FIRST GENERATION INVESTORS

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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

2019

Legal Domicile

Principal Officer

STEPHANIE PRESSLEY

Phone

6462593243

Tax Period

2023-01-01 to 2023-12-31

FIRST GENERATION INVESTORS, founded in 2019, is a small nonprofit in the Human Services sector that reported $359K in total revenue in fiscal year 2023. Revenue surged 74% from the prior year, signaling strong growth momentum. The organization ran a surplus of $61K, a strong 17% operating margin.

Mission

FIRST GENERATION INVESTORS (FGI) IS A NON-PROFIT 501(C)(3) ORGANIZATION THAT TEACHES HIGH SCHOOL STUDENTS THE POWER OF INVESTING AND BRINGS CLASSROOM LESSONS TO LIFE BY PROVIDING STUDENTS WITH REAL MONEY TO INVEST.

Program Service Accomplishments

Program 1

Expenses: $177,095

FGI PROVIDES AN 8 LESSON COURSE FOR HIGH SCHOOL STUDENTS BY ALIGNING WITH HIGH SCHOOLS AND SCHOOL DISTRICTS. THE PROGRAM IS FACILITATED BY TUTORS AT LOCAL COLLEGES AND UNIVERSITIES OR TEACHERS...

FGI PROVIDES AN 8 LESSON COURSE FOR HIGH SCHOOL STUDENTS BY ALIGNING WITH HIGH SCHOOLS AND SCHOOL DISTRICTS. THE PROGRAM IS FACILITATED BY TUTORS AT LOCAL COLLEGES AND UNIVERSITIES OR TEACHERS. STUDENTS WHO COMPLETE THE PROGRAM AND PARTICIPATE IN THE CAPSTONE PROJECT WILL RECEIVE $100 TO INVEST IN A SELECT GROUP OF INVESTMENT FUNDS IDENTIFIED BY FGI. A PARTICIPANT'S INVESTMENT IS HELD IN FGI'S INVESTMENT ACCOUNT UNTIL SUCH PARTICIPANT SATISFIES THE FOLLOWING CRITERIA (1) SUCH PARTICIPANT HAS GRADUATED HIGH SCHOOL, AND (2) SUCH PARTICIPANT HAS REACHED THE AGE OF 18. ONCE THESE CRITERIA ARE MET, THE CURRENT VALUE OF THEIR INITIAL INVESTMENT, AS REFLECTED IN FGI'S INVESTMENT ACCOUNT, SHALL BE TRANSFERRED TO AN INVESTMENT ACCOUNT IN SUCH PARTICIPANT'S NAME DESIGNATED IN WRITING BY SUCH PARTICIPANT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $346,407

Program Service Revenue $0

Investment Income $12,568

Other Revenue $0

TOTAL REVENUE $358,975

Expense Breakdown

Grants Paid $0

Salaries & Benefits $221,149

Fundraising Expenses $0

Program Expenses $177,095

Other Expenses $76,788

TOTAL EXPENSES $297,937

Year-over-Year Comparison

	2023	2022	Change
Revenue	$358,975	$206,455	+0.7%
Expenses	$297,937	$187,105	+0.6%
Net Income	$61,038	$19,350	+2.2%

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

311

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

$115,521

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DYLAN INGERMAN	CO-CHAIRMAN	10.00	Officer Director	$0	$0	$0
COLE MATTOX	CO-CHAIRMAN	6.00	Officer Director	$0	$0	$0
BLAKE KERNAN	SECRETARY	1.00	Officer Director	$0	$0	$0
ALEX INGERMAN	DIRECTOR	5.00	Director	$0	$0	$0
JOSEPH KAKKIS	TREASURER	3.00	Officer Director	$0	$0	$0
PAUL GERMAIN	DIRECTOR	3.00	Director	$0	$0	$0
STEPHANIE PRESSLEY	EXECUTIVE DIRECTOR	40.00	Officer	$115,521	$0	$115,521

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	No data	No data	No data	No data
2023	$358,975	$297,937	$355,038	$61,038
2022	$206,455	$187,105	$295,069	$19,350
2021	$222,313	$16,867	$285,576	$205,446