AUMdb

Southwest Heritage Inc

EIN 591641624 · 501(c)(3) · Public charity · Naples, FL · recognized 1978

Assets
$350K
Revenue
$78.0K
Expenses
$35.5K
Investment income
—

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
Eric Leafquist Secretary $0 $0
Jim Weigel Director $0 $0
George King Director $0 $0
George Turczn Director $0 $0
John Garner Director $0 $0
Lodge Mckee President & director $0 $0
Kathy Leafquist Director $0 $0