Civic Intelligence

Investnest Inc

EIN 35-2675817 • 501(c)3 • Heber City, UT

Profile

To educate high school students about the importance of business and entrepreneurship.

322 E Gateway Dr Ste 202Heber City, UT 84032

investnest.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$20,583

Down $16,466 (-44%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$20,583

Down $16,466 (-44%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Down

$96,700

Down $16,750 (-15%) from 2023

Expenses

Down

$113,166

Down $3,143 (-2.7%) from 2023

Net Income

Down

-$16,466

Down $13,607 (-476%) from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2022: $39,908Net Assets 2022: $39,9082022Assets 2023: $37,049Net Assets 2023: $37,0492023Assets 2024: $20,583Net Assets 2024: $20,5832024

Highlighted filing

2024

Assets$20,583
Liabilities-
Net Assets$20,583
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2022: $104,718Expenses 2022: $69,666Net Income 2022: $35,0522022Revenue 2023: $113,450Expenses 2023: $116,309Net Income 2023: -$2,8592023Revenue 2024: $96,700Expenses 2024: $113,166Net Income 2024: -$16,4662024

Highlighted filing

2024

Revenue$96,700
Expenses$113,166
Net Income-$16,466
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,583
Liabilities
-
Net assets
$20,583
Revenue
$96,700
Expenses
$113,166
Net income
-$16,466
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.97$1.13$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.37$0.37$1.13$1.16$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.40$0.40$1.05$0.70$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 11, 2025
Return Version
2024v5.0
Gross Receipts
$96,700
Mission and Program Overview

Mission

To educate high school students about the importance of business and entrepreneurship.

Program Services

DescriptionGrantsExpenses
WE CONDUCT AN ANNUAL HIGH SCHOOL BUSINESS COMPETITION AND PROVIDE MENTORING TO STUDENTS WHO DESIRE TO START UP A BUSINESS.-$108,366
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JW DAVIESDirector-$0--
BRAD T ALLENDirector-$0--
JAMES BALLSTAEDTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Investnest Inc
EIN
35-2675817
Phone
8012255854
Address
322 E GATEWAY DR STE 202, HEBER CITY, UT 84032

Signing Officer

Name
Jw Davies
Title
Director
Phone
8012255854
Signed
2025-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Davies Allen Tax Advisors LLC
Address
322 GATEWAY DR SUITE 202, HEBER CITY, UT 84032
Preparer
Jw Davies CPA
Phone
8012255854
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses meals 432 office suppiles 574 scholarships 105,700 taxes and licenses 18 non-investment depreciation 4,800 total 111,524”

Form 990-ez, Part II, Line 24

“15,000 15,000 less accumulated depreciation 3,000 7,800 total 12,000 7,200”

Form 990-ez, Part III

“To educate high school students about the importance of business and entrepreneurship.”

Raw XML Appendix125 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/PersonNm0JW DAVIES
IRS990EZ/BooksInCareOfDetail/PhoneNum04356541724
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01545 PALOMINO CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HEBER CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084032
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025049
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013383
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt096700
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16466
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0521
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037049
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020583
IRS990EZ/GrossReceiptsAmt096700
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037049
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020583
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037049
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020583
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JW DAVIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRAD T ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES BALLSTAEDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt012000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07200
IRS990EZ/OtherExpensesTotalAmt0111524
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO EDUCATE HIGH SCHOOL STUDENTS ABOUT THE IMPORTANCE OF BUSINESS AND ENTREPRENEURSHIP.
IRS990EZ/PrintingPublicationsPostageAmt01121
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WE CONDUCT AN ANNUAL HIGH SCHOOL BUSINESS COMPETITION AND PROVIDE MENTORING TO STUDENTS WHO DESIRE TO START UP A BUSINESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0108366
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0113166
IRS990EZ/TotalProgramServiceExpensesAmt0108366
IRS990EZ/TotalRevenueAmt096700
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://INVESTNEST.ORG/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt096700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt096700
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt096700
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt096700
IRS990ScheduleA/Total509Grp/TotalAmt096700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt096700
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt096700
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/ExplanationTxt0EXPENSES MEALS 432 OFFICE SUPPILES 574 SCHOLARSHIPS 105,700 TAXES AND LICENSES 18 NON-INVESTMENT DEPRECIATION 4,800 TOTAL 111,524
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt115,000 15,000 LESS ACCUMULATED DEPRECIATION 3,000 7,800 TOTAL 12,000 7,200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO EDUCATE HIGH SCHOOL STUDENTS ABOUT THE IMPORTANCE OF BUSINESS AND ENTREPRENEURSHIP.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JW DAVIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08012255854
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INVESTNEST INC
ReturnHeader/Filer/BusinessNameControlTxt0INVE
ReturnHeader/Filer/EIN0352675817
ReturnHeader/Filer/PhoneNum08012255854
ReturnHeader/Filer/USAddress/AddressLine1Txt0322 E GATEWAY DR STE 202
ReturnHeader/Filer/USAddress/CityNm0HEBER CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084032
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823847388
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIES ALLEN TAX ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0322 GATEWAY DR SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HEBER CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084032
ReturnHeader/PreparerPersonGrp/PhoneNum08012255854
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JW DAVIES CPA
ReturnHeader/ReturnTs02025-02-17T19:41:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.