Nonprofit · EIN 22-2072345
NATIONAL ASSOCIATION OF INVESTMENT COS
Tax-exempt · WASHINGTON, DC 20004
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,917,717 | $5,802,905 | $114,812 | $5,070,961 | $215,286 | $4,855,675 |
| December 31, 2023 | 990 | $5,960,816 | $5,376,951 | $583,865 | $4,858,506 | $239,816 | $4,618,690 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $4,791,295
- Membership dues
- $1,930,615
- Program service revenue
- $1,023,550
- Investment income
- $102,872
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,912,683
- Other salaries and wages
- $227,257
- Salaries, compensation and benefits (total)
- $3,341,546
- Professional fundraising fees
- $0
- Accounting fees
- $11,100
- Occupancy
- $3,300
- Travel
- $245,556
- Depreciation
- $23,646
- Program services (functional)
- $5,127,685
- Management and general (functional)
- $675,220
Balance sheet and other
- Total assets, start of year
- $4,858,506
- Total assets, end of year
- $5,070,961
- Total liabilities, end of year
- $215,286
- Net assets, end of year
- $4,855,675
- Land, buildings and equipment
- $29,780
- Net assets without donor restrictions
- $4,855,675
- Gross receipts
- $5,917,717
- Employees
- 12
- Volunteers
- 16
- Year formed
- 1971
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT GREENE | PRESIDENT & CEO Trustee or director, Officer | 40 | $900,264 | $33,698 |
| CARMEN ORTIZ-MCGHEE | CHIEF OPERATING OFFICER Officer | 40 | $551,866 | $47,207 |
| TINA MCINTYRE | SVP & CHIEF FINANCIAL OFFICER Officer | 40 | $409,521 | $55,994 |
| KRISTEN PERLMAN | VICE PRESIDENT, MARKETING & INSIGHTS Highest-paid employee | 40 | $191,540 | $46,051 |
| HARLAND ABRAHAM | VICE PRESIDENT, DEVELOPMENT Highest-paid employee | 40 | $190,402 | $31,610 |
| MARISSA MAHONEY | SENIOR DIRECTOR, PARTNERSHIPS & ALLIANCES Highest-paid employee | 40 | $157,565 | $15,992 |
| DAWN SIMMONS | MEMBER SERVICES MANAGER Highest-paid employee | 40 | $112,461 | $30,834 |
| JACQUANIESE WASHINGTON | DIRECTOR, PROGRAMS & INITIATIVES Highest-paid employee | 40 | $127,141 | $10,537 |
| JOSEPH HASLIP | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| MICHAEL SMART | VICE CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| LLOYD METZ | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| XAVIER GUTIERREZ | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| CHARLES WILLIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRIS ALLEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAPHNE DUFRESNE | DIRECTOR Trustee or director | 2 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEREK JONES | DIRECTOR Trustee or director | 2 | $0 |
| FRED EBRAHEMI | DIRECTOR Trustee or director | 2 | $0 |
| IVELISSE SIMON | DIRECTOR Trustee or director | 2 | $0 |
| JUAN SABATER | DIRECTOR Trustee or director | 2 | $0 |
| KATHLIKA FONTES | DIRECTOR Trustee or director | 2 | $0 |
| KOLA OLOFINBOBA | DIRECTOR Trustee or director | 2 | $0 |
| MAURA REILLY KENNEDY | DIRECTOR Trustee or director | 2 | $0 |
| PHILIP LO | DIRECTOR Trustee or director | 2 | $0 |
| TONY LEE | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT GREENE | PRESIDENT & CEO Trustee or director, Officer | 40 | $1,000,264 | $30,911 |
| CARMEN ORTIZ-MCGHEE | CHIEF OPERATING OFFICER Officer | 40 | $564,641 | $47,287 |
| TINA MCINTYRE | SVP & CHIEF FINANCIAL OFFICER Officer | 40 | $425,692 | $50,487 |
| KRISTEN PERLMAN | DIRECTOR, MARKETING & COMMUNICATIONS Highest-paid employee | 40 | $181,390 | $41,740 |
| MARISSA MAHONEY | DIRECTOR, PARTNERSHIPS & ALLIANCES Highest-paid employee | 40 | $150,058 | $14,701 |
| DAWN SIMMONS | MEMBERSHIP COORDINATOR Highest-paid employee | 40 | $106,355 | $33,634 |
| JENNIFER MOORE | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $100,090 | $23,081 |
| JOSEPH HASLIP | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| MICHAEL SMART | VICE CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| LLOYD METZ | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| XAVIER GUTIERREZ | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| CHARLES WILLIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRIS ALLEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAPHNE DUFRESNE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DEREK JONES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| FRED EBRAHEMI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| IVELISSE SIMON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JUAN SABATER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KATHLIKA FONTES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KOLA OLOFINBOBA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MAURA REILLY KENNEDY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PHILIP LO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TONY LEE | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1300 PENNSYLVANIA AVE N W, WASHINGTON, DC 20004-3002
- Principal officer (990 for 2024)
- TINA MCINTYRE, 1300 PENNSYLVANIA AVENUE NW 700, WASHINGTON, DC 20004
- Signed the 990
- TINA MCINTYRE, SVP & CHIEF FINANCIAL OFFICER
- Phone
- (202) 204-3001
- Website
- WWW.NAICPE.COM
- Return prepared by
- SB & COMPANY LLC
Mission
TO ADVOCATE FOR AN INCREASE IN ACCESS TO CAPITAL FOR DIVERSE-OWNED ALTERNATIVE INVESTMENT FIRMS.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 22-2072345
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1973
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,070,961
- Income (IRS master file)
- $5,917,717
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,917,717 | $5,802,905 | $5,070,961 | XML |
| 990 | December 2023 | $5,960,816 | $5,376,951 | $4,858,506 | XML |
| 990 | December 2022 | $5,187,229 | $4,301,016 | $4,076,477 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-2072345).
Questions about NATIONAL ASSOCIATION OF INVESTMENT COS
- What is the EIN of NATIONAL ASSOCIATION OF INVESTMENT COS?
- The employer identification number (EIN) of NATIONAL ASSOCIATION OF INVESTMENT COS is 22-2072345.
- Is NATIONAL ASSOCIATION OF INVESTMENT COS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1973.
- Are donations to NATIONAL ASSOCIATION OF INVESTMENT COS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NATIONAL ASSOCIATION OF INVESTMENT COS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NATIONAL ASSOCIATION OF INVESTMENT COS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL ASSOCIATION OF INVESTMENT COS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NATIONAL ASSOCIATION OF INVESTMENT COS?
- The 990 for the year ended December 31, 2024 names TINA MCINTYRE.
- Who are the officers and directors of NATIONAL ASSOCIATION OF INVESTMENT COS?
- The 990 for the year ended December 31, 2024 lists 24 people; 8 received compensation from the organization, the highest $900,264 (ROBERT GREENE, PRESIDENT & CEO).
- How much revenue does NATIONAL ASSOCIATION OF INVESTMENT COS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,917,717, expenses of $5,802,905 and total assets of $5,070,961 at year end.
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