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Retirement Planning Company Incorporated

  • Deming, NM
  • Tax-exempt since Jan. 1965
  • EIN: 85-0202610

Organization summary

Type of Nonprofit

Designated as a Civic leagues, social welfare organizations and local associations of employees, created to promote community welfare for charitable, educational or recreational purposes.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$567k (2024)

Expenses
$704k (2024)

Total Assets
$1.55M (2024)

Total Liabilities
$35.3k (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$566,910
Expenses
$704,409
Net Income
-$137,499
Net Assets
$1,516,789
Notable Sources of Revenue Percent of Total Revenue
Contributions $106,802
18.8%
Program Services $423,374
74.7%
Investment Income $22,080
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $14,654
2.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $192,199
27.3%
Assets/Debt
Total Assets $1,552,058
Total Liabilities $35,269
Net Assets $1,516,789
Compensation
Key Employees and Officers Compensation Related Other
Harold C Morrow (Member) $0 $0 $0
Julie Bolton (Member) $0 $0 $0
David Arriola (President) $0 $0 $0
Merline Hensley (Member) $0 $0 $0
Marcia Mallick (Member) $0 $0 $0
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Document Links

990
Filed on Nov. 14, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$518,888
Expenses
$675,138
Net Income
-$156,250
Net Assets
$1,654,288
Notable Sources of Revenue Percent of Total Revenue
Contributions $111,488
21.5%
Program Services $400,772
77.2%
Investment Income $18,977
3.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$12,349
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $189,712
28.1%
Assets/Debt
Total Assets $1,695,070
Total Liabilities $40,782
Net Assets $1,654,288
Compensation
Key Employees and Officers Compensation Related Other
Harold C Morrow (President) $0 $0 $0
Julie Bolton (Member) $0 $0 $0
David Arriola (Vice President) $0 $0 $0
Merline Hensley (Secretary Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$509,335
Expenses
$649,096
Net Income
-$139,761
Net Assets
$1,810,538
Notable Sources of Revenue Percent of Total Revenue
Contributions $132,554
26.0%
Program Services $390,712
76.7%
Investment Income $17,707
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$31,638
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $180,575
27.8%
Assets/Debt
Total Assets $1,850,260
Total Liabilities $39,722
Net Assets $1,810,538
Compensation
Key Employees and Officers Compensation Related Other
Gary Jeffreys (President) $0 $0 $0
Harold C Morrow (Vice President) $0 $0 $0
Julie Bolton (Member) $0 $0 $0
David Arriola (Member) $0 $0 $0
Merline Hensley (Member) $0 $0 $0
Charles A Sayre (Secretary/Treasurer) $0 $0 $0
Joseph A Karas (Member) $0 $0 $0
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Document Links

990
Filed on May 11, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$526,640
Expenses
$594,273
Net Income
-$67,633
Net Assets
$1,950,299
Notable Sources of Revenue Percent of Total Revenue
Contributions $130,596
24.8%
Program Services $381,224
72.4%
Investment Income $13,006
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,814
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $173,735
29.2%
Assets/Debt
Total Assets $1,988,626
Total Liabilities $38,327
Net Assets $1,950,299
Compensation
Key Employees and Officers Compensation Related Other
Gary Jeffreys (President) $0 $0 $0
Harold C Morrow (Vice President) $0 $0 $0
Julie Bolton (Member) $0 $0 $0
David Arriola (Secretary/Treasurer) $0 $0 $0
Merline Hensley (Member) $0 $0 $0
+ View more people

Document Links

990
Filed on June 8, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$552,199
Expenses
$576,524
Net Income
-$24,325
Net Assets
$2,017,932
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $522,288
94.6%
Investment Income $16,262
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,649
2.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $172,371
29.9%
Assets/Debt
Total Assets $2,056,643
Total Liabilities $38,711
Net Assets $2,017,932
Compensation
Key Employees and Officers Compensation Related Other
Gary Jeffreys (President) $0 $0 $0
Harold C Morrow (Vice President) $0 $0 $0
Joseph Karas (Member) $0 $0 $0
Charles Sayre (Secretary/Treasurer) $0 $0 $0
Merline Hensley (Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 13, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$555,862
Expenses
$524,570
Net Income
$31,292
Net Assets
$2,042,257
Notable Sources of Revenue Percent of Total Revenue
Contributions $134,809
24.3%
Program Services $386,637
69.6%
Investment Income $18,533
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $15,883
2.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $165,237
31.5%
Assets/Debt
Total Assets $2,080,609
Total Liabilities $38,352
Net Assets $2,042,257

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$538,115
Expenses
$627,997
Net Income
-$89,882
Net Assets
$2,010,965
Notable Sources of Revenue Percent of Total Revenue
Contributions $146,108
27.2%
Program Services $377,201
70.1%
Investment Income $18,790
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$3,984
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $175,489
27.9%
Assets/Debt
Total Assets $2,053,015
Total Liabilities $42,050
Net Assets $2,010,965

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$601,469
Expenses
$582,771
Net Income
$18,698
Net Assets
$2,100,847
Notable Sources of Revenue Percent of Total Revenue
Contributions $212,542
35.3%
Program Services $381,838
63.5%
Investment Income $14,559
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$7,470
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $170,649
29.3%
Assets/Debt
Total Assets $2,145,529
Total Liabilities $44,682
Net Assets $2,100,847

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$635,203
Expenses
$532,865
Net Income
$102,338
Net Assets
$2,082,149
Notable Sources of Revenue Percent of Total Revenue
Contributions $205,633
32.4%
Program Services $413,496
65.1%
Investment Income $12,453
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,621
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $160,123
30.0%
Assets/Debt
Total Assets $2,131,241
Total Liabilities $49,092
Net Assets $2,082,149

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$586,201
Expenses
$518,353
Net Income
$67,848
Net Assets
$1,979,811
Notable Sources of Revenue Percent of Total Revenue
Contributions $191,359
32.6%
Program Services $381,631
65.1%
Investment Income $15,075
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$1,864
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $160,273
30.9%
Assets/Debt
Total Assets $2,058,439
Total Liabilities $78,628
Net Assets $1,979,811

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$574,005
Expenses
$488,308
Net Income
$85,697
Net Assets
$1,911,963
Notable Sources of Revenue Percent of Total Revenue
Contributions $188,631
32.9%
Program Services $375,710
65.5%
Investment Income $17,349
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$7,685
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $152,531
31.2%
Assets/Debt
Total Assets $2,017,010
Total Liabilities $105,047
Net Assets $1,911,963

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$574,440
Expenses
$487,400
Net Income
$87,040
Net Assets
$1,826,266
Notable Sources of Revenue Percent of Total Revenue
Contributions $190,194
33.1%
Program Services $362,812
63.2%
Investment Income $19,558
3.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,876
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $145,387
29.8%
Assets/Debt
Total Assets $1,962,716
Total Liabilities $136,450
Net Assets $1,826,266

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$575,424
Expenses
$483,398
Net Income
$92,026
Net Assets
$1,739,226
Notable Sources of Revenue Percent of Total Revenue
Contributions $191,165
33.2%
Program Services $349,662
60.8%
Investment Income $19,437
3.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $15,160
2.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $136,778
28.3%
Assets/Debt
Total Assets $1,906,923
Total Liabilities $167,697
Net Assets $1,739,226

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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