2025-01-15T04:10:25-06:00 2024-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 4130 PARKLAKE AVE STE 400 RALEIGH NC 27612 990 2023-07-01 561824044 CFA SOCIETY NORTH CAROLINA INC CFAS 9196763577 3004 OXBOW COURT RALEIGH NC 27613 SHERI GILLETTE EXECUTIVE DIRECTOR 9196763577 2025-01-13 1 1 MICHELLE FOOTE P01387279 9198792909 2023 2024-10-15 13:58:12Z SHERI GILLETTE 3004 OXBOW COURT RALEIGH NC 27613 359655 0 X WWW.CFANORTHCAROLINA.ORG X 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 46 0 0 279998 278617 75840 69107 5058 11931 0 0 360896 359655 0 0 0 0 174713 175950 0 0 0 221106 217699 395819 393649 -34923 -33994 721982 768221 8177 32754 713805 735467 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 1 2 1 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 X SHERI GILLETTE 9196763577 3004 OXBOW COURT RALEIGH NC 27613 MATTHEW K UNDERWOOD PRESIDENT 5.00 X X 0 0 0 SUMALI SANYAL VICE PRESIDENT 1.00 X X 0 0 0 LAURETTA REEVES SECRETARY 1.00 X X 0 0 0 CASEY BAUM TREASURER 1.00 X X 0 0 0 JAKE LIU DIRECTOR 1.00 X 0 0 0 LISA WEISS DIRECTOR 1.00 X 0 0 0 MICHAEL HAKEREM DIRECTOR 1.00 X 0 0 0 ROBERT LAMY DIRECTOR 1.00 X 0 0 0 ERIK KEENER DIRECTOR 1.00 X 0 0 0 SAM KIRBY DIRECTOR 1.00 X 0 0 0 BRITTANY PRIESTER PAST PRESIDENT 0.25 X 0 0 0 NIRUP SAHOO DIRECTOR 1.00 X 0 0 0 SHERI GILLETTE EXECUTIVE DIRECTOR 40.00 X 102750 0 0 102750 0 0 1 0 0 0 0 163089 115528 278617 PROGRAM EVENTS 900099 63557 63557 SPONSORSHIP 900099 5550 5550 69107 11931 11931 359655 69107 0 11931 102750 59963 13237 5880 10908 1421 8542 20269 58689 152 EVENTS EXPENSE 89707 INDEPENDENT CONTRACTOR 8755 PHONE & INTERNET 5944 TRAINING & EDUCATION 4003 3429 393649 253461 131493 13806 34486 548 1168 454167 601074 721982 768221 111 603 8066 32151 8177 32754 X 713805 735467 713805 735467 721982 768221 -33994 55656 0 X 0 0 0 0 CREDIT CARD PAYABLE 32151 32151 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 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND COFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST.