Civic Intelligence

Alliance of Comprehensive Planners Inc

EIN 01-0663866 • 501(c)6 • Wilmington, NC

Profile

Acp works to provide a philosophically united community for fiduciary advisors to share their wisdom in order to build exceptional financial planning practices, based on tax-focused, fee only financial planning, in order to transform client lives and grow client wealth.

3112 Enterprise DriveWilmington, NC 28405

www.acplanners.org

Siviq Scores

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

Liabilities / Assets

75th percentile

0.23x

Higher debt load relative to assets than 75% of similar nonprofits.

NTEE S41 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.07x

Higher debt load relative to revenue than 58% of similar nonprofits.

NTEE S41 • $500k-$1M nonprofits • Source year 2024

Net Margin

12th percentile

-15%

Higher net margin than 12% of similar nonprofits.

NTEE S41 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$18,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

NTEE S41 • $500k-$1M nonprofits • Source year 2024

Asset Growth

1st percentile

-52%

Faster asset growth than 1% of similar nonprofits.

NTEE S41 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

7.7%

Faster revenue growth than 58% of similar nonprofits.

NTEE S41 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$160,482

Down $173,630 (-52%) from 2023

Liabilities

Down

$36,111

Down $3,655 (-9.2%) from 2023

Net Assets

Down

$124,371

Down $169,975 (-58%) from 2023

Operations
Liabilities / Revenue58th percentileNet Margin12th percentile

Revenue

Up

$535,357

Up $38,380 (+7.7%) from 2023

Expenses

Up

$616,947

Up $37,711 (+6.5%) from 2023

Net Income

Up

-$81,590

Up $669 (+0.8%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth1st percentile

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

$600K$400K$200K$0Assets 2010: $194,671Liabilities 2010: $6,941Net Assets 2010: $187,7302010Assets 2011: $155,205Liabilities 2011: $11,104Net Assets 2011: $144,1012011Assets 2012: $181,943Liabilities 2012: $3,263Net Assets 2012: $178,6802012Assets 2015: $176,994Liabilities 2015: $355Net Assets 2015: $176,6392015Assets 2016: $175,594Liabilities 2016: $1,500Net Assets 2016: $174,0942016Assets 2017: $143,785Liabilities 2017: $40Net Assets 2017: $143,7452017Assets 2018: $203,116Liabilities 2018: $95,454Net Assets 2018: $107,6622018Assets 2019: $237,193Liabilities 2019: $126,443Net Assets 2019: $110,7502019Assets 2020: $247,577Liabilities 2020: $74,056Net Assets 2020: $173,5212020Assets 2021: $342,948Liabilities 2021: $2,824Net Assets 2021: $340,1242021Assets 2022: $404,215Liabilities 2022: $28,750Net Assets 2022: $375,4652022Assets 2023: $334,112Liabilities 2023: $39,766Net Assets 2023: $294,3462023Assets 2024: $160,482Liabilities 2024: $36,111Net Assets 2024: $124,3712024

Highlighted filing

2024

Assets$160,482
Liabilities$36,111
Net Assets$124,371
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $501,0092010Revenue 2011: $207,630Expenses 2011: $251,259Net Income 2011: -$43,6292011Revenue 2012: $564,837Expenses 2012: $530,258Net Income 2012: $34,5792012Revenue 2015: $589,050Expenses 2015: $558,358Net Income 2015: $30,6922015Revenue 2016: $526,850Expenses 2016: $529,395Net Income 2016: -$2,5452016Revenue 2017: $567,427Expenses 2017: $597,776Net Income 2017: -$30,3492017Revenue 2018: $630,076Expenses 2018: $593,733Net Income 2018: $36,3432018Revenue 2019: $707,213Expenses 2019: $704,125Net Income 2019: $3,0882019Revenue 2020: $695,168Expenses 2020: $632,397Net Income 2020: $62,7712020Revenue 2021: $670,078Expenses 2021: $503,475Net Income 2021: $166,6032021Revenue 2022: $676,826Expenses 2022: $529,590Net Income 2022: $147,2362022Revenue 2023: $496,977Expenses 2023: $579,236Net Income 2023: -$82,2592023Revenue 2024: $535,357Expenses 2024: $616,947Net Income 2024: -$81,5902024

Highlighted filing

2024

Revenue$535,357
Expenses$616,947
Net Income-$81,590
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$160,482
Liabilities
$36,111
Net assets
$124,371
Revenue
$535,357
Expenses
$616,947
Net income
-$81,590
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.60$0.36$1.24$5.35$6.17$0.82
2023Detailed filing. Detailed filing data is available for this year.$3.34$0.40$2.94$4.97$5.79$0.82
2022Detailed filing. Detailed filing data is available for this year.$4.04$0.29$3.75$6.77$5.30$1.47
2021Detailed filing. Detailed filing data is available for this year.$3.43$0.03$3.40$6.70$5.03$1.67
2020Detailed filing. Detailed filing data is available for this year.$2.48$0.74$1.74$6.95$6.32$0.63
2019Detailed filing. Detailed filing data is available for this year.$2.37$1.26$1.11$7.07$7.04$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.03$0.95$1.08$6.30$5.94$0.36
2017Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$5.67$5.98$0.30
2016Detailed filing. Detailed filing data is available for this year.$1.76$0.02$1.74$5.27$5.29$0.03
2015Summary only. Only limited summary data is available for this year.$1.77$0.00$1.77$5.89$5.58$0.31
2012Summary only. Only limited summary data is available for this year.$1.82$0.03$1.79$5.65$5.30$0.35
2011Summary only. Only limited summary data is available for this year.$1.55$0.11$1.44$2.08$2.51$0.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.07$1.88$5.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 27, 2025
Return Version
2024v5.2
Gross Receipts
$580,357
Mission and Program Overview

Mission

Provide an environment conducive to the members professional success at a reasonable cost.

Promote, educate, and assist financial planners and their clients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$182,600$90,398▼ $92,202
Cash and Non-Interest-Bearing Accounts$50,733$50,216▼ $517
Prepaid Expenses and Deferred Charges$5,000$10,496▲ $5,496
Accounts Receivable$10,481$9,372▼ $1,109
Total Assets$248,814$160,482▼ $88,332
Liabilities
Deferred Revenue$29,625$24,850▼ $4,775
Accounts Payable and Accrued Expenses$13,295$11,261▼ $2,034
Total Liabilities$42,920$36,111▼ $6,809
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$205,894$124,371▼ $81,523
Total Net Assets Fund Balance$205,894$124,371▼ $81,523
Total Liabilities and Net Assets / Fund Balance$248,814$160,482▼ $88,332
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Cordi PowellDirectorPT$18,000$18,000

Board Members and Trustees

NameTitle
Josh CutlerFormer President
Wes SteinPresident
Britta KoepfDirector
Keith SpencerDirector
Mike StantonDirector
Nathan SnowDirector
Steve MartinTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
YccAssociation Management3112 Enterprise Drive, Wilmington, NC 28405$264,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$525,446
Investment Income
$9,911
Other Revenue
$0
Change in Net Assets
$-81,590
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$585,313
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
Fees for Services Management---$264,000
Conferences and Meetings---$137,954
Advertising---$47,448
Benefits to Members---$31,634
Travel---$28,421
Royalties---$27,546
Other Expenses---$14,130
Information Technology---$8,505
Insurance---$6,524
Fees for Services Accounting---$1,300
Office Expenses---$370
Total Functional Expenses$0$0$0$616,947
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“The group has delegated the management of its daily operations to Your Conference Connection, Inc. (YCC) of Wilmington, North Carolina. YCC is a management company that manages all aspects of the group in accordance with the group's bylaws and policies. Operations include, but are not limited to, administration, membership, finance and accounting, conference and event management, education, marketing, and information technology. YCC employees provide these services.”

Form 990, Part VI, Section A, line 6

“ACP has five classes of members, including certified members, additional firm members, associates, emeritus, and alumni.”

Form 990, Part VI, Section A, line 7A

“ACP's Board of Directors is elected by a vote of its certified members and additional members in firm.”

Form 990, Part VI, Section B, line 11B

“ACP's 990 is prepared by independent accountants and reviewed by ACP's Executive Director and Treasurer before being filed with the Internal Revenue Service.”

Form 990, Part VI, Section C, line 19

“Documents required to be open for public inspection are available from the organization upon request.”

Filing and Contact Details

Filer

Filer Name
Alliance of Comprehensive Planners Inc
EIN
01-0663866
Phone
9107691569
Address
3112 Enterprise Drive, Wilmington, NC 28405

Signing Officer

Name
Steve Martin
Title
Treasurer
Phone
9107691569
Signed
2025-08-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sheila Padden
Formed
2002
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
59

Preparer

Firm
EARNEY Accountants & Advisors PLLC
Address
700 Military Cutoff Road Suite 250, Wilmington, NC 28405
Preparer
Joel French CPA
Phone
9102569995
Raw XML Appendix335 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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IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The group has delegated the management of its daily operations to Your Conference Connection, Inc. (YCC) of Wilmington, North Carolina. YCC is a management company that manages all aspects of the group in accordance with the group's bylaws and policies. Operations include, but are not limited to, administration, membership, finance and accounting, conference and event management, education, marketing, and information technology. YCC employees provide these services.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACP has five classes of members, including certified members, additional firm members, associates, emeritus, and alumni.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACP's Board of Directors is elected by a vote of its certified members and additional members in firm.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACP's 990 is prepared by independent accountants and reviewed by ACP's Executive Director and Treasurer before being filed with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Documents required to be open for public inspection are available from the organization upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0248814
IRS990/TotalAssetsEOYAmt0160482
IRS990/TotalAssetsGrp/BOYAmt0248814
IRS990/TotalAssetsGrp/EOYAmt0160482
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0616947
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt042920
IRS990/TotalLiabilitiesEOYAmt036111
IRS990/TotalLiabilitiesGrp/BOYAmt042920
IRS990/TotalLiabilitiesGrp/EOYAmt036111
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0205894
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0124371
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0525446
IRS990/TotalReportableCompFromOrgAmt018000
IRS990/TotalRevenueGrp/ExclusionAmt061411
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0473946
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0535357
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt059
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0248814
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0160482
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt028421
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03112 Enterprise Drive
IRS990/USAddress/CityNm0Wilmington
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028405
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.acplanners.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Martin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09107691569
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alliance of Comprehensive Planners Inc
ReturnHeader/Filer/BusinessNameControlTxt0ALLI
ReturnHeader/Filer/EIN0010663866
ReturnHeader/Filer/PhoneNum09107691569
ReturnHeader/Filer/USAddress/AddressLine1Txt03112 Enterprise Drive
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028405
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561719839
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EARNEY Accountants & Advisors PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 Military Cutoff Road Suite 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wilmington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028405
ReturnHeader/PreparerPersonGrp/PhoneNum09102569995
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joel French CPA
ReturnHeader/ReturnTs02025-10-28T07:46:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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