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    First Generation Investors Logo

    MIP Score

    45

    Human Services
    Financial Counseling

    First Generation Investors

    First Generation Investors Logo

    First Generation Investors

    Human Services
    Financial Counseling
    48 Wall St, New York, New York, 10005View all New York charities
    EIN: 84-3859483
    Total Assets: $295.1 thousand
    Established in 2019

    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.

    Read more on their website →

    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

    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.

    Showing 2 of 2 goals

    Goal 4

    Quality Education

    Goal 8

    Decent Work and Economic Growth

    Goal 4

    Quality Education

    Goal 8

    Decent Work and Economic Growth

    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%

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