AUMdb

Team Summit

EIN 742529909 · 501(c)(3) · Public charity · Copper Mountain, CO · recognized 1996

Assets
$3.2M
Revenue
$4.2M
Expenses
$4.2M
Investment income
$96.5K

Form 990 fiscal year ended 04/30/2025

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
Stace C Bechtel Executive di $131,503 $10,272
Abby Dvorkin President $0 $0
Bruce Mclennan Vice preside $0 $0
Markus Leunig Treasurer $0 $0
Mark Hurlbert Secretary $0 $0
Kathy Stang Board member $0 $0
Steve Stec Board member $0 $0
Dave Little Board member $0 $0
Kathy Christina Board member $0 $0
Shawn Mcdonald Board member $0 $0
Willliam Ramsay Board member $0 $0
Jason Rosener Board member $0 $0
Mike Russo Board member $0 $0
Chad Robinson Board member $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
04/30/2025 $3.2M $4.2M $4.2M 990 990 · obj 202502539349301030 IRS ↗
04/30/2024 $4.0M $4.0M $4.1M 990 990 · obj 202530369349300813 IRS ↗