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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.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$407.5K
Program Spending
54%
of total expenses go to program services
Total Contributions
$140.4K
Total Expenses
▼$334.8K
Total Assets
$243.8K
Total Liabilities
▼$85.4K
Net Assets
$158.4K
Officer Compensation
→N/A
Other Salaries
N/A
Investment Income
$0
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $407.5K | $140.4K | $334.8K | $243.8K | $158.4K |
| 2023 | $478.1K | $141.4K | $525.5K | $168.1K | $85.7K |
| 2022 | $446.9K | $151.3K | $391.9K | $222.3K | $133.1K |
| 2021 | $386.9K | $126.7K |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Bill Rice Iii | Treasurer | — | $0 | $0 | $0 | $0 |
| Patrick Mcfadden | Past Preside | — | $0 | $0 | $0 | $0 |
| Harvey Snider | President | — | $0 | $0 | $0 | $0 |
Bill Rice Iii
Treasurer
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Patrick Mcfadden
Past Preside
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Harvey Snider
President
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Ann Mcnaughton | Director | — | $0 | $0 | $0 | $0 |
| Anthony Valente | Director | — | $0 | $0 | $0 | $0 |
| Corey May | Director | — | $0 | $0 | $0 | $0 |
| David Villalobos | Director | — | $0 | $0 | $0 | $0 |
| Frank Ros | Director | — | $0 | $0 | $0 | $0 |
| Hadi Durali | Director | — |
Ann Mcnaughton
Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Anthony Valente
Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Corey May
Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
| $382.6K |
| $174.2K |
| $78.1K |
| 2020 | $155.2K | $108.6K | $124.7K | $164.9K | $73.8K |
| 2019 | $574.7K | $97.9K | $556.1K | $122.5K | $43.3K |
| 2018 | $606.9K | $0 | $523.2K | $86.8K | $24.7K |
| 2017 | $580.1K | $0 | $570.6K | $15.4K | -$59.1K |
| 2016 | $514.4K | $0 | $553.5K | $93.1K | -$68.6K |
| 2015 | $306K | $0 | $538.9K | $73.8K | -$29.5K |
| 2014 | $367.3K | $75.4K | $465.3K | $252.2K | $203.5K |
| 2013 | $569.1K | $52.5K | $542.9K | $325.5K | $301.5K |
| 2012 | $1.1M | $40.8K | $707K | $279.6K | $275.4K |
| 2011 | $80.9K | $80.4K | $144.4K | $627.2K | -$78.3K |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data | PDF not yet published by IRS |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990-EZ | — |
| $0 |
| $0 |
| $0 |
| $0 |
| Linda Weitz-Stone | Chief Info O | — | $0 | $0 | $0 | $0 |
| Shawn Moore | Director | — | $0 | $0 | $0 | $0 |
| William Lewis Jr | Director | — | $0 | $0 | $0 | $0 |
David Villalobos
Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Frank Ros
Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Hadi Durali
Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Linda Weitz-Stone
Chief Info O
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Shawn Moore
Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
William Lewis Jr
Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0