AUMdb

Cpa Firm Management Association Inc

EIN 521330327 · 501(c)(6) · Public charity · Lexington, KY · recognized 1985

Assets
$300K
Revenue
$513K
Expenses
$575K
Investment income
$216

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
Amr Management Services Association management services $250,164
Marriott Savannah Riverfront Annual conference $149,363

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Jana Cinnamon Chair $0 $0
Kristine Latchaw Cpa Pafm Vice chair $0 $0
Larry Sheftel Phr Shrm Cp Pafm Immediate past chair $0 $0
Daniel Gregory Pafm Secretary/treasurer $0 $0
Kimberly Russo Pafm Director of professional a $0 $0
Sarah Snell Pafm Director of membership & g $0 $0
Kimberly Fitzgerald Pafm Director of education $0 $0
Margot Sunter Cga Cpa Director of information and communication $0 $0
Jon Tonkowich Director at large $0 $0
Jeremy Raines Director at large $0 $0
Roman Kepczyk Cpa Citp Cgma Advisor $0 $0
William Reeb Cpa Citp Cgma Advisor $0 $0