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Academy Of Financial Services

  • Winterville, NC
  • Tax-exempt since Sept. 2011
  • EIN: 33-0197311

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Category: Educational Institutions and Related Activities / Professional Societies, Associations (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$30.4k (2021)

Expenses
$14.6k (2021)

Total Assets
$86.5k (2021)

Total Liabilities
$0 (2021)

Source: Form 990 tax filings from 2014 to 2021

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$30,382
Expenses
$14,610
Net Income
$15,772
Net Assets
$86,454
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $540
1.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $19,342
63.7%
Assets/Debt
Total Assets $86,454
Total Liabilities $0
Net Assets $86,454
Compensation
Key Employees and Officers Compensation Other
Inga Timmerman (President) $0 $0
Terrance Martin (Executive Vp Program) $0 $0
Philip Gibson (Vice President International Rela) $0 $0
Thomas P Langdon (Vice President Finance) $0 $0
Colleen T Asaad (Vice President Communications) $0 $0
Shawn Brayman (Vice President Marketing And Pr) $0 $0
Janine Sam (Immediate Past President) $0 $0
Stuart Michelson (Editor Financial Services Review) $0 $0
Charles Chaffin (Director) $0 $0
Lu Fan (Director) $0 $0
Barry Mulholland (Director) $0 $0
Laura Ricaldi (Director) $0 $0
Tom Potts (Director) $0 $0
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Document Links

990-EZ
Filed on May 15, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$44,899
Expenses
$19,051
Net Income
$25,848
Net Assets
$70,682
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $816
1.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $32,033
71.3%
Assets/Debt
Total Assets $70,682
Total Liabilities $0
Net Assets $70,682
Compensation
Key Employees and Officers Compensation Other
Inga Timmerman (President) $0 $0
Terrance Martin (Executive Vp Program) $0 $0
Philip Gibson (Vice President International Rela) $0 $0
Thomas P Langdon (Vice President Finance) $0 $0
Colleen T Asaad (Vice President Communications) $0 $0
Shawn Brayman (Vice President Marketing And Pr) $0 $0
Janine Sam (Immediate Past President) $0 $0
Stuart Michelson (Editor Financial Services Review) $0 $0
Charles Chaffin (Director) $0 $0
Lu Fan (Director) $0 $0
Barry Mulholland (Director) $0 $0
Laura Ricaldi (Director) $0 $0
Tom Potts (Director) $0 $0
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Document Links

990-EZ
Filed on March 12, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$66,682
Expenses
$90,544
Net Income
-$23,862
Net Assets
$34,333
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,500
11.2%
Program Services $0
Investment Income $574
0.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $45,533
68.3%
Assets/Debt
Total Assets $44,834
Total Liabilities $10,501
Net Assets $34,333
Compensation
Key Employees and Officers Compensation Other
Thomas P Langdon (Treasurer, Vp Finance) $0 $0
Janine Sam (President) $0 $0
Inga Timmerman (President Elect) $0 $0
Swarn Chatterjee (Immediate Past President) $0 $0
Robert Moreschi (Director) $0 $0
Philip Gibson (Vice President International Relations) $0 $0
David Nanigian (Vice President Communications) $0 $0
Chris Browning (Vice President Marketing And Public Relations) $0 $0
Stuart Michelson (Editor Financial Services Review) $0 $0
Charles Chaffin (Director) $0 $0
Shawn Brayman (Director) $0 $0
Victoria Javine (Director) $0 $0
Colleen Tokar Assad (Director) $0 $0
Frances Lawrence (Director) $0 $0
Tom Potts (Director) $0 $0
Terrance K Martin (Executive Vp Program) $0 $0
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Document Links

990-EZ
Filed on May 15, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$95,676
Expenses
$92,583
Net Income
$3,093
Net Assets
$58,195
Notable Sources of Revenue Percent of Total Revenue
Contributions $30,000
31.4%
Program Services $0
Investment Income $363
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $50,348
52.6%
Assets/Debt
Total Assets $58,195
Total Liabilities $0
Net Assets $58,195
Compensation
Key Employees and Officers Compensation Other
Thomas P Langdon (Treasurer, Vp Finance) $0 $0
Robert Moreschi (Immediate Past President) $0 $0
Swarn Chatterjee (President) $0 $0
Janine Scott (President Elect) $0 $0
Inga Chira (Executive Vice President Program) $0 $0
Philip Gibson (Vice President International Relations) $0 $0
David Nanigian (Vice President Communications) $0 $0
Chris Browning (Vice President Marketing And Public Relations) $0 $0
Stuart Michelson (Editor Financial Services Review) $0 $0
Charles Chaffin (Director) $0 $0
Shawn Brayman (Director) $0 $0
Victoria Javine (Director) $0 $0
Colleen Tokar Assad (Director) $0 $0
Frances Lawrence (Director) $0 $0
Tom Potts (Director) $0 $0
Terrance K Martin (Director) $0 $0
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Document Links

990-EZ
Filed on April 13, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$75,073
Expenses
$73,717
Net Income
$1,356
Net Assets
$55,102
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,500
30.0%
Program Services $0
Investment Income $132
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $41,811
55.7%
Assets/Debt
Total Assets $55,102
Total Liabilities $0
Net Assets $55,102
Compensation
Key Employees and Officers Compensation Other
Thomas P Langdon (Vp Finance) $0 $0
Thomas Coe (Immediate Past President) $0 $0
Robert Moreschi (President) $0 $0
Duncan Williams (Executive Vice President Program 2016) $0 $0
Benjamin Cummings (Vice President Local Arrangements) $0 $0
Swarn Chatterjee (Vice President Local Arrangements 2016) $0 $0
Claire Matthews (Vice President International Relations) $0 $0
Martin Seay (Vice President Communications) $0 $0
Tom Warschauer (Vice President Professional Organizations) $0 $0
Larry Prather (Vice President Membership) $0 $0
Christopher Browning (Vice President Marketing & Public Relations) $0 $0
Stuart Michelson (Editor Financial Services Review) $0 $0
Charles Chaffin (Director) $0 $0
Sherman Hanna (Director) $0 $0
Halil Kiymaz (Director) $0 $0
Frank Laatsch (Director) $0 $0
David Nanigian (Director) $0 $0
Grady Perdue (Director) $0 $0
Tom Potts (Director) $0 $0
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Document Links

990-EZ
Filed on May 15, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$113,353
Expenses
$100,317
Net Income
$13,036
Net Assets
$53,745
Notable Sources of Revenue Percent of Total Revenue
Contributions $37,500
33.1%
Program Services $0
Investment Income $22
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $65,896
58.1%
Assets/Debt
Total Assets $53,745
Total Liabilities $0
Net Assets $53,745
Compensation
Key Employees and Officers Compensation Other
Thomas P Langdon (Vp Finance) $0 $0
Thomas Coe (Immediate Past President) $0 $0
Robert Moreschi (President) $0 $0
Duncan Williams (Executive Vice President Program 2016) $0 $0
Benjamin Cummings (Vice President Local Arrangements) $0 $0
Swarn Chatterjee (Vice President Local Arrangements 2016) $0 $0
Claire Matthews (Vice President International Relations) $0 $0
Martin Seay (Vice President Communications) $0 $0
Tom Warschauer (Vice President Professional Organizations) $0 $0
Larry Prather (Vice President Membership) $0 $0
Christopher Browning (Vice President Marketing & Public Relations) $0 $0
Stuart Michelson (Editor Financial Services Review) $0 $0
Charles Chaffin (Director) $0 $0
Sherman Hanna (Director) $0 $0
Halil Kiymaz (Director) $0 $0
Frank Laatsch (Director) $0 $0
David Nanigian (Director) $0 $0
Grady Perdue (Director) $0 $0
Tom Potts (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 15, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$81,119
Expenses
$97,306
Net Income
-$16,187
Net Assets
$40,709
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $3
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $74,556
91.9%
Assets/Debt
Total Assets $40,709
Total Liabilities $0
Net Assets $40,709
Compensation
Key Employees and Officers Compensation Other
Thomas P Langdon (Vp Finance) $0 $0
William Chittenden (Immediate Past President) $0 $0
Thomas Coe (President) $0 $0
Robert Moreschi (Executive Vice President Program) $0 $0
Duncan Williams (Executive Vice President Program 2016) $0 $0
Benjamin Cummings (Vice President Local Arrangements) $0 $0
Swarn Chatterjee (Vice President Local Arrangements 2016) $0 $0
Claire Matthews (Vice President International Relations) $0 $0
Martin Seay (Vice President Communications) $0 $0
Tom Warschauer (Vice President Professional Organizations) $0 $0
Larry Prather (Vice President Membership) $0 $0
Christopher Browning (Vice President Marketing & Public Relations) $0 $0
Stuart Michelson (Editor Financial Services Review) $0 $0
Charles Chaffin (Director) $0 $0
Sherman Hanna (Director) $0 $0
Halil Kiymaz (Director) $0 $0
Frank Laatsch (Director) $0 $0
David Nanigian (Director) $0 $0
Grady Perdue (Director) $0 $0
Tom Potts (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 2, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$81,345
Expenses
$60,274
Net Income
$21,071
Net Assets
$56,896
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $3
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $66,047
81.2%
Assets/Debt
Total Assets $56,896
Total Liabilities $0
Net Assets $56,896
Compensation
Key Employees and Officers Compensation Other
Thomas P Langdon (Vp Finance) $0 $0
William Chittenden (President) $0 $0
Thomas Coe (President Elect) $0 $0
Robert Moreschi (Executive Vice President Program) $0 $0
Duncan Williams (Executive Vice President Program 2016) $0 $0
Benjamin Cummings (Vice President Local Arrangements) $0 $0
Swarn Chatterjee (Vice President Local Arrangements 2016) $0 $0
Claire Matthews (Vice President International Relations) $0 $0
Martin Seay (Vice President Communications) $0 $0
Tom Warschauer (Vice President Professional Organizations) $0 $0
Larry Prather (Vice President Membership) $0 $0
Bill Gustafson (Vice President Marketing & Public Relations) $0 $0
Lance Palmer (Immediate Past President) $0 $0
Stuart Michelson (Editor Financial Services Review) $0 $0
Charles Chaffin (Director) $0 $0
Sherman Hanna (Director) $0 $0
Halil Kiymaz (Director) $0 $0
Frank Laatsch (Director) $0 $0
David Nanigian (Director) $0 $0
Grady Perdue (Director) $0 $0
Tom Potts (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 14, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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