AUMdb

Taras Chance

EIN 460941505 · 501(c)(3) · Public charity · Fullerton, CA · recognized 2014

Assets
$860K
Revenue
$1.2M
Expenses
$764K
Investment income
$5.0K

Form 990 fiscal year ended 10/31/2024

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
Matthew Howells Executive director $66,080 $0
Louise Hernandez Vice president $0 $0
Miriam Everette Board member $0 $0
Judy Metzger Secretary $0 $0
Carol Geisbauer Board member $0 $0
Nancy Capel Board member $0 $0
Dottie Jensen Board member $0 $0
Paul Miller President $0 $0
Julie Max Board member $0 $0
Lance Mills Board member $0 $0
John Israel Treasurer $0 $0
Francine Flores Advisory board $0 $0
Rudy Lara Advisory board $0 $0
Larry Houser Advisory board $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
10/31/2024 $860K $1.2M $764K 990 990 · obj 202512899349300001 IRS ↗
10/31/2023 $468K $806K $636K 990 990 · obj 202520499349302152 IRS ↗