Nonprofit · EIN 56-0658604
NAIFA NORTH CAROLINA
Tax-exempt · CHARLOTTE, NC 28277
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $273,358 | $198,153 | $75,205 | $755,226 | $0 | $755,226 |
| December 31, 2023 | 990 | $261,897 | $220,620 | $41,277 | $680,021 | $0 | $680,021 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $257,385
- Investment income
- $15,361
- Net income from fundraising events
- -$1,167
- Other revenue
- $612
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,665
- Travel
- $883
Balance sheet and other
- Total assets, start of year
- $680,021
- Total assets, end of year
- $755,226
- Total liabilities, end of year
- $0
- Net assets, end of year
- $755,226
- Net assets without donor restrictions
- $755,226
- Gross receipts
- $280,210
- Employees
- 0
- Volunteers
- 11
- Year formed
- 1973
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN COOPER | PRESIDENT Trustee or director, Officer | 1 | $0 |
| SHANNA B STRICKLAND | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 |
| JASON AUSTELL | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| ANDREW JONES | SECRETARY Trustee or director, Officer | 1 | $0 |
| MATT STONE | TREASURER Trustee or director, Officer | 1 | $0 |
| ELIE AHARON | AT LARGE Trustee or director | 1 | $0 |
| PAUL JOHNSON | AT LARGE Trustee or director | 1 | $0 |
| FRED JOYNER | AT LARGE Trustee or director | 1 | $0 |
| JOHN MAZZA | AT LARGE Trustee or director | 1 | $0 |
| SEAN O'BRIEN | AT LARGE Trustee or director | 1 | $0 |
| ROGER SIMS | AT LARGE Trustee or director | 1 | $0 |
| JANICE M STEVENS | EXECUTIVE DIRECTOR Officer | 40 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIE AHARON | AT LARGE Trustee or director | 1 | $0 |
| ANDREW JONES | AT LARGE Trustee or director | 1 | $0 |
| PAUL JOHNSON | AT LARGE Trustee or director | 1 | $0 |
| FRED JOYNER | AT LARGE Trustee or director | 1 | $0 |
| ROGER SIMS | AT LARGE Trustee or director, Officer | 1 | $0 |
| KEVIN JOINER | AT LARGE Trustee or director | 1 | $0 |
| BRIAN COOPER | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JASON AUSTELL | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| SHANNA B STRICKLAND | SECRETARY Trustee or director, Officer | 1 | $0 |
| MATT STONE | TREASURER Trustee or director, Officer | 1 | $0 |
| JANICE M STEVENS | EXECUTIVE DIRECTOR Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 15720 BRIXHAM HILL AVE STE 300, CHARLOTTE, NC 28277-4784
- Principal officer (990 for 2024)
- JANICE STEVENS, 15720 BRIXHAM HILL AVENUE 300, CHARLOTTE, NC 28277
- Signed the 990
- JANICE STEVENS, EXECUTIVE DIRECTOR
- Phone
- (704) 527-2244
- Website
- NC.NAIFA.ORG
- Return prepared by
- BLACKMAN & SLOOP ADVISORS INC
Mission
THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ENHANCE BUSINESS AND PROFESSIONAL SKILLS, AND PROMOTE THE ETHICAL CONDUCT OF ITS MEMBERS.
Program accomplishments
- ORGANIZATION PROVIDES PROGRAMS FOR EDUCATIONAL PURPOSES. ALSO PROVIDES LEADERSHIP AND LOBBYING TO SUSTAIN AND IMPROVE THE BUSINESS OF LIFE UNDERWRITING.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 56-0658604
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1953
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $755,226
- Income (IRS master file)
- $280,210
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $273,358 | $198,153 | $755,226 | XML |
| 990 | December 2023 | $261,897 | $220,620 | $680,021 | XML |
| 990 | December 2022 | $240,254 | $200,121 | $638,744 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-0658604).
Questions about NAIFA NORTH CAROLINA
- What is the EIN of NAIFA NORTH CAROLINA?
- The employer identification number (EIN) of NAIFA NORTH CAROLINA is 56-0658604.
- Is NAIFA NORTH CAROLINA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1953.
- Are donations to NAIFA NORTH CAROLINA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NAIFA NORTH CAROLINA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NAIFA NORTH CAROLINA due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NAIFA NORTH CAROLINA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NAIFA NORTH CAROLINA?
- The 990 for the year ended December 31, 2024 names JANICE STEVENS.
- Who are the officers and directors of NAIFA NORTH CAROLINA?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does NAIFA NORTH CAROLINA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $273,358, expenses of $198,153 and total assets of $755,226 at year end.
Other nonprofits in CHARLOTTE
- THE LEON LEVINE FOUNDATION EIN 58-1427515 · last filed 990-PF for 2025
- ATLANTIC COAST CONFERENCE EIN 56-0599082 · last filed 990 for 2025
- FOUNDATION FOR THE CAROLINAS EIN 56-6047886 · last filed 990 for 2024
- DUKE ENDOWMENT EIN 56-0529965 · last filed 990-PF for 2024
- BANK OF AMERICA CHARITABLE FOUNDATION INC EIN 20-0721133 · last filed 990-PF for 2024
- GIVECLEAR FOUNDATION EIN 81-3222963 · last filed 990 for 2024
- AH GEORGIA INC EIN 83-1707383 · last filed 990 for 2024
- SECOND HARVEST FOOD BANK OF METROLINA INC EIN 56-1352593 · last filed 990 for 2025