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EIN 01-0663866

Alliance of Comprehensive Planners

IRS 501(c) type
501(c)(6)
Num. employees
0
City
Wilmington
State
North Carolina
Year formed
2002
Most recent tax filings
2023-06-01
NTEE code, primary
S41: Promotion of Business
Description
ACP promotes, educates, and assists financial planners via an annual conference and year-round training program focusing on fee-only financial planning.
Also known as...
Alliance of Cambridge Advisors; Planners Inc
Total revenues
$496,977
2023
Total expenses
$579,236
2023
Total assets
$334,112
2023
Num. employees
0
2023

Program areas at Alliance of Comprehensive Planners

Annual conference - acp hosts an annual conference each year where attendees can learn about the latest products and processes in the field in order to find the solutions they need in order to run their financial planning processes.
Member support - acp provides its members with various discussion forums and webinars, as well as publicity and promotional support and an online libary of forms and tools.
Training program - acp has a year-round training program consisting of various continuing education opportunities, through self-study modules, virtual classrooms, live instruction and mentoring.

Personnel at Alliance of Comprehensive Planners

NameTitleCompensation
Sophie KaluziakTreasurer$0
Steve SwicegoodImmediate Past President$0
Sheila PaddenPresident$0
Tim SullivanImmediate Past President$0
Christopher WentzienPresident$0
...and 1 more key personnel

Financials for Alliance of Comprehensive Planners

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Program services$493,215
Investment income and dividends$3,762
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$496,977

Form 990s for Alliance of Comprehensive Planners

Fiscal year endingDate received by IRSFormPDF link
2023-062024-04-17990View PDF
2022-062023-05-11990View PDF
2021-062022-01-28990View PDF
2020-062021-06-08990View PDF
2019-062020-08-10990View PDF
...and 11 more Form 990s
Data update history
May 20, 2024
Updated personnel
Identified 3 new personnel
July 6, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 30, 2023
Updated personnel
Identified 1 new personnel
June 26, 2023
Used new vendors
Identified 2 new vendors, including , and
June 12, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Business and industry
Characteristics
MembershipsNo full-time employees
General information
Address
4569 Technology Dr
Wilmington, NC 28405
Metro area
Wilmington, NC
County
New Hanover County, NC
Website URL
acplanners.org/home 
Phone
(910) 769-1569
IRS details
EIN
01-0663866
Fiscal year end
June
Taxreturn type
Form 990
Year formed
2002
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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