Invstr Foundation Inc
Nonprofit profile at a glance
- EIN
- 831161491
- IRS 990-EZ coverage
- 2025–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2024
- Location
- Houston, TX, USA
- Phone
- 7879634428
- Rating
- 69
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Education N.E.C.
Reported finances
- Revenue
- $156,001
- Expenses
- $123,000
- Assets
- $33,001
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- Kerim Derhalli (CEO)
- Ilse Sidles (President)
- Robert Casso (Co-President)
People named in this filing
- Kerim Derhalli (CEO)
- Nora Lee Notzon (Secretary)
- Ilse Sidles (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 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The Invstr Foundation is a 501c3 organization dedicated to financial education for young people. During 2025 the Foundation developed and supported digital educational tools and programs aimed at improving financial literacy and access to financial knowledge.
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 53
- Transparency & Controls: 100
- Sustainability: 49
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 48.1%; rating input score 48
- Program expense ratio: 61%; rating input score 61
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 21.2%; rating input score 73; 73rd percentile among comparable filings
- Total-asset coverage ratio: 0.27; rating input score 24; 24th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 48.1% of revenue deployed · 61% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $75K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 48/100.
- High — Sustainability: Total-asset coverage ratio scored 24/100.