2020-11-16T17:37:47-06:00 2019-12-31 161692193 LINDA A HAMILTON CPA PLLC 1120 AVENUE OF AMERICAS FL 4TH NEW YORK NY 10036 990 2019-01-01 134068968 WOMEN PRESIDENTS' EDUCATIONAL ORGANIZATION INC WOME 2126884114 2 PARK AVENUE 20TH FLOOR NEW YORK NY 10016 CAMILLE BURNS EXECUTIVE VP 2126884114 2020-11-16 true LINDA HAMILTON CPA P00294941 2128502521 2020-11-16 X 2019 2022-09-23 18:48:47Z X CAMILLE BURNS 2798660 false X WWW.WPEO.US X 1999 NY ADVANCE EQUAL OPPORTUNITIES FOR WOMEN-OWNED BUSINESSES. 19 18 26 0 869126 1146264 1218138 1303725 54730 55464 0 2141994 2505453 0 0 1193872 1263233 0 168346 744288 767721 1938160 2030954 203834 474499 1617762 2387790 310959 501739 1306803 1886051 X ADVANCE EQUAL OPPORTUNITIES FOR WOMEN-OWNED BUSINESSES. false false 439656 38385 THE ORGANIZATION ("WPEO")HOLDS EDUCATIONAL SEMINARS & WORKSHOPS FOR WOMEN- OWNED BUSINESSES IN THE PRIVATE SECTOR TO PROMOTE THE DEVELOPMENT OF EQUAL OPPORTUNITIES AND NEW MARKETS. EACH YEAR, WPEO HOLDS APPROX 30 EDUCATIONAL SEMINARS & WORKSHOPS IN THE DC REGION SERVING APPROXIMATELY 3,000 ATTENDEES. WPEO ALSO HELD 30 SEMINARS/WORKSHOPS IN THE NEW YORK REGION SERVING APPROXIMATELY 4,000 ATTENDEES. IN 2019, THE ORGANIZATION HOSTED THE WBENC ANNUAL CONFERENCE IN BALTIMORE MARYLAND FOR CLOSE TO 5,000 ATTENDEES. THE ORGANIZATION RECEIVED DONATED SERVICES AND THE USE OF MATERIALS, REFRESHMENTS & FACILITIES FOR A TOTAL VALUE OF 45,418 USED FOR PROGRAM SERVICES. 861922 1265340 THE ORGANIZATION CERTIFIES WOMEN-OWNED BUSINESSES WHICH IS INTENDED TO INCREASE OPPORTUNITIES AND LEVEL THE PLAYING FIELD FOR WOMEN-OWNED BUSINESSES. IN 2019, THE ORGANIZATION PROCESSED OVER 2,000 APPLICATIONS AND RENEWALS FOR CERTIFICATION IN THE NEW YORK AND DISTRICT OF COLUMBIA REGIONS. 139783 THE ORGANIZATION PARTICIPATES IN VARIOUS PUBLIC SEMINARS AND CONFERENCES BY PROVIDING PROFESSIONAL SPEAKERS TO EDUCATE WOMEN- OWNED BUSINESSES ABOUT EQUAL OPPORTUNITIES AND CONNECTING WOMENS BUSINESS ENTERPRISES WITH SUCH OPPORTUNITIES IN THE PRIVATE AND PUBLIC SECTORS. IN 2019, THE DC EXECUTIVE DIRECTOR, THE NY EXECUTIVE DIRECTOR, AND THE ORGANIZATION'S PRESIDENT PARTICIPATED IN AT LEAST ONE PUBLIC SEMINAR EVERY MONTH. OUTREACH PROGRAMS REACHED OVER 6,000 PEOPLE DURING THE YEAR. THE REGIONAL DIRECTOR ALSO PROVIDED AT LEAST ONE OUTREACH PROGRAM PER MONTH. 139782 THE ORGANIZATION PUBLISHES A QUARTERLY NEWSLETTER TO EDUCATE WOMEN-OWNED BUSINESSES ABOUT INCREASING THEIR OPPORTUNITIES, CIRCULATION IS APPROXIMATELY 2000. THE ORGANIZATION CONTINUED TO OFFER THE SAGE ADVICE PROGRAM, SERVING 25 WOMEN IN START-UP AND YOUNG BUSINESS PHASES WHO NEED TO LEARN SKILLS AROUND BUDGETING, INSURANCE, SALES AND MARKETING, AND BUSINESS PLANNING. 139782 1581143 true true false false false false false false false false true false false false true false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 26 0 26 true false false false false false true true false false false false false false false false X 19 18 false false true false false false false true true true false true true true true true true true true false NY X THE ORGANIZATION 2126884114 155 E 55TH ST 4H NEW YORK NY 10022 MARSHA FIRESTONE PHD PRESIDENT 35.00 X X 160782 0 19818 SANDRA EBERHARD REGIONAL EXE 35.00 X 132516 0 0 CAMILLE BURNS EXECUTIVE VP 35.00 X 84789 0 2542 BEVERLY BEV JENNINGS LEFT JULY 19 DIRECTOR 1.00 X 0 0 0 CHARLES SPEARMAN START DEC 2019 DIRECTOR 1.00 X 0 0 0 CHARLENE VICKERS START DEC 2019 DIRECTOR 1.00 X 0 0 0 DIANA DOMENECH MOTT LEFT JULY 2019 SECRETARY -T 1.00 X 0 0 0 JAMILLAH LAMB START MARCH 2019 DIRECTOR 1.00 X 0 0 0 MARY MCEVOY START TREAS JULY 2019 SECRETARY-TR 1.00 X 0 0 0 TONIA WOODBURY LEFT JULY 2019 DIRECTOR 1.00 X 0 0 0 LYNN A BOCCIO PAST CHAIR 1.00 X 0 0 0 BETH CANNING DIRECTOR 1.00 X 0 0 0 JENNIFER COLLINS DIRECTOR 1.00 X 0 0 0 ROSALIE STACKMAN EDSON DIRECTOR 1.00 X 0 0 0 LYNNE MARIE FINN VICE CHAIR 1.00 X X 0 0 0 SUSAN FEINER DIRECTOR 1.00 X 0 0 0 FERNANDO HERNANDEZ DIRECTOR 1.00 X 0 0 0 I JAVETTE HINES DIRECTOR 1.00 X 0 0 0 KIMBERLY MARCUS DIRECTOR 1.00 X 0 0 0 AVIS YATES RIVERS VICE CHAIR 1.00 X X 0 0 0 ELISEO ROJAS CHAIR 1.00 X X 0 0 0 JACQUELINE SMITH DIRECTOR 1.00 X 0 0 0 WENDY WELLENER DIRECTOR 1.00 X 0 0 0 DOMINICA GROOMS WILLIAMS DIRECTOR 1.00 X 0 0 0 378087 22360 2 false true true 1146264 1146264 CERTIFICATION FEES 1265340 1265340 PROGRAM INCOME 38385 38385 1303725 24600 24600 317223 6848 293207 24016 6848 30864 24016 6848 2505453 1327741 31448 271032 193946 59310 17776 764148 619896 60728 83524 17060 12932 1635 2493 133768 112063 9332 12373 77225 60898 8693 7634 17352 3732 13620 27805 27805 72000 7920 58905 5175 8845 8845 13551 13551 106800 92132 8176 6492 7293 6168 596 529 226026 188145 20083 17798 78052 78052 198164 197267 897 1975 1536 238 201 8158 6456 902 800 DONATION 1700 1700 2030954 1581143 281465 168346 406347 780727 188331 462918 47128 35478 90962 90962 1974 956778 1094862 17204 13805 1617762 2387790 86168 79682 200787 394452 24004 27605 310959 501739 X 1306803 1886051 1306803 1886051 1617762 2387790 474499 104749 X false true X true false X 792891 798901 824076 869126 1146264 4431258 846038 814853 993428 1218138 1303725 5176182 1638929 1613754 1817504 2087264 2449989 9607440 9607440 16576 20626 22579 23428 24600 107809 16576 20626 22579 23428 24600 107809 1655505 1634380 1840083 2110692 2474589 9715249 0.98890 0.98860 0.01000 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40962 40962 50000 50000 DEFERRED COMPENSATION PLAN LIABILITY 27605 27605 2655620 104749 45418 150167 2505453 2505453 2076372 45418 45418 2030954 2030954 false true false false false false false false false MARSHA FIRESTONE PHD PRESIDENT 132390 14000 14392 19818 10943 180600 13608 CAMILLE BURNS EXECUTIVE VP 80128 4000 661 2542 6014 87331 SCHEDULE J, PAGE 1, PART I, LINE 4 MARSHA FIRESTONE PHD 0 15,000 0 FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS CONDUCT SITE VISITS AND SERVE ON THE CERTIFICATION AND APPEALS COMMITTEES. FORM 990, PAGE 2, PART III, LINE 4A THE ORGANIZATION ("WPEO")HOLDS EDUCATIONAL SEMINARS & WORKSHOPS FOR WOMEN- OWNED BUSINESSES IN THE PRIVATE SECTOR TO PROMOTE THE DEVELOPMENT OF EQUAL OPPORTUNITIES AND NEW MARKETS. EACH YEAR, WPEO HOLDS APPROX 30 EDUCATIONAL SEMINARS & WORKSHOPS IN THE DC REGION SERVING APPROXIMATELY 3,000 ATTENDEES. WPEO ALSO HELD 30 SEMINARS/WORKSHOPS IN THE NEW YORK REGION SERVING APPROXIMATELY 4,000 ATTENDEES. IN 2019, THE ORGANIZATION HOSTED THE WBENC ANNUAL CONFERENCE IN BALTIMORE MARYLAND FOR CLOSE TO 5,000 ATTENDEES. THE ORGANIZATION RECEIVED DONATED SERVICES AND THE USE OF MATERIALS, REFRESHMENTS & FACILITIES FOR A TOTAL VALUE OF 45,418 USED FOR PROGRAM SERVICES. FORM 990, PAGE 2, PART III, LINE 4D THE ORGANIZATION PUBLISHES A QUARTERLY NEWSLETTER TO EDUCATE WOMEN-OWNED BUSINESSES ABOUT INCREASING THEIR OPPORTUNITIES, CIRCULATION IS APPROXIMATELY 2000. THE ORGANIZATION CONTINUED TO OFFER THE SAGE ADVICE PROGRAM, SERVING 25 WOMEN IN START-UP AND YOUNG BUSINESS PHASES WHO NEED TO LEARN SKILLS AROUND BUDGETING, INSURANCE, SALES AND MARKETING, AND BUSINESS PLANNING. FORM 990, PAGE 6, PART VI, LINE 4 THE CURRENT NUMBER OF DIRECTORS WAS EXPANDED FROM 19 TO 21 BY RESOLUTION. FURTHER THE BOARD OF DIRECTORS OF THE CORPORATION, HAVING VOTED TO APPROVE THE CREATION OF AN AMENDMENT TO THE CORPORATIONS SECOND AMENDED AND RESTATED BYLAWS TO INCREASE THE NUMBER OF THE CORPORATIONS DIRECTORS TO A MAXIMUM OF 25 DIRECTORS, NOW ACTING BY RESOLUTION ADOPTED BY A MAJORITY OF THE ENTIRE BOARD OF DIRECTORS AT A MEETING OF THE BOARD OF DIRECTORS HELD ON MARCH 8, 2019, HEREBY APPROVE AND ADOPT THIS SECOND AMENDMENT TO THE CORPORATIONS SECOND AMENDED AND RESTATED BYLAWS (THIS SECOND AMENDMENT) TO INCREASE THE NUMBER OF THE CORPORATIONS DIRECTORS, EFFECTIVE AS OF MARCH 8, 2019. FORM 990, PAGE 6, PART VI, LINE 9 LYNN A. BOCCIO AVIS BUDGET GRP PO BOX 4319 HUNTINGTON, NY 11743 AVIS YATES RIVERS TECH. CONCEPTS GROUP, INTL SOMERSET, NJ 08873 LYNNE MARIE FINN SUPERIOR WORKFORCE 250 INTERNATIONAL WILLIAMSVILLE, NY 14221 BETH CANNING PRUDENTIAL 100 MULBERRY STREET NEWARK, NJ 07102 JENNIFER COLLINS EVENT PLAN 7910 WOODMONT AVE310 BETHESDA, MD 20814 ELISEO ROJAS INTERPUBLIC GROUP 909 THIRD AVENUE NEW YORK, NY 10017 BEVERLY (BEV) JENNINGS (LEFT JULY 19 JOHNSON & JOHNSON 199 GRANDVIEW RD SKILLMAN, NJ 08558 I. JAVETTE HINES CITIGROUP 111 WALL ST, 6TH FL NEW YORK, NY 10005 DIANA DOMENECH MOTT (LEFT JULY 2019) AIG, 101 HUDSON STREET, 28TH FL JERSEY CITY, NJ 07302 SUSAN FEINER CAPITAL ONE, 15000 CAPITAL ONE RICHMOND, VA 23238 JACQUELINE SMITH NEW KENT COATINGS, 6540 EMMAUS CHURC PROVIDENCE FORGE, VA 23140 FERNANDO HERNANDEZ MICROSOFT CORP, 1 MICROSOFT WAY REDMAN, WA 98052 MARY MCEVOY (START TREAS JULY 2019) 700 ANDERSON HILL ROAD PURCHASE, NY 10577 ROSALIE STACKMAN EDSON MEADOWS OFFICE INTERIORS NEW YORK, NY 10022 TONIA WOODBURY (LEFT JULY 2019) WELLS FARGO CHARLOTTE, NC 28202 WENDY WELLENER C/O DOMINION ENERGY RICHMOND, VA 23219 DOMINICA GROOMS WILLIAMS C/O FREDDIE MAC VIENNA, VA 22180 KIMBERLY MARCUS C/O AARP WASHINGTON, DC 20049 JAMILLAH LAMB (START MARCH 2019) C/O CAPITAL ONE, 701 ROUTE 46 EAST FAIRFIELD, NJ 07004 CHARLENE VICKERS (START DEC 2019) C/O JOHNSON & JOHNSON, 1 JOHNSON & J NEW BRUNSWICK, NJ 08933 CHARLES SPEARMAN (START DEC 2019) C.O GUGGENHEIM PTRS NEW YORK, NY 10017 FORM 990, PAGE 6, PART VI, LINE 11B THE EXECUTIVE COMMITTEE IS PROVIDED WITH A REVIEW CHECKLIST AND A COPY OF FORM 990 PRIOR TO FILING WITH IRS. IN ADDITION, THE ORGANIZATION'S TAX PREPARER IS AVAILABLE FOR QUESTIONS FROM ALL BOARD MEMBERS. A COPY IS ALSO PROVIDED TO THE ENTIRE GOVERNING BOARD. FORM 990, PAGE 6, PART VI, LINE 12C ALL OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. IN ADDITION, BOARD MEMBERS ARE ASKED TO AFFIRMATIVELY CONFIRM THAT NO CONFLICTS EXISTED. FORM 990, PAGE 6, PART VI, LINE 15A THE COMPENSATION COMMITTEE IS A STANDING COMMITTEE OF THE BOARD. THE CHAIR OF THE GOVERNING BOARD IS ALSO THE CHAIR OF THE EXECUTIVE COMMITTEE AND THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEES RESPONSIBILITY IS TO DISCHARGE THE BOARDS RESPONSIBILITY FOR DETERMINING THE ADEQUACY AND REASONABLENESS OF COMPENSATION PAID TO THE PRESIDENT AND OTHER DISQUALIFIED PERSONS, IF ANY, UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE. THE COMPENSATION PROCESS FOR THE PRESIDENT/CEO IS AS FOLLOWS: THE ORGANIZATION ENGAGED A CONSULTING COMPANY SPECIALIZING IN EXECUTIVE COMPENSATION, TO ADVISE THE COMMITTEE AND PREPARE A REASONABLENESS OPINION CONCERNING THE PROPOSED COMPENSATION PACKAGE DEVELOPED BY THE COMMITTEE FOR THE PRESIDENT USING COMPARABLE DATA FOR EXECUTIVES IN COMPARABLE POSITIONS. THE PRESIDENT'S COMPENSATION WAS REVIEWED BY THE COMPENSATION COMMITTEE BASED UPON DISCUSSIONS AND CORRESPONDENCE BETWEEN MEMBERS OF THE ORGANIZATIONS EXECUTIVE COMPENSATION COMMITTEE AND THE CONSULTING COMPANY REGARDING MARKET TRENDS AND AVERAGE COMPENSATION WITHIN SIMILARLY SITUATED NONPROFIT ORGANIZATIONS. THE COMMITTEE DEVELOPED A PROPOSED COMPENSATION PACKAGE, THE CONSULTING COMPANY RENDERED A REASONABLENESS OPINION CONCERNING THE PROPOSED COMPENSATION, AND THE COMMITTEE APPROVED THE PACKAGE. NO PERSONS WITH A CONFLICT OF INTEREST WERE INVOLVED IN THE COMPENSATION PROCESS. FORM 990, PAGE 6, PART VI, LINE 15B THE ORGANIZATION DOES NOT COMPENSATE ANY OF THE OFFICERS WHO SERVE IN A VOLUNTEER CAPACITY INCLUDING THE CHAIR, SECRETARY, OR TREASURER. THE ORGANIZATION COMPENSATES THE PRESIDENT/CEO AS EXPLAINED ON LINE 15A. THE ORGANIZATION ALSO COMPENSATES THE EXECUTIVE VICE PRESIDENT/CHIEF OPERATING OFFICER WHO REPORTS TO THE PRESIDENT/CEO. THE COMPENSATION COMMITTEE APPROVES COMPENSATION OF THE CEO (SEE LINE 15A) AND ANY DISQUALIFYING PERSONS. THE COMPENSATION PROCESS FOR THE EXEC VP AND COO IS SIMILAR TO THE PROCESS FOR DETERMINING THE CEO'S COMPENSATION. THE ORGANIZATION ENGAGED A CONSULTING COMPANY SPECIALIZING IN EXECUTIVE COMPENSATION, TO PREPARE AN ANNUAL COMPENSATION REVIEW INCLUDING COMPARABLE DATA FOR EXECUTIVES IN COMPARABLE POSITIONS. THE VP'S COMPENSATION WAS THEN REVIEWED BY THE COMPENSATION COMMITTEE BASED UPON THE COMPENSATION SURVEY AND A PROPOSED COMPENSATION PACKAGE WAS SUBMITTED TO THE VP'S SUPERVISOR. THE PRESIDENT IS RESPONSIBLE FOR DETERMINING THE COMPENSATION FOR ALL OTHER EMPLOYEES INCLUDING KEY EMPLOYEES. COMPENSATION FOR SUCH EMPLOYEES IS RECOMMENDED TO THE EXECUTIVE COMMITTEE FOR INCLUSION IN THE ANNUAL BUDGET TO BE APPROVED BY THE GOVERNING BOARD. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY AND FINANCIAL STATEMENTS ARE AVAILABE UPON REQUEST.