Mission
TO ADVOCATE FOR AN INCREASE IN ACCESS TO CAPITAL FOR DIVERSE-OWNED ALTERNATIVE INVESTMENT FIRMS.
Public Charity
NATIONAL ASSOCIATION OF INVESTMENT COMPANIES INC
NATIONAL ASSOCIATION OF INVESTMENT COMPANIES INC, of WASHINGTON, DC, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $5.9M in revenue, $5.8M in expenses, $5.1M in total assets.
EIN: 222072345
WASHINGTON, DC
Latest filing: 2024
Total Revenue$5.9M
Total Expenses$5.8M
Total Assets$5.1M
Grant Records0
Filing Years2019–2024
Where $100 goes at National Association of Investment Companies Inc
How National Association of Investment Companies Inc divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$86
Programs
the work itself
$14
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $86 for programs
$86
Naic administered various programs and initiatives designed to increase access to capital for diverse alternative investment firms by educating institutional investors and other key stakeholders about the stellar…
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
CHIEF OPERATING OFFICER
Carmen Ortiz-Mcghee
DIRECTOR
Charles Willis
DIRECTOR
Chris Allen
DIRECTOR
Daphne Dufresne
MEMBER SERVICES MANAGER
Dawn Simmons
DIRECTOR
Derek Jones
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $5.9M | $5.8M | $5.1M |
| 2023 | $6.0M | $5.4M | $4.9M |
| 2022 | $5.2M | $4.3M | $4.1M |
| 2020 | $4.1M | $3.4M | $2.4M |
| 2019 | $3.1M | $2.8M | $1.7M |
Between 2019 and 2024, reported annual revenue grew from $3.1M to $5.9M (+89%), with total assets most recently reported at $5.1M.
Interactive year-over-year charts and full filing details available with membership.