Public Charity

AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS

AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS, of CHICAGO, IL, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $5.9M in revenue, $5.8M in expenses, $1.3M in total assets.

EIN: 362976274 CHICAGO, IL Financial Institutions NTEE: W60 Latest filing: 2024
Total Revenue$5.9M
Total Expenses$5.8M
Total Assets$1.3M
Grant Records0
Filing Years2019–2024

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.

Officers & Directors

VP EDITOR Charles Rotblut
CONTROLLER Donna Carone
DIRECTOR Elizabeth Huldin
MANAGING EDITOR Jean Henrich
DIRECTOR Jia Peng
PRESIDENT John Bajkowski

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $5.9M $5.8M $1.3M
2023 $7.4M $7.5M $1.9M
2022 $7.1M $7.1M $3.2M
2020 $6.6M $7.1M $3.8M
2019 $7.2M $7.9M $4.9M

Between 2019 and 2024, reported annual revenue declined from $7.2M to $5.9M (-18%), with total assets most recently reported at $1.3M.

Interactive year-over-year charts and full filing details available with membership.

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