2026-08-04T14:48:04-05:00 2025-09-30 651164012 PROSPERITY PARTNERS 575 MADISON AVENUE 14TH FL NEW YORK NY 10022 990 2024-10-01 473894644 GIRLS WHO INVEST INC GIRL 2124395677 28 LIBERTY ST FL6 NEW YORK NY 10005 MICHELLE DEFOSSETT CHIEF OPERATING OFFICER 2124395677 2026-07-30 1 0 RICHARD J OREMUS P00730038 2122455900 2024 2025-03-06 01:10:19Z MICHELLE DEFOSSETT 28 LIBERTY ST FL6 NEW YORK NY 10005 13837535 0 X HTTP://WWW.GIRLSWHOINVEST.ORG X 2015 NY SEE SCHEDULE O 17 16 29 0 0 0 9897242 11150831 0 2192131 478343 494573 0 0 10375585 13837535 0 0 0 0 4130175 5028234 0 0 841279 4988993 6522946 9119168 11551180 1256417 2286355 25945581 28488714 2553498 2811014 23392083 25677700 X GIRLS WHO INVEST IS DEDICATED TO TRANSFORMING THE INVESTMENT MANAGEMENT INDUSTRY BY ATTRACTING AND ADVANCING INVESTORS, CHANGE-MAKERS, AND LEADERS. 0 0 5772064 SUMMER INTENSIVE PROGRAM (SIP): OUR 4-WEEK ACADEMIC TRAINING AT THE WHARTON SCHOOL OF UNIVERSITY OF PENNSYLVANIA, LED BY TOP UNIVERSITY PROFESSORS AND FOLLOWED BY A 7-WEEK PAID, FRONTLINE INVESTING INTERNSHIP AT ONE OF 130+ LEADING INVESTMENT MANAGEMENT FIRMS. 1467474 ONLINE INTENSIVE PROGRAM (OIP): OUR SELF-DIRECTED, ASYNCHRONOUS EDUCATIONAL PROGRAM, WHICH ALLOWS INDEPENDENT LEARNERS TO MASTER FINANCE AND INVESTING FUNDAMENTALS. A LIMITED SUBSET OF THIS POPULATION IS ALSO PLACED IN INTERNSHIPS. 2543621 ALUMNI CAREER INSTITUTE: CAREER ADVISORY SERVICES, COMMUNITY BUILDING, AND CONNECTIONS FOR OUR ALUMNI AT ALL STAGES OF THEIR CAREERS. ALL ALUMNI CAN ACCESS EXCLUSIVE CAREER RESOURCES AND FIND OTHER ALUMNI WORKING AT THEIR FIRM ON THE GWI CAREER PORTAL. 9783159 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 1 135 0 1 29 1 0 0 0 0 0 0 0 0 0 0 X 17 16 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 KATHERINE COLSHER CHIEF EXECUTIVE OFFICER 40.00 X X 512125 0 17250 KIM LEW DIRECTOR 1.00 X 0 0 0 BAL DAS DIRECTOR 1.00 X 0 0 0 MYRA DRUCKER DIRECTOR - END DATE 10/24 1.00 X 0 0 0 SEEMA HINGORANI DIRECTOR 1.00 X 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 HEATHER MINER 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 LISA MCGOWAN DIRECTOR 1.00 X 0 0 0 AVI BANYASZ DIRECTOR - START DATE 10/24 1.00 X 0 0 0 ROBERT BITTENCOURT DIRECTOR - START DATE 02/25 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 PERRY GOLKIN DIRECTOR 1.00 X 0 0 0 MICHELLE DEFOSSETT CHIEF OPERATING OFFICER 40.00 X 346737 0 34490 HEATHER PERCEVAL HEAD OF PROGRAMS AND CAREER ADVANCEMENT 40.00 X 288462 0 11373 CHRISTINA MARIE KIM HEAD OF PARTNERSHIPS 40.00 X 252039 0 33791 GINA ARONSTEIN DIRECTOR OF COMMUNICATIONS AND MARKETING 40.00 X 175025 0 9178 MARIA GARCIA ASAYAG DIRECTOR OF RECRUITING AND ADMISSIONS 40.00 X 178990 0 22331 MAYELA CALDERON DIRECTOR OF DEVELOPMENT 40.00 X 171650 0 332 1925028 0 128745 13 0 1 0 WHARTON GLOBAL YOUTH PROGRAM 3730 WALNUT STREET PHILADELPHIA PA 19104 EDUCATIONAL SERVICES 986243 WALL STREET PREP INC 1330 BEACON STREET STE 355B BROOKLINE MA 02446 EDUCATIONAL SERVICES 577897 WHARTON ONLINE UNIVERSITY 3730 WALNUT STREET PHILADELPHIA PA 19104 EDUCATIONAL SERVICES 333884 STARLING STRATEGY 5197 MAIN ST WAITSFIELD VT 05673 ADVISORY SERVICES 320963 THE BOSTON CONSULTING GROUP 200 PIER FOUR BOULEVARD BOSTON MA 02210 ADVISORY SERVICES 300000 5 11150831 11150831 2192131 2192131 2192131 494573 494573 13837535 0 0 2686704 2138678 1618017 196311 324350 2161347 1635167 198392 327788 161191 121949 14796 24446 250219 189303 22968 37948 316799 239674 29079 48046 209832 209832 37800 37800 78974 78974 39271 39271 114759 61282 41192 12285 222546 168367 20428 33751 9945 9945 23653 23653 PROGRAM COST 5352308 5352308 CONTRACT SERVICES 360461 276915 59141 24405 PAYROLL SERVICES 51653 39078 4741 7834 MISCELLANEOUS 18935 18935 2809 2125 258 426 11551180 9783159 926742 841279 2027050 5741821 11376754 11805889 9835770 8038177 570822 666474 2120949 2197554 14236 38799 25945581 28488714 950498 1236121 1603000 1574893 2553498 2811014 X 14053114 17457231 9338969 8220469 23392083 25677700 25945581 28488714 2286355 -738 0 X 0 1 X 1 0 X 5638147 12844508 13238074 9834152 11213424 52768305 5638147 12844508 13238074 9834152 11213424 52768305 4881365 47886940 114724 59127 315275 478342 434903 1402371 54170676 0.88400 0.86820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 15365941 -738 1529144 1528406 13837535 0 13837535 13080324 1529144 1529144 11551180 0 11551180 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, 2025. X X X X X X 0 0 0 0 0 0 0 0 0 KATHERINE COLSHER CHIEF EXECUTIVE OFFICER 426125 0 86000 0 0 0 17250 0 0 0 529375 0 0 0 MICHELLE DEFOSSETT CHIEF OPERATING OFFICER 291737 0 55000 0 0 0 17250 0 17240 0 381227 0 0 0 HEATHER PERCEVAL HEAD OF PROGRAMS AND CAREER ADVANCEM 227462 0 61000 0 0 0 0 0 11373 0 299835 0 0 0 CHRISTINA MARIE KIM HEAD OF PARTNERSHIPS 206039 0 46000 0 0 0 11592 0 22199 0 285830 0 0 0 MARIA GARCIA ASAYAG DIRECTOR OF RECRUITING AND ADMISSION 162490 0 16500 0 0 0 9137 0 13194 0 201321 0 0 0 GINA ARONSTEIN DIRECTOR OF COMMUNICATIONS AND MARKE 162225 0 12800 0 0 0 8765 0 413 0 184203 0 0 0 MAYELA CALDERON DIRECTOR OF DEVELOPMENT 155650 0 16000 0 0 0 0 0 332 0 171982 0 0 0 FORM 990, PART I, LINE 1 GIRLS WHO INVEST (GWI) IS A NON-PROFIT ORGANIZATION DEDICATED TO TRANSFORMING THE INVESTMENT MANAGEMENT INDUSTRY BY ATTRACTING AND ADVANCING INVESTORS, CHANGE-MAKERS, AND LEADERS. GWI DOES THIS THROUGH TUITION-FREE EDUCATION PROGRAMS FOR FIRST-AND SECOND-YEAR COLLEGE STUDENTS. BEYOND OUR EDUCATION PROGRAMS, GWI PROVIDES CAREER ADVISORY SERVICES, COMMUNITY BUILDING AND SUPPORT FOR OUR ALUMNI AT ALL STAGES IN THEIR CAREERS, WITH A FOCUS ON LONG-TERM PROFESSIONAL DEVELOPMENT, RETENTION AND ADVANCEMENT. 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.