PROPUBLICA Fearless Reporting for an Informed Society — Join Us.
DONATE
Skip to content
ProPublica Donate
ProPublica Donate

Academy Of Certified Portfolio Managers

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Educational Services and Schools - Other (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$478k (2023)

Expenses
$526k (2023)

Total Assets
$168k (2023)

Total Liabilities
$82.5k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$478,100
Expenses
$525,524
Net Income
-$47,424
Net Assets
$85,690
Notable Sources of Revenue Percent of Total Revenue
Contributions $141,380
29.6%
Program Services $336,720
70.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $168,140
Total Liabilities $82,450
Net Assets $85,690
Compensation
Key Employees and Officers Compensation Related Other
Hadi Durali (Director) $0 $0 $0
Bill Rice Iii (Treasurer) $0 $0 $0
William Lewis Jr (Director) $0 $0 $0
Corey May (Director) $0 $0 $0
Patrick Mcfadden (Past Preside) $0 $0 $0
Ann Mcnaughton (Director) $0 $0 $0
Shawn Moore (Director) $0 $0 $0
Anthony Valente (Director) $0 $0 $0
David Villalobos (Director) $0 $0 $0
Linda Weitz Stone (Chief Info O) $0 $0 $0
Frank Ros (Director) $0 $0 $0
Harvey Snider (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$446,904
Expenses
$391,925
Net Income
$54,979
Net Assets
$133,114
Notable Sources of Revenue Percent of Total Revenue
Contributions $151,250
33.8%
Program Services $295,654
66.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $222,308
Total Liabilities $89,194
Net Assets $133,114
Compensation
Key Employees and Officers Compensation Related Other
Paul Ganun (Director) $0 $0 $0
Bill Rice Iii (Director) $0 $0 $0
William Lewis Jr (Director) $0 $0 $0
Corey May (Director) $0 $0 $0
Patrick Mcfadden (Treasurer) $0 $0 $0
Ann Mcnaughton (Director) $0 $0 $0
Kelly Rushing (Director) $0 $0 $0
Anthony Valente (Director) $0 $0 $0
Linda Weitz Stone (Director) $0 $0 $0
Timothy Lynch (Vice Preside) $0 $0 $0
Harvey Snider (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$386,945
Expenses
$382,572
Net Income
$4,373
Net Assets
$78,135
Notable Sources of Revenue Percent of Total Revenue
Contributions $126,705
32.7%
Program Services $260,240
67.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $174,235
Total Liabilities $96,100
Net Assets $78,135
Compensation
Key Employees and Officers Compensation Related Other
Allen Canete (Director) $0 $0 $0
Chris Doran (Director) $0 $0 $0
Bill Rice Iii (Director) $0 $0 $0
William Lewis Jr (Director) $0 $0 $0
Randall C May (Director) $0 $0 $0
Patrick Mcfadden (Treasurer) $0 $0 $0
Cal Perez (Director) $0 $0 $0
Frank Di Rocco (Director) $0 $0 $0
Kelly Rushing (Director) $0 $0 $0
Linda Weitz Stone (Director) $0 $0 $0
Timothy Lynch (Vice Preside) $0 $0 $0
Harvey Snider (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$155,150
Expenses
$124,694
Net Income
$30,456
Net Assets
$73,762
Notable Sources of Revenue Percent of Total Revenue
Contributions $108,600
70.0%
Program Services $46,550
30.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $164,917
Total Liabilities $91,155
Net Assets $73,762
Compensation
Key Employees and Officers Compensation Related Other
Allen Canete (Director) $0 $0 $0
Chris Doran (Director) $0 $0 $0
William Lewis Jr (Director) $0 $0 $0
Stephen Laddy (Director) $0 $0 $0
Patrick Mcfadden (President) $0 $0 $0
Cal Perez (Director) $0 $0 $0
Frank Di Rocco (Director) $0 $0 $0
Kelly Rushing (Director) $0 $0 $0
Travis Tucker (Director) $0 $0 $0
Linda Weitz Stone (Director) $0 $0 $0
Timothy Lynch (Vice Preside) $0 $0 $0
Harvey Snider (President El) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$574,702
Expenses
$556,051
Net Income
$18,651
Net Assets
$43,306
Notable Sources of Revenue Percent of Total Revenue
Contributions $97,900
17.0%
Program Services $476,802
83.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $122,506
Total Liabilities $79,200
Net Assets $43,306
Compensation
Key Employees and Officers Compensation Related Other
Allen Canete (Director) $0 $0 $0
Chris Doran (Director) $0 $0 $0
Travis Frayard (Director) $0 $0 $0
Mick Graham (Director) $0 $0 $0
William Lewis Jr (Director) $0 $0 $0
Stephen Laddy (Director) $0 $0 $0
Patrick Mcfadden (President) $0 $0 $0
Cal Perez (Director) $0 $0 $0
Frank Di Rocco (Director) $0 $0 $0
Kelly Rushing (Director) $0 $0 $0
Travis Tucker (Director) $0 $0 $0
Linda Weitz Stone (Director) $0 $0 $0
Timothy Lynch (Vice Preside) $0 $0 $0
Harvey Snider (President El) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$606,940
Expenses
$523,217
Net Income
$83,723
Net Assets
$24,655
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $606,881
100.0%
Investment Income $59
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $86,755
Total Liabilities $62,100
Net Assets $24,655
Compensation
Key Employees and Officers Compensation Related Other
Travis Frayard (Director) $0 $0 $0
Timothy Lynch (Secretary) $0 $0 $0
Harvey Snider (Director) $0 $0 $0
Robert Brooks (Director) $0 $0 $0
Frank Di Rocco (Director) $0 $0 $0
Allen Canete (Director) $0 $0 $0
Patrick Mcfadden (President) $0 $0 $0
William Lewis Jr (Director) $0 $0 $0
Kelly Rushing (Director) $0 $0 $0
Travis Tucker (Director) $0 $0 $0
Linda Weitz Stone (Director) $0 $0 $0
William Collins (Vice Preside) $0 $0 $0
Mick Graham (Director) $0 $0 $0
Stephen Laddy (Director) $0 $0 $0
Cal Perez (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$580,125
Expenses
$570,607
Net Income
$9,518
Net Assets
-$59,068
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $580,101
100.0%
Investment Income $24
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,365
Total Liabilities $74,433
Net Assets -$59,068
Compensation
Key Employees and Officers Compensation Related Other
Michael Ross (Past Preside) $0 $0 $0
Timothy Lynch (Secretary) $0 $0 $0
Harvey Snider (Director) $0 $0 $0
Robert Brooks (Director) $0 $0 $0
Thomas Massey (Treasurer) $0 $0 $0
Allen Canete (Director) $0 $0 $0
Patrick Mcfadden (President) $0 $0 $0
William Lewis Jr (Director) $0 $0 $0
Kelly Rushing (Director) $0 $0 $0
Travis Tucker (Director) $0 $0 $0
Linda Weitz Stone (Director) $0 $0 $0
Williams Collins (Vice Preside) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$514,427
Expenses
$553,549
Net Income
-$39,122
Net Assets
-$68,586
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $514,409
100.0%
Investment Income $18
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $93,080
Total Liabilities $161,666
Net Assets -$68,586
Compensation
Key Employees and Officers Compensation Related Other
Michael Ross (President) $0 $0 $0
Timothy Lynch (Director) $0 $0 $0
Harvey Snider (Secretary) $0 $0 $0
Robert Brooks (Director) $0 $0 $0
Thomas Massey (Director) $0 $0 $0
William Collins (Director) $0 $0 $0
Patrick Mcfadden (Treasurer) $0 $0 $0
Ruth Blidar (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$305,960
Expenses
$538,922
Net Income
-$232,962
Net Assets
-$29,464
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $305,908
100.0%
Investment Income $52
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $73,799
Total Liabilities $103,263
Net Assets -$29,464
Compensation
Key Employees and Officers Compensation Related Other
Christine Mc Ginley (President) $0 $0 $0
Timothy Lynch (Vice President) $0 $0 $0
Harvey Snider (Secretary) $0 $0 $0
Teresa Jacobsen (Treasurer) $0 $0 $0
Karl Anderson (Director) $0 $0 $0
Robert Brooks (Director) $0 $0 $0
William Collins (Director) $0 $0 $0
Patrick Mc Fadden (Director) $0 $0 $0
Edward Moldaver (Director) $0 $0 $0
Jean Roccon Rohm (Director) $0 $0 $0
Robert Robbins (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$367,286
Expenses
$465,328
Net Income
-$98,042
Net Assets
$203,498
Notable Sources of Revenue Percent of Total Revenue
Contributions $75,400
20.5%
Program Services $291,825
79.5%
Investment Income $61
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $252,165
Total Liabilities $48,667
Net Assets $203,498

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$569,062
Expenses
$542,880
Net Income
$26,182
Net Assets
$301,540
Notable Sources of Revenue Percent of Total Revenue
Contributions $52,500
9.2%
Program Services $516,500
90.8%
Investment Income $62
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $325,540
Total Liabilities $24,000
Net Assets $301,540
Compensation
Key Employees and Officers Compensation Related Other
Michael Ross (President) $0 $0 $0
Karl Anderson (Director) $0 $0 $0
Harvey Snider (Secretary) $0 $0 $0
Victor Lam (Treasurer) $0 $0 $0
Rodney Che (Director) $0 $0 $0
Timothy Lynch (Director) $0 $0 $0
Patrick Mcfadden (Director) $0 $0 $0
Christine Mcginley (President El) $0 $0 $0
Edward Moldaver Co Imi (Director) $0 $0 $0
Jean Roccon Rohm (Director) $0 $0 $0
Robert Robbins (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,060,697
Expenses
$707,005
Net Income
$353,692
Net Assets
$275,358
Notable Sources of Revenue Percent of Total Revenue
Contributions $40,800
3.8%
Program Services $1,019,750
96.1%
Investment Income $147
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $43,044
6.1%
Assets/Debt
Total Assets $279,558
Total Liabilities $4,200
Net Assets $275,358

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$80,872
Expenses
$144,431
Net Income
-$63,559
Net Assets
-$78,334
Notable Sources of Revenue Percent of Total Revenue
Contributions $80,400
99.4%
Program Services $0
Investment Income $472
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $51,458
35.6%
Assets/Debt
Total Assets $627,182
Total Liabilities $705,516
Net Assets -$78,334

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »