AUMdb

Villa Avanti Association

EIN 330437184 · 501(c)(4) · Public charity · Canyon Lake, CA · recognized 2004

Assets
$1.3M
Revenue
$134K
Expenses
$245K
Investment income
$37.3K

Form 990 fiscal year ended 07/31/2025

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.

None reported.

Officers & directors

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

Name Title Compensation Other
Laura Reich President $0 $0
Serina Ortiz Vice president $0 $0
Richard Schlottman Treasurer $0 $0
Jay O'neil Secretary $0 $0
Karl Kaplan Director $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
07/31/2025 $1.3M $134K $245K 990 990 · obj 202502959349301390 IRS ↗
07/31/2024 $1.2M $257K $214K 990 990 · obj 202541959349300209 IRS ↗