AUMdb

Montalvo Association

EIN 941249283 · 501(c)(3) · Public charity · Saratoga, CA · recognized 1955

Assets
$47.7M
Revenue
$8.2M
Expenses
$7.4M
Investment income
$2.1M

Form 990 fiscal year ended 09/30/2024

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
Angela Mcconnell Executive director $323,799 $0
Kelly Hudson Managing director $194,874 $0
Lee Ann Payne Chief financial officer $158,570 $0
Kelly Sicat Director, artists residency $149,141 $0
Judy Marcus Trustee (lifetime) $0 $0
Scott Mcdonald Trustee $0 $0
Ray Montalvo Trustee $0 $0
Lorena Perez Rockwood Trustee $0 $0
David Sacarelos Trustee $0 $0
April Sakara Gilley Trustee $0 $0
Ron Sege Trustee $0 $0
Sally Shi Trustee $0 $0
Darby Siempelkamp Trustee $0 $0
Jeff Sobrato Trustee $0 $0
Gilbert Vendryes Trustee $0 $0
Charmaine Warmenhoven Trustee (lifetime) $0 $0
John Wunderling Trustee $0 $0
Paul Conrado Board president $0 $0
Barbara Kilburn Board treasurer $0 $0
Chris Gomo Board secretary $0 $0
Roger Smullen President-elect $0 $0
Alejandro Aguilar Trustee $0 $0
Barry Ariko Trustee (lifetime) $0 $0
Mary Cate Bernal Trustee $0 $0
Jill Conner Trustee $0 $0
Jean Elliott Trustee $0 $0
Laura Engdahl Trustee $0 $0
Barry Fernald Trustee $0 $0
Subodh Gupta Trustee $0 $0
Marcia Hansen Trustee $0 $0
Daric Jackson Trustee $0 $0
Tom Larkins Trustee $0 $0
Lucy Li Trustee $0 $0
Sally Lucas Trustee (lifetime) $0 $0