AUMdb

Wf Assets Inc

EIN 742783048 · 501(c)(3) · Public charity · Waco, TX · recognized 1996

Assets
$3.9M
Revenue
$723K
Expenses
$16.8K
Investment income
$6.0K

Form 990 fiscal year ended 03/31/2024

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
Ashley Allison Executive director $426,500 $56,467
Valerie Holland Director of finance (apr - aug) $124,081 $1,447
Malcolm Duncan Jr Trustee $0 $0
Sherman Ayres Chair $0 $0
Chris Mcswain Vice chair $0 $0
Soo Battle Secretary/treasurer $0 $0
Mike Bidwell Trustee $0 $0
Monte Hulse Trustee $0 $0
Kristen Mynar Trustee $0 $0
Mike Raymond Trustee $0 $0
Melli Wickliff Trustee $0 $0
Aaron Zimmerman Trustee $0 $0
Dillon Meek Trustee $0 $0
Charles Williams Trustee $0 $0
Isabel Weeden Cfo/coo (jan- mar) $0 $0