North Carolina · Nonprofit
CFA SOCIETY OF NC
CFA SOCIETY OF NC (North Carolina) receives grants from 1 organization whose IRS filings report $1,037,285 to it, the largest being CFA INSTITUTE ($1,037,285). 1 of them have funded it in more than one year.
- Revenue FY2025
- $388k
- Funders on record
- 1
- Grants received
- $1.0M
- Net assets
- $772k
What Cfa Society of Nc does
Mission
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.
As stated on its FY2025 Form 990.
Programs
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 nc provides educational programs to support professional development of cfa members and candidates.
The 2 programs described on its FY2024 Form 990, listed largest first by expense.
The organization over time
Each line starts at 100 in 2022, so what you read is the shape rather than the size: 150 means half as much again as 2022, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $722k to $768k (+6%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
13% of CFA SOCIETY OF NC’s revenue is contributions — about as donation-reliant as the typical peer (62% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 4 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Sheri Gillette
Executive director
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base held at 1 funder, grant income rose $69k → $136k.
From the IRS filings of CFA SOCIETY OF NC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
CFA SOCIETY OF NC draws 100% of its grant income from funders outside North Carolina, across 1 state in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
CFA SOCIETY OF NC's funding has concentrated — grant income rose while the number of funders held roughly flat.
this organization peer median middle 50% of peers· 7,175 community improvement nonprofits $100k–$1M, FY2025
Organizations like CFA SOCIETY OF NC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In North Carolina
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Governance
Screen this organization
A dated, signed PDF of the compliance screen for CFA SOCIETY OF NC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds CFA SOCIETY OF NC?
- CFA SOCIETY OF NC (North Carolina) receives grants from 1 organization whose IRS filings report $1,037,285 to it, the largest being CFA INSTITUTE ($1,037,285). 1 of them have funded it in more than one year.
- How many funders does CFA SOCIETY OF NC have?
- IRS filings report 1 organization giving $1,037,285 in grants to CFA SOCIETY OF NC, 1 of which have funded it in more than one year.
- Who is the largest funder of CFA SOCIETY OF NC?
- CFA INSTITUTE is the largest funder on record, with $1,037,285 in grants. The full list of funders is on this page.
- How can an organization like CFA SOCIETY OF NC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in North Carolina. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Cfa Society of Nc →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2022–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing