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WOMEN IN INSURANCE & FINANCIAL SERVICES INC

CHANDLER, AZ · EIN 222948363 · Form 990 · FY2021 · NTEE S41 · Community Improvement · Small ($100K-$1M) · www.wifsnational.org
revenue
$611K
expenses
$624K
net assets
$221K
employees
0
volunteers
20
program ratio
0%
mission · from form 990

THE ASSOCIATION PROVIDES EDUCATIONAL RESOURCES, ORGANIZES A YEARLY CONFERENCE, PUBLISHES A PERIODICAL AND A MEMBERSHIP DIRECTORY. THE ASSOCIATION PROVIDES PROFESSIONAL DEVELOPMENT, TRAINING,

profile · synthesized from sources

WOMEN IN INSURANCE & FINANCIAL SERVICES INC is a national association dedicated to attracting, developing, and advancing women in the insurance and financial services industries. The organization provides professional development, networking opportunities, and mentorship programs to support women professionals across the United States.

named programs · 4 · from sources

what they call their work

Education Webinars
Offers live professional development webinars led by national experts for members.
Job Board
Resource for members to find job opportunities and connect with potential employers.
Mentorship Program
Facilitates personal and professional growth by pairing mentors with mentees in the industry.
National Conference
Annual event for members to share best practices, learn, and collaborate.
activities · 11 groups

what they do

  • Chapter Network Development & Support 6 activities
    • Local Chapter Education and Events
      Facilitates local education and events through 20 active regional chapters and 5 aspiring chapters across the United States, including monthly meetings, networking events, pop-up meetups, and biannual chapter events.
    • Local Chapter Events and Education
      Facilitates local education and events through 20 active regional chapters and 5 aspiring chapters across the United States, including monthly meetings, networking events, and biannual chapter events.
    • Local Chapter Events and Education
      Facilitates local education and events through 20 active regional chapters and 5 aspiring chapters across the United States, including monthly meetings, networking events, and pop-up meetups.
    • Local Chapter Network
      Facilitates education, networking, and events through 20 active regional chapters and 5 aspiring chapters across the United States, including regular monthly meetings and biannual events.
    • Support local chapter events and education
      Facilitates local education and networking through 20 active regional chapters and 5 aspiring chapters across the U.S., including regular meetings, pop-up meetups, and retreats.
    • Supports regional chapters and local events
      Facilitates local education and networking through 20 active regional chapters and 5 aspiring chapters across the United States, hosting regular meetings, pop-up events, and retreats, including monthly and biannual chapter gatherings.
  • Professional Association Conferences & Events 5 activities
    • Annual National Conference
      Hosts an annual national conference for professionals in the insurance and financial services field, enabling members to share best practices, learn, collaborate, and network through expert speakers and interactive sessions.
    • Annual National Conference
      Hosts an annual national conference for professionals in the insurance and financial services field, enabling members to share best practices, learn, collaborate, and network.
    • Host annual national conference
      Hosts an annual National Conference for insurance and financial services professionals featuring expert speakers, interactive sessions, networking, and opportunities to share best practices.
    • Hosts annual national conference
      Organizes an annual National Conference for professionals in the insurance and financial services field, featuring expert speakers, networking opportunities, and interactive sessions to share best practices and foster collaboration.
    • National Conference
      Hosts an annual national conference for professionals in the insurance and financial services field, featuring expert speakers, interactive sessions, networking, and opportunities to share best practices.
  • Member Networking & Communication Services 4 activities
    • Facilitate member networking
      Provides structured monthly networking opportunities through in-person meetings, virtual chapter meetings, social media, and an online national member directory.
    • Online Member Networking
      Facilitates networking among members through social media platforms and an online national member directory.
    • Online Networking and Directory
      Facilitates networking among members through social media platforms and an online national member directory, fostering connections within the industry.
    • Online Networking and Directory
      Facilitates networking among members through social media platforms and an online national member directory.
  • Mentor Training and Support Programs 4 activities
    • Facilitate mentorship program
      Runs a mentorship program that connects members as mentors and mentees to support personal and professional growth.
    • Facilitates mentorship program
      Runs a mentorship program that connects members as mentors and mentees to support personal and professional growth.
    • Mentorship Program
      Runs a mentorship program that connects members as mentors and mentees to support personal and professional growth.
    • Mentorship Program
      Runs a mentorship program that connects members as mentors and mentees to support personal and professional growth within the industry.
  • Professional Development Webinars & Recordings 4 activities
    • Host professional development webinars
      Offers live monthly webinars for education, professional development, and peer-to-peer connections, and maintains an archive of past webinars for member access.
    • Hosts professional development webinars
      Offers monthly live webinars for education, professional development, and peer-to-peer connections, and maintains an archive of past webinars accessible to members.
    • Professional Development Webinars
      Offers live professional development webinars for members and maintains an archive of past webinars, providing education, support, and peer-to-peer connections.
    • Professional Development Webinars
      Offers monthly live webinars for education, professional development, and peer-to-peer connections, and maintains an archive of past webinars accessible to members.
  • Member-Focused Job Board & Career Matching 4 activities
    • Industry Job Board
      Operates a job board for members to browse job openings, post positions, and connect with professionals in the insurance and financial services industry.
    • Job Board Platform
      Operates a job board that enables members to browse job openings, post positions, and connect with professionals in the insurance and financial services industry.
    • Operate member job board
      Runs a job board that allows members to browse job openings, post positions, and connect with professionals in the insurance and financial services industry.
    • Operates a member job board
      Runs a job board that allows members to browse job openings, post positions, and connect with professionals in the insurance and financial services industry.
  • Educator and Professional Recognition Awards 4 activities
    • Member Recognition Programs
      Recognizes member achievements through the Circle of Excellence and Woman of the Year programs to highlight excellence in the industry.
    • Member Recognition Programs
      Recognizes member achievements through programs such as the Circle of Excellence and Woman of the Year, highlighting contributions within the insurance and financial services industry.
    • Member Recognition Programs
      Recognizes member achievements through programs such as the Circle of Excellence and Woman of the Year, highlighting contributions to the industry.
    • Recognizes member achievements
      Highlights member accomplishments through recognition programs such as the Circle of Excellence and Woman of the Year, celebrating leadership and professional success in the industry.
  • Regular Governance and Member Meetings 1 activity
    • Alaska-Specific Chapter Activities
      Hosts monthly meetings in Anchorage and an annual retreat in August for members across Alaska.
  • Monthly Member Meetings for Discussion and Education 1 activity
    • Florida Chapter Meetings
      Holds monthly meetings every second Tuesday from September to June at American Social @ Mizner Park in Boca Raton, FL.
  • Member Recognition Awards 1 activity
    • Recognize member achievements
      Recognizes outstanding member contributions through the Circle of Excellence and Woman of the Year programs.
  • Uncategorized 12 activities
    • Content Publications
      Produces the AdviseHER eMagazine and LeadHER blog to share expert insights, industry updates, and content on leadership, technology, and professional development with members.
    • Facilitates member networking
      Provides structured networking opportunities including monthly meetings, virtual chapter meetings, book clubs, and social media connections to foster community among women in insurance and financial services.
    • Industry Publications
      Produces the AdviseHER eMagazine and LeadHER blog to share expert insights, industry updates, and information on leadership, technology, and professional development with members.
    • Leadership Development Opportunities
      Provides leadership development opportunities by enabling members to join national or chapter boards, lead task forces, or apply as speakers.
    • Leadership Development Opportunities
      Provides leadership development opportunities by enabling members to join national or chapter boards, lead task forces, or apply as speakers, fostering growth within the organization and industry.
    • Leadership Development Opportunities
      Provides leadership development by enabling members to serve on national or chapter boards, lead task forces, or apply as speakers at events.
    • Professional Development Webinars
      Offers live professional development webinars for members and maintains an archive of past webinars for ongoing education and support.
    • Provide leadership development opportunities
      Offers members pathways to leadership through roles on national or chapter boards, task forces, and speaking engagements at events.
    • Provides leadership development opportunities
      Offers members pathways to develop leadership skills by serving on national or chapter boards, leading task forces, or applying to speak at events.
    • Publish industry content for members
      Produces the AdviseHER eMagazine and LeadHER blog to share expert insights, leadership strategies, technology updates, and professional development resources with members.
    • Publishes industry content via eMagazine and blog
      Produces the AdviseHER eMagazine and LeadHER blog to share expert insights, leadership strategies, technology trends, and professional development resources with members.
    • Regular Networking Events
      Hosts monthly and quarterly networking events, including virtual chapter meetings, local pop-up meetups, third Thursday gatherings, and biannual chapter events, to support member connection and engagement.
financials · form 990 · fy2021
revenue
Total revenue$611K
Contributions & grants$373K61%
Program service revenue$238K39%
Investment income$1290%
Other revenue$0
expenses
Total expenses$624K
Program expenses0%
Admin / overhead0%
Fundraising0%
Salaries & benefits$0
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$258K
Cash$240K
Investments$0
Liabilities$37K
Net assets$221K
Liquid reserves4.6 mo
2 years on record · 2019–2021 · YoY revenue +54.0%
leadership · form 990 part vii · fy2021

who runs it

board members · 7
  • DARLENE FLAGG — IMM PAST PRES
  • DARREN LARSEN — SECRETARY
  • KATIE SMALL — DIRECTOR
  • MARC KINER — DIRECTOR
  • MINDY HELFRICH — TREASURER
  • TONI GONZALES — PRESIDENT
  • TONI SOVA-CORFEE — VICE PRESIDENT
relationships · 7

who they work with

  • AdviseHER Partner — eMagazine partner providing industry insights and content for members.
  • Christy Aleckson Partner — National President of WIFS in 2026, providing leadership and advocacy for the organization.
  • LeadHER Partner — Blog partner offering expert insights on leadership, technology, and professional development.
  • WIFS National Network — Alaska Chapter operates as a regional chapter under WIFS National.
  • WIFS National Network — Collaborates with WIFS National and other WIFS chapter members.
  • WIFS National Network — Northern California Chapter operates under WIFS National and directs membership inquiries to the national organization.
  • WIFS National Partner — Members contact WIFS National to join the Gold Coast chapter.