Nonprofit · EIN 13-3315296
PROJECT INVEST
Tax-exempt · ALEXANDRIA, VA 22314
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $311,695 | $447,911 | -$136,216 | $282,126 | $56,438 | $225,688 |
| August 31, 2024 | 990 | $360,770 | $491,998 | -$131,228 | $442,887 | $80,983 | $361,904 |
| August 31, 2023 | 990 | $386,078 | $398,080 | -$12,002 | $611,504 | $118,372 | $493,132 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $305,740
- Program service revenue
- $0
- Investment income
- $5,955
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $16,669
- Compensation of officers, directors and key employees
- $188,735
- Other salaries and wages
- $55,491
- Salaries, compensation and benefits (total)
- $287,484
- Professional fundraising fees
- $0
- Occupancy
- $5,613
- Travel
- $29,875
- Program services (functional)
- $302,922
- Management and general (functional)
- $78,966
- Fundraising (functional)
- $66,023
Balance sheet and other
- Total assets, start of year
- $442,887
- Total assets, end of year
- $282,126
- Total liabilities, end of year
- $56,438
- Net assets, end of year
- $225,688
- Net assets without donor restrictions
- $212,038
- Net assets with donor restrictions
- $13,650
- Gross receipts
- $311,695
- Employees
- 0
- Volunteers
- 300
- Year formed
- 1986
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EUGENE S COCKE | TREASURER Officer | 2 | $15,186 | $364,475 | $52,972 |
| KASEY CONNORS | SECRETARY Officer | 1 | $3,771 | $147,069 | $14,469 |
| WHITNEE DILLARD | EXECUTIVE DIRECTOR Officer | 40 | $143,614 | $0 | $18,832 |
| ADAM ZIEMBIEC | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| BRIAN CLINKSDALE | EXECUTIVE COMMITTEE LIAISON Trustee or director | 2 | $0 | $0 | $0 |
| CAROL CASTELLONI | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| CHRIS GLASS | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DANIEL HOLST | STATE EXECUTIVE LIAISON Trustee or director | 1 | $0 | $0 | $0 |
| DARCY WADDELL | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DAVID MARLETT | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DOUG MOHR | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| HAL SODEN JR | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| HALEY MEISNER | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JAY RHOADS | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JULIE PAUL | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHY CONLEY-JONES | BOARD MEMBER Trustee or director | 2 | $0 |
| KEVIN CLARY | BOARD MEMBER Trustee or director | 2 | $0 |
| NANCY NICKLOW | CHAIR Trustee or director | 2 | $0 |
| NICK ARNOLDY | BOARD MEMBER Trustee or director | 2 | $0 |
| NICOLE RIEGL | BOARD MEMBER Trustee or director | 2 | $0 |
| PETER VAN AARTRIJK | BOARD MEMBER Trustee or director | 2 | $0 |
| ROB TOWNLEY | BOARD MEMBER Trustee or director | 2 | $0 |
| ROBERT REDDON | BOARD MEMBER Trustee or director | 2 | $0 |
| SHELLEY ROGERS | BOARD MEMBER Trustee or director | 2 | $0 |
| TAMMY HESSBERGER | BOARD MEMBER Trustee or director | 2 | $0 |
| TAMRA JOHNSON | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended August 31, 2024: 29 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WHITENEE DILLARD | EXECUTIVE DIRECTOR Officer | 40 | $128,068 | $11,136 | $17,905 |
| CHRIS GLASS | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DANIEL HOLST | STATE EXECUTIVE LIAISON Trustee or director | 2 | $0 | $0 | $0 |
| DARCY WADDELL | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DAVID MARLETT | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DIANE WAGNER | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DORI KING | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DOUG MOHR | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| HASSAN CHARLES | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JAY RHOADS | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JEFF OGARD | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JILL RAFFERTY | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JUAN PADRON | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JULIENNE RUPP | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| KATHY CONLEY-JONES | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| LORI REED | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| LOU MORAN | EXECUTIVE COMMITTEE LIAISON Trustee or director | 2 | $0 | $0 | $0 |
| LUKE HORTON | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| NANCY NICKLOW | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| NATALIE ALI | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| NEIL LENANE | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| NICOLE RIEGL | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| PETER VAN AARTRIJK | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| ROB TOWNLEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| ROBERT REDDON | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| SUE NEPRAS | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| TAMRA JOHNSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| TAMMY HESSBERGER | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| EUGENE S COCKE | TREASURER Officer | 1 | $0 | $0 | $0 |
990 for the year ended August 31, 2023: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WHITENEE DILLARD | EXECUTIVE DIRECTOR Officer | 40 | $121,284 | $16,657 |
| CHRIS GLASS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DARCY WADDELL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DAVID MARLETT | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DIANE WAGNER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DORI KING | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DOUG MOHR | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| GLEN DAVIS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| HAL SODEN JR | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| HASSAN CHARLES | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JAY RHOADS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JEFF OGARD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JILL RAFFERTY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JUAN PADRON | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JULIENE RUPP | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LORI REED | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LOU MORAN | EXECUTIVE COMMITTEE LIAISON Trustee or director | 2 | $0 | $0 |
| LUKE HORTON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NANCY NICKLOW | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NATALIE ALI | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NEIL LENANE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NICOLE RIEGL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PETER VAN AARTRIJK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ROBERT REDDON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SUE NEPRAS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| TAMARA JOHNSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| TAMMY HESSBERGER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| TERRI EDWARDS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| EUGENE S COCKE | TREASURER Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 127 SOUTH PEYTON ST, ALEXANDRIA, VA 22314-2879
- In care of
- % EUGENE S COCKE
- Principal officer (990 for 2024)
- CHARLES E SYMINGTON JR, 127 SOUTH PEYTON ST, ALEXANDRIA, VA 22314
- Signed the 990
- EUGENE S COCKE, CFO/TREASURER
- Phone
- (703) 683-4422
- Website
- WWW.INVESTPROGRAM.ORG
- Return prepared by
- COHNREZNICK ADVISORY LLC
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 accomplishments
- 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.Expenses $302,922 · grants $16,669
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 13-3315296
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Social science (V22Z)
- Assets (IRS master file)
- $282,126
- Income (IRS master file)
- $311,695
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $311,695 | $447,911 | $282,126 | XML |
| 990 | August 2024 | $360,770 | $491,998 | $442,887 | XML |
| 990 | August 2023 | $386,078 | $398,080 | $611,504 | XML |
| 990 | August 2022 | $389,059 | $346,294 | $649,712 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3315296).
Questions about PROJECT INVEST
- What is the EIN of PROJECT INVEST?
- The employer identification number (EIN) of PROJECT INVEST is 13-3315296.
- Is PROJECT INVEST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to PROJECT INVEST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PROJECT INVEST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PROJECT INVEST due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PROJECT INVEST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of PROJECT INVEST?
- The 990 for the year ended August 31, 2025 names CHARLES E SYMINGTON JR.
- Who are the officers and directors of PROJECT INVEST?
- The 990 for the year ended August 31, 2025 lists 26 people; 3 received compensation from the organization, the highest $15,186 (EUGENE S COCKE, TREASURER).
- How much revenue does PROJECT INVEST have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $311,695, expenses of $447,911 and total assets of $282,126 at year end.
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- AMERICAN CONSERVATIVE UNION FOUNDATION EIN 52-1294680 · last filed 990 for 2025
- NEGATIVE POPULATION GROWTH INC EIN 46-4868482 · last filed 990 for 2025
- AMERICAN SOCIETY OF OVERSEAS RESEARCH EIN 23-1352617 · last filed 990 for 2025
- CONSORTIUM OF SOCIAL SCIENCE ASSOCIATIONS EIN 52-1239804 · last filed 990 for 2023
- NAPLES ROUNDTABLE INC EIN 47-5236637 · last filed 990-EZ for 2024
- ASSOCIATION OF POPULATION CENTERS EIN 56-1738107 · last filed 990-EZ for 2023
- AMERICAN FOUNDATION FOR TRANSLATION AND INTERPRETATION INC EIN 31-1546117 · last filed 990-EZ for 2025