2025-08-20T18:23:35-05:00 2025-06-30 911056739 VINE DAHLEN PLLC 3500 188TH STREET SW STE 322 LYNNWOOD WA 98037 990 2024-07-01 237189670 INVESTED INVE 2063521199 606 OAKESDALE AVE SW STE C202 RENTON WA 98057 JOHN MULLIN INTERIM EXECUTIVE DIRECTOR 2063521199 2025-08-20 1 0 LORI L SCOTT CPA P01452038 4257716055 2025-08-18 2024 2025-03-06 01:10:19Z JOHN MULLIN 606 OAKESDALE AVE SW STE C202 RENTON WA 98057 6540851 0 X WWW.INVESTED.ORG X 1963 WA ASSISTS SECONDARY STUDENTS IN WASHINGTON TO IMPROVE ATTENDANCE, ENGAGEMENT, AND GRADUATION RATES. 10 10 7 14 0 0 599884 916470 0 0 463354 1948949 0 -20733 1063238 2844686 455437 433078 0 0 870634 247698 0 20000 78289 405173 398927 1731244 1099703 -668006 1744983 8168259 8863182 272708 226650 7895551 8636532 INVESTED PROVIDES IMMEDIATE HELP FOR SECONDARY STUDENTS IN WASHINGTON TO IMPROVE THEIR ATTENDANCE, ENGAGEMENT, AND GRADUATION RATES. 0 0 433078 295222 EACH YEAR, THE ORGANIZATION PROVIDES PROGRAM FUNDING DIRECTLY TO SECONDARY SCHOOLS TO MAKE FUNDS AVAILABLE FOR IMMEDIATE USE WITH MINIMAL BUREAUCRACY. WITH INPUT FROM THOSE WHO ARE CLOSEST TO THE STUDENTS - THEIR TEACHERS, COUNSELORS OR COACHES - THE SCHOOL'S LOCAL TEAM FUNDS ITEMS THAT SPECIFIC STUDENTS NEED, BUT CANNOT AFFORD, ALLOWING THEM TO PARTICIPATE FULLY IN SCHOOL. SPECIFIC NEEDS INCLUDE ACTIVITY FEES, MUSICAL INSTRUMENT RENTAL, UNIFORMS OR CLOTHING, OR TEST FEES. INITIAL FUNDING FOR THE YEAR WAS $295,222. 187747 137856 THE ORGANIZATION HAS STUDENT EQUITY THROUGH EVERY DONATION PROGRAM TO ALLOW DONORS TO DESIGNATE FUNDS TO BE USED AT SPECIFIC SCHOOLS. THE ORGANIZATION PROVIDED $59,656 IN STUDENT EQUITY THROUGH EVERY DONATION FUNDS DURING THE YEAR. INVESTED PARTNERED WITH THE CITY OF SEATTLE TO DISTRIBUTE FAMILY RESOURCE FUNDS TO DESIGNATED SCHOOLS IN SEATTLE. INVESTED SENT $80,220. 620825 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WA X THE ORGANIZATION 2063521122 606 OAKSDALE AVENUE SW C202 RENTON WA 98057 DAVID HARTNESS OPERATIONS & PROGRAM DIRECTOR 40.00 X 108243 0 15236 JOHN MULLIN INTERIM EXECUTIVE DIRECTOR 24.00 X 0 0 0 JAMES IVERS PRESIDENT 1.00 X X 0 0 0 REBECCA WILSON VICE PRESIDENT 1.00 X X 0 0 0 REGGIE WOODS VICE PRESIDENT 1.00 X X 0 0 0 BRITTNEY DENNING SECRETARY 1.00 X X 0 0 0 CORY PLAGER TREASURER 1.00 X X 0 0 0 TANYA LAWLESS BOARD MEMBER 1.00 X 0 0 0 VIC ROBERTS BOARD MEMBER 1.00 X 0 0 0 JESSICA SECAN BOARD MEMBER 1.00 X 0 0 0 DR GENE SEMENTI BOARD MEMBER 1.00 X 0 0 0 ELISA YUEN BOARD MEMBER 1.00 X 0 0 0 GREGORY GENTILINI BOARD MEMBER (UNTIL 01/2025) 1.00 X 0 0 0 LINDA CHAVEZ LOWRY BOARD MEMBER (UNTIL 04/2025) 1.00 X 0 0 0 DR MICHELLE PRICE BOARD MEMBER (UNTIL 10/2024) 1.00 X 0 0 0 SABRINA TAYLOR BOARD MEMBER (UNTIL 04/2025) 1.00 X 0 0 0 108243 0 15236 1 0 0 0 0 2181 57223 449547 407519 2365 916470 223303 223303 5374167 3648521 1725646 1725646 1725646 26911 57223 47644 -20733 -20733 2844686 0 0 1928216 X 433078 433078 204560 111760 64246 28554 6137 3353 2784 16503 11851 4652 20498 11163 5984 3351 638 638 46375 46375 20000 20000 30000 30000 140745 140745 4841 386 3231 1224 9057 3561 2976 2520 56158 45663 9537 958 87650 87650 353 353 417 417 4889 4889 FUNDRAISING ACTIVITIES 13893 13893 MISCELLANEOUS EXPENSE 3911 10 3901 1099703 620825 400589 78289 108854 266844 20557 21850 187746 173230 16349 16349 0 0 7645146 8244092 205956 157166 8168259 8863182 56594 57915 216114 168735 272708 226650 X 7693121 8434102 202430 202430 7895551 8636532 8168259 8863182 1744983 -1004002 0 X 0 0 0 X 4458288 775423 953863 599884 916470 7703928 4458288 775423 953863 599884 916470 7703928 206046 7497882 169770 174749 190192 249415 223303 1007429 8711357 0.86070 0.84910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16349 16349 0 0 OPERATING LEASE LIABILITY 165858 FINANCING LEASE LIABILITY 2877 168735 X X 1 SHAMRA CLARK CONSULTING 20612 86TH PLACE W EDMONDS WA 98026 FUNDRAISING CONSULTING 0 0 20000 -20000 20000 -20000 WA SEATTLE EVENT 69571 42660 26911 471 5365 9500 10419 7504 12921 SPOKANE EVENT 14563 14563 1292 172 84134 57223 26911 471 5365 9500 11711 7504 13093 47644 -20733 1 RAINIER BEACH HIGH SCHOOL 8815 SEWARD PARK AVE S SEATTLE WA 98118 GOVERNMENT 40820 0 IMMEDIATE ASSISTANCE TO STUDENTS GARFIELD HIGH SCHOOL 400 23RD AVE SEATTLE WA 98122 GOVERNMENT 11140 0 IMMEDIATE ASSISTANCE TO STUDENTS INTERAGENCY ACADEMY 3528 S FERDINAND ST SEATTLE WA 98118 GOVERNMENT 10540 0 IMMEDIATE ASSISTANCE TO STUDENTS AKI KUROSE MIDDLE SCHOOL 3928 S GRAHAM ST SEATTLE WA 98118 GOVERNMENT 10520 0 IMMEDIATE ASSISTANCE TO STUDENTS FRANKLIN HIGH SCHOOL 3013 S MT BAKER BLVD SEATTLE WA 98144 GOVERNMENT 10510 0 IMMEDIATE ASSISTANCE TO STUDENTS WASHINGTON MIDDLE SCHOOL - SEATTLE 2101 S JACKSON ST SEATTLE WA 98144 GOVERNMENT 10220 0 IMMEDIATE ASSISTANCE TO STUDENTS MCKNIGHT MIDDLE SCHOOL 1200 EDMONDS AVE NE RENTON WA 98056 GOVERNMENT 7500 0 IMMEDIATE ASSISTANCE TO STUDENTS KAMIAKIN MIDDLE SCHOOL 14111 132ND AVE NE KIRKLAND WA 98034 GOVERNMENT 5638 0 IMMEDIATE ASSISTANCE TO STUDENTS 8 PART I, LINE 2: INVESTED PROVIDES A SECURE CLOUD BASED SYSTEM WHERE SCHOOLS TRACK ALL MATTERS RELEVANT TO THE INVESTED PROGRAM, BOTH REVENUES AND DISBURSEMENTS, ALL OF WHICH MUST BE DONE IN ACCORDANCE WITH WRITTEN PROGRAM GUIDELINES. ALL SCHOOLS MUST COMPLETE A YEAR END REPORT THAT DETAILS ALL DISBURSEMENTS MADE THROUGHOUT THE YEAR. THEY ALSO COMPLETE A YEAR END SURVEY TO PROVIDE QUALITATIVE AND QUANTITATIVE INFORMATION ABOUT THE EFFECT OF THE INVESTED PROGRAM ON HELPING INDIVIDUAL STUDENTS TO STAY ENGAGED AND IN SCHOOL. EACH SCHOOL IS ASKED TO PROVIDE A STORY ABOUT THE EFFECT OF THE INVESTED PROGRAM ON A SPECIFIC STUDENT. SCHOOLS WILL NOT BE FUNDED IN THE FOLLOWING YEAR UNLESS THE REPORTS A COMPLETED TIMELY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD PRIOR TO SUBMISSION WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO OFFICERS, DIRECTORS AND COMMITTEE MEMBERS. THE POLICY IS MONITORED BY THE BOARD AND COMMITTEE MEMEBERS. BOARD MEMBERS MUST RECUSE THEMSELVES FROM VOTING ON ISSUES WHERE THEY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A A COMMITTEE OF THREE BOARD MEMBERS CONDUCTED THE REVIEW OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR COMPLETED A SELF-EVALUATION WHICH WAS USED BY THE COMMITTEE TO EVALUATE THEIR PERFORMANCE. THE RESULTS OF THE EVALUATION WERE REPORTED TO THE BOARD AND MINUTES OF THE MEETING WERE KEPT. THE LAST COMPENSATION REVIEW WAS COMPLETED AT THE END OF THE 2023 FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL CONTRACTORS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 140,745. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 140,745.