AUMdb

Capital Roots Inc

EIN 141596291 · 501(c)(3) · Public charity · Troy, NY · recognized 1975

Assets
$12.0M
Revenue
$3.2M
Expenses
$3.8M
Investment income
$8.4K

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
Amy Klein Ceo $99,999 $12,307
Jessica Trowbridge Coo $75,000 $1,500
Deborah Bennett Director at large $0 $0
Sarah Bilofsky Director $0 $0
Mark Bryant Treasurer $0 $0
Katie Decker Director $0 $0
Jean Gerbini Director $0 $0
Kim Hickok Vice president $0 $0
Kimberly Sanger Jones Director $0 $0
Laura Kozien Secretary $0 $0
Megan Leitzinger Director $0 $0
Susan Mccormick Director $0 $0
Lynne Rittner Director $0 $0
Anoush Koroghlian Scott President $0 $0
Michael Whiteman Director $0 $0