Nonprofit · EIN 54-1670627
INDEPENDENT WOMENS FORUM
Tax-exempt · WINCHESTER, VA 22601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $6,638,446 | $8,111,322 | -$1,472,876 | $3,774,092 | $839,283 | $2,934,809 |
| December 31, 2024 | 990 | $10,517,617 | $8,402,602 | $2,115,015 | $5,614,812 | $1,206,380 | $4,408,432 |
| December 31, 2023 | 990 | $7,143,966 | $7,533,363 | -$389,397 | $2,922,508 | $634,138 | $2,288,370 |
| December 31, 2021 | 990 | $6,569,955 | $3,441,242 | $3,128,713 | $4,282,935 | $1,052,876 | $3,230,059 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $6,427,399
- Program service revenue
- $78,750
- Investment income
- $127,889
- Net gain from sales of assets
- $61,986
- Other revenue
- $4,408
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $500,990
- Other salaries and wages
- $3,450,873
- Salaries, compensation and benefits (total)
- $4,304,113
- Professional fundraising fees
- $0
- Legal fees
- $128,194
- Accounting fees
- $102,400
- Travel
- $417,324
- Depreciation
- $74,227
- Program services (functional)
- $6,985,148
- Management and general (functional)
- $533,692
- Fundraising (functional)
- $592,482
Balance sheet and other
- Total assets, start of year
- $5,614,812
- Total assets, end of year
- $3,774,092
- Total liabilities, end of year
- $839,283
- Net assets, end of year
- $2,934,809
- Land, buildings and equipment
- $8,287
- Publicly traded securities
- $18,090
- Net assets without donor restrictions
- $2,298,902
- Net assets with donor restrictions
- $635,907
- Gross receipts
- $6,664,350
- Employees
- 30
- Volunteers
- 8
- Year formed
- 1992
- State of legal domicile
- VA
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carrie Lukas | President Officer, Key employee, Highest-paid employee | 37 | $284,154 |
| Amber Schwartz | VP/Secretary Officer, Key employee, Highest-paid employee | 32 | $162,724 |
| Lorena Riley | Treasurer Officer | 22 | $54,111 |
| Heather R Higgins | Chairman of the Board Trustee or director | 5 | $0 |
| Giovanna Cugnasca | Director Trustee or director | 1 | $0 |
| Nan Hayworth | Director Trustee or director | 1 | $0 |
| Abby Moffat | Director Trustee or director | 1 | $0 |
| Dick Weiss | Director Trustee or director | 1 | $0 |
| Myles Pollin | Director Trustee or director | 1 | $0 |
| Larry Kudlow | Director Trustee or director | 1 | $0 |
| Adele Malpass | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carrie Lukas | President Officer, Key employee, Highest-paid employee | 37 | $282,872 |
| Amber Schwartz | Exec VP Key employee, Highest-paid employee | 32 | $186,062 |
| Lorena Riley | Treasurer Officer | 22 | $46,200 |
| Heather R Higgins | Chairman of the Board Trustee or director | 5 | $0 |
| Giovanna Cugnasca | Director Trustee or director | 1 | $0 |
| Nan Hayworth | Director Trustee or director | 1 | $0 |
| Abby Moffat | Director Trustee or director | 1 | $0 |
| Dick Weiss | Director Trustee or director | 1 | $0 |
| Myles Pollin | Director Trustee or director | 1 | $0 |
| Larry Kudlow | Director Trustee or director | 1 | $0 |
| Adele Malpass | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carrie Lukas | President Officer, Key employee, Highest-paid employee | 35 | $245,951 |
| Amber Schwartz | Exec VP Key employee, Highest-paid employee | 24 | $116,403 |
| Somerlyn Cothran | Former Treasurer Officer, Key employee, Highest-paid employee, Former | 26 | $82,691 |
| Lorena Riley | Treasurer Officer | 22 | $41,757 |
| Heather R Higgins | Chairman of the Board Trustee or director | 5 | $0 |
| Giovanna Cugnasca | Director Trustee or director | 1 | $0 |
| Nan Hayworth | Director Trustee or director | 1 | $0 |
| Abby Moffat | Director Trustee or director | 1 | $0 |
| Dick Weiss | Director Trustee or director | 1 | $0 |
| Myles Pollin | Director Trustee or director | 1 | $0 |
| Larry Kudlow | Director Trustee or director | 1 | $0 |
| John Tillman | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2021: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Amber Schwartz | Exec VP Key employee, Highest-paid employee | 33 | $152,796 |
| Carrie Lukas | President Officer, Key employee, Highest-paid employee | 18 | $113,875 |
| Somerlyn Cothran | Treasurer Officer, Key employee, Highest-paid employee | 16 | $107,984 |
| Heather R Higgins | Chairman of the Board Trustee or director | 5 | $0 |
| Yvonne S Boice | Director Trustee or director | 1 | $0 |
| Giovanna Cugnasca | Director Trustee or director | 1 | $0 |
| Nan Hayworth | Director Trustee or director | 1 | $0 |
| Abby Moffat | Director Trustee or director | 1 | $0 |
| Mike Leven | Director Trustee or director | 1 | $0 |
| Myles Pollin | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4 WEEMS LN, WINCHESTER, VA 22601-3602
- Principal officer (990 for 2025)
- Carrie Lukas, 4 Weems Lane 312, Winchester, VA 22601
- Signed the 990
- Carrie Lukas, President
- Phone
- (202) 857-5201
- Website
- www.iwf.org
- Return prepared by
- Douglas Corey & Associates PC
Mission
Engage more individuals in the civic process, educate them about the impact of public policies on their lives and our economy, and build support for policies that empower individuals.
Program accomplishments
- Domestic Policy and Economics - IWF examines the impact of policies - such as our tax code, regulatory system, national budget, health care laws and education system - on American families and the economy.Expenses $2,680,881
- Education, Communication, and Earned Media - IWF promotes the work of our scholars and spokeswomen, bringing their message to audience through print publications, television, radio, the internet and social media platforms. IWF also develops educational materials to help build amoung the public greater understanding of economic facts and principles.Expenses $3,311,244
- Independent Womens Law Center (IWLC)- supports freedom and opportunity for women and girls in the legal arena. In the courts, before administrative agencies and legislative bodies, and in the court of public opinion, IWLC fights against radical legal theories that deny due process, undermine equal opportunity, make the government less accountable, and punish certain viewpoints.Expenses $379,987
- Independent Womens Network - IWF develops educational content, resources and events that are made available to Independent Womens Network, which is a group of women working together to improve their communities and our country.Expenses $613,036
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 | 990 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
- 54-1670627
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Civil rights, social action and advocacy (R24Z)
- Assets (IRS master file)
- $3,774,092
- Income (IRS master file)
- $6,664,350
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $6,638,446 | $8,111,322 | $3,774,092 | XML |
| 990 | December 2024 | $10,517,617 | $8,402,602 | $5,614,812 | XML |
| 990 | December 2023 | $7,143,966 | $7,533,363 | $2,922,508 | XML |
| 990 | December 2022 | $5,163,003 | $5,717,511 | $3,628,431 | IRS |
| 990 | December 2021 | $6,569,955 | $3,441,242 | $4,282,935 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 54-1670627).
Questions about INDEPENDENT WOMENS FORUM
- What is the EIN of INDEPENDENT WOMENS FORUM?
- The employer identification number (EIN) of INDEPENDENT WOMENS FORUM is 54-1670627.
- Is INDEPENDENT WOMENS FORUM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to INDEPENDENT WOMENS FORUM tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INDEPENDENT WOMENS FORUM 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 INDEPENDENT WOMENS FORUM due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDEPENDENT WOMENS FORUM last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of INDEPENDENT WOMENS FORUM?
- The 990 for the year ended December 31, 2025 names Carrie Lukas.
- Who are the officers and directors of INDEPENDENT WOMENS FORUM?
- The 990 for the year ended December 31, 2025 lists 11 people; 3 received compensation from the organization, the highest $284,154 (Carrie Lukas, President).
- How much revenue does INDEPENDENT WOMENS FORUM have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $6,638,446, expenses of $8,111,322 and total assets of $3,774,092 at year end.
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All nonprofits in WINCHESTER · Virginia · Civil rights, social action and advocacy