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Nonprofit · EIN 85-3944658

RETIREMENT PLANNING UNIVERSITY INC

Tax-exempt · SUNNY ISL BCH, FL 33160

Financials

$6.2M$6.2M2023$6.4M$6.3M2024$6.8M$7M2025
Revenue Expenses · by fiscal year end
Financials of RETIREMENT PLANNING UNIVERSITY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$6,776,952$6,999,187-$222,235$13,412$131,724-$118,312
December 31, 2024990$6,416,556$6,294,911$121,645$103,923$0$103,923
December 31, 2023990$6,219,673$6,153,581$66,092$244,442$262,164-$17,722
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$6,655,000
Program service revenue
$61,139
Investment income
$913
Other revenue
$59,900

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,450
Program services (functional)
$6,999,187

Balance sheet and other

Total assets, start of year
$103,923
Total assets, end of year
$13,412
Total liabilities, end of year
$131,724
Net assets, end of year
-$118,312
Net assets without donor restrictions
-$118,312
Gross receipts
$6,776,952
Employees
0
State of legal domicile
DE

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MATTHEW DICKENOFFICER
Officer
–$0
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
MATTHEW DICKENMATTHEW DICK
Officer
–$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
MATTHEW DICKENMATTHEW DICK
Officer
–$0

Address and contacts

Address (IRS master file)
15701 COLLINS AVE UNIT 4102, SUNNY ISL BCH, FL 33160-5432
Principal officer (990 for 2025)
MATTHEW DICKEN, 15701 COLLINS AVE UNIT 4102, SUNNY ISLES BEACH, FL 33160
Signed the 990
MATTHEW DICKEN, OFFICER
Phone
(502) 327-8727
Return prepared by
GABOR & ASSOCIATES

Mission

THE ORGANIZATION'S MISSION IS TO EDUCATE THE PUBLIC

990 for the year ended December 31, 2025

Program accomplishments

  • EDUCATION OF THE PUBLIC.
    revenue $61,139
  • EDUCATION OF THE PUBLIC.
    Expenses $6,999,187

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 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
85-3944658
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
2021
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B99)
Assets (IRS master file)
$13,412
Income (IRS master file)
$6,776,952

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$6,776,952$6,999,187$13,412IRS
990December 2024$6,416,556$6,294,911$103,923XML
990December 2023$6,219,673$6,153,581$244,442XML
990December 2022$3,517,667$3,605,483$15,229IRS
990-EZDecember 2021–––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 85-3944658).

Questions about RETIREMENT PLANNING UNIVERSITY INC

What is the EIN of RETIREMENT PLANNING UNIVERSITY INC?
The employer identification number (EIN) of RETIREMENT PLANNING UNIVERSITY INC is 85-3944658.
Is RETIREMENT PLANNING UNIVERSITY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to RETIREMENT PLANNING UNIVERSITY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does RETIREMENT PLANNING UNIVERSITY 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 RETIREMENT PLANNING UNIVERSITY 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 RETIREMENT PLANNING UNIVERSITY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of RETIREMENT PLANNING UNIVERSITY INC?
The 990 for the year ended December 31, 2025 names MATTHEW DICKEN.
Who are the officers and directors of RETIREMENT PLANNING UNIVERSITY INC?
The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does RETIREMENT PLANNING UNIVERSITY INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $6,776,952, expenses of $6,999,187 and total assets of $13,412 at year end.

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