Civic Intelligence

Iiaba-Project Invest

990 • Fiscal year 2021 • EIN 13-3315296

Sep 01, 2020 to Aug 31, 2021 • Filed on Jul 15, 2022

127 South Peyton StAlexandria, VA 22314

(703) 683-4422

Siviq Scores

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

Liabilities / Assets

78th percentile

0.28x

Higher debt load relative to assets than 78% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

81st percentile

0.35x

Higher debt load relative to revenue than 81% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

69th percentile

26%

Higher net margin than 69% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

98th percentile

$373,147

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 71.5% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

77th percentile

34%

Faster asset growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

57%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$643,258

Up $164,231 (+34%) from 2020

Net Assets

Up

$462,369

Up $137,078 (+42%) from 2020

Liabilities

Up

$180,889

Up $27,153 (+18%) from 2020

Revenue

Up

$522,186

Up $188,837 (+57%) from 2020

Expenses

Down

$385,108

Down $68,150 (-15%) from 2020

Net Income

Up

$137,078

Up $256,987 (+214%) from 2020

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

2021

Assets$643,258
Liabilities$180,889
Net Assets$462,369

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

2021

Revenue$522,186
Expenses$385,108
Net Income$137,078
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jul 15, 2022
Return Version
2020v4.2
Gross Receipts
$522,186
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$479,027$642,903▲ $163,876
Prepaid Expenses and Deferred Charges-$355-
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$479,027$643,258▲ $164,231
Liabilities
Other Liabilities$77,667$158,180▲ $80,513
Unsecured Notes Loans Payable$55,760--
Accounts Payable and Accrued Expenses$20,309$22,709▲ $2,400
Total Liabilities$153,736$180,889▲ $27,153
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$297,192$442,235▲ $145,043
Net Assets With Donor Restrictions$28,099$20,134▼ $7,965
Total Net Assets Fund Balance$325,291$462,369▲ $137,078
Total Liabilities and Net Assets / Fund Balance$479,027$643,258▲ $164,231

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$12,750---$12,750
2019$12,750---$12,750
2018$12,750---$12,750
2017$12,750---$12,750
2016$12,750---$12,750
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Deborah PickfordPresident/executive DirectorFT$112,260$112,260
Lou MoranExecutive Committee Liaison-$7,133$7,133

Board Members and Trustees

NameTitle
Lindsey ShankChair
Bob ReddenBoard Member
Cara MccallBoard Member
Chris DidomizioBoard Member
Chris GlassBoard Member
Darcy WaddellBoard Member
David MarlettBoard Member
Diane DelaneyBoard Member
Diane WagnerBoard Member
Dori KingBoard Member
Doug MohrBoard Member
Errica RiveraBoard Member
Glen DavisBoard Member
Hal Soden JrBoard Member
Jeff OgardBoard Member
Juan PadronBoard Member
Kathy YeagerBoard Member
Luke HortonBoard Member
Mike MooreBoard Member
Neil LenaneBoard Member
Pete MillerBoard Member
Peter Van AartrijkBoard Member
Sue NeprasBoard Member
Tammy HessbergerBoard Member
Terri EdwardsBoard Member
Eugene S CockeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$520,284
Program Service Revenue
$0
Investment Income
$1,902
Other Revenue
$0
All Other Contributions
$439,524
Change in Net Assets
$137,078

Audited Revenue Reconciliation

Revenue per Audited Statements
$522,186
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$12,000
Total Revenue per Audited Statements
$534,186
Total Revenue per Form 990
$522,186
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$298,941
Total Fundraising Expense$57,931
Other Expenses$54,167
Grants and Similar Amounts Paid$32,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$156,424$38,194$38,194$232,812
Grants to Domestic Individuals$32,000--$32,000
Other Employee Benefits$20,682$5,050$5,050$30,782
Information Technology$17,635$4,306$4,306$26,247
Pension Plan Contributions$12,564$3,068$3,068$18,700
Payroll Taxes$11,185$2,731$2,731$16,647
Fees for Services Accounting$4,030$985$985$6,000
Other Expenses$959$235$235$1,429
Fees for Services Legal$953$233$233$1,419
Travel$607$148$148$903
Fees for Services Other$273$66$66$405
Office Expenses$71$16$18$105
Conferences and Meetings$31$7$7$45
Total Functional Expenses$269,249$57,928$57,931$385,108

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$397,108
Expenses per Audited Statements$385,108
Total Expenses per Form 990$385,108
Expenses Not Reported on Form 990$12,000
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$158,180
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
2022-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eugene S Cocke
Formed
1986
Legal Domicile
Ny
Voting Board Members
26
Independent Board Members
26
Employees
0
Volunteers
395

Preparer

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

Financial Statement Notes

PART V, LINE 4:

Board-designated net assets, totaling $12,750 as of august 31, 2021 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, 2021 and 2020. Tax years prior to 2017 are no longer subject to examination by the irs or the tax jurisdictions of virginia and new york.

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IRS990/Desc0INVEST IS A GRASSROOTS PROGRAM THAT TEAMS HIGH SCHOOL AND COLLEGE EDUCATORS WITH VOLUNTEERS FROM THE INSURANCE INDUSTRY TO PROVIDE INSURANCE INSTRUCTION VIA AN ONLINE CURRICULUM AND PROMOTE INSURANCE CAREER OPPORTUNITIES TO STUDENTS. INVEST CONTINUES TO SEE GROW RAPIDLY ACROSS THE UNITED STATES IN HIGH SCHOOLS AND COMMUNITY COLLEGES, WITH 33% OF THE SCHOOLS OFFERING THE INVEST PROGRAM TO DIVERSE OR MINORITY-BASED SCHOOL POPULATIONS. IN ADDITION, INVEST CONTINUES TO EXPAND ITS PROGRAMMING WITH WORKFORCE DEVELOPMENT GROUPS THAT SERVE MINORITY POPULATIONS. INVEST CURRENTLY WORKS WITH APPROXIMATELY 950 EDUCATORS AND IS ACTIVE IN 50 STATES WITH OVER 34,500 STUDENTS LEARNING ABOUT INSURANCE AND CAREER OPPORTUNITIES THIS SCHOOL YEAR. INVEST PROVIDES AN INSURANCE EDUCATION AND CAREER PATHWAYS FOR STUDENTS INCLUDING JOB SHADOWING, SCHOLARSHIPS, CAREER COACHING, INTERNSHIPS AND IS PARTNERING WITH SEVERAL INSURANCE APPRENTICESHIP PROGRAMS.
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IRS990/Form990PartVIISectionAGrp/PersonNm4CHRIS DIDOMIZIO
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRIS GLASS
IRS990/Form990PartVIISectionAGrp/PersonNm6TAMMY HESSBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm7TERRI EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm8LUKE HORTON
IRS990/Form990PartVIISectionAGrp/PersonNm9DORI KING
IRS990/Form990PartVIISectionAGrp/PersonNm10NEIL LENANE
IRS990/Form990PartVIISectionAGrp/PersonNm11DAVID MARLETT
IRS990/Form990PartVIISectionAGrp/PersonNm12CARA MCCALL
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/PersonNm22PETER VAN AARTRIJK
IRS990/Form990PartVIISectionAGrp/PersonNm23DIANE WAGNER
IRS990/Form990PartVIISectionAGrp/PersonNm24DARCY WADDELL
IRS990/Form990PartVIISectionAGrp/PersonNm25KATHY YEAGER
IRS990/Form990PartVIISectionAGrp/PersonNm26EUGENE S COCKE
IRS990/Form990PartVIISectionAGrp/PersonNm27DEBORAH 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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17133
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/ReportableCompFromRltdOrgAmt26320073
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt27112260
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE COMMITTEE LIAISON
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/Form990PartVIISectionAGrp/TitleTxt27PRESIDENT/EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt026
IRS990/GovernmentGrantsAmt055760
IRS990/GrantAmt032000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt032000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt032000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0522186
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt026
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04306
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04306
IRS990/InformationTechnologyGrp/ProgramServicesAmt017635
IRS990/InformationTechnologyGrp/TotalAmt026247
IRS990/InvestmentIncomeGrp/ExclusionAmt01902
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01902
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/NetAssetsOrFundBalancesBOYAmt0325291
IRS990/NetAssetsOrFundBalancesEOYAmt0462369
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0297192
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0442235
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt018
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016
IRS990/OfficeExpensesGrp/ProgramServicesAmt071
IRS990/OfficeExpensesGrp/TotalAmt0105
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05050
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05050
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt020682
IRS990/OtherEmployeeBenefitsGrp/TotalAmt030782
IRS990/OtherExpensesGrp/Desc0GENERAL OPERATING
IRS990/OtherExpensesGrp/Desc1TAXES & FEES
IRS990/OtherExpensesGrp/Desc2EMPLOYEE RELATED
IRS990/OtherExpensesGrp/FundraisingAmt02595
IRS990/OtherExpensesGrp/FundraisingAmt1295
IRS990/OtherExpensesGrp/FundraisingAmt2235
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02594
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1295
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2235
IRS990/OtherExpensesGrp/ProgramServicesAmt010625
IRS990/OtherExpensesGrp/ProgramServicesAmt11210
IRS990/OtherExpensesGrp/ProgramServicesAmt2959
IRS990/OtherExpensesGrp/TotalAmt015814
IRS990/OtherExpensesGrp/TotalAmt11800
IRS990/OtherExpensesGrp/TotalAmt21429
IRS990/OtherLiabilitiesGrp/BOYAmt077667
IRS990/OtherLiabilitiesGrp/EOYAmt0158180
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt038194
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt038194
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0156424
IRS990/OtherSalariesAndWagesGrp/TotalAmt0232812
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02731
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02731
IRS990/PayrollTaxesGrp/ProgramServicesAmt011185
IRS990/PayrollTaxesGrp/TotalAmt016647
IRS990/PensionPlanContributionsGrp/FundraisingAmt03068
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03068

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
2021Detailed filing. Detailed filing data is available for this year.$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