BEducationEIN: 853944658· Ruling Year: 2021

Retirement Planning University Inc

Sunny Isl Bch, Florida

CHealth Score
37C

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Below Average

How This Organization Compares

Compared to 4 peers in Education with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.00×
Peer Median20.77×
💰
$6.2M
Total Revenue
📊
$6.2M
Total Expenses
🏦
-$18K
Net Assets
📋
$262K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+76.8%
Year-over-year change (2022 → 2023)
Net Margin
+1.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
-0.00
Net assets divided by total expenses
Liabilities-to-Assets
107.2%
Total liabilities as % of total assets

Filing History

4 filings on record
YearRevenueExpensesAssets
2023$6,219,67377%$6,153,58171%$244,4421505%
2022$3,517,6671700%$3,605,4831785%$15,229281%
2021$195,464$191,262$4,002400100%
2020$0$0$1

Frequently Asked Questions

What does Retirement Planning University Inc do?

Retirement Planning University Inc is a education nonprofit organization based in Florida. It is classified under NTEE code B99 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Retirement Planning University Inc financially healthy?

Based on our 9-metric Financial Health Score model, Retirement Planning University Inc has a score of 37/100 (Grade: C). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Retirement Planning University Inc generate?

Retirement Planning University Inc reports $6.4M in annual revenue and holds $104K in total assets, based on IRS filings.

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Retirement Planning University Inc — Sunny Isl Bch, FL | GiveScope