Organizations Filed Purposes:
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.
TO ASSIST INDIVIDUALS TO BECOME EFFECTIVE MANAGERS OF THEIR OWN ASSETS THROUGH PROGRAMS OF EDUCATION, INFORMATION AND RESEARCH.
MEMBERSHIP PROGRAMS: AAII PROVIDES INVESTMENT EDUCATION, INFORMATION, AND RESEARCH FOR OVER 160,000 MEMBERS. MEMBERS RECEIVE ACCESS TO THE AAII.COM WEBSITE AND ITS 21-YEAR ARCHIVE OF PERSONAL FINANCE AND INVESTING ARTICLES. MEMBERS ALSO RECEIVE MONTHLY ISSUES OF THE 36-PAGE AAII JOURNAL WITH EDUCATIONAL ARTICLES AND FEATURES, COVERING PORTFOLIO MANAGEMENT, STOCK AND MUTUAL FUND INVESTING APPROACHES, RETIREMENT PLANNING, TAXATION, INSURANCE, AND FINANCIAL PLANNING. ANNUAL AAII MEMBERS RECEIVE INVESTMENT INFORMATION GUIDES INCLUDING OUR MUTUAL FUNDS GUIDE, PERSONAL, TAX GUIDE, GUIDE TO EXCHANGE TRADED FUNDS AND SEVERAL OTHER EDUCATIONAL INVESTMENT GUIDES.
SUBSCRIPTION PROGRAMS: AAII OFFERS SUBSCRIPTION PROGRAMS THAT PROVIDE MEMBERS WITH INVESTMENT INFORMATION, EDUCATION, AND RESEARCH. OUR STOCK INVESTOR PRO SOFTWARE PROGRAM ALLOWS USERS TO CONDUCT FUNDAMENTAL STOCK ANALYSIS AND RESEARCH ON OVER 6,000 PUBLICLY TRADED COMPANIES. THE STOCK SUPERSTARS (SSR), DIVIDEND INVESTING (DI), VMQ STOCKS WEBSITES AND CORRESPONDING PUBLICATIONS PROVIDE INFORMATION AND RESEARCH ON STOCK ANALYSIS AND PORTFOLIO CONSTRUCTION AND MANAGEMENT. OUR A+ INVESTOR TOOLS INCLUDE PORTFOLIO TRACKING AND ANALYSIS, CUSTOMIZABLE SCREENING TOOLS, AND DATA FOR OVER 30,000 STOCKS, FUNDS, AND ETFS. OUR AAII PLATINUM BUNDLE INCLUDES A+ INVESTOR, STOCK SUPERSTARS REPORT, DIVIDEND INVESTING, AND VMQ STOCKS. OUR INDIVIDUAL INVESTOR PUBLICATION COVERS THE BASICS OF INVESTING.
NATIONAL PROGRAMS: THE GOAL OF OUR LOCAL CHAPTER PROGRAMS IS TO OFFER UNBIASED INVESTMENT EDUCATION AND MEMBERSHIP INTERACTION. AAII HOSTED OVER 230 LOCAL CHAPTER MEETINGS AT 38 CHAPTERS IN 22 STATES THIS YEAR, WITH ALMOST 11,700 ATTENDEES. AAII ALSO HOSTED AN ANNUAL 3-DAY INVESTOR CONFERENCE, OCTOBER 24-27, 2019 IN ORLANDO FLORIDA, FEATURING EDUCATIONAL SPEAKERS WITH OVER 700 ATTENDEES. THE NEXT CONFERENCE WAS TO BE HELD SEPTEMBER 30-OCTOBER 5, 2020 AT THE PARIS LAS VEGAS HOTEL IN LAS VEGAS, NEVADA; HOWEVER DUE TO THE COVID-19 PANDEMIC, THE DECISION WAS MADE NOT TO HOLD THE EVENT AT AN IN-PERSON VENUE. INSTEAD, THE INVESTOR CONFERENCE WAS RESCHEDULED FOR SEPTEMBER 30-OCTOBER 3, 2021 AS A VIRTUAL EVENT. THERE WERE 207 ATTENDEES REGISTERED FOR THE 2020 INVESTOR CONFERENCE.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| John Bajkowski | PRESIDENT/CEO | 40 | $281,092 |
| Harry Madorin | SR VP OPERATIONS/SECRETAR | 40 | $228,008 |
| Charles Rotblut | VP EDITOR | 40 | $199,747 |
| Wayne Thorp | VP SR FIN ANALYST | 40 | $149,498 |
| Donna Carone | CONTROLLER | 40 | $143,822 |
| Peter Nguyen | WEB MANAGER | 40 | $135,121 |
| Nick Powell | IS DIRECTOR | 40 | $132,480 |
| Adam Pfeffer | MARKETING | 40 | $115,743 |
| George W Gau | DIRECTOR | 2 | $14,342 |
| Lloyd Shefsky | DIRECTOR | 2 | $14,342 |
| John Markese | VICE CHAIRMAN/CHAIR | 2 | $14,342 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202131009349300608_public.xml