Civic Intelligence

Invest Inc

990EZ • Fiscal year 2015 • EIN 20-1479898

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 13, 2015

Organization ProfileWWW.INVESTINC.INFO
PO Box 1011Columbia, MO 65205-1011

(573) 446-3417

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

5th percentile

-98%

Higher net margin than 5% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

12th percentile

-37%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

7th percentile

-62%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$21,657

Down $12,764 (-37%) from 2014

Net Assets

Down

$21,657

Down $12,764 (-37%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$13,013

Down $21,373 (-62%) from 2014

Expenses

Down

$25,777

Down $3,786 (-13%) from 2014

Net Income

Down

-$12,764

Down $17,587 (-365%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$40K$30K$20K$10K$0Assets 2010: $11,349Liabilities 2010: $1,649Net Assets 2010: $9,7002010Assets 2011: $20,459Liabilities 2011: $02011Assets 2012: $25,836Net Assets 2012: $25,8362012Assets 2013: $29,598Liabilities 2013: $02013Assets 2014: $34,421Net Assets 2014: $34,4212014Assets 2015: $21,657Net Assets 2015: $21,6572015Assets 2016: $20,138Net Assets 2016: $20,1382016Assets 2017: $0Net Assets 2017: $02017

Highlighted filing

2015

Assets$21,657
Liabilities-
Net Assets$21,657
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2010: $87,153Expenses 2010: $87,889Net Income 2010: -$7362010Revenue 2011: $41,131Expenses 2011: $30,372Net Income 2011: $10,7592011Revenue 2012: $32,585Expenses 2012: $27,207Net Income 2012: $5,3782012Revenue 2013: $41,346Expenses 2013: $37,584Net Income 2013: $3,7622013Revenue 2014: $34,386Expenses 2014: $29,563Net Income 2014: $4,8232014Revenue 2015: $13,013Expenses 2015: $25,777Net Income 2015: -$12,7642015Revenue 2016: $9,020Expenses 2016: $10,539Net Income 2016: -$1,5192016Revenue 2017: $864Expenses 2017: $21,002Net Income 2017: -$20,1382017

Highlighted filing

2015

Revenue$13,013
Expenses$25,777
Net Income-$12,764
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$13,013
Mission and Program Overview

Mission

To transform the lives of widows and orphans in rural african communities.

Program Services

DescriptionGrantsExpenses
MALAWI DEVELOPMENT PROGRAM-INVEST IS WORKING IN RURAL MALAWI TO PROVIDE MEDICAL, NUTRITIONAL, EDUCATIONAL, AND AGRICULTURAL PROGRAMS FOR ORPHANS AND WIDOWS WHOSE LIVES HAVE BEEN AFFECTED BY HIV/AIDS.$14,778$23,803
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELODY PARRYPresidentPT$0--
JACQUIE WARDSecretaryPT$0--
CRAIG RIORDANTreasurerPT$0--
SHERRY MOOREDirector-$0--
TIM SHORTDirector-$0--
CINDY PARSHALLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Invest Inc
EIN
20-1479898
Phone
5734463417
Address
PO BOX 1011, COLUMBIA, MO 65205-1011

Signing Officer

Name
Craig a Riordan
Title
Treasurer
Phone
5734463417
Signed
2015-11-13
Discuss with paid preparer
Yes

Preparer

Firm
GERDING KORTE & CHITWOOD PC CPA'S
Address
20 SOUTH FIFTH STREET, COLUMBIA, MO 65201
Preparer
Amy L Watson
Phone
5734491599
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Malawi support 14,778 0 0”

Form 990-ez, Part I, Line 16

“Expenses bank fees & charges 1,204 travel to malawi 8,775 meals 250 total 10,229”

Raw XML Appendix158 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CRAIG RIORDAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05734463417
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04514 ROYAL LYTHAM DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLUMBIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd065203
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034421
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021657
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013005
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12764
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0770
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountCntryCd0MI
IRS990EZ/ForeignFinancialAccountInd0true
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034421
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021657
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014778
IRS990EZ/GrossReceiptsAmt013013
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034421
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021657
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034421
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021657
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELODY PARRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACQUIE WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CRAIG RIORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHERRY MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TIM SHORT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CINDY PARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010229
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO TRANSFORM THE LIVES OF WIDOWS AND ORPHANS IN RURAL AFRICAN COMMUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MALAWI DEVELOPMENT PROGRAM-INVEST IS WORKING IN RURAL MALAWI TO PROVIDE MEDICAL, NUTRITIONAL, EDUCATIONAL, AND AGRICULTURAL PROGRAMS FOR ORPHANS AND WIDOWS WHOSE LIVES HAVE BEEN AFFECTED BY HIV/AIDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014778
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023803
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025777
IRS990EZ/TotalProgramServiceExpensesAmt023803
IRS990EZ/TotalRevenueAmt013013
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.INVESTINC.INFO
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034381
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt041339
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt041110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0162410
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt051
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt051
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98550
IRS990ScheduleA/PublicSupportPY509Pct00.98990
IRS990ScheduleA/PublicSupportTotal509Amt0160099
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt01311
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt02311
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt01311
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt02311
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013005
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034381
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt041339
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032575
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041110
IRS990ScheduleA/Total509Grp/TotalAmt0162410
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt013013
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt034386
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt041346
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt032585
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt041131
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0162461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MALAWI SUPPORT 14,778 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK FEES & CHARGES 1,204 TRAVEL TO MALAWI 8,775 MEALS 250 TOTAL 10,229
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG A RIORDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05734463417
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INVEST INC
ReturnHeader/Filer/BusinessNameControlTxt0INVE
ReturnHeader/Filer/EIN0201479898
ReturnHeader/Filer/PhoneNum05734463417
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1011
ReturnHeader/Filer/USAddress/CityNm0COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd0652051011
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431260512
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GERDING KORTE & CHITWOOD PC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 SOUTH FIFTH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd065201
ReturnHeader/PreparerPersonGrp/PhoneNum05734491599
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY L WATSON
ReturnHeader/ReturnTs02015-11-16T10:43:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$21,657
Liabilities
-
Net assets
$21,657
Revenue
$13,013
Expenses
$25,777
Net income
-$12,764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.86$21.0$20.1
2016Detailed filing. Detailed filing data is available for this year.$20.1$20.1$9.02$10.5$1.52
2015Detailed filing. Detailed filing data is available for this year.$21.7$21.7$13.0$25.8$12.8
2014Detailed filing. Detailed filing data is available for this year.$34.4$34.4$34.4$29.6$4.82
2013Summary only. Only limited summary data is available for this year.$29.6$0.00$41.3$37.6$3.76
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.8$25.8$32.6$27.2$5.38
2011Summary only. Only limited summary data is available for this year.$20.5$0.00$41.1$30.4$10.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$1.65$9.70$87.2$87.9$0.74