PROJECT INVEST

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

CHARLES E SYMINGTON JR

Phone

7036834422

Tax Period

2023-09-01 to 2024-08-31

PROJECT INVEST, founded in 1986, is a small nonprofit in the Social Science sector that reported $361K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $492K exceeded revenue, resulting in a 36% operating deficit.

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.

Program Service Accomplishments

Program 1

Expenses: $347,926

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $353,114

Program Service Revenue $0

Investment Income $7,656

Other Revenue $0

TOTAL REVENUE $360,770

Expense Breakdown

Grants Paid $22,500

Salaries & Benefits $326,569

Fundraising Expenses $72,036

Program Expenses $347,926

Other Expenses $142,929

TOTAL EXPENSES $491,998

Year-over-Year Comparison

	2023	2022	Change
Revenue	$360,770	$386,078	-0.1%
Expenses	$491,998	$398,080	+0.2%
Net Income	$-131,228	$-12,002	+9.9%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

300

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$157,109

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS GLASS	BOARD MEMBER	2.00	Director	$0	$0	$0
DANIEL HOLST	STATE EXECUTIVE LIAISON	2.00	Director	$0	$0	$0
DARCY WADDELL	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID MARLETT	BOARD MEMBER	2.00	Director	$0	$0	$0
DIANE WAGNER	BOARD MEMBER	2.00	Director	$0	$0	$0
DORI KING	BOARD MEMBER	2.00	Director	$0	$0	$0
DOUG MOHR	BOARD MEMBER	2.00	Director	$0	$0	$0
HASSAN CHARLES	BOARD MEMBER	2.00	Director	$0	$0	$0
JAY RHOADS	BOARD MEMBER	2.00	Director	$0	$0	$0
JEFF OGARD	BOARD MEMBER	2.00	Director	$0	$0	$0
JILL RAFFERTY	BOARD MEMBER	2.00	Director	$0	$0	$0
JUAN PADRON	CHAIR	2.00	Officer Director	$0	$0	$0
JULIENNE RUPP	BOARD MEMBER	2.00	Director	$0	$0	$0
KATHY CONLEY-JONES	BOARD MEMBER	2.00	Director	$0	$0	$0
LORI REED	BOARD MEMBER	2.00	Director	$0	$0	$0
LOU MORAN	EXECUTIVE COMMITTEE LIAISON	2.00	Director	$0	$0	$0
LUKE HORTON	BOARD MEMBER	2.00	Director	$0	$0	$0
NANCY NICKLOW	BOARD MEMBER	2.00	Director	$0	$0	$0
NATALIE ALI	BOARD MEMBER	2.00	Director	$0	$0	$0
NEIL LENANE	BOARD MEMBER	2.00	Director	$0	$0	$0
NICOLE RIEGL	BOARD MEMBER	2.00	Director	$0	$0	$0
PETER VAN AARTRIJK	BOARD MEMBER	2.00	Director	$0	$0	$0
ROB TOWNLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBERT REDDON	BOARD MEMBER	2.00	Director	$0	$0	$0
SUE NEPRAS	BOARD MEMBER	2.00	Director	$0	$0	$0
TAMRA JOHNSON	BOARD MEMBER	2.00	Director	$0	$0	$0
TAMMY HESSBERGER	BOARD MEMBER	2.00	Director	$0	$0	$0
EUGENE S COCKE	TREASURER	1.00	Officer	$0	$0	$0
WHITENEE DILLARD	EXECUTIVE DIRECTOR	40.00	Officer	$128,068	$17,905	$157,109

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$360,770	$491,998	$442,887	$-131,228
2023	$386,078	$398,080	$611,504	$-12,002
2022	$389,059	$346,294	$649,712	$42,765
2021	$522,186	$385,108	$643,258	$137,078
2020	$333,349	$453,258	$479,027	$-119,909
2019	$440,541	$522,804	$474,322	$-82,263
2018	$449,467	$485,166	$575,760	$-35,699