2025-11-19T14:35:50-05:00 2024-12-31 363963131 Mann Weitz & Associates LLC 570 LAKE COOK ROAD SUITE 330 Deerfield IL 600154982 990 2024-01-01 362976274 AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS AMER 3122800170 625 N MICHIGAN AVE SUITE 1720 CHICAGO IL 606113151 Donna M Carone Controller 3122800170 2025-11-20 true Marcy Steindler P00573131 8472673400 2025-11-20 2024 2025-03-06 01:10:19Z JOHN BAJKOWSKI 625 N MICHIGAN AVE SUITE 1720 CHICAGO IL 606113151 7689680 false X www.aaii.com X 1978 DE TO ASSIST INDIVIDUALS TO BECOME EFFECTIVE MANAGERS OF THEIR OWN ASSETS THROUGH PROGRAMS OF EDUCATION INFORMATION AND RESEARCH. 3 3 37 242 0 0 151500 144091 5997626 5203595 925728 314435 350806 232066 7425660 5894187 0 0 0 0 3629083 2789190 0 0 0 3889973 2988353 7519056 5777543 -93396 116644 1864656 1332942 14348469 13932568 -12483813 -12599626 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 1199113 0 2156241 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. 1849274 0 2947841 SUBSCRIPTIONS: 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 managing finances during retirement. The Platinum subscription package combines the benefits of Dividend Investing Growth Investing Stock Superstars Report VMQ Stocks Retirement Investing and A+ Investor services into a single offering. By consolidating these services the Platinum subscription ensures that members have access to a diverse range of resources to support their investment strategies and retirement planning goals. This comprehensive package underscores AAIIs dedication to providing members with the tools and information they need to achieve long-term financial success and security. 179907 0 77243 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. AAII OFFERS MEMBERS SEVERAL EDUCATIONAL BOOK TITLES WITHIN OUR AAII INVESTOR LIBRARY SERIES. THESE TITLES COVER INVESTING BASICS RETIREMENT PLANNING AND PORTOLIO BUILDING. 99162 0 22270 On 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. 99162 0 22270 3327456 true true false false false false false false false false true false false true true 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 8 0 true 37 true false false false false false false false 0 false false false false false 3 3 false false false false false false false true true false true true true true true true true true true true false IL X DONNA M CARONE 3122800170 625 N MICHIGAN AVE SUITE 1720 CHICAGO IL 606113151 JOHN BAJKOWSKI PRESIDENT 0.00 40.00 X X 177230 0 30213 CHARLES ROTBLUT VP EDITOR 0.00 40.00 X 179350 0 23525 WAYNE THORP VP SR FINANCIAL ANALYST 0.00 40.00 X 150451 0 7670 DONNA CARONE CONTROLLER 0.00 40.00 X 160999 0 14200 NICK POWELL IT DIRECTOR 0.00 40.00 X 155000 0 27935 KORBERT SMITH MARKETING DIRECTOR 0.00 40.00 X 122782 0 0 MOHAN RAMBUKKANA MAGGANA WEB DEVELOPER 0.00 40.00 X 117963 0 11555 JEAN HENRICH MANAGING EDITOR 0.00 40.00 X 106364 0 29444 JOHN MARKESE CHAIRMAN 0.00 2.00 X X 0 0 0 LLOYD SHEFSKY DIRECTOR 0.00 2.00 X 0 0 0 JIA PENG DIRECTOR 0.00 2.00 X 0 0 0 ELIZABETH HULDIN DIRECTOR 0.00 2.00 X 0 0 0 1170139 0 144542 12 false true false REFINITIV PO BOX 415983 BOSTON MA 02241 DATA PROVIDER 276100 LSC COMMUNICATIONS PO BOX 830186 PHILADELPHIA PA 191820186 MAILING HOUSE 188457 S & P GLOBAL MARKET INTELLIGENCE 33356 COLLECTION CENTER DR CHICAGO IL 60693 DATA PROVIDER 138975 3 0 0 0 0 0 144091 0 144091 SUBSCRIPTIONS 813910 2947841 2947841 0 0 MEMBERSHIP PROGRAMS 813910 2156241 2156241 0 0 NATIONAL PROGRAMS 813910 22270 22270 0 0 EDUCATIONAL MATERIALS 813910 77243 77243 0 0 0 0 0 0 0 0 0 0 5203595 8354 8354 0 0 0 0 0 0 230722 230722 0 0 0 0 0 0 0 0 0 0 0 0 2101574 0 1795493 0 306081 0 306081 306081 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MISCELLANEOUS 813910 1344 1344 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1344 5894187 5750096 0 0 0 0 0 0 0 0 0 0 607718 343454 264264 0 0 0 0 0 1719710 1131660 588050 0 0 0 0 0 291977 177742 114235 0 169785 107949 61836 0 0 0 0 0 21865 0 21865 0 78206 0 78206 0 0 0 0 0 0 0 0 0 0 0 159450 60290 99160 0 708708 0 708708 0 208949 20772 188177 0 351860 173832 178028 0 32229 32229 0 0 105321 66962 38359 0 15536 2179 13357 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 12176 7706 4470 0 24453 0 24453 0 PUBLICATIONS 940500 940500 0 0 MEMBERSHIP 196589 188714 7875 0 LICENSES & SUBSCRIPTIONS 72372 72372 0 0 MISCELLANEOUS 60139 1095 59044 0 0 0 0 0 5777543 3327456 2450087 0 0 0 0 0 634 634 141802 302406 0 0 40129 53454 0 0 0 0 0 0 0 0 402459 319876 512625 483527 10120 29098 1260944 346298 0 0 0 0 0 0 8568 281176 1864656 1332942 431891 576122 0 0 13916578 13032470 0 0 0 0 0 0 0 0 0 0 0 323976 14348469 13932568 X -12483813 -12599626 0 0 -12483813 -12599626 1864656 1332942 116644 -232457 0 0 0 0 X false true X true false X 0 523946 0 150000 144091 818037 5615193 6356845 6504724 5997626 5203595 29677983 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5615193 6880791 6504724 6147626 5347686 30496020 0 0 0 150000 144091 294091 0 0 0 0 0 0 0 0 0 150000 144091 294091 30201929 421317 429454 458767 378159 239076 1926773 0 0 0 0 0 0 421317 429454 458767 378159 239076 1926773 0 0 0 0 0 0 0 0 0 0 1344 1344 6036510 7310245 6963491 6525785 5588106 32424137 0.9315 0.9342 0.0594 0.0657 X Part III - Line 12 | Year:, Amount:, Description:| 2024, 1344Other miscellaneous income received.| RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3902 240 3662 27253 1817 25436 481470 481470 0 29098 281176 281176 Operating Lease Liability 323976 323976 X 5661730 -232457 -232457 5894187 0 5894187 5777543 0 5777543 0 5777543 Part X, line 2 PART 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 2024 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 177230 0 0 0 0 0 0 0 30213 0 207443 0 0 0 CHARLES ROTBLUT VP EDITOR 179350 0 0 0 0 0 20700 0 23525 0 223575 0 0 0 WAYNE THORP VP SR FINANCIAL ANALYST 150451 0 0 0 0 0 17000 0 7670 0 175121 0 0 0 DONNA CARONE CONTROLLER 160999 0 0 0 0 0 0 0 14200 0 175199 0 0 0 NICK POWELL IT DIRECTOR 155000 0 0 0 0 0 0 0 27935 0 182935 0 0 0 Part VI, Line 11a PART VI 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.