1. Directory
  2. North Carolina
  3. Charlotte
  4. North Carolina Insurance and Financial Advisors Foundation
EIN 58-1837139

North Carolina Insurance and Financial Advisors Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Charlotte
State
North Carolina
Year formed
1987
Most recent tax filings
2022-12-01
NTEE code, primary
B03: Education Professional Societies and Associations
Description
The North Carolina Insurance and Financial Advisors Foundation provides continuing education programs that foster and maintain the honor and integrity of insurance and financial professionals in North Carolina. They offer various programs specifically designed for insurance and financial professionals to enhance their skills and knowledge.
Also known as...
The North Carolina Life Underwriters Foundation
Total revenues
$14,321
2022
Total expenses
$1,367
2022
Total assets
$283,733
2022
Num. employees
0
2015

Program areas at North Carolina Insurance and Financial Advisors Foundation

Provide continuing education programs for Insurance and Financial professionals

Personnel at North Carolina Insurance and Financial Advisors Foundation

NameTitleCompensation
Janice M StevensExecutive Director$0
Deborah FosterSecretary and Treasurer$0
Jim CovielloPresident$0
Ed MullisVice President$0
Bill GribbleDirector / President$0
...and 1 more key personnel

Financials for North Carolina Insurance and Financial Advisors Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$0
Membership dues$0
Investment income and dividends$15,004
Net gain from sale of non-inventory assets$-683
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$14,321

Form 990s for North Carolina Insurance and Financial Advisors Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122023-05-15990EZView PDF
2020-122021-06-01990EZView PDF
2019-122021-06-17990EZView PDF
2019-062020-09-16990EZView PDF
2018-062019-02-21990EZView PDF
...and 7 more Form 990s
Data update history
April 12, 2022
Updated personnel
Identified 1 new personnel
April 5, 2022
Posted financials
Added Form 990EZ for fiscal year 2020
February 28, 2022
Posted financials
Added Form 990EZ for fiscal year 2019
August 19, 2021
Posted financials
Added Form 990EZ for fiscal year 2019
October 2, 2020
Posted financials
Added Form 990EZ for fiscal year 2018
Nonprofit Types
Employment organizationsSchoolsCharities
Issues
EducationCommunity improvementBusiness and industry
Characteristics
Partially liquidatedState / local levelProvides scholarshipsTax deductible donationsNo full-time employees
General information
Address
15720 Brixham Hill Ave 300
Charlotte, NC 28277
Metro area
Charlotte-Concord-Gastonia, NC-SC
Phone
(704) 527-2244
IRS details
EIN
58-1837139
Fiscal year end
December
Taxreturn type
Form 990-EZ
Year formed
1987
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B03: Education Professional Societies and Associations
NAICS code, primary
611430: Professional and Management Development Training
Parent/child status
Independent
Free account sign-up

Want updates when North Carolina Insurance and Financial Advisors Foundation has new information, or want to find more organizations like North Carolina Insurance and Financial Advisors Foundation?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2024 Nonprofit Metrics LLC
Terms of Service and Privacy Policy