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Nonprofit · EIN 23-7189670

INVESTED

Tax-exempt · RENTON, WA 98057

Financials

$1.2M$1.8M2022$1.1M$1.7M2023$2.8M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of INVESTED by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$2,844,686$1,099,703$1,744,983$8,863,182$226,650$8,636,532
June 30, 2024990$1,063,238$1,731,244-$668,006$8,168,259$272,708$7,895,551
June 30, 2023990$1,193,679$1,804,777-$611,098$8,622,593$398,191$8,224,402
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$916,470
of which government grants
$449,547
Program service revenue
$0
Investment income
$1,948,949
Net gain from sales of assets
$1,725,646
Net income from fundraising events
-$20,733
Other revenue
-$20,733

Expenses

Grants and similar amounts paid
$433,078
Other salaries and wages
$204,560
Salaries, compensation and benefits (total)
$247,698
Professional fundraising fees
$20,000
Legal fees
$638
Accounting fees
$46,375
Occupancy
$87,650
Travel
$353
Program services (functional)
$620,825
Management and general (functional)
$400,589
Fundraising (functional)
$78,289

Balance sheet and other

Total assets, start of year
$8,168,259
Total assets, end of year
$8,863,182
Total liabilities, end of year
$226,650
Net assets, end of year
$8,636,532
Publicly traded securities
$8,244,092
Net assets without donor restrictions
$8,434,102
Net assets with donor restrictions
$202,430
Gross receipts
$6,540,851
Employees
7
Volunteers
14
Year formed
1963
State of legal domicile
WA

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
DAVID HARTNESSOPERATIONS & PROGRAM DIRECTOR
Highest-paid employee
40$108,243$15,236
JOHN MULLININTERIM EXECUTIVE DIRECTOR
Officer
24$0$0
JAMES IVERSPRESIDENT
Trustee or director, Officer
1$0$0
REBECCA WILSONVICE PRESIDENT
Trustee or director, Officer
1$0$0
REGGIE WOODSVICE PRESIDENT
Trustee or director, Officer
1$0$0
BRITTNEY DENNINGSECRETARY
Trustee or director, Officer
1$0$0
CORY PLAGERTREASURER
Trustee or director, Officer
1$0$0
TANYA LAWLESSBOARD MEMBER
Trustee or director
1$0$0
VIC ROBERTSBOARD MEMBER
Trustee or director
1$0$0
JESSICA SECANBOARD MEMBER
Trustee or director
1$0$0
DR GENE SEMENTIBOARD MEMBER
Trustee or director
1$0$0
ELISA YUENBOARD MEMBER
Trustee or director
1$0$0
GREGORY GENTILINIBOARD MEMBER (UNTIL 01/2025)
Trustee or director
1$0$0
LINDA CHAVEZ LOWRYBOARD MEMBER (UNTIL 04/2025)
Trustee or director
1$0$0
DR MICHELLE PRICEBOARD MEMBER (UNTIL 10/2024)
Trustee or director
1$0$0
1 more people on this return
NameTitleHours / weekCompensation
SABRINA TAYLORBOARD MEMBER (UNTIL 04/2025)
Trustee or director
1$0
990 for the year ended June 30, 2024: 25 people
NameTitleHours / weekCompensationOther / benefits
JOYCE A WALTERSEXECUTIVE DIRECTOR (UNTIL 12/2023)
Officer
40$211,301$12,350
BARNEY HERRERADIRECTOR OF DEVELOP (UNTIL 04/2024)
Highest-paid employee
40$143,365$15,091
AFORMIA SELESHIDIRECTOR OF MARKETING
Highest-paid employee
40$105,769$5,817
JOHN MULLININTERIM EXECUTIVE DIRECTOR
Officer
40$0$0
JEFF RICHARDSPRESIDENT
Trustee or director, Officer
3$0$0
TRISH MILLINES DZIKOSECRETARY
Trustee or director, Officer
1$0$0
GREGORY GENTILINITREASURER
Trustee or director, Officer
1$0$0
SARAH BERKELHAMERBOARD MEMBER
Trustee or director
1$0$0
MIA COFFMANBOARD MEMBER
Trustee or director
1$0$0
BRITTNEY DENNINGBOARD MEMBER
Trustee or director
1$0$0
MARY ALICE HEUSCHELBOARD MEMBER
Trustee or director
1$0$0
JIM IVERSBOARD MEMBER
Trustee or director
1$0$0
SABRINA JONESBOARD MEMBER
Trustee or director
1$0$0
ANDY KNAPPBOARD MEMBER
Trustee or director
1$0$0
TANYA LAWLESSBOARD MEMBER
Trustee or director
1$0$0
LINDA LOWRYBOARD MEMBER
Trustee or director
1$0$0
RONALD MOOREBOARD MEMBER
Trustee or director
1$0$0
DR VINCENT MOSCABOARD MEMBER
Trustee or director
1$0$0
DR DAMIEN PATTENAUDEBOARD MEMBER
Trustee or director
1$0$0
CORY PLAGERBOARD MEMBER
Trustee or director
1$0$0
DR MICHELLE PRICEBOARD MEMBER
Trustee or director
1$0$0
DR GENE SEMENTIBOARD MEMBER
Trustee or director
1$0$0
SABRINA TAYLORBOARD MEMBER
Trustee or director
1$0$0
REBECCA WILSONBOARD MEMBER
Trustee or director
1$0$0
REGGIE WOODSBOARD MEMBER
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 19 people
NameTitleHours / weekCompensationOther / benefits
JOYCE A WALTERSEXECUTIVE DIRECTOR
Officer
40$153,432$13,771
STEVE BROWNPRESIDENT
Trustee or director, Officer
3$0$0
JEFF RICHARDS1ST VICE PRESIDENT
Trustee or director, Officer
0.5$0$0
ANGIE BROTHERTON2ND VICE PRESIDENT THRU 04/23
Trustee or director, Officer
0.5$0$0
TRISH MILLINES DZIKOSECRETARY
Trustee or director, Officer
0.5$0$0
GREGORY B GENTILINITREASURER
Trustee or director, Officer
0.5$0$0
SARAH BERKELHAMERBOARD MEMBER
Trustee or director
0.5$0$0
MIA COFFMANBOARD MEMBER
Trustee or director
0.5$0$0
BRITTNEY DENNINGBOARD MEMBER
Trustee or director
0.5$0$0
JIM IVERSBOARD MEMBER
Trustee or director
0.5$0$0
ANDY KNAPPBOARD MEMBER
Trustee or director
0.5$0$0
TANYA L LAWLESSBOARD MEMBER
Trustee or director
0.5$0$0
DR DAMIEN PATTENAUDEBOARD MEMBER
Trustee or director
0.5$0$0
CORY PLAGERBOARD MEMBER
Trustee or director
0.5$0$0
DR MICHELLE PRICEBOARD MEMBER
Trustee or director
0.5$0$0
DR GENE SEMENTIBOARD MEMBER
Trustee or director
0.5$0$0
DR LINDA SMITHBOARD MEMBER
Trustee or director
0.5$0$0
SABRINA TAYLORBOARD MEMBER
Trustee or director
0.5$0$0
REGGIE WOODSBOARD MEMBER
Trustee or director
0.5$0$0

Address and contacts

Address (IRS master file)
606 OAKESDALE AVE SW STE C202, RENTON, WA 98057-5227
Principal officer (990 for 2024)
JOHN MULLIN, 606 OAKESDALE AVE SW STE C202, RENTON, WA 98057
Signed the 990
JOHN MULLIN, INTERIM EXECUTIVE DIRECTOR
Phone
(206) 352-1199
Return prepared by
VINE DAHLEN PLLC

Mission

INVESTED PROVIDES IMMEDIATE HELP FOR SECONDARY STUDENTS IN WASHINGTON TO IMPROVE THEIR ATTENDANCE, ENGAGEMENT, AND GRADUATION RATES.

990 for the year ended June 30, 2025

Program accomplishments

  • 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.
    Expenses $433,078 · grants $295,222
  • 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.
    Expenses $187,747 · grants $137,856

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
23-7189670
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2015
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$8,863,182
Income (IRS master file)
$6,540,851

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$2,844,686$1,099,703$8,863,182XML
990June 2024$1,063,238$1,731,244$8,168,259XML
990June 2023$1,193,679$1,804,777$8,622,593XML
990June 2022$1,260,215$1,663,908$8,513,458IRS
990June 2021–––IRS
990June 2020–––IRS
990June 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 23-7189670).

Questions about INVESTED

What is the EIN of INVESTED?
The employer identification number (EIN) of INVESTED is 23-7189670.
Is INVESTED tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to INVESTED tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does INVESTED 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 INVESTED due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did INVESTED last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of INVESTED?
The 990 for the year ended June 30, 2025 names JOHN MULLIN.
Who are the officers and directors of INVESTED?
The 990 for the year ended June 30, 2025 lists 16 people; 1 received compensation from the organization, the highest $108,243 (DAVID HARTNESS, OPERATIONS & PROGRAM DIRECTOR).
How much revenue does INVESTED have?
On its 990 for the year ended June 30, 2025 it reported revenue of $2,844,686, expenses of $1,099,703 and total assets of $8,863,182 at year end.

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