Womens Finance Exchange Inc of Dallas
Nonprofit profile at a glance
- EIN
- 752798056
- IRS 990-EZ coverage
- 2011–2025
- Forms available
- Form 990-EZ 2025
- Location
- Dallas, TX, USA
- Rating confidence
- Limited
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $38,872
- Expenses
- $44,610
- Assets
- $47,830
- Liabilities
- $2,821
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- OLIVIA BOCK (PAST PRESIDENT)
- KAMBRIE CONDIT (Vice President)
- SHELBY PALMER (President)
People named in this filing
- OLIVIA BOCK (PAST PRESIDENT)
- PENNY LIU (PROGRAMS EVENTS)
- LAILA SARVARIAN (PROGRAM EVENTS)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To foster and encourage the education and professional development of women in the financial community.
What it reported doing in 2025
Monthly networking meetings to stimulate interest in the needs of women in the financial community, provide educational materials and provide a liaison with other pertinent groups.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 35
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -14.8%; rating input score 25; 25th percentile among comparable filings
- Total-asset coverage ratio: 1.07; rating input score 49; 49th percentile among comparable filings
- Liabilities to assets ratio: 0.06; rating input score 17; 17th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -28.4% per year; rating input score 0; 15th percentile among comparable filings
- Revenue growth: -3.7% per year; rating input score 0; 37th percentile among comparable filings
- Asset growth: -1.3% per year; rating input score 0; 33rd percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 1 filed schedules
- Filing history: 15 filing years from 2011 to 2025
- Contacts: How to reach this organization
- 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.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 25/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 49/100.
- High — Sustainability: Liabilities to assets ratio scored 17/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.