AUMdb

North Carolina Bankers Association Foundation

EIN 561391773 · 501(c)(3) · Public charity · Raleigh, NC · recognized 1984

Assets
$5.5M
Revenue
$807K
Expenses
$672K
Investment income
$249K

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
Peter Gwaltney President & ceo $615,000 $57,986
Lynn Johnson Coo $324,450 $51,640
Nathan Batts Counsel/svp $240,807 $36,867
Mark Holmes Cfo $169,786 $17,451
Suzanne Brooks Controller $165,000 $33,081
Michelle Sutton Corporate secretary/acct. specialist $102,341 $16,707
Bob Washburn Chairman $0 $0
Jim Marshall Vice chairman $0 $0
Jim Hansen Immediate past chair $0 $0
David Allen Board member $0 $0
Juan Austin Board member $0 $0
Jeff Whittington Board member (thru june 2024) $0 $0
David Weaver Board member (thru june 2024) $0 $0
Caroline Taylor Board member (thru feb. 2024) $0 $0
Robin Hager Board member (thru june 2024) $0 $0
Mike Atkinson Board member (thru june 2024) $0 $0
Felicia Woodard Board member (began june 2024) $0 $0
Hunter Westbrook Board member (began june 2024) $0 $0
Keith Epstein Board member (began june 2024) $0 $0
Bill Bunn Board member (began june 2024) $0 $0
Randy Adcock Board member (began june 2024) $0 $0
Drew Covert Board member $0 $0
Chris Bell Board member (began aug. 2024) $0 $0
Jim Rose Board member $0 $0
Amanda Lloyd Board member $0 $0
David Barksdale Board member $0 $0