Public Charity

PROJECT INVEST

PROJECT INVEST, of ALEXANDRIA, VA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $312K in revenue, $448K in expenses, $282K in total assets. 15 publicly reported grants to this organization, totaling roughly $293K, appear in IRS filings.

EIN: 133315296 ALEXANDRIA, VA Economics NTEE: V22 Latest filing: 2025
Total Revenue$312K
Total Expenses$448K
Total Assets$282K
Grant Records15
Funding Total$293K
Filing Years2021–2025

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.

Where $100 goes at Project Invest

How Project Invest divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$68 Programs the work itself
$18 Management running the organization
$14 Fundraising raising the next dollar

Inside the $68 for programs

$68
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
All program spending · Reported in the filing: 950 schools
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

BOARD MEMBER Adam Ziembiec
EXECUTIVE COMMITTEE LIAISON Brian Clinksdale
BOARD MEMBER Carol Castelloni
BOARD MEMBER Chris Glass
STATE EXECUTIVE LIAISON Daniel Holst
BOARD MEMBER Darcy Waddell

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$293,000 14 grants

Financial Trends

Year Revenue Expenses Assets
2025 $312K $448K $282K
2024 $361K $492K $443K
2023 $386K $398K $612K
2022 $389K $346K $650K
2021 $522K $385K $643K

Between 2021 and 2025, reported annual revenue declined from $522K to $312K (-40%), with total assets most recently reported at $282K.

Interactive year-over-year charts and full filing details available with membership.

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