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EIN 22-2072345

National Association of Investment Companies (NAIC)

IRS 501(c) type
501(c)(6)
Num. employees
8
City
Washington
State
District of Columbia
Year formed
1971
Most recent tax filings
2022-12-01
NTEE code, primary
S43: Management Services for Small Business, Entrepreneurs
Description
National Association of Investment Companies's mission is to teach individuals how to become successful long-term investors.
Total revenues
$5,187,229
2022
Total expenses
$4,301,016
2022
Total assets
$4,076,477
2022
Num. employees
8
2022

Program areas at NAIC

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.

Personnel at NAIC

NameTitleCompensation
Robert L. GreenePresident and Chief Executive Officer$950,141
Carmen Ortiz-McGheeChief Operating Officer$530,092
Tina McIntyreSenior Vice President and Chief Financial Officer$400,092
Alan HughesChief Content Officer
Kristen PerlmanDirector of Marketing and Communications
...and 9 more key personnel

Financials for NAIC

RevenuesFYE 12/2022
Total grants, contributions, etc.$4,245,253
Program services$916,060
Investment income and dividends$24,380
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$1,536
Total revenues$5,187,229

Form 990s for NAIC

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-10990View PDF
2021-122022-11-15990View PDF
2020-122021-10-27990View PDF
2019-122020-10-08990View PDF
2018-122020-01-03990View PDF
...and 9 more Form 990s
Data update history
January 2, 2024
Posted financials
Added Form 990 for fiscal year 2022
July 17, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 11, 2023
Updated personnel
Identified 7 new personnel
June 21, 2023
Posted financials
Added Form 990 for fiscal year 2020
June 13, 2023
Used new vendors
Identified 3 new vendors, including , , and
Nonprofit Types
Trade associationsBusiness and community development organizations
Issues
Business and industry
Characteristics
MembershipsPolitical advocacy
General information
Address
1300 Pennsylvania Ave NW 700
Washington, DC 20004
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
County
District of Columbia, DC
Website URL
naicpe.com/ 
Phone
(202) 559-5296
IRS details
EIN
22-2072345
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1971
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S43: Management Services for Small Business, Entrepreneurs
NAICS code, primary
813910: Trade Associations
Parent/child status
Independent
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