CHICAGO, IL
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
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.
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...
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.
SUBSCRIPTIONS: The American Association of Individual Investors AAII offers subscription programs focusing on delivering comprehensive investment education information and research tools. These...
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.
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...
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| 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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