Civic Intelligence

Iiaba-Project Invest

990 • Fiscal year 2019 • EIN 13-3315296

Sep 01, 2018 to Aug 31, 2019 • Filed on May 04, 2020

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

75th percentile

0.06x

Higher debt load relative to assets than 75% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

17th percentile

-19%

Higher net margin than 17% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

99th percentile

$312,364

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 70.9% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

45th percentile

-2.0%

Faster revenue growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$474,322

Down $101,438 (-18%) from 2018

Net Assets

Down

$445,200

Down $82,263 (-16%) from 2018

Liabilities

Down

$29,122

Down $19,175 (-40%) from 2018

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin17th percentile

Revenue

Down

$440,541

Down $8,926 (-2.0%) from 2018

Expenses

Up

$522,804

Up $37,638 (+7.8%) from 2018

Net Income

Down

-$82,263

Down $46,564 (-130%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2019

Assets$474,322
Liabilities$29,122
Net Assets$445,200
Open 2019 Filing

Operations Trend

Revenue Growth45th 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

2019

Revenue$440,541
Expenses$522,804
Net Income-$82,263
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
May 4, 2020
Return Version
2018v3.1
Gross Receipts
$440,541
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 tothe insurance industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$575,385$474,322▼ $101,063
Prepaid Expenses and Deferred Charges$375--
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$575,760$474,322▼ $101,438
Liabilities
Accounts Payable and Accrued Expenses$14,907$15,400▲ $493
Other Liabilities$33,390$13,722▼ $19,668
Total Liabilities$48,297$29,122▼ $19,175
Net Assets / Fund Balance
Unrestricted Net Assets$488,250$421,607▼ $66,643
Temporarily Rstr Net Assets$39,213$23,593▼ $15,620
Total Net Assets Fund Balance$527,463$445,200▼ $82,263
Total Liabilities and Net Assets / Fund Balance$575,760$474,322▼ $101,438

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$65,733$65,733

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$12,750---$12,750
2017$12,750---$12,750
2016$12,750---$12,750
2015$8,750$4,000--$12,750
2014$30,500--$21,750$8,750
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleOtherTotal
Mike McbrideExecutive Committee Liaiso$9,852$9,852

Board Members and Trustees

NameTitle
Lindsey ShankChair
Amanda TaylorBoard Member
Bob ReddenBoard Member
Chris DidomizioBoard Member
Chris GlassBoard Member
Chris MarkeyBoard Member
Connie FreyBoard Member
Dan HolstBoard Member
Darcy WaddellBoard Member
David MarlettBoard Member
Dori KingBoard Member
Doug MohrBoard Member
Errica RiveraBoard Member
Glen DavisBoard Member
Hal Soden JrBoard Member
Jeff OgardBoard Member
Juan PadronBoard Member
Kathy Yeager CicBoard Member
Luke HortonBoard Member
Mike MooreBoard Member
Neil LenaneBoard Member
Pete MillerBoard Member
Peter Van AartrijkBoard Member
Sue NeprasBoard Member
Tammy HessbergerBoard Member
Eugene S CockeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$438,031
Program Service Revenue
$0
Investment Income
$1,750
Other Revenue
$760
All Other Contributions
$413,031
Change in Net Assets
$-82,263

Audited Revenue Reconciliation

Revenue per Audited Statements
$440,541
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$41,232
Total Revenue per Audited Statements
$481,773
Total Revenue per Form 990
$440,541
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$352,164
Other Expenses$117,390
Total Fundraising Expense$68,517
Grants and Similar Amounts Paid$53,250
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$181,364$27,343$50,352$259,059
Other Employee Benefits$37,289$5,622$10,353$53,264
Grants to Domestic Individuals$53,250--$53,250
Travel-$22,000-$22,000
Pension Plan Contributions$14,233$2,146$3,952$20,331
Payroll Taxes$13,659$2,059$3,792$19,510
Conferences and Meetings-$15,903-$15,903
Advertising$10,400--$10,400
Fees for Services Accounting-$10,072-$10,072
Information Technology-$5,899-$5,899
Office Expenses-$5,308-$5,308
Other Expenses$15,000$923$68$991
Total Functional Expenses$357,012$97,275$68,517$522,804

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$564,036
Expenses per Audited Statements$522,804
Total Expenses per Form 990$522,804
Expenses Not Reported on Form 990$41,232
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 Related Entities$13,722
Governance and Compliance

Governance Checklist

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

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 STREET, ALEXANDRIA, VA 22314

Signing Officer

Name
Eugene S Cocke
Title
CFO
Phone
7036834422
Signed
2020-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Pickford
Formed
1986
Legal Domicile
Ny
Voting Board Members
26
Independent Board Members
26
Employees
0
Volunteers
345

Preparer

Firm
Rsm US Llp
Address
2021 L STREET NW SUITE 400, WASHINGTON, DC 20036
Preparer
R Michael Sorrells
Phone
2022932200
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Board designated net assets consist of funds held for scholarships. As of august 31, 2019, project invest had $12,750 designated for scholarships.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“FUNDRAISING EXPENSES”

Raw XML AppendixShowing 400 of 642 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
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt014907
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015400
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0OUR MISSION IS TO EDUCATE, PREPARE AND ATTRACT DIVERSE NEW TALENT TOTHE INSURANCE INDUSTRY.
IRS990/AdvertisingGrp/ProgramServicesAmt010400
IRS990/AdvertisingGrp/TotalAmt010400
IRS990/AllOtherContributionsAmt0413031
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0EUGENE S COCKE
IRS990/BooksInCareOfDetail/PhoneNum07036834422
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0127 SOUTH PEYTON STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALEXANDRIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022314
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt015903
IRS990/ConferencesMeetingsGrp/TotalAmt015903
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0438031
IRS990/CYGrantsAndSimilarPaidAmt053250
IRS990/CYInvestmentIncomeAmt01750
IRS990/CYOtherExpensesAmt0117390
IRS990/CYOtherRevenueAmt0760
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-82263
IRS990/CYSalariesCompEmpBnftPaidAmt0352164
IRS990/CYTotalExpensesAmt0522804
IRS990/CYTotalFundraisingExpenseAmt068517
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0440541
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0INVEST IS A GRASSROOTS PROGRAM THAT TEAMS HIGH SCHOOL AND COLLEGE EDUCATORS WITH REPRESENTATIVES FROM THE INSURANCE INDUSTRY TO PROVIDE INSURANCE INSTRUCTION AND CAREER OPPORTUNITIES TO STUDENTS. INVEST CONTINUES TO SEE GREAT INTEREST IN THE PROGRAM AND EXPANDING INTEREST FROM COMMUNITY COLLEGES, WITH 28% OF THE SCHOOLS OFFERING THE INVEST PROGRAM TO DIVERSE OR MINORITY-BASED SCHOOL POPULATIONS. INVEST IS NOW WORKING WITH 897 EDUCATORS AND IS ACTIVE IN 47 STATES WITH OVER 31,500 STUDENTS LEARNING ABOUT INSURANCE AND CAREER OPPORTUNITIES THIS SCHOOL YEAR. INVEST PROVIDES AN INSURANCE EDUCATION AND CAREER PATHWAY FOR STUDENTS INCLUDING JOG SHADOWING, SCHOLARSHIPS, CAREER COACHING AND INTERNSHIPS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0357012
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010072
IRS990/FeesForServicesAccountingGrp/TotalAmt010072
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt200.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt230.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt251.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2649.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt182.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt192.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt202.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt212.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt222.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt232.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt242.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt252.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt260.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2648038
IRS990/Form990PartVIISectionAGrp/PersonNm0LINDSEY SHANK
IRS990/Form990PartVIISectionAGrp/PersonNm1MIKE MCBRIDE
IRS990/Form990PartVIISectionAGrp/PersonNm2GLEN DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS DIDOMIZIO
IRS990/Form990PartVIISectionAGrp/PersonNm4CONNIE FREY
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRIS GLASS
IRS990/Form990PartVIISectionAGrp/PersonNm6TAMMY HESSBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm7DAN HOLST
IRS990/Form990PartVIISectionAGrp/PersonNm8LUKE HORTON
IRS990/Form990PartVIISectionAGrp/PersonNm9DORI KING
IRS990/Form990PartVIISectionAGrp/PersonNm10NEIL LENANE
IRS990/Form990PartVIISectionAGrp/PersonNm11CHRIS MARKEY
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID MARLETT
IRS990/Form990PartVIISectionAGrp/PersonNm13PETE MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm14DOUG MOHR
IRS990/Form990PartVIISectionAGrp/PersonNm15MIKE MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm16SUE NEPRAS
IRS990/Form990PartVIISectionAGrp/PersonNm17JEFF OGARD
IRS990/Form990PartVIISectionAGrp/PersonNm18JUAN PADRON
IRS990/Form990PartVIISectionAGrp/PersonNm19BOB REDDEN
IRS990/Form990PartVIISectionAGrp/PersonNm20ERRICA RIVERA
IRS990/Form990PartVIISectionAGrp/PersonNm21HAL SODEN JR
IRS990/Form990PartVIISectionAGrp/PersonNm22AMANDA TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm23PETER VAN AARTRIJK
IRS990/Form990PartVIISectionAGrp/PersonNm24DARCY WADDELL
IRS990/Form990PartVIISectionAGrp/PersonNm25KATHY YEAGER CIC
IRS990/Form990PartVIISectionAGrp/PersonNm26EUGENE S COCKE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19852
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt26264326
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE COMMITTEE LIAISO
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26TREASURER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt026
IRS990/GrantAmt053250
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt053250
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt053250
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0440541
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt026
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05899
IRS990/InformationTechnologyGrp/TotalAmt05899
IRS990/InvestmentIncomeGrp/ExclusionAmt01750
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01750
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt065733
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt065733
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0INVEST 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0527463
IRS990/NetAssetsOrFundBalancesEOYAmt0445200
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05308
IRS990/OfficeExpensesGrp/TotalAmt05308
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010353
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05622
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt037289
IRS990/OtherEmployeeBenefitsGrp/TotalAmt053264
IRS990/OtherExpensesGrp/Desc0WORKSHOPS & PROJECTS
IRS990/OtherExpensesGrp/Desc1BOARD APPROVED PROJECTS
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt068
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0923
IRS990/OtherExpensesGrp/ProgramServicesAmt031817
IRS990/OtherExpensesGrp/ProgramServicesAmt115000
IRS990/OtherExpensesGrp/TotalAmt031817
IRS990/OtherExpensesGrp/TotalAmt115000
IRS990/OtherExpensesGrp/TotalAmt2991
IRS990/OtherLiabilitiesGrp/BOYAmt033390
IRS990/OtherLiabilitiesGrp/EOYAmt013722
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0760
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0760
IRS990/OtherRevenueTotalAmt0760
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt050352
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt027343
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0181364
IRS990/OtherSalariesAndWagesGrp/TotalAmt0259059
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03792
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02059
IRS990/PayrollTaxesGrp/ProgramServicesAmt013659
IRS990/PayrollTaxesGrp/TotalAmt019510
IRS990/PensionPlanContributionsGrp/FundraisingAmt03952
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02146
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt014233
IRS990/PensionPlanContributionsGrp/TotalAmt020331
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0375
IRS990/PrincipalOfficerNm0DEBORAH PICKFORD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0459478
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt062500
IRS990/PYInvestmentIncomeAmt01560
IRS990/PYOtherExpensesAmt0119137
IRS990/PYOtherRevenueAmt0-11571
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-35699
IRS990/PYSalariesCompEmpBnftPaidAmt0303529
IRS990/PYTotalExpensesAmt0485166
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0449467
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-82263
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt025000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$474,322
Liabilities
$29,122
Net assets
$445,200
Revenue
$440,541
Expenses
$522,804
Net income
-$82,263
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
2019Detailed filing. Detailed filing data is available for this year.$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