CFA Tampa Bay Inc Co Ideas Inc

Nonprofit profile at a glance

EIN
510669210
IRS 990-EZ coverage
2014–2024
Forms available
Form 990-EZ 2024
Location
Tampa, FL, USA
Phone
8138543759
Rating confidence
Limited
Sector
Community, Neighborhood Development

Reported finances

Revenue
$106,596
Expenses
$145,131
Assets
$338,041

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • Travis J Brown CFA (President)
  • Jonathan F Wallace CFA CAIA (Vice President)

People named in this filing

  • Charles H Kard CFA CFP (Director)
  • Kari A Baer CFA CFP (Director)
  • Jeffrey J Walker CFA (Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

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.

What it reported doing in 2024

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.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 82
  • Sustainability: 34
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -36.2%; rating input score 3; 3rd percentile among comparable filings
  • Total-asset coverage ratio: 2.33; rating input score 84; 84th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 4.4% per year; rating input score 100; 45th percentile among comparable filings
  • Asset growth: 8.4% per year; rating input score 100; 56th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 11 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 3/100.