AUMdb

Caldera

EIN 943235649 · 501(c)(3) · Public charity · Portland, OR · recognized 1996

Assets
$32.4M
Revenue
$8.3M
Expenses
$3.9M
Investment income
$419K

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
The Caprock Group, Llc CRD 124272 deterministic · 100% 06/30/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
River Roofing Bend Llc Construction services $814,219
The Caprock Group Inc Investment advisor $201,837

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Kimberly Howard Wade Executive director $155,893 $11,388
Karena Salmond Senior dir. of impact $101,968 $10,023
Kira Lombardozzi Dir. of finance $91,506 $9,760
Bryan Wieden Board member $0 $0
Jason White Board member $0 $0
Adriana Noesi Board member $0 $0
Michael Navarro Board member $0 $0
Rene Mitchell Board member $0 $0
Kerani Mitchell Board member $0 $0
Corey Martin Board member $0 $0
Michael Kosmala Board member $0 $0
Scott Howard Board member $0 $0
Joy Fowler Board member $0 $0
John Dempsey Board member $0 $0
Jennifer Cole Board member $0 $0
Michelle Boss Barba Board member $0 $0
Amir Angha Board member $0 $0
David Luhr Board treasurer $0 $0
Mary Normand Board secretary $0 $0
Priscilla Bernard Wieden Board vice-chair $0 $0
Bill Davenport Board chair $0 $0