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ACADEMY OF CERTIFIED PORTFOLIO MANAGERS

EASTLAKE, Colorado, 80614

EIN: 27-2200721

Educational Institutions and Related Activities

DEMOGRAPHIC

ADDRESS
PO BOX 275
80614
COUNTY
adams county, CO
IN CARE OF NAME
ROBERTA J BOURN

ORGANIZATIONAL OVERVIEW & RANKINGS

ACADEMY OF CERTIFIED PORTFOLIO MANAGERS is a based in EASTLAKE, CO, focused on Educational Institutions and Related Activities causes , specifically Educational Services and Schools - Other. Established in August 2010, it operates as an independent corporation and contributions to this organization are tax-deductible .

With total assets of $222,308.00, this ranks 394,595 among 2,656,690 nonprofits nationally (Top 15%), demonstrating significant financial capacity relative to its peers. At the state level, it stands at 7,905 out of 51,563 organizations in CO (Top 16%).

In adams county, CO, the organization ranks 281 out of 2,366 nonprofits by assets (Top 12%), while locally in eastlake, it stands at 7 among 48 organizations (Top 7%).

The organization reported annual revenue of $446,904.00, ranking 194,422 nationally (Top 8%) and 4,418 in CO (Top 9%).

Within its specific NTEE classification (B90 - B: Educational Institutions and Related Activities), which includes 26,661 similar organizations, ACADEMY OF CERTIFIED PORTFOLIO MANAGERS ranks 2,395 in assets (Top 9%) and 1,661 in revenue (Top 7%).

The organization files a 990 (all other) or 990EZ return and operates on a November fiscal year.

CLASSIFICATION

ORGANIZATION CODE
1: Corporation
DEDUCTIBILITY CODE
1: Contributions are deductible
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
ACTIVITY CODES
N/A
NTEE COMMON CODE
B: Educational Institutions and Related Activities
NTEE CODE
B90: Educational Services and Schools - Other
FOUNDATION CODE
16: Organization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes. 509(a)(2)
EXEMPT ORGANIZATION STATUS CODE
N/A

FINANCIALS

TAX PERIOD
12/2022
ACCOUNTING PERIOD
12
INCOME CODE
4: $100,000 to $499,999
INCOME AMOUNT
$446,904.00
FORM 990 REVENUE AMOUNT
$446,904.00
RULING DATE
08/2010
ASSET CODE
4: $100,000 to $499,999
ASSET AMOUNT
$222,308.00
FILING REQUIREMENT CODE
990 (all other) or 990EZ return
PF FILING REQUIREMENT CODE
No 990-PF return

Disclaimer: While we are confident of the accuracy of the information on this page, we encourage you verify the information directly with IRS. The IRS has a toll-free number for this at 1-877-829-5500 or visit www.irs.gov.

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