INVEST APPALACHIA INC

ASHEVILLE, NC, 28806 (304) 644-6001 Est. 2019 EIN 84-2748180

C12 - Fund Raising & Fund Distribution 990 - Public charity return 501(c)(3)

www.investappalachia.org

Mission

INVEST APPALACHIA (IA) IS A REGIONAL IMPACT INVESTMENT PLATFORM DESIGNED BY AND FOR THE PEOPLE OF CENTRAL APPALACHIA. IA PROVIDES BLENDED INVESTMENT CAPITAL TO STRENGTHEN BUSINESS OPPORTUNITIES, BUILD EQUITABLE LOCAL WEALTH, ADVANCE CRITICAL SECTORS, AND INCREASE QUALITY OF LIFE FOR EVERYONE IN CENTRAL APPALACHIA. IA WAS INITIATED THROUGH THE APPALACHIA FUNDERS NETWORK AND DEVELOPED BY A COLLABORATIVE GROUP OF REGIONAL LEADERS REPRESENTING CDFIS, PUBLIC AND PRIVATE PHILANTHROPIC ENTITIES, LOCAL INSTITUTIONS, AND COMMUNITY ORGANIZATIONS.

Financials

Total Revenue

$4,550,890

Total Expenses

$2,279,313

Net Assets

$4,670,037

3 employees

From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve

2.1 years Healthy

Net assets / monthly expenses

Year-over-Year Change

Revenue ↑ 137.3%

Expenses ↓ 2.6%

Revenue Sources

Contributions 64.9% Earned revenue 32.6% Investment 2.4%

Expense Breakdown

Program 96.5% Management 3.5%

Officers & Key Employees (13)

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Grants Received (25)

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Filing History (4 filings)

Year	Revenue	Expenses	Net Assets
2024 990 - Public charity return Jan 1, 2024 to Dec 31, 2024	$4,550,890 ↑	$2,279,313	$4,670,037
2023 990 - Public charity return Jan 1, 2023 to Dec 31, 2023	$1,917,636 ↓	$2,340,722	$2,398,460
2022 990 - Public charity return Jan 1, 2022 to Dec 31, 2022	$3,949,703 ↑	$1,332,606	$2,821,546
2021 990 - Public charity return Jan 1, 2021 to Dec 31, 2021	$648,625	$444,176	$204,449