Civic Intelligence

National Association of Active Investment Managers Inc

EIN 38-2904659 • 501(c)6 • Littleton, CO

Profile

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 public's use of such services.

6732 West Coal Mine Avenue 446Littleton, CO 80123-4573

www.naaim.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

11th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

45th percentile

4.3%

Faster asset growth than 45% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

5.1%

Faster revenue growth than 45% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$902,062

Up $36,805 (+4.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$902,062

Up $36,805 (+4.3%) from 2023

Operations
Liabilities / Revenue12th percentileNet Margin71st percentile

Revenue

Up

$348,746

Up $16,779 (+5.1%) from 2023

Expenses

Up

$305,171

Up $44,169 (+17%) from 2023

Net Income

Down

$43,575

Down $27,390 (-39%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $473,062Liabilities 2010: $0Net Assets 2010: $473,0622010Assets 2011: $552,441Liabilities 2011: $0Net Assets 2011: $552,4412011Assets 2012: $647,277Liabilities 2012: $0Net Assets 2012: $647,2772012Assets 2013: $651,837Liabilities 2013: $0Net Assets 2013: $651,8372013Assets 2014: $693,286Liabilities 2014: $0Net Assets 2014: $693,2862014Assets 2015: $606,592Liabilities 2015: $0Net Assets 2015: $606,5922015Assets 2016: $649,337Liabilities 2016: $0Net Assets 2016: $649,3372016Assets 2017: $703,472Liabilities 2017: $0Net Assets 2017: $703,4722017Assets 2018: $675,149Liabilities 2018: $0Net Assets 2018: $675,1492018Assets 2019: $743,876Liabilities 2019: $0Net Assets 2019: $743,8762019Assets 2020: $868,017Liabilities 2020: $0Net Assets 2020: $868,0172020Assets 2021: $865,053Liabilities 2021: $0Net Assets 2021: $865,0532021Assets 2022: $740,883Liabilities 2022: $0Net Assets 2022: $740,8832022Assets 2023: $865,257Liabilities 2023: $0Net Assets 2023: $865,2572023Assets 2024: $902,062Liabilities 2024: $0Net Assets 2024: $902,0622024

Highlighted filing

2024

Assets$902,062
Liabilities$0
Net Assets$902,062
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $323,8462010Expenses 2011: $288,2552011Expenses 2012: $270,2582012Revenue 2013: $388,415Expenses 2013: $384,451Net Income 2013: $3,9642013Revenue 2014: $337,651Expenses 2014: $288,815Net Income 2014: $48,8362014Revenue 2015: $334,128Expenses 2015: $432,943Net Income 2015: -$98,8152015Revenue 2016: $406,975Expenses 2016: $370,971Net Income 2016: $36,0042016Revenue 2017: $377,903Expenses 2017: $295,867Net Income 2017: $82,0362017Revenue 2018: $214,731Expenses 2018: $238,625Net Income 2018: -$23,8942018Revenue 2019: $275,714Expenses 2019: $245,920Net Income 2019: $29,7942019Revenue 2020: $175,790Expenses 2020: $100,047Net Income 2020: $75,7432020Revenue 2021: $190,287Expenses 2021: $127,727Net Income 2021: $62,5602021Revenue 2022: $191,416Expenses 2022: $249,861Net Income 2022: -$58,4452022Revenue 2023: $331,967Expenses 2023: $261,002Net Income 2023: $70,9652023Revenue 2024: $348,746Expenses 2024: $305,171Net Income 2024: $43,5752024

Highlighted filing

2024

Revenue$348,746
Expenses$305,171
Net Income$43,575
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$902,062
Liabilities
$0
Net assets
$902,062
Revenue
$348,746
Expenses
$305,171
Net income
$43,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.02$0.00$9.02$3.49$3.05$0.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.65$0.00$8.65$3.32$2.61$0.71
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.41$0.00$7.41$1.91$2.50$0.58
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.65$0.00$8.65$1.90$1.28$0.63
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.68$0.00$8.68$1.76$1.00$0.76
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.44$0.00$7.44$2.76$2.46$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.75$0.00$6.75$2.15$2.39$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.03$0.00$7.03$3.78$2.96$0.82
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.49$0.00$6.49$4.07$3.71$0.36
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.07$0.00$6.07$3.34$4.33$0.99
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.93$0.00$6.93$3.38$2.89$0.49
2013Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$3.88$3.84$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.47$0.00$6.47$2.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.52$0.00$5.52$2.88
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$0.00$4.73$3.24
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$5,246,503
Mission and Program Overview

Mission

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 public's use of such services.

Naaim's purpose is to promote the common interests of those investment advisors who provide active investment management services to clients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$865,053$740,883▼ $124,170
Investments Other Securities$685,952$453,668▼ $232,284
Savings and Temporary Cash Investments$158,994$266,764▲ $107,770
Cash and Non-Interest-Bearing Accounts$20,107$20,102▼ $5
Accounts Receivable-$349-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$865,053$740,883▼ $124,170
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$865,053$740,883▼ $124,170
Total Liabilities and Net Assets / Fund Balance$865,053$740,883▼ $124,170

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$317,126--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Matt SpanglerPresident
Barry ArnoldDirector
Ben FoxDirector
David BushDirector
David JajewskiDirector
Gregory CorneilleDirector
Jacob DeschenesDirector
Jim LeeDirector
Robert BernsteinDirector
Ron RoughDirector
Sam Bills JrDirector
Paul SchatzTreasurer
Ryan RedfernVice Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$39,150
Program Service Revenue
$205,871
Investment Income
$-53,605
Other Revenue
$0
Change in Net Assets
$-58,445
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$249,861
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$148,513
Fees for Services Management---$48,000
Office Expenses---$8,652
Fees for Services Accounting---$6,475
Fees for Service Investment Mgmnt Fees---$4,833
Information Technology---$3,575
Other Expenses---$895
Insurance---$745
All Other Expenses---$20
Total Functional Expenses$0$0$0$249,861
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A draft of the tax return was provided to the director and board prior to submission,”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
National Association of Active
EIN
38-2904659
Phone
3039791280
Address
6732 WEST COAL MINE AVENUE 446, LITTLETON, CO 80123-4573

Signing Officer

Name
Barry Arnold
Title
Treasurer
Phone
2626501030
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barry Arnold
Formed
1989
Legal Domicile
Co
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Bailey Moore Glazer Schaefer Proto Llp
Address
16 LUNAR DRIVE, WOODBRIDGE, CT 06525-2232
Preparer
Brian S Borgerson CPA
Phone
2033977700
Raw XML Appendix361 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/EOYAmt0349
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0NAAIM'S PURPOSE IS TO PROMOTE THE COMMON INTERESTS OF THOSE INVESTMENT ADVISORS WHO PROVIDE ACTIVE INVESTMENT MANAGEMENT SERVICES TO CLIENTS.
IRS990/AllOtherExpensesGrp/TotalAmt020
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JEANNIE DAVIS
IRS990/BooksInCareOfDetail/PhoneNum02407936975
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02613 COMMANDER DAVIS DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0EDGEWATER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021037
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt020107
IRS990/CashNonInterestBearingGrp/EOYAmt020102
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt0148513
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt039150
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-53605
IRS990/CYOtherExpensesAmt0249861
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0205871
IRS990/CYRevenuesLessExpensesAmt0-58445
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0249861
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0191416
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED WORKSHOPS & CONFERENCES FOR MEMBERS TO EXCHANGE EXPERIENCES AND OPINIONS AND DEVELOP HIGH STANDARDS OF PERSONAL AND PROFESSIONAL CONDUCT WITH THE PUBLIC.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt06475
IRS990/FeesForServicesManagementGrp/TotalAmt048000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04833
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL SCHATZ
IRS990/Form990PartVIISectionAGrp/PersonNm1BARRY ARNOLD
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT BERNSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm3MATT SPANGLER
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID BUSH
IRS990/Form990PartVIISectionAGrp/PersonNm5BEN FOX
IRS990/Form990PartVIISectionAGrp/PersonNm6RON ROUGH
IRS990/Form990PartVIISectionAGrp/PersonNm7SAM BILLS JR
IRS990/Form990PartVIISectionAGrp/PersonNm8RYAN REDFERN
IRS990/Form990PartVIISectionAGrp/PersonNm9JACOB DESCHENES
IRS990/Form990PartVIISectionAGrp/PersonNm10DAVID JAJEWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm11JIM LEE
IRS990/Form990PartVIISectionAGrp/PersonNm12GREGORY CORNEILLE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRES
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-56190
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04998897
IRS990/GrossReceiptsAmt05246503
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt03575
IRS990/InsuranceGrp/TotalAmt0745
IRS990/InvestmentIncomeGrp/ExclusionAmt02585
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02585
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0685952
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0453668
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05055087
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt039150
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0AS 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 PUBLIC'S USE OF SUCH SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0865053
IRS990/NetAssetsOrFundBalancesEOYAmt0740883
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-56190
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-56190
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-65725
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt08652
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK/CREDIT CARD FEE
IRS990/OtherExpensesGrp/Desc1PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc2SPECIAL PROJECTS
IRS990/OtherExpensesGrp/Desc3EDUCATION
IRS990/OtherExpensesGrp/TotalAmt013050
IRS990/OtherExpensesGrp/TotalAmt17905
IRS990/OtherExpensesGrp/TotalAmt27198
IRS990/OtherExpensesGrp/TotalAmt3895
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BARRY ARNOLD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/Desc0SEMINARS & CONFERENCES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0205871
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0205871
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDED VALUABLE INFORMATION AND DISSEMINATED DATA THROUGH THE SALE OF MATERIALS REGARDING AND AFFECTING INVESTMENT AND ADVISORY SERVICES.
IRS990/ProgSrvcAccomActy3Grp/Desc0HELD SPONSORED WORKSHOPS AND CONFERENCES BY ORGANIZATIONS THAT COULD PROVIDED THE MATERIALS AND CONTINUING UPDATED INFORMATION FOR THE MAINTENANCE QUALITY TO THE PUBLIC.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0A, B, & C ABOVE SERVED 138 MEMBERS AND OTHER PROFESSIONALS IN THE ACTIVE INVESTMENT MANAGEMENT INDUSTRY.
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IRS990/PYContributionsGrantsAmt031350
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0143355
IRS990/PYOtherExpensesAmt0127727
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt015582
IRS990/PYRevenuesLessExpensesAmt062560
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0127727
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0190287
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-58445
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0740883
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0158994
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0266764
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0135892
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1650
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2317126
IRS990ScheduleD/OtherSecuritiesGrp/Desc0RYDEX MONTHLY REBALANCE NASDAQ
IRS990ScheduleD/OtherSecuritiesGrp/Desc1OPTIONS CONTRACTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2KENSINGTON MANAGED INCOME FD
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
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IRS990ScheduleD/TotalBookValueSecuritiesAmt0453668
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE TAX RETURN WAS PROVIDED TO THE DIRECTOR AND BOARD PRIOR TO SUBMISSION,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0740883
IRS990/TotalAssetsGrp/BOYAmt0865053
IRS990/TotalAssetsGrp/EOYAmt0740883
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt039150
IRS990/TotalEmployeeCnt00
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0865053
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0740883
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0205871
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-53605
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0205871
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0191416
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0865053
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0740883
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0N14 W23833 STONE RIDGE DR
IRS990/USAddress/CityNm0WAUKESHA
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053188
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.NAAIM.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY ARNOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02626501030
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL ASSOCIATION OF ACTIVE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INVESTMENT MANAGERS INC
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0382904659
ReturnHeader/Filer/PhoneNum03039791280
ReturnHeader/Filer/USAddress/AddressLine1Txt06732 WEST COAL MINE AVENUE 446
ReturnHeader/Filer/USAddress/CityNm0LITTLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0801234573
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060674931
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAILEY MOORE GLAZER SCHAEFER PROTO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 LUNAR DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBRIDGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0065252232
ReturnHeader/PreparerPersonGrp/PhoneNum02033977700
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN S BORGERSON CPA
ReturnHeader/ReturnTs02023-11-15T15:02:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ARNOLD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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