AUMdb

Setda

EIN 800024292 · 501(c)(3) · Public charity · Arnold, MD · recognized 2003

Assets
$509K
Revenue
$1.3M
Expenses
$1.2M
Investment income
$4.7K

Form 990 fiscal year ended 12/31/2024

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.

Contractor Services Compensation
Whiteboard Advisors Llc Professional services $112,823

Officers & directors

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

Name Title Compensation Other
Julia Fallon Executive director $142,854 $26,947
Tera Daniels Director of operations $106,342 $19,038
Dorann Avey Treasurer $0 $0
Rick Gaisford Past chair $0 $0
Mindy Fiscus Chair $0 $0
Andrea Cote Secretary $0 $0
Brad Hagg Chair elect $0 $0
Doug Casey Member $0 $0
John Chadwick Member $0 $0
Delilah Collins Member $0 $0
Carla Wade Emeritus $0 $0
Sean Mcdonough Affiliate $0 $0