Academy of Certified Portfolio Managers

Analysis

Academy of Certified Portfolio Managers is a registered charity in United States, based in Eastlake, CO. It received its IRS tax-exemption ruling in August 2010, 16 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Academy of Certified Portfolio Managers reported income of $478k and spending of $526k, spending 110% of what it took in. Across the 5 years on record, from December 2019 to December 2023, income fell from $575k to $478k (-17%), an average of -4.5% a year. The sharpest change came in the year to December 2021, when income rose by 149%. Over the whole period it spent 97% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Academy of Certified Portfolio Managers sits at the 67th percentile: it is larger than about 67% of them. Against every charity in United States with reported income it ranks in the 69th percentile, and in the 67th percentile within CO. Charities of a similar size with the same main cause include Cool Islam Corporation ($478k), Norfield Childrens Center Inc ($478k) and Maine Resilience Building Network ($478k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 30% and program service revenue 70% of the total. At year end it held assets of $168k against liabilities of $82k, net assets of $86k.