Washington, D.C. · Nonprofit
NATIONAL ASSOCIATION OF INVESTMENT COMPANIES INC
NATIONAL ASSOCIATION OF INVESTMENT COMPANIES INC (Washington, D.C.) receives grants from 1 organization whose IRS filings report $50,000 to it, the largest being GENNX FOUNDATION INC ($50,000). 0 of them have funded it in more than one year.
- Revenue FY2024
- $5.9M
- Funders on record
- 1
- Grants received
- $50k
- Net assets
- $4.9M
What National Association of Investment Companies Inc does
Mission
To advocate for an increase in access to capital for diverse-owned alternative investment firms.
As stated on its FY2024 Form 990.
Program
Naic administered various programs and initiatives designed to increase access to capital for diverse alternative investment firms by educating institutional investors and other key stakeholders about the stellar expertise and results delivered by these often underutilized, yet highly qualified asset managers.
$5,127,685 spent$1,023,550 earned by the program100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $5,127,685.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $2.4M to $3.3M (+34%).
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: 2019 18% · 2020 24% · 2021 3%. Grants only. Government contracts and fees sit inside program revenue.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 8 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.
Chief executive
Robert Greene
President & CEO
Board chair
Joseph Haslip
Chairman
As listed on its FY2024 Form 990.
Who funds it, year by year
Grant support over time, funder by funder — shade shows the grant size each year.
From the IRS filings of NATIONAL ASSOCIATION OF INVESTMENT COMPANIES INC’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.
Where its funders are
NATIONAL ASSOCIATION OF INVESTMENT COMPANIES INC draws 100% of its grant income from funders outside Washington, D.C., across 1 state in all.
Funder states come from each funder’s own filing. 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.
Government funding NATIONAL ASSOCIATION OF INVESTMENT COMPANIES INC receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $350k on record.
- Department of Commerce$350k
Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.
Organizations like NATIONAL ASSOCIATION OF INVESTMENT COMPANIES INC
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 Washington, D.C.
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
88% of spending goes to programs.
Governance
Footprint & structure
Part of a family of 3 related entities
- The Marathon Foundation · exempt
- Communitas Capital · partnership
- Naic Management Group Inc · corp_trust
Screen this organization
A dated, signed PDF of the compliance screen for NATIONAL ASSOCIATION OF INVESTMENT COMPANIES INC: 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 NATIONAL ASSOCIATION OF INVESTMENT COMPANIES INC?
- NATIONAL ASSOCIATION OF INVESTMENT COMPANIES INC (Washington, D.C.) receives grants from 1 organization whose IRS filings report $50,000 to it, the largest being GENNX FOUNDATION INC ($50,000). 0 of them have funded it in more than one year.
- How many funders does NATIONAL ASSOCIATION OF INVESTMENT COMPANIES INC have?
- IRS filings report 1 organization giving $50,000 in grants to NATIONAL ASSOCIATION OF INVESTMENT COMPANIES INC.
- Who is the largest funder of NATIONAL ASSOCIATION OF INVESTMENT COMPANIES INC?
- GENNX FOUNDATION INC is the largest funder on record, with $50,000 in grants. The full list of funders is on this page.
- How can an organization like NATIONAL ASSOCIATION OF INVESTMENT COMPANIES INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Washington, D.C.. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 1 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