AUMdb

Caldwell Opportunities Inc

EIN 562208650 · 501(c)(3) · Public charity · Lenoir, NC · recognized 2001

Assets
$1.1M
Revenue
$1.2M
Expenses
$1.4M
Investment income
$33.6K

Form 990 fiscal year ended 06/30/2024

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
Julie Curry Executive director $70,838 $0
Pam Helton President $0 $0
J Daniel Taylor Secretary/treasurer $0 $0
Mr Billy Mitchell Vice-president $0 $0
Rocky Brooks Board member $0 $0
Allison Jenson Board member $0 $0
Jon Blair Board member $0 $0