AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS

EIN: 362976274 501(c)(3) Public & Societal Benefit

CHICAGO, IL

Total Revenue
$5,894,187
Total Expenses
$5,777,543
Total Assets
$1,332,942
Net Assets
$-12,599,626
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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
1978
Legal Domicile
DE
Principal Officer
JOHN BAJKOWSKI
Phone
3122800170
Tax Period
2024-01-01 to 2024-12-31

AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS, founded in 1978, is a community nonprofit in the Public & Societal Benefit sector that reported $5.9M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

TO ASSIST INDIVIDUALS TO BECOME EFFECTIVE MANAGERS OF THEIR OWN ASSETS THROUGH PROGRAMS OF EDUCATION INFORMATION AND RESEARCH.

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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 (2024)

Revenue Breakdown

Contributions & Grants $144,091
Program Service Revenue $5,203,595
Investment Income $314,435
Other Revenue $232,066
TOTAL REVENUE $5,894,187

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,789,190
Fundraising Expenses $0
Program Expenses $3,327,456
Other Expenses $2,988,353
TOTAL EXPENSES $5,777,543

Year-over-Year Comparison

2024 2023 Change
Revenue $5,894,187 $7,425,660 -0.2%
Expenses $5,777,543 $7,519,056 -0.2%
Net Income $116,644 $-93,396 -2.2%
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
3
Independent Members
3
Employees
37
Volunteers
242

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
4
$568,439
Total Directors
5
$207,443
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN BAJKOWSKI PRESIDENT 0.00
Officer Director
$177,230 $30,213 $207,443
CHARLES ROTBLUT VP EDITOR 0.00
Officer
$179,350 $23,525 $202,875
WAYNE THORP VP SR FINANCIAL ANALYST 0.00
Officer
$150,451 $7,670 $158,121
DONNA CARONE CONTROLLER 0.00
Highest
$160,999 $14,200 $175,199
NICK POWELL IT DIRECTOR 0.00
Highest
$155,000 $27,935 $182,935
KORBERT SMITH MARKETING DIRECTOR 0.00
Highest
$122,782 $0 $122,782
MOHAN RAMBUKKANA MAGGANA WEB DEVELOPER 0.00
Highest
$117,963 $11,555 $129,518
JEAN HENRICH MANAGING EDITOR 0.00
Highest
$106,364 $29,444 $135,808
JOHN MARKESE CHAIRMAN 0.00
Officer Director
$0 $0 $0
LLOYD SHEFSKY DIRECTOR 0.00
Director
$0 $0 $0
JIA PENG DIRECTOR 0.00
Director
$0 $0 $0
ELIZABETH HULDIN 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
2024 $5,894,187 $5,777,543 $1,332,942 $116,644
2023 $7,425,660 $7,519,056 $1,864,656 $-93,396
2022 $7,103,204 $7,069,064 $3,214,356 $34,140
2021 $7,934,060 $7,434,250 $3,907,493 $499,810
2020 $6,623,979 $7,145,095 $3,828,005 $-521,116
2019 $7,218,963 $7,869,447 $4,879,714 $-650,484
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