AUMdb

Heart Of The Rockies Initiative

EIN 463635624 · 501(c)(3) · Public charity · Missoula, MT · recognized 2014

Assets
$889K
Revenue
$1.8M
Expenses
$1.4M
Investment income
$31.8K

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
Joann Grant Managing dir. $124,524 $13,866
Kali Hannon Managing dir. $120,396 $12,770
Gavin Ricklefs Managing dir. $35,862 $0
Max Ludington Treasurer $0 $0
Jessica Crowder Member $0 $0
Brian Bean Member $0 $0
Elizabeth Bell Member $0 $0
Jim Owens Member $0 $0
Gary Wolfe Member $0 $0
Kristin Troy President $0 $0
Karen Rice Secretary $0 $0
Katie Cox Member $0 $0
Denny Iverson Member $0 $0