Nonprofit · EIN 85-1376402
EDUCATIONAL RETIREMENT ADVISORS
Tax-exempt · DUBLIN, OH 43016
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $6,715 | $6,854 | -$139 | $360 | – | $360 |
| December 31, 2023 | 990-EZ | $5,861 | $11,931 | -$6,070 | $499 | – | $499 |
| December 31, 2022 | 990-EZ | $16,000 | $10,999 | $5,001 | $6,569 | – | $6,569 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Membership dues
- $6,715
Expenses
- Compensation of officers, directors and key employees
- $0
- Occupancy
- $6,854
Balance sheet and other
- Total assets, start of year
- $499
- Total assets, end of year
- $360
- Total liabilities, end of year
- –
- Net assets, end of year
- $360
- Cash, savings and investments
- $360
- Gross receipts
- $6,715
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-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelli P Mulhern | President | 1 | $0 |
| Dennis P Mulhern | Treasurer | 1 | $0 |
| Open | Secretary | 1 | $0 |
| Terry S Mulhern | Board Member | 1 | $0 |
990-EZ for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelli P Mulhern | President | 1 | $0 |
| Dennis P Mulhern | Treasurer | 1 | $0 |
| Meredeth Rosenbeck | Secretary | 1 | $0 |
| Terry S Mulhern | Board Member | 1 | $0 |
990-EZ for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelli P Mulhern | President | 7 | $0 |
| Dennis Mulhern | Treaurer | 7 | $0 |
| Meredeth Rosenbeck | Secretary | 7 | $0 |
Address and contacts
- Address (IRS master file)
- 5693 TYNECASTLE LOOP, DUBLIN, OH 43016-6044
- In care of
- % KELLI P MULHERN
- Signed the 990-EZ
- Kelli Mulhern, President
Mission
Retirement Planning Education
Program accomplishments
- We are a nonprofit dedicated to helping individuals & our communities be better educated on all aspects of planning for a stress-free retirement. Retirement planning can be overwhelming and complex if you navigate it on your own. We are passionate about making the process simple and easy. Our first priority is helping people understand the need for a comprehensive retirement plan. Secondly we provide education to help simplify planning through content on this website seminars and presentations. Finally our ultimate mission is to ensure everyone has a documented customized & optimized retirement plan created by a retirement planner.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 85-1376402
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $360
- Income (IRS master file)
- $6,715
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $6,715 | $6,854 | $360 | XML |
| 990-EZ | December 2023 | $5,861 | $11,931 | $499 | XML |
| 990-EZ | December 2022 | $16,000 | $10,999 | $6,569 | XML |
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 85-1376402).
Questions about EDUCATIONAL RETIREMENT ADVISORS
- What is the EIN of EDUCATIONAL RETIREMENT ADVISORS?
- The employer identification number (EIN) of EDUCATIONAL RETIREMENT ADVISORS is 85-1376402.
- Is EDUCATIONAL RETIREMENT ADVISORS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to EDUCATIONAL RETIREMENT ADVISORS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EDUCATIONAL RETIREMENT ADVISORS file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of EDUCATIONAL RETIREMENT ADVISORS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EDUCATIONAL RETIREMENT ADVISORS last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who are the officers and directors of EDUCATIONAL RETIREMENT ADVISORS?
- The 990-EZ for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does EDUCATIONAL RETIREMENT ADVISORS have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $6,715, expenses of $6,854 and total assets of $360 at year end.
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