2024-03-26T07:39:11-07:00 2023-12-31 831916126 Peters Tax Preparation & Consulting PC 1657 West Broad St Unit 5 Richmond VA 23220 990 2023-01-01 566065123 Charlotte CPCU Society Chapter Inc CHAR 8006442101 720 Providence Road Malvern PA 19355 Charles Kiser Treasurer 2024-03-26 true Charles Kiser 999009999 true David R Peters P00344367 8043321373 X 0 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z David Rabb 720 Providence Road Malvern PA 19355 44691 false X https://charlotte.cpcusociety.org/ X 2006 NC The Charlotte CPCU Society Chapter, Inc. is a community of credentialed property and casualty insurance professionals who promote excellence through ethical behavior and continuing education. The CPCU Society is committed to providing resources, educational programs and Charlotte CPCU Society Chapter, Inc. leadership opportunities that attract talent and enable individuals to expand their technical insurance skills and business capabilities in order to improve the overall performance of the insurance industry while adhering to the highest ethical standards. 25 25 0 25 0 30743 30290 13272 14338 10 63 0 44025 44691 8000 10000 0 0 0 0 44385 38195 52385 48195 -8360 -3504 52993 50299 0 52993 50299 The Charlotte CPCU Society Chapter, Inc. is a community of credentialed property and casualty insurance professionals who promote excellence through ethical behavior and continuing education. The CPCU Society is committed to providing resources, educational programs and Charlotte CPCU Society Chapter, Inc. leadership opportunities that attract talent and enable individuals to expand their technical insurance skills and business capabilities in order to improve the overall performance of the insurance industry while adhering to the highest ethical standards. false false 32196 10000 10946 Throughout the year, the Chapter organizes a number of events designed to provide a platform for team-building, networking, and engaging our members and young generations. Some of the annual events include: CPCU Shadow Day, Golf Tournament including a Mini-Golf Tournament this year, Knights game outing, and CPCU year-end annual meeting. While the Chapter strives to raise revenue during the sponsored events such as Insurance Forum, it is done with a goal of hosting the remainder of the events free of charge to our members, as well as providing annual scholarships to students at UNCC and ASU. $10,000 was awarded as part of our annual scholarship funds in 2023 however these checks were cashed in 2024. We also send several members to the Leadership Summit and In2Risk conferences that provide plenty of educational and networking opportunities. 6941 3392 The Chapter is charged with providing 1-2 Continuing Education CE Courses covering relevant industry topics and trends. All educational events held by the Chapter are qualified for the CE credits towards the CPCU designation. Our educational events in 2023 include our Insurance Forum and Lunch and Learns. All educational topics either surround insurance-related topics or professional development. We also send several members to the Leadership Summit and In2Risk conferences that provide plenty of educational opportunities. 591 The Charlotte CPCU Chapter has a long and active history of supporting local community since its founding in 1962. The Chapter is led by a Board consisting of 23 members, all of whom volunteer their time out of dedication to our industry, employers, learning institutions, and to our community at large by mentoring, teaching and serving the needs of others. Some of the outreach events the Chapter participates in annually include: park and street clean-up projects, and HopeMatch family sponsorship. In 2023, we adopted several families with children in a local Hospice group. We provided gifts to those families during the holidays. 39728 false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 false 0 false false false false false false false false X 25 25 false false false false false false false true true false true true true true true true true true false false false X X Charles Kiser 8006442101 720 Providence Road Malvern PA 19355 X Niko Matic Director 1.00 0.00 X 0 0 0 Jessica Lindley Director 1.00 0.00 X 0 0 0 David Rabb President 1.00 0.00 X X 0 0 0 Matt Thompson Director 1.00 0.00 X 0 0 0 Alex Boyles Director 1.00 0.00 X 0 0 0 Jon Hall Director 1.00 0.00 X 0 0 0 Doug Harrison Director 1.00 0.00 X 0 0 0 Will Pierce Director 1.00 0.00 X 0 0 0 Tyler Then Director 1.00 0.00 X 0 0 0 Dana Palmer Director 1.00 0.00 X 0 0 0 Joseph Thomas Director 1.00 0.00 X 0 0 0 Andrew Satterfield Director 1.00 0.00 X 0 0 0 Madie Kiser Vice President 1.00 0.00 X X 0 0 0 Chris Long Director 1.00 0.00 X 0 0 0 Chase Hardin Director 1.00 0.00 X 0 0 0 Brooke McGill Director 1.00 0.00 X 0 0 0 Rachel Bridges Director 1.00 0.00 X 0 0 0 Tony Crawley Director 1.00 0.00 X 0 0 0 Harrison Cameron Director 1.00 0.00 X 0 0 0 Charles Kiser Treasurer 1.00 0.00 X X 0 0 0 Craig McCarter Director 1.00 0.00 X 0 0 0 Mike Ogunti Director 1.00 0.00 X 0 0 0 Temy Clemmons Director 1.00 0.00 X 0 0 0 Alex Tiscione Director 1.00 0.00 X 0 0 0 Ashlie Gemmer Director 1.00 0.00 X 0 0 0 0 false false false 0 14990 15300 30290 Conferences/Networking 611430 10946 10946 CPCU and Cont Ed Classes 611430 3392 3392 14338 63 63 0 0 0 0 0 0 0 0 44691 14401 10000 10000 0 0 0 0 0 0 0 0 0 0 0 475 475 0 0 0 0 0 0 0 0 0 5229 5229 0 29728 29728 0 0 0 0 GOVERNOR EXPENSES 1633 1633 Miscellaneous Expense 770 770 Bank/PayPal Fees 360 360 0 48195 39728 8467 0 15106 17313 37886 32986 0 0 0 0 0 0 0 0 0 0 0 0 1 0 52993 50299 0 0 X 52993 50299 52993 50299 52993 50299 -3504 810 X false false false false true true false Form 990, Part VI, Section B, Line 11b Board members are provided a copy of the Form 990 once it has been prepared by an outside CPA firm. The Board makes any changes it deems necessary. The return is filed. These actions are documented in the board meeting minutes. Form 990, Part VI, Section C, Line 19 No documents available to the public.