Civic Intelligence

Iiaba-Project Invest

990 • Fiscal year 2015 • EIN 13-3315296

Sep 01, 2014 to Aug 31, 2015 • Filed on Jul 08, 2016

Organization Profilewww.investprogram.org
127 South Peyton StreetAlexandria, VA 22314

(703) 683-4422

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.07x

Higher debt load relative to assets than 56% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

61st percentile

0.09x

Higher debt load relative to revenue than 61% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

44th percentile

1.0%

Higher net margin than 44% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

54th percentile

2.3%

Faster asset growth than 54% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

46th percentile

1.4%

Faster revenue growth than 46% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$503,502

Up $11,501 (+2.3%) from 2014

Net Assets

Up

$467,382

Up $4,019 (+0.9%) from 2014

Liabilities

Up

$36,120

Up $7,482 (+26%) from 2014

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin44th percentile

Revenue

Up

$418,528

Up $5,854 (+1.4%) from 2014

Expenses

Up

$414,509

Up $29,079 (+7.5%) from 2014

Net Income

Down

$4,019

Down $23,225 (-85%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$503,502
Liabilities$36,120
Net Assets$467,382
Open 2015 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$418,528
Expenses$414,509
Net Income$4,019
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jul 8, 2016
Return Version
2014v6.0
Gross Receipts
$454,581
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.

To improve literacy in students and attract new talent to careers in the insurance, financial service, and risk management industries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$469,343$448,641▼ $20,702
Land, Buildings, and Equipment, Net$20,658$54,777▲ $34,119
Accounts Receivable$2,000$0▼ $2,000
Prepaid Expenses and Deferred Charges$0$84▲ $84
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$492,001$503,502▲ $11,501
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$16,836$23,526▲ $6,690
Accounts Payable and Accrued Expenses$11,802$12,594▲ $792
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$28,638$36,120▲ $7,482
Net Assets / Fund Balance
Unrestricted Net Assets$463,363$467,382▲ $4,019
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$463,363$467,382▲ $4,019
Total Liabilities and Net Assets / Fund Balance$492,001$503,502▲ $11,501

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$54,777$10,956$65,733

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$30,500--$21,750$8,750
2013$19,000$11,500--$30,500
2012$17,500$1,500--$19,000
2011$9,686$7,814--$17,500
2010$3,250$6,436--$9,686
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Robert SlocumChair
Bruce WinterburnBoard Member
Cindy HowerBoard Member
Clarissa PrestonBoard Member
Connie FreyBoard Member
Dan MastrototaroBoard Member
David HaleBoard Member
David MarlettBoard Member
Emily D HathcoatBoard Member
Ian HoffmanBoard Member
Jeremy StaunBoard Member
Jill A FrancisBoard Member
Ken BranchBoard Member
Lindsey ShankBoard Member
Loren ShoemakerBoard Member
Lorraine SiegworthBoard Member
Marie AlvaradoBoard Member
Matt BanaszynskiBoard Member
Mike AbateBoard Member
Nancy LangtonBoard Member
Neal MontgomeryBoard Member
Pete MillerBoard Member
Robert FancherBoard Member
Wendy SabeanBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$427,952
Program Service Revenue
$0
Investment Income
$1,153
Other Revenue
$-10,577
All Other Contributions
$368,507
Change in Net Assets
$4,019

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table9$9,460Fair Market Value (FMV)
Works of Art3$5,975Fair Market Value (FMV)
Clothing and Household Goods-$5,645Fair Market Value (FMV)
Books and Publications-$5,000Fair Market Value (FMV)
Other Non Cash Contri Table12$3,980Fair Market Value (FMV)
Collectibles13$2,305Fair Market Value (FMV)
Food Inventory5$1,100Fair Market Value (FMV)
Other Non Cash Contri Table2$880Fair Market Value (FMV)
Other Non Cash Contri Table1$100Fair Market Value (FMV)
Total Noncash Contributions45$34,445-

Audited Revenue Reconciliation

Revenue per Audited Statements
$418,528
Revenue Not Reported on Form 990
$190,567
Total Revenue per Audited Statements
$609,095
Total Revenue per Form 990
$418,528
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$208,132
Other Expenses$132,777
Grants and Similar Amounts Paid$73,600
Total Fundraising Expense$16,311
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$155,669$1,500$15,810$172,979
Grants to Domestic Individuals$73,600--$73,600
Travel-$32,199-$32,199
Conferences and Meetings-$24,468-$24,468
Payroll Taxes-$13,627-$13,627
Pension Plan Contributions-$13,287-$13,287
Depreciation Depletion-$10,956-$10,956
Other Expenses$9,945$8,774$501$9,275
Fees for Services Accounting-$8,565-$8,565
Other Employee Benefits-$8,239-$8,239
Office Expenses-$7,050-$7,050
All Other Expenses$1,072--$1,072
Information Technology-$98-$98
Total Functional Expenses$269,435$128,763$16,311$414,509

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$605,076
Expenses per Audited Statements$414,509
Total Expenses per Form 990$414,509
Expenses Not Reported on Form 990$190,567
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$36,053
Fundraising Gross Income$25,476
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction$59,921$25,476$357$25,119
Total Events$59,921$25,476$36,053$-10,577
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$23,526
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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

Part VI, Section B, Line 11B

“The Form 990 is reviewed by the Director of Finance and CFO before it is filed.”

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.”

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
In Care Of
% EUGENE S COCKE
Phone
7036834422
Address
127 SOUTH PEYTON STREET, ALEXANDRIA, VA 22314

Signing Officer

Name
Eugene S Cocke
Title
CFO
Phone
7036834422
Signed
2016-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Slocum
Formed
1986
Legal Domicile
Ny
Voting Board Members
24
Independent Board Members
24
Employees
0
Volunteers
32

Preparer

Firm
Cohnreznick Llp
Address
7501 WISCONSIN AVENUE SUITE 400E, BETHESDA, MD 20814-6583
Preparer
DANIEL O'SHEA
Phone
3016529100
Supplemental Narrative

Financial Statement Notes

Schedule D, Part XI, Line 2D

“$1,608 represents the fundraising expenses directly related to the Silent Auction Event (excluding the $34,445 of non-cash donations). These expenses were netted against the revenues received for this event for presentation in Part VIII of the Form 990.”

Schedule D, Part XII, Line 2D

“$1,608 represents the fundraising expenses directly related to the Silent Auction Event (excluding the $34,445 of non-cash donations). These expenses were netted against the revenues received for this event for presentation in Part VIII of the Form 990.”

Schedule D, Part X, Line 2

“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 related to unrecognized tax benefits and penalties in general and administrative expense on the statements of activities and change in net assets. There is no provision in these financial statements for penalties and interest related to unrecognized tax benefits for the years ended August 31, 2015 and 2014. Tax years prior to 2011 are no longer subject to examination by the IRS or the tax jurisdictions of Virginia and New York.”

Schedule D, Part V, Line 4

“Board designated net assets consist of funds held for Scholarships. As of August 31, 2015, Project InVEST had $8,750 designated for Scholarships.”

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$503,502
Liabilities
$36,120
Net assets
$467,382
Revenue
$418,528
Expenses
$414,509
Net income
$4,019
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