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Nonprofit · EIN 47-1467214

WOMEN IN DERIVATIVES INC

Tax-exempt (reinstated) · PORT CHESTER, NY 10573

Financials

$488K$478K2023$780K$635K2024
Revenue Expenses · by fiscal year end
Financials of WOMEN IN DERIVATIVES INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$779,883$635,168$144,715$1,012,887$57,515$955,372
December 31, 2023990$487,915$477,904$10,011$876,552$65,895$810,657
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$739,657
Program service revenue
$13,825
Investment income
$26,401
Other revenue
$0

Expenses

Grants and similar amounts paid
$37,500
Other salaries and wages
$220,425
Salaries, compensation and benefits (total)
$262,217
Professional fundraising fees
$0
Legal fees
$4,067
Accounting fees
$7,100
Occupancy
$3,652
Program services (functional)
$442,402
Management and general (functional)
$83,587
Fundraising (functional)
$109,179

Balance sheet and other

Total assets, start of year
$876,552
Total assets, end of year
$1,012,887
Total liabilities, end of year
$57,515
Net assets, end of year
$955,372
Net assets without donor restrictions
$955,372
Gross receipts
$912,631
Employees
3
Volunteers
18
Year formed
2014
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
MELODY MOKHTARIANDIR OF MEMBERSHIP & DEV
Highest-paid employee
40$146,794$15,197
JULIE WINKLERBOARD CHAIR
Trustee or director, Officer
5$0$0
CASSANDRA SEIERPRESIDENT & CEO
Trustee or director, Officer
5$0$0
LONA MOZUMDERBOARD MEMBER
Trustee or director
1$0$0
NICHOLA HUNTERBOARD MEMBER
Trustee or director
1$0$0
MARGOTH PILLATREASURER
Trustee or director, Officer
10$0$0
TRACEY JORDALDIRECTOR
Trustee or director
2$0$0
KYLE BRANDONDIRECTOR
Trustee or director
1$0$0
SUZANNE DE VERDELONDIRECTOR
Trustee or director
2$0$0
CLAUDIA DOWNINGDIRECTOR
Trustee or director
1$0$0
JACQUELINE MESADIRECTOR
Trustee or director
1$0$0
SAMANTHA DEZURDIRECTOR
Trustee or director
1$0$0
TRACY RUCKER-WILSONDIRECTOR
Trustee or director
1$0$0
KAREN WARESDIRECTOR
Trustee or director
5$0$0
VICTORIA GREENBERGDIRECTOR
Trustee or director
1$0$0
4 more people on this return
NameTitleHours / weekCompensation
TARA DZIEDZICSECRETARY
Trustee or director, Officer
1$0
JOYCE THORMANNDIRECTOR
Trustee or director
1$0
BARI TRONTZDIRECTOR
Trustee or director
1$0
MARTA POLESCZUKDIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2023: 18 people
NameTitleHours / weekCompensationOther / benefits
MELODY MOKHTARIANDIR OF MEMBERSHIP & DEV
Highest-paid employee
40$131,406$13,169
MARISOL COLLAZOBOARD CHAIR
Trustee or director, Officer
5$0$0
CASSANDRA SEIERPRESIDENT & CEO
Trustee or director, Officer
5$0$0
LONA MOZUMDERBOARD MEMBER
Trustee or director
1$0$0
PETAL WALKERBOARD MEMBER
Trustee or director
1$0$0
MARGOTH PILLATREASURER
Trustee or director, Officer
8$0$0
TRACEY JORDALDIRECTOR
Trustee or director
2$0$0
KYLE BRANDONDIRECTOR
Trustee or director
1$0$0
SUSIE DE VERDELONDIRECTOR
Trustee or director
2$0$0
CLAUDIA DOWNINGDIRECTOR
Trustee or director
1$0$0
JACQUELINE MESADIRECTOR
Trustee or director
1$0$0
DEBORAH NORTHDIRECTOR
Trustee or director
0.5$0$0
TRACY RUCKER-WILSONDIRECTOR
Trustee or director
1$0$0
KAREN WARESDIRECTOR
Trustee or director
5$0$0
JULIE WINKLERDIRECTOR
Trustee or director
1$0$0
TARA DZIEDZICSECRETARY
Trustee or director, Officer
1$0$0
JOYCE THORMANNDIRECTOR
Trustee or director
1$0$0
BARI TRONTZDIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
26 LAFAYETTE DR, PORT CHESTER, NY 10573-2502
In care of
% MARGOTH PILLA
Mailing address (990-N for 2018)
RSM US LLP 151 W 42nd St 19 Flr, New York NY 10036
Principal officer (990 for 2024)
JULIE WINKLER, 26 LAFAYETTE DRIVE, PORT CHESTER, NY 10573
Principal officer (990-N for 2018)
Kristin Boggiano, AlphaPoint 500 7th Ave 12th Flr, New York NY 10018
Signed the 990
MARGOTH PILLA, TREASURER
Phone
(914) 653-3038
Return prepared by
Owen J Flanagan & Co

Mission

To connect, elevate, and advance female professionals in the financial industry through education, mentoring, and sponsorship by leveraging senior leaders within the organization. WIFM currently has over 7,000 participants worldwide

990 for the year ended December 31, 2024

Program accomplishments

  • Women in Financial Markets (WIFM )Mission is to connect, elevate, and advance female professionals in the financial industry through education, mentoring, and sponsorship by leveraging senior leaders within the organization. WIFM currently has over 7,000 participants worldwide The following are events that were held in 2024:February 6, 2024EmpowerHer: Paving Your Path (Los Angeles)February 13, 2024Asset Management Derivatives Forum - WIFM Washington Update Luncheon (Laguna Niguel)February 20, 2024Italian Derivatives Market- A Discussion on Current Legal Challenges and Future Perspectives (Milan)February 28, 2024Eurex Derivatives Forum (Frankfurt)March 6-27, 2024Women's History Month Series (Virtual)March 7, 2024NYSE Closing Bell Ceremony (NYC)March 20, 2024Increase Your Influence (London)April 17, 2024ISDA AGM- Future of Derivatives Markets: Shaken or Stirred? (Tokyo)May 16, 2024Ladder Up: An Evening of Collective Expertise from Female Leaders (NYC)June 19, 2024WIFM IDX Breakfast (London)June 20, 2024Treasury Clearing: Market Structure Impact and Path to Readiness (NYC)June 25, 2024Summer Leadership Series (Virtual)June 25, 2024Women in Digital Asset Forum (Stamford)July 16, 2024Women Leading the Way: Diverse Perspectives on Women in Financial Markets (NYC)Auguts 7, 2024Wine Down Wednesday with WIFM (Boston)Auguts 8, 2024International Allyship Day (NYC)Auguts 20, 2024Summer Leadership Series (Virtual)Auguts 26, 2024Digital Assets Unveiled: Navigating the Future of Trading (NYC)September 16, 2024TradeTech FX Europe (Amsterdam)October 4, 2024Fixed Income Leaders Summit (London)November 14 , 2024Current State of Play: Women in Commodities (Houston)November 19, 2024Votes and Volatility: Navigating the Market's Election Rollercoaster (Boston)November 19, 2024Market Opportunities and Challenges in 20255 - Leading Buy Side and Sell Side Perspectives (NYC)
    Expenses $442,402 · grants $37,500 · revenue $13,825

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
47-1467214
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
2017
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Unknown (Z99)
Assets (IRS master file)
$1,012,887
Income (IRS master file)
$912,631

Revocation and reinstatement

Exemption revoked
May 15, 2017
Posted by the IRS
August 16, 2017
Reinstated
Effective May 15, 2017

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$779,883$635,168$1,012,887XML
990December 2023$487,915$477,904$876,552XML
990December 2022$598,132$224,723$824,240IRS
990December 2021–––IRS
990-EZDecember 2020–––IRS
990-N for 2018
Officer: Kristin Boggiano
December 31, 2018≤ $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 47-1467214).

Questions about WOMEN IN DERIVATIVES INC

What is the EIN of WOMEN IN DERIVATIVES INC?
The employer identification number (EIN) of WOMEN IN DERIVATIVES INC is 47-1467214.
Is WOMEN IN DERIVATIVES INC tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2017 and reinstated it effective May 15, 2017.
Are donations to WOMEN IN DERIVATIVES INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WOMEN IN DERIVATIVES INC 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 IN DERIVATIVES INC 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 IN DERIVATIVES INC 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 IN DERIVATIVES INC?
The 990 for the year ended December 31, 2024 names JULIE WINKLER.
Who are the officers and directors of WOMEN IN DERIVATIVES INC?
The 990 for the year ended December 31, 2024 lists 19 people; 1 received compensation from the organization, the highest $146,794 (MELODY MOKHTARIAN, DIR OF MEMBERSHIP & DEV).
How much revenue does WOMEN IN DERIVATIVES INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $779,883, expenses of $635,168 and total assets of $1,012,887 at year end.

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