Civic Intelligence

Financial Women in Texas Inc

EIN 27-0774398 • 501(c)6 • Austin, TX

Profile

To bring together women working in finance from all facets of businesses, including but not limted to: banking, accounting, legal, utilities, not-for profit, govermental, and education for the exchange of ideas, experiences and interests; to further the meaningful professions or careers of its members and women in general; to encourage women to choose finance as a career and to advance the career opportunities for all women in finance; and to serve as an advocate of, and to promote improvements in the professional development, leadership skills, education, and training of women working in the financial services industry and all facets of business and finance.

6500 River Pl Blvd Bldg 4 Ste 101Austin, TX 78730

www.fwitexas.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.35x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

0.49x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

84th percentile

23%

Higher net margin than 84% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

86th percentile

32%

Faster asset growth than 86% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

-2.4%

Faster revenue growth than 46% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$246,856

Up $59,511 (+32%) from 2023

Liabilities

Up

$85,484

Up $18,585 (+28%) from 2023

Net Assets

Up

$161,372

Up $40,926 (+34%) from 2023

Revenue

Down

$174,475

Down $4,337 (-2.4%) from 2023

Expenses

Down

$133,549

Down $24,971 (-16%) from 2023

Net Income

Up

$40,926

Up $20,634 (+102%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $16,966Net Assets 2010: $16,9662010Assets 2011: $41,213Liabilities 2011: $300Net Assets 2011: $40,9132011Assets 2012: $56,875Liabilities 2012: $15,934Net Assets 2012: $40,9412012Assets 2013: $74,433Liabilities 2013: $30,825Net Assets 2013: $43,6082013Assets 2014: $96,033Liabilities 2014: $39,928Net Assets 2014: $56,1052014Assets 2015: $92,087Liabilities 2015: $19,796Net Assets 2015: $72,2912015Assets 2016: $100,302Liabilities 2016: $30,609Net Assets 2016: $69,6932016Assets 2017: $102,299Liabilities 2017: $45,052Net Assets 2017: $57,2472017Assets 2018: $113,521Liabilities 2018: $45,608Net Assets 2018: $67,9132018Assets 2019: $104,176Liabilities 2019: $33,271Net Assets 2019: $70,9052019Assets 2020: $111,614Liabilities 2020: $27,291Net Assets 2020: $84,3232020Assets 2021: $94,306Liabilities 2021: $19,662Net Assets 2021: $74,6442021Assets 2022: $155,761Liabilities 2022: $55,607Net Assets 2022: $100,1542022Assets 2023: $187,345Liabilities 2023: $66,899Net Assets 2023: $120,4462023Assets 2024: $246,856Liabilities 2024: $85,484Net Assets 2024: $161,3722024

Highlighted filing

2024

Assets$246,856
Liabilities$85,484
Net Assets$161,372

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2010: $39,727Expenses 2010: $22,761Net Income 2010: $16,9662010Revenue 2011: $59,450Expenses 2011: $35,503Net Income 2011: $23,9472011Revenue 2012: $20,517Expenses 2012: $20,489Net Income 2012: $282012Revenue 2013: $48,789Expenses 2013: $46,122Net Income 2013: $2,6672013Revenue 2014: $94,651Expenses 2014: $82,154Net Income 2014: $12,4972014Revenue 2015: $106,232Expenses 2015: $90,047Net Income 2015: $16,1852015Revenue 2016: $86,862Expenses 2016: $89,460Net Income 2016: -$2,5982016Revenue 2017: $97,193Expenses 2017: $109,640Net Income 2017: -$12,4472017Revenue 2018: $122,640Expenses 2018: $111,974Net Income 2018: $10,6662018Revenue 2019: $102,936Expenses 2019: $99,942Net Income 2019: $2,9942019Revenue 2020: $102,547Expenses 2020: $89,128Net Income 2020: $13,4192020Revenue 2021: $24,554Expenses 2021: $34,231Net Income 2021: -$9,6772021Revenue 2022: $185,706Expenses 2022: $160,196Net Income 2022: $25,5102022Revenue 2023: $178,812Expenses 2023: $158,520Net Income 2023: $20,2922023Revenue 2024: $174,475Expenses 2024: $133,549Net Income 2024: $40,9262024

Highlighted filing

2024

Revenue$174,475
Expenses$133,549
Net Income$40,926

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.47$0.85$1.61$1.74$1.34$0.41
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.67$1.20$1.79$1.59$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.56$1.00$1.86$1.60$0.26
2021Detailed filing. Detailed filing data is available for this year.$0.94$0.20$0.75$0.25$0.34$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.27$0.84$1.03$0.89$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.33$0.71$1.03$1.00$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.46$0.68$1.23$1.12$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.45$0.57$0.97$1.10$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.31$0.70$0.87$0.89$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.20$0.72$1.06$0.90$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.40$0.56$0.95$0.82$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.31$0.44$0.49$0.46$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.16$0.41$0.21$0.20$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.00$0.41$0.59$0.36$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.17$0.40$0.23$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 9, 2025
Return Version
2023v6.0
Gross Receipts
$177,387
Mission and Program Overview

Mission

To bring together women working in finance from all facets of businesses, including but not limted to: banking, accounting, legal, utilities, not-for profit, govermental, and education for the exchange of ideas, experiences and interests; to further the meaningful professions or careers of its members and women in general; to encourage women to choose finance as a career and to advance the career opportunities for all women in finance; and to serve as an advocate of, and to promote improvements in the professional development, leadership skills, education, and training of women working in the financial services industry and all facets of business and finance.

Program Services

DescriptionGrantsExpenses
NINE LOCAL GROUPS HELD PERIODIC MEETINGS DURING THE 2023-2024 FISCAL YEAR AND THE ASSOCIATION HELD ONE DAY-LONG FORUM FOR MEMBERS. THE 14TH ANNUAL CONFERENCE WAS HELD IN LONGVIEW, TEXAS IN SEPTEMBER 2023 AND THE 15TH ANNUAL CONFERENCE WAS HELD IN SEPTEMBER 2024 IN GALVESTON, TEXAS. THE 16TH ANNUAL CONFERENCE IS BEING PLANNED FOR SEPTEMBER 2025 IN DALLAS, TEXAS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
COURTNEY YEATMANPresident-$0--
JESSICA LOVELLVice Preside-$0--
STACY CAMMACKTreasurer-$0--
BRANDY PATTERSONSecretary-$0--
MELODY HESSNominating C-$0--
KOREN BOWIEDirector-Edu-$0--
CARMEN BATESDirector-Mem-$0--
ZELDA PEREZ-MORALESDirector - M-$0--
KRISTIN GRAHAMDirector-At--$0--
CHARLOTTE MCCHESNEYAwards & Sch-$0--
LINDSEY DICKERSONSocial Media-$0--
HAZEL DAVISVirtual Mem-$0--
LORI VICTORYHistorian-$0--
B J CARYBy-Laws Chai-$0--
RASHEEDAH QUARLESTechnology C-$0--
KENDRA TRUMPAustin Group-$0--
D'LYNN LANEBig Country-$0--
JUDY HELMDallas Group-$0--
PATRICIA SWAGERTYGulf Coast P-$0--
IRMA BUSTAMANTEHill Country-$0--
SARAH PETERSONSan Antonio-$0--
CHERYL LINDERConference C-$0--
MICHELLE KLATTConference C-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser Even$13,751$13,751$2,526$11,225
Total Events$13,751$13,751$2,526$11,225
Filing and Contact Details

Filer

Filer Name
Financial Women in Texas Inc
EIN
27-0774398
Phone
8302577241
Address
6500 RIVER PL BLVD BLDG 4 STE 101, AUSTIN, TX 78730

Signing Officer

Name
Stacy Cammack
Title
Treasurer
Phone
9032371883
Signed
2025-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Pressler Thompson and Company LLC
Address
819 WATER STREET SUITE 320, KERRVILLE, TX 78028-5343
Preparer
Brenda G Beaty CPA
Phone
8302577241
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses marketing/membership outreach 3,418 presidents travel 770 leadership forums 10,833 group meetings 32,724 teleconferences 341 d & o liability insurance 1,158 donations 2,660 gifts & awards 1,532 high school scholarships 1,500 memorials & flowers 460 misc expense 215 supplies 2,243 total 57,854

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 5,109 4,413 deferred revenue 61,790 81,071

Form 990-ez, Part III

To bring together women working in finance from all facets of businesses, including but not limted to: banking, accounting, legal, utilities, not-for profit, govermental, and education for the exchange of ideas, experiences and interests; to further the meaningful professions or careers of its members and women in general; to encourage women to choose finance as a career and to advance the career opportunities for all women in finance; and to serve as an advocate of, and to promote improvements in the professional development, leadership skills, education, and training of women working in the financial services industry and all facets of business and finance.

Form 990-ez, Part III, Line 28

Nine local groups held periodic meetings during the 2023-2024 fiscal year and the association held one day-long forum for members. The 14th annual conference was held in longview, texas in september 2023 and the 15th annual conference was held in september 2024 in galveston, texas. The 16th annual conference is being planned for september 2025 in dallas, texas.

Raw XML Appendix193 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0COURTNEY YEATMAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MARKETING/MEMBERSHIP OUTREACH 3,418 PRESIDENTS TRAVEL 770 LEADERSHIP FORUMS 10,833 GROUP MEETINGS 32,724 TELECONFERENCES 341 D & O LIABILITY INSURANCE 1,158 DONATIONS 2,660 GIFTS & AWARDS 1,532 HIGH SCHOOL SCHOLARSHIPS 1,500 MEMORIALS & FLOWERS 460 MISC EXPENSE 215 SUPPLIES 2,243 TOTAL 57,854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 5,109 4,413 DEFERRED REVENUE 61,790 81,071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO BRING TOGETHER WOMEN WORKING IN FINANCE FROM ALL FACETS OF BUSINESSES, INCLUDING BUT NOT LIMTED TO: BANKING, ACCOUNTING, LEGAL, UTILITIES, NOT-FOR PROFIT, GOVERMENTAL, AND EDUCATION FOR THE EXCHANGE OF IDEAS, EXPERIENCES AND INTERESTS; TO FURTHER THE MEANINGFUL PROFESSIONS OR CAREERS OF ITS MEMBERS AND WOMEN IN GENERAL; TO ENCOURAGE WOMEN TO CHOOSE FINANCE AS A CAREER AND TO ADVANCE THE CAREER OPPORTUNITIES FOR ALL WOMEN IN FINANCE; AND TO SERVE AS AN ADVOCATE OF, AND TO PROMOTE IMPROVEMENTS IN THE PROFESSIONAL DEVELOPMENT, LEADERSHIP SKILLS, EDUCATION, AND TRAINING OF WOMEN WORKING IN THE FINANCIAL SERVICES INDUSTRY AND ALL FACETS OF BUSINESS AND FINANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NINE LOCAL GROUPS HELD PERIODIC MEETINGS DURING THE 2023-2024 FISCAL YEAR AND THE ASSOCIATION HELD ONE DAY-LONG FORUM FOR MEMBERS. THE 14TH ANNUAL CONFERENCE WAS HELD IN LONGVIEW, TEXAS IN SEPTEMBER 2023 AND THE 15TH ANNUAL CONFERENCE WAS HELD IN SEPTEMBER 2024 IN GALVESTON, TEXAS. THE 16TH ANNUAL CONFERENCE IS BEING PLANNED FOR SEPTEMBER 2025 IN DALLAS, TEXAS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRESSLER THOMPSON AND COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0819 WATER STREET SUITE 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KERRVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0780285343
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDA G BEATY CPA
ReturnHeader/ReturnTs02025-07-10T17:09:16-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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