Civic Intelligence

Women Investing in Security and Education

EIN 33-0904048 • 501(c)3 • Lake Forest, CA

Pub. 78 Eligible990-N Coverage

Profile

To facilitate the financial education of women and girls from all socio-economic backgrounds through webinars, workshops, and conferences.

23705 Birtcher DrLake Forest, CA 92630

www.wiseinvestors.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

87th percentile

$18,615

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

82nd percentile

35%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

63%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$312,468

Up $80,212 (+35%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$312,468

Up $80,212 (+35%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin84th percentile

Revenue

Up

$199,857

Up $77,435 (+63%) from 2023

Expenses

Up

$129,682

Up $23,679 (+22%) from 2023

Net Income

Up

$70,175

Up $53,756 (+327%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$400K$300K$200K$100K$0Assets 2021: $163,536Liabilities 2021: $0Net Assets 2021: $163,5362021Assets 2022: $207,538Liabilities 2022: $0Net Assets 2022: $207,5382022Assets 2023: $232,256Liabilities 2023: $0Net Assets 2023: $232,2562023Assets 2024: $312,468Liabilities 2024: $0Net Assets 2024: $312,4682024

Highlighted filing

2024

Assets$312,468
Liabilities$0
Net Assets$312,468
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$200K$150K$100K$50K$0Revenue 2021: $69,375Expenses 2021: $49,065Net Income 2021: $20,3102021Revenue 2022: $128,403Expenses 2022: $70,403Net Income 2022: $58,0002022Revenue 2023: $122,422Expenses 2023: $106,003Net Income 2023: $16,4192023Revenue 2024: $199,857Expenses 2024: $129,682Net Income 2024: $70,1752024

Highlighted filing

2024

Revenue$199,857
Expenses$129,682
Net Income$70,175
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$312,468
Liabilities
$0
Net assets
$312,468
Revenue
$199,857
Expenses
$129,682
Net income
$70,175
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$2.00$1.30$0.70
2023Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$1.22$1.06$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$1.28$0.70$0.58
2021Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.69$0.49$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$199,857
Mission and Program Overview

Mission

To facilitate the financial education of women and girls from all socio-economic backgrounds through webinars, workshops, and conferences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$153,766$240,503▲ $86,737
Cash and Non-Interest-Bearing Accounts$78,490$71,965▼ $6,525
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$232,256$312,468▲ $80,212
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$232,256$312,468▲ $80,212
Total Net Assets Fund Balance$232,256$312,468▲ $80,212
Total Liabilities and Net Assets / Fund Balance$232,256$312,468▲ $80,212

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$55,297$43,350▲ $2,633$10,000$79,280
2023$51,380$22,275▲ $1,657$10,000$55,297
2022-$51,418▼ $38-$51,380
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kasey BuharieDirectorPT$18,615$18,615
Trae LewisDirectorPT$5,500$5,500

Board Members and Trustees

NameTitle
Becky PorterDirector
Janelle MetzgerDirector
Jonathan TreussardDirector
Joyce AvernaDirector
Lina ThachDirector
Sonja StrzodaDirector
Stephanie KingDirector
Susan WilligDirector
Xandra LaskowskiDirector
Angela DaileyCEO
Darlene MarchCOO
Jan WalshProgram Liaison
Elizabeth De SousaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$193,429
Program Service Revenue
$0
Investment Income
$6,428
Other Revenue
$0
All Other Contributions
$193,429
Change in Net Assets
$70,175
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$74,317
Grants and Similar Amounts Paid$31,250
Salaries, Compensation, and Employee Benefits$24,115
Total Fundraising Expense$14,372
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$32,667$3,629$5,379$41,675
Grants to Domestic Orgs$31,250--$31,250
Current Officers, Directors, Trustees, and Key Employees$22,465-$1,650$24,115
Advertising$10,855-$4,652$15,507
All Other Expenses$1,538$938$2,559$5,035
Fees for Services Legal-$1,519-$1,519
Other Expenses$1,356$26$26$1,408
Fees for Service Investment Mgmnt Fees-$1,079-$1,079
Insurance$846$106$106$1,058
Travel$334--$334
Total Functional Expenses$108,013$7,297$14,372$129,682
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Girls IncSanta Ana, CA-College Bound Scholarships$17,000
WnetNew York, NY-Wealthtrack Seasonal Production$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 was reviewed by a committee consisting of the executive director and chief operating officer that advises the board of any issues appearing on the tax return.”

Form 990, Part VI, Section C, Line 18

“All governing documents, policies, and financial statements are available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Women Investing in Security and
EIN
33-0904048
Phone
9498305231
Address
23705 BIRTCHER DR, LAKE FOREST, CA 92630

Signing Officer

Name
Angela Dailey
Title
Executive Director
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
14
Employees
0
Volunteers
100

Preparer

Firm
M Blank & Company Inc
Address
23705 BIRTCHER DR, LAKE FOREST, CA 92630
Preparer
Marilyn M Blank
Phone
9498305231
Raw XML AppendixShowing 400 of 510 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To facilitate the financial education of women and girls from all socio-economic backgrounds through webinars, workshops, and conferences.
IRS990/AdvertisingGrp/FundraisingAmt04652
IRS990/AdvertisingGrp/ProgramServicesAmt010855
IRS990/AdvertisingGrp/TotalAmt015507
IRS990/AllOtherContributionsAmt0193429
IRS990/AllOtherExpensesGrp/FundraisingAmt02559
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0938
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01538
IRS990/AllOtherExpensesGrp/TotalAmt05035
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0MARILYN BLANK
IRS990/BooksInCareOfDetail/PhoneNum09498305231
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt023705 BIRTCHER DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0LAKE FOREST
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092630
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt078490
IRS990/CashNonInterestBearingGrp/EOYAmt071965
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt01650
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt022465
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt024115
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0193429
IRS990/CYGrantsAndSimilarPaidAmt031250
IRS990/CYInvestmentIncomeAmt06428
IRS990/CYOtherExpensesAmt074317
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt070175
IRS990/CYSalariesCompEmpBnftPaidAmt024115
IRS990/CYTotalExpensesAmt0129682
IRS990/CYTotalFundraisingExpenseAmt014372
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0199857
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Getting 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.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt047705
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01519
IRS990/FeesForServicesLegalGrp/TotalAmt01519
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt05379
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03629
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt032667
IRS990/FeesForServicesOtherGrp/TotalAmt041675
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01079
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01079
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt315.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt910.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt135.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt145.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0KASEY BUHARIE
IRS990/Form990PartVIISectionAGrp/PersonNm1TRAE LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm2ANGELA DAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm3DARLENE MARCH
IRS990/Form990PartVIISectionAGrp/PersonNm4BECKY PORTER
IRS990/Form990PartVIISectionAGrp/PersonNm5ELIZABETH DE SOUSA
IRS990/Form990PartVIISectionAGrp/PersonNm6JAN WALSH
IRS990/Form990PartVIISectionAGrp/PersonNm7JANELLE METZGER
IRS990/Form990PartVIISectionAGrp/PersonNm8SUSAN WILLIG
IRS990/Form990PartVIISectionAGrp/PersonNm9JONATHAN TREUSSARD
IRS990/Form990PartVIISectionAGrp/PersonNm10JOYCE AVERNA
IRS990/Form990PartVIISectionAGrp/PersonNm11SONJA STRZODA
IRS990/Form990PartVIISectionAGrp/PersonNm12STEPHANIE KING
IRS990/Form990PartVIISectionAGrp/PersonNm13XANDRA LASKOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm14LINA THACH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt018615
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt3COO
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Program Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt017000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt031250
IRS990/GrantsToDomesticOrgsGrp/TotalAmt031250
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0199857
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt0106
IRS990/InsuranceGrp/ManagementAndGeneralAmt0106
IRS990/InsuranceGrp/ProgramServicesAmt0846
IRS990/InsuranceGrp/TotalAmt01058
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt06428
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06428
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0153766
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0240503
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To facilitate the financial education of women and girls from all socio-economic backgrounds through webinars, workshops, and conferences.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0232256
IRS990/NetAssetsOrFundBalancesEOYAmt0312468
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt010037
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0232256
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0312468
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1EVENT EXPENSES
IRS990/OtherExpensesGrp/Desc2WEBINARS
IRS990/OtherExpensesGrp/Desc3MEALS
IRS990/OtherExpensesGrp/FundraisingAmt026
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt026
IRS990/OtherExpensesGrp/ProgramServicesAmt02666
IRS990/OtherExpensesGrp/ProgramServicesAmt12590
IRS990/OtherExpensesGrp/ProgramServicesAmt21446
IRS990/OtherExpensesGrp/ProgramServicesAmt31356
IRS990/OtherExpensesGrp/TotalAmt02666
IRS990/OtherExpensesGrp/TotalAmt12590
IRS990/OtherExpensesGrp/TotalAmt21446
IRS990/OtherExpensesGrp/TotalAmt31408
IRS990/OtherInd0X
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Tearing 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt036580
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05875
IRS990/ProgSrvcAccomActy3Grp/Desc0STEM & 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt023728
IRS990/ProgSrvcAccomActy3Grp/GrantAmt08375
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0117324
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt028645
IRS990/PYInvestmentIncomeAmt05098
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt059343
IRS990/PYRevenuesLessExpensesAmt016419
IRS990/PYSalariesCompEmpBnftPaidAmt018015
IRS990/PYTotalExpensesAmt0106003
IRS990/PYTotalRevenueAmt0122422
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt070175
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0193429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0117324
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0133955
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt065250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt067135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0577093
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06428
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04290
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02705
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013423
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45440
IRS990ScheduleA/PublicSupportPY170Pct00.39770
IRS990ScheduleA/PublicSupportTotal170Amt0268303
IRS990ScheduleA/SubstantialContributorsTotAmt0308790
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0193429
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0117324
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0133955
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt065250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt067135
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0577093
IRS990ScheduleA/TotalSupportAmt0590516
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt055297
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt043350
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt079280
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt012000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02633
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt010000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt015
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt051380
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt022275
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt055297
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt010000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01657
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt010000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt051418
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt051380
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-38
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.