800 NEW YORK NY 10018 PROGRAM AND EXECUTIVE SUPPORT SERVICES 188535 WATER AND WALL GROUP 19 W 21 ST 1202 NEW YORK NY 10010 PUBLIC RELATIONS/COMMUNICATIONS 164640 5 13204977 13204977 315275 315275 13520252 0 0 315275 1572000 1147560 251520 172920 1462185 1079645 226489 156051 82329 60433 12971 8925 205124 150569 32315 22240 198268 145536 31235 21497 80089 80089 95669 77019 18650 94018 94018 50137 50137 123387 123387 106211 77963 16733 11515 21003 21003 PROGRAM COST 3704553 3704553 CONTRACT SERVICES 122122 50572 58906 12644 RECRUITING 60057 36034 12011 12012 MISCELLANEOUS 8029 74 7944 11 6132 4137 968 1027 7991313 6457076 1096745 437492 2242122 3376564 7614446 7694157 7337540 10352476 67651 82103 1278346 1899 14236 17263658 22797882 471946 714084 255706 727652 714084 X 10386006 12036429 6150000 10047369 16536006 22083798 17263658 22797882 5528939 18853 0 X 0 1 X 1 0 X 5225257 5035930 5638147 12844508 13238074 41981916 5225257 5035930 5638147 12844508 13238074 41981916 7379209 34602707 1435 48481 114724 59127 315275 539042 42520958 0.81380 0.76740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 14915739 18851 1376636 1395487 13520252 0 13520252 0 0 0 0 0 SCHEDULE D, PART X, LINE 2 THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT LIABLE FOR FEDERAL OR STATE INCOME TAXES. THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A). THE ORGANIZATION HAS ADOPTED ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR RECOGNITION, MEASUREMENT, PRESENTATION AND DISCLOSURE RELATING TO UNCERTAIN TAX POSITIONS, WHICH PRESCRIBES A THRESHOLD OF MORE LIKELY THAT NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THERE ARE NO SUCH UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED SEPTEMBER 30, 2023. X X X X X X 0 0 0 0 0 0 0 0 0 KATHERINE COLSHER CHIEF EXECUTIVE OFFICER 345500 0 84000 0 0 0 1067 0 120 0 430687 0 0 0 DEFOSSETT MICHELLE CHIEF OPERATING OFFICER 247774 0 30000 0 0 0 9453 0 13279 0 300506 0 0 0 CHRISTINA MARIE KIM HEAD OF PARTNERSHIPS 196156 0 20000 0 0 0 6982 0 120 0 223258 0 0 0 HEATHER PERCEVAL HEAD OF PROGRAMS 190838 0 15000 0 0 0 0 0 11987 0 217825 0 0 0 CRINDELL HUMPHREYS DIRECTOR OF CAREER DEVELOP 163702 0 10000 0 0 0 6080 0 6333 0 186115 0 0 0 FORM 990, PART I, LINE 1 GIRLS WHO INVEST IS DEDICATED TO INCREASING THE NUMBER OF WOMEN AND NON-BINARY INVESTORS IN PORTFOLIO MANAGEMENT AND EXECUTIVE LEADERSHIP IN THE ASSET MANAGEMENT INDUSTRY. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS DRAFT OF FORM 990 WITH THE AUDIT AND FINANCE COMMITTEE AND PROVIDES EDITS TO THE PREPARER. AFTER THIS PROCESS THE AUDIT AND FINANCE COMMITTEE REVIEWS AND APPROVES THE FORM 990 PRIOR TO BEING FILED WITH THE IRS AND STATES. A COPY OF THE APPROVED FORM 990 IS PROVIDED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL REISSUANCE OF ELECTRONIC BOARD PACKAGE, INCLUDING THE CONFLICT OF INTERESTS POLICY FOR ALL MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE REVIEWS PERFORMANCE AND COMPENSATION OF THE CEO AND KEY PERSONNEL ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC UPON REQUEST AND THROUGH PUBLIC WEBSITES SUCH AS GUIDESTAR.ORG.