Malvern, PA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)Charlotte CPCU Society Chapter Inc, founded in 2006, is a micro nonprofit that reported $49K in total revenue in fiscal year 2025. Revenue grew 12% year-over-year, indicating healthy expansion.
The Charlotte CPCU Society Chapter, Inc. is a community of credentialed property and casualty insurance professionals who promote excellence through ethical behavior and continuing education. The CPCU Society is committed to providing resources, educational programs and Charlotte CPCU Society Chapter, Inc. leadership opportunities that attract talent and enable individuals to expand their technical insurance skills and business capabilities in order to improve the overall performance of the insurance industry while adhering to the highest ethical standards.
Throughout the year, the Chapter organizes a number of events designed to provide a platform for team-building, networking, and engaging our members and young generations. Some of the annual events...
Throughout the year, the Chapter organizes a number of events designed to provide a platform for team-building, networking, and engaging our members and young generations. Some of the annual events include: CPCU Shadow Day, the Annual Insurance Forum, Golf Tournament, Golf Tournament Fundraiser, and CPCU year-end annual meeting. While the Chapter strives to raise revenue during the sponsored events such as the Annual Insurance Forum, it is done with a goal of hosting the remainder of the events free of charge to our members, as well as providing annual scholarships to students at UNCC and ASU. $8,000 was awarded as part of our annual scholarship funds in 2025. We also send several members to the Leadership Summit and In2Risk conferences that provide plenty of educational and networking opportunities.
The Chapter is charged with providing 1-2 Continuing Education CE Courses covering relevant industry topics and trends. Many of our educational events held by the Chapter are qualified for CE...
The Chapter is charged with providing 1-2 Continuing Education CE Courses covering relevant industry topics and trends. Many of our educational events held by the Chapter are qualified for CE credits. Our educational events in 2025 include our Annual Insurance Forum and Lunch and Learns. All educational topics either surround insurance-related topics or professional development. We also send several members to the Leadership Summit and In2Risk conferences that provide plenty of educational opportunities.
The Charlotte CPCU Chapter has a long and active history of supporting local community since its founding in 1962. The Chapter is led by a Board, all of whom volunteer their time out of dedication to...
The Charlotte CPCU Chapter has a long and active history of supporting local community since its founding in 1962. The Chapter is led by a Board, all of whom volunteer their time out of dedication to our industry, employers, learning institutions, and to our community at large by mentoring, teaching and serving the needs of others. Some of the outreach events the Chapter participates in annually include: park and street clean-up projects, and Hope Match family sponsorship. In 2025, we adopted several families and provided gifts to their children during the holidays.
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)| 2025 | 2024 | Change | |
|---|---|---|---|
| Revenue | $49,419 | $43,996 | +0.1% |
| Expenses | $51,227 | $41,410 | +0.2% |
| Net Income | $-1,808 | $2,586 | -1.7% |
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 |
|---|---|---|---|---|---|---|
| Jessica Lindley | Director | 1.00 |
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$0 | $0 | $0 |
| David Rabb | Director | 1.00 |
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$0 | $0 | $0 |
| Matt Thompson | Director | 1.00 |
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$0 | $0 | $0 |
| Alex Boyles | Director | 1.00 |
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$0 | $0 | $0 |
| Jon Hall | Director | 1.00 |
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$0 | $0 | $0 |
| Doug Harrison | Director | 1.00 |
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$0 | $0 | $0 |
| Will Pierce | Director | 1.00 |
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$0 | $0 | $0 |
| Joseph Thomas | Director | 1.00 |
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$0 | $0 | $0 |
| Madie Kiser | Director | 1.00 |
Officer
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$0 | $0 | $0 |
| Chris Long | Director | 1.00 |
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$0 | $0 | $0 |
| Rachel Bridges | Director | 1.00 |
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$0 | $0 | $0 |
| Harrison Cameron | Director | 1.00 |
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$0 | $0 | $0 |
| Charles Kiser | President | 1.00 |
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$0 | $0 | $0 |
| Craig McCarter | Director | 1.00 |
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$0 | $0 | $0 |
| Temy Clemmons | Vice President | 1.00 |
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$0 | $0 | $0 |
| Alex Tiscione | Secretary | 1.00 |
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$0 | $0 | $0 |
| Vance Langdon | Treasurer | 1.00 |
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$0 | $0 | $0 |
| Tyler Then | Director | 1.00 |
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$0 | $0 | $0 |
| Dana Palmer | Director | 1.00 |
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$0 | $0 | $0 |
| Andrew Satterfield | Director | 1.00 |
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$0 | $0 | $0 |
| Tony Crawley | Director | 1.00 |
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$0 | $0 | $0 |
| Mike Ogunti | Director | 1.00 |
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$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $49,419 | $51,227 | $49,158 | $-1,808 |
| 2024 | $43,996 | $41,410 | $52,183 | $2,586 |
| 2023 | $44,691 | $48,195 | $50,299 | $-3,504 |
| 2022 | $44,025 | $52,385 | $52,993 | $-8,360 |
| 2021 | $40,232 | $44,525 | $61,300 | $-4,293 |
| 2020 | $32,112 | $19,941 | $54,132 | $12,171 |
| 2019 | $52,351 | $46,652 | $41,961 | $5,699 |
| 2018 | $48,112 | $52,745 | $36,080 | $-4,633 |
Compare Charlotte CPCU Society Chapter Inc with other nonprofits in Pennsylvania and across the country.