Nonprofit · EIN 01-0663866
ALLIANCE OF COMPREHENSIVE PLANNERS INC
Tax-exempt · INDIANAPOLIS, IN 46278
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $535,357 | $616,947 | -$81,590 | $160,482 | $36,111 | $124,371 |
| December 31, 2023 | 990 | $282,138 | $370,921 | -$88,783 | $248,814 | $42,920 | $205,894 |
| June 30, 2023 | 990 | $496,977 | $579,236 | -$82,259 | $334,112 | $39,766 | $294,346 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $525,446
- Investment income
- $9,911
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $31,634
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,300
- Travel
- $28,421
Balance sheet and other
- Total assets, start of year
- $248,814
- Total assets, end of year
- $160,482
- Total liabilities, end of year
- $36,111
- Net assets, end of year
- $124,371
- Net assets without donor restrictions
- $124,371
- Gross receipts
- $580,357
- Employees
- 0
- Volunteers
- 59
- Year formed
- 2002
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cordi Powell | Director Trustee or director | 10 | $18,000 |
| Wes Stein | President Trustee or director, Officer | 10 | $0 |
| Steve Martin | Treasurer Trustee or director, Officer | 10 | $0 |
| Josh Cutler | Former President Trustee or director | 10 | $0 |
| Keith Spencer | Director Trustee or director | 10 | $0 |
| Britta Koepf | Director Trustee or director | 10 | $0 |
| Mike Stanton | Director Trustee or director | 10 | $0 |
| Nathan Snow | Director Trustee or director | 10 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cordi Powell | Director Trustee or director | 10 | $15,000 |
| Sheila Padden | President Trustee or director, Officer | 10 | $0 |
| Josh Cutler | President Elect Trustee or director, Officer | 10 | $0 |
| Sophie Kaluziak | Treasurer/Secretary Trustee or director, Officer | 10 | $0 |
| Steve Swicegood | Past President Trustee or director | 10 | $0 |
| Tim Caban | Director Trustee or director | 10 | $0 |
| Cole McClarren | Director Trustee or director | 10 | $0 |
| Wes Stien | Director Trustee or director | 10 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHEILA PADDEN | PRESIDENT Trustee or director, Officer | 4 | $0 |
| SOPHIE KALUZIAK | SECRETARY / TREASURER Trustee or director, Officer | 4 | $0 |
| STEVE SWICEGOOD | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 4 | $0 |
| TIM CABAN | DIRECTOR Trustee or director | 4 | $0 |
| JOSH CUTLER | DIRECTOR Trustee or director | 4 | $0 |
| COLE MCCLARREN | DIRECTOR Trustee or director | 4 | $0 |
| CORDI POWELL | DIRECTOR Trustee or director | 4 | $0 |
| WESLEY STIEN | DIRECTOR Trustee or director | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 6510 TELECOM DR STE 200, INDIANAPOLIS, IN 46278-6030
- Principal officer (990 for 2024)
- Sheila Padden, 3112 Enterprise Drive, Wilmington, NC 28405
- Signed the 990
- Steve Martin, Treasurer
- Phone
- (910) 769-1569
- Website
- www.acplanners.org
- Return prepared by
- EARNEY Accountants & Advisors PLLC
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.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 01-0663866
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $160,482
- Income (IRS master file)
- $580,357
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $535,357 | $616,947 | $160,482 | XML |
| 990 | December 2023 | $282,138 | $370,921 | $248,814 | IRS |
| 990 | June 2023 | $496,977 | $579,236 | $334,112 | XML |
| 990 | June 2022 | $676,826 | $529,590 | $404,215 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0663866).
Questions about ALLIANCE OF COMPREHENSIVE PLANNERS INC
- What is the EIN of ALLIANCE OF COMPREHENSIVE PLANNERS INC?
- The employer identification number (EIN) of ALLIANCE OF COMPREHENSIVE PLANNERS INC is 01-0663866.
- Is ALLIANCE OF COMPREHENSIVE PLANNERS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2003.
- Are donations to ALLIANCE OF COMPREHENSIVE PLANNERS INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ALLIANCE OF COMPREHENSIVE PLANNERS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALLIANCE OF COMPREHENSIVE PLANNERS INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALLIANCE OF COMPREHENSIVE PLANNERS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ALLIANCE OF COMPREHENSIVE PLANNERS INC?
- The 990 for the year ended December 31, 2024 names Sheila Padden.
- Who are the officers and directors of ALLIANCE OF COMPREHENSIVE PLANNERS INC?
- The 990 for the year ended December 31, 2024 lists 8 people; 1 received compensation from the organization, the highest $18,000 (Cordi Powell, Director).
- How much revenue does ALLIANCE OF COMPREHENSIVE PLANNERS INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $535,357, expenses of $616,947 and total assets of $160,482 at year end.
Other nonprofits in INDIANAPOLIS
- STRADA EDUCATION FOUNDATION INC EIN 47-3044430 · last filed 990 for 2024
- INDIANAPOLIS FOUNDATION INC EIN 45-4618430 · last filed 990 for 2024
- FISCAL SPONSORSHIP ALLIES INC EIN 85-0839183 · last filed 990 for 2025
- CICP FOUNDATION INC EIN 35-2065457 · last filed 990 for 2025
- BOARD OF CERTIFIED SAFETY PROFESSIONALS OF THE AMERICAS INC EIN 37-0982724 · last filed 990 for 2025
- COMMUNITY ACTION OF GREATER INDIANAPOLIS INC EIN 35-6048441 · last filed 990 for 2024
- 16 TECH COMMUNITY CORPORATION EIN 81-0853467 · last filed 990 for 2024
- 2021 ALL-STAR INC EIN 83-1210277 · last filed 990 for 2025
All nonprofits in INDIANAPOLIS · Indiana · Community improvement and capacity building