First Generation Investors Logo

MIP Score

45

Human Services
Financial Counseling

First Generation Investors

Mission

First Generation Investors aims to empower high school students with financial education and literacy through engaging, accessible programs that teach students the value and mechanics of investing. The program provides hands-on experience by granting students funds to invest in select ETFs or mutual funds, fostering a sense of ownership and responsibility for their financial futures.

Basic Information

Tax-Exempt

Address

48 Wall St, New York, New York, 10005

View all New York charities

Founded in

2019

EIN

84-3859483

Total Assets

$295.1 thousand

UN Sustainable Development Goals Supported

This organization contributes to the following United Nations Sustainable Development Goals. See the SDG page for more information.

At a Glance

Empowering Students

Empowering Students

First Generation Investors empowers students with knowledge about financial literacy and investing.

Real Money for Investments

Real Money for Investments

Students receive real money to invest after completing the program.

Join Our Mission

Join Our Mission

Learn how you can get involved and support First Generation Investors.

Impact Stats

2700

Number of students served

Students Taught

First Generation Investors has taught thousands of students across the United States.

$270,000

Total funds invested

Funding for Investments

Invested funds on behalf of students for their learning experience.

5

Years active

Over 5 Years of Operation

Celebrating five years of impactful programming.

Our Programs

8-Week Investment Course

An engaging 8-week course designed to educate high school students on investing and personal finance, culminating in the opportunity to invest.

Learn More

Volunteer Opportunities

Become a Tutor

Join our network of college student volunteers to teach high school students about investing.

Learn More

MIP Score (Beta)

The MIP Score is in beta! We'd love any feedback you may have.

The MIP Score and it's methodology is purely used as a way to visualize how a nonprofits public financial data compares against others. It doesn't reflect the unique circumstances and impact that a nonprofit has.The MIP Score should never be used to say one charity is better than another.

Overall Score

45

24

/100

Program Expense Ratio

62.15%

6

/20

Program Revenue Growth

0.00%

2

/20

Leverage Ratio

0

2

/20

Working Capital Ratio

1.577

12

/20

Fundraising Efficiency

0

2

/20

Latest Filing Data: Form 990

Fiscal Year:2022

Source:Source: Self-reported by organization

Financial Details

Revenue

CategoryAmountPercentage
Contributions, Gifts, and Grants192.7K93.36%
Program Services00.00%
Investment Income1.109K0.54%
Sales of Non-Inventory Assets12.61K6.11%
Other Notable Sources00.00%
Total Revenue206.5K100.00%