Public Charity

CFA SOCIETY NORTH CAROLINA INC

CFA SOCIETY NORTH CAROLINA INC, of RALEIGH, NC, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $360K in revenue, $394K in expenses, $768K in total assets. 8 publicly reported grants to this organization, totaling roughly $1.0M, appear in IRS filings.

EIN: 561824044 RALEIGH, NC Latest filing: 2024
Total Revenue$360K
Total Expenses$394K
Total Assets$768K
Grant Records8
Funding Total$1.0M
Filing Years2022–2024

Mission

CFA NORTH CAROLINA PROMOTES ADHERENCE TO THE HIGHEST LEVEL OF PROFESSIONAL STANDARDS AND CONDUCT WITHIN THE INVESTMENT INDUSTRY. WE ENCOURAGE THE PROFESSIONAL DEVELOPMENT AND INTEREST OF THE MEMBERS THROUGH THE CFA PROGRAM AND CONTINUING EDUCATION. WE FACILITATE THE EXCHANGE OF INFORMATION AND OPINIONS AMONG PEOPLE WITHIN THE LOCAL INVESTMENT COMMUNITY AND BEYOND, AND INCREASE AWARENESS AND UNDERSTANDING OF THE CHARTERED FINANCIAL ANALYST DESIGNATION AND INVESTMENT INDUSTRY TO THE PUBLIC.

Officers & Directors

PAST PRESIDENT Brittany Priester
TREASURER Casey Baum
DIRECTOR Erik Keener
DIRECTOR Jake Liu
SECRETARY Lauretta Reeves
DIRECTOR Lisa Weiss

Officer compensation and complete director data available with membership.

Top Grant Purposes

GEN SUPPORT
$1,037,285 8 grants

Financial Trends

Year Revenue Expenses Assets
2024 $360K $394K $768K
2023 $361K $396K $722K
2022 $379K $384K $722K

Between 2022 and 2024, reported annual revenue declined from $379K to $360K (-5%), with total assets most recently reported at $768K.

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

See the full picture for CFA SOCIETY NORTH CAROLINA INC

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