AUMdb

History San Jose

EIN 237179176 · 501(c)(3) · Public charity · San Jose, CA · recognized 1972

Assets
$928K
Revenue
$2.4M
Expenses
$2.2M
Investment income
$16.2K

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
William Schroh Jr President & ceo $116,388 $0
Liam Oconnor Board chair $0 $0
Vaughn Klebig Vice chair $0 $0
John Koeplin Treasurer $0 $0
Michelle Covert Secretary $0 $0
Patrick Hammon Director $0 $0
Lydia Heinrich Director $0 $0
Andrew Parkhurst Director $0 $0
Darlene Tenes Director $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
06/30/2024 $928K $2.4M $2.2M 990 990 · obj 202511349349313291 IRS ↗
06/30/2023 $712K $2.0M $2.2M 990 990 · obj 202520219349301862 IRS ↗