Civic Intelligence

Invstr Foundation Inc

EIN 83-1161491 • Houston, TX

RevokedPub. 78 Eligible990-N CoverageNTEE B99

Profile

The Invstr Foundation is a 501c3 organization dedicated to financial education for young people. During 2025 the Foundation developed and supported digital educational tools and programs aimed at improving financial literacy and access to financial knowledge.

Revocation date: May 15, 2024

1707 Post Oak Blvd 295Houston, TX 77056

invstrfoundation.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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

67th percentile

21%

Higher net margin than 67% of similar nonprofits.

NTEE B99 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

NTEE B99 • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

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

Source year 2025

Revenue Growth

Score unavailable

No value available

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

Source year 2025

Assets

$33,001

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$33,001

No earlier filing loaded for comparison.

Revenue

$156,001

No earlier filing loaded for comparison.

Expenses

$123,000

No earlier filing loaded for comparison.

Net Income

$33,001

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2025: $33,001Net Assets 2025: $33,0012025

Highlighted filing

2025

Assets$33,001
Liabilities-
Net Assets$33,001

Operations Trend

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

$200K$150K$100K$50K$0Revenue 2025: $156,001Expenses 2025: $123,000Net Income 2025: $33,0012025

Highlighted filing

2025

Revenue$156,001
Expenses$123,000
Net Income$33,001

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.33$0.33$1.56$1.23$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 27, 2026
Return Version
2025v4.0
Gross Receipts
$156,001
Mission and Program Overview

Mission

The Invstr Foundation is a 501c3 organization dedicated to financial education for young people. During 2025 the Foundation developed and supported digital educational tools and programs aimed at improving financial literacy and access to financial knowledge.

Program Services

DescriptionGrantsExpenses
The Invstr Foundation is a 501c3 organization dedicated to financial education for young people. During 2025 the Foundation developed and supported digital educational tools and programs aimed at improving financial literacy and access to financial knowledge.$0$75,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kerim DerhalliCEOPT$0--
Nora Lee NotzonSecretaryPT$0--
Ilse SidlesPresidentPT$0--
Robert CassoCo-President-$0--
Filing and Contact Details

Filer

Filer Name
Invstr Foundation Inc
EIN
83-1161491
Phone
7879634428
Address
1707 POST OAK BLVD 295, Houston, TX 77056

Signing Officer

Name
Kerim Derhalli
Title
CEO
Phone
4478796344
Signed
2026-03-27
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

Part I, line 16

| Other Expenses:, Amount:| During 2025 the Foundation engaged Invstr Holdings Ltd a related organization to develop a prototype digital financial education platform. The engagement was conducted on an arms length basis and directly supports the Foundations charitable mission., $75000.00|

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| During 2025 the Foundation engaged Invstr Holdings Ltd a related organization to develop a prototype digital financial education platform. The engagement was conducted on an arms length basis and directly supports the Foundations charitable mission., $75000.00|
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ReturnHeader/Filer/EIN0831161491
ReturnHeader/Filer/PhoneNum07879634428
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