2025-02-17T12:16:53-06:00 2024-06-30 113266576 GRASSI & CO CPA'S PC 488 MADISON AVENUE NEW YORK NY 10022 990 2023-07-01 133092258 FWA OF NEW YORK INC FWAO 2125332141 580 FIFTH AVENUE 820 NEW YORK NY 100364762 ANNETTE STEWART PRESIDENT 2125332141 2025-02-13 1 1 DAVID ROTTKAMP P01303468 2126616166 2025-02-12 2023 2025-03-06 01:10:19Z ANNETTE STEWART 580 FIFTH AVENUE 820 NEW YORK NY 100364762 1934935 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. 22 22 6 50 0 0 598807 637517 0 0 76859 99733 79289 86394 754955 823644 314549 245398 0 0 561278 592810 0 0 99085 247575 262101 1123402 1100309 -368447 -276665 4297002 4462731 200212 203351 4096790 4259380 X PROMOTE THE PROFESSIONAL DEVELOPMENT AND ADVANCEMENT OF ALL WOMEN THROUGH EDUCATION, MENTORSHIP, NETWORKING, ALLIANCES, AND ADVOCACY ACROSS THE FINANCIAL SECTOR. 0 0 887783 245398 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 STATISTICS FOR THE FY24 FISCAL YEAR:FWA SCHOLARS PROGRAM- HIGH SCHOOL OF ECONOMICS AND FINANCE: PAIRED 10 MENTEES WITH 8 MENTORS PROVIDING PERSONAL GUIDANCE ON COLLEGE AND CAREER READINESS- AWARDED 18 FWA SCHOLARSHIPS TO STUDENTS ENROLLED AT 16 COLLEGES/UNIVERSITIES. FWA MENTORSHIP AND SCHOLARSHIP AT BARUCH COLLEGE- PAIRED AND SUPPORTED 47 FEMALE STUDENTS WITH FWA MENTORS, SCHOLARSHIPS AND STIPENDS.- 250 GRADUATE STUDENTS RECEIVED ADVANCED SKILLS FINANCE TRAINING AND 20 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.- 67 STUDENTS FROM 60 COLLEGES/UNIVERSITIES INTERNING AT 38 COMPANIES NATIONWIDE.MEMBER PROGRAMSTHE 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 FY24 FISCAL YEAR THE FWA PRESENTED 62 EVENTS WITH A TOTAL REGISTERED ATTENDANCE OF 2,021 PEOPLE. CONTENT WAS DEVELOPED THROUGH OUR VIBRANT MEMBER PROGRAM COMMITTEES: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, SIGNATURE EVENTSTHE FWA ALSO WORKS WITH CORPORATE PARTNERS TO IDENTIFY, SUPPORT AND DEVELOP HIGH POTENTIAL EMPLOYEES THROUGH OUR PROPRIETARY PACESETTERS PROGRAM. IN THE FY24 PROGRAM THE FWA SUPPORTED A DIVERSE COHORT OF 18 WOMEN FROM 10 FINANCIAL INSTITUTIONS. 887783 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 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 ALBANA THEKA PRESIDENT ELECT 15.00 X X 0 0 0 KELSEY HALLORAN SECRETARY 10.00 X X 0 0 0 MADHUMITA CHAKRABARTTI TREASURER 10.00 X X 0 0 0 ANNETTE STEWART PRESIDENT 20.00 X X 0 0 0 HERMINA NINA BATSON IMMEDIATE PAST PRESIDENT 5.00 X 0 0 0 ARIEL BOVERMAN DIRECTOR 5.00 X 0 0 0 BARBARA CALLAHAN DIRECTOR 5.00 X 0 0 0 CAROL CHAN DIRECTOR 5.00 X 0 0 0 DEBRA CURRAN DIRECTOR 5.00 X 0 0 0 ERICA BANJAMIN DIRECTOR 5.00 X 0 0 0 ERIN PRESTON DIRECTOR 5.00 X 0 0 0 ICHUN LAI DIRECTOR 5.00 X 0 0 0 JACQUELINE LINDEN DIRECTOR 5.00 X 0 0 0 JANNA TREYBICK DIRECTOR 5.00 X 0 0 0 JASON DODD DIRECTOR 5.00 X 0 0 0 KATRIN DAMBROT DIRECTOR 5.00 X 0 0 0 NELUN DES WIJEYERATNE DIRECTOR 5.00 X 0 0 0 PATTI DOMM DIRECTOR 5.00 X 0 0 0 PAWNEET ABRAMOWSKI DIRECTOR 5.00 X 0 0 0 STEPHANIE HAUGE DIRECTOR 5.00 X 0 0 0 SUSAN MIGLIACCIO DIRECTOR 5.00 X 0 0 0 TANNISHA TROUTMAN DIRECTOR 5.00 X 0 0 0 ALISSA DESMARAIS EXECUTIVE DIRECTOR 40.00 X 187763 0 16503 187763 0 16503 1 0 1 0 0 94299 543218 637517 81969 81969 1127416 1109652 17764 17764 17764 81811 1639 80172 80172 OTHER 900099 6222 6222 6222 823644 0 0 186127 141300 141300 104098 104098 194102 164987 9705 19410 299102 215909 43701 39492 13845 10661 1523 1661 49383 36896 6279 6208 36378 28011 4002 4365 25790 19858 2837 3095 22518 22518 70993 54665 7809 8519 32525 25112 2810 4603 2919 2248 321 350 1842 1418 203 221 91187 71476 10211 9500 12410 9556 1365 1489 MEMBERSHIP & DUES 300 231 33 36 1617 1357 124 136 1100309 887783 113441 99085 262670 128803 16315 16019 13365 52033 13819 3654 3990833 4262222 4297002 4462731 50853 42603 149359 160748 200212 203351 X 3853852 3991738 242938 267642 4096790 4259380 4297002 4462731 -276665 439255 0 X X 0 1 X 1 0 X 804615 795043 640010 598807 637517 3475992 804615 795043 640010 598807 637517 3475992 1268923 2207069 158104 155400 95543 85372 81969 576388 2933 2933 24518 6540 10658 9819 6222 57757 4113070 0.53660 0.54650 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 24,518. 2020 AMOUNT: $ 6,540. 2021 AMOUNT: $ 10,658. 2022 AMOUNT: $ 9,819. 2023 AMOUNT: $ 6,222. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1360177 439255 119796 559051 801126 22518 22518 823644 1197587 119796 119796 1077791 22518 22518 1100309 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 2021. IBC BERMUDA 36550 36550 1639 IBC GREECE 12380 12380 10 32881 32881 81811 81811 1639 1639 80172 1 BARUCH COLLEGE FUND ONE BERNARD BARUCH WAY NEW YORK NY 10010 237039817 501(C) 3 116300 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 25000 0 N/A N/A UNDERGRADUATE SCHOLARSHIPS FOR FWA MENTEES 2 UNDERGRADUATE STUDENT STIPENDS 19 21598 N/A N/A UNDERGRADUATE ACADEMIC SCHOLARSHIPS 18 82500 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. X X X 0 0 0 0 0 0 0 0 0 ALISSA DESMARAIS EXECUTIVE DIRECTOR 177763 0 10000 0 0 0 0 0 16503 0 204266 0 0 0 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.