AUMdb

Haverland Carter Lifestyle Group

EIN 272027950 · 501(c)(3) · Public charity · Albuquerque, NM · recognized 2010

Assets
$43.8M
Revenue
$4.3M
Expenses
$9.0M
Investment income
$94.5K

Form 990 fiscal year ended 09/30/2024

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
Marie Trigg Chair (through april 2024) $0 $0
Doug Wilson Chair $0 $0
Dan Shapiro Vice-chair (through april 2024) $0 $0
Terry Shirrod Vice-chair $0 $0
Edward Licon Secretary Treasurer (through april 2024) $0 $0
Don Hossink Secretary $0 $0
Walt Arnold Member (through april 2024) $0 $0
Renee Ennis Member (through april 2024) $0 $0
Marcia Lubar Member (through april 2024) $0 $0
Regner Rider Member (through april 2024) $0 $0
Alison Schuler Member (through april 2024) $0 $0
Jessica Turnley Member (through april 2024) $0 $0
E Deann Eaton Ceo $0 $0
Angie Julian Cfo $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
09/30/2024 $43.8M $4.3M $9.0M 990 990 · obj 202512279349302676 IRS ↗
03/31/2024 $44.5M $10.3M $16.2M 990 990 · obj 202540459349300529 IRS ↗