NATIONAL ASSOCIATION OF INVESTMENT COS

As filed

Subsection

06

Classification

2000

Street

1300 PENNSYLVANIA AVE N W

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• NAIC ADMINISTERED VARIOUS PROGRAMS AND INITIATIVES DESIGNED TO INCREASE ACCESS TO CAPITAL FOR DIVERSE ALTERNATIVE INVESTMENT FIRMS BY EDUCATING INSTITUTIONAL INVESTORS AND OTHER KEY STAKEHOLDERS ABOUT THE STELLAR EXPERTISE AND RESULTS DELIVERED BY THESE OFTEN UNDERUTILIZED, YET HIGHLY QUALIFIED ASSET MANAGERS.

  Expenses $5,127,685 · Revenue $1,023,550

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $5,917,717

  Expenses

  $5,802,905

  Contributions

  $4,791,295

  Grants paid

  $0

• 2023

  Revenue

  $5,960,816

  Expenses

  $5,376,951

  Contributions

  $4,445,875

  Grants paid

  $0

• 2022

  Revenue

  $5,187,229

  Expenses

  $4,301,016

  Contributions

  $4,245,253

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $4,386,610

  Expenses

  $3,602,449

  Assets (EOY)

  $3,267,045

• 2020 · 990

  Revenue

  $4,096,647

  Expenses

  $3,431,774

  Assets (EOY)

  $2,445,833

• 2019 · 990

  Revenue

  $3,130,844

  Expenses

  $2,787,300

  Assets (EOY)

  $1,741,606

• 2018 · 990

  Revenue

  $2,253,218

  Expenses

  $1,943,537

  Assets (EOY)

  $1,352,964

• 2017 · 990

  Revenue

  $1,995,646

  Expenses

  $1,914,325

  Assets (EOY)

  $1,056,164

• 2016 · 990

  Revenue

  $1,994,882

  Expenses

  $1,680,001

  Assets (EOY)

  $972,993

• 2015 · 990

  Revenue

  $1,891,315

  Expenses

  $1,714,700

  Assets (EOY)

  $664,757

• 2014 · 990

  Revenue

  $1,324,452

  Expenses

  $1,032,556

  Assets (EOY)

  $559,940

• 2013 · 990

  Revenue

  $1,055,445

  Expenses

  $798,264

  Assets (EOY)

  $296,693

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $1,299,280

  Assets (EOY)

  $224,328

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files