ACADEMY OF CERTIFIED PORTFOLIO MAN… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

SHAWN MOORE

Phone

2158877660

Tax Period

2025-01-01 to 2025-12-31

ACADEMY OF CERTIFIED PORTFOLIO MANAGERS, founded in 2010, is a small nonprofit in the Education sector that reported $306K in total revenue in fiscal year 2025. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $377K exceeded revenue, resulting in a 23% operating deficit.

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.

Program Service Accomplishments

Program 1

Expenses: $225,398

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $140,682

Program Service Revenue $165,666

Investment Income $0

Other Revenue $0

TOTAL REVENUE $306,348

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $225,398

Other Expenses $377,414

TOTAL EXPENSES $377,414

Year-over-Year Comparison

	2025	2024	Change
Revenue	$306,348	$407,504	-0.2%
Expenses	$377,414	$334,815	+0.1%
Net Income	$-71,066	$72,689	-2.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HADI DURALI	DIRECTOR	N/A	Director	$0	$0	$0
STEVEN M EARLE	DIRECTOR	N/A	Director	$0	$0	$0
BILL RICE III	TREASURER	N/A	Officer Director	$0	$0	$0
SHAWN MOORE	PRESIDENT	N/A	Officer Director	$0	$0	$0
HARVEY SNIDER	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
LINDA WEITZ-STONE	CHIEF INFO O	N/A	Director	$0	$0	$0
ERIN WILLIAMS	DIRECTOR	N/A	Director	$0	$0	$0
DAN YOUNG	DIRECTOR	N/A	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$306,348	$377,414	$183,208	$-71,066
2024	$407,504	$334,815	$243,769	$72,689
2023	$478,100	$525,524	$168,140	$-47,424
2022	$446,904	$391,925	$222,308	$54,979
2021	$386,945	$382,572	$174,235	$4,373
2020	$155,150	$124,694	$164,917	$30,456
2019	$574,702	$556,051	$122,506	$18,651
2018	$606,940	$523,217	$86,755	$83,723

ACADEMY OF CERTIFIED PORTFOLIO MANAGERS