2025-04-23T11:57:53-05:00 2024-06-30 911056739 VINE DAHLEN PLLC 3500 188TH STREET SW STE 322 LYNNWOOD WA 98037 990 2023-07-01 237189670 INVESTED INVE 2063521199 606 OAKESDALE AVE SW STE C202 RENTON WA 98057 JOHN MULLIN EXECUTIVE DIRECTOR 2063521199 2025-04-17 1 0 LORI L SCOTT CPA P01452038 4257716055 2025-04-16 2023 2025-03-06 01:10:19Z JOHN MULLIN 606 OAKESDALE AVE SW STE C202 RENTON WA 98057 1965001 0 X WWW.INVESTED.ORG X 1963 WA ASSISTS SECONDARY STUDENTS IN WASHINGTON TO IMPROVE ATTENDANCE, ENGAGEMENT, AND GRADUATION RATES. 21 21 10 21 0 0 953863 599884 0 0 325808 463354 -85992 0 1193679 1063238 494387 455437 0 0 830687 870634 0 0 567637 479703 405173 1804777 1731244 -611098 -668006 8622593 8168259 398191 272708 8224402 7895551 INVESTED PROVIDES IMMEDIATE HELP FOR SECONDARY STUDENTS IN WASHINGTON TO IMPROVE THEIR ATTENDANCE, ENGAGEMENT, AND GRADUATION RATES. 0 0 455437 351260 EACH YEAR, THE ORGANIZATION PROVIDES PROGRAM FUNDING DIRECTLY TO SECONDARY SCHOOLS TO MAKE FUNDS AVAILABLE FOR IMMEDIATE USE WITH MINIMAL BUREAUCRACY. WITH INPUT FROM THOSE WHO ARE CLOSEST TO THE STUDENTS - THEIR TEACHERS, COUNSELORS OR COACHES - THE SCHOOL'S LOCAL TEAM FUNDS ITEMS THAT SPECIFIC STUDENTS NEED, BUT CANNOT AFFORD, ALLOWING THEM TO PARTICIPATE FULLY IN SCHOOL. SPECIFIC NEEDS INCLUDE ACTIVITY FEES, MUSICAL INSTRUMENT RENTAL, UNIFORMS OR CLOTHING, OR TEST FEES. INITIAL FUNDING FOR THE YEAR WAS $351,260. 287105 104177 THE ORGANIZATION HAS STUDENT EQUITY THROUGH EVERY DONATION PROGRAM TO ALLOW DONORS TO DESIGNATE FUNDS TO BE USED AT SPECIFIC SCHOOLS. THE ORGANIZATION PROVIDED $69,527 IN STUDENT EQUITY THROUGH EVERY DONATION FUNDS DURING THE YEAR. 742542 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WA X THE ORGANIZATION 2063521122 606 OAKSDALE AVENUE SW C202 RENTON WA 98057 JOYCE A WALTERS EXECUTIVE DIRECTOR (UNTIL 12/2023) 40.00 X 211301 0 12350 JOHN MULLIN INTERIM EXECUTIVE DIRECTOR 40.00 X 0 0 0 BARNEY HERRERA DIRECTOR OF DEVELOP (UNTIL 04/2024) 40.00 X 143365 0 15091 AFORMIA SELESHI DIRECTOR OF MARKETING 40.00 X 105769 0 5817 JEFF RICHARDS PRESIDENT 3.00 X X 0 0 0 TRISH MILLINES DZIKO SECRETARY 1.00 X X 0 0 0 GREGORY GENTILINI TREASURER 1.00 X X 0 0 0 SARAH BERKELHAMER BOARD MEMBER 1.00 X 0 0 0 MIA COFFMAN BOARD MEMBER 1.00 X 0 0 0 BRITTNEY DENNING BOARD MEMBER 1.00 X 0 0 0 MARY ALICE HEUSCHEL BOARD MEMBER 1.00 X 0 0 0 JIM IVERS BOARD MEMBER 1.00 X 0 0 0 SABRINA JONES BOARD MEMBER 1.00 X 0 0 0 ANDY KNAPP BOARD MEMBER 1.00 X 0 0 0 TANYA LAWLESS BOARD MEMBER 1.00 X 0 0 0 LINDA LOWRY BOARD MEMBER 1.00 X 0 0 0 RONALD MOORE BOARD MEMBER 1.00 X 0 0 0 DR VINCENT MOSCA BOARD MEMBER 1.00 X 0 0 0 DR DAMIEN PATTENAUDE BOARD MEMBER 1.00 X 0 0 0 CORY PLAGER BOARD MEMBER 1.00 X 0 0 0 DR MICHELLE PRICE BOARD MEMBER 1.00 X 0 0 0 DR GENE SEMENTI BOARD MEMBER 1.00 X 0 0 0 SABRINA TAYLOR BOARD MEMBER 1.00 X 0 0 0 REBECCA WILSON BOARD MEMBER 1.00 X 0 0 0 REGGIE WOODS BOARD MEMBER 1.00 X 0 0 0 460435 0 33258 3 0 1 0 0 1815 250511 347558 599884 249415 249415 1115702 901763 213939 213939 213939 1063238 0 0 463354 455437 455437 134292 33573 100719 615290 133114 28142 454034 14561 3596 -376 11341 49249 15468 4491 29290 57242 12647 7581 37014 104569 104569 30000 30000 62164 43803 18361 16939 16939 21153 6504 10685 3964 66452 36758 27692 2002 80799 80799 5457 60 865 4532 1576 164 850 562 1418 1418 4568 4568 FUNDRAISING ACTIVITIES 7704 7704 MISCELLANEOUS EXPENSE 2374 2119 255 1731244 742542 421065 567637 41472 108854 12301 172311 20557 183051 187746 16349 16349 1095 0 7958342 7645146 1417 252604 205956 8622593 8168259 137999 56594 260192 216114 398191 272708 X 7984165 7693121 240237 202430 8224402 7895551 8622593 8168259 -668006 339155 0 X 0 0 0 X 1532026 4458288 775423 953863 599884 8319484 1532026 4458288 775423 953863 599884 8319484 414888 7904596 205697 169770 174749 190192 249415 989823 9309307 0.84910 0.85600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16349 16349 0 0 OPERATING LEASE LIABILITY 207610 FINANCING LEASE LIABILITY 8504 216114 1 MEDICAL LAKE SCHOOL DISTRICT 116 W 3RD ST MEDICAL LAKE WA 99022 GOVERNMENT 27170 0 IMMEDIATE ASSISTANCE TO STUDENTS RIVERSIDE SCHOOL DISTRICT 34515 N NEWPORT HWY CHATTAROY WA 99003 GOVERNMENT 11500 0 IMMEDIATE ASSISTANCE TO STUDENTS JUANITA HIGH SCHOOL 10601 NE 132ND ST KIRKLAND WA 98034 GOVERNMENT 10780 0 IMMEDIATE ASSISTANCE TO STUDENTS JOHN R ROGERS HIGH SCHOOL 1622 EAST WELLESLEY AVE SPOKANE WA 99207 GOVERNMENT 6898 0 IMMEDIATE ASSISTANCE TO STUDENTS RIDGEFIELD HIGH SCHOOL 2630 S HILLHURST ROAD RIDGEFIELD WA 98642 GOVERNMENT 5490 0 IMMEDIATE ASSISTANCE TO STUDENTS 5 PART I, LINE 2: INVESTED PROVIDES A SECURE CLOUD BASED SYSTEM WHERE SCHOOLS TRACK ALL MATTERS RELEVANT TO THE INVESTED PROGRAM, BOTH REVENUES AND DISBURSEMENTS, ALL OF WHICH MUST BE DONE IN ACCORDANCE WITH WRITTEN PROGRAM GUIDELINES. ALL SCHOOLS MUST COMPLETE A YEAR END REPORT THAT DETAILS ALL DISBURSEMENTS MADE THROUGHOUT THE YEAR. THEY ALSO COMPLETE A YEAR END SURVEY TO PROVIDE QUALITATIVE AND QUANTITATIVE INFORMATION ABOUT THE EFFECT OF THE INVESTED PROGRAM ON HELPING INDIVIDUAL STUDENTS TO STAY ENGAGED AND IN SCHOOL. EACH SCHOOL IS ASKED TO PROVIDE A STORY ABOUT THE EFFECT OF THE INVESTED PROGRAM ON A SPECIFIC STUDENT. SCHOOLS WILL NOT BE FUNDED IN THE FOLLOWING YEAR UNLESS THE REPORTS A COMPLETED TIMELY. X 1 0 0 0 0 0 0 0 0 JOYCE A WALTERS EXECUTIVE DIRECTOR (UNTIL 12/2023) 171147 0 0 0 40154 0 6339 0 6011 0 223651 0 0 0 BARNEY HERRERA DIRECTOR OF DEVELOP (UNTIL 04/2024) 143365 0 0 0 0 0 1700 0 13391 0 158456 0 0 0 PART I, LINE 4A JOYCE WALTERS RECEIVED A SEVERANCE PAYMENT IN DECEMBER 2023 OF $40,154. BARNEY HERRERA RECEIVED A SEVERANCE PAYMENT IN APRIL 2024 OF $11,308. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD PRIOR TO SUBMISSION WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO OFFICERS, DIRECTORS AND COMMITTEE MEMBERS. THE POLICY IS MONITORED BY THE BOARD AND COMMITTEE MEMEBERS. BOARD MEMBERS MUST RECUSE THEMSELVES FROM VOTING ON ISSUES WHERE THEY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A A COMMITTEE OF THREE BOARD MEMBERS CONDUCTED THE REVIEW OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR COMPLETED A SELF-EVALUATION WHICH WAS USED BY THE COMMITTEE TO EVALUATE THEIR PERFORMANCE. THE RESULTS OF THE EVALUATION WERE REPORTED TO THE BOARD AND MINUTES OF THE MEETING WERE KEPT. THE LAST COMPENSATION REVIEW WAS COMPLETED AT THE END OF THE 2023 FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.