Womens Leadership Alliance Inc
- Assets
- $913.2k
- Revenue
- $282.7k
- Investments
- $0.0
- Employees
- 0
- Location
- Jacksonville Beach, FL
- Founding
- 02/2017
- Data as of
- 12/2023
- EIN
- 81-3732234
Organization Overview
Womens Leadership Alliance Inc is located in Jacksonville Beach, FL. The organization was established in 2017. According to its NTEE Classification (B99) the organization is classified as: Education N.E.C., under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Womens Leadership Alliance Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Womens Leadership Alliance Inc generated $282.7k in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 20.1% each year . All expenses for the organization totaled $257.0k during the year ending 12/2023. While expenses have increased by 25.6% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
TO ADDRESS THE LONG-STANDING LACK OF GENDER REPRESENTATION IN THE FINANCIAL ADVISING PROFESSION BY ATTRACTING, SUPPORTING, AND ADVANCING WOMEN TO CREATE SUCCESSFUL AND FULFILLING FINANCIAL ADVISING CAREERS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
FACILITATED MENTOR LEADERSHIP PROGRAM-MATCHING AND SUPPORTING EARLY-CAREER FEMALE FINANCIAL ADVISORS WITH EXPERIENCED FEMALE FINANCIAL ADVISORS IN COMMUNITY SUPPORTED, 1:1, 6-MONTH MENTORSHIP AND PROFESSIONAL DEVELOPMENT EXPERIENCE.
STUDENT SPONSORSHIPS-PROVIDES FUNDING TO STUDENTS FOR TUITION AND FEES FOR CERTIFIED FINANCIAL PLANNER COURSEWORK.
SALLY LAW INITIATIVE WAS CREATED BY ONE OF THE FOUNDING MEMBERS OF THE WLA WITH THE PURPOSE OF SUPPORTING EDUCATIONAL PATHWAYS, PARTNERSHIPS AND RESOURCES FOR COLLEGE WOMEN INTERESTED IN PURSUING A CAREER IN THE FINANCIAL PLANNING INDUSTRY. IT HELPS PROVIDE FUNDING FOR STUDENT INTERNSHIPS, COLLEGE STUDENT SPONSORSHIPS AND MENTORSHIPS AND FPA COMPETITIONS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Stephanie Gularte Executive Director | Trustee | 22 | $94,000 |
Kalita Blessing President | Officer | 2 | $0 |
Judith Mcgee Secretary | Officer | 2 | $0 |
Kimberlee Bouska Vice Chair | Officer | 2 | $0 |
Ellenore Baker Treasurer | Officer | 2 | $0 |
Mary Carter Peterson Director | Officer | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $239,194 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $239,194 |
| Total Program Service Revenue | $6,455 |
| Investment income | $28,628 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $8,439 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $282,716 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $42,000 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $164,428 |
| Fees for services: Legal | $437 |
| Fees for services: Accounting | $1,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $2,812 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $9,840 |
| Office expenses | $251 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $289 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $27,216 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $438 |
| Total functional expenses | $256,955 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | -$987 |
| Savings and temporary cash investments | $88,111 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $826,121 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $913,245 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $913,245 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $913,245 |