Invest in Others Charitable Foundation
Nonprofit profile at a glance
- EIN
- 205036808
- IRS 990 coverage
- 2011–2025
- Forms available
- Form 990 2025
- Location
- Boston, MA, USA
- Phone
- 7813044812
- Rating
- 77
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Corporate Foundations
Reported finances
- Revenue
- $5,426,251
- Expenses
- $3,812,521
- Assets
- $6,195,225
- Liabilities
- $554,011
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
35 people listed
Executive titles in this filing
- BARKLEY PAYNE (PRESIDENT)
- R BARKLEY PAYNE (PRESIDENT/CEO)
Highest reported compensation
- R BARKLEY PAYNE (PRESIDENT/CEO): $307,586 total reported compensation
- JESSICA DUNHAM (CHIEF OPERATING OFFICER): $174,411 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The organization's mission is to amplify, celebrate, and inspire the charitable work of the financial services community.
What it reported doing in 2025
The invest in others award program (the "program") recognizes the philanthropic achievements of financial advisors and financial services firms in communities across the country and around the world. Financial advisors are nominated for five awards. Advisor finalists and winners receive a donation to their designated charities ranging from $25,000 up to $100,000. Awards are presented at the annual gala each fall.invest in others grant programs, including grants for good and grants for change, provide an opportunity for employees of the financial services industry to secure funding for specific programs or projects on behalf of nonprofits that they support. Grant awards range from $5,000 to $20,000 and are distributed throughout the year. The organization gave grants of $2,000 each for honorable mention awards.
Operating model
- Revenue model
- Donor-supported. 98% of the money available for current operations came from contributions and gifts.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 50% for direct work, and 50% for grants.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 66
- Transparency & Controls: 75
- Accountability: 100
- Sustainability: 62
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 60.4%; rating input score 60
- Program expense ratio: 82.3%; rating input score 82
- Fundraising efficiency: $13.06 raised per $1 spent on fundraising; rating input score 45; 45th percentile among comparable filings
Transparency & Controls
- Consistency checks: 93.8%; rating input score 94; 21st percentile among comparable filings
- Pay-setting controls: 2 of 6 controls in place; rating input score 33
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Pass
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 89.9%; rating input score 90; 32nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 29.7%; rating input score 81; 81st percentile among comparable filings
- Total-asset coverage ratio: 1.62; rating input score 51; 51st percentile among comparable filings
- Liabilities to assets ratio: 0.09; rating input score 50; 50th percentile among comparable filings
- Officer compensation ratio: 12.6%; rating input score 27; 27th percentile among comparable filings
Growth
- Program expense growth: 14.6% per year; rating input score 100; 74th percentile among comparable filings
- Revenue growth: 12.4% per year; rating input score 100; 73rd percentile among comparable filings
- Asset growth: 5.7% per year; rating input score 100; 37th percentile among comparable filings
Details
- Where the money goes: 60.4% of revenue deployed · 82.3% of spending went to programs
- Governance: 33 of 33 board members independent · 9 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $3.1M in reported program spending
- Leadership: top reported pay $308K · 35 people listed · 2 of 6 pay-setting controls reported
- Consistency: 33 of 34 current checks pass · 1 finding to review
- Schedules: 7 filed schedules · includes major donors, grants, and executive pay
- Filing history: 15 filing years from 2011 to 2025
- Contacts: How to reach this organization
- Money network: 34 filed money-flow records
- Related organizations: 32 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Fundraising efficiency scored 45/100.
- Review — Sustainability: Total-asset coverage ratio scored 51/100.
- High — Sustainability: Officer compensation ratio scored 27/100.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- Review — Sustainability: Liabilities to assets ratio scored 50/100.