PROJECT INVEST

EIN: 133315296 501(c)(3) Social Science

ALEXANDRIA, VA

Total Revenue
$360,770
Total Expenses
$491,998
Total Assets
$442,887
Net Assets
$361,904
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
NY
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 $449K in total revenue in fiscal year 2017.

Mission

OUR MISSION IS TO EDUCATE, PREPARE AND ATTRACT DIVERSE NEW TALENT TO THE INSURANCE INDUSTRY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

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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

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Liquidity & Cash Position

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Governance

Voting Members
28
Independent Members
28
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
3
$157,109
Total Directors
27
$0
Key Employees
0
$0
Highest Compensated
0
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
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