W โ€” Public & Societal BenefitEIN: 362976274ยท Ruling Year: 2017

American Association Of Individual Investors

Chicago, Illinois

DHealth Score
32D

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Poor

๐Ÿ’ฐ
$7.4M
Total Revenue
๐Ÿ“Š
$7.5M
Total Expenses
๐Ÿฆ
-$12.5M
Net Assets
๐Ÿ“‹
$14.3M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+4.5%
Year-over-year change (2022 โ†’ 2023)
Net Margin
-1.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
-1.66
Net assets divided by total expenses
Liabilities-to-Assets
769.5%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$7,425,660โ†‘5%$7,519,056โ†‘6%$1,864,656โ†“42%
2022$7,103,204โ†“10%$7,069,064โ†“5%$3,214,356โ†“18%
2021$7,934,060โ†‘20%$7,434,250โ†‘4%$3,907,493โ†‘2%
2020$6,623,979โ†“8%$7,145,095โ†“9%$3,828,005โ†“22%
2019$7,218,963โ†“10%$7,869,447โ†“3%$4,879,714โ†“13%
2018$7,991,346โ†‘8%$8,136,392โ†“1%$5,611,647โ†“25%
2017$7,374,134โ†“4%$8,188,551โ†‘6%$7,434,203โ†“8%
2016$7,691,383โ†“4%$7,755,383โ†“5%$8,123,726โ†“5%
2015$7,988,940โ†‘4%$8,159,531โ†‘8%$8,581,653โ†“14%
2014$7,674,337$7,568,210โ†“1%$9,930,110โ†‘1%
2013$7,692,225โ†‘26%$7,643,398โ†‘4%$9,861,954โ†‘35%
2012$6,094,424โ†“3%$7,382,514โ†“12%$7,322,755โ†‘5%
2011$6,258,867$8,393,548$6,963,901

Frequently Asked Questions

What does American Association Of Individual Investors do?โ–ผ

American Association Of Individual Investors is a public & societal benefit nonprofit organization based in Illinois. It is classified under NTEE code W60 and is registered as a 501(c) tax-exempt organization with the IRS.

Is American Association Of Individual Investors financially healthy?โ–ผ

Based on our 9-metric Financial Health Score model, American Association Of Individual Investors has a score of 32/100 (Grade: D). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does American Association Of Individual Investors generate?โ–ผ

American Association Of Individual Investors reports $5.9M in annual revenue and holds $1.3M in total assets, based on IRS filings.

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American Association Of Individual Investors โ€” Chicago, IL | GiveScope