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Nonprofit · EIN 20-1424537

THE FOUNDATION OF ACCOUNTING AND FINANCIAL WOMENS ALLIANCE

Tax-exempt · LEXINGTON, KY 40509

Financials

$75K$66K2023$65K$59K2024
Revenue Expenses · by fiscal year end
Financials of THE FOUNDATION OF ACCOUNTING AND FINANCIAL WOMENS ALLIANCE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$65,167$59,402$5,765$239,364$14,051$225,313
June 30, 2024990$75,253$65,651$9,602$207,957$4,085$203,872
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$65,260
Program service revenue
$0
Investment income
$5,944
Net gain from sales of assets
$305
Net income from fundraising events
-$6,037
Other revenue
-$6,037

Expenses

Grants and similar amounts paid
$14,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$955
Program services (functional)
$36,074
Management and general (functional)
$23,328

Balance sheet and other

Total assets, start of year
$207,957
Total assets, end of year
$239,364
Total liabilities, end of year
$14,051
Net assets, end of year
$225,313
Publicly traded securities
$194,508
Net assets without donor restrictions
$186,680
Net assets with donor restrictions
$38,633
Gross receipts
$88,395
Employees
0
Volunteers
13
Year formed
2004
State of legal domicile
DC

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
SARA PAGECHAIR
Trustee or director, Officer
12$0
ALANNA ABREUCHAIR-ELECT
Trustee or director, Officer
7$0
TRACEY BOND-WEINCYZKTREASURER
Trustee or director, Officer
5$0
BEVERLY ANDERSONSECRETARY
Trustee or director, Officer
5$0
KATHARINE DILLVICE CHAIR
Trustee or director, Officer
5$0
HEATHER SPERDUTODIRECTOR
Trustee or director
3$0
TING SONGDIRECTOR
Trustee or director
3$0
WENDY ROHRSSENDIRECTOR
Trustee or director
3$0
DEEPIKA YELDANDIDIRECTOR
Trustee or director
3$0
JEVONNE SHEPHERDDIRECTOR
Trustee or director
3$0
KATHRYN SCHRADERDIRECTOR
Trustee or director
3$0
WENDI HALLIMMEDIATE PAST CHAIR
Trustee or director, Officer
3$0
CINDY STANLEYEXECUTIVE DIRECTOR
Officer
2$0
990 for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensation
WENDI HALLCHAIR
Trustee or director, Officer
12$0
SARA PAGECHAIR-ELECT
Trustee or director, Officer
7$0
KATHARINE DILLTREASURER
Trustee or director, Officer
5$0
MICHELLE VENUSSECRETARY
Trustee or director, Officer
5$0
ALANNA ABREUVICE PRESIDENT
Trustee or director, Officer
5$0
HEATHER SPERDUTODIRECTOR
Trustee or director
3$0
SYDNEY PHILLIPSDIRECTOR
Trustee or director
3$0
TRACEY BOND - WEINCYZKDIRECTOR
Trustee or director
3$0
ANAT BORODYANSKYDIRECTOR
Trustee or director
3$0
WENDY ROHRSSENDIRECTOR
Trustee or director
3$0
MELISSA SAGERIMMEDIATE PAST CHAIR
Trustee or director, Officer
3$0
CINDY STANLEYEXECUTIVE DIRECTOR
Officer
38$0

Address and contacts

Address (IRS master file)
1795 ALYSHEBA WAY STE 7202, LEXINGTON, KY 40509-2481
Principal officer (990 for 2024)
ALANNA ABREU, 1795 ALYSHEBA WAY 7202, LEXINGTON, KY 40509
Signed the 990
ALANNA ABREU, CHAIR OF THE BOARD
Phone
(888) 844-2392
Return prepared by
BESTEN & DIERUF PLLC

Mission

THROUGH STEWARDSHIP, THE FOUNDATION PROMOTES AND ADVANCES WOMEN IN ACCOUNTING AND FINANCE BY CULTIVATING RELATIONSHIPS, SECURING CONTRIBUTIONS, AND PROVIDING SCHOLARSHIPS FOR EDUCATION AND CAREER DEVELOPMENT.

990 for the year ended June 30, 2025

Program accomplishments

  • SCHOLARSHIPS - THE FOUNDATION OF ACCOUNTING AND FINANCIAL WOMEN'S MEMBERS' EDUCATIONAL ADVANCEMENT. YOUNG AND PROMISING STUDENTS AT THE UNDERGRADUATE AND GRADUATE LEVELS ALSO BENEFIT FROM THE SCHOLARSHIP PROGRAMS EVERY YEAR. SOME OF OUR NATIONAL PARTNERS WORK WITH US IN DEVELOPING, FUNDING AND PROMOTING THE SCHOLARSHIP PROGRAM. THE CRITERIA USED TO SELECT WINNERS VARY BY SCHOLARSHIP. DONORS RECEIVE VAST RECOGNITION THROUGH THE AFWA WEBSITE AND IN AFWA COMMUNICATIONS. CURRENT CO-BRANDED SCHOLARSHIP PARTNERS INCLUDE UNIVERSAL CPA REVIEW.
    Expenses $24,388 · grants $14,000
  • IN-KIND CONTRIBUTIONS CONSIST OF DONATED AUCTION ITEMS, PRINTING COSTS, GIFT CARDS AMOUNGST OTHER THINGS. THE ITEMS ARE VALUED AT FAIR MARKET VALUE.
    Expenses $11,686 · revenue $11,686

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
20-1424537
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
2006
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$239,364
Income (IRS master file)
$88,395

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$65,167$59,402$239,364IRS
990June 2024$75,253$65,651$207,957IRS
990June 2023$51,622$52,062$203,877IRS
990June 2022$64,274$37,162$211,545IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 20-1424537).

Questions about THE FOUNDATION OF ACCOUNTING AND FINANCIAL WOMENS ALLIANCE

What is the EIN of THE FOUNDATION OF ACCOUNTING AND FINANCIAL WOMENS ALLIANCE?
The employer identification number (EIN) of THE FOUNDATION OF ACCOUNTING AND FINANCIAL WOMENS ALLIANCE is 20-1424537.
Is THE FOUNDATION OF ACCOUNTING AND FINANCIAL WOMENS ALLIANCE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to THE FOUNDATION OF ACCOUNTING AND FINANCIAL WOMENS ALLIANCE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE FOUNDATION OF ACCOUNTING AND FINANCIAL WOMENS ALLIANCE 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 THE FOUNDATION OF ACCOUNTING AND FINANCIAL WOMENS ALLIANCE due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE FOUNDATION OF ACCOUNTING AND FINANCIAL WOMENS ALLIANCE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of THE FOUNDATION OF ACCOUNTING AND FINANCIAL WOMENS ALLIANCE?
The 990 for the year ended June 30, 2025 names ALANNA ABREU.
Who are the officers and directors of THE FOUNDATION OF ACCOUNTING AND FINANCIAL WOMENS ALLIANCE?
The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
How much revenue does THE FOUNDATION OF ACCOUNTING AND FINANCIAL WOMENS ALLIANCE have?
On its 990 for the year ended June 30, 2025 it reported revenue of $65,167, expenses of $59,402 and total assets of $239,364 at year end.

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