Nonprofit screen
Screen a listAmerican Association of Individual Investors
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(2)
$5.9Mrevenue
FY2024 · −26% in 3 yrs37staff
6 of 6years filed
’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin2.0%
Months of reserve0.6mo
Revenue growth (annualized)−4.0%
Middle half of peersMedianAmerican Association of Individual Investors
Where the money goes FY2024 · $5.8M spent
Programs$3.3M58%Management and general$2.5M42%990 FY2024 · Part IX line 25
Worth checking1
Government grants fell 100% in FY2023
$484k in FY2021, $0 in FY2023.
990 Part VIIIIn its favor1
Strong governance
3 of 3 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI2funders
$44a year, last 2 years
68%from its largest funder
Funder’22’23Thomas V Guarino Family FoundationOn and off$59Donor-advised giftsDonors not disclosed$12$16
FundedThrough a donor-advised fund