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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 StevensPresident$0
Deborah FosterSecretary and Treasurer$0
Ed MullisVice President$0
Bill GribbleDirector / President$0
G Kenneth MorganPast Executive Director$0

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
2021-122022-11-14990EZView PDF
2020-122021-06-01990EZView PDF
2019-122021-06-17990EZView PDF
2019-062020-09-16990EZView PDF
...and 8 more Form 990s
Data update history
June 1, 2024
Posted financials
Added Form 990N for fiscal year 2023
July 15, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
July 7, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
April 12, 2022
Updated personnel
Identified 1 new personnel
April 5, 2022
Posted financials
Added Form 990EZ for fiscal year 2020
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
County
Mecklenburg County, NC
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
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