AUMdb

Wellspring

EIN 943210971 · 501(c)(3) · Public charity · Menlo Park, CA · recognized 1994

Assets
$1.6M
Revenue
$1.5M
Expenses
$1.3M
Investment income
$20.8K

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.

None reported.

Officers & directors

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

Name Title Compensation Other
Patti Pierce Founder & board member $125,995 $57,748
James Ccoli Managing partner $98,725 $44,621
Richard Gotthardt Secretary $84,556 $87,101
Junean Lanigan Business management and development partner $70,497 $15,857
Teresa O'neel Founding team and board member $51,758 $54,784
Ralph Harnett President & board chairman $0 $0
Ken Perez Treasurer $0 $0
Jake Chacko Vice chair and board member $0 $0
Donna Ikeda Board member $0 $0
Tess Reynolds Board member $0 $0
Elton Lin Board member - beginning august 2024 $0 $0
Brad Ciraulo Board member - beginning november 2024 $0 $0