Civic Intelligence

Cfa Tampa Bay Inc

EIN 51-0669210 • 501(c)6 • Tampa, FL

Profile

Promoting awareness of ethical and educational standards for investment professionals.

12191 W Linebaugh AveTampa, FL 33626

cfatampabay.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

32nd percentile

-9.9%

Higher net margin than 32% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

47th percentile

-2.9%

Faster asset growth than 47% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

-3.0%

Faster revenue growth than 45% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$386,576

Down $11,488 (-2.9%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$386,576

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Down

$115,615

Down $3,597 (-3.0%) from 2023

Expenses

Up

$127,103

Up $36,461 (+40%) from 2023

Net Income

Down

-$11,488

Down $40,058 (-140%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2012: $165,302Liabilities 2012: $3,0792012Assets 2013: $191,160Liabilities 2013: $3,0792013Assets 2014: $174,317Liabilities 2014: $3,0792014Assets 2015: $166,255Net Assets 2015: $166,2552015Assets 2016: $199,225Net Assets 2016: $199,2252016Assets 2017: $213,656Liabilities 2017: $02017Assets 2018: $204,642Liabilities 2018: $02018Assets 2019: $228,249Net Assets 2019: $228,2492019Assets 2020: $253,317Liabilities 2020: $02020Assets 2021: $346,396Net Assets 2021: $346,3962021Assets 2022: $369,494Net Assets 2022: $369,4942022Assets 2023: $398,064Liabilities 2023: $02023Assets 2024: $386,576Net Assets 2024: $386,5762024

Highlighted filing

2024

Assets$386,576
Liabilities-
Net Assets$386,576
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $76,219Expenses 2012: $42,612Net Income 2012: $33,6072012Revenue 2013: $74,349Expenses 2013: $48,491Net Income 2013: $25,8582013Revenue 2014: $66,076Expenses 2014: $82,919Net Income 2014: -$16,8432014Revenue 2015: $77,483Expenses 2015: $82,466Net Income 2015: -$4,9832015Revenue 2016: $86,637Expenses 2016: $53,667Net Income 2016: $32,9702016Revenue 2017: $78,424Expenses 2017: $63,993Net Income 2017: $14,4312017Revenue 2018: $78,248Expenses 2018: $87,262Net Income 2018: -$9,0142018Revenue 2019: $109,327Expenses 2019: $85,720Net Income 2019: $23,6072019Revenue 2020: $125,091Expenses 2020: $100,023Net Income 2020: $25,0682020Revenue 2021: $144,235Expenses 2021: $51,156Net Income 2021: $93,0792021Revenue 2022: $128,681Expenses 2022: $105,583Net Income 2022: $23,0982022Revenue 2023: $119,212Expenses 2023: $90,642Net Income 2023: $28,5702023Revenue 2024: $115,615Expenses 2024: $127,103Net Income 2024: -$11,4882024

Highlighted filing

2024

Revenue$115,615
Expenses$127,103
Net Income-$11,488
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$386,576
Liabilities
-
Net assets
$386,576
Revenue
$115,615
Expenses
$127,103
Net income
-$11,488
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.87$3.87$1.16$1.27$0.11
2023Summary only. Only limited summary data is available for this year.$3.98$0.00$1.19$0.91$0.29
2022Detailed filing. Detailed filing data is available for this year.$3.69$3.69$1.29$1.06$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$3.46$1.44$0.51$0.93
2020Summary only. Only limited summary data is available for this year.$2.53$0.00$1.25$1.00$0.25
2019Detailed filing. Detailed filing data is available for this year.$2.28$2.28$1.09$0.86$0.24
2018Summary only. Only limited summary data is available for this year.$2.05$0.00$0.78$0.87$0.09
2017Summary only. Only limited summary data is available for this year.$2.14$0.00$0.78$0.64$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.99$1.99$0.87$0.54$0.33
2015Detailed filing. Detailed filing data is available for this year.$1.66$1.66$0.77$0.82$0.05
2014Summary only. Only limited summary data is available for this year.$1.74$0.03$0.66$0.83$0.17
2013Summary only. Only limited summary data is available for this year.$1.91$0.03$0.74$0.48$0.26
2012Summary only. Only limited summary data is available for this year.$1.65$0.03$0.76$0.43$0.34
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 1, 2023
Return Version
2021v4.1
Gross Receipts
$128,681
Mission and Program Overview

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 Services

DescriptionGrantsExpenses
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.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles H Kard CFA CFPDirector-$0--
Kari A Baer CFA CFPDirector-$0--
R Scott Givens CFADirector-$0--
Jeffrey J Walker CFADirector-$0--
Gail J Neujhr CFAPresident-$0--
Travis J Brown CFATreasurer-$0--
Adam K Walton CFA MBAVice President-$0--
Maxwell R Grimard CFASecretary-$0--
Gaole Leo Chen PhDDirector-$0--
Christopher D Morgan CFA CFP CAPDirector-$0--
Jonathan F Wallace CFA CAIADirector-$0--
Filing and Contact Details

Filer

Filer Name
CFA Tampa Bay Inc
EIN
51-0669210
Phone
8667304530
Address
12191 W Linebaugh Ave, Tampa, FL 33626

Signing Officer

Name
Travis J Brown
Title
Treasurer
Signed
2023-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Sterne K Cole CPA
Address
24 7TH AVE SE, LARGO, FL 33771
Preparer
Sterne Cole
Phone
7275845582
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Programming Expense $73219”

Other Expenses.2

“Outreach and Awareness $1484”

Raw XML Appendix141 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Travis J Brown CFA Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum08667304530
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012191 W Linebaugh Ave PMB 312
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tampa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033626
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0346396
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0369494
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt023098
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt030880
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0346396
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0369494
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0128681
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt093
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt056744
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0346396
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0369494
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0346396
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0369494
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Charles H Kard CFA CFP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kari A Baer CFA CFP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2R Scott Givens CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jeffrey J Walker CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Gail J Neujhr CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Travis J Brown CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Adam K Walton CFA MBA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Maxwell R Grimard CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Gaole Leo Chen PhD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Christopher D Morgan CFA CFP CAP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Jonathan F Wallace CFA CAIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt074703
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Enhance the success of our members and lead our local financial community by promoting the highest standards of ethics, education and professional excellence.
IRS990EZ/ProgramServiceRevenueAmt071844
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Professional 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Career 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Ethics & 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.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0105583
IRS990EZ/TotalRevenueAmt0128681
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0cfatampabay.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Programming Expense $73219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Outreach and Awareness $1484
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Travis J Brown
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA Tampa Bay Inc
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Ideas Inc
ReturnHeader/Filer/BusinessNameControlTxt0CFAT
ReturnHeader/Filer/EIN0510669210
ReturnHeader/Filer/PhoneNum08667304530
ReturnHeader/Filer/USAddress/AddressLine1Txt012191 W Linebaugh Ave
ReturnHeader/Filer/USAddress/CityNm0Tampa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033626
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sterne K Cole CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024 7TH AVE SE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LARGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033771
ReturnHeader/PreparerPersonGrp/PhoneNum07275845582
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sterne Cole
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-02T07:24:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Travis J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Brown
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.