Alliance of Comprehensive Planners Inc
Alliance of Comprehensive Planners Inc's network
8 people2 organisationsi8 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
8 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 8 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Britta Koepf | Director | 2024 | 2 yrs |
| Cordi Powell | Director | 2023 | 3 yrs |
| Josh Cutler | Former President | 2021 | 5 yrs |
| Keith Spencer | Director | 2024 | 2 yrs |
| Mike Stanton | Director | 2024 | 2 yrs |
| Nathan Snow | Director | 2024 | 2 yrs |
| Steve Martin | Treasurer | 2024 | 2 yrs |
| Wes Stein | President | 2024 | 2 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Cordi Powell | Director | 10 | $18k | ||
| Wes Stein | President | 10 | $0 | ||
| Steve Martin | Treasurer | 10 | $0 | ||
| Josh Cutler | Former President | 10 | $0 | ||
| Keith Spencer | Director | 10 | $0 | ||
| Britta Koepf | Director | 10 | $0 | ||
| Mike Stanton | Director | 10 | $0 | ||
| Nathan Snow | Director | 10 | $0 |
About
- Legal name
- Alliance of Comprehensive Planners Inc
- EIN
- 010663866
- Address
- 6510 Telecom Dr Ste 200, Indianapolis, IN, 46278-6030
- State
- Indiana
- 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. (as filed on the Form 990)
- Activity (NTEE)
- S41 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 4 (IRS master file code)
- Formed
- 2002
- Principal officer
- Sheila Padden (as named on the Form 990)
- IRS ruling date
- 1 September 2003
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
Most connected
Longest observed on the filings
≥5years on the filingsJosh Cutler
≥3years on the filingsCordi Powell
≥2years on the filingsBritta Koepf
≥2years on the filingsKeith Spencer
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $160k
- Total liabilities
- $36k
- Net assets or fund balances
- $124k
- Contributions and grants received
- $0
- Program service revenue
- $525k
- Employees
- 0
- Volunteers
- 59
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $535k | $617k | Deficit $82k |
As filed on the IRS Form 990. US dollars.