Young Investors Society

Investors Can Change the World

Thousand Oaks, CA   |  https://yis.org/

Mission

Young Investors Society provides quality financial literacy education and programs to students from all backgrounds and socio-economic levels. We aim to teach finance and investing skills that will last a lifetime and empower students to take control of their financial future.

Ruling year info

2015

President

James Fletcher

Main address

446 Phlox Ct.

Thousand Oaks, CA 91360 USA

Show more contact info

EIN

47-3393700

NTEE code info

Professional Societies & Associations (B03)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Problem: • Two-thirds of High School students fail a basic financial literacy test (JumpStart). • 56% of Americans have less than $10,000 saved for retirement (GoBankingRates). • 76% of college students wish they had more help to prepare for their financial futures (KeyBank).

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Access Initiative

The YIS Access initiative provides access to FREE, quality, financial literacy education, mentorship, STEM career education, and scholarships to a variety of talented students in under-resourced communities. We would like to provide financial literacy education to under-resourced communities that otherwise would not have access to finance programs due to demographics, income levels and other socio-economic disparities among communities, increase minorities and women in finance and STEM careers and empower youth to take an active role in their financial future.

Population(s) Served
Adolescents
Preteens
Ethnic and racial groups
Students
Teachers

To ensure a rich experience, YIS will teach students to create life-changing habits of saving and investing in a fun team environment. Each local chapter will learn about personal finance, saving and long- term investment strategies, including subjects on accounting, business ethics, economics, finance, and entrepreneurship. Students will compete with other YIS students using the MyYIS Portfolio, gain leadership experience and learn many life lessons (e.g. hard work, patience, teamwork, etc.) They will also have an opportunity to participate in all YIS programs.

Population(s) Served

YIS helps students to start saving one dollar per day into a personal brokerage account, and investing it. Students learn the power of compound interest and start to actively save for retirement. They can also compete for a donor match scholarship by submitting a brief essay. This year, 100 students were awarded matching scholarships. This program helps students develop the lifetime habit of saving and investing for retirement as well as to understand the value of long-term decisions.

Population(s) Served
Adolescents
Ethnic and racial groups
Teachers
Adolescents
Ethnic and racial groups
Teachers
Students
Adolescents
Ethnic and racial groups
Teachers
Students

This competition is the culmination of investment skills gained during the year and provides high school students hands-on mentoring in financial analysis. Students (individually or in teams of two) create a “best stock idea” and analyze a publicly traded company. Each student/team writes a report on their chosen company with a “Buy” or “Sell” recommendation and then defends their analysis in a written report and brief to a panel of industry professionals. The winner of each local competition advances to the regionals, and then to the global final, where one team emerges as the Global Stock Pitch Champion. Local, regional and global competitions occur between April and May every year. The competition rewards long-term thinking, original business analysis, and presentation skills.

Population(s) Served
Adolescents
Ethnic and racial groups
Teachers
Students

This is the highest achievement within Young Investors Society. Students qualify by studying for and passing a rigorous 60-question finance exam, participating in the stock pitch competition, engaging in community service and maintaining a high GPA. The CYIA® Designation is recognized by a growing number of universities and firms as an honor for teenagers around the world.

Population(s) Served
Adolescents
Students
Teachers
Ethnic and racial groups
Adolescents
Students
Teachers
Ethnic and racial groups

Where we work

Awards

Financial Education Champion 2021

Investor and Financial Education Council

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Objectives
• Increase access to financial literacy programs to under-resourced communities.
• Expose students to a variety of careers available in financial markets and STEM disciplines via Mentorship programs.
• Raise awareness that financial market and STEM opportunities are available to students regardless of gender, race, or socio-economic status.
• Enable students to apply observational, practical, modeling, inquiry, and problem-solving skills in finance related coursework.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • Who are the people you serve with your mission?

    High School Students & Teachers

  • How is your organization collecting feedback from the people you serve?

    Electronic surveys (by email, tablet, etc.), Focus groups or interviews (by phone or in person),

  • How is your organization using feedback from the people you serve?

    To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To understand people's needs and how we can help them achieve their goals,

  • What significant change resulted from feedback?

    Student Advisory Board proposed a "Suggested Donation" campaign instead of annual membership dues, so we implemented a pilot campaign this year. Students suggested topics for Investment Symposiums, workshops, and curriculum lessons.

  • With whom is the organization sharing feedback?

    Our staff, Our board, Our funders, Our community partners,

  • How has asking for feedback from the people you serve changed your relationship?

    Students and teachers benefit from our wide variety of curriculum topics gathered from feedback.

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We act on the feedback we receive,

  • What challenges does the organization face when collecting feedback?

    We don't have any major challenges to collecting feedback,

Financials

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Operations

The people, governance practices, and partners that make the organization tick.

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lock

Connect with nonprofit leaders

Subscribe

Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

Young Investors Society

Board of directors
as of 10/12/2021
SOURCE: Self-reported by organization
Board chair

James Fletcher

Young Investors Society

Term: 2014 - 2024

Jane Winslow

Young Investors Society

Bryan Jack

Young Investors Society

Patricia Ball

Young Investors Society

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Not applicable
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 10/11/2021

Who works and leads organizations that serve our diverse communities? GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Male, Not transgender (cisgender)
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

 

Sexual orientation

No data

Disability

We do not display disability information for organizations with fewer than 15 staff.

Equity strategies

Last updated: 10/11/2021

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We analyze disaggregated data and root causes of race disparities that impact the organization's programs, portfolios, and the populations served.
  • We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
  • We disaggregate data by demographics, including race, in every policy and program measured.
  • We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Policies and processes
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.