2025-11-15T09:04:09-06:00 2024-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2024-01-01 571174548 100 WOMEN IN FINANCE FOUNDATION 100W 6095298032 888C 8TH AVENUE 453 NEW YORK NY 10019 REHANA FARRELL CEO 6095298032 2025-11-15 1 1 ALEXANDER LAZZARUOLO P01775353 2126617777 2024 2025-03-06 01:10:19Z REHANA FARRELL 888C 8TH AVENUE 453 NEW YORK NY 10019 1721296 0 X WWW.100WOMEN.ORG X 2003 NY SEE SCHEDULE O. 14 14 0 550 0 0 1287486 1011092 2500 50000 45993 98620 213194 122870 1549173 1282582 205000 0 0 0 434687 358695 0 0 126862 1388586 895568 2028273 1254263 -479100 28319 2393986 2393682 143757 153030 2250229 2240652 X SEE SCHEDULE O. 0 0 326106 STUDENT MEMBERSHIP: THANKS TO THE GENEROUS SUPPORT OF OUR INDUSTRY PARTNERS, 100 WOMEN IN FINANCE IS PROUD TO OFFER COMPLIMENTARY MEMBERSHIP TO CURRENTLY ENROLLED UNIVERSITY STUDENTS. THESE MAY BE YOUNG PEOPLE WHO MAY HAVE A FLEDGLING INTEREST IN FINANCE BUT DON'T KNOW WHERE TO BEGIN, OR THEY MAY ALREADY BE WELL-VERSED IN INDUSTRY OPPORTUNITIES AND LOOKING TO FURTHER DEVELOP THEIR NETWORK. IMPORTANTLY, A 100 WOMEN IN FINANCE MEMBERSHIP ALLOWS STUDENTS TO CONNECT NOT ONLY WITH WORKING PROFESSIONALS, BUT ALSO WITH PEERS AT COLLEGES AND UNIVERSITIES AROUND THE WORLD GIVING THEM INSIGHT BEYOND WHAT THEIR SPECIFIC UNIVERSITY MAY OFFER. AT PRESENT, THERE ARE 4,900+ STUDENT MEMBERS OF 100 WOMEN IN FINANCE WHO HAVE BEEN ENGAGED THROUGH STRATEGIC PARTNERSHIPS, UNIVERSITY PRESENTATIONS, SOCIAL MEDIA, AND WORD OF MOUTH. STUDENTS CAN PARTICIPATE IN EDUCATIONAL EVENTS WHICH ARE LED BY INDUSTRY ICONS AND EXPERTS. THE PANELS AND PRESENTATIONS GO DEEP INTO TOPICS RELATED TO THE FINANCE, ALTERNATIVE INVESTMENTS, MACRO TRENDS, LEADERSHIP AND PROFESSIONAL DEVELOPMENT. 109565 50000 LAUNCHME IS A GLOBAL MENTORSHIP PROGRAM CONNECTING EARLY-CAREER PROFESSIONALS AND STUDENTS WITH EXPERIENCED INDUSTRY PROFESSIONALS TO EXPLORE CAREER OPPORTUNITIES, BROADEN PROFESSIONAL NETWORKS, DEVELOP ESSENTIAL CAREER SKILLS, AND STRENGTHEN BUSINESS ACUMEN. SINCE ITS INCEPTION IN 2022, THE PROGRAM HAS ENGAGED OVER 800 PARTICIPANTS ACROSS MORE THAN 17 COUNTRIES THROUGH ONE-ON-ONE MENTORING, GROUP SESSIONS, AND PROFESSIONAL DEVELOPMENT AND NETWORKING EVENTS; RESULTING IN ACCESS TO A BROADER RANGE OF CAREER POSSIBILITIES, MEANINGFUL PROFESSIONAL RELATIONSHIPS, AND STRENGTHENED LEADERSHIP SKILLS. 69608 JUMPSTART: AN INDUSTRY INTRODUCTION PROGRAM. JUMPSTART OPERATES BOTH AT THE GLOBAL LEVEL (VIRTUAL) AND IN SELECT REGIONS (IN-PERSON) AROUND THE WORLD. IN BOTH INSTANCES, THE PROGRAM PROVIDES UNIVERSITY STUDENTS WITH AN INTRODUCTION TO THE FINANCIAL SERVICES INDUSTRY AND THE OPPORTUNITY TO MEET EXPERIENCED PROFESSIONALS. IN MANY WAYS, JUMPSTART IS EXACTLY WHAT THE NAME SUGGESTS: AN ENTRY-POINT INTO THE FINANCE INDUSTRY FROM WHICH STUDENTS CAN CONTINUE TO BUILD AND EXPLORE. THROUGHOUT THE COURSE OF THE PROGRAM, PARTICIPANTS RECEIVE CAREER GUIDANCE, INDUSTRY INFORMATION, INTERVIEWING AND NETWORKING TIPS, AND OPPORTUNITIES TO INTERACT WITH PROFESSIONALS, RECRUITERS, AND FELLOW STUDENTS FROM AROUND THE WORLD. THE PROGRAM IS INTENDED TO SERVE AS A PRE-INTERNSHIP PRIMER AND IS GEARED FOR STUDENTS AT ANY STAGE OF THEIR CAREER EXPLORATION. SOME MAY HAVE ALREADY LANDED FINANCE INTERNSHIPS, WHILE OTHERS ARE SEEKING GUIDANCE ABOUT WHERE TO BEGIN THEIR SEARCH. TO COMPLEMENT JUMPSTART PROGRAMMING AT THE GLOBAL LEVEL, WE HOST ONE-DAY IN-PERSON EDUCATION EVENTS FOR STUDENTS IN SELECT GEOGRAPHIES. IN THE SPRING AND FALL, A HALF-DAY PROGRAM IN HONG KONG COLLEGE STUDENTS WERE ABLE TO MEET EXPERIENCED PROFESSIONALS IN THE FINANCIAL SERVICES INDUSTRY. 35143 FIRST IMPRESSIONS DINNER: THE CORPORATE HOST INVITES A BESPOKE LIST OF ITS SENIOR EXECUTIVES, CLIENTS AND THEIR DAUGHTER, NIECE OR MENTEE. 100 WOMEN IN FINANCE ALSO INVITES A GROUP OF FEMALE STUDENTS FROM THE LOCAL PUBLIC OR PARTNER SCHOOLS. A PANEL DISCUSSION FOR THE ADULTS AND STUDENTS IS HELD WITH WOMEN IN THE INDUSTRY FROM DIFFERENT ROLE TYPES TO SHARE THEIR POTENTIAL STORIES AND DESCRIBE WHAT THEY DO ON A DAY-TO DAY BASIS. FOLLOWING THE PRESENTATION, STUDENTS SIT WITH THE PANELISTS AND ROLE MODELS TO ASK QUESTIONS OPENLY OVER DINNER. 35143 540422 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 10 0 1 0 0 1 HK 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CT IL MA MN NJ NY PA FL X X JOAN WERNER 6095298032 888-C 8TH AVENUE 453 NEW YORK NY 10019 X CAROLE CRAWFORD CHAIR 5.00 5.00 X X 0 0 0 SARAH DYER DANA VICE-CHAIR 5.00 5.00 X X 0 0 0 HEATHER WYCKOFF SECRETARY 1.00 1.00 X X 0 0 0 LISA PETRELLI TREASURER 5.00 5.00 X X 0 0 0 DAGMAR BAEUERLE DIRECTOR 1.00 1.00 X 0 0 0 RUPAL BHANSALI DIRECTOR 1.00 1.00 X 0 0 0 CHRISTINA BODDEN DIRECTOR TO 1/2024 1.00 1.00 X 0 0 0 ULRIKE HOFFMANN-BURCHARDI DIRECTOR 1.00 1.00 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 MICHELLE MORRIS DIRECTOR 1.00 1.00 X 0 0 0 ARCHANA PAREKH DIRECTOR 1.00 1.00 X 0 0 0 ULRIKA ROBERTSSON DIRECTOR 5.00 5.00 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 KELLAN BROWN COO/CDO FROM 11/2024 8.00 32.00 X 0 37500 6216 MICHELLE BUSHE CFO TO 8/2024 8.00 32.00 X 0 163205 13679 DEBORAH MCLEAN INTERIM EXECUTIVE DIRECTOR 8.00 32.00 X 0 189600 0 ALEXIS BELLADONNA GLOBAL DIR OF MEMBERSHIP 8.00 32.00 X 0 111395 18789 MICHELE GULITTI GLOBAL DIR OF MARKETING/COMM 8.00 32.00 X 0 103000 8788 JOAN WERNER FINANCE DIRECTOR 8.00 32.00 X 0 125000 18695 0 729700 66167 0 0 1 0 0 651670 359422 1011092 PROGRAM REVENUE 900099 50000 50000 50000 98620 98620 561584 651670 438714 122870 122870 1282582 50000 0 221490 X 299180 107825 134326 57029 12510 4509 5617 2384 24097 8685 10819 4593 22908 8256 10285 4367 21637 21637 164321 164321 561823 401375 101959 58489 87174 87174 9130 9130 28138 28138 11424 11424 2149 2149 PRGM DEVELOPMENT EVENTS 9772 9772 1254263 540422 586979 126862 599537 685354 1661213 1412027 0 25000 15367 15449 94278 56403 37872 25705 23591 12167 0 187282 2393986 2393682 62900 24506 0 128524 80857 0 143757 153030 X 2239310 2179733 10919 60919 2250229 2240652 2393986 2393682 X 28319 -12382 -11466 -14048 X 0 1 X 1 0 X 1419193 2671819 1770790 1287486 1011092 8160380 1419193 2671819 1770790 1287486 1011092 8160380 1089146 7071234 3358 -4831 553 45993 98620 143693 7233 7233 8311306 556269 0.85080 0.86180 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CARES ACT - ERTC - 2023 AMOUNT: $ 7,233. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37872 25705 12167 12167 INTERCOMPANY RECEIVABLE 187282 187282 EAST ASIA AND THE PACIFIC 0 1 MANAGEMENT 133759 EAST ASIA AND THE PACIFIC 0 0 FUNDRAISING 195076 0 1 0 0 0 1 328835 0 328835 0 0 0 0 0 0 NY GALA 2023 788532 651670 136862 130000 113638 HONG KONG GALA 2023 424722 424722 126914 10855 57307 1213254 651670 561584 256914 10855 170945 438714 122870 1 X X X 1 0 0 0 0 0 0 0 0 DEBORAH MCLEAN INTERIM EXECUTIVE DIRECTOR 0 189600 0 0 0 0 0 0 0 0 0 189600 0 0 MICHELLE BUSHE CFO TO 8/2024 0 126667 0 0 0 36538 0 5000 0 8679 0 176884 0 0 PART I, LINE 4A MICHELLE BUSHE, FORMER CFO, RECEIVED $36,538.46 IN SEVERANCE PAY DURING 2024. PART I - LINE 1 THE MISSION OF THE 100 WOMEN IN FINANCE FOUNDATION IS TO ADVANCE WOMEN'S REPRESENTATION IN THE FINANCE INDUSTRY BY FUNDING INITIATIVES THAT CREATE PATHWAYS INTO FINANCE FOR DIVERSE, PRE-CAREER WOMEN AND BY SUPPORTING WOMEN AT ALL CAREER STAGES TO ACHIEVE THEIR PROFESSIONAL POTENTIAL. PART III - LINE 1 THE MISSION OF THE 100 WOMEN IN FINANCE FOUNDATION IS TO ADVANCE WOMEN'S REPRESENTATION IN THE FINANCE INDUSTRY BY FUNDING INITIATIVES THAT CREATE PATHWAYS INTO FINANCE FOR DIVERSE, PRE-CAREER WOMEN AND BY SUPPORTING WOMEN AT ALL CAREER STAGES TO ACHIEVE THEIR PROFESSIONAL POTENTIAL. FORM 990, PART VI, SECTION A, LINE 3 DURING 2024, THE MANAGEMENT FUNCTIONS OF THE ORGANIZATION WERE DELEGATED TO AN INDEPENDENT CONTRACTOR, DEBORAH MCLEAN, SERVING AS INTERIM EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO ALL FOUNDATION BOARD MEMBERS 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 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE INTERIM EXECUTIVE AND COO/CDO INCLUDED THE REFERENCED COMP STUDY, AND THE FINANCE COMMITTEE REVIEWED AND APPROVED THEIR COMP THROUGH THE BUDGETING PROCESS. 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. PART VII THE ORGANIZATION DID NOT HAVE AN ACTIVE CEO OR EQUIVALENT DURING 2024. THE BOARD OF DIRECTORS COLLECTIVELY MANAGED THE ORGANIZATION'S OPERATIONS AND OVERSAW ALL EXECUTIVE FUNCTIONS. AN INDEPENDENT CONTRACTOR WAS HIRED AS AN INTERIM EXECUTIVE DIRECTOR. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 398,193. MANAGEMENT AND GENERAL EXPENSES 97,994. FUNDRAISING EXPENSES 56,806. TOTAL EXPENSES 552,993. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 3,182. MANAGEMENT AND GENERAL EXPENSES 3,965. FUNDRAISING EXPENSES 1,683. TOTAL EXPENSES 8,830. FORM 990, PART XI, LINE 9: FOREIGN EXCHANGE GAIN (LOSS) -14,048. 100WF HONG KONG FOUNDATION LIMITED 31/F TOWER TWO TIMES SQUARE MATHESON ST CAUSEWAY BAY HK FUNDRAISING HK 425444 594389 100 WOMEN IN FINANCE FOUNDATION 100WF SINGAPORE LIMITED 9 STRAITS VIEW 06-07 MARINA ONE WE SINGAPORE SN 018937 FUNDRAISING & EDUCATION PROGRAMS SN 0 5979 100 WOMEN IN FINANCE FOUNDATION 100 WOMEN IN FINANCE ASSOCIATION 888-C 8TH AVE 453 NEW YORK NY 10019 571174550 MEMBERSHIP NY 501(C)(6) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 100 WOMEN IN FINANCE ASSOCIATION INC Q 187282 FMV