Society Of Financial Examiners
EIN 237327434 · 501(c)(6) · Public charity · Summerfield, NC · recognized 1974
- Assets
- $1.2M
- Revenue
- $817K
- Expenses
- $679K
- Investment income
- $48.8K
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Meeting Services Inc | Management | $254,283 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Trey Hancock | Governor | $0 | $0 |
| Don Carbone | Governor | $0 | $0 |
| Scott Eady | Governor | $0 | $0 |
| Jop Bunyasrie | Governor | $0 | $0 |
| Phil Talerico | Governor | $0 | $0 |
| Daniel Judge | Governor | $0 | $0 |
| Joanne Campanelli | Governor | $0 | $0 |
| Amber Re | Governor | $0 | $0 |
| Amy Malm | Governor | $0 | $0 |
| Leane Rafalko | Governor | $0 | $0 |
| Lindsay Crawford | President | $0 | $0 |
| Mario Cuellar | Governor | $0 | $0 |
| Bryant Cummings | Treasurer | $0 | $0 |
| Chase Davis | Governor | $0 | $0 |
| Richard J Foster | Governor | $0 | $0 |
| Shawn Frederick | Governor | $0 | $0 |
| Rachelle Gowins | Governor | $0 | $0 |
| Stewart Guerin | Governor | $0 | $0 |
| Hermoliva Abejar | Governor | $0 | $0 |
| Matthew Milford | Governor | $0 | $0 |
| Shannon Hopkins | Governor | $0 | $0 |
| Joe Detrick | Governor | $0 | $0 |
| Adam Jackson | Governor | $0 | $0 |
| Jenny Jeffers | Governor | $0 | $0 |
| Andrea Johnson | Governor | $0 | $0 |
| Annette Kneif | Governor | $0 | $0 |
| Liz Neilson | Governor | $0 | $0 |
| Glenn Legault | Governor | $0 | $0 |
| Vivien Fan | Governor | $0 | $0 |
| William Michael | Governor | $0 | $0 |
| Joshua Johnson | Governor | $0 | $0 |
| Amanda Theisen | Governor | $0 | $0 |
| William O'connell | President elect | $0 | $0 |
| Sara Schumacher | Governor | $0 | $0 |
| Mark Ossi | Governor | $0 | $0 |
| Jessie Adamson | Governor | $0 | $0 |
| Malis Rasmussen | Governor | $0 | $0 |
| Robin Roberts | Governor | $0 | $0 |
| Justin Schrader | Governor | $0 | $0 |
| Casey Shaw | Governor | $0 | $0 |
| Alea Talbert Pence | Governor | $0 | $0 |
| Monique Smith | Secretary | $0 | $0 |
| Joanne Smith | Past president | $0 | $0 |
| Eli Snowbarger | Past president | $0 | $0 |
| Tarik Subbagh | Governor | $0 | $0 |
| John Romano | Governor | $0 | $0 |
| Laura Clements | Governor | $0 | $0 |
| Dan Peterson | Governor | $0 | $0 |
| April Spevek | Governor | $0 | $0 |
| Ke Xu | Governor | $0 | $0 |