Nonprofit · EIN 45-5231165
INVEST AHEAD INC
Tax-exempt · FT WASHINGTON, PA 19034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $226,867 | $353,909 | -$127,042 | $414,892 | $0 | $414,892 |
| June 30, 2024 | 990 | $349,436 | $353,829 | -$4,393 | $550,446 | $9,503 | $540,943 |
| June 30, 2023 | 990 | $46,000 | $5,798 | $40,202 | $547,502 | $0 | $547,502 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $209,250
- Membership dues
- $209,250
- Program service revenue
- $0
- Investment income
- $17,617
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $148,558
- Salaries, compensation and benefits (total)
- $194,110
- Professional fundraising fees
- $0
- Accounting fees
- $18,857
- Travel
- $3,269
- Program services (functional)
- $301,321
- Management and general (functional)
- $52,588
Balance sheet and other
- Total assets, start of year
- $550,446
- Total assets, end of year
- $414,892
- Total liabilities, end of year
- $0
- Net assets, end of year
- $414,892
- Net assets without donor restrictions
- $414,892
- Gross receipts
- $226,867
- Employees
- 1
- Volunteers
- 0
- Year formed
- 2011
- State of legal domicile
- FL
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Julie Zuraw | President and CEO Officer | 40 | $148,558 | $34,727 |
| Susan Angele | Board Chair Trustee or director | 0 | $0 | $0 |
| Tara Giunta | Board Vice Chair Trustee or director | 0 | $0 | $0 |
| Renaye Manley | Board Secretary Trustee or director | 0 | $0 | $0 |
| Rodrigo Garcia | Board Treasurer Trustee or director | 0 | $0 | $0 |
| Sylvia Prez Cash | Board Member Trustee or director | 0 | $0 | $0 |
| Betsy Berkhemer-Credaire | Board Member Trustee or director | 0 | $0 | $0 |
| Lucy Chang | Board Member Trustee or director | 0 | $0 | $0 |
| Melinda Yee Franklin | Board Member Trustee or director | 0 | $0 | $0 |
| Jared Landaw | Board Member Trustee or director | 0 | $0 | $0 |
| Dianna McCarthy | Board Member Trustee or director | 0 | $0 | $0 |
| Dianne McKeever | Board Member Trustee or director | 0 | $0 | $0 |
| Johnathan Medina | Board Member Trustee or director | 0 | $0 | $0 |
| Ozzie Gromada Meza | Board Member Trustee or director | 0 | $0 | $0 |
| Anna Mok | Board Member Trustee or director | 0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mari Schwartzer | Board Member Trustee or director | 0 | $0 |
| Reid Jewett Smith | Board Member Trustee or director | 0 | $0 |
| Rekha Vaitla | Board Member Trustee or director | 0 | $0 |
| Dave Young | Board Member Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Julie Zuraw | President & CEO Officer | 40 | $194,122 | $33,327 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLOTTE LAURENT-OTTOMANE | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $0 |
| ANDREA MCGRATH | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $0 |
| ESTHER AGUILERA | CHAIR Trustee or director, Officer | 1 | $0 |
| SUSAN ANGELE | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| LUCY CHANG | SECRETARY Trustee or director, Officer | 1 | $0 |
| RODRIGO GARCIA | TREASURER Trustee or director, Officer | 1 | $0 |
| TARA GIUNTA | DIRECTOR Trustee or director, Officer | 1 | $0 |
| JARED LANDAW | DIRECTOR Trustee or director, Officer | 1 | $0 |
| RENAYE MANLEY | DIRECTOR Trustee or director, Officer | 1 | $0 |
| GIANNA MCCARTHY | DIRECTOR Trustee or director, Officer | 1 | $0 |
| DIANNE MCKEEVER | DIRECTOR Trustee or director, Officer | 1 | $0 |
| JOHNATHAN MEDINA | DIRECTOR Trustee or director, Officer | 1 | $0 |
| ANNA MOK | DIRECTOR Trustee or director, Officer | 1 | $0 |
| MARI SCHWARTER | DIRECTOR Trustee or director, Officer | 1 | $0 |
| CHRISTINE SHAW | DIRECTOR Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1231 HIGHLAND AVE, FT WASHINGTON, PA 19034-1642
- Principal officer (990 for 2024)
- Julie Zuraw, 137 MONTAGUE ST STE 401, BROOKLYN, NY 11201
- Signed the 990
- Julie Zuraw, President & CEO
- Phone
- (860) 702-3211
- Website
- www.30percentcoalition.org
Mission
ENHANCE CORPORATE GOVERNANCE THROUGH A FOCUS ONBOARD COMPOSITION.
Program accomplishments
- During this year Invest Ahead produced a guide for having productive conversations around board composition; a meta study of the peer-reviewed academic research done globally between 2019 and 2024 on the connection between board composition and financial performance; a publicly-available database of that research; an educational guide for state legislators and policymakers; and a resource program for institutional investors.Expenses $301,321
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 45-5231165
- 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
- 2012
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Civil rights, social action and advocacy (R24)
- Assets (IRS master file)
- $414,892
- Income (IRS master file)
- $226,867
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $226,867 | $353,909 | $414,892 | XML |
| 990 | June 2024 | $349,436 | $353,829 | $550,446 | IRS |
| 990 | June 2023 | $46,000 | $5,798 | $547,502 | XML |
| 990 | April 2023 | $216,506 | $178,740 | $507,300 | IRS |
| 990 | April 2022 | $373,150 | $244,017 | $469,534 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | 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 45-5231165).
Questions about INVEST AHEAD INC
- What is the EIN of INVEST AHEAD INC?
- The employer identification number (EIN) of INVEST AHEAD INC is 45-5231165.
- Is INVEST AHEAD INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to INVEST AHEAD INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INVEST AHEAD INC 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 INVEST AHEAD INC 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 INVEST AHEAD INC 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 INVEST AHEAD INC?
- The 990 for the year ended June 30, 2025 names Julie Zuraw.
- Who are the officers and directors of INVEST AHEAD INC?
- The 990 for the year ended June 30, 2025 lists 19 people; 1 received compensation from the organization, the highest $148,558 (Julie Zuraw, President and CEO).
- How much revenue does INVEST AHEAD INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $226,867, expenses of $353,909 and total assets of $414,892 at year end.
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All nonprofits in FT WASHINGTON · Pennsylvania · Civil rights, social action and advocacy