irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $110KLAUNCHME IS A GLOBAL MENTORSHIP PROGRAM CONNECTING EARLY-CAREER PROFESSIONALS AND STUDENTS WITH EXPERIENCED INDUSTRY PROFESSIONALS TO EXPLORE CAREER OPPORTUNITIES, BROADEN PROFESSIONAL NETWORKS, DEVELOP ESSENTIAL CAREER SKILLS, AND STRENGTHEN BUSINESS ACUMEN. SINCE ITS INCEPTION IN 2022, THE PROGRAM HAS ENGAGED OVER 800 PARTICIPANTS ACROSS MORE THAN 17 COUNTRIES THROUGH ONE-ON-ONE MENTORING, GROUP SESSIONS, AND PROFESSIONAL DEVELOPMENT AND NETWORKING EVENTS; RESULTING IN ACCESS TO A BROADER RANGE OF CAREER POSSIBILITIES, MEANINGFUL PROFESSIONAL RELATIONSHIPS, AND STRENGTHENED LEADERSHIP SKILLS.
- #2 $70KJUMPSTART: AN INDUSTRY INTRODUCTION PROGRAM. JUMPSTART OPERATES BOTH AT THE GLOBAL LEVEL (VIRTUAL) AND IN SELECT REGIONS (IN-PERSON) AROUND THE WORLD. IN BOTH INSTANCES, THE PROGRAM PROVIDES UNIVERSITY STUDENTS WITH AN INTRODUCTION TO THE FINANCIAL SERVICES INDUSTRY AND THE OPPORTUNITY TO MEET EXPERIENCED PROFESSIONALS. IN MANY WAYS, JUMPSTART IS EXACTLY WHAT THE NAME SUGGESTS: AN ENTRY-POINT INTO THE FINANCE INDUSTRY FROM WHICH STUDENTS CAN CONTINUE TO BUILD AND EXPLORE. THROUGHOUT THE COURSE OF THE PROGRAM, PARTICIPANTS RECEIVE CAREER GUIDANCE, INDUSTRY INFORMATION, INTERVIEWING AND NETWORKING TIPS, AND OPPORTUNITIES TO INTERACT WITH PROFESSIONALS, RECRUITERS, AND FELLOW STUDENTS FROM AROUND THE WORLD. THE PROGRAM IS INTENDED TO SERVE AS A PRE-INTERNSHIP PRIMER AND IS GEARED FOR STUDENTS AT ANY STAGE OF THEIR CAREER EXPLORATION. SOME MAY HAVE ALREADY LANDED FINANCE INTERNSHIPS, WHILE OTHERS ARE SEEKING GUIDANCE ABOUT WHERE TO BEGIN THEIR SEARCH. TO COMPLEMENT JUMPSTART PROGRAMMING AT THE GLOBAL LEVEL, WE HOST ONE-DAY IN-PERSON EDUCATION EVENTS FOR STUDENTS IN SELECT GEOGRAPHIES. IN THE SPRING AND FALL, A HALF-DAY PROGRAM IN HONG KONG COLLEGE STUDENTS WERE ABLE TO MEET EXPERIENCED PROFESSIONALS IN THE FINANCIAL SERVICES INDUSTRY.
named programs · 4 · from sources
What they call their work
Fund Women Visibility Campaign
Initiative to increase public visibility of female investment managers by promoting them for speaking engagements and media appearances to inspire the next generation of women in finance
Global FundWomen Week Conference
Virtual weeklong conference facilitating one-on-one meetings, roundtable sessions, and thought leadership programming for female fund managers and institutional investors
Jumpstart
Virtual and in-person program introducing college students to the financial services industry, offering career guidance, networking opportunities, and interactions with professionals and recruiters globally
LaunchMe
Global mentorship program connecting early-career professionals and students with experienced industry mentors through one-on-one mentoring, group sessions, and professional development events across 17+ countries
activities · 5 groups
What they do
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Mentorship and Professional Development Programs 1 activity
- Global mentorship program for early-career professionals and studentsOperates a mentorship program that connects early-career professionals and students with experienced industry professionals through one-on-one mentoring, group sessions, and professional development events.
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Financial Literacy Education Programs 1 activity
- In-person financial services education events for university studentsHosts in-person, half-day educational programs for university students in select geographies, such as Hong Kong, where students engage with experienced financial services professionals.
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Student Career Readiness and Internship Placement 1 activity
- Virtual career introduction program for college studentsProvides college-age students with access to the financial services industry through a virtual program that includes career guidance, networking and interviewing skills training, and opportunities to interact with professionals and recruiters.
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Professional Networking Events 1 activity
- Virtual investment conference for female fund managers and institutional allocatorsHosted an annual virtual weeklong investment conference connecting female fund managers with institutional investment allocators, featuring over 1,000 self-scheduled one-on-one meetings, thought leadership sessions, and mini-presentations.
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Women's Leadership & Career Advancement Networks 1 activity
- Visibility campaign to promote women in investment rolesRuns a campaign to increase the representation of women in investment roles by encouraging female fund managers to join a public directory and facilitating their placement in media appearances and conference speaking engagements.
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financials · form 990 · fy2024
revenue
Total revenue$1.28M
Contributions & grants$1.01M79%
Program service revenue$50K4%
Investment income$99K8%
Other revenue$123K
expenses
Total expenses$1.25M
Program expenses43%
Admin / overhead47%
Fundraising10%
Salaries & benefits$359K
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$2.39M
Cash$2.10M
Investments$0
Liabilities$153K
Net assets$2.24M
Liquid reserves20.1 mo
4 years on record · 2020–2024 · YoY revenue -17.2%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 6
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| DEBORAH MCLEAN | INTERIM EXECUTIVE DIRECTOR | 8 | $190K |
| MICHELLE BUSHE | CFO TO 8/2024 | 8 | $177K |
| JOAN WERNER | FINANCE DIRECTOR | 8 | $144K |
| ALEXIS BELLADONNA | GLOBAL DIR OF MEMBERSHIP | 8 | $130K |
| MICHELE GULITTI | GLOBAL DIR OF MARKETING/COMM | 8 | $112K |
| KELLAN BROWN | COO/CDO FROM 11/2024 | 8 | $44K |
board members · 15
- AMANDO SENRA — DIRECTOR
- AMY FLIKERSKI — DIRECTOR
- ARCHANA PAREKH — DIRECTOR
- CAROLE CRAWFORD — CHAIR
- CHRISTINA BODDEN — DIRECTOR TO 1/2024
- DAGMAR BAEUERLE — DIRECTOR
- HEATHER WYCKOFF — SECRETARY
- LISA PETRELLI — TREASURER
- MICHELLE MORRIS — DIRECTOR
- RUPAL BHANSALI — DIRECTOR
- SARAH DYER DANA — VICE-CHAIR
- SHERRI ROSSOFF — DIRECTOR
- ULRIKA ROBERTSSON — DIRECTOR
- ULRIKE HOFFMANN-BURCHARDI — DIRECTOR
- WAYNE LEE — DIRECTOR
strategies · 2
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Pre-Internship Industry Exposuremethodology: pre_internship_primerBy offering primer programs that introduce students to the financial services industry, we increase access and readiness because early exposure demystifies the sector and builds foundational knowledge for diverse career paths.
- Structured Mentorship Modelmethodology: structured_mentorshipBy pairing early-career individuals with experienced finance professionals in year-long mentorship relationships, we build skills, expand networks, and improve career readiness because sustained, structured guidance fosters deeper professional development than ad-hoc interactions.