Cfa Tampa Bay Inc
EIN 510669210 · 501(c)(6) · Public charity · Tampa, FL · recognized 2008
- Assets
- $387K
- Revenue
- $116K
- Expenses
- $127K
- Investment income
- —
Form 990 fiscal year ended 06/30/2024
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.
None reported.
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Charles H Kard Cfa Cfp | Director | $0 | $0 |
| Kari A Baer Cfa Cfp | Director | $0 | $0 |
| Jeffrey J Walker Cfa | Director | $0 | $0 |
| Gail J Neujahr Cfa | Director | $0 | $0 |
| Travis J Brown Cfa | Vice president | $0 | $0 |
| Adam K Walton Cfa Mba | Director | $0 | $0 |
| Maxwell R Grimard Cfa | President | $0 | $0 |
| Gaole Leo Chen Ph D | Director | $0 | $0 |
| Christopher D Morgan Cfa Cfp Cap | Treasurer | $0 | $0 |
| Jonathan F Wallace Cfa Caia | Secretary | $0 | $0 |
| Ryan W Nail Cfa | Director | $0 | $0 |
| Tieler E Gittleman Cfa | Director | $0 | $0 |