Charlotte Cpcu Society Chapter Inc
Public records raise at least one point you should look into before giving.
What it says it does
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.
- Income
- $49,419
- Spending
- $51,227
- Employees
- 0
- Volunteers
- 22
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate
Governance
This return does not answer enough of the governance questions to score.
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (3)
- $30,502 spent. 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.
- $7,380 spent. 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.
- $1,429 spent. 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.
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(6) business league.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(6) business league as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since August 1964.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.