AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS
Cite this
Plain text AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS. furp.org, nonprofit organization profile, tax years 2016–2024. https://furp.org/org/american-association-of-individual-investors-362976274. Retrieved 2026-11-03.
APA furp.org. (n.d.). AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS [Nonprofit organization profile; tax years 2016–2024]. Retrieved November 3, 2026, from https://furp.org/org/american-association-of-individual-investors-362976274
MLA “AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS.” furp.org, tax years 2016–2024, https://furp.org/org/american-association-of-individual-investors-362976274. Accessed 3 Nov. 2026.
Retrieved 2026-11-03; covers tax years 2016–2024. Data: furp.org, CC BY 4.0.
No SEC Form D on file. What that means
2024 · Form 990 · revenue $5.9M · expenses $5.8M · assets $1.3M
- EIN
- 36-2976274
- Address
- 625 N MICHIGAN AVE STE 1720, CHICAGO, IL 60611-3175
- Website
- www.aaii.com
- NTEE code
- W60
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- February 2017 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity, 509(a)(2)
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS IS AN INDEPENDENT NONPROFIT CORPORATION FORMED IN 1978 FOR THE PURPOSE OF ASSISTING INDIVIDUALS IN BECOMING EFFECTIVE MANAGERS OF THEIR OWN ASSETS THROUGH PROGRAMS OF EDUCATION INFORMATION AND RESEARCH.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
22 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| John Bajkowski | PRESIDENT | 2016-2024 | $207,443 | $1,832,283 | 1 |
| Charles Rotblut | VP EDITOR | 2016-2024 | $202,875 | $1,535,372 | 1 |
| Donna Carone | CONTROLLER | 2016-2024 | $175,199 | $1,184,305 | 1 |
| Nick Powell | IT DIRECTOR | 2016-2024 | $182,935 | $1,153,387 | 1 |
| Wayne Thorp | VP SR FINANCIAL ANALYST | 2016-2024 | $158,121 | $1,147,881 | 1 |
| Jean Henrich | MANAGING EDITOR | 2020-2024 | $135,808 | $386,647 | 1 |
| Mohan Rambukkana Maggana | WEB DEVELOPER | 2024 | $129,518 | $129,518 | 1 |
| Korbert Smith | MARKETING DIRECTOR | 2024 | $122,782 | $122,782 | 1 |
| John Markese | CHAIRMAN | 2016-2024 | $0 | $86,052 | 1 |
| Lloyd Shefsky | DIRECTOR | 2016-2024 | $0 | $86,052 | 1 |
| Jia Peng | DIRECTOR | 2022-2024 | $0 | $14,342 | 1 |
| Harry Madorin (former) | VP OPERATIONS | 2016-2023 | $121,997 | $1,212,540 | 1 |
| Peter Nguyen (former) | VP MARKETING | 2016-2023 | $133,549 | $908,620 | 1 |
| Adam Pfeffer (former) | MARKETING | 2016-2019 | $147,353 | $374,762 | 1 |
| Derek Hageman (former) | FINIANCIAL ANALYST/EDITOR | 2021-2022 | $110,308 | $215,308 | 1 |
| James Cloonan (former) | CHAIRMAN | 2016 | $194,379 | $194,379 | 1 |
| Ryan Siska (former) | PRODUCT MANAGER | 2023 | $148,897 | $148,897 | 1 |
| Appaiah Kuppanda (former) | SOFTWARE PRODUCT SPECIALIST | 2023 | $130,654 | $130,654 | 1 |
| Mohan Rambukkana Magganage (former) | WEB DEVELOPER | 2023 | $121,523 | $121,523 | 1 |
| Mohan Perera (former) | WEB DIVELOPER | 2022 | $117,371 | $117,371 | 1 |
| George W Gau (former) | DIRECTOR | 2016-2019 | $14,342 | $28,684 | 1 |
| Byron Pollack (former) | DIRECTOR | 2016 | $14,342 | $14,342 | 1 |
Officers and directors, no compensation reported
1 person listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Elizabeth Huldin | DIRECTOR | 2024 | 0 | $0 reported | 1 |
People by year
2024 · 12 people listed · 8 paid, $1.3M · 37 employees · 242 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN BAJKOWSKI | PRESIDENT | 0 | $177,230 | $0 | $30,213 | $207,443 | 1 |
| CHARLES ROTBLUT | VP EDITOR | 0 | $179,350 | $0 | $23,525 | $202,875 | 1 |
| NICK POWELL | IT DIRECTOR | 0 | $155,000 | $0 | $27,935 | $182,935 | 1 |
| DONNA CARONE | CONTROLLER | 0 | $160,999 | $0 | $14,200 | $175,199 | 1 |
| WAYNE THORP | VP SR FINANCIAL ANALYST | 0 | $150,451 | $0 | $7,670 | $158,121 | 1 |
| JEAN HENRICH | MANAGING EDITOR | 0 | $106,364 | $0 | $29,444 | $135,808 | 1 |
| MOHAN RAMBUKKANA MAGGANA | WEB DEVELOPER | 0 | $117,963 | $0 | $11,555 | $129,518 | 1 |
| KORBERT SMITH | MARKETING DIRECTOR | 0 | $122,782 | $0 | $0 | $122,782 | 1 |
| JOHN MARKESE | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| LLOYD SHEFSKY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| JIA PENG | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH HULDIN | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2023 · 13 people listed · 13 paid, $1.7M · 41 employees · 290 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN BAJKOWSKI | PRESIDENT | 0 | $193,842 | $0 | $28,371 | $222,213 | 1 |
| CHARLES ROTBLUT | VP EDITOR | 0 | $190,708 | $0 | $21,772 | $212,480 | 1 |
| NICK POWELL | IT DIRECTOR | 0 | $155,000 | $0 | $26,379 | $181,379 | 1 |
| DONNA CARONE | CONTROLLER | 0 | $160,999 | $0 | $13,377 | $174,376 | 1 |
| WAYNE THORP | VP SR FINANCIAL ANALYST | 0 | $159,298 | $0 | $7,078 | $166,376 | 1 |
| RYAN SISKA | PRODUCT MANAGER | 0 | $146,188 | $0 | $2,709 | $148,897 | 1 |
| PETER NGUYEN | VP MARKETING | 0 | $117,307 | $0 | $16,242 | $133,549 | 1 |
| APPAIAH KUPPANDA | SOFTWARE PRODUCT SPECIALIST | 0 | $130,654 | $0 | $0 | $130,654 | 1 |
| HARRY MADORIN | VP OPERATIONS | 0 | $102,587 | $0 | $19,410 | $121,997 | 1 |
| MOHAN RAMBUKKANA MAGGANAGE | WEB DEVELOPER | 0 | $118,400 | $0 | $3,123 | $121,523 | 1 |
| JOHN MARKESE | CHAIRMAN | 0 | $19,026 | $0 | $0 | $19,026 | 1 |
| LLOYD SHEFSKY | DIRECTOR | 0 | $19,026 | $0 | $0 | $19,026 | 1 |
| JIA PENG | DIRECTOR | 0 | $14,342 | $0 | $0 | $14,342 | 1 |
2022 · 13 people listed · 12 paid, $1.7M · 44 employees · 355 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN BAJKOWSKI | PRESIDENT/CEO | 40 | $211,525 | $0 | $32,193 | $243,718 | 1 |
| CHARLES ROTBLUT | VP EDITOR | 40 | $202,124 | $0 | $25,638 | $227,762 | 1 |
| WAYNE THORP | VP SR FIN ANALYST | 40 | $167,010 | $0 | $11,190 | $178,200 | 1 |
| PETER NGUYEN | VP DIRECTOR OF MARKETING | 40 | $153,853 | $0 | $22,582 | $176,435 | 1 |
| DONNA CARONE | CONTROLLER | 40 | $160,615 | $0 | $12,491 | $173,106 | 1 |
| NICK POWELL | IT DIRECTOR | 40 | $135,000 | $0 | $24,368 | $159,368 | 1 |
| HARRY MADORIN | SENIOR VP OPERATIONS/SECRE | 40 | $122,206 | $0 | $27,618 | $149,824 | 1 |
| JEAN HENRICH | MANAGING EDITOR | 40 | $100,679 | $0 | $25,808 | $126,487 | 1 |
| MOHAN PERERA | WEB DIVELOPER | 40 | $106,579 | $0 | $10,792 | $117,371 | 1 |
| DEREK HAGEMAN | FINIANCIAL ANALYST/EDITOR | 40 | $110,308 | $0 | $0 | $110,308 | 1 |
| JOHN MARKESE | CHAIR | 2 | $12,000 | $0 | $0 | $12,000 | 1 |
| LLOYD SHEFSKY | DIRECTOR | 2 | $12,000 | $0 | $0 | $12,000 | 1 |
| JIA PENG | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2021 · 10 people listed · 10 paid, $1.4M · 45 employees · 355 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN BAJKOWSKI | PRESIDENT/CEO | 40 | $210,365 | $0 | $22,730 | $233,095 | 1 |
| CHARLES ROTBLUT | VP EDITOR | 40 | $202,069 | $0 | $17,940 | $220,009 | 1 |
| HARRY MADORIN | SENIOR VP OPERATIONS/SECRETARY | 40 | $169,261 | $0 | $21,828 | $191,089 | 1 |
| DONNA CARONE | CONTROLLER | 40 | $156,000 | $0 | $11,375 | $167,375 | 1 |
| WAYNE THORP | VP SR FIN ANALYST | 40 | $153,134 | $0 | $5,857 | $158,991 | 1 |
| NICK POWELL | IS DIRECTOR | 40 | $135,000 | $0 | $22,431 | $157,431 | 1 |
| PETER NGUYEN | MARKETING DIRECTOR | 40 | $136,338 | $0 | $16,961 | $153,299 | 1 |
| DEREK HAGEMAN | FINIANCIAL ANALYST/EDITOR | 40 | $105,000 | $0 | $0 | $105,000 | 1 |
| JOHN MARKESE | CHAIR | 2 | $12,000 | $0 | $0 | $12,000 | 1 |
| LLOYD SHEFSKY | DIRECTOR | 2 | $12,000 | $0 | $0 | $12,000 | 1 |
2020 · 10 people listed · 10 paid, $1.6M · 35 employees · 355 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN BAJKOWSKI | PRESIDENT CEO | 40 | $256,537 | $0 | $32,618 | $289,155 | 1 |
| HARRY MADORIN | SR VP OPERATIONS SECRETARY | 40 | $207,093 | $0 | $25,727 | $232,820 | 1 |
| CHARLES ROTBLUT | VP EDITOR | 40 | $208,724 | $0 | $21,315 | $230,039 | 1 |
| DONNA CARONE | CONTROLLER | 40 | $160,845 | $0 | $14,299 | $175,144 | 1 |
| WAYNE THORP | VP SR FINANCIAL ANALYST | 40 | $157,948 | $0 | $9,180 | $167,128 | 1 |
| NICK POWELL | IT DIRECTOR | 40 | $138,602 | $0 | $23,949 | $162,551 | 1 |
| PETER NGUYEN | MARKETING DIRECTOR | 40 | $140,952 | $0 | $19,363 | $160,315 | 1 |
| JEAN HENRICH | MANAGING EDITOR | 40 | $100,156 | $0 | $24,196 | $124,352 | 1 |
| JOHN MARKESE | CHAIRMAN | 2 | $14,342 | $0 | $0 | $14,342 | 1 |
| LLOYD SHEFSKY | DIRECTOR | 2 | $14,342 | $0 | $0 | $14,342 | 1 |
2019 · 11 people listed · 11 paid, $1.6M · 37 employees · 386 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN BAJKOWSKI | PRESIDENT/CEO | 40 | $281,092 | $0 | $39,104 | $320,196 | 1 |
| HARRY MADORIN | SR VP OPERATIONS/SECRETAR | 40 | $228,008 | $0 | $31,221 | $259,229 | 1 |
| CHARLES ROTBLUT | VP EDITOR | 40 | $199,747 | $0 | $26,093 | $225,840 | 1 |
| WAYNE THORP | VP SR FIN ANALYST | 40 | $149,498 | $0 | $14,211 | $163,709 | 1 |
| DONNA CARONE | CONTROLLER | 40 | $143,822 | $0 | $17,838 | $161,660 | 1 |
| PETER NGUYEN | WEB MANAGER | 40 | $135,121 | $0 | $24,370 | $159,491 | 1 |
| NICK POWELL | IS DIRECTOR | 40 | $132,480 | $0 | $26,641 | $159,121 | 1 |
| ADAM PFEFFER | MARKETING | 40 | $115,743 | $0 | $31,610 | $147,353 | 1 |
| JOHN MARKESE | VICE CHAIRMAN/CHAIR | 2 | $14,342 | $0 | $0 | $14,342 | 1 |
| LLOYD SHEFSKY | DIRECTOR | 2 | $14,342 | $0 | $0 | $14,342 | 1 |
| GEORGE W GAU | DIRECTOR | 2 | $14,342 | $0 | $0 | $14,342 | 1 |
2016 · 13 people listed · 13 paid, $1.9M · 30 employees · 401 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN BAJKOWSKI | PRESIDENT/CEO | 40 | $284,407 | $0 | $32,056 | $316,463 | 1 |
| HARRY MADORIN | SR VP OPERATIONS/SECRETARY | 40 | $229,798 | $0 | $27,783 | $257,581 | 1 |
| ADAM PFEFFER | VP MARKETING | 40 | $198,382 | $0 | $29,027 | $227,409 | 1 |
| CHARLES ROTBLUT | VP EDITOR | 40 | $193,640 | $0 | $22,727 | $216,367 | 1 |
| JAMES CLOONAN | CHAIRMAN | 32 | $164,442 | $0 | $29,937 | $194,379 | 1 |
| DONNA CARONE | CONTROLLER | 40 | $141,870 | $0 | $15,575 | $157,445 | 1 |
| WAYNE THORP | VP SR FIN ANALYST | 40 | $143,349 | $0 | $12,007 | $155,356 | 1 |
| NICK POWELL | IS DIRECTOR | 40 | $127,382 | $0 | $23,220 | $150,602 | 1 |
| PETER NGUYEN | WEB MANAGER | 40 | $108,428 | $0 | $17,103 | $125,531 | 1 |
| JOHN MARKESE | VICE CHAIRMAN | 2 | $14,342 | $0 | $0 | $14,342 | 1 |
| BYRON POLLACK | DIRECTOR | 2 | $14,342 | $0 | $0 | $14,342 | 1 |
| LLOYD SHEFSKY | DIRECTOR | 2 | $14,342 | $0 | $0 | $14,342 | 1 |
| GEORGE W GAU | DIRECTOR | 2 | $14,342 | $0 | $0 | $14,342 | 1 |
Highest-paid independent contractors
2024 · 3 contractors · $604K
| Name | Location | Service | Paid |
|---|---|---|---|
| REFINITIV | BOSTON, MA | DATA PROVIDER | $276,100 |
| LSC COMMUNICATIONS | PHILADELPHIA, PA | MAILING HOUSE | $188,457 |
| S & P GLOBAL MARKET INTELLIGENCE | CHICAGO, IL | DATA PROVIDER | $138,975 |
2023 · 4 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| LSC COMMUNICATIONS | PHILADELPIA, PA | MAILING HOUSE | $352,530 |
| REFINITIV | BOSTON, MA | DATA PROVIDER | $341,467 |
| GH PRINTING | DOWNERS GROVE, IL | PRINTER | $287,342 |
| SUBURBAN MAILING SERVICES | OAK BROOK, IL | MAILING SERVICES | $131,788 |
2022 · 4 contractors · $1.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| LSC COMMUNICATIONS | BOSTON, MA | MAILING HOUSE | $345,399 |
| REFINITIV | BOSTON, MA | DATA PROVIDER | $317,602 |
| GH PRINTING CO | DOWNERS GROVE, IL | PRINTER | $219,430 |
| DATA AXLE | NEW YORK, NY | MAILING LIST RENTAL | $125,733 |
2021 · 4 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| GH PRINTING CO | DOWNERS GROVE, IL | PRINTER | $541,086 |
| LSC COMMUNICATIONS | BOSTON, MA | MAILING HOUSE | $349,642 |
| REFINITIV | BOSTON, MA | DATA PROVIDER | $301,950 |
| LAKE GROUP MEDIA INC | NEW YORK, NY | MAILING LIST RENTAL | $143,427 |
2020 · 5 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| LSC COMMUNICATIONS | BOSTON, MA | PRINTING | $404,659 |
| REFINITIV | BOSTON, MA | DATA ACQUISITION | $259,575 |
| HIGHROAD SOLUTIONS | ASHBURN, VA | MARKETING TECHNOLOGY | $145,800 |
| PERSONIFY | DALLAS, TX | SOFTWARE PROVIDER | $121,952 |
| ZELL COMPANY | CHICAGO, IL | MAILING HOUSE | $119,143 |
2019 · 5 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| LSC COMMUNICATIONS | BOSTON, MA | PRINTING | $368,122 |
| GOLDSTAR GRAPHICS | GRAYSLAKE, IL | PRINTING | $252,254 |
| REFINITIV | BOSTON, MA | DATA ACQUISITION | $240,000 |
| ZELL COMPANY | CHICAGO, IL | MAILING HOUSE | $231,661 |
| SYNERGY MARKETING | BOLINGBROOK, IL | MAILING HOUSE | $136,113 |
2016 · 5 contractors · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| PERSONIFY | BALTIMORE, MD | COMPUTER SOFTWARE | $464,899 |
| LSC COMMUNICATIONS | BOSTON, MA | COMMUNICATIONS | $422,947 |
| GOLDSTAR GRAPHICS | GRAYSLAKE, IL | PRINTING | $362,457 |
| ZELL GRAPHICS | CHICAGO, IL | MAILING HOUSE | $216,886 |
| THOMPSON REUTERS | BOSTON, MA | DATA SERVICES | $212,468 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $5,894,187 | $5,777,543 | $1,332,942 | -$12,599,626 | $144,091 | $5,203,595 | $607,718 | 37 | 242 |
| 2023 · Form 990 | ||||||||
| $7,425,660 | $7,519,056 | $1,864,656 | -$12,483,813 | $151,500 | $5,997,626 | $835,081 | 41 | 290 |
| 2022 · Form 990 | ||||||||
| $7,103,204 | $7,069,064 | $3,214,356 | -$11,703,683 | $0 | $6,504,724 | $999,939 | 44 | 355 |
| 2021 · Form 990 | ||||||||
| $7,934,060 | $7,434,250 | $3,907,493 | -$11,292,995 | $523,946 | $6,356,845 | $841,254 | 45 | 355 |
| 2020 · Form 990 | ||||||||
| $6,623,979 | $7,145,095 | $3,828,005 | -$11,894,935 | $0 | $5,615,194 | $994,023 | 35 | 355 |
| 2019 · Form 990 | ||||||||
| $7,218,963 | $7,869,447 | $4,879,714 | -$11,148,432 | $0 | $6,171,219 | $1,057,888 | 37 | 386 |
| 2016 · Form 990 | ||||||||
| $7,691,383 | $7,755,383 | $8,123,726 | -$8,726,375 | $0 | $6,180,154 | $1,374,036 | 30 | 401 |
Funders of this organization
2 grantors reported grants to this organization, $127 in all, tax years 2022 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| THOMAS V GUARINO FAMILY FOUNDATION INC | Private foundation | Fuzzy filed as “AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS” | 2025 | 1 | $99 | 2025 | $99 | show |
| AMAZONSMILE FOUNDATION | Private foundation | Fuzzy filed as “AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS” | 2022-2023 | 2 | $28 | 2023 | $16 | show |
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|---|---|---|---|---|---|---|---|
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| FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION | CA | W60 | $6,825,721 | $5,784,612 | President & CEO | $220,969 | Same NTEE code W60, revenue within 2x |
| TRUE ACCESS CAPITAL CORPORATION | DE | W60 | $4,611,925 | $3,764,504 | PRESIDENT & CEO | $206,039 | Same NTEE code W60, revenue within 2x |
| CONNECTICUT STUDENT LOAN FOUNDTION | CT | W60 | $3,501,033 | $3,104,925 | EXECUTIVE DIRECTOR THROUGH JUNE 30, 2026 | $348,976 | Same NTEE code W60, revenue within 2x |
| BENEFICIAL STATE FOUNDATION | CA | W60 | $5,346,285 | $5,623,982 | EXEC DIR AND CHIEF IMPACT OFFICER | $226,226 | Same NTEE code W60, revenue within 2x |
| C S B S EDUCATION FOUNDATION | DC | W60 | $4,704,572 | $4,770,794 | PRESIDENT AND CEO, SECRETARY | $939,303 | Same NTEE code W60, revenue within 2x |
| GRADUATE SCHOOL OF BANKING AT COLORADO | CO | W60 | $3,344,534 | $3,329,684 | PRESIDENT | $333,246 | Same NTEE code W60, revenue within 2x |
| SOUTH FLORIDA VETERANS AFFAIRS FOUNDATION FOR RESEARCH & EDUCATON | FL | W60 | $3,094,619 | $2,138,404 | Executive Director | $183,723 | Same NTEE code W60, revenue within 2x |
| FILENE RESEARCH INSTITUTE INC | WI | W60 | $10,923,611 | $10,195,724 | CHAIR | $0 | Same NTEE code W60, revenue within 2x |
| 501 PROPERTY INC | TX | W60 | $7,072,711 | $145,470 | DIRECTOR | $0 | Same NTEE code W60, revenue within 2x |
| CREDIT UNION OF ATLANTA | GA | W60 | $5,776,317 | $5,530,428 | CEO | $176,453 | Same NTEE code W60, revenue within 2x |
| AKIPTAN | SD | W60 | $9,054,895 | $3,169,682 | EXECUTIVE DI | $173,231 | Same NTEE code W60, revenue within 2x |
| STABLE HOME FUND | NY | W60 | $6,266,793 | $3,283,138 | BOARD CHAIR | $0 | Same NTEE code W60, revenue within 2x |
| MELMAC EDUCATION FOUNDATION | ME | W60 | $4,316,099 | $2,326,118 | EXECUTIVE DIRECTOR | $191,361 | Same NTEE code W60, revenue within 2x |
| NATIONAL BANKERS ASSOCIATION INC | DC | W60 | $2,356,113 | $2,039,247 | PRESIDENT & CEO | $522,811 | Same NTEE code W60, revenue within 5x |
| CREDIT RESEARCH FOUNDATION INC | MD | W60 | $1,603,588 | $1,599,320 | PRESIDENT | $287,777 | Same NTEE code W60, revenue within 5x |
| CALIFORNIA EDUCATION ASSISTANCE INC | CA | W60 | $1,668,223 | $1,616,266 | Chief Administrative Officer | $475,599 | Same NTEE code W60, revenue within 5x |
| INDIANA SECONDARY MARKET FOR EDUCATION LOANS INC | IN | W60 | $16,015,983 | $13,040,212 | CEO & PRESIDENT | $506,699 | Same NTEE code W60, revenue within 5x |
| NIXYAAWII COMMUNITY FINANCIAL SERVICES | OR | W60 | $2,035,181 | $1,384,549 | Executive Dir. | $143,840 | Same NTEE code W60, revenue within 5x |
| MANZESKA OTA TSI PLACE TO BORROW MONEY | OK | W60 | $2,096,876 | $856,890 | EXECUTIVE DIRECTOR | $109,463 | Same NTEE code W60, revenue within 5x |
| UTAH MICROENTERPRISE LOAN FUND | UT | W60 | $1,742,892 | $858,590 | Executive Dir. | $161,477 | Same NTEE code W60, revenue within 5x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $5,777,543 spent · pay $2,789,190 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,719,710 | $1,131,660 | $588,050 | $0 | 29.8% | |
| Other (as described) | PUBLICATIONS | $940,500 | $940,500 | $0 | $0 | 16.3% |
| Advertising and promotion | $708,708 | $0 | $708,708 | $0 | 12.3% | |
| Pay: officers, directors, trustees, key employees | $607,718 | $343,454 | $264,264 | $0 | 10.5% | |
| Information technology | $351,860 | $173,832 | $178,028 | $0 | 6.1% | |
| Other employee benefits | $291,977 | $177,742 | $114,235 | $0 | 5.1% | |
| Office expenses | $208,949 | $20,772 | $188,177 | $0 | 3.6% | |
| Other (as described) | MEMBERSHIP | $196,589 | $188,714 | $7,875 | $0 | 3.4% |
| Payroll taxes | $169,785 | $107,949 | $61,836 | $0 | 2.9% | |
| Fees: other services | $159,450 | $60,290 | $99,160 | $0 | 2.8% | |
| Occupancy | $105,321 | $66,962 | $38,359 | $0 | 1.8% | |
| Fees: accounting | $78,206 | $0 | $78,206 | $0 | 1.4% | |
| Other (as described) | LICENSES & SUBSCRIPTIONS | $72,372 | $72,372 | $0 | $0 | 1.3% |
| Other (as described) | MISCELLANEOUS | $60,139 | $1,095 | $59,044 | $0 | 1.0% |
| Royalties | $32,229 | $32,229 | $0 | $0 | 0.6% | |
| Insurance | $24,453 | $0 | $24,453 | $0 | 0.4% | |
| Fees: legal | $21,865 | $0 | $21,865 | $0 | 0.4% | |
| Travel | $15,536 | $2,179 | $13,357 | $0 | 0.3% | |
| Depreciation and depletion | $12,176 | $7,706 | $4,470 | $0 | 0.2% | |
| Total | $5,777,543 | 100% |
2023 · Form 990 · $7,519,056 spent · pay $3,629,083 · grants $0 · events $28,573
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,150,654 | $1,334,127 | $816,527 | $0 | 28.6% | |
| Advertising and promotion | $1,211,411 | $0 | $1,211,411 | $0 | 16.1% | |
| Other (as described) | PUBLICATIONS | $1,107,291 | $1,107,291 | $0 | $0 | 14.7% |
| Pay: officers, directors, trustees, key employees | $835,081 | $526,101 | $308,980 | $0 | 11.1% | |
| Other employee benefits | $411,008 | $258,935 | $152,073 | $0 | 5.5% | |
| Information technology | $404,719 | $169,836 | $234,883 | $0 | 5.4% | |
| Office expenses | $319,137 | $48,032 | $271,105 | $0 | 4.2% | |
| Occupancy | $253,862 | $163,749 | $90,113 | $0 | 3.4% | |
| Payroll taxes | $215,405 | $135,705 | $79,700 | $0 | 2.9% | |
| Other (as described) | MEMBERSHIP INFORMATION | $179,292 | $179,292 | $0 | $0 | 2.4% |
| Royalties | $112,420 | $112,420 | $0 | $0 | 1.5% | |
| Other (as described) | MISCELLANEOUS | $103,067 | $103,067 | $0 | $0 | 1.4% |
| Fees: accounting | $55,887 | $0 | $55,887 | $0 | 0.7% | |
| Conferences, conventions and meetings | $28,573 | $28,573 | $0 | $0 | 0.4% | |
| Insurance | $28,195 | $0 | $28,195 | $0 | 0.4% | |
| Depreciation and depletion | $22,346 | $14,113 | $8,233 | $0 | 0.3% | |
| Fees: other services | $22,226 | $0 | $22,226 | $0 | 0.3% | |
| Pension plan contributions | $16,935 | $10,669 | $6,266 | $0 | 0.2% | |
| Other (as described) | LICENSES AND SUBSCRIPTIONS | $15,134 | $15,134 | $0 | $0 | 0.2% |
| Travel | $14,804 | $7,102 | $7,702 | $0 | 0.2% | |
| Fees: legal | $11,609 | $0 | $11,609 | $0 | 0.2% | |
| Total | $7,519,056 | 100% |
2022 · Form 990 · $7,069,064 spent · pay $3,278,924 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,787,106 | $1,195,454 | $591,652 | - | 25.3% | |
| Advertising and promotion | $1,080,762 | - | $1,080,762 | - | 15.3% | |
| Other (as described) | PUBLICATIONS | $1,037,960 | $1,037,960 | - | - | 14.7% |
| Pay: officers, directors, trustees, key employees | $999,939 | $635,976 | $363,963 | - | 14.1% | |
| Information technology | $331,342 | $197,592 | $133,750 | - | 4.7% | |
| Office expenses | $317,188 | $30,155 | $287,033 | - | 4.5% | |
| Other employee benefits | $273,851 | $181,534 | $92,317 | - | 3.9% | |
| Occupancy | $245,178 | $163,162 | $82,016 | - | 3.5% | |
| Other (as described) | MEMBER INFORMATION | $192,363 | $192,363 | - | - | 2.7% |
| Payroll taxes | $187,431 | $124,246 | $63,185 | - | 2.7% | |
| Other (as described) | LICENSES AND SUBSCRIPTI | $160,528 | $160,528 | - | - | 2.3% |
| Royalties | $125,733 | $125,733 | - | - | 1.8% | |
| Other (as described) | MISCELLANEOUS | $76,873 | $200 | $76,673 | - | 1.1% |
| Fees: other services | $45,066 | $20,183 | $24,883 | - | 0.6% | |
| Fees: legal | $41,169 | - | $41,169 | - | 0.6% | |
| All other expenses | $39,624 | $33,729 | $5,895 | - | 0.6% | |
| Fees: accounting | $34,136 | - | $34,136 | - | 0.5% | |
| Pension plan contributions | $30,597 | $20,447 | $10,150 | - | 0.4% | |
| Insurance | $26,600 | - | $26,600 | - | 0.4% | |
| Depreciation and depletion | $23,715 | $15,647 | $8,068 | - | 0.3% | |
| Travel | $11,903 | $1,803 | $10,100 | - | 0.2% | |
| Total | $7,069,064 | 100% |
2021 · Form 990 · $7,434,250 spent · pay $2,966,216 · grants $0 · events $66,298
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,691,895 | $1,004,431 | $687,464 | - | 22.8% | |
| Advertising and promotion | $1,439,088 | - | $1,439,088 | - | 19.4% | |
| Other (as described) | PUBLICATIONS | $1,072,065 | $1,072,065 | - | - | 14.4% |
| Pay: officers, directors, trustees, key employees | $841,254 | $485,181 | $356,073 | - | 11.3% | |
| Office expenses | $389,421 | $26,000 | $363,421 | - | 5.2% | |
| Information technology | $377,704 | $233,230 | $144,474 | - | 5.1% | |
| Other employee benefits | $261,585 | $154,468 | $107,117 | - | 3.5% | |
| Occupancy | $240,025 | $142,496 | $97,529 | - | 3.2% | |
| Other (as described) | MEMBER INFORMATION | $190,600 | $190,600 | - | - | 2.6% |
| Payroll taxes | $171,482 | $101,804 | $69,678 | - | 2.3% | |
| Other (as described) | LICENSES AND SUBSCRIPTI | $148,253 | $148,253 | - | - | 2.0% |
| Royalties | $143,427 | $143,427 | - | - | 1.9% | |
| Other (as described) | MISCELLANEOUS | $124,161 | $11,067 | $113,094 | - | 1.7% |
| Depreciation and depletion | $110,218 | $67,535 | $42,683 | - | 1.5% | |
| Fees: accounting | $66,379 | - | $66,379 | - | 0.9% | |
| Conferences, conventions and meetings | $66,298 | $66,298 | - | - | 0.9% | |
| Fees: other services | $44,183 | $20,025 | $24,158 | - | 0.6% | |
| Insurance | $22,514 | - | $22,514 | - | 0.3% | |
| All other expenses | $17,335 | $11,826 | $5,509 | - | 0.2% | |
| Fees: legal | $9,260 | - | $9,260 | - | 0.1% | |
| Travel | $7,103 | $560 | $6,543 | - | 0.1% | |
| Total | $7,434,250 | 100% |
2020 · Form 990 · $7,145,095 spent · pay $3,210,867 · grants $0 · events $178,193
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,786,328 | $1,158,769 | $627,559 | $0 | 25.0% | |
| Other (as described) | Publications | $1,099,998 | $1,099,998 | $0 | $0 | 15.4% |
| Pay: officers, directors, trustees, key employees | $994,023 | $564,730 | $429,293 | $0 | 13.9% | |
| Advertising and promotion | $825,053 | $16,110 | $808,943 | $0 | 11.5% | |
| Information technology | $496,532 | $388,517 | $108,015 | $0 | 6.9% | |
| Office expenses | $348,383 | $37,897 | $310,487 | $0 | 4.9% | |
| Other employee benefits | $246,788 | $164,578 | $82,210 | $0 | 3.5% | |
| Occupancy | $240,645 | $151,657 | $88,988 | $0 | 3.4% | |
| Other (as described) | Membership Information | $185,331 | $185,331 | $0 | $0 | 2.6% |
| Conferences, conventions and meetings | $178,193 | $175,852 | $2,340 | $0 | 2.5% | |
| Payroll taxes | $174,867 | $110,203 | $64,664 | $0 | 2.4% | |
| Other (as described) | All Other Expenses | $135,169 | $582 | $134,587 | $0 | 1.9% |
| Depreciation and depletion | $117,569 | $88,971 | $28,598 | $0 | 1.6% | |
| Fees: accounting | $110,070 | $0 | $110,070 | $0 | 1.5% | |
| Royalties | $108,768 | $108,768 | $0 | $0 | 1.5% | |
| Other (as described) | Chapters | $47,314 | $2,982 | $44,331 | $0 | 0.7% |
| Insurance | $24,691 | $0 | $24,691 | $0 | 0.3% | |
| Fees: legal | $13,499 | $0 | $13,499 | $0 | 0.2% | |
| Pension plan contributions | $8,861 | $6,652 | $2,208 | $0 | 0.1% | |
| Travel | $3,013 | $94 | $2,919 | $0 | 0.0% | |
| Total | $7,145,095 | 100% |
2019 · Form 990 · $7,869,447 spent · pay $3,060,283 · grants $0 · events $426,579
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,539,747 | $812,559 | $727,188 | - | 19.6% | |
| Other (as described) | PUBLICATIONS | $1,170,901 | $1,170,901 | - | - | 14.9% |
| Pay: officers, directors, trustees, key employees | $1,057,888 | $538,127 | $519,761 | - | 13.4% | |
| Advertising and promotion | $690,503 | - | $690,503 | - | 8.8% | |
| Conferences, conventions and meetings | $426,579 | $426,579 | - | - | 5.4% | |
| Information technology | $408,806 | $239,720 | $169,086 | - | 5.2% | |
| Other (as described) | CHAPTERS | $384,829 | $192,945 | $191,884 | - | 4.9% |
| Office expenses | $334,773 | $36,406 | $298,367 | - | 4.3% | |
| Other (as described) | MISCELLANEOUS | $334,643 | $5,971 | $328,672 | - | 4.3% |
| Other employee benefits | $247,804 | $129,514 | $118,290 | - | 3.1% | |
| Occupancy | $228,063 | $120,354 | $107,709 | - | 2.9% | |
| Other (as described) | MEMBER INFORMATION | $217,841 | $217,841 | - | - | 2.8% |
| Payroll taxes | $157,917 | $83,337 | $74,580 | - | 2.0% | |
| Royalties | $153,998 | $153,998 | - | - | 2.0% | |
| All other expenses | $134,586 | $134,586 | - | - | 1.7% | |
| Depreciation and depletion | $125,717 | $89,275 | $36,442 | - | 1.6% | |
| Fees: other services | $95,339 | $42,040 | $53,299 | - | 1.2% | |
| Pension plan contributions | $56,927 | $26,979 | $29,948 | - | 0.7% | |
| Fees: accounting | $45,887 | - | $45,887 | - | 0.6% | |
| Insurance | $25,009 | $850 | $24,159 | - | 0.3% | |
| Travel | $18,931 | $9,058 | $9,873 | - | 0.2% | |
| Fees: legal | $12,759 | - | $12,759 | - | 0.2% | |
| Total | $7,869,447 | 100% |
2016 · Form 990 · $7,755,383 spent · pay $3,148,088 · grants $0 · events $194,783
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Advertising and promotion | $1,429,418 | $1,286,476 | $142,942 | - | 18.4% | |
| Pay: officers, directors, trustees, key employees | $1,374,036 | $1,236,632 | $137,404 | - | 17.7% | |
| Other salaries and wages | $1,277,862 | $1,150,076 | $127,786 | - | 16.5% | |
| Other (as described) | PUBLICATIONS | $1,101,374 | $991,236 | $110,138 | - | 14.2% |
| Information technology | $476,636 | $428,972 | $47,664 | - | 6.1% | |
| Royalties | $331,870 | $298,683 | $33,187 | - | 4.3% | |
| Other employee benefits | $289,622 | $260,660 | $28,962 | - | 3.7% | |
| Other (as described) | MEMBER INFORMATION | $233,254 | $209,929 | $23,325 | - | 3.0% |
| Office expenses | $222,552 | $200,297 | $22,255 | - | 2.9% | |
| Occupancy | $221,183 | $199,065 | $22,118 | - | 2.9% | |
| Other (as described) | CHAPTERS | $201,856 | $181,670 | $20,186 | - | 2.6% |
| Conferences, conventions and meetings | $194,783 | $175,305 | $19,478 | - | 2.5% | |
| Payroll taxes | $152,616 | $137,354 | $15,262 | - | 2.0% | |
| Other (as described) | MISCELLANEOUS | $63,907 | $57,597 | $6,310 | - | 0.8% |
| Pension plan contributions | $53,952 | $48,557 | $5,395 | - | 0.7% | |
| Fees: accounting | $33,721 | $30,349 | $3,372 | - | 0.4% | |
| Depreciation and depletion | $33,479 | $30,131 | $3,348 | - | 0.4% | |
| Fees: legal | $26,366 | $23,729 | $2,637 | - | 0.3% | |
| Insurance | $22,983 | $20,685 | $2,298 | - | 0.3% | |
| Travel | $13,913 | $12,522 | $1,391 | - | 0.2% | |
| Total | $7,755,383 | 100% |
Federal grants and contracts
Awards from USAspending.gov to a recipient with this organization's name and zip code. Obligations by federal fiscal year (October to September); each award links to its page on usaspending.gov.
| Fiscal year | Grants and other assistance | Contracts | Awards |
|---|---|---|---|
| 2020 | $0 | $0 | 1 |
Largest awards · 0 shown
| Year | Agency | Kind | Program | Description | Obligated |
|---|
State business registration
- AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS, INC. FL, Foreign nonprofit corporation (FORNP), Inactive, formed 1982-05-03
The same business name in the same state, from the state’s official registry data.
Trademarks
34 US trademarks, 28 live.
- American Association of Individual Investors, Inc. 34 marks, IL FUZZY medium confidence: same name (governing-board words and legal endings aside) and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| AAII RETIREMENT INVESTING | 98139813 | 2023-08-18 | Registered | TRTYRAP, file of 2026-04-03 |
| AAII GROWTH INVESTING | 97563906 | 2022-08-25 | Abandoned | TRTYRAP, file of 2026-04-03 |
| AAII GROWTH INVESTING | 97563898 | 2022-08-25 | Registered | TRTYRAP, file of 2026-04-03 |
| VMQ STOCKS | 87719160 | 2017-12-13 | Registered | TRTYRAP, file of 2026-04-03 |
| AAII DIVIDEND INVESTING | 85493130 | 2011-12-12 | Registered and renewed | TRCFECO2, file of 2024-03-27 |
| AAII DIVIDEND INVESTING | 85493115 | 2011-12-12 | Registered and renewed | TRCFECO2, file of 2024-03-27 |
| AAII DIVIDEND INVESTING | 85493080 | 2011-12-12 | Registered and renewed | TRCFECO2, file of 2024-03-27 |
| DIVIDEND INVESTING | 85492980 | 2011-12-12 | Abandoned | TRCFECO2, file of 2024-03-27 |
| DIVIDEND INVESTING | 85492959 | 2011-12-12 | Abandoned | TRCFECO2, file of 2024-03-27 |
| AAII.COM | 78320464 | 2003-10-29 | Registered and renewed | TRTYRAP, file of 2026-04-03 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Comments