Totals
- Total revenue
- $360,770
- Total expenses
- $491,998
- Contributions and grants received
- $353,114
- Grants paid
- $22,500
- Program service revenue
- $0
- Investment income
- $7,656
- Other revenue
- $0
- Total assets, end of year
- $442,887
- Total liabilities, end of year
- $80,983
- Net assets or fund balances, end of year
- $361,904
- Program services expenses (Part IX)
- $347,926
- Management and general expenses
- $72,036
- Fundraising expenses
- $72,036
- Program service expenses (Part III)
- $347,926
Program services were 70.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$25,000
-
1f · All other contributions, gifts and grants
$328,114
-
1g · Noncash contributions included above
$814
-
3 · Investment income
total $7,656 · excluded $7,656
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $22,500 · program services $22,500
-
5 · Compensation of officers, directors and key employees
total $147,688 · program services $102,882 · management and general $22,403 · fundraising $22,403
-
7 · Other salaries and wages
total $123,154 · program services $85,791 · management and general $18,682 · fundraising $18,681
-
8 · Pension plan contributions
total $3,776 · program services $2,630 · management and general $573 · fundraising $573
-
9 · Other employee benefits
total $32,518 · program services $22,653 · management and general $4,932 · fundraising $4,933
-
10 · Payroll taxes
total $19,433 · program services $13,537 · management and general $2,948 · fundraising $2,948
-
11b · Fees: legal
total $477 · program services $333 · management and general $72 · fundraising $72
-
11c · Fees: accounting
total $15,615 · program services $10,877 · management and general $2,369 · fundraising $2,369
-
11g · Fees: other
total $750 · program services $522 · management and general $114 · fundraising $114
-
12 · Advertising and promotion
total $4,359 · program services $3,449 · management and general $455 · fundraising $455
-
13 · Office expenses
total $10,664 · program services $3,744 · management and general $3,460 · fundraising $3,460
-
14 · Information technology
total $27,114 · program services $18,888 · management and general $4,113 · fundraising $4,113
-
16 · Occupancy
total $6,958 · program services $5,506 · management and general $726 · fundraising $726
-
17 · Travel
total $56,971 · program services $39,687 · management and general $8,642 · fundraising $8,642
-
19 · Conferences, conventions and meetings
total $7,747 · program services $5,397 · management and general $1,175 · fundraising $1,175
-
23 · Insurance
total $3,082 · program services $2,438 · management and general $322 · fundraising $322
-
24a · Other expenses: EQUIPMENT COST TRANSFER
total $7,299 · program services $5,775 · management and general $762 · fundraising $762
-
24b · Other expenses: TAXES & FEES
total $1,893 · program services $1,317 · management and general $288 · fundraising $288
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $597,304 · end of year $436,887
-
9 · Prepaid expenses and deferred charges
beginning of year $14,200 · end of year $6,000
-
17 · Accounts payable and accrued expenses
beginning of year $39,474 · end of year $28,400
-
25 · Other liabilities
beginning of year $78,898 · end of year $52,583
-
27 · Net assets without donor restrictions
beginning of year $479,482 · end of year $344,879
-
28 · Net assets with donor restrictions
beginning of year $13,650 · end of year $17,025
Mission and programs · 2023
Mission
INVEST DEVELOPS A DIVERSE POOL OF INSURANCE PROFESSIONALS AND INFORMED CONSUMERS BY EDUCATING HIGH SCHOOL AND COLLEGE STUDENTS ON CAREERS IN INSURANCE, FINANCIAL SERVICES AND RISK MANAGEMENT AND ENCOURAGES THEM TO PURSUE CAREERS IN THE INDUSTRY.
Activities or mission (Part I)
OUR MISSION IS TO EDUCATE, PREPARE AND ATTRACT DIVERSE NEW TALENT TO THE INSURANCE INDUSTRY.
-
INVEST IS A GRASSROOTS PROGRAM THAT TEAMS HIGH SCHOOL AND COLLEGE EDUCATORS WITH VOLUNTEERS FROM THE INSURANCE INDUSTRY TO PROVIDE INSURANCE INSTRUCTION USING ITS ONLINE AND PRINTED CURRICULUM. THE PROGRAM ENCOURAGES THE PURSUIT OF INSURANCE CAREERS BY EXPOSING STUDENTS TO CAREER PATHWAYS INCLUDING JOB SHADOWING, SCHOLARSHIPS, CAREER COACHING, AND INTERNSHIPS. INVEST HAS SERVED OVER 950 SCHOOLS NATIONWIDE AND CONTINUES TO GROW RAPIDLY ACROSS THE UNITED STATES IN HIGH SCHOOLS AND COMMUNITY COLLEGES. NEARLY 33% OF THE SCHOOLS OFFERING THE INVEST PROGRAM ARE IN MINORITY AND LOW INCOME COMMUNITIES. IN ADDITION, INVEST CONTINUES TO EXPAND ITS PROGRAMMING WITH WORKFORCE DEVELOPMENT GROUPS IN UNDERSERVED COMMUNITIES.
Expenses $347,926 · Grants $22,500
As filed on the 2023 return.
Listed in Part VII
-
CHRIS GLASS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
DANIEL HOLST
STATE EXECUTIVE LIAISON
- Total calculated
- $0
- Hours/week
- 2
-
DARCY WADDELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
DAVID MARLETT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
DIANE WAGNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
DORI KING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
DOUG MOHR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
HASSAN CHARLES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
JAY RHOADS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
JEFF OGARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
JILL RAFFERTY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
JUAN PADRON
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
JULIENNE RUPP
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
KATHY CONLEY-JONES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
LORI REED
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
LOU MORAN
EXECUTIVE COMMITTEE LIAISON
- Total calculated
- $0
- Hours/week
- 2
-
LUKE HORTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
NANCY NICKLOW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
NATALIE ALI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
NEIL LENANE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
NICOLE RIEGL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
PETER VAN AARTRIJK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
ROB TOWNLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
ROBERT REDDON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
SUE NEPRAS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
TAMRA JOHNSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
TAMMY HESSBERGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
EUGENE S COCKE
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
WHITENEE DILLARD
EXECUTIVE DIRECTOR
- Total calculated
- $157,109
- From this org
- $128,068
- From related orgs
- $11,136
- Other
- $17,905
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $128,068 + $11,136 related
- Bonus
- $0
- Other
- $0
- Deferred
- $6,492 + $565 related
- Nontaxable benefits
- $9,980 + $868 related
- Filer's total
- $144,540 + $12,569 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 July 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541969349301309
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