Nonprofit · EIN 43-2014169
NATIONAL ASSOCIATION OF STATE INVESTMENT OFFICERS
Tax-exempt · SIOUX FALLS, SD 57106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $382,756 | $247,372 | $135,384 | $465,084 | $7,000 | $458,084 |
| June 30, 2024 | 990 | $319,104 | $289,458 | $29,646 | $321,200 | $442 | $320,758 |
| June 30, 2023 | 990 | $132,662 | $207,749 | -$75,087 | $274,054 | $0 | $274,054 |
| June 30, 2022 | 990 | $85,017 | $86,453 | -$1,436 | $438,891 | $104,750 | $334,141 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $376,840
- Investment income
- $5,916
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $7,705
- Program services (functional)
- $225,401
- Management and general (functional)
- $21,971
Balance sheet and other
- Total assets, start of year
- $321,200
- Total assets, end of year
- $465,084
- Total liabilities, end of year
- $7,000
- Net assets, end of year
- $458,084
- Net assets without donor restrictions
- $458,084
- Gross receipts
- $382,756
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2004
- State of legal domicile
- SD
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIKE CHARETTE | PFDE CHAIR Trustee or director | 1 | $0 |
| MATT CLARK | SENIOR DIRECTOR Trustee or director | 1 | $0 |
| LANEY SANDERS | AT LARGE Trustee or director | 1 | $0 |
| SAM MASOUDI | HOST DIRECTOR Trustee or director | 1 | $0 |
| RICHELLE SUGIYAMA | NASIP LIAISON Trustee or director | 1 | $0 |
| STAN RUPNIK | HOST DIRECTOR Trustee or director | 1 | $0 |
| ROBERT BRACKENBURY | TREASURER Officer | 1 | $0 |
| JEB BURNS | VICE CHAIR Officer | 1 | $0 |
| TJ CARLSON | CHAIR Officer | 1 | $0 |
| ALLYSON TUCKER | SECRETARY Officer | 1 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIKE CHARETTE | PFDE CHAIR Trustee or director | 1 | $0 |
| MATT CLARK | SENIOR DIRECTOR Trustee or director | 1 | $0 |
| LANEY SANDERS | AT LARGE Trustee or director | 1 | $0 |
| SAM MASOUDI | HOST DIRECTOR Trustee or director | 1 | $0 |
| RICHELLE SUGIYAMA | NASIP LIAISON Trustee or director | 1 | $0 |
| STAN RUPNIK | HOST DIRECTOR Trustee or director | 1 | $0 |
| ROBERT BRACKENBURY | TREASURER Officer | 1 | $0 |
| JEB BURNS | VICE CHAIR Officer | 1 | $0 |
| TJ CARLSON | CHAIR Officer | 1 | $0 |
| ALLYSON TUCKER | SECRETARY Officer | 1 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS AILMAN | HOST DIRECTOR Trustee or director | 0 | $0 |
| MIKE CHARETTE | PFDE CHAIR Trustee or director | 0 | $0 |
| MATT CLARK | SENIOR DIRECTOR Trustee or director | 0 | $0 |
| MANSCO PERRY III | SENIOR DIRECTOR Trustee or director | 0 | $0 |
| LARRY JOHANSEN | PRIOR HOST DIRECTOR Trustee or director | 0 | $0 |
| SAM MASOUDI | HOST DIRECTOR Trustee or director | 0 | $0 |
| RICHELLE SUGIYAMA | NASIP LIAISON Trustee or director | 0 | $0 |
| ROBERT BRACKENBURY | TREASURER Officer | 0 | $0 |
| JEROME BURNS | VICE CHAIR Officer | 0 | $0 |
| TJ CARLSON | CHAIR Officer | 0 | $0 |
| ALLYSON TUCKER | SECRETARY Officer | 0 | $0 |
990 for the year ended June 30, 2022: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS AILMAN | HOST DIRECTO Trustee or director | – | $0 |
| MIKE CHARETTE | PFDE CHAIR Trustee or director | – | $0 |
| MATT CLARK | SENIOR DIREC Trustee or director | – | $0 |
| MANSCO PERRY III | SENIOR DIREC Trustee or director | – | $0 |
| LARRY JOHANSEN | PRIOR HOST D Trustee or director | – | $0 |
| SAM MASOUDI | HOST DIRECTO Trustee or director | – | $0 |
| RICHELLE SUGIYAMA | NASIP LIAISO Trustee or director | – | $0 |
| ROBERT BRACKENBURY | TREASURER Officer | – | $0 |
| JEROME BURNS | VICE CHAIR Officer | – | $0 |
| TJ CARLSON | CHAIR Officer | – | $0 |
| ALLYSON TUCKER | SECRETARY Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 4009 W 49TH ST STE 300, SIOUX FALLS, SD 57106-5221
- In care of
- % MATTHEW CLARK
- Principal officer (990 for 2024)
- ROBERT BRACKENBURY, 4009 W 49TH STREET SUITE 300, SIOUX FALLS, SD 57106
- Signed the 990
- ROBERT BRACKENBURY, TREASURER
- Phone
- (605) 996-9646
- Return prepared by
- BARNARD VOGLER & CO CPA'S
Mission
EXCHANGE INFORMATION REGARDING INVESTMENT MANAGEMENT AND OTHER PURPOSES FOR STATE INVESTMENT OFFICERS.
Program accomplishments
- THE PURPOSE OF THE STATE PENSION INVESTMENT ORGANIZATION IS TO EXCHANGE INFORMATION REGARDING INVESTMENT MANAGEMENT AND OPERATIONS, RELATED LEGISLATIVE ACTIVITIES, PORTFOLIO GROWTH AND PERFORMANCE, AND OTHER RELATED ISSUES THAT IMPACT THE RESPECTIVE FUNDS AND INVESTMENT PORTFOLIOS MANAGED BY MEMBERS OF THE CORPORATION.Expenses $225,401
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 43-2014169
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $465,084
- Income (IRS master file)
- $382,756
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $382,756 | $247,372 | $465,084 | IRS |
| 990 | June 2024 | $319,104 | $289,458 | $321,200 | XML |
| 990 | June 2023 | $132,662 | $207,749 | $274,054 | XML |
| 990 | June 2022 | $85,017 | $86,453 | $438,891 | XML |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-2014169).
Questions about NATIONAL ASSOCIATION OF STATE INVESTMENT OFFICERS
- What is the EIN of NATIONAL ASSOCIATION OF STATE INVESTMENT OFFICERS?
- The employer identification number (EIN) of NATIONAL ASSOCIATION OF STATE INVESTMENT OFFICERS is 43-2014169.
- Is NATIONAL ASSOCIATION OF STATE INVESTMENT OFFICERS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2004.
- Are donations to NATIONAL ASSOCIATION OF STATE INVESTMENT OFFICERS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NATIONAL ASSOCIATION OF STATE INVESTMENT OFFICERS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NATIONAL ASSOCIATION OF STATE INVESTMENT OFFICERS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL ASSOCIATION OF STATE INVESTMENT OFFICERS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of NATIONAL ASSOCIATION OF STATE INVESTMENT OFFICERS?
- The 990 for the year ended June 30, 2025 names ROBERT BRACKENBURY.
- Who are the officers and directors of NATIONAL ASSOCIATION OF STATE INVESTMENT OFFICERS?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does NATIONAL ASSOCIATION OF STATE INVESTMENT OFFICERS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $382,756, expenses of $247,372 and total assets of $465,084 at year end.
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All nonprofits in SIOUX FALLS · South Dakota · Community improvement and capacity building