AUMdb

Saratoga P L A N Inc

EIN 141706013 · 501(c)(3) · Public charity · Saratoga Spgs, NY · recognized 1988

Assets
$5.3M
Revenue
$2.4M
Expenses
$2.0M
Investment income
$92.5K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Rob Davies Executive director $120,301 $4,167
Jennifer Koval Secretary $0 $0
Charlie Dake Treasurer $0 $0
Jessica Schwartzman Vice-chair $0 $0
Peter Olmsted Chair $0 $0
Larry Woolbright Board member $0 $0
Richard Wissler Board member $0 $0
James Towne Jr Esq Board member $0 $0
Karen Totino Board member $0 $0
Dawn Szurek Board member $0 $0
Lorraine Skibo Board member $0 $0
David Roecker Board member $0 $0
Emily O'halloran Board member $0 $0
John Lefner Board member $0 $0
Bruce Klion Board member $0 $0
William Herman Board member $0 $0
Seth Dunn Board member $0 $0
Brendan Dailey Board member $0 $0
Leslie Brennan Board member $0 $0