CHARLOTTE CPCU SOCIETY CHAPTER INC Charity Report

Public IRS 990 nonprofit record

CHARLOTTE CPCU SOCIETY CHAPTER INC

EIN 56-6065123 · Professional Athletic Leagues (N80)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $76.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

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 2025The charity has a recent tax report to read.

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

They name their leaders22 people are listed in the latest report.

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

Money made simple

79.55%of revenue went to mission work76.7% of expenses · Program services

$103.66spent for every $100 of revenueSpending was higher than revenue this year.

24.03%of revenue went to management and office costs23.2% of expenses

$0.96in assets for every $1 spent this yearSome assets cannot be spent right away.

69.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

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

Worth asking: Expenses exceeded revenue by $1,808 this year. Ask whether that was planned or caused by a one-time event.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

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.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$49,419

Mission workProgram services$39,31179.55% of revenue76.7% of expenses

ManagementOffice and general costs$11,87624.03% of revenue23.2% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$51,227103.66% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2025CurrentExpense mix: 76.7% mission · 23.2% management · 0.0% fundraisingTotal expenses: 103.66% of revenue

2024Expense mix: 77.7% mission · 22.3% management · 0.0% fundraisingTotal expenses: 94.12% of revenue

2023Expense mix: 82.4% mission · 17.6% management · 0.0% fundraisingTotal expenses: 107.84% of revenue

2022Expense mix: 84.9% mission · 15.1% management · 0.0% fundraisingTotal expenses: 118.99% of revenue

2021Expense mix: 83.8% mission · 16.2% management · 0.0% fundraisingTotal expenses: 110.67% of revenue

2020Expense mix: 91.4% mission · 8.6% management · 0.0% fundraisingTotal expenses: 62.10% of revenue

2019Expense mix: 86.6% mission · 13.4% management · 0.0% fundraisingTotal expenses: 89.11% of revenue

2018Expense mix: 91.0% mission · 11.7% management · 0.0% fundraisingTotal expenses: 109.63% of revenue

Money in and money out

Revenue$49,419

Expenses$51,227

Annual shortfall $1,808 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$39,311 · 76.7% of expenses

Management and office costs$11,876 · 23.2% of expenses

See all reported dollar amounts

Revenue$49,419

Expenses$51,227

Assets$49,158

Income$49,419

Contributions$34,092

Mission work (program services)$39,311

Grants given$15,000

Average grant$7,500

Management and general$11,876

Accounting fees$535

People

Leadership and board

Tax year 2025

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

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (22)

JESSICA LINDLEYDIRECTOR

WILL PIERCEDIRECTOR

VANCE LANGDONTREASURER

TYLER THENDIRECTOR

TONY CRAWLEYDIRECTOR

TEMY CLEMMONSVICE PRESIDENT

RACHEL BRIDGESDIRECTOR

MIKE OGUNTIDIRECTOR

MATT THOMPSONDIRECTOR

MADIE KISERDIRECTOR

JOSEPH THOMASDIRECTOR

JON HALLDIRECTOR

HARRISON CAMERONDIRECTOR

DOUG HARRISONDIRECTOR

DAVID RABBDIRECTOR

DANA PALMERDIRECTOR

CRAIG MCCARTERDIRECTOR

CHRIS LONGDIRECTOR

CHARLES KISERPRESIDENT

ANDREW SATTERFIELDDIRECTOR

ALEX TISCIONESECRETARY

ALEX BOYLESDIRECTOR

About this charity

Recognized since: January 1964
Location: 720 PROVIDENCE ROAD, MALVERN, PA 19355-3449
County: Chester
In care of: % C/O RAQUEL TILLMAN
Primary officer: Vance Langdon, Treasurer

How to reach them

WebsiteVisit the charity’s website Phone(800) 644-2101

Filing and classification

Latest tax year: 2025
Tax period began: January 1, 2025
Return type: 990
Tax preparer: PETERS TAX PREPARATION & CONSULTING PC
NTEE classification: Professional Athletic Leagues (N80)
IRS tax category: Professional Athletic Leagues
Grant-giving organization: Yes