Public Charity

Alliance of Comprehensive Planners Inc

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.

EIN: 010663866 Wilmington, NC Latest filing: 2024
Total Revenue$535K
Total Expenses$617K
Total Assets$160K
Grant Records0
Filing Years2020–2024

Mission

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.

Officers & Directors

Director Britta Koepf
Director Cordi Powell
Former President Josh Cutler
Director Keith Spencer
Director Mike Stanton
Director Nathan Snow

Officer compensation and complete director data available with membership.

Financial Trends

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.

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