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NORTH CAROLINA BANKERS ASSOCIATION

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Public IRS 990 nonprofit record

NORTH CAROLINA BANKERS ASSOCIATION

EIN 56-0340440 · Education (B)

What they do

THE MISSION of THE NCBA is to CARRY OUT THE GENERAL PURPOSE of FINANCIAL INSTITUTIONS OPERATING IN NORTH CAROLINA, SUCH AS ACTING AS AN EFFECTIVE LEGISLATIVE LIAISON, PROVIDING CONTINUING EDUCATION to MEMBERS and ACCESS to PRODUCTS, SERVICES and PUBLICATIONS.

Before you give

Should I give to this charity?

Easy charity check
We do not have enough spending detail

Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders26 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$133.67spent for every $100 of revenueSpending was higher than revenue this year.
$5.57in assets for every $1 spent this yearSome assets cannot be spent right away.
1.5%of its money came from giftsOther money may come from services or investments.

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  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $944,857 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $672,986 for PETER GWALTNEY (PRESIDENT & CEO). Compare pay with organizations of similar size and complexity.

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Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$2,805,999
Expenses$3,750,856
Annual shortfall $944,857 Expenses were higher than revenue for this filing year.
See all reported dollar amounts
Revenue$2,805,999
Expenses$3,750,856
Assets$20,910,022
Income$3,029,502
Contributions$41,150
Stocks and bonds$4,414,090
Accounting fees$84,205
Investing fees$4,991
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
PETER GWALTNEYPRESIDENT & CEO · 40 hrs/week $672,986Base $615,000 · Other $57,986
LYNN JOHNSONCOO · 40 hrs/week $376,090Base $324,450 · Other $51,640
NATHAN BATTSCOUNSEL/SVP · 40 hrs/week $277,674Base $240,807 · Other $36,867
SUZANNE BROOKSCONTROLLER · 40 hrs/week $198,081Base $165,000 · Other $33,081
MARK HOLMESCFO · 40 hrs/week $187,237Base $169,786 · Other $17,451
MICHELLE SUTTONCORPORATE SECRETARY/ACCT. SPECIALIST · 40 hrs/week $119,048Base $102,341 · Other $16,707

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (26)

PETER GWALTNEYPRESIDENT & CEO

LYNN JOHNSONCOO

NATHAN BATTSCOUNSEL/SVP

SUZANNE BROOKSCONTROLLER

MARK HOLMESCFO

MICHELLE SUTTONCORPORATE SECRETARY/ACCT. SPECIALIST

JIM MARSHALLVICE CHAIRMAN

ROBIN HAGERBOARD MEMBER (THRU JUNE 2024)

RANDY ADCOCKBOARD MEMBER (BEGAN JUNE 2024)

MIKE ATKINSONBOARD MEMBER (THRU JUNE 2024)

KEITH EPSTEINBOARD MEMBER (BEGAN JUNE 2024)

JUAN AUSTINBOARD MEMBER

JIM ROSEBOARD MEMBER

AMANDA LLOYDBOARD MEMBER

JIM HANSENIMMEDIATE PAST CHAIR

JEFF WHITTINGTONBOARD MEMBER (THRU JUNE 2024)

HUNTER WESTBROOKBOARD MEMBER (BEGAN JUNE 2024)

FELICIA WOODARDBOARD MEMBER (BEGAN JUNE 2024)

DREW COVERTBOARD MEMBER

DAVID WEAVERBOARD MEMBER (THRU JUNE 2024)

DAVID BARKSDALEBOARD MEMBER

DAVID ALLENBOARD MEMBER

CHRIS BELLBOARD MEMBER (BEGAN AUG. 2024)

CAROLINE TAYLORBOARD MEMBER (THRU FEB. 2024)

BOB WASHBURNCHAIRMAN

BILL BUNNBOARD MEMBER (BEGAN JUNE 2024)

About this charity

Recognized since
January 1943
Location
3601 HAWORTH DR, RALEIGH, NC 27609-7218
County
Wake
In care of
SUZANNE BROOKS
Primary officer
SUZANNE BROOKS, CFO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
CHERRY BEKAERT ADVISORY LLC
NTEE classification
Education (B)
IRS tax category
Education

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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