| Return Reference | Explanation |
|---|---|
| PART I - LINE 1 | THE ASSOCIATION IS A GLOBAL NETWORK OF PROFESSIONALS IN THE FINANCE AND ALTERNATIVE INVESTMENT INDUSTRIES WORKING TOGETHER TO INSPIRE, EQUIP AND ADVOCATE FOR A NEW GENERATION OF INDUSTRY LEADERSHIP, IN WHICH WOMEN AND MEN SERVE AS INVESTMENT PROFESSIONALS AND EXECUTIVES, EQUAL IN ACHIEVEMENT AND IMPACT. THROUGH EDUCATION, PEER ENGAGEMENT AND IMPACT, THE ORGANIZATION FURTHERS THE PROGRESS OF WOMEN WHO HAVE CHOSEN FINANCE AS A CAREER AND ENABLES THEIR POSITIVE INFLUENCE OVER PRE-CAREER YOUNG WOMEN. THE ASSOCIATION'S MEMBERS ARE ACTIVELY INVOLVED IN PLANNING, EXECUTING AND ATTENDING THE FOUNDATION'S ANNUAL GALA EVENTS AND OTHER FUNDRAISERS AND IN CONTRIBUTING FUNDS TO THE FOUNDATION. |
| PART III - LINE 1 | THE ASSOCIATION IS A GLOBAL NETWORK OF PROFESSIONALS IN THE FINANCE AND ALTERNATIVE INVESTMENT INDUSTRIES WORKING TOGETHER TO INSPIRE, EQUIP AND ADVOCATE FOR A NEW GENERATION OF INDUSTRY LEADERSHIP, IN WHICH WOMEN AND MEN SERVE AS INVESTMENT PROFESSIONALS AND EXECUTIVES, EQUAL IN ACHIEVEMENT AND IMPACT. THROUGH EDUCATION, PEER ENGAGEMENT AND IMPACT, THE ORGANIZATION FURTHERS THE PROGRESS OF WOMEN WHO HAVE CHOSEN FINANCE AS A CAREER AND ENABLES THEIR POSITIVE INFLUENCE OVER PRE-CAREER YOUNG WOMEN. THE ASSOCIATION'S MEMBERS ARE ACTIVELY INVOLVED IN PLANNING, EXECUTING AND ATTENDING THE FOUNDATION'S ANNUAL GALA EVENTS AND OTHER FUNDRAISERS AND IN CONTRIBUTING FUNDS TO THE FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 3 | DURING 2024, THE MANAGEMENT FUNCTIONS OF THE ORGANIZATION WERE DELEGATED TO AN INDEPENDENT CONTRACTOR, DEBORAH MCLEAN, SERVING AS INTERIM EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED ANNUALLY TO COMPLETE A QUESTIONNAIRE DISCLOSING ANY CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION FOR THE INTERIM EXECUTIVE AND COO/CDO INCLUDED THE REFERENCED COMP STUDY, AND THE FINANCE COMMITTEE REVIEWED AND APPROVED THEIR COMP THROUGH THE BUDGETING PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE PUBLIC CAN CONTACT THE CEO REGARDING QUESTIONS, AT ANY TIME, THROUGH THE WEBSITE. |
| PART VII | THE ORGANIZATION DID NOT HAVE AN ACTIVE CEO OR EQUIVALENT DURING 2024. THE BOARD OF DIRECTORS COLLECTIVELY MANAGED THE ORGANIZATION'S OPERATIONS AND OVERSAW ALL EXECUTIVE FUNCTIONS. AN INDEPENDENT CONTRACTOR WAS HIRED AS AN INTERIM EXECUTIVE DIRECTOR. |
| FORM 990, PART IX, LINE 11G | CONTRACTED SERVICES 812,132. PAYROLL PROCESSING 19,439. |
| FORM 990, PART XI, LINE 9: | FOREIGN EXCHANGE GAIN (LOSS) -952. |
| Software ID: | |
| Software Version: |