PROJECT INVEST

As filed

Subsection

03

NTEE code

V22Z

Classification

1000

Street

127 SOUTH PEYTON ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

2 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• IIAA EDUCATION FOUNDATION

  EIN 51-0152307

• TRUSTED CHOICE INC

  EIN 54-2052195

Mission and programs · 2024

• 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 $302,922 · Grants $16,669

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

The first 25 listed. 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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $311,695

  Expenses

  $447,911

  Contributions

  $305,740

  Grants paid

  $16,669

• 2023

  Revenue

  $360,770

  Expenses

  $491,998

  Contributions

  $353,114

  Grants paid

  $22,500

• 2022

  Revenue

  $386,078

  Expenses

  $398,080

  Contributions

  $381,886

  Grants paid

  $14,500

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $389,059

  Expenses

  $346,294

  Assets (EOY)

  $649,712

• 2020 · 990

  Revenue

  $522,186

  Expenses

  $385,108

  Assets (EOY)

  $643,258

• 2019 · 990

  Revenue

  $333,349

  Expenses

  $453,258

  Assets (EOY)

  $479,027

• 2018 · 990

  Revenue

  $440,541

  Expenses

  $522,804

  Assets (EOY)

  $474,322

• 2017 · 990

  Revenue

  $449,467

  Expenses

  $485,166

  Assets (EOY)

  $575,760

• 2017 · 990

  Revenue

  $449,467

  Expenses

  $485,166

  Assets (EOY)

  $575,760

• 2016 · 990

  Revenue

  $461,197

  Expenses

  $418,002

  Assets (EOY)

  $601,800

• 2015 · 990

  Revenue

  $451,851

  Expenses

  $399,266

  Assets (EOY)

  $528,250

• 2014 · 990

  Revenue

  $418,528

  Expenses

  $414,509

  Assets (EOY)

  $503,502

• 2013 · 990

  Revenue

  $412,674

  Expenses

  $385,430

  Assets (EOY)

  $492,001

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INC

  $25,000

  2023 · OPERATIONAL SUPPORT

• INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INC

  $25,000

  2022 · OPERATIONAL SUPPORT

• SPENCER EDUCATIONAL FOUNDATION INC

  $21,500

  2025 · GENERAL GRANT

• AMERICAN ONLINE GIVING FOUNDATION INC

  $14,750

  2023 · GENERAL SUPPORT

• AMERICAN ONLINE GIVING FOUNDATION INC

  $14,625

  2024 · GENERAL SUPPORT

• AMERICAN ONLINE GIVING FOUNDATION INC

  $0

  2025 · GENERAL SUPPORT

Other IRS files