Nonprofit · EIN 13-4024627
WORKING IN SUPPORT OF EDUCATION
Tax-exempt · NEW YORK, NY 10022
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $3,001,119 | $2,877,142 | $123,977 | $3,606,413 | $1,002,873 | $2,603,540 |
| July 31, 2024 | 990 | $2,782,586 | $2,583,704 | $198,882 | $2,824,298 | $393,961 | $2,430,337 |
| July 31, 2023 | 990 | $2,775,292 | $2,601,423 | $173,869 | $3,095,165 | $860,394 | $2,234,771 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $1,456,400
- of which government grants
- $13,000
- Program service revenue
- $1,417,726
- Investment income
- $61,661
- Net gain from sales of assets
- -$5,063
- Net income from fundraising events
- $61,449
- Other revenue
- $65,332
Expenses
- Grants and similar amounts paid
- $10,375
- Compensation of officers, directors and key employees
- $292,800
- Other salaries and wages
- $1,225,589
- Salaries, compensation and benefits (total)
- $1,800,209
- Professional fundraising fees
- $0
- Accounting fees
- $142,072
- Occupancy
- $101,664
- Travel
- $106,710
- Depreciation
- $23,802
- Program services (functional)
- $1,990,220
- Management and general (functional)
- $359,908
- Fundraising (functional)
- $527,014
Balance sheet and other
- Total assets, start of year
- $2,824,298
- Total assets, end of year
- $3,606,413
- Total liabilities, end of year
- $1,002,873
- Net assets, end of year
- $2,603,540
- Land, buildings and equipment
- $32,434
- Publicly traded securities
- $677,064
- Net assets without donor restrictions
- $2,138,751
- Net assets with donor restrictions
- $464,789
- Gross receipts
- $3,366,374
- Employees
- 21
- Volunteers
- 434
- Year formed
- 1998
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID ANDERSON | PRESIDENT/CEO Trustee or director, Officer | 40 | $239,761 | $23,622 |
| KRISTY NGUYEN | SENIOR VICE PRESIDENT Highest-paid employee | 40 | $144,915 | $26,949 |
| DARIO STIPISIC | SENIOR DIRECTOR, FINANCIAL Highest-paid employee | 40 | $133,018 | $36,092 |
| LILAI TECKIE | ASSISTANT DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $105,842 | $24,502 |
| KRESIMIR MARUSIC | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KAMALA ANANTHARAM | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JAMES ABRY | SECRETARY/DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| KATE FARADAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HADY FARAG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACQUES FRIEDMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JASMINE GOLUBIC | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRUCE KASMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TATYANA KIBRIK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VICTOR MITCHELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PHYLLIS FRANKFORT PERILLO | DIRECTOR Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNEICIA RICHARDS | DIRECTOR Trustee or director | 1 | $0 |
| MARTIN SMIT | DIRECTOR Trustee or director | 1 | $0 |
| JOHN STANZIALE | DIRECTOR Trustee or director | 1 | $0 |
| MIKE WARSZAWSKI | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended July 31, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID ANDERSON | PRESIDENT/CEO Trustee or director, Officer | 40 | $225,000 | $68,815 |
| KRISTY NGUYEN | SENIOR VICE PRESIDENT Highest-paid employee | 40 | $137,916 | $23,259 |
| DARIO STIPISIC | SENIOR DIRECTOR, FINANCIAL Highest-paid employee | 40 | $127,714 | $33,339 |
| LILAI TECKIE | ASSISTANT DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $101,800 | $13,649 |
| PHYLLIS FRANKFORT PERILLO | DIRECTOR Trustee or director | 40 | $3,938 | $0 |
| KRESIMIR MARUSIC | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KAMALA ANANTHARAM VICE | CHAIR & TREASURER THRU SEPT 2023 Trustee or director, Officer | 2 | $0 | $0 |
| JAMES ABRY | SECRETARY/DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| JOHN STANZIALE | TREASURER/DIRECTOR THRU APR. 1, 2024 Trustee or director, Officer | 2 | $0 | $0 |
| KATE FARADAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HADY FARAG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACQUES FRIEDMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JASMINE GOLUBIC | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRUCE KASMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TATYANA KIBRIK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VICTOR MITCHELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT PINARD | DIRECTOR THRU NOV 2023 Trustee or director | 1 | $0 | $0 |
| ANNEICIA RICHARDS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARTIN SMIT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE WARSZAWSKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended July 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PHYLLIS FRANKFORT PERILLO | PRESIDENT/CEO, DIRECTOR Trustee or director, Officer | 40 | $287,423 | $59,828 |
| DAVID ANDERSON | EXECUTIVE VICE PRESIDENT Trustee or director, Officer | 40 | $190,820 | $34,246 |
| KRISTY NGUYEN | SENIOR VICE PRESIDENT Highest-paid employee | 40 | $121,206 | $20,950 |
| DARIO STIPISIC | SENIOR DIRECTOR, FINANCIAL LITERACY Highest-paid employee | 40 | $125,825 | $14,264 |
| KRESIMIR MARUSIC | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KAMALA ANANTHARAM | VICE CHAIR & TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| TODD WOLYNSKI | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JAMES ABRY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATE FARADAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HADY FARAG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JASMINE GOLUBIC | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARY HUGHES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRUCE KASMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT PINARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARTIN SMIT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TAYLOR SMITH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN STANZIALE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE WARSZAWSKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 227 EAST 56TH STREET, NEW YORK, NY 10022-3754
- In care of
- % DAVID J ANDERSON
- Principal officer (990 for 2024)
- DAVID ANDERSON, 227 EAST 56TH STREET 201, NEW YORK, NY 10022
- Signed the 990
- DAVID ANDERSON, PRESIDENT & CEO
- Phone
- (212) 421-2700
- Website
- WWW.WISE-NY.ORG
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
Mission
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.
Program accomplishments
- FINANCIAL LITERACY PROGRAMTHE FINANCIAL LITERACY CERTIFICATION PROGRAM PREPARES HIGH SCHOOL STUDENTS TO GRADUATE AS FINANCIALLY CAPABLE YOUNG ADULTS. SCHOOLS TEACH PERSONAL FINANCE AND ADMINISTER OUR NATIONAL, STANDARDIZED CERTIFICATION TEST, SUPPORTED BY W!SE'S PROFESSIONAL DEVELOPMENT, STANDARDS-ALIGNED RESOURCES, ONLINE PRACTICE QUIZZES, AND OPTIONAL PRETESTING. STUDENTS WHO PASS EARN THE W!SE CERTIFIED FINANCIALLY LITERATE (CFL) CREDENTIAL, RECOGNIZED BY COLLEGES AND EMPLOYERS. SCHOOLS AND TEACHERS ARE ALSO ACKNOWLEDGED FOR STUDENT ACHIEVEMENT, INCLUDING THROUGH THE ANNUAL "W!SE 100 BEST HIGH SCHOOLS TEACHING PERSONAL FINANCE" RANKING.Expenses $1,125,226 · grants $1,876 · revenue $995,357
- EURO CHALLENGE PROGRAMTHE EURO CHALLENGE IS A NATIONAL COMPETITION THAT INVITES HIGH SCHOOL STUDENTS TO LEARN ABOUT THE EURO AREA ECONOMY AND APPLY THEIR KNOWLEDGE TO REAL-WORLD ISSUES. STUDENTS WORK IN TEAMS TO RESEARCH A EURO-AREA COUNTRY, ANALYZE AN ECONOMIC CHALLENGE IT FACES, AND PRESENT POLICY RECOMMENDATIONS TO A PANEL OF JUDGES. THE PROGRAM BUILDS ECONOMIC LITERACY, PUBLIC SPEAKING SKILLS, TEAMWORK, AND GLOBAL AWARENESS WHILE GIVING STUDENTS A HANDS-ON OPPORTUNITY TO THINK LIKE POLICYMAKERS.Expenses $325,678 · grants $2,174 · revenue $387,765
- W!SE INSTITUTETHE W!SE INSTITUTE IS A COLLEGE AND CAREER READINESS PROGRAM EMBEDDED INTO THE REGULAR SCHOOL DAY AT NYC SCHOOLS. THROUGHOUT THE SCHOOL YEAR, STUDENTS PARTICIPATE IN A SERIES OF SEMINARS AND INTERNSHIP OPPORTUNITIES LED BY VOLUNTEERS FROM INDUSTRY AND EDUCATIONAL ORGANIZATIONS. THESE VOLUNTEERS BRING PROFESSIONAL EXPERTISE AND REAL-WORLD EXPERIENCE DIRECTLY INTO THE CLASSROOM.THE PROGRAM SERVES STUDENTS IN GRADES 8-12, OFFERING SEMINARS ACROSS A WIDE RANGE OF SUBJECTS, INCLUDING SUSTAINABILITY AND STEM, ECONOMICS AND FINANCE, BUSINESS, COMMUNICATION AND LAW, CAREER AND ACADEMIC SKILLS, AND ESSENTIAL LIFE SKILLS. THROUGH THESE ENGAGING, PRACTICAL SESSIONS, STUDENTS GAIN CURRENT, RELEVANT KNOWLEDGE THAT SUPPORTS THEIR ACADEMIC SUCCESS AND PREPARES THEM FOR FUTURE COLLEGE AND CAREER PATHWAYS.Expenses $266,714 · grants $5,095 · revenue $25,104
- DOMESTIC VIOLENCE PROGRAM - MONEYW!SECREATED IN 2009 AND CURRENTLY OFFERED IN 22 U.S. CITIES WITH 30 PARTNER SITES, MONEYW!SE IS A 10-12 SESSION COMPREHENSIVE PERSONAL FINANCE COURSE FOR DOMESTIC VIOLENCE SURVIVORS AND OTHER UNDERSERVED WOMEN'S GROUPS. MONEYW!SE HELPS ITS PARTICIPANTS DEVELOP THE FINANCIAL KNOWLEDGE, SKILLS AND CONFIDENCE TO BREAK FREE OF ABUSIVE RELATIONSHIPS AND FIND A PATHWAY TO FINANCIAL INDEPENDENCE. PARTICIPANTS TAKE A PRE-TEST TO BENCHMARK KNOWLEDGE PRIOR TO INSTRUCTION. ON THE LAST DAY, THEY TAKE W!SE'S FINANCIAL LITERACY CERTIFICATION TEST; THOSE PASSING BECOME "CERTIFIED FINANCIALLY LITERATE", A CREDENTIAL THAT CAN HELP THEM IN THEIR SEARCH FOR WORK. MONEYW!SE IS PROVIDED FREE OF CHARGE TO PARTNER CENTERS (E.G., YWCAS, FAMILY JUSTICE CENTERS, AND NON-PROFITS) AND THEIR CLIENTS. MONEYW!SE INSTRUCTORS OFFER THEIR SERVICES ON A VOLUNTEER BASIS. THEY COMPRISE SENIOR FINANCE EXPERTS FROM LEADING FINANCIAL INSTITUTIONS IN NYC AND ACROSS THE COUNTRY; MANY ARE CERTIFIED FINANCIAL PLANNERS (CFPS) RECRUITED BY FINANCIAL PLANNING ASSOCIATIONS IN CITIES WHERE MONEYW!SE IS OFFERED. EACH SESSION IS 90 MINUTES WITH THE INSTRUCTOR DEDICATING AT LEAST 3 HOURS/CLASS TO PREPARE FOR AND DELIVER THE SESSION. TO ENCOURAGE ATTENDANCE, A LIGHT MEAL, PUBLIC TRANSPORTATION CARDS/OTHER TRANSPORTATION COST SUPPORT, CHILDCARE, AND PARTICIPATION INCENTIVES (TYPICALLY GIFT CARDS) CAN BE OFFERED, THANKS TO EXTERNAL GRANT FINANCING. 90% OF PARTICIPANTS ARE LOWER, MIDDLE INCOME (LMI). AN AVERAGE OF 83% OF PARTICIPANTS EARN THE FINANCIAL LITERACY CERTIFICATION. QUALITY OF LIFETHE QUALITY OF LIFE INNOVATIONS (QLI) PROGRAM IS A PROJECT-BASED LEARNING EXPERIENCE THAT EMPOWERS STUDENTS TO RESEARCH A COMMUNITY ISSUE, DEVELOP AN EVIDENCE-BASED RECOMMENDATION, AND IMPLEMENT A REAL SOLUTION. THE PROGRAM BUILDS CIVIC READINESS, PROFESSIONAL SKILLS, AND ACADEMIC CONFIDENCE WHILE CONNECTING STUDENTS WITH MENTORS WHO SUPPORT THEIR GROWTH. IN APRIL, STUDENTS WILL SUBMIT THEIR WORK (A 10 TO 17-PAGE RESEARCH PROPOSAL) TO THE QLI COMPETITION WHERE THE WINNERS EARN COLLEGE SCHOLARSHIPS.Expenses $272,602 · grants $1,230 · revenue $9,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 13-4024627
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $3,606,413
- Income (IRS master file)
- $3,366,374
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $3,001,119 | $2,877,142 | $3,606,413 | XML |
| 990 | July 2024 | $2,782,586 | $2,583,704 | $2,824,298 | XML |
| 990 | July 2023 | $2,775,292 | $2,601,423 | $3,095,165 | XML |
| 990 | July 2022 | $2,434,512 | $2,361,627 | $2,619,454 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-4024627).
Questions about WORKING IN SUPPORT OF EDUCATION
- What is the EIN of WORKING IN SUPPORT OF EDUCATION?
- The employer identification number (EIN) of WORKING IN SUPPORT OF EDUCATION is 13-4024627.
- Is WORKING IN SUPPORT OF EDUCATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to WORKING IN SUPPORT OF EDUCATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WORKING IN SUPPORT OF EDUCATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WORKING IN SUPPORT OF EDUCATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WORKING IN SUPPORT OF EDUCATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of WORKING IN SUPPORT OF EDUCATION?
- The 990 for the year ended July 31, 2025 names DAVID ANDERSON.
- Who are the officers and directors of WORKING IN SUPPORT OF EDUCATION?
- The 990 for the year ended July 31, 2025 lists 19 people; 4 received compensation from the organization, the highest $239,761 (DAVID ANDERSON, PRESIDENT/CEO).
- How much revenue does WORKING IN SUPPORT OF EDUCATION have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $3,001,119, expenses of $2,877,142 and total assets of $3,606,413 at year end.
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