Project Invest
Donations deductibleProject Invest's network
27 people1 organisationi27 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (27). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
27 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 28 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Juan Padron Chair | Chair | 2019 | 7 yrs |
| Christopher Glass (also filed as Chris Glass) | Board Member | 2019 | 7 yrs |
| Daniel Holst (also filed as Dan Holst) | State Executive Liaison | 2019 | 7 yrs |
| Darcy Waddell | Board Member | 2019 | 7 yrs |
| David Marlett | Board Member | 2018 | 8 yrs |
| Diane Wagner | Board Member | 2021 | 5 yrs |
| Dori King | Board Member | 2019 | 7 yrs |
| Doug Mohr | Board Member | 2019 | 7 yrs |
| Hassan Charles | Board Member | 2023 | 3 yrs |
| Jay Rhoads | Board Member | 2023 | 3 yrs |
| Jeff Ogard | Board Member | 2019 | 7 yrs |
| Jill Rafferty | Board Member | 2023 | 3 yrs |
| Julienne Rupp | Board Member | 2024 | 2 yrs |
| Kathy Conley-Jones | Board Member | 2024 | 2 yrs |
| Lori Reed | Board Member | 2022 | 4 yrs |
| LOU Moran | Executive Committee Liaison | 2020 | 6 yrs |
| Luke Horton | Board Member | 2018 | 8 yrs |
| Nancy Nicklow | Board Member | 2023 | 3 yrs |
| Natalie ALI | Board Member | 2023 | 3 yrs |
| Neil Lenane | Board Member | 2018 | 8 yrs |
| Nicole Riegl | Board Member | 2022 | 4 yrs |
| Peter Van Aartrijk | Board Member | 2019 | 7 yrs |
| Rob Townley | Board Member | 2024 | 2 yrs |
| Robert Reddon | Board Member | 2023 | 3 yrs |
| Susan Nepras (also filed as Sue Nepras) | Board Member | 2018 | 8 yrs |
| Tammy Hessberger | Board Member | 2018 | 8 yrs |
| Tamra Johnson | Board Member | 2024 | 2 yrs |
Officers and senior leadership
3 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Deborah Pickford | President/Executive Director | since 2020 |
| Eugene S Cocke | Treasurer | since 2019 |
| Whitenee Dillard | Executive Director | since 2023 |
Pay and hours
year to 31 August 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Whitnee Dillard | Executive Director | 40 | $144k | $19k | |
| Eugene S Cocke | Treasurer | 2 | $15k | $364k | $53k |
| Kasey Connors | Secretary | 1 | $4k | $147k | $14k |
| Adam Ziembiec | Board Member | 2 | $0 | ||
| Brian Clinksdale | Executive Committee Liaison | 2 | $0 | ||
| Carol Castelloni | Board Member | 2 | $0 | ||
| Chris Glass | Board Member | 2 | $0 | ||
| Daniel Holst | State Executive Liaison | 1 | $0 | ||
| Darcy Waddell | Board Member | 2 | $0 | ||
| David Marlett | Board Member | 2 | $0 | ||
| Doug Mohr | Board Member | 2 | $0 | ||
| Hal Soden Jr | Board Member | 2 | $0 | ||
| Haley Meisner | Board Member | 2 | $0 | ||
| Jay Rhoads | Board Member | 2 | $0 | ||
| Julie Paul | Board Member | 2 | $0 | ||
| Kathy Conley-Jones | Board Member | 2 | $0 | ||
| Kevin Clary | Board Member | 2 | $0 | ||
| Nancy Nicklow | Chair | 2 | $0 | ||
| Nick Arnoldy | Board Member | 2 | $0 | ||
| Nicole Riegl | Board Member | 2 | $0 | ||
| Peter van Aartrijk | Board Member | 2 | $0 | ||
| Rob Townley | Board Member | 2 | $0 | ||
| Robert Reddon | Board Member | 2 | $0 | ||
| Shelley Rogers | Board Member | 2 | $0 | ||
| Tammy Hessberger | Board Member | 2 | $0 | ||
| Tamra Johnson | Board Member | 2 | $0 |
About
- Legal name
- Project Invest
- EIN
- 133315296
- Address
- 127 South Peyton St, Alexandria, VA, 22314-2879
- State
- Virginia
- 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 filed on the Form 990)
- Activity (NTEE)
- V22Z Social science research
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Social Science
- Size band
- 4 (IRS master file code)
- Formed
- 1986
- Principal officer
- Charles E Symington Jr (as named on the Form 990)
- IRS ruling date
- 1 September 1986
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsDavid Marlett
≥8years on the filingsLuke Horton
≥8years on the filingsNeil Lenane
≥8years on the filingsSusan Nepras
Latest return
year to 31 August 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 August 2025. US dollars, as filed.- Total assets
- $282k
- Total liabilities
- $56k
- Net assets or fund balances
- $226k
- Contributions and grants received
- $306k
- Program service revenue
- $0
- Grants and similar paid out
- $17k
- Employees
- 0
- Volunteers
- 300
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $361k | $492k | Deficit $131k |
As filed on the IRS Form 990. US dollars.