ACADEMY OF CERTIFIED PORTFOLIO MANAGERS

EIN: 272200721 501(c)(3) Education

EASTLAKE, CO

Total Revenue
$407,504
Total Expenses
$334,815
Total Assets
$243,769
Net Assets
$158,379
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
CO
Principal Officer
HARVEY SNIDER
Phone
2158877660
Tax Period
2024-01-01 to 2024-12-31

ACADEMY OF CERTIFIED PORTFOLIO MANAGERS, founded in 2010, is a small nonprofit in the Education sector that reported $408K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $73K, a strong 18% operating margin.

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.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $140,368
Program Service Revenue $267,136
Investment Income $0
Other Revenue $0
TOTAL REVENUE $407,504

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $179,571
Other Expenses $334,815
TOTAL EXPENSES $334,815

Year-over-Year Comparison

2024 2023 Change
Revenue $407,504 $478,100 -0.1%
Expenses $334,815 $525,524 -0.4%
Net Income $72,689 $-47,424 -2.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
12
Independent Members
12
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
3
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HADI DURALI DIRECTOR N/A
Director
$0 $0 $0
BILL RICE III TREASURER N/A
Officer Director
$0 $0 $0
WILLIAM LEWIS JR DIRECTOR N/A
Director
$0 $0 $0
COREY MAY DIRECTOR N/A
Director
$0 $0 $0
PATRICK MCFADDEN PAST PRESIDE N/A
Officer Director
$0 $0 $0
ANN MCNAUGHTON DIRECTOR N/A
Director
$0 $0 $0
SHAWN MOORE DIRECTOR N/A
Director
$0 $0 $0
FRANK ROS DIRECTOR N/A
Director
$0 $0 $0
HARVEY SNIDER PRESIDENT N/A
Officer Director
$0 $0 $0
ANTHONY VALENTE DIRECTOR N/A
Director
$0 $0 $0
DAVID VILLALOBOS DIRECTOR N/A
Director
$0 $0 $0
LINDA WEITZ-STONE CHIEF INFO O 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
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
Explore More Nonprofits
→Top 100 Nonprofits in Colorado →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare ACADEMY OF CERTIFIED PORTFOLIO MANAGERS with other nonprofits in Colorado and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.