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North Carolina · Nonprofit

SOCIETY OF FINANCIAL EXAMINERS

SOCIETY OF FINANCIAL EXAMINERS (North Carolina) receives grants from 1 organization whose IRS filings report $45,184 to it, the largest being FINANCIAL EXAMINERS EDUCATIONAL FOUNDATION INC ($45,184). 1 of them have funded it in more than one year.

Revenue FY2025
$862k
Funders on record
1
Grants received
$45k
Net assets
$1.1M
1/1 repeat funderspeak grant-dependency 2%
01What it does

What Society of Financial Examiners does

Mission

To provide a professional forum for financial examiners.

As stated on its FY2025 Form 990.

Program

  1. The society promotes certification of financial examiners through educational seminars, programs, newsletters and journals. The society conducts tests to certify examiners.

    $510,733 spent
    100% of program spending

The program described on its FY2025 Form 990. Program spending in total: $510,733.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($630k) Expenses 100 ($657k) Net assets 100 ($400k)2018 Revenue 101 ($638k) Expenses 88 ($579k) Net assets 105 ($420k)2019 Revenue 118 ($744k) Expenses 98 ($645k) Net assets 134 ($537k)2020 Revenue 119 ($751k) Expenses 64 ($419k) Net assets 228 ($913k)2021 Revenue 110 ($690k) Expenses 94 ($618k) Net assets 251 ($1.0M)2022 Revenue 105 ($661k) Expenses 110 ($723k) Net assets 214 ($856k)2023 Revenue 123 ($778k) Expenses 111 ($730k) Net assets 237 ($946k)2024 Revenue 130 ($817k) Expenses 103 ($679k) Net assets 271 ($1.1M)2025 Revenue 137 ($862k) Expenses 125 ($823k) Net assets 281 ($1.1M)
'17'18'19'20'21'22'23'24'25
Revenue (137)Expenses (125)Net assets (281)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2019 to 2020, from $675k to $1.0M (+53%).

$513k
$585k
$675k
$1.0M
$1.2M
$989k
$1.1M
$1.2M
$1.3M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

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.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 9 reported years ran a deficit.

−$26k
’17
$59k
’18
$99k
’19
$332k
’20
$72k
’21
−$63k
’22
$49k
’23
$138k
’24
$39k
’25
4.3
months of
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.

'17'18'19'20'21'22'23'24'25
Listed141447485049475049
Joined·+4+34+7+4+3+8+9+4
No longer listed·416241065
03Who funds it

Who funds it, year by year

2022 → 2023: the base held at 1 funder, grant income rose $5k → $15k.

Funder
'22
'23
'24*
'25*
total
funders
1
1
1
1

From the IRS filings of SOCIETY OF FINANCIAL EXAMINERS’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

SOCIETY OF FINANCIAL EXAMINERS draws 100% of its grant income from funders outside North Carolina, across 1 state in all.

WI

In-state vs out-of-state, by year

’22
’23
North Carolina out of state home

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.

04Its place in the field

Government funding SOCIETY OF FINANCIAL EXAMINERS receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $147k on record.

State$147k
03
05
06
07
08
09
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
By state
  • VT$60k
  • NJ$48k
  • MA$21k
  • DE$10k
  • FL$7k
  • OR$110

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like SOCIETY OF FINANCIAL EXAMINERS

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

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

62% of spending goes to programs.

Program 62%Management 38%Fundraising 0%

Governance

49
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention–Board reviewed the 990✓Audited financials

Screen this organization

A dated, signed PDF of the compliance screen for SOCIETY OF FINANCIAL EXAMINERS: 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.

A paid feature, included from the $75 plan up. Sign in to download.

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 SOCIETY OF FINANCIAL EXAMINERS?
SOCIETY OF FINANCIAL EXAMINERS (North Carolina) receives grants from 1 organization whose IRS filings report $45,184 to it, the largest being FINANCIAL EXAMINERS EDUCATIONAL FOUNDATION INC ($45,184). 1 of them have funded it in more than one year.
How many funders does SOCIETY OF FINANCIAL EXAMINERS have?
IRS filings report 1 organization giving $45,184 in grants to SOCIETY OF FINANCIAL EXAMINERS, 1 of which have funded it in more than one year.
Who is the largest funder of SOCIETY OF FINANCIAL EXAMINERS?
FINANCIAL EXAMINERS EDUCATIONAL FOUNDATION INC is the largest funder on record, with $45,184 in grants. The full list of funders is on this page.
How can an organization like SOCIETY OF FINANCIAL EXAMINERS 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 Society of Financial Examiners →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), 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