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Employer Identification Number 01-0663866

ALLIANCE OF CAMBRIDGE ADVISORS, INC is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:ALLIANCE OF CAMBRIDGE ADVISORS, INC
Employer identification number (EIN):01-0663866
EIN Issuing AuthorityBrookhaven, NY
NAIC Classification:523900
401k Pension/Benefits registration ALLIANCE OF CAMBRIDGE ADVISORS, INC 401k plan information
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code

Organization Overview

Mission StatementProvide an environment conducive to the members professional success at a reasonable cost.
Number of Employees0
Number of Volunteers95
Year Formed2002

Organization Governance

Legal DomicileMI
Voting Members - Governing Body9
Voting Members - Independent9

Organization Financials

2023-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 676,810
Program Service Revenue from current yearUSD $ 493,215
Investment Income from prior yearUSD $ 16
Investment Income from current yearUSD $ 3,762
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 496,977
Net assets / fund balances at end of fiscal yearUSD $ 294,346
Net assets / fund balances at beginning of fiscal yearUSD $ 375,465
Total liabilities at end of fiscal yearUSD $ 39,766
Total liabilities at beginning of fiscal yearUSD $ 28,750
Total assets at end of fiscal yearUSD $ 334,112
Total assets at beginning of fiscal yearUSD $ 404,215
Revenues less expenses for current yearUSD $ -82,259
Revenues less expenses for previous yearUSD $ 147,236
Total expenses for current yearUSD $ 579,236
Total expenses for previous yearUSD $ 529,590
Other expenses in current yearUSD $ 579,236
Other expenses in previous yearUSD $ 529,590
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 496,977
Total revenue in previous fiscal yearUSD $ 676,826
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2022-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ -669,979
Program Service Revenue from current yearUSD $ 676,810
Investment Income from prior yearUSD $ 729
Investment Income from current yearUSD $ 16
Other Revenue from prior yearUSD $ -630
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 676,826
Net assets / fund balances at end of fiscal yearUSD $ 375,465
Net assets / fund balances at beginning of fiscal yearUSD $ 340,124
Total liabilities at end of fiscal yearUSD $ 28,750
Total liabilities at beginning of fiscal yearUSD $ 2,824
Total assets at end of fiscal yearUSD $ 404,215
Total assets at beginning of fiscal yearUSD $ 342,948
Revenues less expenses for current yearUSD $ 147,236
Revenues less expenses for previous yearUSD $ -1,173,355
Total expenses for current yearUSD $ 529,590
Total expenses for previous yearUSD $ 503,475
Other expenses in current yearUSD $ 529,590
Other expenses in previous yearUSD $ 503,475
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 676,826
Total revenue in previous fiscal yearUSD $ -669,880
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2021-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 693,306
Program Service Revenue from current yearUSD $ 669,979
Investment Income from prior yearUSD $ 1,474
Investment Income from current yearUSD $ 729
Other Revenue from prior yearUSD $ 388
Other Revenue from current yearUSD $ -630
Gross receipts from all sourcesUSD $ 670,078
Net assets / fund balances at end of fiscal yearUSD $ 340,124
Net assets / fund balances at beginning of fiscal yearUSD $ 173,521
Total liabilities at end of fiscal yearUSD $ 2,824
Total liabilities at beginning of fiscal yearUSD $ 74,056
Total assets at end of fiscal yearUSD $ 342,948
Total assets at beginning of fiscal yearUSD $ 247,577
Revenues less expenses for current yearUSD $ 166,603
Revenues less expenses for previous yearUSD $ 62,771
Total expenses for current yearUSD $ 503,475
Total expenses for previous yearUSD $ 632,397
Other expenses in current yearUSD $ 503,475
Other expenses in previous yearUSD $ 632,397
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 670,078
Total revenue in previous fiscal yearUSD $ 695,168
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ -630
2020-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 687,208
Program Service Revenue from current yearUSD $ 693,306
Investment Income from prior yearUSD $ 2,206
Investment Income from current yearUSD $ 1,474
Other Revenue from prior yearUSD $ 493
Other Revenue from current yearUSD $ 388
Gross receipts from all sourcesUSD $ 695,168
Net assets / fund balances at end of fiscal yearUSD $ 173,521
Net assets / fund balances at beginning of fiscal yearUSD $ 110,750
Total liabilities at end of fiscal yearUSD $ 74,056
Total liabilities at beginning of fiscal yearUSD $ 126,443
Total assets at end of fiscal yearUSD $ 247,577
Total assets at beginning of fiscal yearUSD $ 237,193
Revenues less expenses for current yearUSD $ 62,771
Revenues less expenses for previous yearUSD $ 3,088
Total expenses for current yearUSD $ 632,397
Total expenses for previous yearUSD $ 704,125
Other expenses in current yearUSD $ 632,397
Other expenses in previous yearUSD $ 704,125
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 695,168
Total revenue in previous fiscal yearUSD $ 707,213
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 17,306
Total of other revenueUSD $ 388
2019-06-30
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 579,144
Program Service Revenue from current yearUSD $ 687,208
Investment Income from prior yearUSD $ 799
Investment Income from current yearUSD $ 2,206
Other Revenue from prior yearUSD $ 133
Other Revenue from current yearUSD $ 493
Gross receipts from all sourcesUSD $ 707,213
Net assets / fund balances at end of fiscal yearUSD $ 110,750
Net assets / fund balances at beginning of fiscal yearUSD $ 107,662
Total liabilities at end of fiscal yearUSD $ 126,443
Total liabilities at beginning of fiscal yearUSD $ 95,454
Total assets at end of fiscal yearUSD $ 237,193
Total assets at beginning of fiscal yearUSD $ 203,116
Revenues less expenses for current yearUSD $ 3,088
Revenues less expenses for previous yearUSD $ 36,343
Total expenses for current yearUSD $ 704,125
Total expenses for previous yearUSD $ 593,733
Other expenses in current yearUSD $ 704,125
Other expenses in previous yearUSD $ 593,733
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 707,213
Total revenue in previous fiscal yearUSD $ 630,076
Contributions and grants from current yearUSD $ 17,306
Contributions and grants from previous yearUSD $ 50,000
Total of other revenueUSD $ 493
2018-06-30
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 567,211
Program Service Revenue from current yearUSD $ 579,144
Investment Income from current yearUSD $ 799
Other Revenue from prior yearUSD $ 216
Other Revenue from current yearUSD $ 133
Gross receipts from all sourcesUSD $ 630,244
Net assets / fund balances at end of fiscal yearUSD $ 107,662
Net assets / fund balances at beginning of fiscal yearUSD $ 143,745
Total liabilities at end of fiscal yearUSD $ 95,454
Total liabilities at beginning of fiscal yearUSD $ 40
Total assets at end of fiscal yearUSD $ 203,116
Total assets at beginning of fiscal yearUSD $ 143,785
Revenues less expenses for current yearUSD $ 36,343
Revenues less expenses for previous yearUSD $ -30,349
Total expenses for current yearUSD $ 593,733
Total expenses for previous yearUSD $ 597,776
Other expenses in current yearUSD $ 593,733
Other expenses in previous yearUSD $ 597,776
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 630,076
Total revenue in previous fiscal yearUSD $ 567,427
Contributions and grants from current yearUSD $ 50,000
Total of other revenueUSD $ 133
2017-06-30
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 526,836
Program Service Revenue from current yearUSD $ 567,211
Investment Income from current yearUSD $ 0
Other Revenue from prior yearUSD $ 14
Other Revenue from current yearUSD $ 216
Gross receipts from all sourcesUSD $ 567,427
Net assets / fund balances at end of fiscal yearUSD $ 143,745
Net assets / fund balances at beginning of fiscal yearUSD $ 174,094
Total liabilities at end of fiscal yearUSD $ 40
Total liabilities at beginning of fiscal yearUSD $ 1,500
Total assets at end of fiscal yearUSD $ 143,785
Total assets at beginning of fiscal yearUSD $ 175,594
Revenues less expenses for current yearUSD $ -30,349
Revenues less expenses for previous yearUSD $ -2,545
Total expenses for current yearUSD $ 597,776
Total expenses for previous yearUSD $ 529,395
Other expenses in current yearUSD $ 597,776
Other expenses in previous yearUSD $ 529,395
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 567,427
Total revenue in previous fiscal yearUSD $ 526,850
Contributions and grants from current yearUSD $ 0
Total of other revenueUSD $ 216
2016-06-30
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 588,652
Program Service Revenue from current yearUSD $ 526,836
Investment Income from current yearUSD $ 0
Other Revenue from prior yearUSD $ 198
Other Revenue from current yearUSD $ 14
Gross receipts from all sourcesUSD $ 526,850
Net assets / fund balances at end of fiscal yearUSD $ 174,094
Net assets / fund balances at beginning of fiscal yearUSD $ 176,639
Total liabilities at end of fiscal yearUSD $ 1,500
Total liabilities at beginning of fiscal yearUSD $ 355
Total assets at end of fiscal yearUSD $ 175,594
Total assets at beginning of fiscal yearUSD $ 176,994
Revenues less expenses for current yearUSD $ -2,545
Revenues less expenses for previous yearUSD $ 30,692
Total expenses for current yearUSD $ 529,395
Total expenses for previous yearUSD $ 558,358
Other expenses in current yearUSD $ 529,395
Other expenses in previous yearUSD $ 554,124
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 4,234
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 526,850
Total revenue in previous fiscal yearUSD $ 589,050
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 200
Total of other revenueUSD $ 14

Other Company Names associated with EIN

Alliance of Comprehensive Planners Inc
ALLIANCE OF COMPREHENSIVE PLANNERS

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 010663866

USA Location Address
2520 INDEPENDENCE BLVD.
WILMINGTON
NC
28412
Date first seen: 2008-07-01
Date last seen: 2025-08-31
USA Location Address
P. O. BOX 844
HIGHLAND
MI
48356
Date first seen: 2007-01-01
Date last seen: 2025-05-31
USA Mailing Address
4569 TECHNOLOGY DRIVE 1
WILMINGTON
NC
28405
Date first seen: 2007-01-01
Date last seen: 2025-07-31
USA Mailing Address
4403 Oleander Drive No C
Wilmington
NC
28403
Date first seen: 2007-01-01
Date last seen: 2025-08-31

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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