AUMdb

Toward Maximum Independence

EIN 330185759 · 501(c)(3) · Public charity · San Diego, CA · recognized 1986

Assets
$14.0M
Revenue
$25.2M
Expenses
$24.8M
Investment income
$92.7K

Form 990 fiscal year ended 06/30/2024

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
Rachel Harris Chief executive officer $264,230 $10,064
Lihong Ke Vice president of finance $184,253 $14,347
Jessie Campbell Chief operating officer $179,165 $17,730
Rebeca Valenzuela Vp of hr and general couns $158,190 $12,505
Paola Osuna Former director of family $141,218 $3,345
Thomas Ruffino Personal attendent $126,847 $11,091
Richard Troyer Personal attendent $118,793 $4,948
Celestine Owino Personal attendent $112,826 $11,487
David Cross Director of computer and i $110,149 $4,288
Dr Shavonne Williams Board member $0 $0
Minnie Courington Board member $0 $0
Maurice Altemus Client board representativ $0 $0
Jenna Plante Staff representative $0 $0
Heather Martin Board member $0 $0
Alice Campbell Chair, board member $0 $0
Donaven Yousif Vice chair, board member $0 $0
Michele Mamerto Board member $0 $0
Bryan Shull Treasurer, board member $0 $0
Norman Faleono Board member $0 $0
Cathy Bishop Secretary, board member $0 $0
Jocelyn Gonzalez Board member $0 $0
Christopher Walters Board member $0 $0