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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 20-4904660

PINNACLE STUDY GROUP INC

Tax-exempt · BRAINTREE, MA 02184

Financials

$74K$51K2023$90K$59K2024$55K$63K2025
Revenue Expenses · by fiscal year end
Financials of PINNACLE STUDY GROUP INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$54,761$62,684-$7,923$130,994–$130,994
December 31, 2024990-EZ$89,578$59,409$30,169$138,917–$138,917
December 31, 2023990-EZ$73,916$50,643$23,273$108,748$0$108,748
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Membership dues
$20,400
Program service revenue
$30,279
Investment income
$4,082

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$1,312
Other expenses
$61,372

Balance sheet and other

Total assets, start of year
$138,917
Total assets, end of year
$130,994
Total liabilities, end of year
–
Net assets, end of year
$130,994
Cash, savings and investments
$130,994
Gross receipts
$54,761

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Brian MoldtPResident3$0
Kevin Morsetreasurer3$0
990-EZ for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
Brian MoldtPResident3$0
Kevin Morsetreasurer3$0
990-EZ for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
BRIAN MOLDTPRESIDENT4$0
DWAIN OWENSVICE PRESIDENT4$0
KEVIN MORSETREASURER4$0
CHRIS LUNDSECRETARY4$0

Address and contacts

Address (IRS master file)
35 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA 02184-8703
In care of
% MYRON OWENS
Signed the 990-EZ
Kevin Morse, treasurer
Phone
(617) 786-1600
Return prepared by
Myron Owens

Mission

Provide Mutual Support and Growth in an educational context where members can broaden their perspective in insurance and financial services to better serve the respective communities we live and work in

990-EZ for the year ended December 31, 2025

Program accomplishments

  • We have all been able to learn how to serve our repsective communities in the US in a better way as it relates to insuranceand financial planning

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-EZ for PINNACLE STUDY GROUP INC

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
20-4904660
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2007
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B99)
Assets (IRS master file)
$130,994
Income (IRS master file)
$54,761

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$54,761$62,684$130,994XML
990-EZDecember 2024$89,578$59,409$138,917XML
990-EZDecember 2023$73,916$50,643$108,748XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4904660).

Questions about PINNACLE STUDY GROUP INC

What is the EIN of PINNACLE STUDY GROUP INC?
The employer identification number (EIN) of PINNACLE STUDY GROUP INC is 20-4904660.
Is PINNACLE STUDY GROUP INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to PINNACLE STUDY GROUP INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PINNACLE STUDY GROUP INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PINNACLE STUDY GROUP INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PINNACLE STUDY GROUP INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of PINNACLE STUDY GROUP INC?
The 990-EZ for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does PINNACLE STUDY GROUP INC have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $54,761, expenses of $62,684 and total assets of $130,994 at year end.

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