Nonprofit · EIN 33-0904048
WOMEN INVESTING IN SECURITY AND EDUCATION
Tax-exempt · LAKE FOREST, CA 92630
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $199,857 | $129,682 | $70,175 | $312,468 | $0 | $312,468 |
| December 31, 2023 | 990 | $122,422 | $106,003 | $16,419 | $232,256 | $0 | $232,256 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $193,429
- Program service revenue
- $0
- Investment income
- $6,428
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $31,250
- Compensation of officers, directors and key employees
- $24,115
- Salaries, compensation and benefits (total)
- $24,115
- Professional fundraising fees
- $0
- Legal fees
- $1,519
- Travel
- $334
- Program services (functional)
- $108,013
- Management and general (functional)
- $7,297
- Fundraising (functional)
- $14,372
Balance sheet and other
- Total assets, start of year
- $232,256
- Total assets, end of year
- $312,468
- Total liabilities, end of year
- $0
- Net assets, end of year
- $312,468
- Publicly traded securities
- $240,503
- Net assets without donor restrictions
- $312,468
- Gross receipts
- $199,857
- Employees
- 0
- Volunteers
- 100
- Year formed
- 2000
- State of legal domicile
- CA
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KASEY BUHARIE | Director Trustee or director | 20 | $18,615 |
| TRAE LEWIS | Director Trustee or director | 5 | $5,500 |
| ANGELA DAILEY | CEO Trustee or director, Officer | 20 | $0 |
| DARLENE MARCH | COO Trustee or director, Officer | 15 | $0 |
| BECKY PORTER | Director Trustee or director | 5 | $0 |
| ELIZABETH DE SOUSA | Treasurer Trustee or director, Officer | 5 | $0 |
| JAN WALSH | Program Liaison Trustee or director | 5 | $0 |
| JANELLE METZGER | Director Trustee or director | 3 | $0 |
| SUSAN WILLIG | Director Trustee or director | 5 | $0 |
| JONATHAN TREUSSARD | Director Trustee or director | 10 | $0 |
| JOYCE AVERNA | Director Trustee or director | 5 | $0 |
| SONJA STRZODA | Director Trustee or director | 5 | $0 |
| STEPHANIE KING | Director Trustee or director | 5 | $0 |
| XANDRA LASKOWSKI | Director Trustee or director | 5 | $0 |
| LINA THACH | Director Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KASEY BUHARIE | Director Trustee or director | 20 | $18,015 |
| ANGELA DAILEY | CEO Trustee or director, Officer | 20 | $0 |
| DARLENE MARCH | COO Trustee or director, Officer | 15 | $0 |
| BECKY PORTER | Director Trustee or director | 5 | $0 |
| ELIZABETH DE SOUSA | Director Trustee or director | 5 | $0 |
| JAN WALSH | Program Liaison Trustee or director | 5 | $0 |
| JANELLE METZGER | Director Trustee or director | 3 | $0 |
| SUSAN WILLIG | Director Trustee or director | 5 | $0 |
| JOYCE AVERNA | Director Trustee or director | 5 | $0 |
| SONJA STRZODA | Director Trustee or director | 5 | $0 |
| STEPHANIE KING | Director Trustee or director | 5 | $0 |
| TRAE LEWIS | Director Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 23705 BIRTCHER DR, LAKE FOREST, CA 92630-1772
- In care of
- % HELEN M OLSON PHD
- Mailing address (990-N for 2020)
- 23705 BIRTCHER DRIVE, LAKE FOREST CA 92630
- Principal officer (990-N for 2020)
- DARLENE MARCH, 23705 Birtcher Drive, Lake Forest CA 92630
- Signed the 990
- ANGELA DAILEY, Executive Director
- Phone
- (949) 830-5231
- Website
- www.wiseinvestors.org
- Return prepared by
- M BLANK & COMPANY INC
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0904048 or by the name WOMEN INVESTING IN SECURITY AND EDUCATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To facilitate the financial education of women and girls from all socio-economic backgrounds through webinars, workshops, and conferences.
Program accomplishments
- Getting Wise with your money program geared towards highschool age women in partnership with Girls Inc. Program includes workshops that cover budgeting, banking, investing, and credit education.Expenses $47,705 · grants $17,000
- Tearing Down The Pink Wall Program geared towards young women in partnership with local universities. Program includes podcasts, webinars, speaker events showcasing professional views of accomplished women in the financial services industry. Pink Wall Empowerment program provides information on investments, retirement planning, tax strategies, and personal finance topics such as estate and divorce planning.Expenses $36,580 · grants $5,875
- STEM & Basic Financial education program geared towards elementary & middle school aged girls in partnership with Girl Scouts & other organizations. Programs includes workshops that cover the basics of personal finances, budgeting, and investing.Expenses $23,728 · grants $8,375
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0904048
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P51)
- Assets (IRS master file)
- $312,468
- Income (IRS master file)
- $199,857
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $199,857 | $129,682 | $312,468 | IRS |
| 990 | December 2023 | $122,422 | $106,003 | $232,256 | XML |
| 990 | December 2022 | $128,403 | $70,403 | $207,538 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: DARLENE MARCH | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Darlene March | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 33-0904048).
Questions about WOMEN INVESTING IN SECURITY AND EDUCATION
- What is the EIN of WOMEN INVESTING IN SECURITY AND EDUCATION?
- The employer identification number (EIN) of WOMEN INVESTING IN SECURITY AND EDUCATION is 33-0904048.
- Is WOMEN INVESTING IN SECURITY AND EDUCATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to WOMEN INVESTING IN SECURITY AND EDUCATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WOMEN INVESTING IN SECURITY AND 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 WOMEN INVESTING IN SECURITY AND EDUCATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WOMEN INVESTING IN SECURITY AND EDUCATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WOMEN INVESTING IN SECURITY AND EDUCATION?
- The 990-N for 2020 names DARLENE MARCH.
- Who are the officers and directors of WOMEN INVESTING IN SECURITY AND EDUCATION?
- The 990 for the year ended December 31, 2024 lists 15 people; 2 received compensation from the organization, the highest $18,615 (KASEY BUHARIE, Director).
- How much revenue does WOMEN INVESTING IN SECURITY AND EDUCATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $199,857, expenses of $129,682 and total assets of $312,468 at year end.
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