Civic Intelligence

Retirement Planning University Inc

EIN 85-3944658 • 501(c)3 • Louisville, KY

Profile

The organizations mission is educate the public

500 N Hurstborne Pky Ste 120Louisville, KY 40222-5455

www.retirementplanninguniersity.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

43rd percentile

1.9%

Higher net margin than 43% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

3rd percentile

-57%

Faster asset growth than 3% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

3.2%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

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

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0-$100KAssets 2020: $1Liabilities 2020: $02020Assets 2021: $4,002Net Assets 2021: $4,0022021Assets 2022: $15,229Liabilities 2022: $99,043Net Assets 2022: -$83,8142022Assets 2023: $244,442Liabilities 2023: $262,164Net Assets 2023: -$17,7222023

Highlighted filing

2023

Assets$244,442
Liabilities$262,164
Net Assets-$17,722

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $195,464Expenses 2021: $191,262Net Income 2021: $4,2022021Revenue 2022: $3,517,667Expenses 2022: $3,605,483Net Income 2022: -$87,8162022Revenue 2023: $6,219,673Expenses 2023: $6,153,581Net Income 2023: $66,0922023

Highlighted filing

2023

Revenue$6,219,673
Expenses$6,153,581
Net Income$66,092

Filings

Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 20, 2022
Return Version
2022v5.0
Gross Receipts
$3,517,667
Mission and Program Overview

Mission

The organizations mission is educate the public

Balance Sheet Detail
LineBeginningEndChange
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Matthew DickenMatthew Dick
Revenue and Support

Revenue Composition

Contributions and Grants
$3,398,472
Program Service Revenue
$119,195
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-87,816
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Learfield Communications$60,000
Due to Swd$39,043
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Retirement Planning University Inc
EIN
85-3944658
Phone
5023278727
Address
500 N HURSTBORNE PKY STE 120, LOUISVILLE, KY 40222-5455

Signing Officer

Name
Matthew Dicken
Title
Matthew Dicken
Phone
5023278727
Signed
2022-05-20

Organization Details

Principal Officer
Matthew Dicken
Legal Domicile
Ky
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Peak Numbers LLC
Address
3519 CENTER POINT RD NE, CEDAR RAPIDS, IA 52402
Preparer
Bruce Willey
Phone
3193905555
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

EDUCATION OF THE PUBLIC.

Raw XML Appendix241 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GrossReceiptsAmt03517667
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IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0THE ORGANIZATIONS MISSION IS EDUCATE THE PUBLIC
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt04002
IRS990/NetAssetsOrFundBalancesEOYAmt0-83814
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04002
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt0174578
IRS990/OfficeExpensesGrp/TotalAmt0174578
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherLiabilitiesGrp/EOYAmt099043
IRS990/PartialLiquidationInd0false
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleD/TotalLiabilityAmt099043
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/TaxPeriodBeginDt02022-01-01
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ReturnHeader/TaxYr02022

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No mirrored PDF or thumbnail assets are attached yet.