Women Investing in Security and Education

Nonprofit profile at a glance

EIN
330904048
IRS 990 coverage
2022–2024
Forms available
Form 990 2024, Form 990-N 2020
Location
Lake Forest, CA, USA
Phone
9498305231
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Financial Counseling

Official website

Reported finances

Revenue
$199,857
Expenses
$129,682
Assets
$312,468
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

15 people listed

Executive titles in this filing

  • ANGELA DAILEY (CEO)

Highest reported compensation

  • KASEY BUHARIE (Director): $18,615 total reported compensation
  • TRAE LEWIS (Director): $5,500 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To facilitate the financial education of women and girls from all socio-economic backgrounds through webinars, workshops, and conferences.

What it reported doing in 2024

Tearing Down The Pink Wall Program geared towards young women in partnership with local universities. Program includes podcasts, webinars, speaker events showcasing professional views of accomplished women in the financial services industry. Pink Wall Empowerment program provides information on investments, retirement planning, tax strategies, and personal finance topics such as estate and divorce planning.

Operating model

Revenue model
Donor-supported. 97% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 71% for direct work, and 29% for grants.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 64
  • Transparency & Controls: 86
  • Accountability: 66
  • Sustainability: 71
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 55.5%; rating input score 56
  • Program expense ratio: 83.3%; rating input score 83
  • Fundraising efficiency: $13.46 raised per $1 spent on fundraising; rating input score 47; 47th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 91.7%; rating input score 92; 19th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 86.4%; rating input score 86; 50th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 93.3%; rating input score 93; 26th percentile among comparable filings
  • Governance controls: 2 of 7 controls in place; rating input score 29
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 35.1%; rating input score 85; 85th percentile among comparable filings
  • Total-asset coverage ratio: 2.41; rating input score 64; 64th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
  • Officer compensation ratio: 18.6%; rating input score 21; 21st percentile among comparable filings

Growth

  • Program expense growth: 27.3% per year; rating input score 100; 89th percentile among comparable filings
  • Revenue growth: 23.8% per year; rating input score 100; 90th percentile among comparable filings
  • Asset growth: 20.9% per year; rating input score 100; 85th percentile among comparable filings

Details

  • Where the money goes: 55.5% of revenue deployed · 83.3% of spending went to programs
  • Governance: 14 of 15 board members independent · 2 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $108K in reported program spending
  • Leadership: top reported pay $19K · 15 people listed
  • Consistency: 20 of 21 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 56/100.
  • High — Accountability: Governance controls: 4 of 6 not reported.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 47/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 21/100.