Academy Of Certified Portfolio Managers
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 80,872 | 144,431 | −63,559 | -6.5 | 36% |
| 2012 | 1,060,697 | 707,005 | 353,692 | 4.7 | 6% |
| 2013 | 569,062 | 542,880 | 26,182 | 6.7 | 0% |
| 2014 | 367,286 | 465,328 | −98,042 | 5.2 | 0% |
| 2015 | 305,960 | 538,922 | −232,962 | -0.7 | 0% |
| 2016 | 514,427 | 553,549 | −39,122 | -1.5 | 0% |
| 2017 | 580,125 | 570,607 | 9,518 | -1.2 | 0% |
| 2018 | 606,940 | 523,217 | 83,723 | 0.6 | 0% |
| 2019 | 574,702 | 556,051 | 18,651 | 0.9 | 0% |
| 2020 | 155,150 | 124,694 | 30,456 | 7.1 | 0% |
| 2021 | 386,945 | 382,572 | 4,373 | 2.5 | 0% |
| 2022 | 446,904 | 391,925 | 54,979 | 4.1 | 0% |
| 2023 | 478,100 | 525,524 | −47,424 | 2.0 | 0% |
In its most recent public year (2023), this organization spent $47,424 more than it brought in. Its reserves stood at about 2 months of spending, up from -6.5 in 2011. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Academy Of Certified Portfolio Managers's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works