CFA SOCIETY OF NC, of RALEIGH, NC, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $388K in revenue, $411K in expenses, $799K in total assets. 8 publicly reported grants to this organization, totaling roughly $1.0M, appear in IRS filings.
TO SERVE THE NEEDS OF PROFESSIONALS IN THE INVESTMENT DECISION-MAKING PROCESS BY PROVIDING A FORUM FOR THE EXCHANGE OF INFORMATION AND IDEAS AMONG ITS MEMBERS, ENHANCING INVESTMENT KNOWLEDGE, AND ENCOURAGING HIGH ETHICAL STANDARDS AND PROFESSIONAL CONDUCT AMONG ALL PARTICIPANTS IN THE INVESTMENT INDUSTRY.
Showing up to 5 of 8 total records — full history available with membership.
Officer compensation and complete director data available with membership.
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $388K | $411K | $799K |
| 2024 | $360K | $394K | $768K |
| 2023 | $361K | $396K | $722K |
| 2022 | $379K | $384K | $722K |
Between 2022 and 2025, reported annual revenue grew from $379K to $388K (+2%), with total assets most recently reported at $799K.
Interactive year-over-year charts and full filing details available with membership.
