AUMdb

Charlotte Assembly

EIN 300507479 · 501(c)(7) · Public charity · Charlotte, NC · recognized 2009

Assets
$231K
Revenue
$309K
Expenses
$289K
Investment income
$15

Form 990 fiscal year ended 01/31/2025

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.

None reported.

Officers & directors

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

Name Title Compensation Other
Mary Bradley President $0 $0
Beth Bowen Past president $0 $0
Betsy Parkhurst President elect $0 $0
Molly Macon Treasurer $0 $0
Kristin Lewis Asst treasurer $0 $0
Kimbrel Morris Secretary $0 $0
Mason Smith Director $0 $0
Amy Burleson Director $0 $0
Martha Player Director $0 $0
Susan Calton Director $0 $0
Elizabeth Shaw Director $0 $0
Jane Lockwood Director $0 $0
Denny O'leary Director $0 $0
June Rhyne Director $0 $0
Debbie Frail Director $0 $0
Meredith Jorgensen Director $0 $0
Betsy Mc Intyre Director $0 $0
Sally Helweg Director $0 $0
Mary Smith Director $0 $0
Cathy Austin Director $0 $0
Kathy Gately Director $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
01/31/2025 $231K $309K $289K 990 990 · obj 202521639349300632 IRS ↗
01/31/2024 $212K $231K $239K 990 990 · obj 202520219349301627 IRS ↗