Alliance of Comprehensive Planners Inc (EIN 010663866) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

Sheila Padden

Phone

9107691569

Tax Period

2022-07-01 to 2023-06-30

Alliance of Comprehensive Planners Inc, founded in 2002, is a small nonprofit in the Community Improvement sector that reported $497K in total revenue in fiscal year 2022. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $579K exceeded revenue, resulting in a 17% operating deficit.

Mission

PROMOTE, EDUCATE, AND ASSIST FINANCIAL PLANNERS AND THEIR CLIENTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $493,215

Investment Income $3,762

Other Revenue $0

TOTAL REVENUE $496,977

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $334,923

Other Expenses $579,236

TOTAL EXPENSES $579,236

Year-over-Year Comparison

	2022	2021	Change
Revenue	$496,977	$676,826	-0.3%
Expenses	$579,236	$529,590	+0.1%
Net Income	$-82,259	$147,236	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHEILA PADDEN	PRESIDENT	4.00	Officer Director	$0	$0	$0
SOPHIE KALUZIAK	SECRETARY / TREASURER	4.00	Officer Director	$0	$0	$0
STEVE SWICEGOOD	IMMEDIATE PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
TIM CABAN	DIRECTOR	4.00	Director	$0	$0	$0
JOSH CUTLER	DIRECTOR	4.00	Director	$0	$0	$0
COLE MCCLARREN	DIRECTOR	4.00	Director	$0	$0	$0
CORDI POWELL	DIRECTOR	4.00	Director	$0	$0	$0
WESLEY STIEN	DIRECTOR	4.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$496,977	$579,236	$334,112	$-82,259
2023	No data	No data	No data	No data
2022	$676,826	$529,590	$404,215	$147,236
2021	$670,078	$503,475	$342,948	$166,603
2020	$695,168	$632,397	$247,577	$62,771
2019	$707,213	$704,125	$237,193	$3,088
2018	$630,076	$593,733	$203,116	$36,343

Alliance of Comprehensive Planners Inc