AUMdb

A Step Beyond

EIN 462857532 · 501(c)(3) · Public charity · Escondido, CA · recognized 2013

Assets
$2.5M
Revenue
$1.4M
Expenses
$1.7M
Investment income
$2.9K

Form 990 fiscal year ended 09/30/2024

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
James Wright Ceo/executive director $135,550 $27,552
Jennifer Oliver Artistic director/director $89,741 $9,928
Vicki Zeiger Director $0 $0
Steve Gosselin Director $0 $0
Star Rivera Lacey Director $0 $0
Kimberly Mayes Bedford Director (part year) $0 $0
Jennifer Ostergren Director (part year) $0 $0
Jeffre Segall Director $0 $0
Jay Culbertson Director $0 $0
Janet Foster Director $0 $0
Janean Stripe Director $0 $0
Jacqueline Loiaza Director $0 $0
Frank Foster Director $0 $0
Dave Smith Director $0 $0
Claudia Briseno Director $0 $0
Candise Holmlund Director $0 $0
Brian Bedford Director (part year) $0 $0
Anna Punzalan Director $0 $0
Vishal Mehta Vice chair/director $0 $0
Leslie Culbertson Chairman / director (part year) $0 $0
Jose Villarreal Chairman / director $0 $0
Jonathan Fikse Treasurer/director $0 $0
Dan Platt Vice chair / director (part year) $0 $0
Bonnie Platt Secretary/director $0 $0