Investing in Ourselves

Nonprofit profile at a glance

EIN
454378203
IRS 990-EZ coverage
2013–2019
Forms available
Form 990-EZ 2019, Form 990-N 2011
Location
Philadelphia, PA, USA
Phone
2672433759
Rating
36
Verdict
REVIEW
Rating confidence
Moderate
Sector
Centers to Support the Independence of Specific Populations

Reported finances

Revenue
$54,844
Expenses
$50,401
Assets
$45,688
Liabilities
$269

Source: IRS Form 990-EZ. Selected filing: tax year 2019. Amounts in USD.

Leadership & pay

1 person listed

Executive titles in this filing

  • GILLIAN RORI BAZELON (PRESIDENT)

People named in this filing

  • GILLIAN RORI BAZELON (PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2019. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Investing in ourselves inspires positive lifestyle behavior change in underserved communities of philadelphia. Low-income neighborhood residents face many interconnected health, financial, and educational disparities. Investing in ourselves was founded on the belief that effective interventions and reforms build on neighborhood strengths to develop the capacity of low-income communities. Investing in ourselves works with community members to address these local challenges in a cost-effective and sustainable way. The program motivates participants to document their life changes, to promote change in their communities and to become community leaders promoting change in others. Investing in ourselves provides a community outreach to teach healthy cooking, physical fitness, business literacy, basic computer skills, and leadership development. Classes are multigenerational.

What it reported doing in 2019

Inspires lifetime behavior change in underserved communities in philadelphia.

Operating model

Revenue model
Donor-supported. 91% of the money available for current operations came from contributions and gifts.
Distribution model
No current program activity. The filing reports no program spending for the current year.

The verdict

REVIEW - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 82
  • Sustainability: 51
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 8.1%; rating input score 59; 59th percentile among comparable filings
  • Total-asset coverage ratio: 0.91; rating input score 42; 42nd percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 39; 39th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -38.6% per year; rating input score 0; 10th percentile among comparable filings
  • Revenue growth: -1.4% per year; rating input score 0; 51st percentile among comparable filings
  • Asset growth: 0.9% per year; rating input score 100; 44th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 1 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 7 filing years from 2013 to 2019
  • Contacts: How to reach this organization
  • 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 59/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 42/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 39/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.