NonprofitsAmerican Association Of Individual Investors

Public & Societal Benefit

American Association Of Individual Investors

CHICAGO, IL

Total revenue

$5.9M

Total expenses

$5.8M

Net assets

Grants received

EIN

362976274

Tax year

2024

Mission

To assist individuals to become effective managers of their own assets through programs of education information and research.

Programs

3 programs

SUBSCRIPTIONS: The American Association of Individual Investors AAII offers subscription programs focusing on delivering comprehensive investment education information and research tools. These programs empower members to make informed decisions and enhance their financial literacy. Stock Investor Pro software enables users to perform fundamental stock analysis and screening on over 6,500 publicly traded companies. This tool also provides educational resources on investment screening and selection techniques. In addition to Stock Investor Pro AAII offers a diverse range of subscription services tailored to meet the specific needs of its members. Dividend Investing Growth Investing Stock Superstars Report and VMQ Stocks websites and corresponding newsletters educate investors and provide information and research on stock analysis portfolio construction and management practices. The A+ Investor offers a comprehensive suite of resources that guide users in effectively discovering researching and tracking various investments enhancing members financial literacy and investment acumen. Retirement Investing educates individuals on retirement savings transitioning into retirement and managing finances during retirement. The Platinum subscription package combines the benefits of Dividend Investing Growth Investing Stock Superstars Report VMQ Stocks Retirement Investing and A+ Investor services into a single offering. By consolidating these services the Platinum subscription ensures that members have access to a diverse range of resources to support their investment strategies and retirement planning goals. This comprehensive package underscores AAIIs dedication to providing members with the tools and information they need to achieve long-term financial success and security.

Expenses: $1.8M

Other program services; aaii provides programs of investment education to the general public and college students for the purpose of educating the public about investing a free online investment education program for university professors and their students. The program provides participants with access to the monthly journal our investor classroom series and members only areas of the aaii.com website. All with the goal of delivering investment education to college students. Aaii offers members several educational book titles within our aaii investor library series. These titles cover investing basics retirement planning and portolio building.

Expenses: $180K

On form 990 part iii line 4d national programs: our organizations national programs encompass a network of local chapter initiatives dedicated to providing impartial investment education and fostering meaningful member involvement. These local chapters are highly versatile offering various meeting formats such as in-person gatherings hybrid events that combine in-person and virtual participation and virtual-only sessions to cater to the diverse preferences of our members. In addition to these local efforts our organization hosts national webinars led by our knowledgeable staff to reach a broader audience. Moreover we offer an interactive online community platform serving as a central hub for members to participate in discussions and exchange valuable educational insights. Through this comprehensive approach we are committed to advancing financial literacy.

Expenses: $99K

Financials

FY 2024

Revenue

Contributions & grants$144K
Program service revenue$5.2M
Investment income$314K
Other revenue$232K
Total revenue$5.9M

Expenses

Grants paid
Salaries & benefits$2.8M
Fundraising
Other expenses$3.0M
Total expenses$5.8M
Total assets$1.3M
Net assets

People

12 listed

NameRoleCompensation

CHARLES ROTBLUT

VP EDITOR

Board

$179K

0

JOHN BAJKOWSKI

PRESIDENT

Board

$177K

0

WAYNE THORP

VP SR FINANCIAL ANALYST

Board

$150K

0

JOHN MARKESE

CHAIRMAN

Board

0

LLOYD SHEFSKY

DIRECTOR

Board

0

JIA PENG

DIRECTOR

Board

0

ELIZABETH HULDIN

DIRECTOR

Board

0

DONNA CARONE

CONTROLLER

Staff

$161K

0

NICK POWELL

IT DIRECTOR

Staff

$155K

0

KORBERT SMITH

MARKETING DIRECTOR

Staff

$123K

0

MOHAN RAMBUKKANA MAGGANA

WEB DEVELOPER

Staff

$118K

0

JEAN HENRICH

MANAGING EDITOR

Staff

$106K

0

Independent contractors

REFINITIV

DATA PROVIDER

$276K

LSC COMMUNICATIONS

MAILING HOUSE

$188K

S & P GLOBAL MARKET INTELLIGENCE

DATA PROVIDER

$139K

Details

EIN362976274
NTEE codeW60
Subsection03
Ruling date2017-02
Formed1978
Employees37
Volunteers242
AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS — Mission, Financials & Grants Received | Grantivo