AUMdb

Saddleback Memorial Foundation

EIN 330011887 · 501(c)(3) · Public charity · Laguna Hills, CA · recognized 2014

Assets
$179M
Revenue
$28.5M
Expenses
$12.0M
Investment income
$21.0M

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Russell Investments Capital, Llc CRD 37550 deterministic · 100% 06/30/2024

Highest-paid contractors

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

Contractor Services Compensation
Russell Investments Investment advisory $181,255

Officers & directors

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

Name Title Compensation Other
Marcia Manker Board member, ceo smmc $1,451,856 $264,004
Christy Ward President $664,819 $36,368
Brian Krawiec Cfo/executive director, finance $270,867 $37,016
Melissa Centeno Director, comm & donor eng $208,267 $28,375
Colleen O'connor Exec. director, major gifts $179,508 $22,034
Ramona Lopez Exec. director, data management $164,348 $17,040
Wang Teng Md Board member $34,320 $0
Candace Haynes Board secretary (from 1/1/24) $8,303 $0
Jessie Valencia Board member $0 $0
Ketan Shah Md Board member $0 $0
Tom Rogers Board member $0 $0
Sarah Nederlander Board member $0 $0
Jim Mcnulty Board member $0 $0
Gayle Luciano Board member $0 $0
Laurie Louie Board member $0 $0
Rhonda Longmore Grund Board member $0 $0
Patty Juarez Board member $0 $0
Nora Evans Md Board member $0 $0
Sandy Benson Board member $0 $0
Joyce Averna Board member $0 $0
Heidi Stoops Board secretary (thru 12/31/23) $0 $0
Naren Goel Board treasurer $0 $0
Gus Alvarez Board vice chair $0 $0
Matthew Kimmel Board chair $0 $0