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.

Where $100 goes at American Association of Individual Investors

How American Association of Individual Investors divides every $100 it spends, from its own Form 990 filings, averaged across 5 years.

$58 Programs the work itself
$42 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 $58 for programs

$32
SUBSCRIPTIONS
56% of program spending
$21
The American Association of Individual Investors AAII runs a membership program for approximately 135,000 individuals
36% of program spending · Reported in the filing: 135,000 individuals
$3
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…
5% of program spending

Plus 1 more program. Cost per person served and the full program breakdown are on the full profile.

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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

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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