Alliance of Comprehensive Planners Inc is a nonprofit organization categorized as Public Charity based in Wilmington, NC. Its most recent IRS filing (2024) reports revenue of $535K, expenses of $617K, total assets of $160K.
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.
How Alliance of Comprehensive Planners Inc divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officer compensation and complete director data available with membership.
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $535K | $617K | $160K |
| 2023 | $282K | $371K | $249K |
| 2022 | $677K | $530K | $404K |
| 2021 | $670K | $503K | $343K |
| 2020 | $695K | $632K | $248K |
Between 2020 and 2024, reported annual revenue declined from $695K to $535K (-23%), with total assets most recently reported at $160K.
Interactive year-over-year charts and full filing details available with membership.
