AUMdb

Forever Balboa Park

EIN 330849518 · 501(c)(3) · Public charity · San Diego, CA · recognized 1999

Assets
$14.4M
Revenue
$6.8M
Expenses
$4.5M
Investment income
$240K

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.

None reported.

Officers & directors

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

Name Title Compensation Other
Jacqueline Higgins Vp planning $152,457 $16,161
Phillip Sammuli Vp of inst. adv. $151,659 $6,968
Elizabeth Babcock President & ceo $128,972 $6,535
Elizabeth Porter Vp of finance $122,405 $21,122
Craig Batrez Vp facilities & op $120,204 $14,823
Katherine Mcdonald President & ceo $22,719 $1,222
Joye Blount Director $0 $0
Brian Matthews Director $0 $0
Ken Tranbarger Director $0 $0
Gaidi Finnie Director $0 $0
Lucy Warren Director $0 $0
Ann Wilson Director $0 $0
Matt Mccormick Director $0 $0
Joyce Gattas Director $0 $0
Victoria Hamilton Chair $0 $0
Brent Woods Director $0 $0
Connie Matsui Director $0 $0
Gonzalo Rojas Director $0 $0
Glenn Rossman Director $0 $0
Allison Rossett Director $0 $0
Pemberton Smith Treasurer $0 $0
John Toman Director $0 $0
Pete Wheeler Director $0 $0
Michael Yee Director $0 $0
Sarah Evans Director $0 $0
Allison Soares Director $0 $0
Doug Kerner Imm past chair $0 $0
Betty Peabody Director $0 $0
Kerri Kapich Director $0 $0
George Hardy Director $0 $0
John Venekamp Chair elect $0 $0
Michele Slingerland Director $0 $0
Jonathan Shulman Director $0 $0
Pat Caughey Director $0 $0
Michael Glass Director $0 $0
James Hughes Director $0 $0
Warren Gorowitz Director $0 $0
Maureen Lamberti Director $0 $0
Lynn Langley Secretary $0 $0
Jaime Lomas Director $0 $0
Monica Mroz Director $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
06/30/2025 $14.4M $6.8M $4.5M 990 990 · obj 202523469349301017 IRS ↗
06/30/2024 $11.6M $4.8M $4.3M 990 990 · obj 202433559349300733 IRS ↗