Liabilities / Assets
9th percentile
Tied with the lowest-debt nonprofits in its peer group.
EIN 85-3944658 • 501(c)3 • Louisville, KY
Profile
The organizations mission is educate the public
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
9th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
10th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
43rd percentile
Higher net margin than 43% of similar nonprofits.
Top Officer Pay
23rd percentile
Higher top officer pay than 23% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
3rd percentile
Faster asset growth than 3% of similar nonprofits.
Revenue Growth
42nd percentile
Faster revenue growth than 42% of similar nonprofits.
Assets
Up$244,442
Up $229,213 (+1505%) from 2022
Liabilities
Up$262,164
Up $163,121 (+165%) from 2022
Net Assets
Up-$17,722
Up $66,092 (+79%) from 2022
Revenue
Up$6,219,673
Up $2,702,006 (+77%) from 2022
Expenses
Up$6,153,581
Up $2,548,098 (+71%) from 2022
Net Income
Up$66,092
Up $153,908 (+175%) from 2022
Most recent year
2023 • Form 990Summary only. Only limited summary data is available for this year.
The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.
The organizations mission is educate the public
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $4,002 | $15,229 | ▲ $11,227 |
| Total Assets | $4,002 | $15,229 | ▲ $11,227 |
| Liabilities | |||
| Other Liabilities | - | $99,043 | - |
| Total Liabilities | $0 | $99,043 | ▲ $99,043 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $4,002 | $-83,814 | ▼ $87,816 |
| Total Net Assets Fund Balance | $4,002 | $-83,814 | ▼ $87,816 |
| Total Liabilities and Net Assets / Fund Balance | $4,002 | $15,229 | ▲ $11,227 |
| Name | Title |
|---|---|
| Matthew Dicken | Matthew Dick |
| Line Item | Amount |
|---|---|
| Other Expenses | $3,605,483 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Advertising | $3,415,588 | - | - | $3,415,588 |
| Office Expenses | $174,578 | - | - | $174,578 |
| Fees for Services Other | $14,647 | - | - | $14,647 |
| Fees for Services Legal | $670 | - | - | $670 |
| Total Functional Expenses | $3,605,483 | $0 | $0 | $3,605,483 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Due to Learfield Communications | $60,000 |
| Due to Swd | $39,043 |
“No review was or will be conducted.”
“No documents available to the public”
“EDUCATION OF THE PUBLIC.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | THE ORGANIZATIONS MISSION IS EDUCATE THE PUBLIC |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 3415588 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 3415588 |
| IRS990/BackupWthldComplianceInd | 0 | false |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | MATTHEW DICKEN |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5023278727 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 500 N HURSTBORNE PKY STE 120 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | LOUISVILLE |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | KY |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 40222 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | true |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | true |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 4002 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 15229 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 3398472 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 0 |
| IRS990/CYOtherExpensesAmt | 0 | 3605483 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 119195 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -87816 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 3605483 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 3517667 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | EDUCATION OF THE PUBLIC. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 670 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 670 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 14647 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 14647 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | MATTHEW DICKEN |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | MATTHEW DICK |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 1 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 3517667 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 6 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | KY |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | THE ORGANIZATIONS MISSION IS EDUCATE THE PUBLIC |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 4002 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | -83814 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 4002 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | -83814 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 174578 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 174578 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 99043 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | MATTHEW DICKEN |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 119195 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 119195 |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | EDUCATION OF THE PUBLIC. |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 0 | 3605483 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -87816 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/RelatedOrganizationsAmt | 0 | 3398472 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | NO ACTIVITES IN THE CURRENT YEAR 0 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART III, LINE 12 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 3398472 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 60000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 3458472 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 119195 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 135464 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 254659 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 3713131 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 3517667 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 195464 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 3713131 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 3517667 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 195464 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 3713131 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 60000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 39043 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | DUE TO LEARFIELD COMMUNICATIONS |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | DUE TO SWD |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 99043 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt | 0 | STRATEGIC WEALTH DESIGNERS |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt | 0 | MEMBER OWNED |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | false |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EDUCATION OF THE PUBLIC. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | NO REVIEW WAS OR WILL BE CONDUCTED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 2, PART III, LINE 4D |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 4002 |
| IRS990/TotalAssetsEOYAmt | 0 | 15229 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 4002 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 15229 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 3398472 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 3605483 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 3605483 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 99043 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 99043 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 4002 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | -83814 |
| IRS990/TotalOtherProgSrvcExpenseAmt | 0 | 3605483 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 3605483 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 119195 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 119195 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 3517667 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 4002 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 15229 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/USAddress/AddressLine1Txt | 0 | 500 N HURSTBORNE PKY STE 120 |
| IRS990/USAddress/CityNm | 0 | LOUISVILLE |
| IRS990/USAddress/StateAbbreviationCd | 0 | KY |
| IRS990/USAddress/ZIPCd | 0 | 40222 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 1 |
| IRS990/VotingMembersIndependentCnt | 0 | 1 |
| IRS990/WebsiteAddressTxt | 0 | WWW.RETIREMENTPLANNINGUNIERSITY.COM |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MATTHEW DICKEN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | MATTHEW DICKEN |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5023278727 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-05-20 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | RETIREMENT PLANNING UNIVERSITY INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | RETI |
| ReturnHeader/Filer/EIN | 0 | 853944658 |
| ReturnHeader/Filer/PhoneNum | 0 | 5023278727 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 500 N HURSTBORNE PKY STE 120 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LOUISVILLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | KY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 402225455 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 842086487 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PEAK NUMBERS LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3519 CENTER POINT RD NE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CEDAR RAPIDS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 52402 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3193905555 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-09-12 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BRUCE WILLEY |
| ReturnHeader/ReturnTs | 0 | 2023-09-13T12:35:59-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | MATTHEW |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | DICKEN |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
No mirrored PDF or thumbnail assets are attached yet.