EIN 13-3315296

Project Invest

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
1986
Most recent tax filings
2023-08-01
Description
Project Invest educates and prepares diverse new talent to enter the insurance industry. The program develops a pool of informed consumers and insurance professionals by educating high school and college students on careers in insurance, financial services, and risk management. It encourages them to pursue careers in the industry. Invest utilizes an online curriculum and teams up with volunteers from the insurance industry to provide firsthand instruction. The program functions as a grassroots initiative.
Total revenues
$386,078
2023
Total expenses
$398,080
2023
Total assets
$611,504
2023
Num. employees
0
2023

Program areas at Project Invest

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.

Who funds Project Invest

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Independent Insurance Agents and Brokers of America (IIABA)Operational Support$25,000
The Westfield Insurance FoundationIndustry Support$20,000
AmazonSmile FoundationGeneral Support$5

Personnel at Project Invest

NameTitleCompensation
Eugene S CockeChief Financial Officer and Treasurer$0
Deborah PickfordPresident and Executive Director$0
Juan PadronChair$0
Lindsey ShankChair / Board Member$0
Madelyn FlanaganSecretary$0
...and 1 more key personnel

Financials for Project Invest

RevenuesFYE 08/2023
Total grants, contributions, etc.$381,886
Program services$0
Investment income and dividends$4,192
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$386,078

Form 990s for Project Invest

Fiscal year endingDate received by IRSFormPDF link
2023-082024-07-15990View PDF
2022-082023-07-17990View PDF
2021-082022-07-15990View PDF
2020-082021-06-29990View PDF
2019-082020-12-23990View PDF
...and 9 more Form 990s

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Data update history
December 31, 2023
Received grants
Identified 1 new grant, including a grant for $20,000 from The Westfield Insurance Foundation
August 26, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 24, 2023
Updated personnel
Identified 4 new personnel
August 21, 2023
Received grants
Identified 2 new grant, including a grant for $25,000 from Independent Insurance Agents and Brokers of America (IIABA)
August 20, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
SchoolsCharities
Issues
Social sciencesEducation
Characteristics
Conducts researchCommunity engagement / volunteeringProvides scholarshipsAuction fundraisersTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
127 S Peyton St
Alexandria, VA 22314
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
County
Alexandria city, VA
Website URL
investprogram.org/ 
Phone
(703) 683-4422
IRS details
EIN
13-3315296
Fiscal year end
August
Taxreturn type
Form 990
Year formed
1986
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B30: Vocational, Technical Schools
NAICS code, primary
6116: Other Schools and Instruction
Parent/child status
Independent
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