Civic Intelligence

Pewin Foundation

990EZ • Fiscal year 2023 • EIN 86-2116517

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

511 Avenue of the Americas 7336New York, NY 10011

(646) 883-4897

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

71st percentile

0.01x

Higher debt load relative to assets than 71% of similar nonprofits.

2023 filings • NTEE J • <$500k nonprofits • Source year 2023

Liabilities / Revenue

77th percentile

0.03x

Higher debt load relative to revenue than 77% of similar nonprofits.

2023 filings • NTEE J • <$500k nonprofits • Source year 2023

Net Margin

18th percentile

-18%

Higher net margin than 18% of similar nonprofits.

2023 filings • NTEE J • <$500k nonprofits • Source year 2023

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2023 filings • NTEE J • <$500k nonprofits • Source year 2023

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

2023 filings • NTEE J • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-54%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • NTEE J • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$80,784

Up $13,219 (+20%) from 2022

Net Assets

Up

$79,784

Up $15,569 (+24%) from 2022

Liabilities

Down

$1,000

Down $2,350 (-70%) from 2022

Revenue

Down

$32,780

Down $38,920 (-54%) from 2022

Expenses

Up

$38,782

Up $31,297 (+418%) from 2022

Net Income

Down

-$6,002

Down $70,217 (-109%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $67,565Liabilities 2022: $3,350Net Assets 2022: $64,2152022Assets 2023: $80,784Liabilities 2023: $1,000Net Assets 2023: $79,7842023

Highlighted filing

2023

Assets$80,784
Liabilities$1,000
Net Assets$79,784

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $71,700Expenses 2022: $7,485Net Income 2022: $64,2152022Revenue 2023: $32,780Expenses 2023: $38,782Net Income 2023: -$6,0022023

Highlighted filing

2023

Revenue$32,780
Expenses$38,782
Net Income-$6,002
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Gross Receipts
$32,780
Mission and Program Overview

Mission

PEWIN Foundation leverages the philanthropic power of senior women in private equity to advance gender equality.

Program Services

DescriptionGrantsExpenses
The Foundation channels the philanthropic power of PEWIN members to support organizations committed to gender equality and diversity in financial services$15,000$33,579
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly WilliamsChair-$0--
Dana JohnsSecretary-$0--
Bronwyn BaileyTreasurer-$0--
Sarah BernsteinDirector-$0--
Krista HatcherDirector-$0--
Alison KillileaDirector-$0--
Jill KitazakiDirector-$0--
Kate MitchellDirector-$0--
Suzanne YoonDirector-$0--
Iris Zhao-FiorelloDirector-$0--
Filing and Contact Details

Filer

Filer Name
PEWIN Foundation Inc
EIN
86-2116517
Phone
6468834897
Address
511 Avenue of the Americas 7336, New York, NY 10011

Signing Officer

Name
Emily Mendell
Title
Executive Director
Phone
6468834897
Signed
2024-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
Preparer
Yong Zhang CPA
Phone
7038930300
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: . Grantee Name: Girls Who Invest. Grantee Address: 28 Liberty Street 6th floor New York, NY 10001. Date of Gift: 10/20/23. Amount Given: 15,000.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Merchant account fee. Amount: 1,070. Description: Software expense. Amount: 4,316. Description: Advertising and Marketing. Amount: 1,732. Description: Bad Debt Expense. Amount: 5,600. Description: Bank and Service Charges. Amount: 1. Description: Insurance. Amount: 959. Total to Form 990-EZ, line 16: 13,678.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: Prior period adjustment. Amount: 21,571.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Accounts receivable. Beg. of Year Amount: 37,850. End of Year Amount: 31,150. Description: Prepaid Expenses. Beg. of Year Amount: 0. End of Year Amount: 1,688.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Accrued expenses. Beg. of Year Amount: 3,350. End of Year Amount: 1,000.

Raw XML Appendix191 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/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kelly Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dana Johns
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bronwyn Bailey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sarah Bernstein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Krista Hatcher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Alison Killilea
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jill Kitazaki
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Kate Mitchell
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PrimaryExemptPurposeTxt0PEWIN Foundation leverages the philanthropic power of senior women in private equity to advance gender equality.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Foundation channels the philanthropic power of PEWIN members to support organizations committed to gender equality and diversity in financial services
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/WebsiteAddressTxt0https://www.pewin.org/initiative/foundation/
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: . Grantee Name: Girls Who Invest. Grantee Address: 28 Liberty Street 6th floor New York, NY 10001. Date of Gift: 10/20/23. Amount Given: 15,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Merchant account fee. Amount: 1,070. Description: Software expense. Amount: 4,316. Description: Advertising and Marketing. Amount: 1,732. Description: Bad Debt Expense. Amount: 5,600. Description: Bank and Service Charges. Amount: 1. Description: Insurance. Amount: 959. Total to Form 990-EZ, line 16: 13,678.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Prior period adjustment. Amount: 21,571.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Accounts receivable. Beg. of Year Amount: 37,850. End of Year Amount: 31,150. Description: Prepaid Expenses. Beg. of Year Amount: 0. End of Year Amount: 1,688.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Accrued expenses. Beg. of Year Amount: 3,350. End of Year Amount: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Emily Mendell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum06468834897
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEWIN Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0PEWI
ReturnHeader/Filer/EIN0862116517
ReturnHeader/Filer/PhoneNum06468834897
ReturnHeader/Filer/USAddress/AddressLine1Txt0511 Avenue of the Americas 7336
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582676261
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rogers & Company PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08300 Boone Boulevard Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vienna
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022182
ReturnHeader/PreparerPersonGrp/PhoneNum07038930300
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Yong Zhang CPA
ReturnHeader/ReturnTs02024-05-10T08:38:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Emily
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Mendell
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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