Public Charity

Young Investors Society

Based in Thousand Oaks, CA, Young Investors Society operates as a Public Charity. The organization reported $372K in revenue, $368K in expenses, $37K in total assets for fiscal year 2024. Imperigo tracks 13 reported grant relationships connected to this organization totaling approximately $418K.

EIN: 473393700 Thousand Oaks, CA Latest filing: 2024
Total Revenue$372K
Total Expenses$368K
Total Assets$37K
Grant Records13
Funding Total$418K
Filing Years2019–2024

Mission

TO PROVIDE FINANCIAL AND INVESTING EDUCATION TO HIGH SCHOOL STUDENTS.

Officers & Directors

Treasurer Bryan Jack
Board Member Christine Tobin
Board Members Dave Miles
President James Fletcher
Board Member Jane Winslow
Board Member John Bowman

Officer compensation and complete director data available with membership.

Top Grant Purposes

For grant recipient's exempt purposes
$352,060 9 grants
EDUCATIONAL PROGRAMS & OTHER STUDENT SVC
$25,000 1 grant
to support organization
$25,000 1 grant
To support organization
$10,000 1 grant
EDUCATION
$6,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $372K $368K $37K
2023 $202K $236K $32K
2022 $227K $212K $87K
2020 $220K $164K $65K
2019 $183K $196K $7K

Between 2019 and 2024, reported annual revenue grew from $183K to $372K (+103%), with total assets most recently reported at $37K.

Interactive year-over-year charts and full filing details available with membership.

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