NATIONAL ASSOCIATION OF INVESTMENT… - Form 990 Financial Data

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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

1971

Legal Domicile

Principal Officer

TINA MCINTYRE

Phone

2022043001

Tax Period

2024-01-01 to 2024-12-31

NATIONAL ASSOCIATION OF INVESTMENT COMPANIES INC, founded in 1971, is a community nonprofit that reported $5.9M in total revenue in fiscal year 2024.

Mission

TO ADVOCATE FOR AN INCREASE IN ACCESS TO CAPITAL FOR DIVERSE-OWNED ALTERNATIVE INVESTMENT FIRMS.

Program Service Accomplishments

Program 1

Expenses: $5,127,685 Revenue: $1,023,550

NAIC ADMINISTERED VARIOUS PROGRAMS AND INITIATIVES DESIGNED TO INCREASE ACCESS TO CAPITAL FOR DIVERSE ALTERNATIVE INVESTMENT FIRMS BY EDUCATING INSTITUTIONAL INVESTORS AND OTHER KEY STAKEHOLDERS...

NAIC ADMINISTERED VARIOUS PROGRAMS AND INITIATIVES DESIGNED TO INCREASE ACCESS TO CAPITAL FOR DIVERSE ALTERNATIVE INVESTMENT FIRMS BY EDUCATING INSTITUTIONAL INVESTORS AND OTHER KEY STAKEHOLDERS ABOUT THE STELLAR EXPERTISE AND RESULTS DELIVERED BY THESE OFTEN UNDERUTILIZED, YET HIGHLY QUALIFIED ASSET MANAGERS.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,791,295

Program Service Revenue $1,023,550

Investment Income $102,872

Other Revenue $0

TOTAL REVENUE $5,917,717

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,341,546

Fundraising Expenses $0

Program Expenses $5,127,685

Other Expenses $2,461,359

TOTAL EXPENSES $5,802,905

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,917,717	$5,960,816	0.0%
Expenses	$5,802,905	$5,376,951	+0.1%
Net Income	$114,812	$583,865	-0.8%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$1,998,550

Total Directors

$933,962

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT GREENE	PRESIDENT & CEO	40.00	Officer Director	$900,264	$33,698	$933,962
JOSEPH HASLIP	CHAIRMAN	5.00	Officer Director	$0	$0	$0
MICHAEL SMART	VICE CHAIRMAN	5.00	Officer Director	$0	$0	$0
LLOYD METZ	TREASURER	5.00	Officer Director	$0	$0	$0
XAVIER GUTIERREZ	SECRETARY	5.00	Officer Director	$0	$0	$0
CHARLES WILLIS	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS ALLEN	DIRECTOR	2.00	Director	$0	$0	$0
DAPHNE DUFRESNE	DIRECTOR	2.00	Director	$0	$0	$0
DEREK JONES	DIRECTOR	2.00	Director	$0	$0	$0
FRED EBRAHEMI	DIRECTOR	2.00	Director	$0	$0	$0
IVELISSE SIMON	DIRECTOR	2.00	Director	$0	$0	$0
JUAN SABATER	DIRECTOR	2.00	Director	$0	$0	$0
KATHLIKA FONTES	DIRECTOR	2.00	Director	$0	$0	$0
KOLA OLOFINBOBA	DIRECTOR	2.00	Director	$0	$0	$0
MAURA REILLY KENNEDY	DIRECTOR	2.00	Director	$0	$0	$0
PHILIP LO	DIRECTOR	2.00	Director	$0	$0	$0
TONY LEE	DIRECTOR	2.00	Director	$0	$0	$0
CARMEN ORTIZ-MCGHEE	CHIEF OPERATING OFFICER	40.00	Officer	$551,866	$47,207	$599,073
TINA MCINTYRE	SVP & CHIEF FINANCIAL OFFICER	40.00	Officer	$409,521	$55,994	$465,515
HARLAND ABRAHAM	VICE PRESIDENT, DEVELOPMENT	40.00	Highest	$190,402	$31,610	$222,012
KRISTEN PERLMAN	VICE PRESIDENT, MARKETING & INSIGHTS	40.00	Highest	$191,540	$46,051	$237,591
MARISSA MAHONEY	SENIOR DIRECTOR, PARTNERSHIPS & ALLIANCES	40.00	Highest	$157,565	$15,992	$173,557
JACQUANIESE WASHINGTON	DIRECTOR, PROGRAMS & INITIATIVES	40.00	Highest	$127,141	$10,537	$137,678
DAWN SIMMONS	MEMBER SERVICES MANAGER	40.00	Highest	$112,461	$30,834	$143,295

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
2024	$5,917,717	$5,802,905	$5,070,961	$114,812
2023	$5,960,816	$5,376,951	$4,858,506	$583,865
2022	$5,187,229	$4,301,016	$4,076,477	$886,213
2021	$4,386,610	$3,602,449	$3,267,045	$784,161
2020	$4,096,647	$3,431,774	$2,445,833	$664,873
2019	$3,130,844	$2,787,300	$1,741,606	$343,544
2018	$2,253,218	$1,943,537	$1,352,964	$309,681

NATIONAL ASSOCIATION OF INVESTMENT COMPANIES INC