Retirement Planning University Inc
EIN: 853944658 · Sunny Isl Bch, FL · NTEE: B99
| Metric | Value |
|---|---|
| Total Revenue | $6.4M |
| Total Expenses | $6.2M |
| Net Assets | $-17,722 |
Is Retirement Planning University Inc Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Retirement Planning University Inc
Retirement Planning University Inc (EIN: 853944658) is a nonprofit organization based in Sunny Isl Bch, FL, classified under NTEE code B99. The organization reported total revenue of $6.4M and total assets of $104K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Retirement Planning University Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Retirement Planning University Inc is a mid-size nonprofit that has been operating for 5 years, with 4 years of IRS 990 filings on record (2020–2023).
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $6.2M |
| Total Expenses | $6.2M |
| Surplus / Deficit | +$66K |
| Total Assets | $244K |
| Total Liabilities | $262K |
| Net Assets | $-17,722 |
| Operating Margin | 1.1% |
| Debt-to-Asset Ratio | 107.2% |
| Months of Reserves | 0.5 months |
Financial Health Grade: B
In 2023, Retirement Planning University Inc reported a surplus of $66K with revenue exceeding expenses, holds 0.5 months of operating reserves (limited), has a debt-to-asset ratio of 107.2% (high leverage).
Financial Trends
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +76.8% | +70.7% | +1505.1% |
| 2022 | +1699.6% | +1785.1% | +280.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 2021 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Retirement Planning University Inc has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Retirement Planning University Inc with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $66K, with revenue exceeding expenses.
- Debt-to-asset ratio: 107.2%.
Frequently Asked Questions about Retirement Planning University Inc
Is Retirement Planning University Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Retirement Planning University Inc (EIN: 853944658) insufficient data. 0 red flags identified, 0 strengths noted.
How does Retirement Planning University Inc spend its money?
Detailed spending breakdown data is not yet available for Retirement Planning University Inc. Check back for updated IRS 990 analysis.
Are donations to Retirement Planning University Inc tax-deductible?
Retirement Planning University Inc is registered as a tax-exempt nonprofit (EIN: 853944658). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Retirement Planning University Inc located?
Retirement Planning University Inc is headquartered in Sunny Isl Bch, Florida and files with the IRS under EIN 853944658. It is classified under NTEE code B99.
How many years of IRS 990 filings does Retirement Planning University Inc have?
Retirement Planning University Inc has 4 years of IRS 990 filings on record at NonprofitSpending. Additional filing years may become available as the IRS releases new data. The most recent filing shows $6.4M in total revenue.
Filing History
IRS 990 filing history for Retirement Planning University Inc showing financial trends over 4 years of public records:
Total assets increased by 24444100% over the same period, from $1 to $244K. In its most recent filing year (2023), Retirement Planning University Inc reported a surplus of $66K, with revenue exceeding expenses. The organization holds $262K in liabilities against $244K in assets (debt-to-asset ratio: 107.2%), resulting in net assets of $-17,722.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $6.2M | $6.2M | $244K | $262K | — | View 990 |
| 2022 | $3.5M | $3.6M | $15K | $99K | — | View 990 |
| 2021 | $195K | $191K | $4K | $0 | — | View 990 |
| 2020 | $0 | $0 | $1 | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $6.2M, expenses of $6.2M, and assets of $244K (revenue +76.8% year-over-year).
- 2022: Revenue of $3.5M, expenses of $3.6M, and assets of $15K (revenue +1699.6% year-over-year).
- 2021: Revenue of $195K, expenses of $191K, and assets of $4K.
- 2020: Revenue of $0, expenses of $0, and assets of $1.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Retirement Planning University Inc:
Data Sources and Methodology
This transparency report for Retirement Planning University Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.