AUMdb

Clay County Heritage

EIN 426060183 · 501(c)(3) · Public charity · Spencer, IA · recognized 1986

Assets
$2.0M
Revenue
$90.8K
Expenses
$135K
Investment income
$4.8K

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
Kristine Willrett Vice president $0 $0
Caroline Nelson Board member $0 $0
Jacqueline Johnson Vice president $0 $0
Sonna Winther Secretary $0 $0
Mary Jo Smith Treasurer $0 $0
Kay Lamport President $0 $0
Sara Ricke Board member $0 $0