AUMdb

Caldwell County United Fund

EIN 566067038 · 501(c)(3) · Public charity · Lenoir, NC · recognized 1950

Assets
$597K
Revenue
$355K
Expenses
$426K
Investment income
$8.4K

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
Jamie Willis Executive director $72,029 $0
Jesse Trivette President $0 $0
Kaitlyn Crawford Campaign chair $0 $0
Jon Blair Treasurer $0 $0
Justin Barber Director $0 $0
Allison Butler Director $0 $0
Hannah Morrison Director $0 $0
William Romero Director $0 $0
Hannah Romero Director $0 $0
Susan Strawn Director $0 $0
Tiasha Taylor Director $0 $0
Kristy Money Director $0 $0
Andrew Ortiz Director $0 $0
Brianna Wert Director $0 $0
Sara Wert Director $0 $0