NonprofitsThe North Carolina Cpa Foundation Inc

The North Carolina Cpa Foundation Inc

RALEIGH, NC

Total revenue

$220K

Total expenses

$141K

Net assets

$1.1M

Grants received

$238K

10 grants

EIN

561273347

Tax year

2023

Mission

To further development of accounting education and profession in north carolina.

Programs

1 program

James mccoy accounting scholarship program awards academic and needs-based scholarships to accounting students attending north carolina colleges, universities, and community colleges.

Expenses: $18KGrants: $18K

Financials

FY 2023

Revenue

Contributions & grants$196K
Program service revenue
Investment income$24K
Other revenue
Total revenue$220K

Expenses

Grants paid$131K
Salaries & benefits
Fundraising
Other expenses$10K
Total expenses$141K
Total assets$1.1M
Net assets$1.1M

People

18 listed

NameRoleCompensation

ANTONETTE TONI LOCKETT

MEMBER

Board

1 hrs/wk

CHRISTINA HOWARD

MEMBER

Board

1 hrs/wk

DAN LAVELLE

MEMBER

Board

1 hrs/wk

DEMETRICE PATTERSON

MEMBER

Board

1 hrs/wk

DR MALLISSA DAVI

MEMBER

Board

1 hrs/wk

DR ROBY SAWYERS

MEMBER

Board

1 hrs/wk

JEANETTE FRANZEL

MEMBER

Board

1 hrs/wk

JENNIFER SHOFFNER

TREASURER

Board

1 hrs/wk

KAREN GASKILL

MEMBER

Board

1 hrs/wk

KELLI ROBERTS

MEMBER

Board

1 hrs/wk

KINGSLEY IFEDI

MEMBER

Board

1 hrs/wk

MADISON WILLIAMS

MEMBER

Board

1 hrs/wk

MICHELLE TRACZ CPA CFE

PRESIDENT

Board

1 hrs/wk

RACHEL ANNAELISE CHANEY

VICE PRESIDENT

Board

1 hrs/wk

LISA OWENS-JACKSON

IMMEDIATE PAST PRESIDENT

Board

1 hrs/wk

LARA VANN

DIRECTOR OF FINANCE & ADMI

Board

1 hrs/wk

MARK SOTICHECK

CHIEF OPERATING OFFICER

Board

1 hrs/wk

SHARON BRYSON

CHIEF EXECUTIVE OFFICER

Board

1 hrs/wk

Grants received

Showing 10 of 10

FromAmountPurposeYear
$6K
DISTRIBUTION FROM DONOR ADVISED FUND
2023
$250
PROGRAM/OPERATING SUPPORT
2023
$61K
TO SUPPORT THE ORGANIZATION'S MISSION
2022
$7K
GENERAL SUPPORT
2022
$6K
DISTRIBUTION FROM DONOR ADVISED FUND
2022
$102K
TO SUPPORT THE ORGANIZATION'S MISSION
2021
$300
EMPLOYEE MATCHING GIFTS
2020
$43K
UNRESTRICTED SUPPORT OF ORGANIZATIONS MISSION
2019

Funded by

$238K from 6 funders · 10 grants · 2019–2023

North Carolina Association Of

$206K · 3 grants · 2019–2022

Wayne County Indiana Foundation Inc

$11K · 2 grants · 2022–2023

The Blackbaud Giving Fund

$7K · 1 grant · 2022

The Bank of America Charitable Foundation Inc

$750 · 2 grants · 2020–2023

Duke Energy Foundation

$300 · 1 grant · 2020

Details

EIN561273347
Subsection03
Ruling date1980-10
Formed1980
Employees0
Volunteers14
THE NORTH CAROLINA CPA FOUNDATION INC — Mission, Financials & Grants Received | Grantivo