INVESTED (EIN 237189670) - Form 990 Financial Analysis & Trantor Score

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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

1963

Legal Domicile

Principal Officer

JOHN MULLIN

Phone

2063521199

Tax Period

2024-07-01 to 2025-06-30

INVESTED, founded in 1963, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.8M in total revenue in fiscal year 2024. Revenue surged 168% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 61% operating margin.

Mission

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

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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 (2024)

Revenue Breakdown

Contributions & Grants $916,470

Program Service Revenue $0

Investment Income $1,948,949

Other Revenue $-20,733

TOTAL REVENUE $2,844,686

Expense Breakdown

Grants Paid $433,078

Salaries & Benefits $247,698

Fundraising Expenses $78,289

Program Expenses $620,825

Other Expenses $398,927

TOTAL EXPENSES $1,099,703

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,844,686	$1,063,238	+1.7%
Expenses	$1,099,703	$1,731,244	-0.4%
Net Income	$1,744,983	$-668,006	-3.6%

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

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID HARTNESS	OPERATIONS & PROGRAM DIRECTOR	40.00	Highest	$108,243	$15,236	$123,479
JOHN MULLIN	INTERIM EXECUTIVE DIRECTOR	24.00	Officer	$0	$0	$0
JAMES IVERS	PRESIDENT	1.00	Officer Director	$0	$0	$0
REBECCA WILSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
REGGIE WOODS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRITTNEY DENNING	SECRETARY	1.00	Officer Director	$0	$0	$0
CORY PLAGER	TREASURER	1.00	Officer Director	$0	$0	$0
TANYA LAWLESS	BOARD MEMBER	1.00	Director	$0	$0	$0
VIC ROBERTS	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA SECAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DR GENE SEMENTI	BOARD MEMBER	1.00	Director	$0	$0	$0
ELISA YUEN	BOARD MEMBER	1.00	Director	$0	$0	$0
GREGORY GENTILINI	BOARD MEMBER (UNTIL 01/2025)	1.00	Director	$0	$0	$0
LINDA CHAVEZ LOWRY	BOARD MEMBER (UNTIL 04/2025)	1.00	Director	$0	$0	$0
DR MICHELLE PRICE	BOARD MEMBER (UNTIL 10/2024)	1.00	Director	$0	$0	$0
SABRINA TAYLOR	BOARD MEMBER (UNTIL 04/2025)	1.00	Director	$0	$0	$0

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
2025	$2,844,686	$1,099,703	$8,863,182	$1,744,983
2024	$1,063,238	$1,731,244	$8,168,259	$-668,006
2023	$1,193,679	$1,804,777	$8,622,593	$-611,098
2022	$1,260,215	$1,663,908	$8,513,458	$-403,693
2021	$5,096,103	$5,148,850	$10,800,874	$-52,747
2020	$1,893,581	$2,563,741	$9,331,013	$-670,160
2019	$994,846	$1,475,368	$9,804,938	$-480,522
2018	$1,637,488	$1,345,730	$9,990,833	$291,758

INVESTED