AUMdb

Portage Route

EIN 810419347 · 501(c)(3) · Public charity · Great Falls, MT · recognized 1985

Assets
$1.3M
Revenue
$69.8K
Expenses
$19.0K
Investment income
$68.2K

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
Paul Wages Director $0 $0
Channing Hartelius Director $0 $0
Claire Roehm Director $0 $0
Carol Bronson President $0 $0
Jay Russell Vice president $0 $0
Norman Anderson Secretary $0 $0
Jo Ann Wright Treasurer $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $1.3M $69.8K $19.0K 990 990 · obj 202503369349300825 IRS ↗
09/30/2024 $1.2M $217K $19.5K 990 990 · obj 202520799349302007 IRS ↗