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Employer Identification Number 27-2200721

Academy of Certified Portfolio Managers is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:Academy of Certified Portfolio Managers
Employer identification number (EIN):27-2200721
EIN Issuing AuthorityInternet
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code
State of IncorporationColorado, CO

Organization Overview

Mission StatementESTABLISH 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.
Number of Employees0
Year Formed2010

Organization Governance

Legal DomicileCO
Voting Members - Governing Body8
Voting Members - Independent8

Organization Financials

2022-12-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 260,240
Program Service Revenue from current yearUSD $ 295,654
Investment Income from current yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 446,904
Net assets / fund balances at end of fiscal yearUSD $ 133,114
Net assets / fund balances at beginning of fiscal yearUSD $ 78,135
Total liabilities at end of fiscal yearUSD $ 89,194
Total liabilities at beginning of fiscal yearUSD $ 96,100
Total assets at end of fiscal yearUSD $ 222,308
Total assets at beginning of fiscal yearUSD $ 174,235
Revenues less expenses for current yearUSD $ 54,979
Revenues less expenses for previous yearUSD $ 4,373
Total expenses for current yearUSD $ 391,925
Total expenses for previous yearUSD $ 382,572
Other expenses in current yearUSD $ 391,925
Other expenses in previous yearUSD $ 382,572
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 446,904
Total revenue in previous fiscal yearUSD $ 386,945
Contributions and grants from current yearUSD $ 151,250
Contributions and grants from previous yearUSD $ 126,705
Revenue from membership duesUSD $ 151,250
2021-12-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 46,550
Program Service Revenue from current yearUSD $ 260,240
Investment Income from current yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 386,945
Net assets / fund balances at end of fiscal yearUSD $ 78,135
Net assets / fund balances at beginning of fiscal yearUSD $ 73,762
Total liabilities at end of fiscal yearUSD $ 96,100
Total liabilities at beginning of fiscal yearUSD $ 91,155
Total assets at end of fiscal yearUSD $ 174,235
Total assets at beginning of fiscal yearUSD $ 164,917
Revenues less expenses for current yearUSD $ 4,373
Revenues less expenses for previous yearUSD $ 30,456
Total expenses for current yearUSD $ 382,572
Total expenses for previous yearUSD $ 124,694
Other expenses in current yearUSD $ 382,572
Other expenses in previous yearUSD $ 124,694
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 386,945
Total revenue in previous fiscal yearUSD $ 155,150
Contributions and grants from current yearUSD $ 126,705
Contributions and grants from previous yearUSD $ 108,600
Revenue from membership duesUSD $ 126,705
2020-12-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 476,802
Program Service Revenue from current yearUSD $ 46,550
Investment Income from current yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 155,150
Net assets / fund balances at end of fiscal yearUSD $ 73,762
Net assets / fund balances at beginning of fiscal yearUSD $ 43,306
Total liabilities at end of fiscal yearUSD $ 91,155
Total liabilities at beginning of fiscal yearUSD $ 79,200
Total assets at end of fiscal yearUSD $ 164,917
Total assets at beginning of fiscal yearUSD $ 122,506
Revenues less expenses for current yearUSD $ 30,456
Revenues less expenses for previous yearUSD $ 18,651
Total expenses for current yearUSD $ 124,694
Total expenses for previous yearUSD $ 556,051
Other expenses in current yearUSD $ 124,694
Other expenses in previous yearUSD $ 556,051
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 155,150
Total revenue in previous fiscal yearUSD $ 574,702
Contributions and grants from current yearUSD $ 108,600
Contributions and grants from previous yearUSD $ 97,900
Revenue from membership duesUSD $ 108,600
2019-12-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 606,881
Program Service Revenue from current yearUSD $ 476,802
Investment Income from prior yearUSD $ 59
Investment Income from current yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 574,702
Net assets / fund balances at end of fiscal yearUSD $ 43,306
Net assets / fund balances at beginning of fiscal yearUSD $ 24,655
Total liabilities at end of fiscal yearUSD $ 79,200
Total liabilities at beginning of fiscal yearUSD $ 62,100
Total assets at end of fiscal yearUSD $ 122,506
Total assets at beginning of fiscal yearUSD $ 86,755
Revenues less expenses for current yearUSD $ 18,651
Revenues less expenses for previous yearUSD $ 83,723
Total expenses for current yearUSD $ 556,051
Total expenses for previous yearUSD $ 523,217
Other expenses in current yearUSD $ 556,051
Other expenses in previous yearUSD $ 523,217
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 574,702
Total revenue in previous fiscal yearUSD $ 606,940
Contributions and grants from current yearUSD $ 97,900
Revenue from membership duesUSD $ 97,900
2018-12-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 580,101
Program Service Revenue from current yearUSD $ 606,881
Investment Income from prior yearUSD $ 24
Investment Income from current yearUSD $ 59
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 606,940
Net assets / fund balances at end of fiscal yearUSD $ 24,655
Net assets / fund balances at beginning of fiscal yearUSD $ -59,068
Total liabilities at end of fiscal yearUSD $ 62,100
Total liabilities at beginning of fiscal yearUSD $ 74,433
Total assets at end of fiscal yearUSD $ 86,755
Total assets at beginning of fiscal yearUSD $ 15,365
Revenues less expenses for current yearUSD $ 83,723
Revenues less expenses for previous yearUSD $ 9,518
Total expenses for current yearUSD $ 523,217
Total expenses for previous yearUSD $ 570,607
Other expenses in current yearUSD $ 523,217
Other expenses in previous yearUSD $ 570,607
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 606,940
Total revenue in previous fiscal yearUSD $ 580,125
Contributions and grants from current yearUSD $ 0
2017-12-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 514,409
Program Service Revenue from current yearUSD $ 580,101
Investment Income from prior yearUSD $ 18
Investment Income from current yearUSD $ 24
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 580,125
Net assets / fund balances at end of fiscal yearUSD $ -59,068
Net assets / fund balances at beginning of fiscal yearUSD $ -68,586
Total liabilities at end of fiscal yearUSD $ 74,433
Total liabilities at beginning of fiscal yearUSD $ 161,666
Total assets at end of fiscal yearUSD $ 15,365
Total assets at beginning of fiscal yearUSD $ 93,080
Revenues less expenses for current yearUSD $ 9,518
Revenues less expenses for previous yearUSD $ -39,122
Total expenses for current yearUSD $ 570,607
Total expenses for previous yearUSD $ 553,549
Other expenses in current yearUSD $ 570,607
Other expenses in previous yearUSD $ 553,549
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 580,125
Total revenue in previous fiscal yearUSD $ 514,427
Contributions and grants from current yearUSD $ 0
2016-12-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from current yearUSD $ 514,409
Investment Income from current yearUSD $ 18
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 514,427
Net assets / fund balances at end of fiscal yearUSD $ -68,586
Net assets / fund balances at beginning of fiscal yearUSD $ -29,464
Total liabilities at end of fiscal yearUSD $ 161,666
Total liabilities at beginning of fiscal yearUSD $ 103,263
Total assets at end of fiscal yearUSD $ 93,080
Total assets at beginning of fiscal yearUSD $ 73,799
Revenues less expenses for current yearUSD $ -39,122
Total expenses for current yearUSD $ 553,549
Other expenses in current yearUSD $ 553,549
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 514,427
Contributions and grants from current yearUSD $ 0
2015-12-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from current yearUSD $ 305,908
Investment Income from current yearUSD $ 52
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 305,960
Net assets / fund balances at end of fiscal yearUSD $ -29,464
Net assets / fund balances at beginning of fiscal yearUSD $ 203,498
Total liabilities at end of fiscal yearUSD $ 103,263
Total liabilities at beginning of fiscal yearUSD $ 48,667
Total assets at end of fiscal yearUSD $ 73,799
Total assets at beginning of fiscal yearUSD $ 252,165
Revenues less expenses for current yearUSD $ -232,962
Total expenses for current yearUSD $ 538,922
Other expenses in current yearUSD $ 538,922
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 305,960
Contributions and grants from current yearUSD $ 0
Total of other revenueUSD $ 0

Other Company Names associated with EIN

ACADEMY OF CERTIFIED PORTFOLIO MANA
ACADEMY OF CERTIFIED PORTFOLIO

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 272200721

USA Mailing Address
3030 W 81st Avenue
Westmister
CO
80031
Date first seen: 2007-01-01
Date last seen: 2024-02-29
USA Mailing Address
12011 TEJON STREET
WESTMISTER
CO
80234
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Mailing Address
P O BOX 275
EASTLAKE
CO
80614
Date first seen: 2008-01-01
Date last seen: 2023-12-31
USA Mailing Address
P O Box 1322
New York
NY
10025
Date first seen: 2007-01-01
Date last seen: 2024-04-30
USA Mailing Address
P O BOX 1322
NEW YORK
NY
100251322
Date first seen: 2017-05-15
Date last seen: 2017-05-15

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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