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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Education Academy of Certified Portfolio Managers

Academy of Certified Portfolio Managers

Fiscal year ending 2024. Filed on May 27, 2025.

P O Box 275
Suite 240
Eastlake, Colorado 80614

Academy of Certified Portfolio Managers (EIN: 27-2200721) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2024 IRS Form 990 filing, Academy of Certified Portfolio Managers, a 501(c)(3) charitable organization, reported compensation for 0 out of 0 total employees.

Revenue, expenses, and employee compensation

Revenue

$407,504

Expenses

$334,815

Employee compensation

$0
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

No compensated employees were reported for this year (employee data available for 2023, 2022, 2021, 2020, 2019).

Non-Employee Board Members

Ann McNaughton
Director
Anthony Valente
Director
Bill Rice III
Treasurer
Corey May
Director
David Villalobos
Director
Frank Ros
Director
Hadi Durali
Director
Harvey Snider
President
Linda Weitz-Stone
Chief INFO O
Patrick McFadden
Former President
Shawn Moore
Director
William Lewis Jr
Director

Mission Statement

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.

Revisions to this organization profile

May 27, 2025:
2024 Academy of Certified Portfolio Managers 990 filed
November 14, 2024:
2023 Academy of Certified Portfolio Managers 990 filed
July 20, 2023:
2022 Academy of Certified Portfolio Managers 990 filed

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