Public Charity

Charlotte CPCU Society Chapter Inc

Charlotte CPCU Society Chapter Inc, of Malvern, PA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $49K in revenue, $51K in expenses, $49K in total assets. IRS filings disclose 2 grants awarded by this foundation, totaling roughly $15K.

EIN: 566065123 Malvern, PA Latest filing: 2025
Total Revenue$49K
Total Expenses$51K
Total Assets$49K
Grants Given2
Grant Total$15K
Filing Years2021–2025

Mission

The Charlotte CPCU Society Chapter, Inc. is a community of credentialed property and casualty insurance professionals who promote excellence through ethical behavior and continuing education. The CPCU Society is committed to providing resources, educational programs and Charlotte CPCU Society Chapter, Inc. leadership opportunities that attract talent and enable individuals to expand their technical insurance skills and business capabilities in order to improve the overall performance of the insurance industry while adhering to the highest ethical standards.

Sample Grants Given

Appalachian State University
Boone, NC · 2018
Fund student scholarships
$7,500
University of NC at Charlotte
Charlotte, NC · 2018
Fund student scholarships
$7,500

Showing up to 5 of 2 total records — full history available with membership.

Officers & Directors

Director Alex Boyles
Secretary Alex Tiscione
Director Andrew Satterfield
President Charles Kiser
Director Chris Long
Director Craig Mccarter

Officer compensation and complete director data available with membership.

Top Grant Purposes

Fund student scholarships
$15,000 2 grants

Financial Trends

Year Revenue Expenses Assets
2025 $49K $51K $49K
2024 $44K $41K $52K
2023 $45K $48K $50K
2022 $44K $52K $53K
2021 $40K $45K $61K

Between 2021 and 2025, reported annual revenue grew from $40K to $49K (+23%), with total assets most recently reported at $49K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in NC.

NC

Full geographic grant map with state-by-state breakdown available with membership.

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