Invesco Foundation Inc

990PF • Fiscal year 2020 • EIN 76-0522586

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 01, 2021

Organization Profile

1555 Peachtree Street NE 1800Atlanta, GA 30309

(713) 830-3400

Siviq Scores

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

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

-775%

Higher net margin than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

-5.2%

Faster asset growth than 16% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

-69%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets30th percentile

Assets

Down

$1,120,107

Down $61,145 (-5.2%) from 2019

Net Assets

Down

$1,120,107

Down $61,145 (-5.2%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin1st percentile

Revenue

Down

$7,888

Down $17,908 (-69%) from 2019

Expenses

$69,033

Up $36,148 (+110%) from 2019

Net Income

Down

-$61,145

Down $54,056 (-763%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

Highlighted filing

2020

Assets$1,120,107

Liabilities$0

Net Assets$1,120,107

Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

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

Highlighted filing

2020

Revenue$7,888

Expenses$69,033

Net Income-$61,145

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Nov 1, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay44th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Washington C Dender	Trustee	-	$0	-	-
Allison Dukes	Trustee	-	$0	-	-
Kellie Schonberg	Trustee	-	$0	-	-
Loren M Starr	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Invesco Foundation
EIN: 76-0522586
Phone: 7138303400
Address: 1555 Peachtree Street NE 1800, Atlanta, GA 30309

Signing Officer

Name: Loren M Starr
Title: Trustee
Signed: 2021-11-01
Discuss with paid preparer: Yes

Preparer

Firm: Blazek & Vetterling
Address: 2900 Weslayan Suite 200, Houston, TX 77027
Preparer: Kurt Coburn
Phone: 7134395739

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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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ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	760269860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Blazek & Vetterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2900 Weslayan Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	77027
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7134395739
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Kurt Coburn
ReturnHeader/ReturnTs	0	2021-11-01T15:04:27-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Loren M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Starr
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $1,120,107
Liabilities: $0
Net assets: $1,120,107
Revenue: $7,888
Expenses: $69,033
Net income: -$61,145

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$9.97	$0.00	$9.97	$0.37	$0.56	$0.20
2023Detailed filing. Detailed filing data is available for this year.	$10.2	$0.00	$10.2	$0.87	$0.58	$1.44
2022Detailed filing. Detailed filing data is available for this year.	$11.6	$0.00	$11.6	$10.6	$0.04	$10.5
2021Detailed filing. Detailed filing data is available for this year.	$1.09	$0.00	$1.09	$0.00	$0.04	$0.03
2020Detailed filing. Detailed filing data is available for this year.	$1.12	$0.00	$1.12	$0.01	$0.07	$0.06
2019Detailed filing. Detailed filing data is available for this year.	$1.18	$0.00	$1.18	$0.03	$0.03	$0.01
2018Detailed filing. Detailed filing data is available for this year.	$1.19	$0.00	$1.19	$0.02	$0.07	$0.04
2017Detailed filing. Detailed filing data is available for this year.	$1.23	$0.00	$1.23	$0.01	$0.07	$0.06
2015Detailed filing. Detailed filing data is available for this year.	$1.29	$0.00	$1.29	$0.02	$0.00	$0.01
2014Summary only. Only limited summary data is available for this year.	$1.28	$0.00		$0.01	$0.00	$0.01
2013Summary only. Only limited summary data is available for this year.	$1.26	$0.00		$0.01	$0.00	$0.01
2012Summary only. Only limited summary data is available for this year.	$1.25	$0.00		$0.02	$0.01	$0.00
2011Summary only. Only limited summary data is available for this year.	$1.25	$0.00		$0.22	$2.12	$1.90