Civic Intelligence

Invstr Foundation Inc

990EZ • Fiscal year 2025 • EIN 83-1161491

Jan 01, 2025 to Dec 31, 2025 • Filed on Mar 27, 2026

Organization ProfileINVSTRFOUNDATION.ORG
1707 Post Oak Blvd 295Houston, TX 77056

(787) 963-4428

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

66th percentile

21%

Higher net margin than 66% of similar nonprofits.

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

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2025 filings • 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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$33,001

No earlier filing loaded for comparison.

Net Assets

$33,001

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin66th percentile

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.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

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

Highlighted filing

2025

Assets$33,001
Liabilities-
Net Assets$33,001
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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
Open 2025 Filing
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
Top Officer Pay80th percentile

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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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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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|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Kerim Derhalli
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04478796344
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Invstr Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0INVS
ReturnHeader/Filer/EIN0831161491
ReturnHeader/Filer/PhoneNum07879634428
ReturnHeader/Filer/USAddress/AddressLine1Txt01707 POST OAK BLVD 295
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077056
ReturnHeader/ReturnTs02026-03-26T11:40:20-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,001
Liabilities
-
Net assets
$33,001
Revenue
$156,001
Expenses
$123,000
Net income
$33,001
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