Liabilities / Assets
56th percentile
Higher debt load relative to assets than 56% of similar nonprofits.
EIN 47-1467214 • 501(c)3 • Port Chester, NY
Profile
To connect, elevate, and advance female professionals in the financial industry through education, mentoring, and sponsorship by leveraging senior leaders within the organization. WIFM currently has over 7,000 participants worldwide
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
56th percentile
Higher debt load relative to assets than 56% of similar nonprofits.
Liabilities / Revenue
50th percentile
Higher debt load relative to revenue than 50% of similar nonprofits.
Net Margin
71st percentile
Higher net margin than 71% of similar nonprofits.
Top Officer Pay
85th percentile
Higher top officer pay than 85% of similar nonprofits.
Top officer pay equals 20.8% of source-year revenue.
Asset Growth
74th percentile
Faster asset growth than 74% of similar nonprofits.
Revenue Growth
85th percentile
Faster revenue growth than 85% of similar nonprofits.
Assets
Up$1,012,887
Up $136,335 (+16%) from 2023
Liabilities
Down$57,515
Down $8,380 (-13%) from 2023
Net Assets
Up$955,372
Up $144,715 (+18%) from 2023
Revenue
Up$779,883
Up $291,968 (+60%) from 2023
Expenses
Up$635,168
Up $157,264 (+33%) from 2023
Net Income
Up$144,715
Up $134,704 (+1346%) from 2023
Most recent year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
To attract, retain, educate, and develop female leaders in the financial industry. We provide targeted channels for education, mentoring, sponsorship, leveraging senior leaders within our organization. WIND currently has more than 5,000 participants worldwide in the financial industry, who consist of women with a range of backgrounds and seniority. Our participants include people in trading, sales, tax, economics, portfolio management, risk, marketing, research, academia, government, operations, and technology. WIND was established in 2007.
To connect, elevate, and advance female professionals in the financial industry.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $460,855 | $485,012 | ▲ $24,157 |
| Cash and Non-Interest-Bearing Accounts | $355,697 | $357,875 | ▲ $2,178 |
| Accounts Receivable | $60,000 | $170,000 | ▲ $110,000 |
| Total Assets | $876,552 | $1,012,887 | ▲ $136,335 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $65,895 | $47,515 | ▼ $18,380 |
| Deferred Revenue | - | $10,000 | - |
| Total Liabilities | $65,895 | $57,515 | ▼ $8,380 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $810,657 | $955,372 | ▲ $144,715 |
| Total Net Assets Fund Balance | $810,657 | $955,372 | ▲ $144,715 |
| Total Liabilities and Net Assets / Fund Balance | $876,552 | $1,012,887 | ▲ $136,335 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Melody Mokhtarian | Director of Membership & Dev | FT | $146,794 | $15,197 | $161,991 |
| Name | Title |
|---|---|
| Julie Winkler | Board Chair |
| Cassandra Seier | President & CEO |
| Lona Mozumder | Board Member |
| Nichola Hunter | Board Member |
| Bari Trontz | Director |
| Claudia Downing | Director |
| Jacqueline Mesa | Director |
| Joyce Thormann | Director |
| Karen Wares | Director |
| Kyle Brandon | Director |
| Marta Polesczuk | Director |
| Samantha Dezur | Director |
| Suzanne De Verdelon | Director |
| Tracey Jordal | Director |
| Tracy Rucker-wilson | Director |
| Victoria Greenberg | Director |
| Tara Dziedzic | Secretary |
| Margoth Pilla | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $335,451 |
| Salaries, Compensation, and Employee Benefits | $262,217 |
| Total Fundraising Expense | $109,179 |
| Grants and Similar Amounts Paid | $37,500 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $89,088 | $43,779 | $87,558 | $220,425 |
| Information Technology | $59,660 | $7,019 | $3,509 | $70,188 |
| Grants to Domestic Orgs | $35,000 | - | - | $35,000 |
| Conferences and Meetings | $33,284 | - | - | $33,284 |
| Payroll Taxes | $7,323 | $3,572 | $6,966 | $17,861 |
| Other Employee Benefits | $6,337 | $3,168 | $6,337 | $15,842 |
| Advertising | $8,329 | - | - | $8,329 |
| Pension Plan Contributions | $3,236 | $1,617 | $3,236 | $8,089 |
| Fees for Services Accounting | - | $7,100 | - | $7,100 |
| Fees for Services Legal | $4,067 | - | - | $4,067 |
| Occupancy | $1,498 | $730 | $1,424 | $3,652 |
| Grants to Domestic Individuals | $2,500 | - | - | $2,500 |
| Insurance | - | $1,381 | - | $1,381 |
| Other Expenses | $67,460 | $1,144 | - | $1,144 |
| All Other Expenses | $300 | $302 | $149 | $751 |
| Total Functional Expenses | $442,402 | $83,587 | $109,179 | $635,168 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $132,748 |
| Fundraising Gross Income | $132,748 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Annual Gala | $854,551 | $121,787 | $29,454 | $92,333 |
| Washington Update Luncheon | $10,000 | $10,961 | - | $10,961 |
| Total Events | $864,551 | $132,748 | $132,748 | $0 |
“The 990 is reviewed by the treasurer before filing”
“Copies of filed tax returns are available upon request.”
“Documents are available upon request.”
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/Desc | 0 | Women in Financial Markets (WIFM )Mission is to connect, elevate, and advance female professionals in the financial industry through education, mentoring, and sponsorship by leveraging senior leaders within the organization. WIFM currently has over 7,000 participants worldwide The following are events that were held in 2024:February 6, 2024EmpowerHer: Paving Your Path (Los Angeles)February 13, 2024Asset Management Derivatives Forum - WIFM Washington Update Luncheon (Laguna Niguel)February 20, 2024Italian Derivatives Market- A Discussion on Current Legal Challenges and Future Perspectives (Milan)February 28, 2024Eurex Derivatives Forum (Frankfurt)March 6-27, 2024Women's History Month Series (Virtual)March 7, 2024NYSE Closing Bell Ceremony (NYC)March 20, 2024Increase Your Influence (London)April 17, 2024ISDA AGM- Future of Derivatives Markets: Shaken or Stirred? (Tokyo)May 16, 2024Ladder Up: An Evening of Collective Expertise from Female Leaders (NYC)June 19, 2024WIFM IDX Breakfast (London)June 20, 2024Treasury Clearing: Market Structure Impact and Path to Readiness (NYC)June 25, 2024Summer Leadership Series (Virtual)June 25, 2024Women in Digital Asset Forum (Stamford)July 16, 2024Women Leading the Way: Diverse Perspectives on Women in Financial Markets (NYC)Auguts 7, 2024Wine Down Wednesday with WIFM (Boston)Auguts 8, 2024International Allyship Day (NYC)Auguts 20, 2024Summer Leadership Series (Virtual)Auguts 26, 2024Digital Assets Unveiled: Navigating the Future of Trading (NYC)September 16, 2024TradeTech FX Europe (Amsterdam)October 4, 2024Fixed Income Leaders Summit (London)November 14 , 2024Current State of Play: Women in Commodities (Houston)November 19, 2024Votes and Volatility: Navigating the Market's Election Rollercoaster (Boston)November 19, 2024Market Opportunities and Challenges in 20255 - Leading Buy Side and Sell Side Perspectives (NYC) |
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| IRS990/GrossReceiptsAmt | 0 | 912631 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 18 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 3509 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 7019 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 59660 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 70188 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 1381 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 1381 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 26401 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 26401 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 9 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | NY |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | To connect, elevate, and advance female professionals in the financial industry through education, mentoring, and sponsorship by leveraging senior leaders within the organization. WIFM currently has over 7,000 participants worldwide |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 810657 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 955372 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 810657 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 955372 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 1424 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 730 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 1498 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 3652 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 6337 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 3168 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 6337 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 15842 |
| IRS990/OtherExpensesGrp/Desc | 0 | LEADERSHIP PROGRAMS |
| IRS990/OtherExpensesGrp/Desc | 1 | OTHER EVENT EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 2 | OTHER ADMINISTRATIVE CO |
| IRS990/OtherExpensesGrp/Desc | 3 | FILING FEES AND BANK CH |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 13775 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 1144 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 124320 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 67460 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 124320 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 67460 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 13775 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 1144 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 87558 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 43779 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 89088 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 220425 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 6966 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 3572 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 7323 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 17861 |
| IRS990/PensionPlanContributionsGrp/FundraisingAmt | 0 | 3236 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 1617 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 3236 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 8089 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | JULIE WINKLER |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | WIFM CONFERENCE |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 13825 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 13825 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 473742 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 47488 |
| IRS990/PYInvestmentIncomeAmt | 0 | 14174 |
| IRS990/PYOtherExpensesAmt | 0 | 225521 |
| IRS990/PYOtherRevenueAmt | 0 | -1 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 10011 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 204895 |
| IRS990/PYTotalExpensesAmt | 0 | 477904 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 487915 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 144715 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 0 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 13825 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 460855 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 485012 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 739657 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 473742 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 594526 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 327616 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 65964 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 2201505 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 26401 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 14174 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3606 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 7 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 44188 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 13825 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.71940 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.67870 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 1615488 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 586017 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 739657 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 473742 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 594526 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 327616 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 65964 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 2201505 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 2245693 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 731803 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 732764 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt | 0 | -961 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 132748 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | ANNUAL GALA |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | WASHINGTON UPDATE LUNCHEON |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 249 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt | 0 | 10961 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 11210 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 854551 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 10000 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 864551 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 121787 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 10961 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 132748 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt | 0 | 2152 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt | 0 | 2152 |
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