2024-06-17T09:03:25-07:00 2023-12-31 561684013 DODSON SHELTON & NELSON PA 603 DOLLEY MADISON RD SUITE 104 GREENSBORO NC 27410 990 2023-01-01 237327434 SOCIETY OF FINANCIAL EXAMINERS SOCI 3363654640 3505 VERNON WOODS DRIVE SUMMERFIELD NC 27358 William O'Connell Treasurer 2024-06-17 true William OConnell 999009999 true Mark K Nelson CPA P01385793 3362996061 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z William O'Connell 3505 VERNON WOODS DRIVE SUMMERFIELD NC 27358 988813 false X WWW.SOFE.ORG X 1973 DC TO PROVIDE A PROFESSIONAL FORUM FOR FINANCIAL EXAMINERS. 48 48 0 133 0 0 621700 725399 21526 37974 17501 15020 660727 778393 0 0 0 0 0 723478 729795 723478 729795 -62751 48598 988892 1077228 132705 131550 856187 945678 TO PROVIDE A PROFESSIONAL FORUM FOR FINANCIAL EXAMINERS. false false 484846 THE SOCIETY PROMOTES CERTIFICATION OF FINANCIAL EXAMINERS THROUGH EDUCATIONAL SEMINARS, PROGRAMS, NEWSLETTERS AND JOURNALS. THE SOCIETY CONDUCTS TESTS TO CERTIFY EXAMINERS. 484846 false false false true false false false false false false true false false false true 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 true 0 0 false 0 false false false false false false false false X 48 48 false true true false true true false true true false true true false true true true true true false false false X MEETING SERVICES INC 3363654640 3505 VERNON WOODS DRIVE SUMMERFIELD NC 27358 X Trey Hancock Governor 0.50 0.00 X 0 0 0 Stacey Alden Governor 0.50 0.00 X 0 0 0 SCOTT EADY Governor 0.50 0.00 X 0 0 0 JOP BUNYASRIE GOVERNOR 0.50 0.00 X 0 0 0 Susan Bernard Governor 0.50 0.00 X 0 0 0 DANIEL JUDGE GOVERNOR 0.50 0.00 X 0 0 0 Joanne Campanelli Past President 0.50 0.00 X 0 0 0 Diane Carter Governor 0.50 0.00 X 0 0 0 Amy Malm Governor 0.50 0.00 X 0 0 0 LEANE RAFALKO Governor 0.50 0.00 X 0 0 0 Lindsay Crawford PRESIDENT ELECT 0.50 0.00 X X 0 0 0 Mario Cuellar Governor 0.50 0.00 X 0 0 0 Bryant Cummings Secretary 0.50 0.00 X X 0 0 0 Chase Davis Governor 0.50 0.00 X 0 0 0 Richard J Foster Governor 0.50 0.00 X 0 0 0 Shawn Frederick Governor 0.50 0.00 X 0 0 0 Rachelle Gowins Governor 0.50 0.00 X 0 0 0 Stewart Guerin Governor 0.50 0.00 X 0 0 0 HERMOLIVA ABEJAR Governor 0.50 0.00 X 0 0 0 Mel Heaps Governor 0.50 0.00 X 0 0 0 Shannon Hopkins Governor 0.50 0.00 X 0 0 0 JOE DETRICK Governor 0.50 0.00 X 0 0 0 Adam Jackson Governor 0.50 0.00 X 0 0 0 Jenny Jeffers Governor 0.50 0.00 X 0 0 0 ANDREA JOHNSON Governor 0.50 0.00 X 0 0 0 Annette Kneif Governor 0.50 0.00 X 0 0 0 Liz Neilson Governor 0.50 0.00 X 0 0 0 GLENN LEGAULT GOVERNOR 0.50 0.00 X 0 0 0 CARL RICHARD JR Governor 0.50 0.00 X 0 0 0 WILLIAM MICHAEL GOVERNOR 0.50 0.00 X 0 0 0 KIM STEVENSON Governor 0.50 0.00 X 0 0 0 AMANDA THEISEN Governor 0.50 0.00 X 0 0 0 William O'Connell Treasurer 0.50 0.00 X X 0 0 0 Mark Ossi Governor 0.50 0.00 X 0 0 0 JESSIE ADAMSON Governor 0.50 0.00 X 0 0 0 Malis Rasmussen Governor 0.50 0.00 X 0 0 0 Robin Roberts Governor 0.50 0.00 X 0 0 0 Justin Schrader Governor 0.50 0.00 X 0 0 0 Monique Smith Governor 0.50 0.00 X 0 0 0 Joanne Smith President 0.50 0.00 X X 0 0 0 Eli Snowbarger PAST PRESIDENT 0.50 0.00 X X 0 0 0 Tarik Subbagh GOVERNOR 0.50 0.00 X 0 0 0 John Romano Governor 0.50 0.00 X 0 0 0 Laura Clements Governor 0.50 0.00 X 0 0 0 DAN PETERSON Governor 0.50 0.00 X 0 0 0 APRIL SPEVEK GOVERNOR 0.50 0.00 X 0 0 0 KE XU GOVERNOR 0.50 0.00 X 0 0 0 0 false false false MEETING SERVICES INC 3505 VERNON WOODS DRIVE SUMMERFIELD NC 27358 MANAGEMENT 249515 1 0 CAREER DEV SEMINAR 900099 456989 456989 EXAMINATION FEES 900099 83245 83245 Membership Dues 900099 185015 185015 Subscriptions 900099 150 150 725399 48394 48394 0 0 0 200000 210420 -10420 -10420 -10420 0 0 0 MISCELLANEOUS INCOME 900099 15020 15020 15020 778393 740419 37974 0 0 0 0 0 0 0 0 0 0 224190 55500 168690 0 9925 9925 0 0 3034 3034 6043 5512 531 2249 2249 5883 917 4966 70220 65420 4800 0 0 47250 23157 24093 0 278017 259741 18276 0 0 0 6634 2989 3645 CONSULTING 39565 39565 BANK & MERCHANT FEES 19200 14917 4283 TESTING AND EDUCATION 8112 8112 MISCELLANEOUS 6290 6180 110 3183 2836 347 729795 484846 244949 0 204635 173154 0 0 0 0 0 0 0 3393 10000 0 459991 532070 320873 362004 0 0 0 988892 1077228 4961 127744 131550 132705 131550 X 844262 943682 11925 1996 856187 945678 988892 1077228 48598 40893 X false true X true false false false true false 362004 X 843777 40893 27525 68418 775359 3034 3034 778393 754286 27525 27525 726761 3034 3034 729795 Part X : FIN48 Footnote THE SOCIETY ADOPTED THE PROVISIONS OF ACCOUNTING STANDARDS REGARDING UNCERTAINTY IN INCOME TAX POSITIONS, HOWEVER, MANAGEMENT DOES NOT BELIEVE IT IS EXPOSED TO ANY SUCH POSITIONS AS THEY ARE DEFINED IN THE ACCOUNTING STANDARDS. Form 990, Part VI, Section A, Line 3 THE EXECUTIVE COMMITTEE HAS ELECTED TO DELEGATE CONTROL OF MANAGEMENT RESPONSIBILITIES TO A MANAGEMENT COMPANY WHICH THE SOCIETY OVERSEES. Form 990, Part VI, Section A, Line 4 UPDATED BYLAWS WERE ADOPTED IN 2023. Form 990, Part VI, Section A, Line 6 THE ORGANIZATION HAS MEMBERS WHO PAY ANNUAL MEMBERSHIP DUES. Form 990, Part VI, Section B, Line 11b REVIEWED BY STAFF ACCOUNTANT AND EXECUTIVE DIRECTOR. IT IS THEN FORWARDED TO THE FINANCE COMMITTEE FOR THEIR REVIEW AND ACCEPTANCE. Form 990, Part VI, Section B, Line 12c THE CONFLICT OF INTEREST POLICY IS ENFORCED BY THE PROFESSIONAL STANDARDS COMMITTEE. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.