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American Association Of Individual Investors

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 362976274 ✦ Chicago, IL ✦ Designated as a 501(c)(3)

Overview

What is American Association Of Individual Investors?

The American Association of Individual Investors (AAII) is a nonprofit organization, established in 1978, located at 625 N Michigan Ave, Chicago, Illinois. With a team of 44 employees, the association aims to empower individuals to manage their own assets effectively. It achieves this objective by providing educational programs, information, and research. Members of AAII, approximately 145,000 strong, gain access to the AAII.com website, featuring 24-years worth of personal financial and investing articles. Additionally, they receive the monthly AAII Journal, containing educational articles and features on various investing topics like portfolio management, taxation, and retirement planning. Annually and lifetime members also receive investment guides, such as the Mutual Fund Guide, ETF Guide, Personal Tax Guide, and the PRISM Wealth-Building Process.


Official website here: www.aaii.com

Is American Association Of Individual Investors legitimate?

American Association Of Individual Investors is a legitimate nonprofit organization registered as a 501(c)(3) entity. American Association Of Individual Investors submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.

Here are some key statistics you may want to consider:

Executive Compensation: $999,939
Professional Fundraising Fees: $0
Other Salaries and Wages: $1,787,106

For more financial information, click here


Official website here: www.aaii.com

What is the mission statement of American Association Of Individual Investors?

The American Association of Individual Investors, established in 1978, is a nonprofit organization with the mission to aid individuals in effectively managing their assets. They accomplish this objective through educational programs, information dissemination, and research. The association offers membership benefits to approximately 145,000 members, providing them access to a wealth of financial and investing articles, as well as the monthly AAII Journal. Both annual and lifetime members receive additional investment guides, such as the Mutual Fund Guide and the Personal Tax Guide.


Official website here: www.aaii.com

Who is the CEO of American Association Of Individual Investors?

John Bajkowski is the President/Ceo of American Association Of Individual Investors. The CEO's salary of American Association Of Individual Investors is $211,525 and their total compensation is $243,718.


Official website here: www.aaii.com

What is the revenue of American Association Of Individual Investors?

American Association Of Individual Investors's revenue in 2022 was $7,103,204.


Official website here: www.aaii.com

Who are the executives of American Association Of Individual Investors and what are their salaries?

The average compensation at American Association Of Individual Investors during 2022 was $63,342. There are 44 employees and 355 volunteers at American Association Of Individual Investors.

Here are 13 key members and their salaries (American Association Of Individual Investors's CEO's salary is $211,525 and their total compensation is $243,718):

    John Bajkowski (President/Ceo) [Trustee/Director]
  • Compensation: $211,525
  • Related: $0
  • Other: $32,193

    • Charles Rotblut (Vp Editor)
  • Compensation: $202,124
  • Related: $0
  • Other: $25,638

    • Wayne Thorp (Vp Sr Fin Analyst)
  • Compensation: $167,010
  • Related: $0
  • Other: $11,190

    • Peter Nguyen (Vp Director Of Marketing)
  • Compensation: $153,853
  • Related: $0
  • Other: $22,582

    • Donna Carone (Controller)
  • Compensation: $160,615
  • Related: $0
  • Other: $12,491

    • Nick Powell (It Director)
  • Compensation: $135,000
  • Related: $0
  • Other: $24,368

    • Harry Madorin (Senior Vp Operations/Secre)
  • Compensation: $122,206
  • Related: $0
  • Other: $27,618

    • Jean Henrich (Managing Editor)
  • Compensation: $100,679
  • Related: $0
  • Other: $25,808

    • Mohan Perera (Web Diveloper)
  • Compensation: $106,579
  • Related: $0
  • Other: $10,792

    • Derek Hageman (Finiancial Analyst/Editor)
  • Compensation: $110,308
  • Related: $0
  • Other: $0

    • John Markese (Chair) [Trustee/Director]
  • Compensation: $12,000
  • Related: $0
  • Other: $0

    • Lloyd Shefsky (Director)
  • Compensation: $12,000
  • Related: $0
  • Other: $0

    • Jia Peng (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


  • Official website here: www.aaii.com

    Where can I find the form 990 for American Association Of Individual Investors?

    The American Association Of Individual Investors’s most recent form 990 was submitted in 2022 and can be accessed here


    Official website here: www.aaii.com

    Learn more at the official website: www.aaii.com

    Mission Statement of American Association Of Individual Investors

    The American Association of Individual Investors, established in 1978, is a nonprofit organization with a mission to aid individuals in becoming proficient managers of their personal assets. This mission is accomplished through initiatives that encompass education, information, and research. The association's primary objective is to empower individuals by providing them with the necessary tools and knowledge to effectively manage their financial assets.

    The American Association of Individual Investors operates under the belief that individuals can make informed decisions about their investments with the right resources and information. To achieve this, the organization provides a range of educational programs and research materials. These resources cater to approximately 145,000 members, who gain access to an extensive archive of financial and investing articles, as well as the monthly AAII Journal, which covers topics such as portfolio management, stock and fund investing strategies, retirement planning, taxation, insurance, and financial planning. The association also offers investment information guides to its annual and life members, including guides on mutual funds, exchange-traded funds, personal taxation, and the PRISM wealth-building process.

    Impact

    This information is meant to be a general summary of American Association Of Individual Investors. Please take the time to review official sources before making any decisions based upon the content provided here.




    Thursday, August 15, 2024

    The American Association of Individual Investors (AAII) has a significant impact on individuals by providing them with investment education, information, and research. With approximately 145,000 members, AAII offers access to a wealth of resources through its website and publications, including the AAII Journal. Members benefit from educational articles on portfolio management, stock and fund investing, retirement planning, taxation, insurance, and financial planning.

    Through its membership programs, AAII equips individuals with the knowledge and tools necessary to make informed decisions about their assets. By promoting financial literacy and empowering members to manage their own investments effectively, AAII contributes to improving the financial well-being of its members. This mission aligns with AAII's commitment to assisting individuals in achieving their financial goals through education and research.





    Financials

    This financial information is from Propublica.

    Revenue
    Expenses
    Efficiency

    Other financial information:

    This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $176,396
  • Program Service Revenue: $6,504,724
  • Gross Receipts: $8,645,632

    • Assets and Liabilities:
  • Total Assets: $3,214,356
  • Total Liabilities: $14,918,039
  • Net Assets: -$11,703,683
  • Programs

    Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

    SUBSCRIPTIONS

    Revenue

    $3,770,726

    MEMBERSHIP PROGRAMS

    Revenue

    $2,707,185

    NATIONAL PROGRAMS

    Revenue

    $23,528

    BOOKS

    Revenue

    $3,285

    Organization Details

    Founding Year

    1978

    Principal Officer

    John Bajkowski

    Main Address

    625 N MICHIGAN AVE 1900, CHICAGO, IL, 60611

    NTEE Category

    Code: W60 - Public benefit

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