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Nonprofit · EIN 33-4275112

RETIREMENT PLAN CONSULTANTS ORGANIZATION

Tax-exempt · BRADENTON, FL 34209

Financials

$326K$239K2025
Revenue Expenses · by fiscal year end
Financials of RETIREMENT PLAN CONSULTANTS ORGANIZATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$326,250$239,349$86,901$86,901$0$86,901
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$750
Program service revenue
$325,500
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$125,006
Salaries, compensation and benefits (total)
$125,006
Professional fundraising fees
$0
Legal fees
$5,000
Accounting fees
$395
Travel
$33,672
Program services (functional)
$33,672
Management and general (functional)
$205,677

Balance sheet and other

Total assets, start of year
$0
Total assets, end of year
$86,901
Total liabilities, end of year
$0
Net assets, end of year
$86,901
Net assets without donor restrictions
$86,901
Gross receipts
$326,250
Employees
0
Volunteers
27
Year formed
2025
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
JAMES BRANDBOARD MEMBER
Officer
1.5$0
TOM BURNSBOARD MEMBER
Officer
1.5$0
KIM CAROLANBOARD MEMBER
Officer
1.5$0
CAMERON DABIRBOARD MEMBER
Officer
1.5$0
SANDRA EILERSEXECUTIVE OF
Officer
2$0
JOSH HUNNEXBOARD MEMBER
Officer
1$0
BRYAN JONESBOARD MEMBER
Officer
1.5$0
EMMA JOYCE-SHIVELYBOARD MEMBER
Officer
1.5$0
JULIE KIWADABOARD MEMBER
Officer
1.5$0
KELSEY LARSONEXECUTIVE OF
Officer
2$0
MIKE LEEEXECUTIVE OF
Officer
2$0
LEIGH LEWISBOARD MEMBER
Officer
1.5$0
MICHELLE MARSHEXECUTIVE OF
Officer
2$0
ANTHONY PARISIBOARD MEMBER
Officer
1.5$0
SHAWN PARKERBOARD MEMBER
Officer
1.5$0
12 more people on this return
NameTitleHours / weekCompensation
CORY REYNOLDSBOARD MEMBER
Officer
1$0
MATT SCHONEMANBOARD MEMBER
Officer
1.5$0
LARRY SHOEMAKERBOARD MEMBER
Officer
1.5$0
MATT SLYTERBOARD MEMBER
Officer
1.5$0
RUSS SMITHBOARD MEMBER
Officer
1.5$0
BEKAH THOMASBOARD MEMBER
Officer
1.5$0
CHRISTOPER TIPPERBOARD MEMBER
Officer
1.5$0
KATHERINE TIPPERTREASURER
Officer
2.25$0
TOM TSARISBOARD MEMBER
Officer
1.5$0
MARK VAUGHNBOARD MEMBER
Officer
1.5$0
ANTHONY WARRENBOARD MEMBER
Officer
1.5$0
MICHELLE ZENTNERBOARD MEMBER
Officer
1$0

Address and contacts

Address (IRS master file)
8810 11TH AVENUE TER NW, BRADENTON, FL 34209-9662
Principal officer (990 for 2025)
KATHERINE TIPPER, 119 E PALATINE RD 104, PALATINE, IL 60067
Signed the 990
KATHERINE TIPPER, TREASURER
Phone
(877) 354-3849
Return prepared by
CJG PARTNERS LLP

Mission

TO UNITE THE NATIONS LEADING INDEPENDENT RETIREMENT PLAN CONSULTANTS IN SHAPING THE FUTURE OF THE RETIREMENT INDUSTRY THROUGH COLLABORATION, INNOVATION, AND SHARED EXPERTISE.

990 for the year ended December 31, 2025

Program accomplishments

  • DUES PAID BY MEMBERS.
    revenue $262,500
  • SPONSORSHIP FROM RETIREMENT SERVICE PROVIDERS.
    Expenses $33,672 · revenue $63,000

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, 2025Check at the IRS
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
33-4275112
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2026
Accounting year ends
December
Files
Form 990 or 990-EZ

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$326,250$239,349$86,901XML

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 33-4275112).

Questions about RETIREMENT PLAN CONSULTANTS ORGANIZATION

What is the EIN of RETIREMENT PLAN CONSULTANTS ORGANIZATION?
The employer identification number (EIN) of RETIREMENT PLAN CONSULTANTS ORGANIZATION is 33-4275112.
Is RETIREMENT PLAN CONSULTANTS ORGANIZATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2026.
Are donations to RETIREMENT PLAN CONSULTANTS ORGANIZATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does RETIREMENT PLAN CONSULTANTS ORGANIZATION 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 PLAN CONSULTANTS ORGANIZATION 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 PLAN CONSULTANTS ORGANIZATION 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 PLAN CONSULTANTS ORGANIZATION?
The 990 for the year ended December 31, 2025 names KATHERINE TIPPER.
Who are the officers and directors of RETIREMENT PLAN CONSULTANTS ORGANIZATION?
The 990 for the year ended December 31, 2025 lists 27 people; 0 received compensation from the organization.
How much revenue does RETIREMENT PLAN CONSULTANTS ORGANIZATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $326,250, expenses of $239,349 and total assets of $86,901 at year end.

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