Young Investors Society

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

James Fletcher

Tax Period

2024-01-01 to 2024-12-31

Young Investors Society, founded in 2015, is a small nonprofit in the Education sector that reported $372K in total revenue in fiscal year 2024. Revenue surged 84% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE FINANCIAL AND INVESTING EDUCATION TO HIGH SCHOOL STUDENTS.

Program Service Accomplishments

Program 1

Expenses: $237,142

CONTRIBUTIONS RECEIVED AND EXPENSES USED FOR GENERAL AND ADMINISTRATIVE PURPOSES. THE ORGANIZATION RECEIVED DONATIONS FOR THE PRODUCTION OF EDUCATION MODULES, TEACHER SUPPORT, WEBSITE DEVELOPMENT...

CONTRIBUTIONS RECEIVED AND EXPENSES USED FOR GENERAL AND ADMINISTRATIVE PURPOSES. THE ORGANIZATION RECEIVED DONATIONS FOR THE PRODUCTION OF EDUCATION MODULES, TEACHER SUPPORT, WEBSITE DEVELOPMENT, SOFTWARE LICENSES, AND OTHER GENERAL AND ADMINISTRATIVE EXPENSES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $372,105

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $372,105

Expense Breakdown

Grants Paid $0

Salaries & Benefits $172,887

Fundraising Expenses $0

Program Expenses $237,142

Other Expenses $194,720

TOTAL EXPENSES $367,607

Year-over-Year Comparison

	2024	2023	Change
Revenue	$372,105	$201,791	+0.8%
Expenses	$367,607	$235,957	+0.6%
Net Income	$4,498	$-34,166	-1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
LIZ SU	Board Member	Director	$0	$0	$0
Mark Van Cott	Board Member	Director	$0	$0	$0
Dave Miles	Board Members	Director	$0	$0	$0
Steve Barrus	Secretary	Director	$0	$0	$0
John Bowman	Board Member	Director	$0	$0	$0
MORGAIN CONWAY-GRIM	Board Member	Director	$0	$0	$0
Vielcka Mansukhani	Board Member	Director	$0	$0	$0
OLIVER DALEY	Board Member	Director	$0	$0	$0
Bryan Jack	Treasurer	Director	$0	$0	$0
LAURA GERITZ	Board Member	Director	$0	$0	$0
Lee Mackay	Vice President	Director	$0	$0	$0
James Fletcher	President	Director	$0	$0	$0
Jane Winslow	Board Member	Director	$0	$0	$0
Patricia Ball	Secretary	Director	$0	$0	$0
Rowe Michels	Board Member	Director	$0	$0	$0
Christine Tobin	Board Member	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$372,105	$367,607	$37,362	$4,498
2023	$201,791	$235,957	$32,426	$-34,166
2022	$227,210	$211,960	$86,903	$15,250
2021	$191,833	$187,011	$71,846	$4,822
2020	$219,891	$164,260	$65,218	$55,631