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NATIONAL ASSOCIATION OF ACTIVE INVESTMENT MANAGERS INC

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Public IRS 990 nonprofit record

NATIONAL ASSOCIATION OF ACTIVE INVESTMENT MANAGERS INC

EIN 38-2904659 · Professional Athletic Leagues (N80)

What they do

AS AN ORGANIZATION, NAAIM ENGAGES IN NUMEROUS ACTIVITIES to PROMOTE ACTIVE MANAGEMENT and FURTHER THE PROFESSIONAL DEVELOPMENT of ITS MEMBERS, INCLUDING:>ACQUIRING, PRESERVING and DISSEMINATING VALUABLE INFORMATION RELATIVE TO, or USEFUL IN PROVIDING, ACTIVE INVESTMENT MANAGEMENT SERVICES; >PROVIDING THE OPPORTUNITY for MEMBERS to EXCHANGE INFORMATION, EXPERIENCES and OPINIONS THROUGH DISCUSSIONS, MEETINGS, STUDY and PUBLICATIONS; >KEEPING ITS MEMBERS INFORMED of LEGISLATIVE and ADMINISTRATIVE CHANGES AFFECTING INVESTMENT ADVISORY SERVICES, and REPRESENTING THEIR INTERESTS IN THE FORMULATION of POLICY AFFECTING SUCH SERVICES; >DEVELOPING and ENCOURAGING THE PRACTICE of HIGH STANDARDS of PERSONAL and PROFESSIONAL CONDUCT AMONG MEMBERS and THE PUBLIC; >EDUCATING THE PUBLIC WITH REGARD to THE CONCEPT and BENEFITS of ACTIVE INVESTMENT MANAGEMENT SERVICES and PROMOTING THE PUBLICS USE of SUCH SERVICES.

Before you give

Should I give to this charity?

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We do not have enough spending detail

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Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders15 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$87.51spent for every $100 of revenueRevenue covered expenses this year.
$2.96in assets for every $1 spent this yearSome assets cannot be spent right away.
10.9%of its money came from giftsOther money may come from services or investments.

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Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$348,746
Expenses$305,171
Annual surplus $43,575 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$348,746
Expenses$305,171
Assets$902,062
Income$1,965,916
Contributions$38,000
Stocks and bonds$826,150
Accounting fees$7,088
Investing fees$5,932
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (15)

ASHER ROGOVYDIRECTOR

BARRY ARNOLDPRESIDENT

CRAIG THOMPSONDIRECTOR

DAVID BUSHDIRECTOR

GREGORY CORNEILLEDIRECTOR

JACOB DESCHENESV PRES

JIM LEEDIRECTOR

JOSHUA KNELLERDIRECTOR

MATT SPANGLERDIRECTOR

PAUL SCHATZTREASURER

ROBERT BERNSTEINSECRETARY

RON ROUGHDIRECTOR

RYAN REDFERNCHAIRMAN

SAM BILLS JRDIRECTOR

WHITNEY RIBBENSDIRECTOR

About this charity

Recognized since
January 1994
Location
6732 WEST COAL MINE AVENUE 446, LITTLETON, CO 80123-4573
County
Jefferson
In care of
% JERRY C WAGNER
Primary officer
PAUL SCHATZ, TREASURER

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
BAILEY MOORE GLAZER SCHAEFER PROTO LLP
NTEE classification
Professional Athletic Leagues (N80)
IRS tax category
Professional Athletic Leagues

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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