- Revenue 2023
- $359,655
- Expenses 2023
- $393,649
As filed
- Subsection
- 06
- NTEE code
- S41
- Classification
- 2000
- Street
- 3004 OXBOW CT
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2023
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.
Activities or mission (Part I)
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.
-
CFA NC PROVIDES INVESTMENT SEMINARS AND NETWORKING OUTLETS FOR MEMBERS ACROSS THE STATE. THIS INCLUDES THE ANNUAL OUTLOOK DINNER, MONTHLY EDUCATIONAL BREAKFASTS/LUNCHES AND ANNUAL MEMBERSHIP MEETINGS (TOTAL OF 35 PROGRAMS).
-
CFA NORTH CAROLINA SOCIETY ANNUALLY PROVIDES TEN (10) MERIT BASED SCHOLARSHIPS OF $800 EACH TO CFA CANDIDATES LIVING IN NC FOR PARTIAL PAYMENT OF THE CFA EXAM REGISTRATION.
-
CFA NC PROVIDES EDUCATIONAL PROGRAMS TO SUPPORT PROFESSIONAL DEVELOPMENT OF CFA MEMBERS AND CANDIDATES.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2023
As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Matthew K UnderwoodMATTHEW K UNDERWOOD
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Sumali SanyalSUMALI SANYAL
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Lauretta ReevesLAURETTA REEVES
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Casey BaumCASEY BAUM
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Jake LiuJAKE LIU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lisa WeissLISA WEISS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael HakeremMICHAEL HAKEREM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert LamyROBERT LAMY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Erik KeenerERIK KEENER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sam KirbySAM KIRBY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brittany PriesterBRITTANY PRIESTER
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.25
-
Nirup SahooNIRUP SAHOO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sheri GilletteSHERI GILLETTE
EXECUTIVE DIRECTOR
- Total calculated
- $102,750
- From this org
- $102,750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.
Filings
-
2023
- Revenue
- $359,655
- Expenses
- $393,649
- Contributions
- $278,617
- Grants paid
- $0
-
2022
- Revenue
- $360,896
- Expenses
- $395,819
- Contributions
- $279,998
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $379,282
- Expenses
- $383,565
- Assets (EOY)
- $721,541
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
$136,193
2022 GEN SUPPORT
-
$98,143
2024 GEN SUPPORT
-
$97,771
2023 GEN SUPPORT
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2023, the newest we have parsed for this organization.