Civic Intelligence

Project Invest

EIN 13-3315296 • 501(c)3 • Alexandria, VA

Profile

Invest develops a diverse pool of insurance professionals and informed consumers by educating high school and college students on careers in insurance, financial services and risk management and encourages them to pursue careers in the industry.

127 South Peyton StAlexandria, VA 22314

www.investprogram.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

82nd percentile

0.18x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.22x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

17th percentile

-36%

Higher net margin than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

32nd percentile

-17%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

47th percentile

-3.7%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$442,887

Down $168,617 (-28%) from 2023

Liabilities

Down

$80,983

Down $37,389 (-32%) from 2023

Net Assets

Down

$361,904

Down $131,228 (-27%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin17th percentile

Revenue

Down

$360,770

Down $25,308 (-6.6%) from 2023

Expenses

Up

$491,998

Up $93,918 (+24%) from 2023

Net Income

Down

-$131,228

Down $119,226 (-993%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $405,473Liabilities 2011: $31,417Net Assets 2011: $374,0562011Assets 2012: $436,369Liabilities 2012: $43,121Net Assets 2012: $393,2482012Assets 2013: $551,354Liabilities 2013: $115,235Net Assets 2013: $436,1192013Assets 2014: $492,001Liabilities 2014: $28,638Net Assets 2014: $463,3632014Assets 2015: $503,502Liabilities 2015: $36,120Net Assets 2015: $467,3822015Assets 2016: $528,250Liabilities 2016: $8,283Net Assets 2016: $519,9672016Assets 2017: $601,800Liabilities 2017: $38,638Net Assets 2017: $563,1622017Assets 2018: $575,760Liabilities 2018: $48,297Net Assets 2018: $527,4632018Assets 2019: $474,322Liabilities 2019: $29,122Net Assets 2019: $445,2002019Assets 2020: $479,027Liabilities 2020: $153,736Net Assets 2020: $325,2912020Assets 2021: $643,258Liabilities 2021: $180,889Net Assets 2021: $462,3692021Assets 2022: $649,712Liabilities 2022: $144,578Net Assets 2022: $505,1342022Assets 2023: $611,504Liabilities 2023: $118,372Net Assets 2023: $493,1322023Assets 2024: $442,887Liabilities 2024: $80,983Net Assets 2024: $361,9042024

Highlighted filing

2024

Assets$442,887
Liabilities$80,983
Net Assets$361,904
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $309,659Expenses 2011: $309,661Net Income 2011: -$22011Revenue 2012: $353,502Expenses 2012: $334,310Net Income 2012: $19,1922012Revenue 2013: $417,791Expenses 2013: $374,920Net Income 2013: $42,8712013Revenue 2014: $412,674Expenses 2014: $385,430Net Income 2014: $27,2442014Revenue 2015: $418,528Expenses 2015: $414,509Net Income 2015: $4,0192015Revenue 2016: $451,851Expenses 2016: $399,266Net Income 2016: $52,5852016Revenue 2017: $461,197Expenses 2017: $418,002Net Income 2017: $43,1952017Revenue 2018: $449,467Expenses 2018: $485,166Net Income 2018: -$35,6992018Revenue 2019: $440,541Expenses 2019: $522,804Net Income 2019: -$82,2632019Revenue 2020: $333,349Expenses 2020: $453,258Net Income 2020: -$119,9092020Revenue 2021: $522,186Expenses 2021: $385,108Net Income 2021: $137,0782021Revenue 2022: $389,059Expenses 2022: $346,294Net Income 2022: $42,7652022Revenue 2023: $386,078Expenses 2023: $398,080Net Income 2023: -$12,0022023Revenue 2024: $360,770Expenses 2024: $491,998Net Income 2024: -$131,2282024

Highlighted filing

2024

Revenue$360,770
Expenses$491,998
Net Income-$131,228
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$442,887
Liabilities
$80,983
Net assets
$361,904
Revenue
$360,770
Expenses
$491,998
Net income
-$131,228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.43$0.81$3.62$3.61$4.92$1.31
2023Detailed filing. Detailed filing data is available for this year.$6.12$1.18$4.93$3.86$3.98$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.50$1.45$5.05$3.89$3.46$0.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.43$1.81$4.62$5.22$3.85$1.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$1.54$3.25$3.33$4.53$1.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$0.29$4.45$4.41$5.23$0.82
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$0.48$5.27$4.49$4.85$0.36
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.02$0.39$5.63$4.61$4.18$0.43
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.28$0.08$5.20$4.52$3.99$0.53
2015Detailed filing. Detailed filing data is available for this year.$5.04$0.36$4.67$4.19$4.15$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.92$0.29$4.63$4.13$3.85$0.27
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.51$1.15$4.36$4.18$3.75$0.43
2012Summary only. Only limited summary data is available for this year.$4.36$0.43$3.93$3.54$3.34$0.19
2011Summary only. Only limited summary data is available for this year.$4.05$0.31$3.74$3.10$3.10$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 14, 2025
Return Version
2023v6.0
Gross Receipts
$360,770
Mission and Program Overview

Mission

Invest develops a diverse pool of insurance professionals and informed consumers by educating high school and college students on careers in insurance, financial services and risk management and encourages them to pursue careers in the industry.

Our mission is to educate, prepare and attract diverse new talent to the insurance industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$597,304$436,887▼ $160,417
Prepaid Expenses and Deferred Charges$14,200$6,000▼ $8,200
Total Assets$611,504$442,887▼ $168,617
Liabilities
Other Liabilities$78,898$52,583▼ $26,315
Accounts Payable and Accrued Expenses$39,474$28,400▼ $11,074
Total Liabilities$118,372$80,983▼ $37,389
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$479,482$344,879▼ $134,603
Net Assets With Donor Restrictions$13,650$17,025▲ $3,375
Total Net Assets Fund Balance$493,132$361,904▼ $131,228
Total Liabilities and Net Assets / Fund Balance$611,504$442,887▼ $168,617

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$12,750---$12,750
2022$12,750---$12,750
2021$12,750---$12,750
2020$12,750---$12,750
2019$12,750---$12,750
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Whitenee DillardExecutive DirectorFT$128,068$16,472$144,540

Board Members and Trustees

NameTitle
Juan PadronChair
Chris GlassBoard Member
Darcy WaddellBoard Member
David MarlettBoard Member
Diane WagnerBoard Member
Dori KingBoard Member
Doug MohrBoard Member
Hassan CharlesBoard Member
Jay RhoadsBoard Member
Jeff OgardBoard Member
Jill RaffertyBoard Member
Julienne RuppBoard Member
Kathy Conley-jonesBoard Member
Lori ReedBoard Member
Luke HortonBoard Member
Nancy NicklowBoard Member
Natalie AliBoard Member
Neil LenaneBoard Member
Nicole RieglBoard Member
Peter Van AartrijkBoard Member
Rob TownleyBoard Member
Robert ReddonBoard Member
Sue NeprasBoard Member
Tammy HessbergerBoard Member
Tamra JohnsonBoard Member
Lou MoranExecutive Committee Liaison
Daniel HolstState Executive Liaison
Eugene S CockeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$353,114
Program Service Revenue
$0
Investment Income
$7,656
Other Revenue
$0
All Other Contributions
$328,114
Change in Net Assets
$-131,228

Audited Revenue Reconciliation

Revenue per Audited Statements
$360,770
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$17,235
Total Revenue per Audited Statements
$378,005
Total Revenue per Form 990
$360,770
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$326,569
Other Expenses$142,929
Total Fundraising Expense$72,036
Grants and Similar Amounts Paid$22,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$102,882$22,403$22,403$147,688
Other Salaries and Wages$85,791$18,682$18,681$123,154
Travel$39,687$8,642$8,642$56,971
Other Employee Benefits$22,653$4,932$4,933$32,518
Information Technology$18,888$4,113$4,113$27,114
Grants to Domestic Individuals$22,500--$22,500
Payroll Taxes$13,537$2,948$2,948$19,433
Fees for Services Accounting$10,877$2,369$2,369$15,615
Office Expenses$3,744$3,460$3,460$10,664
Conferences and Meetings$5,397$1,175$1,175$7,747
Occupancy$5,506$726$726$6,958
Advertising$3,449$455$455$4,359
Pension Plan Contributions$2,630$573$573$3,776
Insurance$2,438$322$322$3,082
Other Expenses$1,317$288$288$1,893
Fees for Services Other$522$114$114$750
Fees for Services Legal$333$72$72$477
Total Functional Expenses$347,926$72,036$72,036$491,998

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$509,233
Expenses per Audited Statements$491,998
Total Expenses per Form 990$491,998
Expenses Not Reported on Form 990$17,235
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$52,583
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the director of finance and cfo before it is filed.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is completed and signed annually by all officers and employees during the month of august. Copies are kept on file with the legal department.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are made available to members through the project invest website.”

Filing and Contact Details

Filer

Filer Name
Project Invest
EIN
13-3315296
Phone
7036834422
Address
127 SOUTH PEYTON ST, ALEXANDRIA, VA 22314

Signing Officer

Name
Eugene S Cocke
Title
CFO/treasurer
Phone
7036834422
Signed
2025-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles E Symington Jr
Formed
1986
Legal Domicile
Ny
Voting Board Members
28
Independent Board Members
28
Employees
0
Volunteers
300

Preparer

Firm
Cohnreznick Advisory LLC
Address
7501 WISCONSIN AVENUE SUITE 400E, BETHESDA, MD 20814
Preparer
DANIEL O'SHEA
Phone
3016529100
Supplemental Narrative

Additional Explanations

FORM 990, PART V, LINE 2B:

“The taxpayer has common paymaster, independent insurance agents and brokers of america (tax id#13-5665571) who files all form w-2's and payroll tax return 941's.”

Financial Statement Notes

PART V, LINE 4:

“Board-designated net assets, totaling $12,750 as of august 31, 2024 consisted of funds set aside by the board of directors for scholarships.”

PART X, LINE 2:

“Project invest is exempt from income taxes under section 501(c)(3) of the internal revenue code. Project invest has been classified as a public charity by the internal revenue service. Project invest believes that it has appropriate support for any tax positions taken, and as such does not have any uncertain tax positions that are material to the financial statements. Project invest recognizes interest expense and penalties related to unrecognized tax benefits in general and administrative expense on the statements of activities and change in net assets and accounts payable and accrued expenses in the statements of financial position. There is no provision in these financial statements for penalties and interest related to unrecognized tax benefits for the years ended august 31, 2024 and 2023. Tax years prior to 2020 are no longer subject to examination by the irs or the tax jurisdictions of virginia and new york.”

Raw XML AppendixShowing 400 of 618 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt028400
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0OUR MISSION IS TO EDUCATE, PREPARE AND ATTRACT DIVERSE NEW TALENT TO THE INSURANCE INDUSTRY.
IRS990/AdvertisingGrp/FundraisingAmt0455
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0455
IRS990/AdvertisingGrp/ProgramServicesAmt03449
IRS990/AdvertisingGrp/TotalAmt04359
IRS990/AllOtherContributionsAmt0328114
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0127 SOUTH PEYTON ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALEXANDRIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022314
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
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IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0102882
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0147688
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt01175
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01175
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt05397
IRS990/ConferencesMeetingsGrp/TotalAmt07747
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/CYContributionsGrantsAmt0353114
IRS990/CYGrantsAndSimilarPaidAmt022500
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IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-131228
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IRS990/CYTotalExpensesAmt0491998
IRS990/CYTotalFundraisingExpenseAmt072036
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0360770
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0INVEST IS A GRASSROOTS PROGRAM THAT TEAMS HIGH SCHOOL AND COLLEGE EDUCATORS WITH VOLUNTEERS FROM THE INSURANCE INDUSTRY TO PROVIDE INSURANCE INSTRUCTION USING ITS ONLINE AND PRINTED CURRICULUM. THE PROGRAM ENCOURAGES THE PURSUIT OF INSURANCE CAREERS BY EXPOSING STUDENTS TO CAREER PATHWAYS INCLUDING JOB SHADOWING, SCHOLARSHIPS, CAREER COACHING, AND INTERNSHIPS. INVEST HAS SERVED OVER 950 SCHOOLS NATIONWIDE AND CONTINUES TO GROW RAPIDLY ACROSS THE UNITED STATES IN HIGH SCHOOLS AND COMMUNITY COLLEGES. NEARLY 33% OF THE SCHOOLS OFFERING THE INVEST PROGRAM ARE IN MINORITY AND LOW INCOME COMMUNITIES. IN ADDITION, INVEST CONTINUES TO EXPAND ITS PROGRAMMING WITH WORKFORCE DEVELOPMENT GROUPS IN UNDERSERVED COMMUNITIES.
IRS990/DescribedInSection501c3Ind01
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IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt072
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0333
IRS990/FeesForServicesLegalGrp/TotalAmt0477
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IRS990/FeesForServicesOtherGrp/TotalAmt0750
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