Civic Intelligence

Academy of Certified Portfolio

EIN 27-2200721 • 501(c)3 • Eastlake, CO

Profile

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.

P O Box 275Eastlake, CO 80614

www.academyofcpm.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.35x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.21x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

85th percentile

45%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

-15%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$243,769

Up $75,629 (+45%) from 2023

Liabilities

Up

$85,390

Up $2,940 (+3.6%) from 2023

Net Assets

Up

$158,379

Up $72,689 (+85%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin72nd percentile

Revenue

Down

$407,504

Down $70,596 (-15%) from 2023

Expenses

Down

$334,815

Down $190,709 (-36%) from 2023

Net Income

Up

$72,689

Up $120,113 (+253%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0-$200KAssets 2010: $416,575Liabilities 2010: $431,350Net Assets 2010: -$14,7752010Assets 2011: $627,182Liabilities 2011: $705,516Net Assets 2011: -$78,3342011Assets 2012: $279,558Liabilities 2012: $4,200Net Assets 2012: $275,3582012Assets 2013: $325,540Liabilities 2013: $24,000Net Assets 2013: $301,5402013Assets 2015: $73,799Liabilities 2015: $103,263Net Assets 2015: -$29,4642015Assets 2016: $93,080Liabilities 2016: $161,666Net Assets 2016: -$68,5862016Assets 2017: $15,365Liabilities 2017: $74,433Net Assets 2017: -$59,0682017Assets 2018: $86,755Liabilities 2018: $62,100Net Assets 2018: $24,6552018Assets 2019: $122,506Liabilities 2019: $79,200Net Assets 2019: $43,3062019Assets 2020: $164,917Liabilities 2020: $91,155Net Assets 2020: $73,7622020Assets 2021: $174,235Liabilities 2021: $96,100Net Assets 2021: $78,1352021Assets 2022: $222,308Liabilities 2022: $89,194Net Assets 2022: $133,1142022Assets 2023: $168,140Liabilities 2023: $82,450Net Assets 2023: $85,6902023Assets 2024: $243,769Liabilities 2024: $85,390Net Assets 2024: $158,3792024

Highlighted filing

2024

Assets$243,769
Liabilities$85,390
Net Assets$158,379
Open 2024 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $37,208Expenses 2010: $51,983Net Income 2010: -$14,7752010Expenses 2011: $144,4312011Expenses 2012: $707,0052012Revenue 2013: $569,062Expenses 2013: $542,880Net Income 2013: $26,1822013Revenue 2015: $305,960Expenses 2015: $538,922Net Income 2015: -$232,9622015Revenue 2016: $514,427Expenses 2016: $553,549Net Income 2016: -$39,1222016Revenue 2017: $580,125Expenses 2017: $570,607Net Income 2017: $9,5182017Revenue 2018: $606,940Expenses 2018: $523,217Net Income 2018: $83,7232018Revenue 2019: $574,702Expenses 2019: $556,051Net Income 2019: $18,6512019Revenue 2020: $155,150Expenses 2020: $124,694Net Income 2020: $30,4562020Revenue 2021: $386,945Expenses 2021: $382,572Net Income 2021: $4,3732021Revenue 2022: $446,904Expenses 2022: $391,925Net Income 2022: $54,9792022Revenue 2023: $478,100Expenses 2023: $525,524Net Income 2023: -$47,4242023Revenue 2024: $407,504Expenses 2024: $334,815Net Income 2024: $72,6892024

Highlighted filing

2024

Revenue$407,504
Expenses$334,815
Net Income$72,689
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$243,769
Liabilities
$85,390
Net assets
$158,379
Revenue
$407,504
Expenses
$334,815
Net income
$72,689
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.44$0.85$1.58$4.08$3.35$0.73
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.82$0.86$4.78$5.26$0.47
2022Detailed filing. Detailed filing data is available for this year.$2.22$0.89$1.33$4.47$3.92$0.55
2021Detailed filing. Detailed filing data is available for this year.$1.74$0.96$0.78$3.87$3.83$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.65$0.91$0.74$1.55$1.25$0.30
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.79$0.43$5.75$5.56$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.62$0.25$6.07$5.23$0.84
2017Detailed filing. Detailed filing data is available for this year.$0.15$0.74$0.59$5.80$5.71$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.93$1.62$0.69$5.14$5.54$0.39
2015Detailed filing. Detailed filing data is available for this year.$0.74$1.03$0.29$3.06$5.39$2.33
2013Detailed filing. Detailed filing data is available for this year.$3.26$0.24$3.02$5.69$5.43$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$0.04$2.75$7.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.27$7.06$0.78$1.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.17$4.31$0.15$0.37$0.52$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 1, 2025
Return Version
2024v5.0
Gross Receipts
$407,504
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$168,140$243,769▲ $75,629
Total Assets$168,140$243,769▲ $75,629
Liabilities
Deferred Revenue$82,450$85,390▲ $2,940
Total Liabilities$82,450$85,390▲ $2,940
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$85,690$158,379▲ $72,689
Total Net Assets Fund Balance$85,690$158,379▲ $72,689
Total Liabilities and Net Assets / Fund Balance$168,140$243,769▲ $75,629
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Harvey SniderPresident
Ann McnaughtonDirector
Anthony ValenteDirector
Corey MayDirector
David VillalobosDirector
Frank RosDirector
Hadi DuraliDirector
Shawn MooreDirector
William Lewis JrDirector
Linda Weitz-stoneChief Info O
Patrick McfaddenPast Preside
Bill Rice IiiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$140,368
Program Service Revenue
$267,136
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$72,689
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$334,815
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$179,571--$179,571
Fees for Services Management-$108,689-$108,689
Fees for Services Other-$17,500-$17,500
Advertising-$11,806-$11,806
Insurance-$2,170-$2,170
Fees for Services Accounting-$825-$825
Other Expenses-$799-$799
Travel-$440-$440
All Other Expenses-$372-$372
Office Expenses-$208-$208
Total Functional Expenses$179,571$155,244$0$334,815
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of the 990 is made available to the board prior to finalizing.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Academy of Certified Portfolio
EIN
27-2200721
Phone
2158877660
Address
P O BOX 275, EASTLAKE, CO 80614

Signing Officer

Name
Harvey Snider
Title
President
Phone
2158877660
Signed
2025-03-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harvey Snider
Formed
2010
Legal Domicile
Co
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
J K Dahl Pc CPA
Address
7200 S ALTON WAY STE A280, CENTENNIAL, CO 80112
Preparer
J Kerstan Dahl
Phone
3037907900
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Raw XML Appendix347 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ESTABLISH 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE 990 IS MADE AVAILABLE TO THE BOARD PRIOR TO FINALIZING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0HARVEY SNIDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02158877660
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ACADEMY OF CERTIFIED PORTFOLIO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MANAGERS
ReturnHeader/Filer/BusinessNameControlTxt0ACAD
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ReturnHeader/Filer/PhoneNum02158877660
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800527020
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J K DAHL PC CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07200 S ALTON WAY STE A280
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CENTENNIAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080112
ReturnHeader/PreparerPersonGrp/PhoneNum03037907900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J KERSTAN DAHL
ReturnHeader/ReturnTs02025-05-27T16:32:21-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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