Nonprofit · EIN 93-4763819
INVEST AMERICA CHARITABLE FOUNDATION
Tax-exempt · MENLO PARK, CA 94025
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,947,256 | $1,078,986 | $2,868,270 | $2,912,070 | $43,800 | $2,868,270 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,895,156
- Program service revenue
- $1
- Investment income
- $52,099
- Net gain from sales of assets
- $6,682
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $485,000
- Compensation of officers, directors and key employees
- $505,833
- Salaries, compensation and benefits (total)
- $523,736
- Professional fundraising fees
- $0
- Legal fees
- $1,300
- Program services (functional)
- $970,828
- Management and general (functional)
- $108,158
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $2,912,070
- Total liabilities, end of year
- $43,800
- Net assets, end of year
- $2,868,270
- Gross unrelated business income
- $1
- Gross receipts
- $3,947,256
- Employees
- 1
- Volunteers
- 6
- Year formed
- 2023
- State of legal domicile
- DE
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 | Other / benefits |
|---|---|---|---|---|
| MATHEW LIRA | EXECUTIVE DIRECTOR/SECRETARY Officer | 40 | $500,000 | $5,833 |
| BRAD GERSTNER | CHAIRMAN/DIRECTOR Trustee or director | 5 | $0 | $0 |
| JOHN KIERNAN | TREASURER Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2550 SAND HILL RD STE 150, MENLO PARK, CA 94025-7094
- Principal officer (990 for 2024)
- BRAD GERSTNER, 2550 SAND HILL RD STE 150, MENLO PARK, CA 94025
- Signed the 990
- MATHEW LIRA, EXECUTIVE DIRECTOR
- Phone
- (408) 409-5108
- Website
- INVESTAMERICA.ORG
- Return prepared by
- EDWARD F SPORL CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 93-4763819 or by the name INVEST AMERICA CHARITABLE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
REDUCE INCOME INEQUALITY AND OPPORTUNITY GAPS IN AMERICA BY PROMOTING FINANCIAL LITERACY AND PARTICIPATION IN THE AMERICAN FINANCIAL SYSTEM.
Program accomplishments
- LAUNCHED A RESEARCH PROGRAM ON FINANCIAL LITERACY AND ECONOMIC OPPORTUNITY, WITH A FOCUS ON EXPANDING HOUSEHOLD PARTICIPATION IN THE FINANCIAL SYSTEM. SPONSORED AND RELEASED "THE ECONOMIC IMPACT OF INVEST AMERICA ACCOUNTS," A STUDY ANALYZING THE FINANCIAL AND SOCIETAL BENEFITS OF EARLY CHILDHOOD DEVELOPMENT ACCOUNTS FOR CHILDREN AND THEIR FAMILIES. ESTABLISHED A SENIOR EXECUTIVE COUNCIL COMPOSED OF NOTABLE EXPERTS AND FINANCIAL LEADERS TO ADVISE RESEARCH AND SUPPORT DISSEMINATION OF FINDINGS. COUNCIL ACTIVITIES AND THE ASSOCIATED RESEARCH GENERATED COVERAGE IN MAJOR NATIONAL MEDIA OUTLETS, INCLUDING NETWORK NEWS AND LEADING PRINT PUBLICATIONS, WITH DISTRIBUTION (CONT'D ON SCHEDULE O) REACHING OUTLETS NATIONWIDE. HOSTED MULTIPLE POLICY DISCUSSIONS WITH ACADEMIC AND PHILANTHROPIC STAKEHOLDERS, CULMINATING IN AN EDUCATIONAL EVENT ATTENDED BY MORE THAN 100 STAKEHOLDERS FEATURING EXPERT PANEL DISCUSSIONS ON RESEARCH CONCLUSIONS.Expenses $970,828 · grants $485,000
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 | Check at the IRS |
IRS record
- EIN
- 93-4763819
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Youth development (O53)
- Assets (IRS master file)
- $2,912,070
- Income (IRS master file)
- $3,947,256
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,947,256 | $1,078,986 | $2,912,070 | 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 93-4763819).
Questions about INVEST AMERICA CHARITABLE FOUNDATION
- What is the EIN of INVEST AMERICA CHARITABLE FOUNDATION?
- The employer identification number (EIN) of INVEST AMERICA CHARITABLE FOUNDATION is 93-4763819.
- Is INVEST AMERICA CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to INVEST AMERICA CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INVEST AMERICA CHARITABLE FOUNDATION 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 AMERICA CHARITABLE FOUNDATION 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 AMERICA CHARITABLE FOUNDATION 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 AMERICA CHARITABLE FOUNDATION?
- The 990 for the year ended December 31, 2024 names BRAD GERSTNER.
- Who are the officers and directors of INVEST AMERICA CHARITABLE FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $500,000 (MATHEW LIRA, EXECUTIVE DIRECTOR/SECRETARY).
- How much revenue does INVEST AMERICA CHARITABLE FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,947,256, expenses of $1,078,986 and total assets of $2,912,070 at year end.
Other nonprofits in MENLO PARK
- BOYS & GIRLS CLUB OF THE PENINSULA EIN 94-1552134 · last filed 990 for 2025
- THE FIT KIDS FOUNDATION INC EIN 27-4987709 · last filed 990 for 2025
- LAS LOMITAS SPORTS AND AFTER-SCHOOL ACTIVITIES LEAGUE EIN 94-3280614 · last filed 990 for 2025
- GLOBAL LEADERSHIP INCUBATOR EIN 81-4632098 · last filed 990-EZ for 2025
- BURNING GEAR ROBOTICS CORP EIN 99-1572406 · last filed 990-N for 2025
- RISING GASTRONOMERS INC EIN 92-1124849 · last filed 990-N for 2025
- MENLO ATHERTON WRESTLING EDUCATION CORPORATION EIN 81-3642213 · last filed 990-N for 2024
- BARANGAY ASSIST EIN 33-3208217 · last filed 990-N for 2025
All nonprofits in MENLO PARK · California · Youth development