Retirement Planning University Inc

Analysis

Retirement Planning University Inc is a registered charity in United States, based in Sunny Isl BCH, FL. It received its IRS tax-exemption ruling in June 2021, 5 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Retirement Planning University Inc reported income of $6.2m and spending of $6.2m, spending 99% of its income. Across the 2 years on record, from December 2022 to December 2023, income grew from $3.5m to $6.2m (+77%), an average of +77% a year. The sharpest change came in the year to December 2023, when income rose by 77%. Over the whole period it spent 100% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Retirement Planning University Inc sits at the 91st percentile: it is larger than about 90% of them. Against every charity in United States with reported income it ranks in the 93rd percentile, and in the 94th percentile within FL. Charities of a similar size with the same main cause include Center for Child Counseling Inc ($6.2m), Bartlett Learning Center Inc ($6.2m) and Uc Berkeley Management Company ($6.2m).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 98% and program service revenue 2.4% of the total. At year end it held assets of $244k against liabilities of $262k, net assets of -$18k.