2024-11-20T02:30:54-05:00 2023-12-31 363963131 Mann Weitz & Associates LLC 570 LAKE COOK ROAD SUITE 330 Deerfield IL 600154982 990 2023-01-01 362976274 AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS % JOHN BAJKOWSKI AMER 3122800170 625 N MICHIGAN AVE SUITE 1720 CHICAGO IL 606113151 Marcy Steindler Principal 2024-11-20 true Marcy Steindler P00573131 8472673400 2024-11-20 2023 2024-10-15 13:58:12Z X JOHN BAJKOWSKI 625 N MICHIGAN AVE SUITE 1720 CHICAGO IL 606113151 9495179 false X X 1978 DE TO ASSIST INDIVIDUALS TO BECOME EFFECTIVE MANAGERS OF THEIR OWN ASSETS THROUGH PROGRAMS OF EDUCATION INFORMATION AND RESEARCH. 4 3 41 290 0 0 0 151500 6504724 5997626 176396 925728 422084 350806 7103204 7425660 0 0 0 0 3278924 3629083 0 0 0 3790140 3889973 7069064 7519056 34140 -93396 3214356 1864656 14918039 14348469 -11703683 -12483813 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. false false 1756242 0 2458640 MEMBERSHIP PROGRAMS: AAII PROVIDES INVESTMENT EDUCATION INFORMATION AND RESEARCH FOR APPROXIMATELY 137,000 MEMBERS. MEMBERS RECEIVE ACCESS TO THE AAII.COM WEBSITE AND ITS 27-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. 2168440 0 3486582 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 4,000 PUBLICLY TRADED COMPANIES WITH EDUCATION ON INVESTMENT SCREENING AND SELECTION. THE 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. A+ INVESTOR IS A SUITE OF TOOLS THAT EDUCATES IN DISCOVERING RESEARCHING AND TRACKING INVESTMENTS. AAII RETIREMENT INVESTING PROVIDES EDUCATION ON SAVING FOR TRANSITIONING TO AND LIVING IN RETIREMENT. AAII PLATINUM IS A BUNDLE OF DIVIDEND INVESTING GROWTH INVESTING STOCK SUPERSTARS REPORT VMQ STOCKS RETIREMENT INVESTING AND A+ INVESTOR. 95540 0 38671 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. AAII PROVIDES AN ONLINE COMMUNITY FOR DISCUSSION AND EXCHANGE OF EDUCATIONAL INFORMATION. 193924 0 13822 FORM 990 PART III LINE 4D OTHER PROGRAM SERVICES: 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 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. BOOKS: AAII OFFERS MEMBERS SEVERAL EDUCATIONAL BOOK TITLES WITHIN OUR AAII INVESTOR LIBRARY SERIES. THESE TITLES COVER INVESTING BASICS RETIREMENT PLANNING AND PORTFOLIO BUILDING. 193924 0 13822 4214146 true true false false false false false false false false true false false false false true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 9 0 true 41 true false false false false false false false 0 false false false false false 4 3 false false false false false false false true true false true false true true true true true true true true false X DONNA M CARONE 3122800170 625 N MICHIGAN AVE SUITE 1720 CHICAGO IL 606113151 JOHN BAJKOWSKI PRESIDENT 0.00 40.00 X X 193842 0 28371 CHARLES ROTBLUT VP EDITOR 0.00 40.00 X 190708 0 21772 WAYNE THORP VP SR FINANCIAL ANALYST 0.00 40.00 X 159298 0 7078 DONNA CARONE CONTROLLER 0.00 40.00 X 160999 0 13377 NICK POWELL IT DIRECTOR 0.00 40.00 X 155000 0 26379 RYAN SISKA PRODUCT MANAGER 0.00 40.00 X 146188 0 2709 APPAIAH KUPPANDA SOFTWARE PRODUCT SPECIALIST 0.00 40.00 X 130654 0 0 MOHAN RAMBUKKANA MAGGANAGE WEB DEVELOPER 0.00 40.00 X 118400 0 3123 PETER NGUYEN VP MARKETING 0.00 40.00 X 117307 0 16242 HARRY MADORIN VP OPERATIONS 0.00 40.00 X 102587 0 19410 JOHN MARKESE CHAIRMAN 0.00 2.00 X X 19026 0 0 LLOYD SHEFSKY DIRECTOR 0.00 2.00 X 19026 0 0 JIA PENG DIRECTOR 0.00 2.00 X 14342 0 0 1527377 0 138461 15 false true false LSC COMMUNICATIONS PO BOX 830186 PHILADELPIA PA 191820186 MAILING HOUSE 352530 REFINITIV PO BOX 415983 BOSTON MA 02241 DATA PROVIDER 341467 GH PRINTING 5207 WALNUT AVENUE DOWNERS GROVE IL 60515 PRINTER 287342 SUBURBAN MAILING SERVICES 2020 SWIFT DRIVE OAK BROOK IL 605231578 MAILING SERVICES 131788 4 0 0 0 0 0 151500 0 151500 SUBSCRIPTIONS 3486592 3486592 0 0 MEMBERSHIP PROGRAMS 2458640 2458640 0 0 NATIONAL PROGRAMS 38572 38572 0 0 BOOKS 13822 13822 0 0 0 0 0 0 0 0 0 0 5997626 28429 0 0 28429 0 0 0 0 349730 0 0 349730 0 0 0 0 0 0 0 0 0 0 2966818 0 2069519 0 897299 0 897299 0 0 897299 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MISCELLANEOUS 1076 1076 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1076 7425660 5998702 0 1275458 0 0 0 0 0 0 0 0 835081 526101 308980 0 0 0 0 0 2150654 1334127 816527 0 16935 10669 6266 0 411008 258935 152073 0 215405 135705 79700 0 0 0 0 0 11609 0 11609 0 55887 0 55887 0 0 0 0 0 0 0 0 0 0 0 22226 0 22226 0 1211411 0 1211411 0 319137 48032 271105 0 404719 169836 234883 0 112420 112420 0 0 253862 163749 90113 0 14804 7102 7702 0 0 0 0 0 28573 28573 0 0 0 0 0 0 0 0 0 0 22346 14113 8233 0 28195 0 28195 0 PUBLICATIONS 1107291 1107291 0 0 MEMBERSHIP INFORMATION 179292 179292 0 0 LICENSES AND SUBSCRIPTIONS 15134 15134 0 0 MISCELLANEOUS 103067 103067 0 0 0 0 0 0 7519056 4214146 3304910 0 0 0 0 0 634 634 374294 141802 0 0 108772 40129 0 0 0 0 0 0 0 0 301922 402459 841890 831770 27687 10120 2290417 1260944 0 0 0 0 0 0 110630 8568 3214356 1864656 623310 431891 0 0 14294729 13916578 0 0 0 0 0 0 0 0 0 0 0 0 14918039 14348469 X -11703683 -12483813 0 0 -11703683 -12483813 3214356 1864656 -93396 -680127 0 0 -6607 0 X false true X true false X 0 0 523946 0 150000 673946 6171219 5615193 6356845 6504724 5997626 30645607 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6171219 5615193 6880791 6504724 6147626 31319553 0 0 0 0 150000 150000 0 0 0 0 0 0 0 0 0 0 150000 150000 31169553 409418 421317 429454 458767 378159 2097115 0 0 0 0 0 0 409418 421317 429454 458767 378159 2097115 0 0 0 0 0 0 0 0 0 0 1076 1076 6580637 6036510 7310245 6963491 6526861 33417744 0.9327 0.9342 0.0628 0.0657 X Part III - Line 12 | Year:, Amount:, Description:| 2019, 0.0000, | 2020, 0| 2021, 0| 2022, 0| 2023, 1076Other miscellaneous income received.| RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 167994 162655 5339 64339 59558 4781 609557 609557 0 10120 X 6745533 -680127 -680127 7425660 0 7425660 7519056 0 7519056 0 7519056 Part X, line 2 PART X LINE 2: THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ARE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT BASED ON THE TECHNICAL MERITS THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31 2023 THE ASSOCIATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X X X false false false false false false false false false JOHN BAJKOWSKI PRESIDENT 193842 0 0 0 0 0 0 0 28371 0 222213 0 0 0 CHARLES ROTBLUT VP EDITOR 190708 0 0 0 0 0 10500 0 21772 0 222980 0 0 0 WAYNE THORP VP SR FINANCIAL ANALYST 159298 0 0 0 0 0 0 8500 7078 0 166376 8500 0 0 DONNA CARONE CONTROLLER 160999 0 0 0 0 0 0 0 13377 0 174376 0 0 0 NICK POWELL IT DIRECTOR 155000 0 0 0 0 0 0 0 26379 0 181379 0 0 0 Part VI, Line 11b FORM 990 PART VI SECTION B LINE 11B: THE TAX RETURN AND SCHEDULES ARE GIVEN TO THE PRESIDENT TO REVIEW AFTER THEY HAVE BEEN COMPLETED. COPIES ARE THEN SENT TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. ANY QUESTIONS AND COMMENTS ARE SUBMITTED BY THE BOARD TO THE PRESIDENT AND CONTROLLER. IF CHANGES ARE REQUIRED THE REVISED RETURN IS SENT AGAIN TO THE BOARD FOR FINAL APROVAL. Part VI, Line 12c FORM 990 PART VI SECTION B LINE 12C: ALL OFFICERS AND DIRECTORS ARE MONITORED BY THE CHIEF EXECUTIVE AND CHAIRMAN REGARDING ALL SIGNIFICANT TRANSACTIONS FOR ANY CONFLICT OF INTEREST. THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS ALSO REVIEWS THESE TRANSACTIONS. Part VI, Line 15 REPORTS FROM THE ASSOCIATION COMPENSATION AND BENEFITS STUDY BY THE ASAE ARE CREATED AND REVIEWED WHICH CONSIDER ORGANIZATION TYPE BUDGET STAFF SIZE GEOGRAPHIC SCOPE AND LOCATION. OFFICER COMPENSATION IS REVIEWED BY THE COMPENSATION COMMITTEE WHICH IS COMPRISED OF THE INDEPENDENT BOARD MEMBERS. Part VI, Line 19 FORM 990 PART VI SECTION C LINE 19: GOVERNING DOCUMENTS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC WITH A WRITTEN REQUEST. COPIES ARE MADE AND MAILED TO THE INTERESTED PARTY.