Civic Intelligence

Iiaba-Project Invest

990 • Fiscal year 2020 • EIN 13-3315296

Sep 01, 2019 to Aug 31, 2020 • Filed on Jun 29, 2021

127 S Peyton StAlexandria, VA 22314-2879

(800) 221-7917

Siviq Scores

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

Liabilities / Assets

84th percentile

0.32x

Higher debt load relative to assets than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

90th percentile

0.46x

Higher debt load relative to revenue than 90% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

16th percentile

-36%

Higher net margin than 16% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

100th percentile

$352,895

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 105.9% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

45th percentile

1.0%

Faster asset growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-24%

Faster revenue growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$479,027

Up $4,705 (+1.0%) from 2019

Net Assets

Down

$325,291

Down $119,909 (-27%) from 2019

Liabilities

Up

$153,736

Up $124,614 (+428%) from 2019

Revenue

Down

$333,349

Down $107,192 (-24%) from 2019

Expenses

Down

$453,258

Down $69,546 (-13%) from 2019

Net Income

Down

-$119,909

Down $37,646 (-46%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$479,027
Liabilities$153,736
Net Assets$325,291

Operations Trend

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

2020

Revenue$333,349
Expenses$453,258
Net Income-$119,909
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jun 29, 2021
Return Version
2019v5.2
Gross Receipts
$333,349
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$474,322$479,027▲ $4,705
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$474,322$479,027▲ $4,705
Liabilities
Accounts Payable and Accrued Expenses$15,400$71,052▲ $55,652
Unsecured Notes Loans Payable-$55,760-
Other Liabilities$13,722$26,924▲ $13,202
Total Liabilities$29,122$153,736▲ $124,614
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$421,607$297,192▼ $124,415
Net Assets With Donor Restrictions$23,593$28,099▲ $4,506
Total Net Assets Fund Balance$445,200$325,291▼ $119,909
Total Liabilities and Net Assets / Fund Balance$474,322$479,027▲ $4,705

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$12,750---$12,750
2018$12,750---$12,750
2017$12,750---$12,750
2016$12,750---$12,750
2015$8,750$4,000--$12,750
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Deborah PickfordPresidentFT$109,800$109,800
Lou MoranExecutive Committee Liaiso-$2,053$2,053

Board Members and Trustees

NameTitle
Lindsey ShankChair
Bob ReddenBoard Member
Cara MccallBoard Member
Christopher DidomizioBoard Member
Christopher GlassBoard Member
Connie FreyBoard Member
Darcy WaddellBoard Member
David MarlettBoard Member
Diane DelaneyBoard Member
Dori KingBoard Member
Doug MohrBoard Member
Errica RiveraBoard Member
Glen DavisBoard Member
Harold SodenBoard Member
Jeff OgardBoard Member
John-paul PurssordBoard Member
Juan PadronBoard Member
Kathy YeagerBoard Member
Luke HortonBoard Member
Neil LenaneBoard Member
Peter MillerBoard Member
Peter Van AartrijkBoard Member
Robin BronsteinBoard Member
Sue NeprasBoard Member
Tammy HessbergerBoard Member
Terri EdwardsBoard Member
Madelyn FlanaganSecretary
Eugene S CockeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$330,444
Program Service Revenue
$0
Investment Income
$2,895
Other Revenue
$10
All Other Contributions
$305,444
Change in Net Assets
$-119,909

Audited Revenue Reconciliation

Revenue per Audited Statements
$333,349
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$31,125
Total Revenue per Audited Statements
$364,474
Total Revenue per Form 990
$333,349
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$352,823
Other Expenses$98,072
Total Fundraising Expense$85,667
Grants and Similar Amounts Paid$2,363
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$191,068$28,728$51,222$271,018
Travel$33,171$4,987$8,893$47,051
Other Employee Benefits$27,635$4,155$7,409$39,199
Pension Plan Contributions$15,660$2,355$4,198$22,213
Payroll Taxes$14,377$2,162$3,854$20,393
Information Technology$9,778$1,470$2,621$13,869
Fees for Services Accounting$5,006$753$1,342$7,101
Fees for Services Other$1,759$264$472$2,495
Grants to Domestic Individuals$2,363--$2,363
Conferences and Meetings$1,301$196$349$1,846
Office Expenses$888$133$238$1,259
Fees for Services Legal$791$119$212$1,122
Other Expenses$60$9$16$85
Total Functional Expenses$319,546$48,045$85,667$453,258

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$484,383
Expenses per Audited Statements$453,258
Total Expenses per Form 990$453,258
Expenses Not Reported on Form 990$31,125
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$26,924
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
Iiaba-project Invest
EIN
13-3315296
Phone
8002217917
Address
127 S PEYTON ST, ALEXANDRIA, VA 22314-2879

Signing Officer

Name
Eugene S Cocke
Title
CFO
Phone
8002217917
Signed
2021-06-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Pickford
Formed
1986
Legal Domicile
Ny
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
380

Preparer

Firm
Rsm US Llp
Address
2021 L STREET NW SUITE 400, WASHINGTON, DC 20036
Preparer
Mike 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, 2020, project invest had $12,750 designated for scholarships.

Raw XML AppendixShowing 400 of 672 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.

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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 30% OF THE SCHOOLS OFFERING THE INVEST PROGRAM TO DIVERSE OR MINORITY-BASED SCHOOL POPULATIONS. INVEST IS NOW WORKING WITH 934 EDUCATORS AND IS ACTIVE IN 49 STATES WITH OVER 33,200 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.
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IRS990/Form990PartVIISectionAGrp/PersonNm6CHRISTOPHER DIDOMIZIO
IRS990/Form990PartVIISectionAGrp/PersonNm7TERRI EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm8CONNIE FREY
IRS990/Form990PartVIISectionAGrp/PersonNm9CHRISTOPHER GLASS
IRS990/Form990PartVIISectionAGrp/PersonNm10TAMMY HESSBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm11LUKE HORTON
IRS990/Form990PartVIISectionAGrp/PersonNm12DORI KING
IRS990/Form990PartVIISectionAGrp/PersonNm13NEIL LENANE
IRS990/Form990PartVIISectionAGrp/PersonNm14DAVID MARLETT
IRS990/Form990PartVIISectionAGrp/PersonNm15CARA MCCALL
IRS990/Form990PartVIISectionAGrp/PersonNm16PETER MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm17DOUG MOHR
IRS990/Form990PartVIISectionAGrp/PersonNm18SUE NEPRAS
IRS990/Form990PartVIISectionAGrp/PersonNm19JEFF OGARD
IRS990/Form990PartVIISectionAGrp/PersonNm20JUAN PADRON
IRS990/Form990PartVIISectionAGrp/PersonNm21JOHN-PAUL PURSSORD
IRS990/Form990PartVIISectionAGrp/PersonNm22BOB REDDEN
IRS990/Form990PartVIISectionAGrp/PersonNm23ERRICA RIVERA
IRS990/Form990PartVIISectionAGrp/PersonNm24HAROLD SODEN
IRS990/Form990PartVIISectionAGrp/PersonNm25PETER VAN AARTRIJK
IRS990/Form990PartVIISectionAGrp/PersonNm26DARCY WADDELL
IRS990/Form990PartVIISectionAGrp/PersonNm27KATHY YEAGER
IRS990/Form990PartVIISectionAGrp/PersonNm28EUGENE S COCKE
IRS990/Form990PartVIISectionAGrp/PersonNm29DEBORAH PICKFORD
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/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12053
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/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt28301864
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt29109800
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE COMMITTEE LIAISO
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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/TitleTxt26BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt27BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt28TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt29PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantAmt02363
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02363
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02363
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0333349
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02621
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01470
IRS990/InformationTechnologyGrp/ProgramServicesAmt09778
IRS990/InformationTechnologyGrp/TotalAmt013869
IRS990/InvestmentIncomeGrp/ExclusionAmt02895
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02895
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/NetAssetsOrFundBalancesBOYAmt0445200
IRS990/NetAssetsOrFundBalancesEOYAmt0325291
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0421607
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0297192
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0238
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0133
IRS990/OfficeExpensesGrp/ProgramServicesAmt0888
IRS990/OfficeExpensesGrp/TotalAmt01259
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07409
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04155
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt027635
IRS990/OtherEmployeeBenefitsGrp/TotalAmt039199
IRS990/OtherExpensesGrp/Desc0GENERAL OPERATING
IRS990/OtherExpensesGrp/Desc1TAXES & FEES
IRS990/OtherExpensesGrp/Desc2EMPLOYEE RELATED
IRS990/OtherExpensesGrp/FundraisingAmt04458
IRS990/OtherExpensesGrp/FundraisingAmt1383
IRS990/OtherExpensesGrp/FundraisingAmt216
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02499
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1215
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt29
IRS990/OtherExpensesGrp/ProgramServicesAmt014259
IRS990/OtherExpensesGrp/ProgramServicesAmt11430
IRS990/OtherExpensesGrp/ProgramServicesAmt260
IRS990/OtherExpensesGrp/TotalAmt021216
IRS990/OtherExpensesGrp/TotalAmt12028

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2020Detailed filing. Detailed filing data is available for this year.$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