Civic Intelligence

Investor Protection Institute

EIN 26-2504761 • 501(c)3 • Washington, DC

Profile

The investor protection institute's (ipi's) mission is to protect investors through research and education. Ipi carries out its mission through national investor education, protection, and research programs delivered at the grassroots level with the assistance of participating state securities regulators and strategic partnerships with other organizations.

1200 18th Street NW No 700Washington, DC 20036

www.iinvest.org

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

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

Liabilities / Revenue

86th percentile

0.19x

Higher debt load relative to revenue than 86% of similar nonprofits.

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

Net Margin

1st percentile

-6537%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

86th percentile

$12,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 2166.1% of source-year revenue.

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

Asset Growth

12th percentile

-91%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

4th percentile

-99%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$41,433

Down $412,799 (-91%) from 2019

Liabilities

Down

$105

Down $273,576 (-100%) from 2019

Net Assets

Down

$41,328

Down $139,223 (-77%) from 2019

Operations
Liabilities / Revenue86th percentileNet Margin1st percentile

Revenue

Down

$554

Down $53,427 (-99%) from 2019

Expenses

Down

$36,768

Down $15,684 (-30%) from 2019

Net Income

Down

-$36,214

Down $37,743 (-2468%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$800K$600K$400K$200K$0Assets 2012: $576,260Liabilities 2012: $389,620Net Assets 2012: $186,6402012Assets 2013: $591,624Liabilities 2013: $409,124Net Assets 2013: $182,5002013Assets 2014: $636,951Liabilities 2014: $460,592Net Assets 2014: $176,3592014Assets 2015: $592,143Liabilities 2015: $376,474Net Assets 2015: $215,6692015Assets 2016: $543,702Liabilities 2016: $339,247Net Assets 2016: $204,4552016Assets 2017: $494,940Liabilities 2017: $307,606Net Assets 2017: $187,3342017Assets 2018: $457,035Liabilities 2018: $278,013Net Assets 2018: $179,0222018Assets 2019: $454,232Liabilities 2019: $273,681Net Assets 2019: $180,5512019Assets 2020: $41,433Liabilities 2020: $105Net Assets 2020: $41,3282020

Highlighted filing

2020

Assets$41,433
Liabilities$105
Net Assets$41,328
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $511,8892012Revenue 2013: $250,920Expenses 2013: $255,060Net Income 2013: -$4,1402013Revenue 2014: $33,816Expenses 2014: $39,957Net Income 2014: -$6,1412014Revenue 2015: $284,248Expenses 2015: $260,289Net Income 2015: $23,9592015Revenue 2016: $191,565Expenses 2016: $202,779Net Income 2016: -$11,2142016Revenue 2017: $91,235Expenses 2017: $108,356Net Income 2017: -$17,1212017Revenue 2018: $23,519Expenses 2018: $31,830Net Income 2018: -$8,3112018Revenue 2019: $53,981Expenses 2019: $52,452Net Income 2019: $1,5292019Revenue 2020: $554Expenses 2020: $36,768Net Income 2020: -$36,2142020

Highlighted filing

2020

Revenue$554
Expenses$36,768
Net Income-$36,214
Open 2020 Filing

Filings

Most recent year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,433
Liabilities
$105
Net assets
$41,328
Revenue
$554
Expenses
$36,768
Net income
-$36,214
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.01$0.37$0.36
2019Detailed filing. Detailed filing data is available for this year.$4.54$2.74$1.81$0.54$0.52$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.57$2.78$1.79$0.24$0.32$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.95$3.08$1.87$0.91$1.08$0.17
2016Detailed filing. Detailed filing data is available for this year.$5.44$3.39$2.04$1.92$2.03$0.11
2015Detailed filing. Detailed filing data is available for this year.$5.92$3.76$2.16$2.84$2.60$0.24
2014Detailed filing. Detailed filing data is available for this year.$6.37$4.61$1.76$0.34$0.40$0.06
2013Detailed filing. Detailed filing data is available for this year.$5.92$4.09$1.83$2.51$2.55$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.76$3.90$1.87$5.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.1
Gross Receipts
$554
Mission and Program Overview

Mission

The investor protection institute's (ipi's) mission is to protect investors through research and education. Ipi carries out its mission through national investor education, protection, and research programs delivered at the grassroots level with the assistance of participating state securities regulators and strategic partnerships with other organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$424,370$41,433▼ $382,937
Accounts Receivable$27,944--
Land, Buildings, and Equipment, Net$1,535$0▼ $1,535
Prepaid Expenses and Deferred Charges$383--
Total Assets$454,232$41,433▼ $412,799
Liabilities
Deferred Revenue$262,265--
Accounts Payable and Accrued Expenses$11,416$105▼ $11,311
Total Liabilities$273,681$105▼ $273,576
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$180,551$41,328▼ $139,223
Total Net Assets Fund Balance$180,551$41,328▼ $139,223
Total Liabilities and Net Assets / Fund Balance$454,232$41,433▼ $412,799

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$27,899$27,899
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleBaseTotal
Dr Robert E RoushMember$12,000$12,000

Board Members and Trustees

NameTitle
Craig a GoettschChairman
Don M BlandinPresident & CEO
Robin S RingoExecutive Director
Joseph P BorgMember
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$554
Other Revenue
$0
Change in Net Assets
$-36,214
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,768
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$20,310$2,259-$22,569
Fees for Services Accounting-$7,180-$7,180
Insurance$1,811$513-$2,324
Depreciation Depletion$1,196$339-$1,535
Other Expenses$848$240-$1,088
Occupancy$604$171-$775
Information Technology$571$162-$733
Office Expenses$329$235-$564
Total Functional Expenses$25,669$11,099$0$36,768
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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 directors and officers review it for completeness and accuracy before the president signs and sends the document”

Form 990, Part VI, Section C, Line 19

“Information provided upon request.”

Filing and Contact Details

Filer

Filer Name
Investor Protection Institute
EIN
26-2504761
Phone
2027752112
Address
1200 18TH STREET NW NO 700, WASHINGTON, DC 20036

Signing Officer

Name
Cheri Meyer
Title
Vice President and COO
Phone
2027752112
Signed
2021-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cheri Meyer
Formed
2008
Legal Domicile
Dc
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
7

Preparer

Firm
Sikich Llp
Address
1199 N FAIRFAX STREET 10TH FLOOR, ALEXANDRIA, VA 22314
Preparer
Rohini Chandrabhatla
Phone
7038361350
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Outside contract services: program service expenses 19,792. Management and general expenses 2,208. Fundraising expenses 0. Total expenses 22,000. Website: program service expenses 518. Management and general expenses 51. Fundraising expenses 0. Total expenses 569.”

FORM 990, PART XI, LINE 9:

“Reimbursement of unspent funds -103,009.”

Form 990, Part XI, Line 9

“In preparation for the dissolution of the organization, the institute returned the funds to the investor protection trust that had not been spent over the years.”

Financial Statement Notes

PART X, LINE 2:

“The institute is exempt from federal and local income taxes under section 501(c)(3) of the internal revenue code and a similar provision of state law. The institute is not classified as a private foundation.”

Raw XML Appendix381 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/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT & CEO
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IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt0750 FIRST STREET NE SUITE 1140
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0WASHINGTON
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0DC
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd020002
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DIRECTORS AND OFFICERS REVIEW IT FOR COMPLETENESS AND ACCURACY BEFORE THE PRESIDENT SIGNS AND SENDS THE DOCUMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INFORMATION PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUTSIDE CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 19,792. MANAGEMENT AND GENERAL EXPENSES 2,208. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,000. WEBSITE: PROGRAM SERVICE EXPENSES 518. MANAGEMENT AND GENERAL EXPENSES 51. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 569.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REIMBURSEMENT OF UNSPENT FUNDS -103,009.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IN PREPARATION FOR THE DISSOLUTION OF THE ORGANIZATION, THE INSTITUTE RETURNED THE FUNDS TO THE INVESTOR PROTECTION TRUST THAT HAD NOT BEEN SPENT OVER THE YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INVESTOR PROTECTION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0396570280
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDES INDEPENDENT, OBJECTIVE INFORMATION NEEDED BY CONSUMERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0750 FIRST STREET NE SUITE 1140
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020002
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0103009
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0INVESTOR PROTECTION TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0454232
IRS990/TotalAssetsEOYAmt041433
IRS990/TotalAssetsGrp/BOYAmt0454232
IRS990/TotalAssetsGrp/EOYAmt041433
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011099
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt025669
IRS990/TotalFunctionalExpensesGrp/TotalAmt036768
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0273681
IRS990/TotalLiabilitiesEOYAmt0105
IRS990/TotalLiabilitiesGrp/BOYAmt0273681
IRS990/TotalLiabilitiesGrp/EOYAmt0105
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0180551
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt041328
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt025669
IRS990/TotalReportableCompFromOrgAmt012000
IRS990/TotalRevenueGrp/ExclusionAmt0554
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0554
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0454232
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt041433
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01200 18TH STREET NW NO 700
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020036
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.IINVEST.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERI MEYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT AND COO
ReturnHeader/BusinessOfficerGrp/PhoneNum02027752112
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INVESTOR PROTECTION INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0INVE
ReturnHeader/Filer/EIN0262504761
ReturnHeader/Filer/PhoneNum02027752112
ReturnHeader/Filer/USAddress/AddressLine1Txt01200 18TH STREET NW NO 700
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363168081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIKICH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01199 N FAIRFAX STREET 10TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALEXANDRIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022314
ReturnHeader/PreparerPersonGrp/PhoneNum07038361350
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROHINI CHANDRABHATLA
ReturnHeader/ReturnTs02021-05-12T12:54:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHERI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MEYER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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