2025-09-09T10:13:41-07:00 2024-12-31 753130199 JOSEPH R LISTMAN CPA PC 5802 STARBOARD DR GREENSBORO NC 27410 990 2024-01-01 237327434 SOCIETY OF FINANCIAL EXAMINERS SOCI 3363654640 3505 VERNON WOODS DRIVE SUMMERFIELD NC 27358 Lindsay Crawford President 2025-09-09 true true Mark K Nelson CPA P01385793 3362996061 2024 2025-03-06 01:10:19Z Lindsay Crawford 3505 VERNON WOODS DRIVE SUMMERFIELD NC 27358 1349014 false X WWW.SOFE.ORG X 1973 DC TO PROVIDE A PROFESSIONAL FORUM FOR FINANCIAL EXAMINERS. 50 50 0 133 0 0 725399 739574 37974 48772 15020 28764 778393 817110 0 0 0 0 0 729795 679445 729795 679445 48598 137665 1077228 1193543 131550 110200 945678 1083343 TO PROVIDE A PROFESSIONAL FORUM FOR FINANCIAL EXAMINERS. false false 392394 THE SOCIETY PROMOTES CERTIFICATION OF FINANCIAL EXAMINERS THROUGH EDUCATIONAL SEMINARS, PROGRAMS, NEWSLETTERS AND JOURNALS. THE SOCIETY CONDUCTS TESTS TO CERTIFY EXAMINERS. 392394 false false false true false false false false false false true false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false true 5 0 true 0 false false false false false false false false X 50 50 false true false false true true false true true false true true false true true true true true false false false X MEETING SERVICES INC 3363654640 3505 VERNON WOODS DRIVE SUMMERFIELD NC 27358 X Trey Hancock Governor 0.50 0.00 X 0 0 0 Don Carbone Governor 0.50 0.00 X 0 0 0 SCOTT EADY Governor 0.50 0.00 X 0 0 0 JOP BUNYASRIE GOVERNOR 0.50 0.00 X 0 0 0 Phil Talerico Governor 0.50 0.00 X 0 0 0 DANIEL JUDGE GOVERNOR 0.50 0.00 X 0 0 0 Joanne Campanelli Governor 0.50 0.00 X 0 0 0 Amber Re Governor 0.50 0.00 X 0 0 0 Amy Malm Governor 0.50 0.00 X 0 0 0 LEANE RAFALKO Governor 0.50 0.00 X 0 0 0 Lindsay Crawford President 0.50 0.00 X X 0 0 0 Mario Cuellar Governor 0.50 0.00 X 0 0 0 Bryant Cummings Treasurer 0.50 0.00 X X 0 0 0 Chase Davis Governor 0.50 0.00 X 0 0 0 Richard J Foster Governor 0.50 0.00 X 0 0 0 Shawn Frederick Governor 0.50 0.00 X 0 0 0 Rachelle Gowins Governor 0.50 0.00 X 0 0 0 Stewart Guerin Governor 0.50 0.00 X 0 0 0 HERMOLIVA ABEJAR Governor 0.50 0.00 X 0 0 0 Matthew Milford Governor 0.50 0.00 X 0 0 0 Shannon Hopkins Governor 0.50 0.00 X 0 0 0 JOE DETRICK Governor 0.50 0.00 X 0 0 0 Adam Jackson Governor 0.50 0.00 X 0 0 0 Jenny Jeffers Governor 0.50 0.00 X 0 0 0 ANDREA JOHNSON Governor 0.50 0.00 X 0 0 0 Annette Kneif Governor 0.50 0.00 X 0 0 0 Liz Neilson Governor 0.50 0.00 X 0 0 0 GLENN LEGAULT GOVERNOR 0.50 0.00 X 0 0 0 Vivien Fan Governor 0.50 0.00 X 0 0 0 WILLIAM MICHAEL GOVERNOR 0.50 0.00 X 0 0 0 Joshua Johnson Governor 0.50 0.00 X 0 0 0 AMANDA THEISEN Governor 0.50 0.00 X 0 0 0 William O'Connell President Elect 0.50 0.00 X X 0 0 0 Sara Schumacher Governor 0.50 0.00 X 0 0 0 Mark Ossi Governor 0.50 0.00 X 0 0 0 JESSIE ADAMSON Governor 0.50 0.00 X 0 0 0 Malis Rasmussen Governor 0.50 0.00 X 0 0 0 Robin Roberts Governor 0.50 0.00 X 0 0 0 Justin Schrader Governor 0.50 0.00 X 0 0 0 Casey Shaw Governor 0.50 0.00 X 0 0 0 Alea Talbert-Pence Governor 0.50 0.00 X 0 0 0 Monique Smith Secretary 0.50 0.00 X X 0 0 0 Joanne Smith Past President 0.50 0.00 X X 0 0 0 Eli Snowbarger PAST PRESIDENT 0.50 0.00 X 0 0 0 Tarik Subbagh GOVERNOR 0.50 0.00 X 0 0 0 John Romano Governor 0.50 0.00 X 0 0 0 Laura Clements Governor 0.50 0.00 X 0 0 0 DAN PETERSON Governor 0.50 0.00 X 0 0 0 APRIL SPEVEK GOVERNOR 0.50 0.00 X 0 0 0 KE XU GOVERNOR 0.50 0.00 X 0 0 0 0 false false false MEETING SERVICES INC 3505 VERNON WOODS DRIVE SUMMERFIELD NC 27358 MANAGEMENT 254283 1 0 CAREER DEV SEMINAR 900099 448454 448454 EXAMINATION FEES 900099 103060 103060 Membership Dues 900099 187835 187835 Subscriptions 900099 225 225 739574 44869 44869 0 0 0 535807 531904 3903 3903 3903 0 0 0 MISCELLANEOUS INCOME 900099 28764 28764 28764 817110 739574 77536 0 0 0 0 0 0 0 0 0 0 227550 1875 10150 0 0 338 4775 0 5653 76377 0 0 26113 0 262054 0 0 0 6248 CONSULTING 32499 BANK & MERCHANT FEES 11238 MISCELLANEOUS 6571 TESTING AND EDUCATION 4112 3892 679445 0 0 0 173154 197231 0 0 0 0 0 0 0 10000 53804 0 532070 196935 362004 745573 0 0 0 1077228 1193543 131550 110200 131550 110200 X 943682 1079288 1996 4055 945678 1083343 1077228 1193543 137665 X false true X true false false false true false 745573 X 839488 22716 22716 816772 338 338 817110 701823 22716 22716 679107 338 338 679445 Part X : FIN48 Footnote THE SOCIETY ADOPTED THE PROVISIONS OF ACCOUNTING STANDARDS REGARDING UNCERTAINTY IN INCOME TAX POSITIONS, HOWEVER, MANAGEMENT DOES NOT BELIEVE IT IS EXPOSED TO ANY SUCH POSITIONS AS THEY ARE DEFINED IN THE ACCOUNTING STANDARDS. Form 990, Part VI, Section A, Line 3 THE EXECUTIVE COMMITTEE HAS ELECTED TO DELEGATE CONTROL OF MANAGEMENT RESPONSIBILITIES TO A MANAGEMENT COMPANY WHICH THE SOCIETY OVERSEES. Form 990, Part VI, Section A, Line 6 THE ORGANIZATION HAS MEMBERS WHO PAY ANNUAL MEMBERSHIP DUES. Form 990, Part VI, Section B, Line 11b REVIEWED BY STAFF ACCOUNTANT AND EXECUTIVE DIRECTOR. IT IS THEN FORWARDED TO THE FINANCE COMMITTEE FOR THEIR REVIEW AND ACCEPTANCE. Form 990, Part VI, Section B, Line 12c THE CONFLICT OF INTEREST POLICY IS ENFORCED BY THE PROFESSIONAL STANDARDS COMMITTEE. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.