EIN 36-2976274

American Association of Individual Investors

IRS 501(c) type
501(c)(3)
Num. employees
44
Year formed
1978
Most recent tax filings
2022-12-01
NTEE code, primary
Description
AAII educates individuals to be effective managers of their own assets through subscription programs and investment education to the general public.
Total revenues
$7,103,204
2022
Total expenses
$7,069,064
2022
Total assets
$3,214,356
2022
Num. employees
44
2022

Program areas at American Association of Individual Investors

Membership programs: aaii provides investment education, information, and research for approximately 145,000 members. Members receive access to the aaii.com website and its 24-year personal financial and investing articles archive. Members also receive the monthly aaii journal with educational articles and features covering portfolio management, stock and fund investing approaches, retirement planning, taxation, insurance, and financial planning. In addition, both annual and life members receive investment information guides, including our mutual fund guide, exchange-traded fund guide, personal tax guide and our prism wealth-building process.
National programs: our local chapter programs aim to offer unbiased investment education and membership interaction. Active local chapters are using a combination of in-person-only meetings, in-person meetings that are streamed live, and virtual-only meetings. Aaii continues to host national webinars, mostly with staff.
Subscription programs: aaii offers subscription programs that provide members with investment education, information, and research. Our stock investor pro software program allows users to conduct fundamental stock analysis and research on over 7,000 publicly traded companies with eduction on the investment screening and selection process. The dividend investing, growth investing, stock superstars report and vmq stocks websites and corresponding publications educate Investors and provide information and research on stock analysis, portfolio construction and management. A+ investor is a suite of tools that educates in discovering, researching, and tracking investments. Aaii platinum is a bundle of dividend investing, growth investing, stock superstars report, vmq stocks and a+ investor.
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, on-line 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. Books: aaii offers members several educational book titles within our aaii investor library series. These titles cover investing basics, retirement planning and portfolio building.

Who funds American Association of Individual Investors

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Thomas V Guarino Family FoundationFinancial Support$59
AmazonSmile FoundationGeneral Support$12

Personnel at American Association of Individual Investors

NameTitleCompensation
John BajkowskiPresident Chief Executive Officer / President and Chief Executive Officer$211,525
Harry MadorinSenior Vice President Operations Secretary / Senior Vice President Operations and Secretary$122,206
Nick PowellIt Director / Is Director$135,000
Donna CaroneController$160,615
Derek HagemanFiniancial Analyst and Editor$110,308
...and 5 more key personnel

Financials for American Association of Individual Investors

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$6,504,724
Investment income and dividends$39,890
Tax-exempt bond proceeds$0
Royalty revenue$418,877
Net rental income$0
Net gain from sale of non-inventory assets$136,506
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$3,207
Total revenues$7,103,204

Form 990s for American Association of Individual Investors

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-13990View PDF
2021-122022-11-10990View PDF
2020-122021-11-12990View PDF
2019-122021-04-21990View PDF
2018-122020-06-08990View PDF
...and 8 more Form 990s
Data update history
January 21, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 21, 2024
Updated personnel
Identified 1 new personnel
December 31, 2023
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 7, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsHeadquarter / parent organizationsCharities
Issues
EducationBusiness and industry
Characteristics
MembershipsCommunity engagement / volunteeringTax deductible donations
General information
Address
625 N Michigan Ave 1900
Chicago, IL 60611
Metro area
Chicago-Naperville-Elgin, IL-IN-WI
Website URL
aaii.com/ 
Phone
(312) 280-0170
Facebook page
AmericanAssociationOfIndividualInvestors 
IRS details
EIN
36-2976274
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1978
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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