Public Charity

RETIREMENT PLANNING UNIVERSITY INC

RETIREMENT PLANNING UNIVERSITY INC, of SUNNY ISLES BEACH, FL, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $6.8M in revenue, $7.0M in expenses, $13K in total assets.

EIN: 853944658 SUNNY ISLES BEACH, FL Education N.E.C. NTEE: B99 Latest filing: 2025
Total Revenue$6.8M
Total Expenses$7.0M
Total Assets$13K
Grant Records0
Filing Years2021–2025

Mission

THE ORGANIZATION'S MISSION IS TO EDUCATE THE PUBLIC

Where $100 goes at Retirement Planning University Inc

How Retirement Planning University Inc divides every $100 it spends, from its own Form 990 filings, averaged across 5 years.

$100 Programs the work itself
<$1 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $100 for programs

$50
Education of the public
About 50% (cost not reported)
$50
Education of the public
50% of program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

OFFICER Matthew Dicken

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $6.8M $7.0M $13K
2024 $6.4M $6.3M $104K
2023 $6.2M $6.2M $244K
2022 $3.5M $3.6M $15K
2021 $195K $191K $4K

Between 2021 and 2025, reported annual revenue grew from $195K to $6.8M (+3367%), with total assets most recently reported at $13K.

Interactive year-over-year charts and full filing details available with membership.

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