Association Of Asian American Investment Managers
- Assets
- $0.0
- Revenue
- $817.1k
- Investments
- $0.0
- Employees
- 0
- Location
- San Francisco, CA
- Founding
- 10/2006
- Data as of
- 12/2019
- EIN
- 03-0594209
Organization Overview
Association Of Asian American Investment Managers is located in San Francisco, CA. The organization was established in 2006. According to its NTEE Classification (W03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Public & Societal Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Association Of Asian American Investment Managers is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2019, Association Of Asian American Investment Managers generated $817.1k in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 17.1% each year . All expenses for the organization totaled $558.1k during the year ending 12/2019. While expenses have increased by 6.7% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2019
Describe the Organization's Mission:
Part 3 - Line 1
FOUNDED IN THE YEAR 2006, THE ASSOCIATION OF ASIAN AMERICAN INVESTMENT MANAGERS (AAAIM) IS A NATIONAL TRADE ASSOCIATION DEDICATED TO THE ADVANCE OF AAPIS (ASIAN AMERICANS & PACIFIC-ISLANDERS) IN THE ASSET MANAGEMENT INDUSTRY. AAAIM SUPPORTS THOSE TRYING TO ACCESS TOP POSITIONS AT MAJOR INVESTMENT FIRMS WHILE ALSO PROMOTING AN ENTREPRENEURIAL ROUTE FOR INVESTMENT MANAGERS THAT START THEIR OWN FIRMS. AAAIM IS COMMITTED TO PROVIDING AN ASSOCIATION THAT CREATES AN EDUCATIONAL FORUM FOR SHARING EXPERTISE WITHIN THE AAPI INVESTMENT COMMUNITY; TO BUILD A PIPELINE OF NEXT GENERATION LEADERS BY ENCOURAGING MORE AAPI STUDENTS TO ENTER THE FIELD; AND TO SERVE AS A CATALYST FOR STRATEGIC RELATIONSHIPS BETWEEN AAPI MANAGERS AND INSTITUTIONAL INVESTORS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ALL OTHER ACHIEVEMENTS
NATIONAL CONFERENCE HELPED TO BRING TOGETHER NEARLY 400 DIVERSE INVESTMENT PROFESSIONALS TOGETHER FOR EDUCATION AND PROFESSIONAL DEVELOPMENT.
EMERGING LEADERS PROGRAM - 160 ATTENDEES PARTICIPATED IN THE ONE DAY EMERGING LEADERS PROGRAM TO HELP CULTIVATE YOUNG AND DIVERSE PROFESSIONALS IN THE INDUSTRY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Grace Reyes President | Officer | 40 | $184,167 |
Diana Liu Director | Trustee | 5 | $11,000 |
Brenda Chia Chairman | Trustee | 0 | $0 |
Clayton Jue Director | Trustee | 0 | $0 |
Bennett Kim Director | Trustee | 0 | $0 |
Gordon Liao Director | Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $791,625 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $791,625 |
| Total Program Service Revenue | $25,166 |
| Investment income | $318 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $817,109 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $195,167 |
| Compensation of current officers, directors, key employees. | $19,517 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $1,592 |
| Fees for services: Accounting | $7,500 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $22,858 |
| Advertising and promotion | $14,662 |
| Office expenses | $11,770 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $25,977 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $210,048 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $558,072 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $0 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $0 |