Nonprofit · EIN 47-3393700
YOUNG INVESTORS SOCIETY
Tax-exempt · THOUSAND OAKS, CA 91360
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $610,895 | $484,839 | $126,056 | $165,954 | $4,077 | $161,877 |
| December 31, 2024 | 990 | $372,105 | $367,607 | $4,498 | $37,362 | $3,216 | $34,146 |
| December 31, 2023 | 990 | $201,791 | $235,957 | -$34,166 | $32,426 | $2,778 | $29,648 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $610,895
- Membership dues
- $37,740
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $203,552
- Salaries, compensation and benefits (total)
- $221,841
- Professional fundraising fees
- $0
- Legal fees
- $10,793
- Program services (functional)
- $336,993
- Management and general (functional)
- $87,681
- Fundraising (functional)
- $60,165
Balance sheet and other
- Total assets, start of year
- $37,362
- Total assets, end of year
- $165,954
- Total liabilities, end of year
- $4,077
- Net assets, end of year
- $161,877
- Net assets without donor restrictions
- $161,877
- Gross receipts
- $610,895
- Employees
- 3
- Year formed
- 2015
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZ SU | Board Member Trustee or director | 0 | $0 |
| Mark Van Cott | Board Member Trustee or director | 0 | $0 |
| Dave Miles | Board Members Trustee or director | 0 | $0 |
| Steve Barrus | Secretary Trustee or director | 0 | $0 |
| John Bowman | Board Member Trustee or director | 0 | $0 |
| MORGAIN CONWAY-GRIM | Board Member Trustee or director | 0 | $0 |
| Vielcka Mansukhani | Board Member Trustee or director | 0 | $0 |
| OLIVER DALEY | Board Member Trustee or director | 0 | $0 |
| Bryan Jack | Treasurer Trustee or director | 0 | $0 |
| LAURA GERITZ | Board Member Trustee or director | 0 | $0 |
| Lee Mackay | Vice President Trustee or director | 0 | $0 |
| James Fletcher | President Trustee or director | 0 | $0 |
| Jane Winslow | Board Member Trustee or director | 0 | $0 |
| Patricia Ball | Secretary Trustee or director | 0 | $0 |
| Rowe Michels | Board Member Trustee or director | 0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Christine Tobin | Board Member Trustee or director | 0 | $0 |
990 for the year ended December 31, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZ SU | Board Member Trustee or director | 0 | $0 |
| Mark Van Cott | Board Member Trustee or director | 0 | $0 |
| Dave Miles | Board Members Trustee or director | 0 | $0 |
| Steve Barrus | Secretary Trustee or director | 0 | $0 |
| John Bowman | Board Member Trustee or director | 0 | $0 |
| MORGAIN CONWAY-GRIM | Board Member Trustee or director | 0 | $0 |
| Vielcka Mansukhani | Board Member Trustee or director | 0 | $0 |
| OLIVER DALEY | Board Member Trustee or director | 0 | $0 |
| Bryan Jack | Treasurer Trustee or director | 0 | $0 |
| LAURA GERITZ | Board Member Trustee or director | 0 | $0 |
| Lee Mackay | Vice President Trustee or director | 0 | $0 |
| James Fletcher | President Trustee or director | 0 | $0 |
| Jane Winslow | Board Member Trustee or director | 0 | $0 |
| Patricia Ball | Secretary Trustee or director | 0 | $0 |
| Rowe Michels | Board Member Trustee or director | 0 | $0 |
| Christine Tobin | Board Member Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZ SU | Board Member Trustee or director | 0 | $0 |
| Mark Van Cott | Board Member Trustee or director | 0 | $0 |
| Dave Miles | Board Members Trustee or director | 0 | $0 |
| Steve Barrus | Secretary Trustee or director | 0 | $0 |
| John Bowman | Board Member Trustee or director | 0 | $0 |
| MORGAIN CONWAY-GRIM | Board Member Trustee or director | 0 | $0 |
| Vielcka Mansukhani | Board Member Trustee or director | 0 | $0 |
| OLIVER DALEY | Board Member Trustee or director | 0 | $0 |
| Bryan Jack | Treasurer Trustee or director | 0 | $0 |
| LAURA GERITZ | Board Member Trustee or director | 0 | $0 |
| Lee Mackay | Vice President Trustee or director | 0 | $0 |
| James Fletcher | President Trustee or director | 0 | $0 |
| Jane Winslow | Board Member Trustee or director | 0 | $0 |
| Patricia Ball | Secretary Trustee or director | 0 | $0 |
| Rowe Michels | Board Member Trustee or director | 0 | $0 |
| Christine Tobin | Board Member Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 446 PHLOX CT, THOUSAND OAKS, CA 91360-1436
- In care of
- % JAMES FLETCHER
- Mailing address (990-N for 2015)
- 5551 Colody Drive, Agoura Hills CA 91301
- Principal officer (990 for 2025)
- James Fletcher, 446 Phlox Court, Thousand Oaks, CA 91360
- Principal officer (990-N for 2015)
- James Fletcher, 5551 Colody Drive, Agoura Hills CA 91301
- Signed the 990
- James Fletcher, President
- Return prepared by
- FJ & Associates PLLC
California records
California keeps its own records of charities and corporations. Search them by EIN 47-3393700 or by the name YOUNG INVESTORS SOCIETY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE FINANCIAL AND INVESTING EDUCATION TO HIGH SCHOOL STUDENTS.
Program accomplishments
- 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.Expenses $336,993
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-3393700
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B03)
- Assets (IRS master file)
- $165,954
- Income (IRS master file)
- $610,895
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $610,895 | $484,839 | $165,954 | XML |
| 990 | December 2024 | $372,105 | $367,607 | $37,362 | XML |
| 990 | December 2023 | $201,791 | $235,957 | $32,426 | XML |
| 990 | December 2022 | $227,210 | $211,960 | $86,903 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2015 Officer: James Fletcher | December 31, 2015 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-3393700).
Questions about YOUNG INVESTORS SOCIETY
- What is the EIN of YOUNG INVESTORS SOCIETY?
- The employer identification number (EIN) of YOUNG INVESTORS SOCIETY is 47-3393700.
- Is YOUNG INVESTORS SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to YOUNG INVESTORS SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does YOUNG INVESTORS SOCIETY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of YOUNG INVESTORS SOCIETY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did YOUNG INVESTORS SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of YOUNG INVESTORS SOCIETY?
- The 990 for the year ended December 31, 2025 names James Fletcher.
- Who are the officers and directors of YOUNG INVESTORS SOCIETY?
- The 990 for the year ended December 31, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does YOUNG INVESTORS SOCIETY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $610,895, expenses of $484,839 and total assets of $165,954 at year end.
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