INDIANA SECONDARY MARKET FOR EDUCATION LOANS INC

EIN: 310995844 501(c)(3) Public & Societal Benefit

INDIANAPOLIS, IN

Total Revenue
$16,015,983
Total Expenses
$13,040,212
Total Assets
$251,203,412
Net Assets
$179,910,916
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1980
Legal Domicile
IN
Principal Officer
JOSEPH V WOOD
Phone
3177159000
Tax Period
2024-07-01 to 2025-06-30

INDIANA SECONDARY MARKET FOR EDUCATION LOANS INC, founded in 1980, is a mid-sized nonprofit in the Public & Societal Benefit sector that reported $16.0M in total revenue in fiscal year 2024. The organization ran a surplus of $3.0M, a strong 19% operating margin.

Mission

FOR OVER 40 YEARS, INDIANA SECONDARY MARKET FOR EDUCATION LOANS, INC. (D/B/A "INVESTED") HAS PROVIDED INDIANA STUDENTS AND FAMILIES CRITICAL RESOURCES AND ADVISING SERVICES TO PLAN AND FINANCE EDUCATION AFTER HIGH SCHOOL. AS INDIANA'S ONLY STATE-BASED, NONPROFIT STUDENT-LOAN-MAKING AND FINANCIAL-LITERACY ORGANIZATION, INVESTED PLAYS A CRUCIAL ROLE SERVING ALL INDIANA STUDENTS AND FAMILIES BEFORE, DURING, AND AFTER THEIR POST-SECONDARY STUDIES TO MAKE POST-SECONDARY EDUCATIONAL ATTAINMENT AFFORDABLE. INVESTED PROVIDES STUDENTS AND FAMILIES VARIOUS SERVICES THROUGH ITS STUDENT LOAN PROGRAM AND ITS FINANCIAL AID LITERACY AND ADVISING PROGRAMS, ALL AT NO COST TO STUDENTS, THEIR FAMILIES, OR INDIANA TAXPAYERS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $7,882,623
Investment Income $8,133,360
Other Revenue $0
TOTAL REVENUE $16,015,983

Expense Breakdown

Grants Paid $479,000
Salaries & Benefits $2,759,324
Fundraising Expenses $0
Program Expenses $9,778,031
Other Expenses $9,801,888
TOTAL EXPENSES $13,040,212

Year-over-Year Comparison

2024 2023 Change
Revenue $16,015,983 $16,573,697 0.0%
Expenses $13,040,212 $17,955,703 -0.3%
Net Income $2,975,771 $-1,382,006 -3.2%
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

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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
17
Volunteers
N/A

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
6
$844,284
Total Directors
9
$23,716
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DOUG BROWN BOARD MEMBER 1.00
Director
$1,960 $0 $1,960
CAROL D'AMICO SECRETARY 1.00
Officer Director
$3,136 $0 $3,136
TOM GUEVARA BOARD MEMBER 1.00
Director
$1,764 $0 $1,764
MATTHEW MURPHY TREASURER 1.00
Officer Director
$3,332 $0 $3,332
FRED PAYNE VICE CHAIRPERSON 1.00
Officer Director
$1,372 $0 $1,372
CHARLES E SCHALLIOL CHAIRPERSON 2.00
Officer Director
$7,448 $0 $7,448
JIM SNYDER BOARD MEMBER 1.00
Director
$1,764 $0 $1,764
BETSY WILEY BOARD MEMBER 1.00
Director
$1,568 $0 $1,568
MARSHAWN WOLLEY BOARD MEMBER 1.00
Director
$1,372 $0 $1,372
LINAE DEVAISHER CFO & VP 40.00
Officer
$300,751 $21,546 $322,297
JOSEPH WOOD CEO & PRESIDENT 40.00
Officer
$469,900 $36,799 $506,699
PATRICK JASON MCGREW VP OF EXTERNAL MANAGEMENT 40.00
Highest
$200,885 $36,427 $237,312
CYNTHIA STONEROCK SENIOR FINANCIAL ANALYST 40.00
Highest
$121,625 $31,977 $153,602
WILLIAM WOZNIAK VP OF MARKETING 40.00
Highest
$222,588 $35,668 $258,256
MATTHEW KRIEG LENDING, BUS. DEV. MNGR. 40.00
Highest
$109,160 $30,489 $139,649
SUSAN MAYBERRY ADV. & OUTREACH MNGR. 40.00
Highest
$109,046 $30,496 $139,542
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 $16,015,983 $13,040,212 $251,203,412 $2,975,771
2024 $16,573,697 $17,955,703 $241,352,522 $-1,382,006
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