Retirement Planning Company Incorporated
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 575,424 | 483,398 | 92,026 | 43.2 | 28% |
| 2013 | 574,440 | 487,400 | 87,040 | 45.0 | 30% |
| 2014 | 574,005 | 488,308 | 85,697 | 47.0 | 31% |
| 2015 | 586,201 | 518,353 | 67,848 | 45.8 | 31% |
| 2016 | 635,203 | 532,865 | 102,338 | 46.9 | 30% |
| 2017 | 601,469 | 582,771 | 18,698 | 43.3 | 29% |
| 2018 | 538,115 | 627,997 | −89,882 | 38.4 | 28% |
| 2019 | 555,862 | 524,570 | 31,292 | 46.7 | 31% |
| 2020 | 552,199 | 576,524 | −24,325 | 42.0 | 30% |
| 2021 | 526,640 | 594,273 | −67,633 | 39.4 | 29% |
| 2022 | 509,335 | 649,096 | −139,761 | 33.5 | 28% |
| 2023 | 518,888 | 675,138 | −156,250 | 29.4 | 28% |
| 2024 | 566,910 | 704,409 | −137,499 | 25.8 | 27% |
In its most recent public year (2024), this organization spent $137,499 more than it brought in. Its reserves stood at about 25.8 months of spending, down from 43.2 in 2012. Staff pay was 27% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2024. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Retirement Planning Company Incorporated's IRS filings as a feed — one entry per filing year, through 2024. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works