Civic Intelligence

Women in Public Finance

EIN 36-4173665 • 501(c)6 • Austin, TX

Profile

The mission of women in public finance is to advance women's leadership opportunities and potential by fostering relationships and networking, and providing educational and learning activities and forums.

600 W 8th StreetAustin, TX 78701

www.wpfc.com

Siviq Scores

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

Liabilities / Assets

84th percentile

0.38x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

92nd percentile

0.55x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

48th percentile

2.9%

Higher net margin than 48% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

501(c)6 • $500k-$1M nonprofits • Source year 2025

Asset Growth

47th percentile

2.9%

Faster asset growth than 47% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

53rd percentile

6.2%

Faster revenue growth than 53% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$881,877

Up $180,129 (+26%) from 2023

Liabilities

Up

$339,689

Up $136,769 (+67%) from 2023

Net Assets

Up

$542,188

Up $43,360 (+8.7%) from 2023

Revenue

Up

$593,211

Up $94,522 (+19%) from 2023

Expenses

Up

$549,851

Up $163,270 (+42%) from 2023

Net Income

Down

$43,360

Down $68,748 (-61%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $108,857Liabilities 2011: $2,500Net Assets 2011: $106,3572011Assets 2012: $135,619Liabilities 2012: $12,253Net Assets 2012: $123,3662012Assets 2013: $132,184Net Assets 2013: $132,1842013Assets 2014: $171,167Liabilities 2014: $29,000Net Assets 2014: $142,1672014Assets 2015: $219,535Liabilities 2015: $47,777Net Assets 2015: $171,7582015Assets 2016: $255,608Liabilities 2016: $41,000Net Assets 2016: $214,6082016Assets 2017: $246,306Liabilities 2017: $59,750Net Assets 2017: $186,5562017Assets 2018: $239,688Liabilities 2018: $0Net Assets 2018: $239,6882018Assets 2019: $301,264Liabilities 2019: $68,620Net Assets 2019: $232,6442019Assets 2020: $255,441Liabilities 2020: $24,512Net Assets 2020: $230,9292020Assets 2021: $427,206Liabilities 2021: $134,168Net Assets 2021: $293,0382021Assets 2022: $520,886Liabilities 2022: $134,166Net Assets 2022: $386,7202022Assets 2023: $701,748Liabilities 2023: $202,920Net Assets 2023: $498,8282023Assets 2024: $881,877Liabilities 2024: $339,689Net Assets 2024: $542,1882024

Highlighted filing

2024

Assets$881,877
Liabilities$339,689
Net Assets$542,188

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $156,158Expenses 2011: $153,639Net Income 2011: $2,5192011Revenue 2012: $164,997Expenses 2012: $147,988Net Income 2012: $17,0092012Revenue 2013: $171,988Expenses 2013: $163,170Net Income 2013: $8,8182013Revenue 2014: $173,379Expenses 2014: $163,396Net Income 2014: $9,9832014Revenue 2015: $195,864Expenses 2015: $166,273Net Income 2015: $29,5912015Revenue 2016: $218,715Expenses 2016: $175,865Net Income 2016: $42,8502016Revenue 2017: $234,270Expenses 2017: $262,322Net Income 2017: -$28,0522017Revenue 2018: $314,523Expenses 2018: $261,391Net Income 2018: $53,1322018Revenue 2019: $322,450Expenses 2019: $329,494Net Income 2019: -$7,0442019Revenue 2020: $363,807Expenses 2020: $365,522Net Income 2020: -$1,7152020Revenue 2021: $164,139Expenses 2021: $102,030Net Income 2021: $62,1092021Revenue 2022: $422,122Expenses 2022: $328,440Net Income 2022: $93,6822022Revenue 2023: $498,689Expenses 2023: $386,581Net Income 2023: $112,1082023Revenue 2024: $593,211Expenses 2024: $549,851Net Income 2024: $43,3602024

Highlighted filing

2024

Revenue$593,211
Expenses$549,851
Net Income$43,360

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.82$3.40$5.42$5.93$5.50$0.43
2023Detailed filing. Detailed filing data is available for this year.$7.02$2.03$4.99$4.99$3.87$1.12
2022Detailed filing. Detailed filing data is available for this year.$5.21$1.34$3.87$4.22$3.28$0.94
2021Detailed filing. Detailed filing data is available for this year.$4.27$1.34$2.93$1.64$1.02$0.62
2020Detailed filing. Detailed filing data is available for this year.$2.55$0.25$2.31$3.64$3.66$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.01$0.69$2.33$3.22$3.29$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$3.15$2.61$0.53
2017Detailed filing. Detailed filing data is available for this year.$2.46$0.60$1.87$2.34$2.62$0.28
2016Detailed filing. Detailed filing data is available for this year.$2.56$0.41$2.15$2.19$1.76$0.43
2015Detailed filing. Detailed filing data is available for this year.$2.20$0.48$1.72$1.96$1.66$0.30
2014Detailed filing. Detailed filing data is available for this year.$1.71$0.29$1.42$1.73$1.63$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$1.32$1.72$1.63$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.12$1.23$1.65$1.48$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.03$1.06$1.56$1.54$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Apr 15, 2025
Return Version
2023v6.0
Gross Receipts
$593,211
Mission and Program Overview

Mission

The mission of women in public finance is to advance women's leadership opportunities and potential by fostering relationships and networking, and providing educational and learning activities and forums.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$396,522$447,831▲ $51,309
Cash and Non-Interest-Bearing Accounts$169,068$227,881▲ $58,813
Prepaid Expenses and Deferred Charges$135,158$117,599▼ $17,559
Accounts Receivable$1,000$88,566▲ $87,566
Total Assets$701,748$881,877▲ $180,129
Liabilities
Deferred Revenue$187,910$335,575▲ $147,665
Accounts Payable and Accrued Expenses$15,010$4,114▼ $10,896
Total Liabilities$202,920$339,689▲ $136,769
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$498,828$542,188▲ $43,360
Total Net Assets Fund Balance$498,828$542,188▲ $43,360
Total Liabilities and Net Assets / Fund Balance$701,748$881,877▲ $180,129
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kayla MacEwenImmediate Past President
Jennifer FredericksPresident
Kathleen BowePresident-Elect
Anna HorevayDirector
Christine PihlDirector
Laurie ScottDirector
Liberty ZiegahnDirector
Lindsay EvansDirector
Mary Kate RoganDirector
Patricia RodriguezDirector
Romy McCarthyDirector
Sarah SanchezDirector
Tamika ReedDirector
Tina WilsonDirector
Toni-Marie KahreAssistant Treasurer
Martina HinojosaSecretary
Biljana SekiTreasurer
Melanie JohnsonVP Chapters
Amanda LeeVP Conference
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$587,835
Investment Income
$5,376
Other Revenue
$0
Change in Net Assets
$43,360
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$534,851
Grants and Similar Amounts Paid$15,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$333,725
Fees for Services Other---$82,355
Fees for Services Accounting---$23,577
Information Technology---$15,058
Grants to Domestic Individuals---$15,000
Other Expenses---$10,352
Office Expenses---$7,518
Insurance---$6,726
Fees for Services Legal---$306
All Other Expenses---$191
Total Functional Expenses$0$0$0$549,851
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
Subject to proxy tax
No
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

An independent certified public accountant (CPA) firm prepares the Organization's form 990 and submits to the Board Officers for review. Questions and comments on the form are directed back to the CPA. After all discussion points are resolved, the forms are finalized and provided to the Treasurer for final review and signature of President.

Form 990, Part VI, Section C, line 19

Information is provided upon request.

Filing and Contact Details

Filer

Filer Name
Women in Public Finance
EIN
36-4173665
Phone
5124766947
Address
600 W 8th Street, Austin, TX 78701

Signing Officer

Name
Kathleen Bowe
Title
President
Phone
5124766947
Signed
2025-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Bowe
Formed
1997
Legal Domicile
Il
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
19

Preparer

Firm
Aprio Advisory Group LLC
Address
111 Rockville Pike Suite 600, Rockville, MD 20850
Preparer
Stacy Cullen
Phone
3012316200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

Registered Agent & Statutory Filing 5,688. Administrative Fees 76,667.

Raw XML Appendix396 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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IRS990/Form990PartVIISectionAGrp/PersonNm0Jennifer Fredericks
IRS990/Form990PartVIISectionAGrp/PersonNm1Kathleen Bowe
IRS990/Form990PartVIISectionAGrp/PersonNm2Kayla MacEwen
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IRS990/Form990PartVIISectionAGrp/PersonNm17Patricia Rodriguez
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Immediate Past President
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IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The mission of women in public finance is to advance women's leadership opportunities and potential by fostering relationships and networking, and providing educational and learning activities and forums.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0498828
IRS990/NetAssetsOrFundBalancesEOYAmt0542188
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0498828
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0542188
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt07518
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Board Expenses
IRS990/OtherExpensesGrp/Desc1Issuer Ambassador Reimb
IRS990/OtherExpensesGrp/Desc2Programs and Committees
IRS990/OtherExpensesGrp/TotalAmt043337
IRS990/OtherExpensesGrp/TotalAmt111706
IRS990/OtherExpensesGrp/TotalAmt210352
IRS990/PartialLiquidationInd00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0135158
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0117599
IRS990/PrincipalOfficerNm0Kathleen Bowe
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2541990
IRS990/ProgramServiceRevenueGrp/Desc0Conference Sponsorship
IRS990/ProgramServiceRevenueGrp/Desc1Conference Registratio
IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0384000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1103565
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2100270
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0384000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1103565
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2100270
IRS990/ProgSrvcAccomActy2Grp/Desc0Awards given to women to honor their achievements in the field of finance.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt015000
IRS990/PYInvestmentIncomeAmt0129
IRS990/PYOtherExpensesAmt0371581
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0498560
IRS990/PYRevenuesLessExpensesAmt0112108
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0386581
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0498689
IRS990/ReconcilationRevenueExpnssAmt043360
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0396522
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0447831
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt015000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships/Awards
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization selects scholarship award recipients based upon various criteria and ensures the awards are used accordingly.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0An independent certified public accountant (CPA) firm prepares the Organization's form 990 and submits to the Board Officers for review. Questions and comments on the form are directed back to the CPA. After all discussion points are resolved, the forms are finalized and provided to the Treasurer for final review and signature of President.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information is provided upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Registered Agent & Statutory Filing 5,688. Administrative Fees 76,667.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0701748
IRS990/TotalAssetsEOYAmt0881877
IRS990/TotalAssetsGrp/BOYAmt0701748
IRS990/TotalAssetsGrp/EOYAmt0881877
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0549851
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0202920
IRS990/TotalLiabilitiesEOYAmt0339689
IRS990/TotalLiabilitiesGrp/BOYAmt0202920
IRS990/TotalLiabilitiesGrp/EOYAmt0339689
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0498828
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0542188
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0587835
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05376
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0587835
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0593211
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt019
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0701748
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0881877
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0600 W 8th Street
IRS990/USAddress/CityNm0Austin
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078701
IRS990/VotingMembersGoverningBodyCnt019
IRS990/VotingMembersIndependentCnt019
IRS990/WebsiteAddressTxt0www.wpfc.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathleen Bowe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05124766947
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Women in Public Finance
ReturnHeader/Filer/BusinessNameControlTxt0WOME
ReturnHeader/Filer/EIN0364173665
ReturnHeader/Filer/PhoneNum05124766947
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 W 8th Street
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582487348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Aprio Advisory Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 Rockville Pike Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020850
ReturnHeader/PreparerPersonGrp/PhoneNum03012316200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stacy Cullen
ReturnHeader/ReturnTs02025-04-15T21:15:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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