AUMdb

Partners Program

EIN 202973102 · 501(c)(3) · Public charity · Oakland, CA · recognized 2006

Assets
$4.5M
Revenue
$561K
Expenses
$518K
Investment income
$196K

Form 990 fiscal year ended 06/30/2024

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
Monique Devane Director $512,600 $215,530
Samuel Beltran Dir. of the partners program $126,486 $37,969
Rick Heller Chair/director $0 $0
Milton Long Treasurer/director $0 $0
Jugdeep Bal Director $0 $0
Eric Berger Director (thru 5/15/2024) $0 $0
Heather Birks Beamer Director $0 $0
Nhat Bui Director $0 $0
Vickie Gilliland Secretary, director $0 $0
Sandra Kim Director $0 $0
Alton Nelson Director (thru 5/15/2024) $0 $0
Rafi Syed Director $0 $0
Erica Tran Wang Director $0 $0
Casey Wilson Director (thru 5/15/2024) $0 $0