Program areas at BetterInvesting
Far too many americans are missing out on the basic building blocks of wealth creation because of lack of knowledge, exposure and opportunity. Too many still lack basic investment education. Through our programs, the National Association of Investors (naic) aims to address these issues and empower individual Investors to build a strong financial foundation. Naic/betterinvesting introduces individuals to the benefits of owning and investing in stock. The organization provides a program of unbiased, in- depth investing education to create successful lifelong Investors. The organization encourages a long term approach to investing and financial literacy that focuses on the selection and ownership of high-quality companies. Betterinvesting staff teach the organization's priciples and time-tested methodology via live educational webinars. Betterinvesting magazine is the naic/betterinvesting monthly publication on a variety of financial education topics distributed to all members. A dedicated inclusive community of volunteers across america develops and delivers educational programs to individuals and investment clubs. Hundreds of classes are offered locally and/or online each year. These educational programs are for the general public, with programs for beginners as well as for those who want to expand their knowledge of investing. The better investing volunteer advisory board sponsors and produces one annual conference: the Betterinvesting National convention, which offers dozens of investment education seminars over multiple days. Additionally, naic/betterinvesting provides tutorial-based, online tools for stock market analysis and portfolio management from beginner to expert.
Who funds BetterInvesting
Grants from foundations and other nonprofits
Personnel at BetterInvesting
Name | Title | Compensation | Date of data |
---|
Ken Zendel | Chief Executive Officer | $167,863 | 2024-08-13 |
Cliff Trent | Director , Shared Services / Director of Operations | $121,370 | 2023-09-30 |
John Gannon | Secretary / Director | $1,700 | 2023-09-30 |
Jackie Koski | Vice Chair / Treasurer / Director | $1,700 | 2023-09-30 |
Cyrell Lynch | Vice Chair | $1,700 | 2023-09-30 |
...and 4 more key personnel |
Financials for BetterInvesting
Revenues | FYE 09/2023 | FYE 09/2022 | % Change |
---|
Total grants, contributions, etc. | $100,986 | $426,641 | -76.3% |
Program services | $1,986,762 | $2,178,435 | -8.8% |
Investment income and dividends | $44,756 | $6,527 | 585.7% |
Tax-exempt bond proceeds | $0 | $0 | - |
Royalty revenue | $1,703 | $2,355 | -27.7% |
Net rental income | $0 | $0 | - |
Net gain from sale of non-inventory assets | $-6,486 | $-1,256 | -416.4% |
Net income from fundraising events | $0 | $0 | - |
Net income from gaming activities | $0 | $0 | - |
Net income from sales of inventory | $0 | $0 | - |
Miscellaneous revenues | $558,122 | $652,599 | -14.5% |
Total revenues | $2,685,843 | $3,265,301 | -17.7% |
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Data update history
September 27, 2024
Posted financials
Added Form 990 for fiscal year 2023
September 22, 2024
Updated personnel
Identified 2 new personnel
October 6, 2023
Posted financials
Added Form 990 for fiscal year 2022
September 27, 2023
Used new vendors
Identified 1 new vendor, including
July 18, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Public sector nonprofitsTrade associationsBusiness and community development organizationsHeadquarter / parent organizationsCharities
Issues
Human servicesPublic policyBusiness and industry
Characteristics
MembershipsNational levelCommunity engagement / volunteeringTax deductible donationsAccepts online donations
General information
- Address
- 570 Kirts Blvd Suite 237
- Troy, MI 48084
- Metro area
- Detroit-Warren-Dearborn, MI
- County
- Oakland County, MI
- Website URL
- betterinvesting.org/Â
- Phone
- (248) 583-6242
IRS details
- EIN
- 38-2111435
- Fiscal year end
- September
- Taxreturn type
- Form 990
- Year formed
- 1951
- Eligible to receive tax-deductible contributions (Pub 78)
- Yes
Categorization
- NTEE code, primary
- W90: Consumer Protection and Safety
- NAICS code, primary
- 813910: Trade Associations
- Parent/child status
- Independent
California AB-488 details
- AB 488 status
- May Operate or Solicit for Charitable Purposes
- Charity Registration status
- Current
- FTB status revoked
- Revoked
- AG Registration Number
- 119488
- FTB Entity ID
- 2175001
- AB 488 data last updated ("as-of") date
- 2024-10-16
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