Wilmington, NC
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
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.
ANNUAL CONFERENCE - ACP HOSTS AN ANNUAL CONFERENCE EACH YEAR WHERE ATTENDEES CAN LEARN ABOUT THE LATEST PRODUCTS AND PROCESSES IN THE FIELD IN ORDER TO FIND THE SOLUTIONS THEY NEED IN ORDER TO RUN...
ANNUAL CONFERENCE - ACP HOSTS AN ANNUAL CONFERENCE EACH YEAR WHERE ATTENDEES CAN LEARN ABOUT THE LATEST PRODUCTS AND PROCESSES IN THE FIELD IN ORDER TO FIND THE SOLUTIONS THEY NEED IN ORDER TO RUN THEIR FINANCIAL PLANNING PROCESSES.
TRAINING PROGRAM - ACP HAS A YEAR-ROUND TRAINING PROGRAM CONSISTING OF 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, AS WELL AS PUBLICITY AND PROMOTIONAL SUPPORT AND AN ONLINE LIBARY OF FORMS AND TOOLS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| 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 |
Compare Alliance of Comprehensive Planners Inc with other nonprofits in North Carolina and across the country.