SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
AMERICAN ASSOCIATION OF INDIVIDUAL
INVESTORS
Employer identification number

36-2976274
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN AND SCHEDULES ARE GIVEN TO THE PRESIDENT TO REVIEW AFTER THEY HAVE BEEN COMPLETED. COPIES ARE THEN SENT TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. ANY QUESTIONS AND COMMENTS ARE SUBMITTED BY THE BOARD TO THE PRESIDENT AND CONTROLLER. IF CHANGES ARE REQUIRED, THE REVISED RETURN IS SENT AGAIN TO THE BOARD FOR FINAL APPROVAL.
FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND DIRECTORS ARE MONITORED BY THE CHIEF EXECUTIVE AND CHAIRMAN REGARDING ALL SIGNIFICANT TRANSACTIONS FOR ANY CONFLICT OF INTEREST. THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS ALSO REVIEWS THESE TRANSACTIONS.
FORM 990, PART VI, SECTION B, LINE 15 THE ASAE ASSOCIATION COMPENSATION & BENEFITS STUDY BY THE ASAE FOUNDATION PRESS IS PROVIDED TO THE BOARD OF DIRECTORS. THE STUDY IS REVIEWED BY THE INDEPENDENT BOARD DIRECTORS WHO COMPRISE THE COMPENSATION COMMITTEE. ALL OFFICER COMPENSATION IS REVIEWED BY THE COMPENSATION COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC WITH A WRITTEN REQUEST. COPIES ARE MADE AND MAILED TO THE INTERESTED PARTY.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


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