Nonprofit · EIN 27-2200721
ACADEMY OF CERTIFIED PORTFOLIO MANAGERS
Tax-exempt · EASTLAKE, CO 80614
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $306,348 | $377,414 | -$71,066 | $183,208 | $95,895 | $87,313 |
| December 31, 2024 | 990 | $407,504 | $334,815 | $72,689 | $243,769 | $85,390 | $158,379 |
| December 31, 2023 | 990 | $478,100 | $525,524 | -$47,424 | $168,140 | $82,450 | $85,690 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $140,682
- Membership dues
- $140,682
- Program service revenue
- $165,666
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $825
- Program services (functional)
- $225,398
- Management and general (functional)
- $152,016
Balance sheet and other
- Total assets, start of year
- $243,769
- Total assets, end of year
- $183,208
- Total liabilities, end of year
- $95,895
- Net assets, end of year
- $87,313
- Net assets without donor restrictions
- $87,313
- Gross receipts
- $306,348
- Employees
- 0
- Year formed
- 2010
- State of legal domicile
- CO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HADI DURALI | DIRECTOR Trustee or director | – | $0 |
| STEVEN M EARLE | DIRECTOR Trustee or director | – | $0 |
| BILL RICE III | TREASURER Trustee or director, Officer | – | $0 |
| SHAWN MOORE | PRESIDENT Trustee or director, Officer | – | $0 |
| HARVEY SNIDER | PAST PRESIDE Trustee or director, Officer | – | $0 |
| LINDA WEITZ-STONE | CHIEF INFO O Trustee or director | – | $0 |
| ERIN WILLIAMS | DIRECTOR Trustee or director | – | $0 |
| DAN YOUNG | DIRECTOR Trustee or director | – | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HADI DURALI | DIRECTOR Trustee or director | – | $0 |
| BILL RICE III | TREASURER Trustee or director, Officer | – | $0 |
| WILLIAM LEWIS JR | DIRECTOR Trustee or director | – | $0 |
| COREY MAY | DIRECTOR Trustee or director | – | $0 |
| PATRICK MCFADDEN | PAST PRESIDE Trustee or director, Officer | – | $0 |
| ANN MCNAUGHTON | DIRECTOR Trustee or director | – | $0 |
| SHAWN MOORE | DIRECTOR Trustee or director | – | $0 |
| FRANK ROS | DIRECTOR Trustee or director | – | $0 |
| HARVEY SNIDER | PRESIDENT Trustee or director, Officer | – | $0 |
| ANTHONY VALENTE | DIRECTOR Trustee or director | – | $0 |
| DAVID VILLALOBOS | DIRECTOR Trustee or director | – | $0 |
| LINDA WEITZ-STONE | CHIEF INFO O Trustee or director | – | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HADI DURALI | DIRECTOR Trustee or director | – | $0 |
| BILL RICE III | TREASURER Trustee or director | – | $0 |
| WILLIAM LEWIS JR | DIRECTOR Trustee or director | – | $0 |
| COREY MAY | DIRECTOR Trustee or director | – | $0 |
| PATRICK MCFADDEN | PAST PRESIDE Trustee or director, Officer | – | $0 |
| ANN MCNAUGHTON | DIRECTOR Trustee or director | – | $0 |
| SHAWN MOORE | DIRECTOR Trustee or director | – | $0 |
| ANTHONY VALENTE | DIRECTOR Trustee or director | – | $0 |
| DAVID VILLALOBOS | DIRECTOR Trustee or director | – | $0 |
| LINDA WEITZ-STONE | CHIEF INFO O Trustee or director | – | $0 |
| FRANK ROS | DIRECTOR Officer | – | $0 |
| HARVEY SNIDER | PRESIDENT Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 275, EASTLAKE, CO 80614-0275
- In care of
- % ROBERTA J BOURN
- Principal officer (990 for 2025)
- SHAWN MOORE, 300 CRESCENT COURT, DALLAS, TX 75201
- Signed the 990
- SHAWN MOORE, PRESIDENT
- Phone
- (215) 887-7660
- Website
- WWW.ACADEMYOFCPM.ORG
- Return prepared by
- J K DAHL PC CPA
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 accomplishments
- 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.Expenses $225,398
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-2200721
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B90)
- Assets (IRS master file)
- $183,208
- Income (IRS master file)
- $306,348
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $306,348 | $377,414 | $183,208 | XML |
| 990 | December 2024 | $407,504 | $334,815 | $243,769 | XML |
| 990 | December 2023 | $478,100 | $525,524 | $168,140 | XML |
| 990 | December 2022 | $446,904 | $391,925 | $222,308 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-2200721).
Questions about ACADEMY OF CERTIFIED PORTFOLIO MANAGERS
- What is the EIN of ACADEMY OF CERTIFIED PORTFOLIO MANAGERS?
- The employer identification number (EIN) of ACADEMY OF CERTIFIED PORTFOLIO MANAGERS is 27-2200721.
- Is ACADEMY OF CERTIFIED PORTFOLIO MANAGERS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to ACADEMY OF CERTIFIED PORTFOLIO MANAGERS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ACADEMY OF CERTIFIED PORTFOLIO MANAGERS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ACADEMY OF CERTIFIED PORTFOLIO MANAGERS due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ACADEMY OF CERTIFIED PORTFOLIO MANAGERS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ACADEMY OF CERTIFIED PORTFOLIO MANAGERS?
- The 990 for the year ended December 31, 2025 names SHAWN MOORE.
- Who are the officers and directors of ACADEMY OF CERTIFIED PORTFOLIO MANAGERS?
- The 990 for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does ACADEMY OF CERTIFIED PORTFOLIO MANAGERS have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $306,348, expenses of $377,414 and total assets of $183,208 at year end.
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