AUMdb

Principle Foundation

EIN 430816306 · 501(c)(3) · Public charity · Overland Park, KS · recognized 1959

Assets
$6.5M
Revenue
$3.4M
Expenses
$2.6M
Investment income
$470K

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.

Contractor Services Compensation
Cliftonlarsonallen Llp Outsourced accounting services $116,451

Officers & directors

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

Name Title Compensation Other
Bruce Jeffrey Executive director $155,568 $12,445
Kevin Massey Director of operations $105,621 $8,450
Anna Lisa Kronman Board chair $0 $0
Joan Bernard Bradley Board vice chair (resigned in 2024) $0 $0
Gina Lindquist Bailey Director/board vice chair $0 $0
Rob Collier Treasurer $0 $0
D Brian Boettiger Director $0 $0
Kevin D'evelyn Director $0 $0
Charles Lindahl Director (resigned in 2024) $0 $0
Beverly Luttrell Director $0 $0
Marshall Mccurties Director $0 $0
Shannon Nordling Director $0 $0
Christine Nacewicz Rigdon Director $0 $0
George O Strong Director (resigned in 2024) $0 $0