Contractor
Verus
5 customers • 25 returns • Latest tax year 2024 • Seattle, WA
Investment AdvisorInvestment ConsultantInvestment CounselorInvestment ManagementInvestment Consulting
Customers
5
Returns
25
Total Compensation
$5,132,833
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| The San Diego Foundation | 95-2942582 | 6 | 2023 | Investment Consultant | $2,111,311 |
| Community Foundation for Monterey County | 94-1615897 | 11 | 2024 | Investment Advisor • Investment Consulting | $1,398,666 |
| UC San Diego Foundation | 95-2872494 | 4 | 2019 | Investment Counselor | $918,750 |
| Association for Cultural Interchange Inc | 52-6054124 | 3 | 2024 | Investment Management | $540,833 |
| Inland Empire Community Foundation | 33-0748536 | 1 | 2023 | Investment Consultant | $163,273 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | Association for Cultural Interchange Inc | 990 | Investment Management | 800 FIFTH AVENUE SUITE 3900, Seattle, WA 98104 | $190,000 | View return |
| 2024 | Community Foundation for Monterey County | 990 | Investment Advisor | 999 THIRD AVENUE SUITE 4200, Seattle, WA 98104 | $103,333 | View return |
| 2023 | The San Diego Foundation | 990 | Investment Consultant | 800 FIFTH AVE STE 3900, Seattle, WA 98104 | $377,578 | View return |
| 2023 | Association for Cultural Interchange Inc | 990 | Investment Management | 800 FIFTH AVENUE SUITE 3900, Seattle, WA 98104, Is | $190,000 | View return |
| 2023 | Inland Empire Community Foundation | 990 | Investment Consultant | 800 Fifth Avenue Suite 3900, Seattle, WA 98104 | $163,273 | View return |
| 2023 | Community Foundation for Monterey County | 990 | Investment Advisor | 999 THIRD AVENUE SUITE 4200, Seattle, WA 98104 | $155,000 | View return |
| 2022 | The San Diego Foundation | 990 | Investment Consultant | 800 FIFTH AVE STE 3900, Seattle, WA 98104 | $350,804 | View return |
| 2022 | Association for Cultural Interchange Inc | 990 | Investment Management | 800 FIFTH AVENUE SUITE 3900, Seattle, WA 98104, Is | $160,833 | View return |
| 2022 | Community Foundation for Monterey County | 990 | Investment Advisor | 999 THIRD AVENUE SUITE 4200, Seattle, WA 98104 | $155,000 | View return |
| 2021 | The San Diego Foundation | 990 | Investment Consultant | 800 FIFTH AVE SUITE 3900, Seattle, WA 98104 | $354,267 | View return |
| 2021 | Community Foundation for Monterey County | 990 | Investment Advisor | 999 THIRD AVENUE SUITE 4200, Seattle, WA 98104 | $155,000 | View return |
| 2020 | The San Diego Foundation | 990 | Investment Consultant | 800 FIFTH AVE SUITE 3900, Seattle, WA 98104 | $338,019 | View return |
| 2020 | Community Foundation for Monterey County | 990 | Investment Advisor | 999 THIRD AVENUE SUITE 4200, Seattle, WA 98104 | $133,333 | View return |
| 2019 | The San Diego Foundation | 990 | Investment Consultant | 800 FIFTH AVE SUITE 3900, Seattle, WA 98104 | $341,519 | View return |
| 2019 | UC San Diego Foundation | 990 | Investment Counselor | 999 Third Avenue Suite 4200, Seattle, WA 98104 | $187,500 | View return |
| 2019 | Community Foundation for Monterey County | 990 | Investment Advisor | 999 THIRD AVENUE SUITE 4200, Seattle, WA 98104 | $129,000 | View return |
| 2018 | The San Diego Foundation | 990 | Investment Consultant | 800 FIFTH AVE SUITE 3900, Seattle, WA 98104 | $349,124 | View return |
| 2018 | UC San Diego Foundation | 990 | Investment Counselor | 999 Third Avenue Suite 4200, Seattle, WA 98104 | $272,917 | View return |
| 2018 | Community Foundation for Monterey County | 990 | Investment Advisor | 999 THIRD AVENUE SUITE 4200, Seattle, WA 98104 | $129,000 | View return |
| 2017 | UC San Diego Foundation | 990 | Investment Counselor | 999 Third Avenue Suite 4200, Seattle, WA 98104 | $250,000 | View return |
| 2017 | Community Foundation for Monterey County | 990 | Investment Advisor | 999 THIRD AVENUE SUITE 4200, Seattle, WA 98104 | $129,000 | View return |
| 2016 | UC San Diego Foundation | 990 | Investment Counselor | 999 THIRD AVENUE SUITE 4200, Seattle, WA 98104 | $208,333 | View return |
| 2016 | Community Foundation for Monterey County | 990 | Investment Advisor | 999 THIRD AVENUE SUITE 4200, Seattle, WA 98104 | $108,000 | View return |
| 2015 | Community Foundation for Monterey County | 990 | Investment Consulting | 999 THIRD AVENUE SUITE 4200, Seattle, WA 98104 | $101,000 | View return |
| 2014 | Community Foundation for Monterey County | 990 | Investment Consulting | 999 THIRD AVENUE SUITE 4200, Seattle, WA 98104 | $101,000 | View return |