AUMdb

California Planners Foundation

EIN 237088161 · 501(c)(3) · Public charity · Sn Luis Obisp, CA · recognized 1970

Assets
$796K
Revenue
$143K
Expenses
$101K
Investment income
$27.9K

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
Hing Wong Faicp President $0 $0
Aaron Pfannenstiel Aicp Vice president $0 $0
Mirle Rabinowitz Bussell Phd Secretary $0 $0
Lisa Wise Aicp Treasurer $0 $0
Javier Aguilar Board member $0 $0
Kareem H El Sisi Board member $0 $0
Brian Mcginnis Board member $0 $0
Hilary Nixon Phd Board member $0 $0
Kim Prillhart Aicp Board member $0 $0
Jouke Peutz Board member $0 $0
Chelsea Richer Aicp Board member $0 $0
Carey Fernandes Aicp Vp prof development $0 $0
Jacquelyn Broader Student representative $0 $0