AUMdb

Note In The Pocket Inc

EIN 462574332 · 501(c)(3) · Public charity · Raleigh, NC · recognized 2013

Assets
$3.2M
Revenue
$4.2M
Expenses
$4.2M
Investment income
$10.9K

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
Dallas Bonavita Executive director $89,241 $10,158
Jill Walters Director (thru may 2024) $0 $0
Tim Scales Director $0 $0
Jennifer Tolley Director $0 $0
Patrick Mackie Director $0 $0
Laura Keefer Director $0 $0
Lexy Goodwin Director $0 $0
Raven Gibbs Director $0 $0
Ariane Despres Director $0 $0
Greg Delage Director $0 $0
Bruce Cross Director $0 $0
Jami Crampton Director $0 $0
Brooke Hanford Secretary (as of may 2024) $0 $0
Jennifer Vondee Secretary (thru may 2024) $0 $0
Mark Chambers Treasurer $0 $0
Jeremy Petranka Vice chair $0 $0
Tim Tinnesz Chair $0 $0