Academy Of Certified Portfolio Managers
EIN: 272200721 · Eastlake, CO · NTEE: B90
| Metric | Value |
|---|---|
| Total Revenue | $408K |
| Total Expenses | $526K |
| Net Assets | $86K |
Is Academy Of Certified Portfolio Managers Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Academy Of Certified Portfolio Managers
Academy Of Certified Portfolio Managers (EIN: 272200721) is a nonprofit organization based in Eastlake, CO, classified under NTEE code B90. The organization reported total revenue of $408K and total assets of $244K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Academy Of Certified Portfolio Managers's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Academy Of Certified Portfolio Managers is a small nonprofit that has been operating for 16 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 16.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $478K |
| Total Expenses | $526K |
| Surplus / Deficit | $-47,424 |
| Total Assets | $168K |
| Total Liabilities | $82K |
| Net Assets | $86K |
| Operating Margin | -9.9% |
| Debt-to-Asset Ratio | 49.0% |
| Months of Reserves | 3.8 months |
Financial Health Grade: B
In 2023, Academy Of Certified Portfolio Managers reported a deficit of $47K with expenses exceeding revenue, holds 3.8 months of operating reserves (adequate), has a debt-to-asset ratio of 49.0% (moderate leverage).
Financial Trends
Over 13 years of filings (2011–2023), Academy Of Certified Portfolio Managers's revenue has grown at a compound annual growth rate (CAGR) of 16.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +7.0% | +34.1% | -24.4% |
| 2022 | +15.5% | +2.4% | +27.6% |
| 2021 | +149.4% | +206.8% | +5.7% |
| 2020 | -73.0% | -77.6% | +34.6% |
| 2019 | -5.3% | +6.3% | +41.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2010 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Academy Of Certified Portfolio Managers has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Academy Of Certified Portfolio Managers with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $47K, with expenses exceeding revenue.
- Debt-to-asset ratio: 49.0%.
Frequently Asked Questions about Academy Of Certified Portfolio Managers
Is Academy Of Certified Portfolio Managers a legitimate charity?
Academy Of Certified Portfolio Managers (EIN: 272200721) is a registered tax-exempt nonprofit based in Colorado. It has 13 years of IRS 990 filings on record. Total revenue: $408K. No red flags identified. Financial health grade: B.
How does Academy Of Certified Portfolio Managers spend its money?
Academy Of Certified Portfolio Managers reported $408K in total revenue in IRS 990 filings. 13 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Academy Of Certified Portfolio Managers tax-deductible?
Academy Of Certified Portfolio Managers is registered as a tax-exempt nonprofit (EIN: 272200721). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Academy Of Certified Portfolio Managers located?
Academy Of Certified Portfolio Managers is headquartered in Eastlake, Colorado and files with the IRS under EIN 272200721. It is classified under NTEE code B90.
How many years of IRS 990 filings does Academy Of Certified Portfolio Managers have?
Academy Of Certified Portfolio Managers has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $408K in total revenue.
Filing History
IRS 990 filing history for Academy Of Certified Portfolio Managers showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Academy Of Certified Portfolio Managers's revenue has grown by 491.2%, moving from $81K to $478K. Total assets decreased by 73.2% over the same period, from $627K to $168K. Total functional expenses rose by 263.9%, from $144K to $526K. In its most recent filing year (2023), Academy Of Certified Portfolio Managers reported a deficit of $47K, with expenses exceeding revenue. The organization holds $82K in liabilities against $168K in assets (debt-to-asset ratio: 49.0%), resulting in net assets of $86K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $478K | $526K | $168K | $82K | — | — |
| 2022 | $447K | $392K | $222K | $89K | — | — |
| 2021 | $387K | $383K | $174K | $96K | — | View 990 |
| 2020 | $155K | $125K | $165K | $91K | — | View 990 |
| 2019 | $575K | $556K | $123K | $79K | — | View 990 |
| 2018 | $607K | $523K | $87K | $62K | — | View 990 |
| 2017 | $580K | $571K | $15K | $74K | — | — |
| 2016 | $514K | $554K | $93K | $162K | — | View 990 |
| 2015 | $306K | $539K | $74K | $103K | — | View 990 |
| 2014 | $367K | $465K | $252K | $49K | — | View 990 |
| 2013 | $569K | $543K | $326K | $24K | — | View 990 |
| 2012 | $1.1M | $707K | $280K | $4K | — | View 990 |
| 2011 | $81K | $144K | $627K | $706K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $478K, expenses of $526K, and assets of $168K (revenue +7.0% year-over-year).
- 2022: Revenue of $447K, expenses of $392K, and assets of $222K (revenue +15.5% year-over-year).
- 2021: Revenue of $387K, expenses of $383K, and assets of $174K (revenue +149.4% year-over-year).
- 2020: Revenue of $155K, expenses of $125K, and assets of $165K (revenue -73.0% year-over-year).
- 2019: Revenue of $575K, expenses of $556K, and assets of $123K (revenue -5.3% year-over-year).
- 2018: Revenue of $607K, expenses of $523K, and assets of $87K (revenue +4.6% year-over-year).
- 2017: Revenue of $580K, expenses of $571K, and assets of $15K (revenue +12.8% year-over-year).
- 2016: Revenue of $514K, expenses of $554K, and assets of $93K (revenue +68.1% year-over-year).
- 2015: Revenue of $306K, expenses of $539K, and assets of $74K (revenue -16.7% year-over-year).
- 2014: Revenue of $367K, expenses of $465K, and assets of $252K (revenue -35.5% year-over-year).
- 2013: Revenue of $569K, expenses of $543K, and assets of $326K (revenue -46.4% year-over-year).
- 2012: Revenue of $1.1M, expenses of $707K, and assets of $280K (revenue +1211.6% year-over-year).
- 2011: Revenue of $81K, expenses of $144K, and assets of $627K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Academy Of Certified Portfolio Managers:
Data Sources and Methodology
This transparency report for Academy Of Certified Portfolio Managers is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.