AUMdb

Strategic Market Initiative

EIN 010817065 · 501(c)(6) · Public charity · Kingston, MA · recognized 2005

Assets
$1.9M
Revenue
$2.0M
Expenses
$2.0M
Investment income
$43.4K

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.

None reported.

Officers & directors

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

Name Title Compensation Other
Jane Pleasants President $243,890 $0
Nancy Anderson Associate executive direct $241,426 $0
Christine Dean Vice president $218,280 $0
Donna Drummond Chair $0 $0
Marisa Farabaugh Member of the board $0 $0
Tom Harvieux Treasurer $0 $0
Lisa Hohman Chair elect $0 $0
Mary Beth Lang Member of the board $0 $0
Allan Mavis Member of the board $0 $0
Mark Welch Member of the board $0 $0
Christine Arme Member of the board $0 $0
Robert Rajalingam Member of the board $0 $0
Susan Louis Member of the board $0 $0
Kelly Quick Member of the board $0 $0
Eric Tritch Member of the board $0 $0