Nonprofit · EIN 51-0669210
CFA TAMPA BAY INC
Tax-exempt · TAMPA, FL 33626
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $106,596 | $145,131 | -$38,535 | $338,041 | – | $338,041 |
| June 30, 2024 | 990-EZ | $115,615 | $127,103 | -$11,488 | $386,576 | – | $386,576 |
| June 30, 2023 | 990-EZ | $119,212 | $90,642 | $28,570 | $398,064 | – | $398,064 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Membership dues
- $69,255
- Program service revenue
- $34,941
- Investment income
- $2,400
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $38,060
- Other expenses
- $107,071
Balance sheet and other
- Total assets, start of year
- $376,576
- Total assets, end of year
- $338,041
- Total liabilities, end of year
- –
- Net assets, end of year
- $338,041
- Cash, savings and investments
- $338,041
- Gross receipts
- $106,596
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles H Kard CFA CFP | Director | 1 | $0 |
| Kari A Baer CFA CFP | Director | 1 | $0 |
| Jeffrey J Walker CFA | Director | 1 | $0 |
| Gail J Neujahr CFA | Director | 1 | $0 |
| Travis J Brown CFA | President | 3 | $0 |
| Maxwell R Grimard CFA | Director | 1 | $0 |
| Gaole Leo Chen PhD | Director | 1 | $0 |
| Jonathan F Wallace CFA CAIA | Vice President | 3 | $0 |
| Tieler E Gittleman CFA | Treasurer | 2 | $0 |
| Sue Goodman DBA CFA | Director | 1 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles H Kard CFA CFP | Director | 1 | $0 |
| Kari A Baer CFA CFP | Director | 1 | $0 |
| Jeffrey J Walker CFA | Director | 1 | $0 |
| Gail J Neujahr CFA | Director | 1 | $0 |
| Travis J Brown CFA | Vice President | 3 | $0 |
| Adam K Walton CFA MBA | Director | 1 | $0 |
| Maxwell R Grimard CFA | President | 3 | $0 |
| Gaole Leo Chen PhD | Director | 1 | $0 |
| Christopher D Morgan CFA CFP CAP | Treasurer | 2 | $0 |
| Jonathan F Wallace CFA CAIA | Secretary | 2 | $0 |
| Ryan W Nail CFA | Director | 1 | $0 |
| Tieler E Gittleman CFA | Director | 1 | $0 |
990-EZ for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles H Kard CFA CFP | Director | 1 | $0 |
| Kari A Baer CFA CFP | Director | 1 | $0 |
| R Scott Givens CFA | Director | 1 | $0 |
| Jeffrey J Walker CFA | Director | 1 | $0 |
| Gail J Neujahr CFA | Director | 3 | $0 |
| Travis J Brown CFA | Treasurer | 2 | $0 |
| Adam K Walton CFA MBA | President | 3 | $0 |
| Maxwell R Grimard CFA | Vice President | 2 | $0 |
| Gaole Leo Chen PhD | Director | 1 | $0 |
| Christopher D Morgan CFA CFP CAP | Secretary | 1 | $0 |
| Jonathan F Wallace CFA CAIA | Director | 1 | $0 |
| Ryan W Nail CFA | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 12191 W LINEBAUGH AVE 312, TAMPA, FL 33626-1732
- In care of
- % IDEAS INC
- Signed the 990-EZ
- Tieler E Gittleman, Treasurer
- Phone
- (813) 854-3759
- Website
- cfatampabay.org
- Return prepared by
- Sterne K Cole CPA
Mission
Enhance the success of our members and lead our local financial community by promoting the highest standards of ethics, education and professional excellence.
Program accomplishments
- Professional Growth - Providing members opportunity to stay current in a continuously evolving profession by offering educational programs. Enabled exchange of investment information and ideas, enhancement of investment knowledge, and awareness of standards on professional conduct and ethics. Benefits membership, plus a significant number of guests and students.
- Career Development Offering investment professionals tools and resources to gain an edge and stand out at every step of their careers. Provided educational support to candidates for the Chartered Financial Analyst designation. Encouraged attainment of the Chartered Financial Analyst designation and general development of investment ethics, education and skills.
- Ethics & Advocacy Leading the investment industry forward with courage by taking an active role to advocate for higher ethical standards. Promoted public awareness of the Chartered Financial Analyst designation. Developed understanding of the CFA Institute standards among the investment profession and the general public.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 51-0669210
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2008
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S20)
- Assets (IRS master file)
- $338,041
- Income (IRS master file)
- $106,596
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $106,596 | $145,131 | $338,041 | IRS |
| 990-EZ | June 2024 | $115,615 | $127,103 | $386,576 | IRS |
| 990-EZ | June 2023 | $119,212 | $90,642 | $398,064 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 51-0669210).
Questions about CFA TAMPA BAY INC
- What is the EIN of CFA TAMPA BAY INC?
- The employer identification number (EIN) of CFA TAMPA BAY INC is 51-0669210.
- Is CFA TAMPA BAY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2008.
- Are donations to CFA TAMPA BAY INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA TAMPA BAY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CFA TAMPA BAY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CFA TAMPA BAY INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of CFA TAMPA BAY INC?
- The 990-EZ for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does CFA TAMPA BAY INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $106,596, expenses of $145,131 and total assets of $338,041 at year end.
Other nonprofits in TAMPA
- FLORIDA BUSINESS DEVELOPMENT CORPORATION EIN 65-0179159 · last filed 990 for 2025
- CORPORATION TO DEVELOP COMMUNITIES OF TAMPA INC EIN 59-3150608 · last filed 990 for 2024
- TAMPA BAY WAVE INC EIN 27-4779851 · last filed 990 for 2025
- UNIVERSITY AREA COMMUNITY DEVELOPMENT CORPORATION INC EIN 31-1624121 · last filed 990 for 2025
- TAMPA HILLSBOROUGH ECONOMIC DEVELOPMENT CORPORATION EIN 27-1010441 · last filed 990 for 2025
- EAST TAMPA BUSINESS COMMUNITY DEVELOPMENT ALLIANCE INC EIN 65-0922040 · last filed 990 for 2025
- GLOBAL TECHNOLOGY DISTRIBUTION COUNCIL EIN 33-0821101 · last filed 990 for 2025
- BAY AREA APARTMENT ASSOC EIN 59-1590814 · last filed 990 for 2025
All nonprofits in TAMPA · Florida · Community improvement and capacity building