AUMdb

Cota Childrens Organ Transplant Association Inc

EIN 351674365 · 501(c)(3) · Public charity · Bloomington, IN · recognized 1987

Assets
$45.1M
Revenue
$7.5M
Expenses
$7.1M
Investment income
$2.4M

Form 990 fiscal year ended 06/30/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Comprehensive Financial Consultants Institutional, Inc. CRD 128257 deterministic · 100% 06/30/2025

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Comprehensive Financial Consultants Institutional Investment management $170,359
Resultant Llc It managed service provider $112,354

Officers & directors

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

Name Title Compensation Other
Richard Lofgren Chief executive officer $283,947 $53,032
Lisa Fulkerson Chief financial officer (thru june 2025) $211,552 $44,338
Kristy Brown Chief development officer $158,820 $37,714
Ryan Gallagher Executive director of development $135,033 $19,108
Doug Giles Chief financial officer (starting june 2025) $0 $0
T Michael Ford Board member $0 $0
Suzanne Seiders Board member $0 $0
Susy Timmons Board member $0 $0
Scott Price Board member $0 $0
Scott Ganton Board member $0 $0
Robert Kayne Board member $0 $0
Marc Collins Board member $0 $0
Macey Levan Board member (starting june 2025) $0 $0
Joellen Baldwin Board member $0 $0
Isabel Santner Board member $0 $0
Dr Yolanda Trevino Ph D Board member $0 $0
Dr Jolene Ellis Board member $0 $0
Chella Tedrow Board member (starting feb. 2025) $0 $0
Cassandra Amadio Board member $0 $0
Zina Berry Secretary $0 $0
Patrick Fitzpatrick Vice chair (thru aug 2024) $0 $0
Kathleen Mcneely Board chair (thru june 2024) / board member $0 $0
Bo Hannah Treasurer $0 $0
Anthony Paganelli Board chair (starting july 2024) / board member $0 $0