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National Association Of Investors Corporation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Human Services — Multipurpose and Other / Financial Counseling, Money Management (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$2.69M (2023)

Expenses
$3.02M (2023)

Total Assets
$3.65M (2023)

Total Liabilities
$1.39M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,685,843
Expenses
$3,019,528
Net Income
-$333,685
Net Assets
$2,262,553
Notable Sources of Revenue Percent of Total Revenue
Contributions $100,986
3.8%
Program Services $1,986,762
74.0%
Investment Income $44,756
1.7%
Bond Proceeds $0
Royalties $1,703
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$6,486
Net Inventory Sales $0
Other Revenue $558,122
20.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $390,139
12.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,653,908
Total Liabilities $1,391,355
Net Assets $2,262,553
Compensation
Key Employees and Officers Compensation Related Other
Ken Zendel (Ceo) $167,863 $0 $0
Suzanne Artzberger (Director Of) $128,151 $0 $0
Cliff Trent (Dir Of Ops &) $121,370 $0 $0
Pat Donnelly (Director) $1,700 $0 $0
John Gannon (Secretary) $1,700 $0 $0
Jackie Koski (Vice Chair) $1,700 $0 $0
Cyrell Lynch (Chair) $1,700 $0 $0
Ionnie Mcneill (Director) $1,700 $0 $0
Carol Theine (Director) $1,700 $0 $0
Lindsey Bell (Director) $1,525 $0 $0
Pat Gamble Moore (Director) $300 $0 $0
Daniel Guerra (Director) $300 $0 $0
Michael Calbert (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,265,301
Expenses
$2,975,245
Net Income
$290,056
Net Assets
$2,523,336
Notable Sources of Revenue Percent of Total Revenue
Contributions $426,641
13.1%
Program Services $2,178,435
66.7%
Investment Income $6,527
0.2%
Bond Proceeds $0
Royalties $2,355
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,256
Net Inventory Sales $0
Other Revenue $652,599
20.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $383,245
12.9%
Professional Fundraising Fees $0
Other Salaries and Wages $915,510
30.8%
Assets/Debt
Total Assets $3,989,057
Total Liabilities $1,465,721
Net Assets $2,523,336
Compensation
Key Employees and Officers Compensation Related Other
Ken Zendel (Ceo) $163,650 $0 $24,961
Cliff Trent (Dir Of Ops &) $112,524 $0 $8,007
Suzanne Artzberger (Director Of) $107,071 $0 $20,237
Lindsey Bell (Director) $1,375 $0 $0
Pat Donnelly (Director) $1,375 $0 $0
Jackie Koski (Treasurer) $1,375 $0 $0
Eve Lewis (Vice Chair) $1,375 $0 $0
Cyrell Lynch (Chair) $1,375 $0 $0
Ionnie Mcneill (Director) $1,375 $0 $0
Carol Theine (Director) $1,375 $0 $0
Michael Calbert (Director) $1,200 $0 $0
John Gannon (Secretary) $1,075 $0 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,490,210
Expenses
$2,653,740
Net Income
-$163,530
Net Assets
$2,301,504
Notable Sources of Revenue Percent of Total Revenue
Contributions $143,463
5.8%
Program Services $1,647,837
66.2%
Investment Income $4,914
0.2%
Bond Proceeds $0
Royalties $3,679
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,029
0.0%
Net Inventory Sales $0
Other Revenue $689,288
27.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $395,563
14.9%
Professional Fundraising Fees $0
Other Salaries and Wages $840,898
31.7%
Assets/Debt
Total Assets $3,823,314
Total Liabilities $1,521,810
Net Assets $2,301,504
Compensation
Key Employees and Officers Compensation Related Other
Ken Zendel (Ceo) $130,707 $0 $15,535
Cliff Trent (Dir Of Ops &) $103,882 $0 $11,717
Suzanne Artzberger (Director Of) $103,700 $0 $20,225
Kathleen Zaracki (Former Ceo) $55,424 $0 $887
Lindsey Bell (Director) $1,200 $0 $0
John Gannon (Secretary) $1,200 $0 $0
Eve Lewis (Chair) $1,200 $0 $0
Carol Theine (Director) $1,200 $0 $0
Jackie Koski (Treasurer) $1,200 $0 $0
Cyrell Lynch (Vice Chair) $1,200 $0 $0
Robert Brooker (Director) $1,200 $0 $0
Roger Ganser (Director) $900 $0 $0
Philip Keating (Director) $900 $0 $0
Pat Donnelly (Director) $300 $0 $0
Ionnie Mcneill (Director) $300 $0 $0
Michael Calbert (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,170,565
Expenses
$2,540,547
Net Income
-$369,982
Net Assets
$2,447,759
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,056
0.2%
Program Services $1,479,679
68.2%
Investment Income $16,025
0.7%
Bond Proceeds $0
Royalties $2,675
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $668,130
30.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $207,504
8.2%
Professional Fundraising Fees $0
Other Salaries and Wages $810,910
31.9%
Assets/Debt
Total Assets $3,876,994
Total Liabilities $1,429,235
Net Assets $2,447,759
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Zaracki (Ceo And Pres) $173,275 $0 $4,103
Suzanne Artzberger (Director Of) $104,635 $0 $21,663
Cliff Trent (Dir Of Ops &) $102,869 $0 $7,384
Adam Ritt (Director Of) $102,566 $0 $1,178
Cy Lynch (Director) $12,750 $0 $0
Jackie Koski (Director) $1,550 $0 $0
Carol Theine (Director) $1,550 $0 $0
John Gannon (Secretary) $1,550 $0 $0
Roger Ganser (Vice Chair) $1,550 $0 $0
Philip Keating (Treasurer) $1,550 $0 $0
Eve Lewis (Chair) $1,550 $0 $0
Lindsey Bell (Director) $1,225 $0 $0
Robert Brooker (Director) $475 $0 $0
Ken Zendel (Ceo) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,703,637
Expenses
$2,728,352
Net Income
-$24,715
Net Assets
$2,814,756
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,421
0.1%
Program Services $1,706,140
63.1%
Investment Income $363,839
13.5%
Bond Proceeds $0
Royalties $2,651
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $628,586
23.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $375,172
13.8%
Professional Fundraising Fees $0
Other Salaries and Wages $907,266
33.3%
Assets/Debt
Total Assets $4,341,223
Total Liabilities $1,526,467
Net Assets $2,814,756
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Zaracki (Ceo And Pres) $173,275 $0 $4,103
Suzanne Artzberger (Info Service) $101,926 $0 $21,151
Cliff Trent (Dir Of Ops &) $99,971 $0 $6,973
Roger Ganser (Vice Chair) $1,550 $0 $0
Eve Lewis (Chair) $1,550 $0 $0
Jackie Koski (Director) $1,550 $0 $0
Phil Keating (Treasurer) $1,550 $0 $0
John Gannon (Secretary) $1,400 $0 $0
Carol Theine (Director) $1,375 $0 $0
Cy Lynch (Director) $300 $0 $0
Robert Brooker (Director) $0 $0 $0
Lindsey Bell (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,698,844
Expenses
$2,748,907
Net Income
-$50,063
Net Assets
$2,835,994
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,699
0.1%
Program Services $2,044,862
75.8%
Investment Income $15,193
0.6%
Bond Proceeds $0
Royalties $2,242
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $632,848
23.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $272,277
9.9%
Professional Fundraising Fees $0
Other Salaries and Wages $975,327
35.5%
Assets/Debt
Total Assets $4,611,622
Total Liabilities $1,775,628
Net Assets $2,835,994
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Zaracki (Ceo) $176,775 $0 $3,673
Cliff Trent (Dir Of Ops &) $97,739 $0 $7,218
Eve Lewis (Chairman) $1,550 $0 $0
Phil Keating (Director) $1,550 $0 $0
John Gannon (Director) $1,550 $0 $0
Julie Werner (Director) $1,550 $0 $0
Steve Sanborn (Director) $1,375 $0 $0
Roger Ganser (Director) $1,200 $0 $0
Jackie Koski (Director) $475 $0 $0
Carol Theine (Treasurer) $475 $0 $0
Robert Brooker (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,220,063
Expenses
$2,864,339
Net Income
-$644,276
Net Assets
$2,885,782
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,698
0.1%
Program Services $1,552,535
69.9%
Investment Income $4,378
0.2%
Bond Proceeds $0
Royalties $681
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $261
0.0%
Net Inventory Sales $0
Other Revenue $659,510
29.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $173,875
6.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,086,461
37.9%
Assets/Debt
Total Assets $4,985,512
Total Liabilities $2,099,730
Net Assets $2,885,782
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Zaracki (Ceo) $173,875 $0 $3,620
Cliff Trent (Dir Of Ops &) $97,200 $0 $9,024
Roger Ganser (Chairman) $1,550 $0 $0
Eve Lewis (Director) $1,550 $0 $0
Julie Werner (Director) $1,550 $0 $0
John Gannon (Director) $1,550 $0 $0
Stephen Sanborn (Treasurer) $1,225 $0 $0
Robert Brooker (Director) $0 $0 $0
Phil Keating (Director) $0 $0 $0
Jackie Koski (Director) $0 $0 $0
Carol Theine (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,267,044
Expenses
$2,985,302
Net Income
$281,742
Net Assets
$3,530,543
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,806
0.1%
Program Services $2,554,673
78.2%
Investment Income $12,347
0.4%
Bond Proceeds $0
Royalties $963
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,165
0.0%
Net Inventory Sales $0
Other Revenue $695,090
21.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,251,895
41.9%
Assets/Debt
Total Assets $6,096,687
Total Liabilities $2,566,144
Net Assets $3,530,543
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Zaracki (Ceo) $168,664 $0 $3,577
Cliff Trent (Dir Of Ops &) $90,787 $0 $13,831
Roger Ganser (Chairman) $1,550 $0 $0
Eve Lewis (Director) $1,550 $0 $0
Julie Werner (Director) $1,550 $0 $0
Stephen Sanborn (Treasurer) $1,550 $0 $0
John Gannon (Director) $1,550 $0 $0
Gary Ball (Director) $1,400 $0 $0
Robert Wynn (Director) $1,225 $0 $0
Elizabeth Hamm (Director) $775 $0 $0
Robert Brooker (Director) $0 $0 $0
Stuart Schechter (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,300,408
Expenses
$2,985,033
Net Income
$315,375
Net Assets
$3,248,620
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,500
0.1%
Program Services $2,565,873
77.7%
Investment Income $10,275
0.3%
Bond Proceeds $0
Royalties $1,859
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $719,901
21.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,206,856
40.4%
Assets/Debt
Total Assets $6,280,174
Total Liabilities $3,031,554
Net Assets $3,248,620
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Zaracki (Ceo) $171,464 $0 $3,577
Cliff Trent (Dir Of Ops &) $91,014 $0 $19,252
Roger Ganser (Chairman) $1,550 $0 $0
Gary Ball (Director) $1,550 $0 $0
Eve Lewis (Director) $1,550 $0 $0
Julie Werner (Director) $1,550 $0 $0
Stephen Sanborn (Treasurer) $1,550 $0 $0
Shanna Rendon (Director) $1,550 $0 $0
John Gannon (Director) $1,550 $0 $0
Robert Wynn (Director) $1,225 $0 $0
Elizabeth Hamm (Director) $1,225 $0 $0
Robert Brooker (Director) $925 $0 $0
Stuart Schechter (Director) $925 $0 $0

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,362,597
Expenses
$3,333,271
Net Income
$29,326
Net Assets
$2,933,245
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,637
0.1%
Program Services $2,577,566
76.7%
Investment Income $11,689
0.3%
Bond Proceeds $0
Royalties $2,939
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $42
0.0%
Net Inventory Sales $0
Other Revenue $767,724
22.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,281,918
38.5%
Assets/Debt
Total Assets $6,401,143
Total Liabilities $3,467,898
Net Assets $2,933,245
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Zaracki (Ceo) $173,441 $0 $3,490
Cliff Trent (Dir Of Ops &) $91,430 $0 $12,898
Roger Ganser (Chairman) $2,380 $0 $0
Julie Werner (Director) $2,380 $0 $0
Robert Wynn (Director) $2,380 $0 $0
Elizabeth Hamm (Director) $2,380 $0 $0
Shanna Rendon (Director) $2,380 $0 $0
Stuart Schechter (Director) $2,380 $0 $0
John Gannon (Director) $2,380 $0 $0
Kenneth Michel (Director) $2,380 $0 $0
Gary Ball (Director) $2,168 $0 $0
Eve Lewis (Director) $2,168 $0 $0
Stephen Sanborn (Treasurer) $2,168 $0 $0
Robert Brooker (Director) $1,955 $0 $0
Bryce Klempner (Director) $1,955 $0 $0
Shawn Roberts (Director) $1,785 $0 $0

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,615,904
Expenses
$3,529,143
Net Income
$86,761
Net Assets
$2,903,919
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,110
0.3%
Program Services $2,796,980
77.4%
Investment Income $22,493
0.6%
Bond Proceeds $0
Royalties $2,818
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $23
0.0%
Net Inventory Sales $0
Other Revenue $783,480
21.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,403,363
39.8%
Assets/Debt
Total Assets $7,144,306
Total Liabilities $4,240,387
Net Assets $2,903,919

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,782,223
Expenses
$3,769,578
Net Income
$12,645
Net Assets
$2,817,158
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,458
0.1%
Program Services $2,828,547
74.8%
Investment Income $36,332
1.0%
Bond Proceeds $0
Royalties $34,661
0.9%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,527
0.1%
Net Inventory Sales $0
Other Revenue $876,698
23.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,449,217
38.4%
Assets/Debt
Total Assets $7,521,871
Total Liabilities $4,704,713
Net Assets $2,817,158

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,835,211
Expenses
$4,126,237
Net Income
$708,974
Net Assets
$2,804,513
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
0.1%
Program Services $3,169,961
65.6%
Investment Income $35,088
0.7%
Bond Proceeds $0
Royalties $74,402
1.5%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,331
Net Inventory Sales $0
Other Revenue $1,556,091
32.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,480,031
35.9%
Assets/Debt
Total Assets $8,209,011
Total Liabilities $5,404,498
Net Assets $2,804,513

Document Links

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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