AUMdb

Carolina Crown Inc

EIN 561598929 · 501(c)(3) · Public charity · Pineville, NC · recognized 1989

Assets
$2.8M
Revenue
$3.6M
Expenses
$3.6M
Investment income
$27.2K

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
Joe Roach Executive director $99,463 $0
Lori Ann Summers Board member $0 $0
Lorri Unumb Board member $0 $0
Kerry Cordan Board member $0 $0
Terrence Williams Board member $0 $0
Greg Vaughn Board member $0 $0
Jennifer Jablonski Board member $0 $0
Kevin Smith President emeritus $0 $0
Doug Madar Emeritus $0 $0
Bill Loelius Emeritus $0 $0
Kelsey Bevensee Secretary $0 $0
Steve Tant Board member $0 $0
Anthony Tang Board member $0 $0
Joe Rosemond Chair $0 $0
Brian Rose Treasurer $0 $0
Dr Antonio Boyd Board member $0 $0
Nick Annan Vice chair $0 $0
Don Rawlins Past chair $0 $0
Matt Nolan Board member $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $2.8M $3.6M $3.6M 990 990 · obj 202512949349301321 IRS ↗
12/31/2023 $2.9M $3.9M $3.9M 990 990 · obj 202510629349301231 IRS ↗