National Association of State Investment Officers
National Association of State Investment Officers' network
6 people1 organisationi6 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (6). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
6 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 10 voting members of its governing body on its latest Form 990 Part VI; we list 6 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Mike Charette Chair | Pfde Chair | 2021 | 5 yrs |
| Laney Sanders | At Large | 2024 | 2 yrs |
| Matt Clark | Senior Director | 2021 | 5 yrs |
| Richelle Sugiyama | Nasip Liaison | 2021 | 5 yrs |
| Sam Masoudi | Host Director | 2021 | 5 yrs |
| Stan Rupnik | Host Director | 2024 | 2 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
14 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Allyson Tucker | Company secretary | since 2021 |
| Andrew Sawyer | Company secretary | since 2019 |
| Bob Maynard | Senior Direc | since 2019 |
| Chris Ailman | At Large | since 2019 |
| David Villa | Host | since 2019 |
| Gary Bruebaker | Senior Direc | since 2019 |
| JEB Burns | Vice Chair | 2024 |
| Jerome Burns | Vice Chair | since 2019 |
| Jon Braeutigam | Host | since 2019 |
| Mansco Perry III | Chair | since 2019 |
| Matt Clark | Vice Chair | since 2019 |
| Michael Brakebill | Host | since 2019 |
| Robert Brackenbury | Treasurer | since 2019 |
| TJ Carlson | Pfde | since 2019 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Mike Charette | Pfde Chair | 1 | $0 | ||
| Matt Clark | Senior Director | 1 | $0 | ||
| Laney Sanders | At Large | 1 | $0 | ||
| Sam Masoudi | Host Director | 1 | $0 | ||
| Richelle Sugiyama | Nasip Liaison | 1 | $0 | ||
| Stan Rupnik | Host Director | 1 | $0 | ||
| Robert Brackenbury | Treasurer | 1 | $0 | ||
| Jeb Burns | Vice Chair | 1 | $0 | ||
| Tj Carlson | Chair | 1 | $0 | ||
| Allyson Tucker | Secretary | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- National Association of State Investment Officers
- EIN
- 432014169
- Address
- 4009 W 49th St Ste 300, Sioux Falls, SD, 57106-5221
- State
- South Dakota
- Mission
- Exchange information regarding investment management and other purposes for state investment officers. (as filed on the Form 990)
- Activity (NTEE)
- S41 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 4 (IRS master file code)
- Formed
- 2004
- Principal officer
- Robert Brackenbury (as named on the Form 990)
- IRS ruling date
- 1 April 2004
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 4, latest 2024
Most connected
Longest observed on the filings
≥5years on the filingsMike Charette
≥5years on the filingsMatt Clark
≥5years on the filingsRichelle Sugiyama
≥5years on the filingsSam Masoudi
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $465k
- Total liabilities
- $7k
- Net assets or fund balances
- $458k
- Contributions and grants received
- $0
- Program service revenue
- $377k
- Employees
- 0
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $319k | $289k | $30k |
As filed on the IRS Form 990. US dollars.