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EIN 23-7327434

Society of Financial Examiners

IRS 501(c) type
501(c)(6)
Num. employees
0
City
Summerfield
State
North Carolina
Year formed
1973
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
Society of Financial Examiners provides a professional forum for financial examiners. It promotes certification through educational seminars, programs, newsletters and journals and conducts tests to certify examiners.
Total revenues
$778,393
2023
Total expenses
$729,795
2023
Total assets
$1,077,228
2023
Num. employees
0
2023

Program areas at Society of Financial Examiners

The Society promotes certification of Financial Examiners through educational seminars, programs, newsletters and journals. The Society conducts tests to certify Examiners.

Who funds Society of Financial Examiners

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Financial Examiners Educational FoundationFinancial Examiners Scholarships$15,000

Personnel at Society of Financial Examiners

NameTitleCompensation
Mark MurphyBoard Member$0
Cindy DodsonExecutive Director and Accreditation
Brian SewellGeneral Counsel, Pro Bono Public$0
Lindsay CrawfordTreasurer$0
Joanne SmithBoard Member$0
...and 6 more key personnel

Financials for Society of Financial Examiners

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$725,399
Investment income and dividends$48,394
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-10,420
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$15,020
Total revenues$778,393

Form 990s for Society of Financial Examiners

Fiscal year endingDate received by IRSFormPDF link
2023-122024-06-17990View PDF
2022-122023-09-12990View PDF
2021-122022-08-19990View PDF
2020-122021-08-12990View PDF
2019-122020-10-22990View PDF
...and 10 more Form 990s
Data update history
August 3, 2024
Posted financials
Added Form 990 for fiscal year 2023
July 14, 2024
Received grants
Identified 1 new grant, including a grant for $15,000 from Financial Examiners Educational Foundation
December 31, 2023
Received grants
Identified 1 new grant, including a grant for $5,050 from Financial Examiners Educational Foundation
October 28, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 10, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Professional associationsBusiness and community development organizationsMedia and communications organizationsHeadquarter / parent organizations
Issues
Business and industry
Characteristics
MembershipsCommunity engagement / volunteeringNo full-time employees
General information
Address
3505 Vernon Woods Dr
Summerfield, NC 27358
Metro area
Greensboro-High Point, NC
County
Guilford County, NC
Website URL
sofe.org/ 
Phone
(336) 365-4640
IRS details
EIN
23-7327434
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1973
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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