AUMdb

Optima Foundation Inc

EIN 823745515 · 501(c)(3) · Public charity · Naples, FL · recognized 2019

Assets
$3.5M
Revenue
$636K
Expenses
$468K
Investment income
$142K

Form 990 fiscal year ended 12/31/2023

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
Erika Donalds President $0 $0
Bob Harden Director $0 $0
Carol Manning Director $0 $0
Louise Penta Director $0 $0
Thomas Walsh Director $0 $0
Maddy Vigil Chief administrative officer $0 $0