National Association of Active Investment Managers Inc
Public records raise at least one point you should look into before giving.
What it says it does
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.
- Income
- $348,746
- Spending
- $305,171
- Employees
- 0
- Volunteers
- 0
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Governance
This return does not answer enough of the governance questions to score.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (4)
- PROVIDED WORKSHOPS & CONFERENCES FOR MEMBERS TO EXCHANGE EXPERIENCES AND OPINIONS AND DEVELOP HIGH STANDARDS OF PERSONAL AND PROFESSIONAL CONDUCT WITH THE PUBLIC.
- PROVIDED VALUABLE INFORMATION AND DISSEMINATED DATA THROUGH THE SALE OF MATERIALS REGARDING AND AFFECTING INVESTMENT AND ADVISORY SERVICES.
- HELD SPONSORED WORKSHOPS AND CONFERENCES BY ORGANIZATIONS THAT COULD PROVIDED THE MATERIALS AND CONTINUING UPDATED INFORMATION FOR THE MAINTENANCE QUALITY TO THE PUBLIC.
- A, B, & C ABOVE SERVED 138 MEMBERS AND OTHER PROFESSIONALS IN THE ACTIVE INVESTMENT MANAGEMENT INDUSTRY.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(6) business league.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(6) business league as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2024.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since September 1994.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.