2024-02-02T11:27:29-06:00 2023-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 4130 PARKLAKE AVE STE 400 RALEIGH NC 27612 990 2022-07-01 561824044 NORTH CAROLINA SOCIETY OF FINANCIAL ANALYSTS INC NORT 9196763577 3004 OXBOW COURT RALEIGH NC 27613 SHERI GILLETTE EXECUTIVE DIRECTOR 9196763577 2024-01-31 1 SHERI GILLETTE 999009999 1 MICHELLE FOOTE P01387279 9198792909 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CFA SOCIETY NORTH CAROLINA INC SHERI GILLETTE 3004 OXBOW COURT RALEIGH NC 27613 360896 0 X WWW.CFANORTHCAROLINA.ORG X MEMBERSHIP ASSOCIATION 1971 NC 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. 12 12 2 45 0 0 300160 279998 68383 75840 10739 5058 0 0 379282 360896 0 0 0 0 165469 174713 0 0 0 218096 221106 383565 395819 -4283 -34923 721541 721982 12854 8177 708687 713805 X 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. 0 0 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. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 2 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 X SHERI GILLETTE 9196763577 3004 OXBOW COURT RALEIGH NC 27613 BRITTANY PRIESTER PRESIDENT 3.00 X X 0 0 0 ERIK KEENER DIRECTOR 1.00 X 0 0 0 JOYNER EDMUNDSON TREASURER 1.00 X X 0 0 0 LISA WEISS DIRECTOR 1.00 X 0 0 0 MARK PACCIONE PAST PRESIDENT 1.00 X 0 0 0 MATTHEW UNDERWOOD VICE PRESIDENT 2.00 X X 0 0 0 NIRUP SAHOO DIRECTOR 1.00 X 0 0 0 RANJIT THOMAS DIRECTOR 1.00 X 0 0 0 ROBERT LAMY DIRECTOR 1.00 X 0 0 0 SAM KIRBY DIRECTOR 1.00 X 0 0 0 STEPHEN MILLER DIRECTOR 1.00 X 0 0 0 SUMALI SANYAL SECRETARY 1.00 X X 0 0 0 SHERI GILLETTE EXECUTIVE DIRECTOR 40.00 X 99688 0 0 99688 0 0 0 0 0 0 0 164050 115948 279998 PROGRAM EVENTS 900099 69790 69790 SPONSORSHIP 900099 6050 6050 75840 5058 5058 360896 75840 0 5058 101684 59719 13310 6755 30390 1937 13860 10784 EVENTS EXPENSE - OUTLOO 74408 EVENTS EXPENSE - MONTHL 23838 EVENT EXPENSE - SE REGI 15294 EVENTS EXPENSE - ANNUAL 14000 29840 395819 310371 267267 1917 548 409253 454167 721541 721982 451 111 12403 8066 12854 8177 X 708687 713805 708687 713805 721541 721982 -34923 40041 0 X 0 0 0 0 CREDIT CARD PAYABLE 8066 8066 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE FOR REVIEW UPON REQUEST FROM THE EXECUTIVE DIRECTOR.