The Weld Trust
EIN 742358522 · 501(c)(3) · Public charity · Greeley, CO · recognized 2021
- Assets
- $579M
- Revenue
- $35.2M
- Expenses
- $56.9M
- Investment income
- $34.9M
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Innovest Portfolio Solutions Llc CRD 106110 | deterministic · 100% | 12/31/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Innovest Portfolio Solutions Llc | Investment advisory services | $195,977 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Jeffrey Carlson | Chief executive officer | $199,592 | $24,476 |
| Ramon Serrano | Chief financial officer(thru nov) | $177,736 | $50,095 |
| Mike Bond | Chief operating officer | $168,366 | $30,447 |
| Kyle Holman | Director of health grants | $156,659 | $49,131 |
| Rhonda Morehead | Director of communications | $146,031 | $35,027 |
| Doug Elliot | Director of education grants | $128,449 | $46,801 |
| Timothy Brynteson | Director | $0 | $0 |
| John Dollarhide | Director | $0 | $0 |
| Jason Yeater | Director | $0 | $0 |
| Rose Stoller | Director | $0 | $0 |
| Travis Gillmore | Director | $0 | $0 |
| Mike Simone | Director | $0 | $0 |
| Vicki Wilson Phd Rn | Director | $0 | $0 |
| Mark Lawley | Secretary | $0 | $0 |
| Robert Murphy | Treasurer | $0 | $0 |
| Brandon Houtchens | Vice chair | $0 | $0 |
| Tom Grant | President & chair | $0 | $0 |