Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1986.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
71 cents of each dollar spent went to programs.
Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.
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Who runs it and what they're paid
29 people listed on the 990; $128K paid to officers and key staff.
Whitnee Dillard’s $144K as Executive Director is at the 81st percentile of top reported officer pay among 157 $100K–1M social science nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.
Compensation history total reportable pay by year · 4 named individuals · Part VII
| Name | FY2025 | FY2024 | FY2023 |
|---|---|---|---|
| Whitnee Dillard | $143,614 | — | — |
| Whitenee Dillard | — | $128,068 | $121,284 |
| Eugene S Cocke | $15,186 | — | — |
| Kasey Connors | $3,771 | — | — |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aNo
Programs and updates
Educates, prepares, and attracts diverse new talent to the insurance industry.
Questions for Project Invest
Your first name shows with your question. Project Invest answers here, for everyone.
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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.
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2024 990, line by line.
Download 990
| Line | Start FY24 | End FY24 |
|---|---|---|
| Cash and savingsLn 1–2 | $597K | $437K |
| Total assetsLn 16 | $612K | $443K |
| LiabilitiesLn 26 | $118K | $81K |
| Net assetsLn 32 | $493K | $362K |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic individualsLn 2 | $22K | $22K | ||
| Pay of current officers, directors and key staffLn 5 | $148K | $103K | $22K | $22K |
| Other salaries and wagesLn 7 | $123K | $86K | $19K | $19K |
| Pension plan contributionsLn 8 | $4K | $3K | $573 | $573 |
| Other employee benefitsLn 9 | $33K | $23K | $5K | $5K |
| Payroll taxesLn 10 | $19K | $14K | $3K | $3K |
| Legal feesLn 11b | $477 | $333 | $72 | $72 |
| Accounting feesLn 11c | $16K | $11K | $2K | $2K |
| Other fees for servicesLn 11g | $750 | $522 | $114 | $114 |
| Advertising and promotionLn 12 | $4K | $3K | $455 | $455 |
| Office expensesLn 13 | $11K | $4K | $3K | $3K |
| Information technologyLn 14 | $27K | $19K | $4K | $4K |
| OccupancyLn 16 | $7K | $6K | $726 | $726 |
| TravelLn 17 | $57K | $40K | $9K | $9K |
| Conferences, conventions and meetingsLn 19 | $8K | $5K | $1K | $1K |
| InsuranceLn 23 | $3K | $2K | $322 | $322 |
| Other expenses (24a–d)Ln 24 | $9K | $7K | $1K | $1K |
| Total functional expensesLn 25 | $492K | $348K | $72K | $72K |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2025 Latest | $312K | $448K | −$136K | $226K | 990 PDF |
| FY2024 Viewing | $361K | $492K | −$131K | $362K | 990 PDF |
| FY2023 | $386K | $398K | −$12K | $493K | 990 PDF |
| FY2022 | $389K | $346K | $43K | $505K | 990 PDF |
| FY2021 | $522K | $385K | $137K | $462K | 990 PDF |
| FY2020 | $333K | $453K | −$120K | $325K | 990 PDF |
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Schedules filed Part IV
See the full FY2024 990 (6 parts)
Part I · Summary $360,770 revenue, 12 lines filed
Part VI · Governance 28 of 28 board members independent, 1 to look at
Part VIII · Statement of revenue $360,770 across 6 lines filed
Part IX · Statement of functional expenses $491,998 across 17 lines filed
Part X · Balance sheet $442,887 assets, 10 lines filed
Part XI · Reconciliation of net assets $361,904 net assets at year end
Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File
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