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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: N/A
Other names: CFA Society NORTH Carolina Inc; NORTH Carolina Society of Financial
EIN 56-1824044 · Snapshot of IRS recognition, filing currency, financial health, and governance.
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.
Principal Officer
Sheri Gillette
Total Revenue
$360K
FY2023
Total Expenses
$394K
FY2023
Net Assets
$735K
Program Ratio
—
expenses on programs
Employees
2
Volunteers
46
Board Members
12
Voting
12
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.