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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: N/A
EIN 27-2200721 · Snapshot of IRS recognition, filing currency, financial health, and governance.
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.
Total Revenue
$408K
FY2024
Total Expenses
$335K
FY2024
Net Assets
$158K
Program Ratio
53.6%
expenses on programs
Employees
0
Volunteers
—
Board Members
12
Voting
12
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.