EntityWire

EntityWire / EIN 52-0788987

Tax-exempt organization

UNITED PLANNING ORGANIZATION

EIN 52-0788987. What DOL Form 5500 filings (EFAST2) and IRS Exempt Organizations Business Master File say about this entity, with the source and date on every fact. Latest record 2026-09.

Tax-exempt organization ยท Files a Form 5500

UNITED PLANNING ORGANIZATION

301 RHODE ISLAND AVE NW, WASHINGTON, DC 20001-1826

EIN

52-0788987

Tax-exempt status

501(c)(3) charitable, religious, educational

IRS · 2026-09

Deductibility

Contributions are deductible

IRS · 2026-09

Foundation classification

Publicly supported charity (170(b)(1)(A)(vi))

IRS · 2026-09

IRS ruling date

1964-07

IRS · 2026-09

NTEE code

P200

IRS · 2026-09

Latest tax period on file

2025-09

IRS · 2026-09

Revenue (latest 990)

$42,513,429

IRS · 2026-09

Assets (latest 990)

$10,604,545

IRS · 2026-09

Benefit plan 1, 2024 filing

RETIREMENT INCOME PLAN OF UNITED PLANNING ORGANIZATION

DOL · 2026-07-15

Participants (start of year)

860

DOL · 2026-07-15

Plan features

code 2J2E2F2K2G3D2T

DOL · 2026-07-15

Plan type

Single-employer plan

DOL · 2026-07-15

Business code (NAICS)

624200

DOL · 2026-07-15

Benefit plan 501, 2024 filing

UNITED PLANNING ORGANIZATION HEALTH AND WELFARE PLAN

DOL · 2025-07-23

From DOL Form 5500 filings (EFAST2) · IRS Exempt Organizations Business Master File. Latest record 2026-09.

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