AUMdb

Serving Seniors

EIN 952850121 · 501(c)(3) · Public charity · San Diego, CA · recognized 1973

Assets
$26.0M
Revenue
$18.4M
Expenses
$17.3M
Investment income
$147K

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.

Contractor Services Compensation
Health Net Healthcare $348,607
Kaiser Foundation Health Plan Inc Healthcare $203,598
Sarah Frances Homtel Llc Management $324,224

Officers & directors

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

Name Title Compensation Other
Paul Downey President & ceo $304,413 $39,547
Melinda Forstey Coo $205,166 $12,360
Sue Schaffner Cfo $161,644 $20,245
Edith Glassey Cpo $158,841 $17,583
Giselle Beets Vp operations $126,871 $11,521
Jennifer Sinnott Vp health $108,981 $11,960
Enrique Parra Gonzalez Direct. of housing $99,872 $16,739
Bobby Lacour Director $0 $0
Joy Vaccari Director $0 $0
Mary Gendron Board chair $0 $0
Scott Brown Director $0 $0
Desiree Bruce Lyle Director $0 $0
Kris Virtue Director $0 $0
Brian Byun Director $0 $0
Jim Sikora Director $0 $0
Joni Low Director $0 $0
Nancy L Vaughan Director $0 $0
Willa Fields Director $0 $0
Deb Barrett Director $0 $0
Melissa Johnson Director $0 $0
Divya Koura Director $0 $0
Arlene Prater Director $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
06/30/2025 $26.0M $18.4M $17.3M 990 990 · obj 202543569349301659 IRS ↗
06/30/2024 $24.7M $13.3M $14.2M 990 990 · obj 202540209349301044 IRS ↗