Civic Intelligence

Charlotte Cpcu Society Chapter Inc

EIN 56-6065123 • 501(c)6 • Malvern, PA

Profile

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.

720 Providence RoadMalvern, PA 19355

charlotte.cpcusociety.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

41st percentile

-3.7%

Higher net margin than 41% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

42nd percentile

-5.8%

Faster asset growth than 42% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

70th percentile

12%

Faster revenue growth than 70% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$49,158

Down $3,025 (-5.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$49,158

Down $3,025 (-5.8%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin41st percentile

Revenue

Up

$49,419

Up $5,423 (+12%) from 2024

Expenses

Up

$51,227

Up $9,817 (+24%) from 2024

Net Income

Down

-$1,808

Down $4,394 (-170%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $27,159Liabilities 2011: $02011Assets 2012: $23,549Liabilities 2012: $02012Assets 2013: $22,962Liabilities 2013: $02013Assets 2018: $36,080Liabilities 2018: $0Net Assets 2018: $36,0802018Assets 2019: $41,961Liabilities 2019: $0Net Assets 2019: $41,9612019Assets 2020: $54,132Liabilities 2020: $0Net Assets 2020: $54,1322020Assets 2021: $61,300Liabilities 2021: $0Net Assets 2021: $61,3002021Assets 2022: $52,993Liabilities 2022: $0Net Assets 2022: $52,9932022Assets 2023: $50,299Liabilities 2023: $0Net Assets 2023: $50,2992023Assets 2024: $52,183Liabilities 2024: $0Net Assets 2024: $52,1832024Assets 2025: $49,158Liabilities 2025: $0Net Assets 2025: $49,1582025

Highlighted filing

2025

Assets$49,158
Liabilities$0
Net Assets$49,158
Open 2025 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $36,630Expenses 2011: $38,034Net Income 2011: -$1,4042011Revenue 2012: $41,831Expenses 2012: $47,961Net Income 2012: -$6,1302012Revenue 2013: $40,461Expenses 2013: $41,049Net Income 2013: -$5882013Revenue 2018: $48,112Expenses 2018: $52,745Net Income 2018: -$4,6332018Revenue 2019: $52,351Expenses 2019: $46,652Net Income 2019: $5,6992019Revenue 2020: $32,112Expenses 2020: $19,941Net Income 2020: $12,1712020Revenue 2021: $40,232Expenses 2021: $44,525Net Income 2021: -$4,2932021Revenue 2022: $44,025Expenses 2022: $52,385Net Income 2022: -$8,3602022Revenue 2023: $44,691Expenses 2023: $48,195Net Income 2023: -$3,5042023Revenue 2024: $43,996Expenses 2024: $41,410Net Income 2024: $2,5862024Revenue 2025: $49,419Expenses 2025: $51,227Net Income 2025: -$1,8082025

Highlighted filing

2025

Revenue$49,419
Expenses$51,227
Net Income-$1,808
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,158
Liabilities
$0
Net assets
$49,158
Revenue
$49,419
Expenses
$51,227
Net income
-$1,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$49.2$0.00$49.2$49.4$51.2$1.81
2024Detailed filing. Detailed filing data is available for this year.$52.2$0.00$52.2$44.0$41.4$2.59
2023Detailed filing. Detailed filing data is available for this year.$50.3$0.00$50.3$44.7$48.2$3.50
2022Detailed filing. Detailed filing data is available for this year.$53.0$0.00$53.0$44.0$52.4$8.36
2021Detailed filing. Detailed filing data is available for this year.$61.3$0.00$61.3$40.2$44.5$4.29
2020Detailed filing. Detailed filing data is available for this year.$54.1$0.00$54.1$32.1$19.9$12.2
2019Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$52.4$46.7$5.70
2018Detailed filing. Detailed filing data is available for this year.$36.1$0.00$36.1$48.1$52.7$4.63
2013Summary only. Only limited summary data is available for this year.$23.0$0.00$40.5$41.0$0.59
2012Summary only. Only limited summary data is available for this year.$23.5$0.00$41.8$48.0$6.13
2011Summary only. Only limited summary data is available for this year.$27.2$0.00$36.6$38.0$1.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 4, 2026
Return Version
2025v4.0
Gross Receipts
$49,419
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$33,031$33,097▲ $66
Cash and Non-Interest-Bearing Accounts$19,152$16,061▼ $3,091
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$52,183$49,158▼ $3,025
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$52,183$49,158▼ $3,025
Total Net Assets Fund Balance$52,183$49,158▼ $3,025
Total Liabilities and Net Assets / Fund Balance$52,183$49,158▼ $3,025
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Charles KiserPresident
Temy ClemmonsVice President
Alex BoylesDirector
Andrew SatterfieldDirector
Chris LongDirector
Craig McCarterDirector
Dana PalmerDirector
David RabbDirector
Doug HarrisonDirector
Harrison CameronDirector
Jessica LindleyDirector
Jon HallDirector
Joseph ThomasDirector
Madie KiserDirector
Matt ThompsonDirector
Mike OguntiDirector
Rachel BridgesDirector
Tony CrawleyDirector
Tyler ThenDirector
Will PierceDirector
Alex TiscioneSecretary
Vance LangdonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$34,092
Program Service Revenue
$15,261
Investment Income
$66
Other Revenue
$0
All Other Contributions
$18,397
Change in Net Assets
$-1,808
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$43,227
Grants and Similar Amounts Paid$8,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$31,351--$31,351
Grants to Domestic Orgs$8,000--$8,000
Travel-$2,904-$2,904
Fees for Services Accounting-$535-$535
Other Expenses-$224-$224
Total Functional Expenses$39,351$11,876$0$51,227
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Board members are provided a copy of the Form 990 once it has been prepared by an outside CPA firm. The Board makes any changes it deems necessary. The return is filed. These actions are documented in the board meeting minutes.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Charlotte CPCU Society Chapter Inc
EIN
56-6065123
Phone
8006442101
Address
720 Providence Road, Malvern, PA 19355

Signing Officer

Name
Vance Langdon
Title
Treasurer
Signed
2026-03-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Kiser
Formed
2006
Legal Domicile
Nc
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
22

Preparer

Firm
Peters Tax Preparation & Consulting PC
Address
1657 West Broad St Unit 5, Richmond, VA 23220
Preparer
Carly Wolk
Phone
8043321373
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12President
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt15Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt16Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt08000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt08000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt08000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt049419
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt066
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt066
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt015695
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt052183
IRS990/NetAssetsOrFundBalancesEOYAmt049158
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt052183
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt049158
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Miscellaneous Expense
IRS990/OtherExpensesGrp/Desc1Governor Expenses
IRS990/OtherExpensesGrp/Desc2Bank/PayPal Fees
IRS990/OtherExpensesGrp/Desc3Board Meetings
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06635
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1877
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2701
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3224
IRS990/OtherExpensesGrp/TotalAmt06635
IRS990/OtherExpensesGrp/TotalAmt1877
IRS990/OtherExpensesGrp/TotalAmt2701
IRS990/OtherExpensesGrp/TotalAmt3224
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Charles Kiser
IRS990/PriorPeriodAdjustmentsAmt0-1217
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/Desc0Conferences/Networking
IRS990/ProgramServiceRevenueGrp/Desc1CPCU and Cont Ed Classes
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014235
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11026
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014235
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11026
IRS990/ProgSrvcAccomActy2Grp/Desc0The 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt07380
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01026
IRS990/ProgSrvcAccomActy3Grp/Desc0The 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01429
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt029504
IRS990/PYGrantsAndSimilarPaidAmt010000
IRS990/PYInvestmentIncomeAmt067
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt031410
IRS990/PYProgramServiceRevenueAmt014425
IRS990/PYRevenuesLessExpensesAmt02586
IRS990/PYTotalExpensesAmt041410
IRS990/PYTotalRevenueAmt043996
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1808
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt014301
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt033031
IRS990/SavingsAndTempCashInvstGrp/EOYAmt033097
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board members are provided a copy of the Form 990 once it has been prepared by an outside CPA firm. The Board makes any changes it deems necessary. The return is filed. These actions are documented in the board meeting minutes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19

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