Overview

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Est.

1971

Fiscal Year Start

Jul 1

Organization Type

Grantseeker

AI Summary

CFA Society North Carolina Inc, with EIN 56-1824044, is dedicated to promoting ethical and professional standards within the investment industry while encouraging professional development through the CFA program. Operating with a budget of $393.6K in 2024, the organization generated total revenue of $359.7K and relies on a diverse funding base, with no single funder contributing 50% or more of its revenue. More information can be found on their website at www.cfanorthcarolina.org.

Mission Statement

THE CFA NORTH CAROLINA SOCIETY PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, ENCOURAGES PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM AND FACILITATES THE OPEN EXCHANGE OF INFORMATION AND OPINIONS.
Revenues
$359.7K
Expenses
$393.6K
Net Income:
-$34K
Assets
$768.2K
Liabilities
$32.8K
Net Assets:
+$735.5K
Operating Budget
$393.6K
Operating Budget by Year

Due Diligence

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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Not in Pub 78 list
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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Total No. of Grants
1
Median grant size
$97.8K
Largest grant received
$97.8K
S
Sheri Gillette
Board Member
R
Robert Lamy
Board Member
E
Erik Keener
Board Member

Frequently Asked Questions

What is CFA SOCIETY NORTH CAROLINA INC’s budget?
In 2024, CFA SOCIETY NORTH CAROLINA INC reported an annual operating budget of around $394 thousand. More detailed financial information is available to registered users.
What causes does CFA SOCIETY NORTH CAROLINA INC support?
CFA SOCIETY NORTH CAROLINA INC supports work in Business promotion.
Where does CFA SOCIETY NORTH CAROLINA INC operate?
CFA SOCIETY NORTH CAROLINA INC is headquartered in RALEIGH, NC.
Who funded CFA SOCIETY NORTH CAROLINA INC recently?
In 2024, CFA SOCIETY NORTH CAROLINA INC received grants from CFA INSTITUTE, CFA INSTITUTE, and CFA INSTITUTE. More information on this organization’s funders is available to registered users.
What is the largest grant CFA SOCIETY NORTH CAROLINA INC received in 2024?
The largest grant to CFA SOCIETY NORTH CAROLINA INC in 2024 exceeds $98 thousand.