EIN 56-6065123

Charlotte CPCU Society Chapter

IRS 501(c) type
501(c)(6)
Num. employees
0
Year formed
2006
Most recent tax filings
2023-12-01
NTEE code, primary
Description
Charlotte CPCU Society Chapter, Inc. promotes excellence in the property and casualty insurance industry through ethical behavior and continuing education. The Chapter offers a range of events throughout the year for team-building, networking, and engaging with members and younger generations, including CPCU Shadow Day and an annual golf tournament. With a long history of supporting local communities since 1962, the Chapter is led by 23 dedicated volunteers who make up its Board.
Also known as...
Charlotte Chapter of Cpcu; Cpcu Society of Charlotte
Total revenues
$44,691
2023
Total expenses
$48,195
2023
Total assets
$50,299
2023
Num. employees
0
2023

Program areas at Charlotte CPCU Society Chapter

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, Golf Tournament including a Mini-Golf Tournament this year, Knights game outing, and CPCU year-end annual meeting. While the Chapter strives to raise revenue during the sponsored events such as 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. $10,000 was awarded as part of our annual scholarship funds in 2023 however these checks were cashed in 2024. We also send several members to the Leadership Summit and In2Risk conferences that provide plenty of educational and networking 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 consisting of 23 members, 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 HopeMatch family sponsorship. In 2023, we adopted several families with children in a local Hospice group. We provided gifts to those families during the holidays.
The Chapter is charged with providing 1-2 Continuing Education CE Courses covering relevant industry topics and trends. All educational events held by the Chapter are qualified for the CE credits towards the CPCU designation. Our educational events in 2023 include our 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.

Personnel at Charlotte CPCU Society Chapter

NameTitleCompensation
Charles KiserTreasurer$0
Madie KiserVice President$0
David RabbPresident$0
Ben RobbinsSecretary / Director$0

Financials for Charlotte CPCU Society Chapter

RevenuesFYE 12/2023
Total grants, contributions, etc.$30,290
Program services$14,338
Investment income and dividends$63
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$44,691

Form 990s for Charlotte CPCU Society Chapter

Fiscal year endingDate received by IRSFormPDF link
2023-122024-03-26990View PDF
2022-122023-04-17990View PDF
2021-122022-05-15990View PDF
2020-122021-06-30990View PDF
2019-122020-09-18990View PDF
...and 7 more Form 990s
Data update history
May 22, 2024
Updated personnel
Identified 6 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 24, 2023
Updated personnel
Identified 1 new personnel
June 15, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 13, 2023
Updated personnel
Identified 9 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
Business and industry
Characteristics
MembershipsCommunity engagement / volunteeringNo full-time employees
General information
Address
720 Providence Rd
Malvern, PA 19355
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
County
Chester County, PA
Website URL
charlotte.cpcusociety.org/ 
Phone
(800) 644-2101
IRS details
EIN
56-6065123
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2006
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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