AUMdb

William J Gould Associates Inc

EIN 042134819 · 501(c)(3) · Public charity · Monterey, MA · recognized 1935

Assets
$13.2M
Revenue
$6.0M
Expenses
$6.2M
Investment income
$146K

Form 990 fiscal year ended 06/30/2025

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.

Contractor Services Compensation
Restorations Inc General contracting $457,697

Officers & directors

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

Name Title Compensation Other
Lisanne Finston Executive director $101,739 $43,137
Kim Bradley Co-chair $0 $0
Laurie Heatherington Co-chair $0 $0
Philip Morrison Treasurer $0 $0
Catherine Mendelsohn Clerk $0 $0
Elizabeth Roberts Director $0 $0
Roberta Weiss Director $0 $0
Lauren Behrman Director $0 $0
Steve Kahn Director $0 $0
David King Director $0 $0
Carole Novick Director $0 $0
Sheila Rosenstein Director $0 $0
Steven Schwartz Director $0 $0
Phyllis Vine Director $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
06/30/2025 $13.2M $6.0M $6.2M 990 990 · obj 202513569349300921 IRS ↗
06/30/2024 $13.4M $5.6M $5.8M 990 990 · obj 202530499349301723 IRS ↗