Civic Intelligence

Retirement Planning University Inc.

990EZ • Fiscal year 2021 • EIN 85-3944658

Jan 01, 2021 to Dec 31, 2021 • Filed on May 20, 2022

Organization ProfileWWW.RETIREMENTPLANNINGUNIERSITY.COM
500 N Hurstborne Pky Ste 120Louisville, KY 40222-5455

(502) 327-8727

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

40th percentile

2.1%

Higher net margin than 40% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

100th percentile

400100%

Faster asset growth than 100% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$4,002

Up $4,001 (+400100%) from 2020

Net Assets

$4,002

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin40th percentile

Revenue

Up

$195,464

Up $195,464 from 2020

Expenses

Up

$191,262

Up $191,262 from 2020

Net Income

Up

$4,202

Up $4,202 from 2020

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$4,002
Liabilities-
Net Assets$4,002
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$195,464
Expenses$191,262
Net Income$4,202
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 20, 2022
Return Version
2021v4.0
Gross Receipts
$195,464
Mission and Program Overview

Mission

The organizations mission is educate the public

Program Services

DescriptionGrantsExpenses
EDUCATION OF THE PUBLIC.-$191,262
EDUCATION OF THE PUBLIC.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW DICKENMatthew Dick-$0--
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

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-ez, Part I, Line 8

“Other revenue 10,000 total 10,000”

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 183,976 interest 3 total 183,979”

Form 990-ez, Part I, Line 20

“PENALTIES -200”

Form 990-ez, Part III, Line 31

“EDUCATION OF THE PUBLIC.”

Raw XML Appendix114 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MATTHEW DICKEN
IRS990EZ/BooksInCareOfDetail/PhoneNum05023278727
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0500 N HURSTBORNE PKY STE 120
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040222
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04002
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt060000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04202
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07283
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04002
IRS990EZ/GrossReceiptsAmt0195464
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04002
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04002
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATTHEW DICKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MATTHEW DICK
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-200
IRS990EZ/OtherExpensesTotalAmt0183979
IRS990EZ/OtherRevenueTotalAmt010000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATIONS MISSION IS EDUCATE THE PUBLIC
IRS990EZ/ProgramServiceRevenueAmt0125464
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION OF THE PUBLIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATION OF THE PUBLIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0191262
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0191262
IRS990EZ/TotalProgramServiceExpensesAmt0191262
IRS990EZ/TotalRevenueAmt0195464
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.RETIREMENTPLANNINGUNIERSITY.COM
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0NO ACTIVITES IN THE CURRENT YEAR 0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt060000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0135464
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0135464
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0195464
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0195464
IRS990ScheduleA/Total509Grp/TotalAmt0195464
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0195464
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0195464
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 10,000 TOTAL 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 183,976 INTEREST 3 TOTAL 183,979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PENALTIES -200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EDUCATION OF THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW DICKEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MATTHEW DICKEN
ReturnHeader/BusinessOfficerGrp/PhoneNum05023278727
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RETIREMENT PLANNING UNIVERSITY INC
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0853944658
ReturnHeader/Filer/PhoneNum05023278727
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 N HURSTBORNE PKY STE 120
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0402225455
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842086487
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PEAK NUMBERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03519 CENTER POINT RD NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052402
ReturnHeader/PreparerPersonGrp/PhoneNum03193905555
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE WILLEY
ReturnHeader/ReturnTs02022-05-24T16:08:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATTHEW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DICKEN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,002
Liabilities
-
Net assets
$4,002
Revenue
$195,464
Expenses
$191,262
Net income
$4,202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.24$0.26$0.02$6.22$6.15$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.10$0.08$3.52$3.61$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.20$0.19$0.00
2020Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00