Nonprofit · EIN 56-6065123
CHARLOTTE CPCU SOCIETY CHAPTER INC
Also known as CHARLOTTE CHAPTER
Tax-exempt · MALVERN, PA 19355
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $49,419 | $51,227 | -$1,808 | $49,158 | $0 | $49,158 |
| December 31, 2024 | 990 | $43,996 | $41,410 | $2,586 | $52,183 | $0 | $52,183 |
| December 31, 2023 | 990 | $44,691 | $48,195 | -$3,504 | $50,299 | $0 | $50,299 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $34,092
- Membership dues
- $15,695
- Program service revenue
- $15,261
- Investment income
- $66
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $8,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $535
- Travel
- $2,904
- Program services (functional)
- $39,351
- Management and general (functional)
- $11,876
Balance sheet and other
- Total assets, start of year
- $52,183
- Total assets, end of year
- $49,158
- Total liabilities, end of year
- $0
- Net assets, end of year
- $49,158
- Net assets without donor restrictions
- $49,158
- Gross receipts
- $49,419
- Employees
- 0
- Volunteers
- 22
- Year formed
- 2006
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jessica Lindley | Director Trustee or director | 1 | $0 |
| David Rabb | Director Trustee or director | 1 | $0 |
| Matt Thompson | Director Trustee or director | 1 | $0 |
| Alex Boyles | Director Trustee or director | 1 | $0 |
| Jon Hall | Director Trustee or director | 1 | $0 |
| Doug Harrison | Director Trustee or director | 1 | $0 |
| Will Pierce | Director Trustee or director | 1 | $0 |
| Joseph Thomas | Director Trustee or director | 1 | $0 |
| Madie Kiser | Director Trustee or director, Officer | 1 | $0 |
| Chris Long | Director Trustee or director | 1 | $0 |
| Rachel Bridges | Director Trustee or director | 1 | $0 |
| Harrison Cameron | Director Trustee or director | 1 | $0 |
| Charles Kiser | President Trustee or director, Officer | 1 | $0 |
| Craig McCarter | Director Trustee or director | 1 | $0 |
| Temy Clemmons | Vice President Trustee or director, Officer | 1 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alex Tiscione | Secretary Trustee or director | 1 | $0 |
| Vance Langdon | Treasurer Trustee or director | 1 | $0 |
| Tyler Then | Director Trustee or director | 1 | $0 |
| Dana Palmer | Director Trustee or director | 1 | $0 |
| Andrew Satterfield | Director Trustee or director | 1 | $0 |
| Tony Crawley | Director Trustee or director | 1 | $0 |
| Mike Ogunti | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jessica Lindley | Director Trustee or director | 1 | $0 |
| David Rabb | Director Trustee or director | 1 | $0 |
| Matt Thompson | Director Trustee or director | 1 | $0 |
| Alex Boyles | Director Trustee or director | 1 | $0 |
| Jon Hall | Director Trustee or director | 1 | $0 |
| Doug Harrison | Director Trustee or director | 1 | $0 |
| Will Pierce | Director Trustee or director | 1 | $0 |
| Tyler Then | Director Trustee or director | 1 | $0 |
| Dana Palmer | Director Trustee or director | 1 | $0 |
| Joseph Thomas | Director Trustee or director | 1 | $0 |
| Andrew Satterfield | Director Trustee or director | 1 | $0 |
| Madie Kiser | President Trustee or director, Officer | 1 | $0 |
| Chris Long | Director Trustee or director | 1 | $0 |
| Rachel Bridges | Director Trustee or director | 1 | $0 |
| Tony Crawley | Director Trustee or director | 1 | $0 |
| Harrison Cameron | Director Trustee or director | 1 | $0 |
| Charles Kiser | Vice President Trustee or director, Officer | 1 | $0 |
| Craig McCarter | Director Trustee or director | 1 | $0 |
| Mike Ogunti | Director Trustee or director | 1 | $0 |
| Temy Clemmons | Vice President Trustee or director, Officer | 1 | $0 |
| Alex Tiscione | Secretary Trustee or director | 1 | $0 |
| Vance Langdon | Treasurer Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Niko Matic | Director Trustee or director | 1 | $0 |
| Jessica Lindley | Director Trustee or director | 1 | $0 |
| David Rabb | President Trustee or director, Officer | 1 | $0 |
| Matt Thompson | Director Trustee or director | 1 | $0 |
| Alex Boyles | Director Trustee or director | 1 | $0 |
| Jon Hall | Director Trustee or director | 1 | $0 |
| Doug Harrison | Director Trustee or director | 1 | $0 |
| Will Pierce | Director Trustee or director | 1 | $0 |
| Tyler Then | Director Trustee or director | 1 | $0 |
| Dana Palmer | Director Trustee or director | 1 | $0 |
| Joseph Thomas | Director Trustee or director | 1 | $0 |
| Andrew Satterfield | Director Trustee or director | 1 | $0 |
| Madie Kiser | Vice President Trustee or director, Officer | 1 | $0 |
| Chris Long | Director Trustee or director | 1 | $0 |
| Chase Hardin | Director Trustee or director | 1 | $0 |
| Brooke McGill | Director Trustee or director | 1 | $0 |
| Rachel Bridges | Director Trustee or director | 1 | $0 |
| Tony Crawley | Director Trustee or director | 1 | $0 |
| Harrison Cameron | Director Trustee or director | 1 | $0 |
| Charles Kiser | Treasurer Trustee or director, Officer | 1 | $0 |
| Craig McCarter | Director Trustee or director | 1 | $0 |
| Mike Ogunti | Director Trustee or director | 1 | $0 |
| Temy Clemmons | Director Trustee or director | 1 | $0 |
| Alex Tiscione | Director Trustee or director | 1 | $0 |
| Ashlie Gemmer | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 720 PROVIDENCE ROAD, MALVERN, PA 19355-3449
- In care of
- % C/O RAQUEL TILLMAN
- Mailing address (990-N for 2017)
- 720 Providence Rd, Malvern PA 19355
- Principal officer (990 for 2025)
- Charles Kiser, 720 Providence Road, Malvern, PA 19355
- Principal officer (990-N for 2017)
- Jon Hall, 4725 Piedmont Row Drive Suite 510, Charlotte NC 28210
- Signed the 990
- Vance Langdon, Treasurer
- Phone
- (800) 644-2101
- Return prepared by
- Peters Tax Preparation & Consulting PC
Mission
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.
Program accomplishments
- 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.Expenses $30,502 · grants $8,000 · revenue $14,301
- 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.Expenses $7,380 · revenue $1,026
- 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.Expenses $1,429
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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 | 990 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
- 56-6065123
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1964
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $49,158
- Income (IRS master file)
- $49,419
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $49,419 | $51,227 | $49,158 | XML |
| 990 | December 2024 | $43,996 | $41,410 | $52,183 | IRS |
| 990 | December 2023 | $44,691 | $48,195 | $50,299 | XML |
| 990 | December 2022 | $44,025 | $52,385 | $52,993 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2017 Officer: Jon Hall | December 31, 2017 | ≤ $50,000 receipts | – | – | e-Postcard |
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 56-6065123).
Questions about CHARLOTTE CPCU SOCIETY CHAPTER INC
- What is the EIN of CHARLOTTE CPCU SOCIETY CHAPTER INC?
- The employer identification number (EIN) of CHARLOTTE CPCU SOCIETY CHAPTER INC is 56-6065123.
- Is CHARLOTTE CPCU SOCIETY CHAPTER INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1964.
- Are donations to CHARLOTTE CPCU SOCIETY CHAPTER INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CHARLOTTE CPCU SOCIETY CHAPTER INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of CHARLOTTE CPCU SOCIETY CHAPTER INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLOTTE CPCU SOCIETY CHAPTER INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CHARLOTTE CPCU SOCIETY CHAPTER INC?
- The 990 for the year ended December 31, 2025 names Charles Kiser.
- Who are the officers and directors of CHARLOTTE CPCU SOCIETY CHAPTER INC?
- The 990 for the year ended December 31, 2025 lists 22 people; 0 received compensation from the organization.
- How much revenue does CHARLOTTE CPCU SOCIETY CHAPTER INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $49,419, expenses of $51,227 and total assets of $49,158 at year end.
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