2023-05-11T15:15:52-05:00 2022-06-30 362985770 SELDEN FOX LTD 619 ENTERPRISE DRIVE OAK BROOK IL 605238835 990 2021-07-01 010663866 ALLIANCE OF COMPREHENSIVE PLANNERS INC ALLI 9107691569 4569 TECHNOLOGY DRIVE 1 WILMINGTON NC 28405 SOPHIE KALUZIAK TREASURER 9107691569 2023-05-09 1 SOPHIE KALUZIAK 999009999 ROBERT G WUJEK P01367472 6309541400 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z X STEVE SWICEGOOD 4569 TECHNOLOGY DRIVE 1 WILMINGTON NC 28405 676826 0 X ACPLANNERS.ORG X 2002 MI PROMOTE, EDUCATE, AND ASSIST FINANCIAL PLANNERS AND THEIR CLIENTS 8 8 0 95 0 0 0 0 -669979 676810 729 16 -630 0 -669880 676826 0 0 0 0 0 0 0 0 0 503475 529590 503475 529590 -1173355 147236 342948 404215 2824 28750 340124 375465 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. 0 0 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 LIBRARY OF FORMS AND TOOLS. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 NC X YCC 9104527444 4569 TECHNOLOGY DRIVE UNIT 1 WILMINGTON NC 28405 X STEVE SWICEGOOD PRESIDENT 4.00 X X 0 0 0 SHEILA PADDEN PRESIDENT ELECT 4.00 X X 0 0 0 SOPHIE KALUZIAK SECRETARY/TREASURER 4.00 X X 0 0 0 TIM SULLIVAN IMMEDIATE PAST PRESIDENT 4.00 X X 0 0 0 TIM CABAN DIRECTOR 4.00 X 0 0 0 JOSH CUTLER DIRECTOR 4.00 X 0 0 0 ALICIA KLEIN DIRECTOR 4.00 X 0 0 0 0 0 0 0 0 0 0 YCC 4569 TECHNOLOGY DRIVE UNIT 1 WILMINGTON NC 28405 ASSOCIATION MANAGEMENT 255625 1 MEMBERSHIP DUES 900099 421329 421329 ANNUAL CONFERENCE 900099 213645 213645 TRAINING PROGRAM 900099 35725 35725 6111 6111 676810 16 16 676826 676810 0 16 255625 1050 25479 55886 3988 24167 28284 9667 79872 4300 BANK & CREDIT CARD FEES 23243 18029 529590 162604 233691 168344 167524 12000 3000 342948 404215 2824 28750 2824 28750 X 340124 375465 340124 375465 342948 404215 147236 -836 -111059 0 X 0 0 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 3 THE GROUP HAS DELEGATED THE MANAGEMENT OF ITS DAILY OPERATIONS TO YOUR CONFERENCE CONNECTION, INC. (YCC) OF WILMINGTON, NORTH CAROLINA. YCC IS A MANAGEMENT COMPANY WHICH MANAGES ALL ASPECTS OF THE GROUP IN ACCORDANCE WITH THE GROUP'S BYLAWS AND POLICIES. OPERATIONS INCLUDE, BUT ARE NOT LIMITED TO: ADMINISTRATION, MEMBERSHIP, FINANCE AND ACCOUNTING, CONFERENCE AND EVENT MANAGEMENT, EDUCATION, MARKETING, AND INFORMATION TECHNOLOGY. EMPLOYEES OF YCC PROVIDE THESE SERVICES. FORM 990, PART VI, SECTION A, LINE 6 ACP HAS FIVE CLASSES OF MEMBERS INCLUDING CERTIFIED MEMBERS, ADDITIONAL MEMBERS IN FIRM, ASSOCIATE, EMERITUS, AND ALUMNI FORM 990, PART VI, SECTION A, LINE 7A ACP'S BOARD OF DIRECTORS IS ELECTED BY A VOTE OF ITS CERTIFIED MEMBERS AND ADDITIONAL MEMBERS IN FIRM. FORM 990, PART VI, SECTION B, LINE 11B ACP'S 990 IS PREPARED BY INDEPENDENT ACCOUNTANTS AND REVIEWED BY ACP'S EXECUTIVE DIRECTOR AND TREASUER BEFORE BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AS PART OF THE FIRST MEETING OF THE BOARD OF DIRECTORS FOLLOWING AN ELECTION, THE CONFLICT OF INTEREST POLICY IS REVIEWED AND ANY POTENTIAL CONFLICTS OF INTEREST ARE VERBALLY DISCLOSED AND DISCUSSED. BOARD MEMBERS ARE ALSO REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION C, LINE 19 ACP'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.