Civic Intelligence

Young Investors Society

EIN 47-3393700 • 501(c)3 • Thousand Oaks, CA

Profile

To provide financial and investing education to high school students.

446 Phlox CourtThousand Oaks, CA 91360

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.09x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

49th percentile

1.2%

Higher net margin than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

72nd percentile

15%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

84%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$37,362

Up $4,936 (+15%) from 2023

Liabilities

Up

$3,216

Up $438 (+16%) from 2023

Net Assets

Up

$34,146

Up $4,498 (+15%) from 2023

Operations
Liabilities / Revenue69th percentileNet Margin49th percentile

Revenue

Up

$372,105

Up $170,314 (+84%) from 2023

Expenses

Up

$367,607

Up $131,650 (+56%) from 2023

Net Income

Up

$4,498

Up $38,664 (+113%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2016: $8,627Liabilities 2016: $0Net Assets 2016: $8,6272016Assets 2017: $3,777Net Assets 2017: $3,7772017Assets 2018: $6,196Liabilities 2018: $5,344Net Assets 2018: $8522018Assets 2019: $6,686Liabilities 2019: $18,5742019Assets 2020: $65,218Liabilities 2020: $21,476Net Assets 2020: $43,7422020Assets 2021: $71,846Liabilities 2021: $23,282Net Assets 2021: $48,5642021Assets 2022: $86,903Liabilities 2022: $23,089Net Assets 2022: $63,8142022Assets 2023: $32,426Liabilities 2023: $2,778Net Assets 2023: $29,6482023Assets 2024: $37,362Liabilities 2024: $3,216Net Assets 2024: $34,1462024

Highlighted filing

2024

Assets$37,362
Liabilities$3,216
Net Assets$34,146
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2016: $35,581Expenses 2016: $42,044Net Income 2016: -$6,4632016Revenue 2017: $55,005Expenses 2017: $59,856Net Income 2017: -$4,8512017Revenue 2018: $146,236Expenses 2018: $149,161Net Income 2018: -$2,9252018Revenue 2019: $182,895Expenses 2019: $195,633Net Income 2019: -$12,7382019Revenue 2020: $219,891Expenses 2020: $164,260Net Income 2020: $55,6312020Revenue 2021: $191,833Expenses 2021: $187,011Net Income 2021: $4,8222021Revenue 2022: $227,210Expenses 2022: $211,960Net Income 2022: $15,2502022Revenue 2023: $201,791Expenses 2023: $235,957Net Income 2023: -$34,1662023Revenue 2024: $372,105Expenses 2024: $367,607Net Income 2024: $4,4982024

Highlighted filing

2024

Revenue$372,105
Expenses$367,607
Net Income$4,498
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$37,362
Liabilities
$3,216
Net assets
$34,146
Revenue
$372,105
Expenses
$367,607
Net income
$4,498
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.03$0.34$3.72$3.68$0.04
2023Summary only. Only limited summary data is available for this year.$0.32$0.03$0.30$2.02$2.36$0.34
2022Summary only. Only limited summary data is available for this year.$0.87$0.23$0.64$2.27$2.12$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.23$0.49$1.92$1.87$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.21$0.44$2.20$1.64$0.56
2019Summary only. Only limited summary data is available for this year.$0.07$0.19$1.83$1.96$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.05$0.01$1.46$1.49$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.04$0.55$0.60$0.05
2016Summary only. Only limited summary data is available for this year.$0.09$0.00$0.09$0.36$0.42$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 23, 2025
Return Version
2024v5.1
Gross Receipts
$372,105
Mission and Program Overview

Mission

Provide financial and investing education to high school students.

To provide financial and investing education to high school students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$32,426$37,362▲ $4,936
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$32,426$37,362▲ $4,936
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$2,776$3,214▲ $438
Other Liabilities$2$2→ $0
Total Liabilities$2,778$3,216▲ $438
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$29,648$34,146▲ $4,498
Total Net Assets Fund Balance$29,648$34,146▲ $4,498
Total Liabilities and Net Assets / Fund Balance$32,426$37,362▲ $4,936
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
James FletcherPresident
Lee MackayVice President
Christine TobinBoard Member
Jane WinslowBoard Member
John BowmanBoard Member
Laura GeritzBoard Member
Liz SuBoard Member
Mark Van CottBoard Member
Morgain Conway-grimBoard Member
Oliver DaleyBoard Member
Rowe MichelsBoard Member
Vielcka MansukhaniBoard Member
Dave MilesBoard Members
Patricia BallSecretary
Steve BarrusSecretary
Bryan JackTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$372,105
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$361,228
Change in Net Assets
$4,498

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$30,000Event Cost
Total Noncash Contributions1$30,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$194,720
Salaries, Compensation, and Employee Benefits$172,887
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$121,449$36,256-$157,705
Fees for Services Legal-$14,153-$14,153
Payroll Taxes$10,288$3,011-$13,299
Office Expenses$2,951$9,813-$12,764
Other Employee Benefits$1,412$471-$1,883
Other Expenses$857$1,248-$1,248
Travel$1,220--$1,220
Advertising$860$19-$879
Total Functional Expenses$237,142$130,465$0$367,607
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$2
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Board members review tax return before filing.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Young Investors Society
EIN
47-3393700
Address
446 Phlox Court, Thousand Oaks, CA 91360

Signing Officer

Name
James Fletcher
Title
President
Signed
2025-06-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Fletcher
Formed
2015
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
14
Employees
3

Preparer

Firm
FJ & Associates PLLC
Address
612 N Kays Drive Ste 120, Kaysville, UT 84037
Preparer
Melissa Dennis
Phone
8019271337
Raw XML AppendixShowing 400 of 473 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
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IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt010877
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE FINANCIAL AND INVESTING EDUCATION TO HIGH SCHOOL STUDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt029648
IRS990/NetAssetsOrFundBalancesEOYAmt034146
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt029648
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt034146
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt035500
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09813
IRS990/OfficeExpensesGrp/ProgramServicesAmt02951
IRS990/OfficeExpensesGrp/TotalAmt012764
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0471
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01412
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01883
IRS990/OtherExpensesGrp/Desc0PROGRAM EVENT FEES
IRS990/OtherExpensesGrp/Desc1SPONSORSHIP
IRS990/OtherExpensesGrp/Desc2GENERAL ADMINISTRATIVE FEE
IRS990/OtherExpensesGrp/Desc3WEBSITE FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt064522
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1972
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21248
IRS990/OtherExpensesGrp/ProgramServicesAmt087917
IRS990/OtherExpensesGrp/ProgramServicesAmt110188
IRS990/OtherExpensesGrp/ProgramServicesAmt2857
IRS990/OtherExpensesGrp/TotalAmt0152439
IRS990/OtherExpensesGrp/TotalAmt110188
IRS990/OtherExpensesGrp/TotalAmt21829
IRS990/OtherExpensesGrp/TotalAmt31248
IRS990/OtherLiabilitiesGrp/BOYAmt02
IRS990/OtherLiabilitiesGrp/EOYAmt02
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt036256
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0121449
IRS990/OtherSalariesAndWagesGrp/TotalAmt0157705
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03011
IRS990/PayrollTaxesGrp/ProgramServicesAmt010288
IRS990/PayrollTaxesGrp/TotalAmt013299
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0James Fletcher
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0201791
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt088774
IRS990/PYRevenuesLessExpensesAmt0-34166
IRS990/PYSalariesCompEmpBnftPaidAmt0147183
IRS990/PYTotalExpensesAmt0235957
IRS990/PYTotalRevenueAmt0201791
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt04498
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0372105
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0201791
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0227210
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0191833
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0219891
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01212830
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01212830
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0372105
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0201791
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0227210
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0191833
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0219891
IRS990ScheduleA/Total509Grp/TotalAmt01212830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0372105
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0201791
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0227210
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0191833
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0219891
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01212830
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/TotalLiabilityAmt02
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0BLOOMBERG FEE
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0EVENT COST
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt030000
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS REVIEW TAX RETURN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b

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