NonprofitsYoung Investors Society

Education

Young Investors Society

WESTLAKE VLG, CA

Total revenue

$372K

Total expenses

$368K

Net assets

$34K

Grants received

$372K

18 grants

EIN

473393700

Tax year

2024

Mission

To provide financial and investing education to high school students.

Financials

FY 2024

Revenue

Contributions & grants$372K
Program service revenue
Investment income
Other revenue
Total revenue$372K

Expenses

Grants paid
Salaries & benefits$173K
Fundraising
Other expenses$195K
Total expenses$368K
Total assets$37K
Net assets$34K

People

16 listed

NameRoleCompensation

LIZ SU

Board Member

Board

0

Mark Van Cott

Board Member

Board

0

Dave Miles

Board Members

Board

0

Steve Barrus

Secretary

Board

0

John Bowman

Board Member

Board

0

MORGAIN CONWAY-GRIM

Board Member

Board

0

Vielcka Mansukhani

Board Member

Board

0

OLIVER DALEY

Board Member

Board

0

Bryan Jack

Treasurer

Board

0

LAURA GERITZ

Board Member

Board

0

Lee Mackay

Vice President

Board

0

James Fletcher

President

Board

0

Jane Winslow

Board Member

Board

0

Patricia Ball

Secretary

Board

0

Rowe Michels

Board Member

Board

0

Christine Tobin

Board Member

Board

0

Grants received

Showing 18 of 18

FromAmountPurposeYear
$10K
To support organization
2024
$8K
OPERATING SUPPORT
2024
$3K
General & Unrestricted
2024
$30K
For grant recipient's exempt purposes
2023
$25K
to support organization
2023
$25K
EDUCATIONAL PROGRAMS & OTHER STUDENT SVC
2023
$3K
UNRESTRICTED
2023
$2K
GENERAL OPERATING SUPPORT
2023
$1K
PROGRAM/OPERATING SUPPORT
2023
$50K
For grant recipient's exempt purposes
2022
$3K
UNRESTRICTED
2022
$36K
For grant recipient's exempt purposes
2021
$36K
For grant recipient's exempt purposes
2021
$3K
UNRESTRICTED
2021
$61K
For grant recipient's exempt purposes
2020
$36K
For grant recipient's exempt purposes
2019
$32K
For grant recipient's exempt purposes
2018

Funded by

$372K from 9 funders · 18 grants · 2018–2024

Fidelity Investments Charitable Gift Fund

$281K · 7 grants · 2018–2023

University Impact

$35K · 2 grants · 2023–2024

Gqg Partners Community Empowerment

$10K · 1 grant · 2023

The Amg Charitable Foundation

$8K · 1 grant · 2024

Fredrick H Barth Foundation

$8K · 3 grants · 2021–2023

Fundacion Zaqueo

$3K · 1 grant · 2024

Osaic Foundation Inc

$2K · 1 grant · 2023

Details

EIN473393700
NTEE codeB03
Subsection03
Ruling date2015-04
Formed2015
Employees3
YOUNG INVESTORS SOCIETY — Mission, Financials & Grants Received | Grantivo