Civic Intelligence

Invest Inc

990EZ • Fiscal year 2016 • EIN 20-1479898

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 15, 2016

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-7.0%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-31%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$20,138

Down $1,519 (-7.0%) from 2015

Net Assets

Down

$20,138

Down $1,519 (-7.0%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Down

$9,020

Down $3,993 (-31%) from 2015

Expenses

Down

$10,539

Down $15,238 (-59%) from 2015

Net Income

Up

-$1,519

Up $11,245 (+88%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2016

Assets$20,138
Liabilities-
Net Assets$20,138
Open 2016 Filing

Operations Trend

Revenue Growth17th 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

2016

Revenue$9,020
Expenses$10,539
Net Income-$1,519
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 15, 2016
Return Version
2015v2.1
Gross Receipts
$9,020
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.$7,500$7,790
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNDA BAUMGARTNERPresidentPT$0--
MELODY PARRYTreasurerPT$0--
JULIE THOMPSONVice PresidePT$0--
JEN MADDOXSecretaryPT$0--
TONYA CHRISTENSONDirector-$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
Melody Parry
Title
Treasurer
Phone
5734463417
Signed
2016-09-15
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 8

“Fiduciary fee refund 219 total 219”

Form 990-ez, Part I, Line 10

“Zoe ministry 700 waterfield ridge pl garner, nc 27529 7,500 0 0”

Form 990-ez, Part I, Line 16

“Expenses bank fees 716 office supplies 106 meals 290 total 1,112”

Raw XML Appendix160 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/PersonNm0MELODY PARRY
IRS990EZ/BooksInCareOfDetail/PhoneNum05734463417
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0709 W BROADWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLUMBIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd065201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021657
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020138
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08788
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1519
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01927
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021657
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020138
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07500
IRS990EZ/GrossReceiptsAmt09020
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021657
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020138
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021657
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020138
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LYNDA BAUMGARTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELODY PARRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEN MADDOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TONYA CHRISTENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01112
IRS990EZ/OtherRevenueTotalAmt0219
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/GrantsAndAllocationsAmt07500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07790
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010539
IRS990EZ/TotalProgramServiceExpensesAmt07790
IRS990EZ/TotalRevenueAmt09020
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.INVESTINC.INFO
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FIDICUARY FEE REFUND 219
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08788
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt034381
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt041339
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0130088
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt043
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0219
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0219
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99800
IRS990ScheduleA/PublicSupportPY509Pct00.98550
IRS990ScheduleA/PublicSupportTotal509Amt0130088
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08788
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt013005
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt034381
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041339
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt032575
IRS990ScheduleA/Total509Grp/TotalAmt0130088
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09020
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt013013
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt034386
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt041346
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt032585
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0130350
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FIDUCIARY FEE REFUND 219 TOTAL 219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ZOE MINISTRY 700 WATERFIELD RIDGE PL GARNER, NC 27529 7,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES BANK FEES 716 OFFICE SUPPLIES 106 MEALS 290 TOTAL 1,112
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELODY PARRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05734463417
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-15
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/PreparationDt02016-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY L WATSON
ReturnHeader/ReturnTs02016-10-05T09:14:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,138
Liabilities
-
Net assets
$20,138
Revenue
$9,020
Expenses
$10,539
Net income
-$1,519
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