NATIONAL ASSOCIATION OF INVESTORS CORPORATION

EIN: 382111435 501(c)(3) Human Services

TROY, MI

Total Revenue
$2,884,281
Total Expenses
$3,229,247
Total Assets
$3,287,371
Net Assets
$2,000,389
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1951
Legal Domicile
MI
Principal Officer
LINDSEY BELL
Phone
2485836242
Tax Period
2023-10-01 to 2024-09-30

NATIONAL ASSOCIATION OF INVESTORS CORPORATION, founded in 1951, is a community nonprofit in the Human Services sector that reported $2.9M in total revenue in fiscal year 2023. Expenses of $3.2M exceeded revenue, resulting in a 12% operating deficit.

Mission

PROGRAM OF SOUND INVESTMENT INFORMATION, EDUCATION, AND SUPPORT. OUR MISSION IS TO EDUCATE INDIVIDUAL INVESTORS AND INVESTMENT CLUBS TO BECOME SUCCESSFUL LIFELONG 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 (2023)

Revenue Breakdown

Contributions & Grants $161,234
Program Service Revenue $1,961,382
Investment Income $60,756
Other Revenue $700,909
TOTAL REVENUE $2,884,281

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,661,914
Fundraising Expenses $0
Program Expenses $2,770,848
Other Expenses $1,567,333
TOTAL EXPENSES $3,229,247

Year-over-Year Comparison

2023 2022 Change
Revenue $2,884,281 $2,685,843 +0.1%
Expenses $3,229,247 $3,019,528 +0.1%
Net Income $-344,966 $-333,685 +0.0%
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

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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
22
Volunteers
479

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
$4,450
Total Directors
9
$10,925
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KEN ZENDEL FORMER CEO 47.70
$171,012 $26,839 $197,851
SUZANNE ARTZBERGER DIRECTOR OF 40.00
Highest
$111,309 $23,807 $135,116
CLIFF TRENT DIR OF OPS & 40.00
Highest
$112,879 $12,126 $125,005
LINDSEY BELL CHAIR 3.50
Director
$1,550 $0 $1,550
PAT DONNELLY DIRECTOR 3.50
Director
$1,550 $0 $1,550
CYRELL LYNCH CHAIR 3.50
Officer Director
$1,550 $0 $1,550
IONNIE MCNEILL DIRECTOR 3.50
Director
$1,550 $0 $1,550
JACKIE KOSKI VICE CHAIR 3.50
Officer Director
$1,525 $0 $1,525
JOHN GANNON SECRETARY 3.50
Officer Director
$1,375 $0 $1,375
PAT GAMBLE-MOORE DIRECTOR 3.50
Director
$1,225 $0 $1,225
CAROL THEINE DIRECTOR 3.50
Director
$600 $0 $600
MICHAEL CALBERT TREASURER 3.50
Officer 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 $2,884,281 $3,229,247 $3,287,371 $-344,966
2023 $2,685,843 $3,019,528 $3,653,908 $-333,685
2022 $3,265,301 $2,975,245 $3,989,057 $290,056
2021 $2,490,210 $2,653,740 $3,823,314 $-163,530
2020 $2,170,565 $2,540,547 $3,876,994 $-369,982
2019 $2,703,637 $2,728,352 $4,341,223 $-24,715
2018 $2,698,844 $2,748,907 $4,611,622 $-50,063
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