2025-10-28T07:46:17-05:00 2024-12-31 561719839 EARNEY Accountants & Advisors PLLC 700 Military Cutoff Road Suite 250 Wilmington NC 28405 990 2024-01-01 010663866 Alliance of Comprehensive Planners Inc ALLI 9107691569 3112 Enterprise Drive Wilmington NC 28405 Steve Martin Treasurer 9107691569 2025-08-27 1 0 Joel French CPA P01445154 9102569995 2025-08-27 2024 2025-03-06 01:10:19Z Sheila Padden 3112 Enterprise Drive Wilmington NC 28405 580357 0 X www.acplanners.org X 2002 MI Promote, educate, and assist financial planners and their clients. 8 8 0 59 0 0 0 0 279594 525446 2544 9911 0 0 282138 535357 200 0 4683 31634 0 0 0 0 0 366038 585313 370921 616947 -88783 -81590 248814 160482 42920 36111 205894 124371 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 Annual Conferences: Each year, ACP hosts an annual conference where attendees can learn about the latest products and processes in the field and find the solutions they need to run their financial planning processes. Training Program: ACP has a year-round training program that includes various continuing education opportunities through self-study modules, virtual classrooms, live instruction, and mentoring. Member Support: ACP provides its members with various discussion forums and webinars, publicity and promotional support, and an online library of forms and tools. 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 0 0 0 0 0 0 0 X YCC 9107691569 3112 Enterprise Drive Wilmington NC 28405 Wes Stein President 10.00 X X 0 0 0 Steve Martin Treasurer 10.00 X X 0 0 0 Josh Cutler Former President 10.00 X 0 0 0 Cordi Powell Director 10.00 X 18000 0 0 Keith Spencer Director 10.00 X 0 0 0 Britta Koepf Director 10.00 X 0 0 0 Mike Stanton Director 10.00 X 0 0 0 Nathan Snow Director 10.00 X 0 0 0 18000 0 0 0 0 0 0 YCC 3112 Enterprise Drive Wilmington NC 28405 ASSOCIATION MANAGEMENT 264000 1 Membership Dues 541900 346875 346875 Annual Conference 541900 143258 91758 51500 Retreat Revenue 541900 21493 21493 Training Program 541900 13820 13820 525446 9911 9911 45000 45000 0 0 535357 473946 0 61411 31634 264000 1300 47448 370 8505 27546 28421 137954 6524 Training Program Expens 32244 Credit Card Fees 16871 Internet/Communications 14130 616947 50733 50216 182600 90398 10481 9372 5000 10496 248814 160482 13295 11261 29625 24850 42920 36111 X 205894 124371 205894 124371 248814 160482 -81590 67 0 X 0 0 0 0 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 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.