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Nonprofit · EIN 75-2798056

WOMENS FINANCE EXCHANGE INC OF DALLAS

Tax-exempt · DALLAS, TX 75254

Financials

$44K$50K2023$78K$81K2024$39K$45K2025
Revenue Expenses · by fiscal year end
Financials of WOMENS FINANCE EXCHANGE INC OF DALLAS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$38,872$44,610-$5,738$47,830$2,821$45,009
December 31, 2024990-EZ$78,410$80,665-$2,255$56,377$5,630$50,747
December 31, 2023990-EZ$44,363$49,997-$5,634$67,392$5,195$62,197
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$15,000
Membership dues
$5,142
Program service revenue
$18,320
Investment income
$410

Expenses

Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$27,150
Professional fees and payments to contractors
$2,978
Other expenses
$14,482

Balance sheet and other

Total assets, start of year
$56,377
Total assets, end of year
$47,830
Total liabilities, end of year
$2,821
Net assets, end of year
$45,009
Cash, savings and investments
$47,515
Gross receipts
$38,872

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-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
OLIVIA BOCKPAST PRESIDENT2$0
PENNY LIUPROGRAMS EVENTS2$0
LAILA SARVARIANPROGRAM EVENTS2$0
OLGA GURTOVAYASecretary/GC2$0
KAMBRIE CONDITVice President2$0
EMILY ACKERMANComm/Social Med2$0
KYLA CHASEMEMBERSHIP2$0
HALEY STEVERSMEMBERSHIP2$0
ANN NORDINCOMMS / SOCIAL2$0
PAMELLA KHONGBOARD ASSISTANT2$0
KATHERINE ZWIENERTreasurer2$0
SHELBY PALMERPresident2$0
990-EZ for the year ended December 31, 2024: 12 people
NameTitleHours / weekCompensation
AMANDA BLANKENSHIPBoard Assistant8$25,860
OLIVIA BOCKPresident2$0
TIFFANY WILLISVice President2$0
JENNIFER ELDERTreasurer2$0
OLGA GURTOVAYASecretary/GC2$0
EMILY ACKERMANComm/Social Med2$0
KYLIE MORELANDComm/Social Med2$0
ERICA LAPPOPhilanthropy2$0
MARYNA RABKOPrograms2$0
MAI NGUYENPrograms2$0
SHALEY WITT THOMASPhilanthropy2$0
SHELBY PALMERPhilanthropy2$0
990-EZ for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensation
AMANDA BLANKENSHIPBoard Assistant8$22,980
HANNAH MCPHAULPresident2$0
OLIVIA BOCKVice President2$0
JENNIFER ELDERTreasurer2$0
RACHAEL SMILEYSecretary/GC2$0
TIFFANY WILLISMembership2$0
EMILY ACKERMANComm/Social Med2$0
KYLIE MORELANDComm/Social Med2$0
ERICA LAPPOPrograms2$0
KIMBERLY LEIGHTONPrograms2$0
MAI NGUYENPrograms2$0
SHALEY WITT THOMASPrograms2$0
LAUREN AVERITTPhilanthropy2$0
SHELBY PALMERPhilanthropy2$0

Address and contacts

Address (IRS master file)
14555 DALLAS PKWY STE 300, DALLAS, TX 75254-4335
In care of
% JENNIFER ELDER
Signed the 990-EZ
KATHERINE ZWIENER, Treasurer
Return prepared by
Paula Field CPA PLLC

Mission

To foster and encourage the education and professional development of women in the financial community.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • Monthly networking meetings to stimulate interest in the needs of women in the financial community, provide educational materials and provide a liaison with other pertinent groups.

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
75-2798056
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2009
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$47,830
Income (IRS master file)
$38,872

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$38,872$44,610$47,830XML
990-EZDecember 2024$78,410$80,665$56,377XML
990-EZDecember 2023$44,363$49,997$67,392XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 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 75-2798056).

Questions about WOMENS FINANCE EXCHANGE INC OF DALLAS

What is the EIN of WOMENS FINANCE EXCHANGE INC OF DALLAS?
The employer identification number (EIN) of WOMENS FINANCE EXCHANGE INC OF DALLAS is 75-2798056.
Is WOMENS FINANCE EXCHANGE INC OF DALLAS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2009.
Are donations to WOMENS FINANCE EXCHANGE INC OF DALLAS tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does WOMENS FINANCE EXCHANGE INC OF DALLAS file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of WOMENS FINANCE EXCHANGE INC OF DALLAS 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 WOMENS FINANCE EXCHANGE INC OF DALLAS last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of WOMENS FINANCE EXCHANGE INC OF DALLAS?
The 990-EZ for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
How much revenue does WOMENS FINANCE EXCHANGE INC OF DALLAS have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $38,872, expenses of $44,610 and total assets of $47,830 at year end.

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