Association of Asian American Investment Managers

EIN: 030594209

San Francisco, CA

Total Revenue
$817,109
Total Expenses
$558,072
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2006
Tax Period
2019-01-01 to 2019-12-31

Association of Asian American Investment Managers, founded in 2006, is a small nonprofit that reported $817K in total revenue in fiscal year 2019. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $259K, a strong 32% operating margin.

Mission

Founded in the Year 2006, the Association of Asian American Investment Managers (AAAIM) is a national trade association dedicated to the advance of AAPIs (Asian Americans & Pacific-Islanders) in the asset management industry. AAAIM supports those trying to access top positions at major investment firms while also promoting an entrepreneurial route for investment managers that start their own firms. AAAIM is committed to providing an association that creates an educational forum for sharing expertise within the AAPI investment community; to build a pipeline of next generation leaders by encouraging more AAPI students to enter the field; and to serve as a catalyst for strategic relationships between AAPI managers and institutional investors.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $791,625
Program Service Revenue $25,166
Investment Income $318
Other Revenue $0
TOTAL REVENUE $817,109

Expense Breakdown

Grants Paid $0
Salaries & Benefits $195,167
Fundraising Expenses $36,291
Program Expenses $393,393
Other Expenses $362,905
TOTAL EXPENSES $558,072

Year-over-Year Comparison

2019 2018 Change
Revenue $817,109 $704,671 +0.2%
Expenses $558,072 $376,661 +0.5%
Net Income $259,037 $328,010 -0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
15
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$184,167
Total Directors
14
$11,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Grace Reyes President 40.00
Officer
$184,167 $0 $184,167
Diana Liu Director 5.00
Director
$11,000 $0 $11,000
Brenda Chia Chairman 0.00
Director
$0 $0 $0
Clayton Jue Director 0.00
Director
$0 $0 $0
Bennett Kim Director 0.00
Director
$0 $0 $0
Gordon Liao Director 0.00
Director
$0 $0 $0
William Park Director 0.00
Director
$0 $0 $0
Prashant Mehrotra Director 0.00
Director
$0 $0 $0
Susan Soh Director 0.00
Director
$0 $0 $0
Andreas Moon Director 0.00
Director
$0 $0 $0
Heidi Poon Director 0.00
Director
$0 $0 $0
Tony Lee Director 0.00
Director
$0 $0 $0
Cynthia Tsang Director 0.00
Director
$0 $0 $0
David Lam Director 0.00
Director
$0 $0 $0
Jay Eum Director 0.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2019 $817,109 $558,072 No data $259,037
2018 $704,671 $376,661 $832,631 $328,010
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