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RETIREMENT PLANNING UNIVERSITY, INC.

RETIREMENT PLANNING UNIVERSITY, INC.

Company Details

Name:	RETIREMENT PLANNING UNIVERSITY, INC.
Legal type:	Foreign Corporation
Status:	Active
Standing:	Good
Profit or Non-Profit:	Non-profit
File Date:	30 Oct 2020 (4 years ago)
Authority Date:	30 Oct 2020 (4 years ago)
Last Annual Report:	05 Jun 2024 (10 months ago)
Organization Number:	1118908
Industry:	Miscellaneous Services
Number of Employees:	Small (0-19)
ZIP code:	40222
City:	Louisville, Bancroft, Bellemeade, Crossgate, Glenvie...
Primary County:	Jefferson County
Principal Office:	500 N HURSTBOURNE PARKWAY, LOUISVILLE, KY 40222
Place of Formation:	DELAWARE

President

Name	Role
Matthew J Dicken	President

Vice President

Name	Role
Matthew J Dicken	Vice President

Secretary

Name	Role
Matthew J Dicken	Secretary

Treasurer

Name	Role
Matthew J Dicken	Treasurer

Director

Name	Role
Matthew J Dicken	Director

Registered Agent

Name	Role
CAPITOL CORPORATE SERVICES, INC.	Registered Agent

Filings

Name	File Date
Annual Report	2024-06-05
Annual Report	2023-01-20
Annual Report	2022-02-08
Annual Report	2021-03-09
Application for Certificate of Authority(Corp)	2020-10-30

Tax Exempt

EIN

Type of Organization

Exempt Organization Status

Address

Ruling Date

85-3944658

Corporation

Unconditional Exemption

500 N HURSTBOURNE PKWY STE 120, LOUISVILLE, KY, 40222-5455

2021-06

In Care of Name	-
Group Exemption Number	0000
Subsection	Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation	Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification	Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility	Contributions are deductible.
Foundation	Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period	2023-12
Asset	100,000 to 499,999
Income	5,000,000 to 9,999,999
Filing Requirement	990 (all other) or 990EZ return
PF Filing Requirement	No 990-PF return
Accounting Period	Dec
Asset Amount	244442
Income Amount	6219673
Form 990 Revenue Amount	6219673
National Taxonomy of Exempt Entities	Education: Education N.E.C.
Sort Name	-

Publication 78 Data

Description	Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List	Yes
Deductibility	Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Determination Letter

Final Letter(s)

FinalLetter_85-3944658_RETIREMENTPLANNINGUNIVERSITYINC_03092021_00.tif
FinalLetter_85-3944658_RETIREMENTPLANNINGUNIVERSITYINC_03092021.tif

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name	RETIREMENT PLANNING UNIVERSITY INC
EIN	85-3944658
Tax Period	202212
Filing Type	E
Return Type	990
File	View File

Organization Name	RETIREMENT PLANNING UNIVERSITY INC
EIN	85-3944658
Tax Period	202112
Filing Type	E
Return Type	990EZ
File	View File

Organization Name	RITIREMENT PLANNING UNIVERSITY INC
EIN	85-3944658
Tax Period	202012
Filing Type	P
Return Type	990EZ
File	View File

Sources: Kentucky Secretary of State