Virginia · Nonprofit
PROJECT INVEST
PROJECT INVEST (Virginia) receives grants from 5 organizations whose IRS filings report $83,445 to it, the largest being AMERICAN ONLINE GIVING FOUNDATION INC ($29,375). 3 of them have funded it in more than one year, and 74% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2024
- $361k
- Funders on record
- 5
- Grants received
- $83k
- Net assets
- $362k
What Project Invest does
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.
As stated on its FY2024 Form 990.
Program
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. The program encourages the pursuit of insurance careers by exposing students to career pathways including job shadowing, scholarships, career coaching, and internships. Invest has served over 950 schools nationwide and continues to grow rapidly across the united states in high schools and community colleges. Nearly 33% of the schools offering the invest program are in minority and low income communities. In addition, invest continues to expand its programming with workforce development groups in underserved communities.
$302,922 spentof which $16,669 as grants100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $302,922.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $612k to $443k (−28%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2021 11%. Grants only. Government contracts and fees sit inside program revenue.
98% of PROJECT INVEST’s revenue is contributions — more donation-reliant than the typical peer (76% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 5 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Whitnee Dillard
Executive director
As listed on its FY2024 Form 990.
The chief executive listed changed between the FY2022 and FY2023 filings.
Who funds it, year by year
2017 → 2023: the base narrowed from 2 funders to 1 funder, grant income fell $23k → $22.
4 of 5 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 74% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
Left out of every figure on this page: $200k from one payer (the payer shares this organization's board, largest Independent Insurance Agents and Brokers of America). These are real filings, and they are not money PROJECT INVEST raised.
From the IRS filings of PROJECT INVEST’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
PROJECT INVEST leans on a few funders — its largest provides 35% of grant income and the top three 82%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
100% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund PROJECT INVEST.
Largest funder’s share by year: 2017 78% · 2019 100% · 2020 100% · 2021 100% · 2022 100% · 2023 100% — growing more concentrated.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
74% of PROJECT INVEST's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $22k that is directly attributable, 100% of it comes from funders outside Virginia, across 1 state.
Funder states come from each funder’s own filing. $62k arriving through sponsors registered in 4 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
PROJECT INVEST is better cushioned than half of the 297 social science nonprofits its size.
this organization peer median middle 50% of peers· 297 social science nonprofits $100k–$1M, FY2024
Organizations like PROJECT INVEST
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Virginia
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
71% of spending goes to programs.
Governance
Public support
61%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for PROJECT INVEST: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds PROJECT INVEST?
- PROJECT INVEST (Virginia) receives grants from 5 organizations whose IRS filings report $83,445 to it, the largest being AMERICAN ONLINE GIVING FOUNDATION INC ($29,375). 3 of them have funded it in more than one year, and 74% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does PROJECT INVEST have?
- IRS filings report 5 organizations giving $83,445 in grants to PROJECT INVEST, 3 of which have funded it in more than one year.
- Who is the largest funder of PROJECT INVEST?
- AMERICAN ONLINE GIVING FOUNDATION INC is the largest funder on record, with $29,375 in grants. The full list of funders is on this page.
- How can an organization like PROJECT INVEST find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Virginia. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Project Invest →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 5 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing