2025-03-05T13:28:28-06:00 2024-07-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2023-08-01 134024627 WORKING IN SUPPORT OF EDUCATION INC WORK 2124212700 227 EAST 56TH STREET 201 NEW YORK NY 10022 DAVID ANDERSON PRESIDENT & CEO 2124212700 2025-03-05 1 1 EVA MRUK P00543254 2122862600 2025-03-05 2023 2025-03-06 01:10:19Z DAVID ANDERSON 227 EAST 56TH STREET 201 NEW YORK NY 10022 3256171 0 X WWW.WISE-NY.ORG X 1998 NY TO IMPROVE ECONOMIC MOBILITY THROUGH PROGRAMS THAT DEVELOP FINANCIAL LITERACY AND READINESS FOR COLLEGE AND CAREERS. 15 13 18 351 0 0 1187671 1063132 1503593 1612539 77345 107885 6683 -970 2775292 2782586 63025 6500 0 0 1590912 1489522 0 0 326683 947486 1087682 2601423 2583704 173869 198882 3095165 2824298 860394 393961 2234771 2430337 THE MISSION OF W!SE IS TO IMPROVE ECONOMIC MOBILITY THROUGH PROGRAMS THAT DEVELOP FINANCIAL LITERACY AND READINESS FOR COLLEGE AND CAREERS. OUR SUCCESS IS BUILT ON FIVE PILLARS RELEVANCY, DIGITAL LEADERSHIP, REAL-WORLD EXPERIENCES, VOLUNTEERISM, AND EVALUATION. 0 0 1900016 6500 1612539 EVERY DAY, THROUGH AWARD-WINNING PROGRAMS AND SERVICES, W!SE TRANSFORMS THE LIVES OF THOUSANDS OF STUDENTS, EDUCATORS AND ADULTS FROM ALL CORNERS OF THE U.S. WE PROVIDE HIGH SCHOOL TEACHERS WITH THE TRAINING AND TOOLS TO HELP THEIR STUDENTS BECOME FINANCIALLY LITERATE YOUNG ADULTS. WE OFFER THESE STUDENTS AN OPPORTUNITY TO EARN OUR COVETED FINANCIAL LITERACY CERTIFICATION; WE INSPIRE YOUNG PEOPLE TO DEVELOP THE PASSION AND SKILLS TO BECOME BETTER PREPARED FOR COLLEGE AND CAREERS; AND WE GUIDE ADULTS FROM ALL WALKS OF LIFE, ESPECIALLY THOSE WHO ARE UNDERSERVED AND VULNERABLE, ONTO A PATH OF FINANCIAL INDEPENDENCE. 1900016 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY CA VA IL MA X X DAVID ANDERSON 2124212700 227 EAST 56TH STREET 201 NEW YORK NY 10022 PHYLLIS FRANKFORT PERILLO DIRECTOR 40.00 X 3938 0 0 DAVID ANDERSON PRESIDENT/CEO 40.00 X X 225000 0 68815 KRESIMIR MARUSIC CHAIR 2.00 X X 0 0 0 KAMALA ANANTHARAM VICE CHAIR & TREASURER THRU SEPT 2023 2.00 X X 0 0 0 JAMES ABRY SECRETARY/DIRECTOR 2.00 X X 0 0 0 JOHN STANZIALE TREASURER/DIRECTOR THRU APR. 1, 2024 2.00 X X 0 0 0 KATE FARADAY DIRECTOR 1.00 X 0 0 0 HADY FARAG DIRECTOR 1.00 X 0 0 0 JACQUES FRIEDMAN DIRECTOR 1.00 X 0 0 0 JASMINE GOLUBIC DIRECTOR 1.00 X 0 0 0 BRUCE KASMAN DIRECTOR 1.00 X 0 0 0 TATYANA KIBRIK DIRECTOR 1.00 X 0 0 0 VICTOR MITCHELL DIRECTOR 1.00 X 0 0 0 ROBERT PINARD DIRECTOR THRU NOV 2023 1.00 X 0 0 0 ANNEICIA RICHARDS DIRECTOR 1.00 X 0 0 0 MARTIN SMIT DIRECTOR 1.00 X 0 0 0 MIKE WARSZAWSKI DIRECTOR 1.00 X 0 0 0 DARIO STIPISIC SENIOR DIRECTOR, FINANCIAL 40.00 X 127714 0 33339 KRISTY NGUYEN SENIOR VICE PRESIDENT 40.00 X 137916 0 23259 LILAI TECKIE ASSISTANT DIRECTOR OF DEVELOPMENT 40.00 X 101800 0 13649 596368 0 139062 4 0 1 0 INTERNET TESTING SYSTEMS 3000 CHESTNUT AVENUE SUITE 401 BALTIMORE MD 21211 STUDENT TESTING 353331 1 20238 52977 989917 1063132 PROGRAM AND SERVICE FE 611710 1612539 1612539 1612539 65166 65166 509062 466343 42719 42719 42719 5905 20238 7242 -1337 -1337 TRANSLATION ADJUSTMENT 900099 367 367 367 2782586 1612539 0 106915 1500 1500 5000 5000 250080 62520 187560 998561 763656 117417 117488 57276 54153 3123 82091 61030 8067 12994 101514 85000 7873 8641 100395 100395 4289 4289 123638 116004 7634 8923 8923 33072 19047 14025 388709 368622 20087 95535 76591 18944 171758 170861 897 104778 94959 9819 26035 26035 11670 3528 8142 AWARDS & BANNERS 15261 15261 STATE REGISTRATIONS 3619 2284 1335 2583704 1900016 357005 326683 366870 626394 1393185 1257941 2471 0 496647 169813 11927 21245 218951 194173 42710 24778 612586 656589 17042 8938 151727 58600 3095165 2824298 131275 134192 93743 88212 4000 114000 631376 57557 860394 393961 X 1944465 1983798 290306 446539 2234771 2430337 3095165 2824298 198882 -3316 0 X X 0 1 X 1 0 X 437736 1168943 1025272 1187671 1063132 4882754 437736 1168943 1025272 1187671 1063132 4882754 1656530 3226224 22805 16587 13724 31875 65166 150157 21550 367 21917 5054828 6696589 0.63820 0.66570 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 1,050. TRANSLATION ADJUSTMENT - 2022 AMOUNT: $ 20,500. 2023 AMOUNT: $ 367. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 82447 82447 0 125392 100614 24778 11112 11112 0 24778 LEASE LIABILITY 57557 57557 X 3413203 -3316 630980 7242 634906 2778297 4289 4289 2782586 3217637 630980 7242 638222 2579415 4289 4289 2583704 PART X, LINE 2: WISE RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT IS NOT AWARE OF ANY VIOLATIONS OF ITS TAX STATUS AS ORGANIZATIONS EXEMPT FROM INCOME TAX, NOR OF ANY EXPOSURE TO UNRELATED BUSINESS INCOME TAX THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. WISE IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES REPORTED IN PART VIII 7,242. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES REPORTED IN PART VIII 7,242. 5K FUN RUN 21143 15238 5905 1025 5085 TASTE OF W!SE 5000 5000 815 317 26143 20238 5905 1025 815 5402 7242 -1337 1 FINANCIAL LITERACY AMBASSADOR AWARD 5 5000 PART I, LINE 2: SCHOLARSHIPS ARE GRANTED TO HIGH SCHOOL STUDENTS WHO PARTICIPATE IN AND WIN COMPETITIONS HELD BY THE ORGANIZATION. THE SCHOLARSHIPS ARE PAID DIRECTLY TO THE COLLEGE THAT THE STUDENT IS ATTENDING. A COPY OF THE STUDENT'S TUITION INVOICE IS SUBMITTED TO THE ORGANIZATION FOR PAYMENT TO THE COLLEGE. X X X X 0 0 0 0 0 0 0 0 0 DAVID ANDERSON PRESIDENT/CEO 225000 0 0 0 0 0 60432 0 8383 0 293815 0 0 0 KRISTY NGUYEN SENIOR VICE PRESIDENT 137916 0 0 0 0 0 8519 0 14740 0 161175 0 0 0 DARIO STIPISIC SENIOR DIRECTOR, FINANCIAL 127714 0 0 0 0 0 6500 0 26839 0 161053 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. IT IS REVIEWED BY THE PRESIDENT & CEO AND THE FINANCE, AUDIT, & INVESTMENT COMMITTEE. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WHICH IT CONSISTENTLY MONITORS AND ENFORCES. ALL DIRECTORS, OFFICERS, AND EMPLOYEES OF THE ORGANIZATION ANNUALLY SIGN A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, DISCLOSING ANY POTENTIAL CONFLICTS THAT MAY EXIST. THE DOCUMENTS ARE SUBMITTED TO THE PRESIDENT & CEO WHO REVIEWS THE SIGNED ATTESTATIONS. THE BOARD OF DIRECTORS DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS AND DECIDES WHETHER THE ORGANIZATION MAY ENTER INTO THE PROPOSED TRANSACTION OR ARRANGEMENT. THE PERSON WITH THE ACTUAL CONFLICT OF INTEREST IS PROHIBITED FROM VOTING ON THE MATTER GIVING RISE TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE PRESIDENT AND CEO IS ANNUALLY REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE USES FORM 990S OF OTHER ORGANIZATIONS WITH A COMPARABLE MISSION AND IN A COMPARABLE MARKET. THE DECISION IS CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE MEETING. THE PROCESS LAST OCCURRED IN AUGUST 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE WHICH ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.