2024-04-17T12:16:48-05:00 2023-06-30 561719839 Earney & Company LLP 710 Military Cutoff Road Suite 250 Wilmington NC 28405 990 2022-07-01 010663866 Alliance of Comprehensive Planners Inc ALLI 9107691569 4569 Technology Drive Wilmington NC 28405 Sophie Kaluziak Treasurer 9107691569 2024-04-17 1 Sophie Kaluziak 999009999 0 Ryan Skuce CPA P00742864 9102569995 2024-04-16 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z Sheila Padden 4569 Technology Drive Wilmington NC 28405 496977 0 X www.acplanners.org X 2002 MI PROMOTE, EDUCATE, AND ASSIST FINANCIAL PLANNERS AND THEIR CLIENTS. 8 8 0 8 0 0 0 0 676810 493215 16 3762 0 0 676826 496977 0 0 0 0 0 0 0 0 0 529590 579236 529590 579236 147236 -82259 404215 334112 28750 39766 375465 294346 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. 0 0 290554 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. 14369 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. 30000 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. 334923 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NC X YCC 9104527444 4569 Technology Drive Unit 1 Wilmington NC 28405 X SHEILA PADDEN PRESIDENT 4.00 X X 0 0 0 SOPHIE KALUZIAK SECRETARY / TREASURER 4.00 X X 0 0 0 STEVE SWICEGOOD IMMEDIATE PAST PRESIDENT 4.00 X X 0 0 0 TIM CABAN DIRECTOR 4.00 X 0 0 0 JOSH CUTLER DIRECTOR 4.00 X 0 0 0 COLE MCCLARREN DIRECTOR 4.00 X 0 0 0 CORDI POWELL DIRECTOR 4.00 X 0 0 0 WESLEY STIEN DIRECTOR 4.00 X 0 0 0 0 0 0 0 0 0 0 YCC 4569 TECHNOLOGY DRIVE UNIT 1 WILMNIGTON NC 28405 ASSOCIATION MANAGEMENT 266500 1 Membership Dues 541900 361350 361350 Annual Conference 541900 87425 87425 Retreat Registration F 541900 18620 18620 Training Program 541900 14155 14155 New Member Dues 541900 9500 9500 2165 2165 493215 3762 3762 496977 493215 0 3762 266500 32500 234000 4000 4000 1825 1825 43535 42641 894 16511 16511 20657 20657 27123 27123 181122 181122 3594 3594 TRAINING PROGRAM EXPENS 14369 14369 579236 334923 244313 0 233691 153186 167524 172426 3000 8500 404215 334112 0 14266 28750 25500 28750 39766 X 375465 294346 375465 294346 404215 334112 -82259 1140 0 X 0 0 0 1 1 0 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 WHICH 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. EMPLOYEES OF YCC PROVIDE THESE SERVICES. Form 990, Part VI, Section A, line 6 ACP HAS FIVE CLASSES OF MEMBERS INCLUDING CERTIFIED MEMBERS, ADDITIONAL MEMBERS IN FIRM, ASSOCIATE, 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 WSITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Section B, line 12c AS PART OF THE FIRST MEETING OF THE BOARD OF DIRECTORS FOLLOWING AN ELECTION, THE CONFLICT OF INTEREST POLICY IS REVIEWED AND ANY POTENTIAL CONFLICTS OF INTEREST ARE VERBALLY DISCLOSED AND DISCUSSED. BOARD MEMBERS ARE ALSO REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. Form 990, Part VI, Section C, line 19 ACP'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.