RALEIGH, NC
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)CFA SOCIETY NORTH CAROLINA INC, founded in 1971, is a small nonprofit in the Community Improvement sector that reported $360K in total revenue in fiscal year 2023. Net assets of $735K represent 25 months of operating reserves.
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.
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...
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $359,655 | $360,896 | 0.0% |
| Expenses | $393,649 | $395,819 | 0.0% |
| Net Income | $-33,994 | $-34,923 | 0.0% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| MATTHEW K UNDERWOOD | PRESIDENT | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| SUMALI SANYAL | VICE PRESIDENT | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| LAURETTA REEVES | SECRETARY | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| CASEY BAUM | TREASURER | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| JAKE LIU | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| LISA WEISS | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MICHAEL HAKEREM | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| ROBERT LAMY | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| ERIK KEENER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| SAM KIRBY | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| BRITTANY PRIESTER | PAST PRESIDENT | 0.25 |
Director
|
$0 | $0 | $0 |
| NIRUP SAHOO | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| SHERI GILLETTE | EXECUTIVE DIRECTOR | 40.00 |
Officer
|
$102,750 | $0 | $102,750 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | $359,655 | $393,649 | $768,221 | $-33,994 |
| 2023 | $360,896 | $395,819 | $721,982 | $-34,923 |
| 2022 | $379,282 | $383,565 | $721,541 | $-4,283 |
Compare CFA SOCIETY NORTH CAROLINA INC with other nonprofits in North Carolina and across the country.