Skip to content
Nonprofiteer
← INVESTED

Form 990 for tax year 2024

Filed by INVESTED.

Totals

Total revenue
$2,844,686
Total expenses
$1,099,703
Contributions and grants received
$916,470
Grants paid
$433,078
Program service revenue
$0
Investment income
$1,948,949
Other revenue
-$20,733
Total assets, end of year
$8,863,182
Total liabilities, end of year
$226,650
Net assets or fund balances, end of year
$8,636,532
Program services expenses (Part IX)
$620,825
Management and general expenses
$400,589
Fundraising expenses
$78,289
Program service expenses (Part III)
$620,825

Program services were 56.5% 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.

  • 1a · Federated campaigns

    $2,181

  • 1c · Fundraising events

    $57,223

  • 1e · Government grants (contributions)

    $449,547

  • 1f · All other contributions, gifts and grants

    $407,519

  • 1g · Noncash contributions included above

    $2,365

  • 3 · Investment income

    total $223,303 · excluded $223,303

  • 7a · Gross sales of assets other than inventory

    securities $5,374,167

  • 7b · Less cost or other basis and sales expenses

    securities $3,648,521

  • 7c · Gain or loss

    securities $1,725,646

  • 7d · Net gain or loss

    total $1,725,646 · excluded $1,725,646

  • 8a · Fundraising events: gross income

    $26,911

  • 8a · Fundraising events: contributions included on line 1c

    $57,223

  • 8b · Fundraising events: direct expenses

    $47,644

  • 8c · Net income from fundraising events

    total -$20,733 · excluded -$20,733

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $433,078 · program services $433,078

  • 7 · Other salaries and wages

    total $204,560 · program services $111,760 · management and general $64,246 · fundraising $28,554

  • 8 · Pension plan contributions

    total $6,137 · program services $3,353 · fundraising $2,784

  • 9 · Other employee benefits

    total $16,503 · program services $11,851 · fundraising $4,652

  • 10 · Payroll taxes

    total $20,498 · program services $11,163 · management and general $5,984 · fundraising $3,351

  • 11b · Fees: legal

    total $638 · management and general $638

  • 11c · Fees: accounting

    total $46,375 · management and general $46,375

  • 11e · Fees: professional fundraising services

    total $20,000 · fundraising $20,000

  • 11f · Fees: investment management

    total $30,000 · management and general $30,000

  • 11g · Fees: other

    total $140,745 · management and general $140,745

  • 12 · Advertising and promotion

    total $4,841 · program services $386 · management and general $3,231 · fundraising $1,224

  • 13 · Office expenses

    total $9,057 · program services $3,561 · management and general $2,976 · fundraising $2,520

  • 14 · Information technology

    total $56,158 · program services $45,663 · management and general $9,537 · fundraising $958

  • 16 · Occupancy

    total $87,650 · management and general $87,650

  • 17 · Travel

    total $353 · fundraising $353

  • 19 · Conferences, conventions and meetings

    total $417 · management and general $417

  • 23 · Insurance

    total $4,889 · management and general $4,889

  • 24a · Other expenses: FUNDRAISING ACTIVITIES

    total $13,893 · fundraising $13,893

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $3,911 · program services $10 · management and general $3,901

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $108,854 · end of year $266,844

  • 3 · Pledges and grants receivable

    beginning of year $20,557 · end of year $21,850

  • 9 · Prepaid expenses and deferred charges

    beginning of year $187,746 · end of year $173,230

  • 10a · Land, buildings and equipment: cost or other basis

    $16,349

  • 10b · Land, buildings and equipment: accumulated depreciation

    $16,349

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $7,645,146 · end of year $8,244,092

  • 15 · Other assets

    beginning of year $205,956 · end of year $157,166

  • 17 · Accounts payable and accrued expenses

    beginning of year $56,594 · end of year $57,915

  • 25 · Other liabilities

    beginning of year $216,114 · end of year $168,735

  • 27 · Net assets without donor restrictions

    beginning of year $7,693,121 · end of year $8,434,102

  • 28 · Net assets with donor restrictions

    beginning of year $202,430 · end of year $202,430

Mission and programs · 2024

Mission

INVESTED PROVIDES IMMEDIATE HELP FOR SECONDARY STUDENTS IN WASHINGTON TO IMPROVE THEIR ATTENDANCE, ENGAGEMENT, AND GRADUATION RATES.

Activities or mission (Part I)

ASSISTS SECONDARY STUDENTS IN WASHINGTON TO IMPROVE ATTENDANCE, ENGAGEMENT, AND GRADUATION RATES.

  • EACH YEAR, THE ORGANIZATION PROVIDES PROGRAM FUNDING DIRECTLY TO SECONDARY SCHOOLS TO MAKE FUNDS AVAILABLE FOR IMMEDIATE USE WITH MINIMAL BUREAUCRACY. WITH INPUT FROM THOSE WHO ARE CLOSEST TO THE STUDENTS - THEIR TEACHERS, COUNSELORS OR COACHES - THE SCHOOL'S LOCAL TEAM FUNDS ITEMS THAT SPECIFIC STUDENTS NEED, BUT CANNOT AFFORD, ALLOWING THEM TO PARTICIPATE FULLY IN SCHOOL. SPECIFIC NEEDS INCLUDE ACTIVITY FEES, MUSICAL INSTRUMENT RENTAL, UNIFORMS OR CLOTHING, OR TEST FEES. INITIAL FUNDING FOR THE YEAR WAS $295,222.

    Expenses $433,078 · Grants $295,222

  • THE ORGANIZATION HAS STUDENT EQUITY THROUGH EVERY DONATION PROGRAM TO ALLOW DONORS TO DESIGNATE FUNDS TO BE USED AT SPECIFIC SCHOOLS. THE ORGANIZATION PROVIDED $59,656 IN STUDENT EQUITY THROUGH EVERY DONATION FUNDS DURING THE YEAR. INVESTED PARTNERED WITH THE CITY OF SEATTLE TO DISTRIBUTE FAMILY RESOURCE FUNDS TO DESIGNATED SCHOOLS IN SEATTLE. INVESTED SENT $80,220.

    Expenses $187,747 · Grants $137,856

As filed on the 2024 return.

Listed in Part VII

  • David Hartness

    OPERATIONS & PROGRAM DIRECTOR

    Total calculated
    $123,479
    From this org
    $108,243
    From related orgs
    $0
    Other
    $15,236
    Hours/week
    40
  • John Mullin

    INTERIM EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    24
  • James Ivers

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Rebecca Wilson

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Reggie Woods

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Brittney Denning

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Cory Plager

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Tanya Lawless

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Vic Roberts

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jessica Secan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Dr Gene Sementi

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Elisa Yuen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Gregory Gentilini

    BOARD MEMBER (UNTIL 01/2025)

    Total calculated
    $0
    Hours/week
    1
  • Linda Chavez Lowry

    BOARD MEMBER (UNTIL 04/2025)

    Total calculated
    $0
    Hours/week
    1
  • Dr Michelle Price

    BOARD MEMBER (UNTIL 10/2024)

    Total calculated
    $0
    Hours/week
    1
  • Sabrina Taylor

    BOARD MEMBER (UNTIL 04/2025)

    Total calculated
    $0
    Hours/week
    1

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.

Grants on this return

  • RAINIER BEACH HIGH SCHOOL

    $40,820

    IMMEDIATE ASSISTANCE TO STUDENTS

  • GARFIELD HIGH SCHOOL

    $11,140

    IMMEDIATE ASSISTANCE TO STUDENTS

  • INTERAGENCY ACADEMY

    $10,540

    IMMEDIATE ASSISTANCE TO STUDENTS

  • AKI KUROSE MIDDLE SCHOOL

    $10,520

    IMMEDIATE ASSISTANCE TO STUDENTS

  • FRANKLIN HIGH SCHOOL

    $10,510

    IMMEDIATE ASSISTANCE TO STUDENTS

  • WASHINGTON MIDDLE SCHOOL - SEATTLE

    $10,220

    IMMEDIATE ASSISTANCE TO STUDENTS

  • MCKNIGHT MIDDLE SCHOOL

    $7,500

    IMMEDIATE ASSISTANCE TO STUDENTS

  • KAMIAKIN MIDDLE SCHOOL

    $5,638

    IMMEDIATE ASSISTANCE TO STUDENTS

Provenance

Return type
form_990
Tax year
2024
Filed
20 August 2025
IRS schema version
2024v5.2
Source object
202502329349301735

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.