Piedmont Liability Trust
EIN 546280083 · 501(c)(3) · Public charity · Charlottesvle, VA · recognized 1991
- Assets
- $97.9M
- Revenue
- $11.6M
- Expenses
- $4.3M
- Investment income
- $3.1M
Form 990 fiscal year ended 06/30/2024
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.
| Contractor | Services | Compensation |
|---|---|---|
| Timberlake Smith Thomas & Moses Pc | Legal services | $302,845 |
| Mitchell & Simopoulos Pllc | Legal services | $149,092 |
| Goodman Allen Donnelly | Legal services | $147,929 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Bruce D Gehle Jd | Ceo starting 7/1/23 | $629,553 | $41,380 |
| Rebecca W West Jd Esq | Ceo thru 6/30/23 | $607,495 | $7,125 |
| Richard O White | Coo & general counsel | $291,892 | $33,494 |
| Lance D Frasier | Manager of finance & operations | $230,259 | $28,026 |
| Rachel Dg Horvath Jd | Claims & litigation counsel | $155,295 | $10,304 |
| Stephen S Park Md | Director | $0 | $0 |
| Peter T Hallowell Md | Director | $0 | $0 |
| Paola A Gehrig Md | Director | $0 | $0 |
| Mitchell H Rosner Md | Director | $0 | $0 |
| Megan J Bray Md | Director | $0 | $0 |
| Margaret Tracci Md | Director | $0 | $0 |
| James M Larner Md | Director | $0 | $0 |
| James E Smith | Director | $0 | $0 |
| J Scott Just Md Mba Facep | Director | $0 | $0 |
| Donald R Morin | Director | $0 | $0 |
| Christopher P Holstege Md | Director | $0 | $0 |
| Christopher A Moskaluk Md | Director | $0 | $0 |
| Andrew Southerland Md | Director | $0 | $0 |
| Scott A Syverud Md | Director/treasurer | $0 | $0 |
| Mark E Shaffrey Md | Director/chairman | $0 | $0 |
| James W Howell Jd | Director/vice-chair | $0 | $0 |
Filing history
| Fiscal year end | Assets | Revenue | Expenses | Source |
|---|---|---|---|---|
| 06/30/2024 | $97.9M | $11.6M | $4.3M | 990 990 · obj 202500509349300840 IRS ↗ |
| 06/30/2023 | $85.0M | $9.9M | $2.7M | 990 990 · obj 202503179349305185 IRS ↗ |