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 12/2021, Womens Leadership Alliance Inc generated $269.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (12.2%) each year. All expenses for the organization totaled $70.0k during the year ending 12/2021. 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO REACH OUT TO WOMEN TO EDUCATE THEM ABOUT THE FINANCIAL ADVISORY PROFESSION, GET THEM ENGAGED IN FINANCIAL PLANNING AND ENCOURAGE MENTORSHIP OF OTHERS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
MENTOR LEADERSHIP PROGRAM-MATCHES EARLY-CAREER FEMALE FINANCIAL ADVISORS WITH EXPERIENCED FEMALE FINANCIAL ADVISORS IN A 9-MONTH TRAINING AND MENTORSHIP.
STUDENT SPONSORSHIPS-PROVIDES FUNDING TO STUDENTS FOR TUITION AND FEES FOR CERTIFIED FINANCIAL PLANNER (CFP) COURSEWORK.
AWARENESS CAMPAIGN-PROVIDING INFORMATION ABOUT THE CAREER PATH OF FINANCIAL ADVISING TO WOMEN THROUGH VIDEO AND BLOG STORY-TELLING.
HOSTING EVENTS FOR WOMEN TO LEARN ABOUT FINANCIAL ADVISORY AND COSTS TO SET UP THE ORGANIZATION
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Michelle Danielson Executive Director | Officer | $24,000 | |
Kalita Blessing Chair | Officer | $0 | |
Judith Mcgee Secretary | Officer | $0 | |
Tracy Vaughn Treasurer | Officer | $0 |
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 | $229,038 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $229,038 |
Total Program Service Revenue | $0 |
Investment income | $16,447 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $23,477 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $268,962 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $6,000 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $24,000 |
Compensation of current officers, directors, key employees. | $24,000 |
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 | $0 |
Fees for services: Legal | $5,643 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $5,155 |
Fees for services: Other | $15,050 |
Advertising and promotion | $0 |
Office expenses | $651 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $0 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $0 |
Insurance | $0 |
All other expenses | $132 |
Total functional expenses | $69,953 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $107,831 |
Savings and temporary cash investments | $0 |
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 | $744,687 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $852,518 |
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 | $852,518 |
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 | $852,518 |
Over the last fiscal year, we have identified 2 grants that Womens Leadership Alliance Inc has recieved totaling $384,400.
Awarding Organization | Amount |
---|---|
Raymond James Charitable Endowment Fund St Petersberg, FL PURPOSE: GENERAL USE AND/OR SPECIAL FUND/PROJECT | $192,200 |
Raymond James Charitable Endowment Fund St Petersberg, FL PURPOSE: GENERAL USE AND/OR SPECIAL FUND/PROJECT | $192,200 |
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