NonprofitsAcademy Of Certified Portfolio Managers

Education

Academy Of Certified Portfolio Managers

EASTLAKE, CO

Total revenue

$408K

Total expenses

$335K

Net assets

$158K

Grants received

EIN

272200721

Tax year

2024

Mission

Establish academic instructional criteria and testing standards required to earn the certified portfolio manager designation and establish the continuing education requirements for the maintenance of the cpm designation.

Financials

FY 2024

Revenue

Contributions & grants$140K
Program service revenue$267K
Investment income
Other revenue
Total revenue$408K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$335K
Total expenses$335K
Total assets$244K
Net assets$158K

People

12 listed

NameRoleCompensation

HADI DURALI

DIRECTOR

Board

BILL RICE III

TREASURER

Board

WILLIAM LEWIS JR

DIRECTOR

Board

COREY MAY

DIRECTOR

Board

PATRICK MCFADDEN

PAST PRESIDE

Board

ANN MCNAUGHTON

DIRECTOR

Board

SHAWN MOORE

DIRECTOR

Board

FRANK ROS

DIRECTOR

Board

HARVEY SNIDER

PRESIDENT

Board

ANTHONY VALENTE

DIRECTOR

Board

DAVID VILLALOBOS

DIRECTOR

Board

LINDA WEITZ-STONE

CHIEF INFO O

Board

Details

EIN272200721
NTEE codeB90
Subsection03
Ruling date2010-08
Formed2010
Employees0
ACADEMY OF CERTIFIED PORTFOLIO MANAGERS — Mission, Financials & Grants Received | Grantivo