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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Community Improvement & Capacity Building CFA Tampa Bay Inc co Ideas Inc

CFA Tampa Bay Inc co Ideas Inc

Fiscal year ending 2024. Filed on May 9, 2025.

12191 W Linebaugh Ave 312
Tampa, Florida 33626

CFA Tampa Bay Inc co Ideas Inc (EIN: 51-0669210) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2024 IRS Form 990 filing, CFA Tampa Bay Inc co Ideas Inc, a 501(c)(6) business league, reported compensation for 12 employees. Among the employees shown here, the average compensation is $0. CFA Tampa Bay Inc co Ideas Inc changed its name from CFA Tampa Bay Inc in 2021.

Revenue, expenses, and employee compensation

Revenue

$115,615

Expenses

$127,103

Employee compensation

—
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Ryan W Nail, Cfa
Director
$0
Jonathan F Wallace, Cfa, Caia
Secretary
$0
Gaole Leo Chen, Ph.D.
Director
$0
Tieler E Gittleman, Cfa
Director
$0
Gail J Neujahr, Cfa
Director
$0
Kari A Baer, Cfa, Cfp
Director
$0
Jeffrey J Walker, Cfa
Director
$0
Adam K Walton, Cfa, Mba
Director
$0
Travis J Brown, Cfa
Vice President
$0
Charles H Kard, Cfa, Cfp
Director
$0
Maxwell R Grimard, Cfa
President
$0
Christopher D Morgan, Cfa, Cfp, Cap
Treasurer
$0

Benchmark Employee Compensation

Mission Statement

Enhance the success of our members and lead our local financial community by promoting the highest standards of ethics, education and professional excellence.

Revisions to this organization profile

May 9, 2025:
2024 CFA Tampa Bay Inc co Ideas Inc 990 filed
May 2, 2024:
2023 CFA Tampa Bay Inc co Ideas Inc 990 filed
May 2, 2023:
2022 CFA Tampa Bay Inc co Ideas Inc 990 filed

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