Mission
Enhance the success of our members and lead our local financial community by promoting the highest standards of ethics, education and professional excellence.
Small Public Charity
CFA Tampa Bay Inc co Ideas Inc
CFA Tampa Bay Inc co Ideas Inc is a Small Public Charity headquartered in Tampa, FL. Financial data from the 2025 filing: $107K revenue, $145K expenses, $338K total assets. 8 publicly reported grants to this organization, totaling roughly $456K, appear in IRS filings.
EIN: 510669210
Tampa, FL
Latest filing: 2025
Total Revenue$107K
Total Expenses$145K
Total Assets$338K
Grant Records8
Funding Total$456K
Filing Years2021–2025
Sample Grants Received
GEN SUPPORT
$38,773
GEN SUPPORT
$54,569
GEN SUPPORT
$72,495
GEN SUPPORT
$79,608
GEN SUPPORT
$79,611
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
Director
Charles H Kard Cfa Cfp
Director
Gail J Neujahr Cfa
Director
Gaole Leo Chen Phd
Director
Jeffrey J Walker Cfa
Vice President
Jonathan F Wallace Cfa Caia
Director
Kari A Baer Cfa Cfp
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $107K | $145K | $338K |
| 2024 | $116K | $127K | $387K |
| 2023 | $119K | $91K | $398K |
| 2022 | $129K | $106K | $369K |
| 2021 | $144K | $51K | $346K |
Between 2021 and 2025, reported annual revenue declined from $144K to $107K (-26%), with total assets most recently reported at $338K.
Interactive year-over-year charts and full filing details available with membership.