Nonprofit · EIN 85-0976761
INVEST PGH INC
Tax-exempt · PITTSBURGH, PA 15219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $842,064 | $858,996 | -$16,932 | $8,314,545 | $6,930,004 | $1,384,541 |
| December 31, 2023 | 990 | $1,046,235 | $615,713 | $430,522 | $7,321,464 | $5,919,991 | $1,401,473 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $569,991
- of which government grants
- $520,000
- Program service revenue
- $151,788
- Investment income
- $120,285
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $353,375
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $572
- Accounting fees
- $28,437
- Program services (functional)
- $801,703
- Management and general (functional)
- $57,293
Balance sheet and other
- Total assets, start of year
- $7,321,464
- Total assets, end of year
- $8,314,545
- Total liabilities, end of year
- $6,930,004
- Net assets, end of year
- $1,384,541
- Net assets without donor restrictions
- $778,516
- Net assets with donor restrictions
- $606,025
- Gross receipts
- $842,064
- Employees
- 0
- Volunteers
- 12
- Year formed
- 2020
- State of legal domicile
- PA
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VERNARD ALEXANDER | SECRETARY Trustee or director, Officer | 1 | $0 |
| THOMAS LINK | CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| MATTHEW MADIA | TREASURER Trustee or director, Officer | 1 | $0 |
| MAELENE MYERS | VICE CHAIRPE Trustee or director, Officer | 1 | $0 |
| WENDELL WADE | MEMBER Trustee or director | 1 | $0 |
| REBECCA DAVIDSON-WAGNER | PRESIDENT/CE Officer | 20 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VERNARD ALEXANDER | SECRETARY Trustee or director, Officer | 1 | $0 |
| MATTHEW MADIA | TREASURER Trustee or director, Officer | 1 | $0 |
| MAELENE MYERS | VICE CHAIRPE Trustee or director, Officer | 1 | $0 |
| WENDELL WADE | MEMBER Trustee or director | 1 | $0 |
| JENNIFER WILHELM | CHAIRPERSON Trustee or director, Officer | 15 | $0 |
| REBECCA DAVIDSON-WAGNER | PRESIDENT/CE Officer | 20 | $0 |
Address and contacts
- Address (IRS master file)
- 412 BOULEVARD OF THE ALLIES STE 90, PITTSBURGH, PA 15219-1343
- In care of
- % REBECCA DAVIDSON-WAGNER
- Principal officer (990 for 2024)
- REBECCA DAVIDSON-WAGNER, 412 BOULEVARD OF THE ALLIES STE 90, PITTSBURGH, PA 15219
- Signed the 990
- REBECCA DAVIDSON-WAGNER, PRESIDENT/CEO
- Phone
- (412) 255-6588
- Website
- WWW.INVESTPGH.ORG
- Return prepared by
- ZELENKOFSKE AXELROD LLC
Mission
INVEST PGH IS A NONPROFIT AND COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION (CDFI) ORGANIZATION THAT AIDS SMALL BUSINESS AND AFFORDABLE HOUSING INITIATIVES THROUGHOUT THE CITY OF PITTSBURGH. (CONTINUED ON SCHEDULE O)
Program accomplishments
- INVEST PGH AIMS TO PROVIDE SMALL BUSINESS LENDING IN THE CITY OF PITTSBURGH. UNDER ITS MICROENTERPRISE AND ABEL LOAN PROGRAMS, THE ORGANIZATION EXECUTED SEVERAL LOANS WITH VARIOUS BORROWERS WITH ORIGINAL PRINCIPAL AMOUNTS VARYING BETWEEN 5,000 AND 150,000. UNDER ITS CRIB LOAN PROGRAM, THE ORGANIZATION EXECUTED SEVERAL LOANS WITH VARIOUS BORROWERS WITH ORIGINAL PRINCIPAL AMOUNTS VARYING BETWEEN 5,000 AND 25,000.Expenses $801,703 · grants $210,000 · revenue $151,788
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 85-0976761
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S12)
- Assets (IRS master file)
- $8,314,545
- Income (IRS master file)
- $842,064
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $842,064 | $858,996 | $8,314,545 | XML |
| 990 | December 2023 | $1,046,235 | $615,713 | $7,321,464 | XML |
| 990 | December 2022 | $501,040 | $727,331 | $7,002,856 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 85-0976761).
Questions about INVEST PGH INC
- What is the EIN of INVEST PGH INC?
- The employer identification number (EIN) of INVEST PGH INC is 85-0976761.
- Is INVEST PGH INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to INVEST PGH INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INVEST PGH 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 PGH INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INVEST PGH INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of INVEST PGH INC?
- The 990 for the year ended December 31, 2024 names REBECCA DAVIDSON-WAGNER.
- Who are the officers and directors of INVEST PGH INC?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does INVEST PGH INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $842,064, expenses of $858,996 and total assets of $8,314,545 at year end.
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