Illinois · Nonprofit
AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS
AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS (Illinois) receives grants from 2 organizations whose IRS filings report $186 to it, the largest being THOMAS V GUARINO FAMILY FOUNDATION ($158). 2 of them have funded it in more than one year.
- Revenue FY2024
- $5.9M
- Funders on record
- 2
- Grants received
- $186
- Net assets
- $-12599626
What American Association of Individual Investors does
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.
As stated on its FY2024 Form 990.
Programs
The American Association of Individual Investors AAII runs a membership program for approximately 135,000 individuals. This program focuses on providing investment education information and research to assist members in making informed financial decisions. Members have access to a vast library of personal finance and investment articles spanning nearly three decades on the AAII website. They also receive the AAII Journal covering educational topics such as portfolio management stock and fund investing retirement planning taxation insurance and financial planning. Annual and life members receive specialized investment information guides including the Mutual Fund Guide Exchange-Traded Fund Guide Personal Tax Guide and the Prism Wealth-Building Process.
$1,199,113 spent$2,156,241 earned by the program36% of program spendingSUBSCRIPTIONS: The American Association of Individual Investors AAII offers subscription programs focusing on delivering comprehensive investment education information and research tools. These programs empower members to make informed decisions and enhance their financial literacy. Stock Investor Pro software enables users to perform fundamental stock analysis and screening on over 6,500 publicly traded companies. This tool also provides educational resources on investment screening and selection techniques. In addition to Stock Investor Pro AAII offers a diverse range of subscription services tailored to meet the specific needs of its members. Dividend Investing Growth Investing Stock Superstars Report and VMQ Stocks websites and corresponding newsletters educate investors and provide information and research on stock analysis portfolio construction and management practices. The A+ Investor offers a comprehensive suite of resources that guide users in effectively discovering researching and tracking various investments enhancing members financial literacy and investment acumen. Retirement Investing educates individuals on retirement savings transitioning into retirement and…
$1,849,274 spent$2,947,841 earned by the program56% of program spendingOther 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 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. Aaii offers members several educational book titles within our aaii investor library series. These titles cover investing basics retirement planning and portolio building.
$179,907 spent$77,243 earned by the program5% of program spendingOn form 990 part iii line 4d national programs: our organizations national programs encompass a network of local chapter initiatives dedicated to providing impartial investment education and fostering meaningful member involvement. These local chapters are highly versatile offering various meeting formats such as in-person gatherings hybrid events that combine in-person and virtual participation and virtual-only sessions to cater to the diverse preferences of our members. In addition to these local efforts our organization hosts national webinars led by our knowledgeable staff to reach a broader audience. Moreover we offer an interactive online community platform serving as a central hub for members to participate in discussions and exchange valuable educational insights. Through this comprehensive approach we are committed to advancing financial literacy.
$99,162 spent$22,270 earned by the program3% of program spending
The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $3,327,456.
The organization over time
Each line starts at 100 in 2019, so what you read is the shape rather than the size: 150 means half as much again as 2019, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $3.2M to $1.9M (−42%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2020 0% · 2021 6% · 2023 0% · 2024 0%. Grants only. Government contracts and fees sit inside program revenue.
2% of AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS’s revenue is contributions — more earned-revenue than three-quarters of its peers (88% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 6 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Board chair
John Markese
Chairman
As listed on its FY2024 Form 990.
Who funds it, year by year
2022 → 2023: the base narrowed from 2 funders to 1 funder, grant income fell $71 → $16.
1 of 2 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 15% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS leans on a few funders — its largest provides 85% of grant income and the top three 100%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
Largest funder’s share by year: 2022 83% · 2023 100% — growing more concentrated.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS draws 100% of its grant income from funders outside Illinois, across 1 state in all.
Funder states come from each funder’s own filing. $28 arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS's revenue fell 18% between 2019 and 2024.
this organization peer median middle 50% of peers· 1,003 public benefit nonprofits $1M–$10M, FY2024
Organizations like AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Illinois
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
58% of spending goes to programs.
Governance
Public support
93%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS?
- AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS (Illinois) receives grants from 2 organizations whose IRS filings report $186 to it, the largest being THOMAS V GUARINO FAMILY FOUNDATION ($158). 2 of them have funded it in more than one year.
- How many funders does AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS have?
- IRS filings report 2 organizations giving $186 in grants to AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS, 2 of which have funded it in more than one year.
- Who is the largest funder of AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS?
- THOMAS V GUARINO FAMILY FOUNDATION is the largest funder on record, with $158 in grants. The full list of funders is on this page.
- How can an organization like AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Illinois. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds American Association of Individual Investors →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2019–2024), and the filings of 2 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing