AUMdb

Florida Institute Of Certified Public Accountants

EIN 590578470 · 501(c)(6) · Public charity · Orlando, FL · recognized 1943

Assets
$25.4M
Revenue
$8.7M
Expenses
$7.9M
Investment income
$701K

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.

Contractor Services Compensation
Unleashed Technologies Website development $152,050
The Florida Bar Edu co-sponsor $134,655
Surgent Edu service provider $102,491

Officers & directors

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

Name Title Compensation Other
Shelly Weir President/ceo $384,383 $39,738
Carrie Summerlin Chief growth & innovat officer $211,736 $17,410
Kristin High Chief financial officer $151,998 $25,395
Paul Brown Vp of prof & tech standards $149,111 $33,152
Ivey Rose Smith Vp of membership $119,212 $36,155
Jason Harrell Chief external affairs officer $74,916 $697
Justin Thames Chief external affairs officer $24,357 $1,017
Amy Kistka Director $0 $0
Karen Lake Director $0 $0
Robert Maya Member-at-large $0 $0
Graeme Mellet Member-at-large $0 $0
Chris Oatis Director $0 $0
Mindy Rankin Director $0 $0
Heber Rojas Member-at-large $0 $0
Brion Sharpe Director $0 $0
Jesus Socorro Director $0 $0
Christopher Stemley Member-at-large $0 $0
Alexander Sueiro Member-at-large $0 $0
Cheri Swain Member-at-large $0 $0
Alex Welsh Member-at-large $0 $0
Aharon Yoki Member-at-large $0 $0
Dana Zukierski Member-at-large $0 $0
Jennifer Keller Director $0 $0
Tarsha Jacobs Member-at-large $0 $0
Elizabeth Jackson Bod liaison $0 $0
Kathryn Horton Director $0 $0
Anne Marie Hicks Member-at-large $0 $0
Carlos Grosmann Member-at-large $0 $0
Peter Golotko Member-at-large $0 $0
Adam Gay Member-at-large $0 $0
Ashley Fagan Member-at-large $0 $0
Adam Daniels Member-at-large $0 $0
Jessica Bormey Member-at-large $0 $0
Kristin Bivona Past chair - current $0 $0
Eduardo Duarte Chair-elect $0 $0
Key O'keefe Chair $0 $0