Civic Intelligence

Invested Incorporated

EIN 26-2187412 • 501(c)3 • Slingerlands, NY

Profile

To provide investing education for investors.

PO Box 301Slingerlands, NY 12159-0301

www.investedinc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

24th percentile

-19%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

25th percentile

-28%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

41st percentile

-8.7%

Faster revenue growth than 41% of similar nonprofits.

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

Assets

Down

$56,922

Down $22,573 (-28%) from 2014

Liabilities

Down

$0

Down $13,193 (-100%) from 2014

Net Assets

Down

$56,922

Down $9,380 (-14%) from 2014

Revenue

Down

$49,467

Down $4,716 (-8.7%) from 2014

Expenses

Down

$58,847

Down $4,515 (-7.1%) from 2014

Net Income

Down

-$9,380

Down $201 (-2.2%) from 2014

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $78,010Liabilities 2010: $15,275Net Assets 2010: $62,7352010Assets 2011: $80,397Liabilities 2011: $13,787Net Assets 2011: $66,6102011Assets 2012: $95,605Liabilities 2012: $24,504Net Assets 2012: $71,1012012Assets 2013: $102,661Liabilities 2013: $27,180Net Assets 2013: $75,4812013Assets 2014: $79,495Liabilities 2014: $13,193Net Assets 2014: $66,3022014Assets 2015: $56,922Liabilities 2015: $0Net Assets 2015: $56,9222015

Highlighted filing

2015

Assets$56,922
Liabilities$0
Net Assets$56,922

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2010: $85,902Expenses 2010: $80,897Net Income 2010: $5,0052010Revenue 2011: $73,282Expenses 2011: $69,407Net Income 2011: $3,8752011Revenue 2012: $65,443Expenses 2012: $60,952Net Income 2012: $4,4912012Revenue 2013: $63,611Expenses 2013: $59,231Net Income 2013: $4,3802013Revenue 2014: $54,183Expenses 2014: $63,362Net Income 2014: -$9,1792014Revenue 2015: $49,467Expenses 2015: $58,847Net Income 2015: -$9,3802015

Highlighted filing

2015

Revenue$49,467
Expenses$58,847
Net Income-$9,380

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 11, 2016
Return Version
2015v2.1
Gross Receipts
$51,190
Mission and Program Overview

Mission

To provide investing education for investors.

Program Services

DescriptionGrantsExpenses
INVESTED INC. HOSTED ITS ANNUAL CONFERENCE IN RICHMOND, VA. EDUCATIONAL SESSIONS WERE OFFERED TO ENHANCE INVESTORS' KNOWLEDGE OF INVESTMENT METHODS, THEORIES, AND THE TECHNOLOGIES AVAILABLE TO THE INVESTING COMMUNITY. TOPICS SUCH AS FUNDAMENTAL AND TECHNICAL INVESTMENT ANALYSIS, CASH FLOW MANAGEMENT, BUILDING PORTFOLIOS, INDUSTRY STUDY, AND REBALANCING PORTFOLIOS WERE TAUGHT. A PROGRAM FOR NEW INVESTORS WAS OFFERED. THE COMPUTER LAB AT THE CONFERENCE ALLOWED HANDS-ON INSTRUCTION IN STOCK RESEARCH USEFUL WEBSITES AND ONE-ON-ONE MENTORING. THE CONFERENCE ALSO PROVIDED AN OPPORTUNITY TO ESTABLISH VALUABLE NETWORKING CONNECTIONS WITHIN THE INVESTING COMMUNITY.$0$50,035
INVESTED INC. OFFERS A FREE NEWSLETTER CONTAINING EDUCATIONAL ARTICLES, TECH TIPS, INFORMATION ABOUT THE ANNUAL CONFERENCE, AND DESCRIPTIONS AND REGISTRATION LINKS FOR THE FREE WEBINARS. 2015 WEBINARS COVERED THE TOPIC OF STOCK OPTIONS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAMELA WRIGHTDirector, Conference MgrFT$0--
JOE CRAIGVice PresidentPT$0--
JOHN TONSAGERAdvisory DirectorPT$0--
SAUL SEINBERGAdvisory DirectorPT$0--
LOUISE SECHLERTreasurerPT$0--
DANIEL RIVERAAssociate DirectorPT$0--
SANDY GALLEMOREVice President, EducationFT$0--
JERRY PILLANSPresidentPT$0--
MARY ANN DAVISDirectorPT$0--
JERRY ADDLEMANDirectorPT$0--
BRIAN ALTSCHULDirectorPT$0--
RANDY WILKESAssistant TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Invested Incorporated
EIN
26-2187412
Phone
5182070030
Address
PO BOX 301, SLINGERLANDS, NY 12159-0301

Signing Officer

Name
Jerry Pillans
Title
President
Phone
5182070030
Signed
2016-07-11
Discuss with paid preparer
Yes

Preparer

Firm
Lcs&z Llp
Address
33 CENTURY HILL DRIVE, LATHAM, NY 12110-2113
Preparer
Gregory J Abbattisti CPA
Phone
5187837200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 58.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: program advertising. Amount: 275. Description: program promotion and event materials. Amount: 4,757. Description: program hotel. Amount: 10,247. Description: program meals. Amount: 21,381. Description: program computer expense. Amount: 339. Description: program instructor travel expense. Amount: 7,608. Description: program registration processing fees. Amount: 843. Description: program audio visual/taping expense. Amount: 3,766. Description: insurance. Amount: 2,276. Description: travel and meetings expense. Amount: 2,373. Description: website expense. Amount: 924. Description: miscellaneous expense. Amount: 556. Description: telephone expense. Amount: 129. Description: filing fees and licenses. Amount: 50. Description: bank charges. Amount: 3. Description: depreciation. Amount: 722. Total to form 990-ez, line 16: 56,249.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid expenses. Beg. Of year amount: 2,282. End of year amount: 1,990. Description: other depreciable assets. Beg. Of year amount: 3,725. End of year amount: 1,280.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: deferred revenue. Beg. Of year amount: 13,193. End of year amount: 0.

Raw XML Appendix232 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INVESTED INC. HOSTED ITS ANNUAL CONFERENCE IN RICHMOND, VA. EDUCATIONAL SESSIONS WERE OFFERED TO ENHANCE INVESTORS' KNOWLEDGE OF INVESTMENT METHODS, THEORIES, AND THE TECHNOLOGIES AVAILABLE TO THE INVESTING COMMUNITY. TOPICS SUCH AS FUNDAMENTAL AND TECHNICAL INVESTMENT ANALYSIS, CASH FLOW MANAGEMENT, BUILDING PORTFOLIOS, INDUSTRY STUDY, AND REBALANCING PORTFOLIOS WERE TAUGHT. A PROGRAM FOR NEW INVESTORS WAS OFFERED. THE COMPUTER LAB AT THE CONFERENCE ALLOWED HANDS-ON INSTRUCTION IN STOCK RESEARCH USEFUL WEBSITES AND ONE-ON-ONE MENTORING. THE CONFERENCE ALSO PROVIDED AN OPPORTUNITY TO ESTABLISH VALUABLE NETWORKING CONNECTIONS WITHIN THE INVESTING COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1INVESTED INC. OFFERS A FREE NEWSLETTER CONTAINING EDUCATIONAL ARTICLES, TECH TIPS, INFORMATION ABOUT THE ANNUAL CONFERENCE, AND DESCRIPTIONS AND REGISTRATION LINKS FOR THE FREE WEBINARS. 2015 WEBINARS COVERED THE TOPIC OF STOCK OPTIONS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 58.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PROGRAM ADVERTISING. AMOUNT: 275. DESCRIPTION: PROGRAM PROMOTION AND EVENT MATERIALS. AMOUNT: 4,757. DESCRIPTION: PROGRAM HOTEL. AMOUNT: 10,247. DESCRIPTION: PROGRAM MEALS. AMOUNT: 21,381. DESCRIPTION: PROGRAM COMPUTER EXPENSE. AMOUNT: 339. DESCRIPTION: PROGRAM INSTRUCTOR TRAVEL EXPENSE. AMOUNT: 7,608. DESCRIPTION: PROGRAM REGISTRATION PROCESSING FEES. AMOUNT: 843. DESCRIPTION: PROGRAM AUDIO VISUAL/TAPING EXPENSE. AMOUNT: 3,766. DESCRIPTION: INSURANCE. AMOUNT: 2,276. DESCRIPTION: TRAVEL AND MEETINGS EXPENSE. AMOUNT: 2,373. DESCRIPTION: WEBSITE EXPENSE. AMOUNT: 924. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 556. DESCRIPTION: TELEPHONE EXPENSE. AMOUNT: 129. DESCRIPTION: FILING FEES AND LICENSES. AMOUNT: 50. DESCRIPTION: BANK CHARGES. AMOUNT: 3. DESCRIPTION: DEPRECIATION. AMOUNT: 722. TOTAL TO FORM 990-EZ, LINE 16: 56,249.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 2,282. END OF YEAR AMOUNT: 1,990. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 3,725. END OF YEAR AMOUNT: 1,280.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 13,193. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-09-27 15:27:22Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0121102113
ReturnHeader/PreparerPersonGrp/PhoneNum05187837200
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY J ABBATTISTI CPA
ReturnHeader/ReturnTs02016-07-13T09:00:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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