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Updated 3/23/2025 3:21:10 AM

Special Needs Planning Institute, Inc.

Special Needs Planning Institute, Inc. is a Nonprofit Corporation located in Cave Creek, AZ. Established on December 11, 2017, this corporation is officially registered under the document number 22416614 with the Arisona Corporation Commission. It currently holds an active status.

The primary address of the corporation is 4121 E Palo Brea Lane, Cave Creek, AZ 85331, which serves as the corporation's central base for business operations and communication.

The corporation is led by a dedicated team: Barton Stevens from Maricopa County AZ, holding the position of President/CEO; Barton Y Stevens from Maricopa County AZ, serving as the Director; David Itzkowitz from Maricopa County AZ, serving as the Director; Tara Boedigheimer from Maricopa County AZ, serving as the Director, ensuring strong leadership. To maintain legal compliance, the corporation has appointed Barton Y Stevens as its official registered agent, located at the same address as the corporation.

As of the latest update, Special Needs Planning Institute, Inc. filed its last annual reports on November 11, 2024

Filing information

Company Name Special Needs Planning Institute, Inc.
Entity type Nonprofit Corporation
Governing Agency Arisona Corporation Commission
Document Number 22416614
Date Filed December 11, 2017
Company Age 7 years 10 months
State AZ
Status Active
Reason for Status In Good Standing
Status Date 06/08/2021
Approval Date 01/18/2018
Original Incorporation Date 12/11/2017
Domicile State Arizona
Business Type Educational Services
Life Period Perpetual
Last Annual Report Filed 2024
Annual Report Due Date 12/11/2025

The data on Special Needs Planning Institute, Inc. was extracted from the Arizona Corporation Commission (https://ecorp.azcc.gov/EntitySearch/Index) as of 3/23/2025.

Contact details

Principal Address

4121 E Palo Brea Lane
Cave Creek, AZ 85331
Attention: Bart Stevens
County: Maricopa
Last Updated: 11/11/2024

Statutory Agent Information

Barton Y Stevens
4121 E Palo Brea Lane
Cave Creek, Az 85331
Agent Last Updated: 11/11/2024
County: Maricopa
Appointed Status: Active

Officer/Director Details

Barton Stevens
President/CEO
4121 E Palo Brea Lane, Cave Creek
Maricopa County, AZ 85331
Barton Y Stevens
Director
4121 E Palo Brea Lane, Cave Creek
Maricopa County, AZ 85331
David Itzkowitz
Director
8036 E Via Costa, Scottsdale
Maricopa County, AZ 85258
Tara Boedigheimer
Director
4121 E Palo Brea Lane, Cave Creek
Maricopa County, AZ 85331

Document History

Document Type
Barcode ID
Date
Status
Document Type 2024 Annual Report
Barcode ID 24111116009365
Filed Date 11/11/2024
Status Approved
Document Type 2023 Annual Report
Barcode ID 23121910073279
Filed Date 12/19/2023
Status Approved
Document Type 2022 Annual Report
Barcode ID 22121318197072
Filed Date 12/13/2022
Status Approved
Document Type 2021 Annual Report
Barcode ID 21111510190100
Filed Date 11/15/2021
Status Approved
Document Type 2020 Annual Report
Barcode ID 21060810309478
Filed Date 6/8/2021
Status Approved
Document Type 2019 Annual Report
Barcode ID 21060810309471
Filed Date 6/8/2021
Status Approved
Document Type Delinquent Annual Report (Day 1)
Barcode ID 21060801217809
Filed Date 6/8/2021
Status Approved
Document Type 2018 Annual Report
Barcode ID 19050111312940
Filed Date 5/1/2019
Status Approved
Document Type Articles of Incorporation - Nonprofit
Barcode ID 06145442
Filed Date 12/11/2017
Status APPROVED

Name / Restructuring History

Effective Date
Barcode ID
Name Type
Name
Effective Date 12/11/2017
Barcode ID
Name Type True Name
Name SPECIAL NEEDS PLANNING INSTITUTE, INC.

Annual Reports

Report Year
Filed Date
Report Year 2018
Filed Date 05/01/2019
Report Year 2020
Filed Date 06/08/2021
Report Year 2019
Filed Date 06/08/2021
Report Year 2024
Filed Date 11/11/2024
Report Year 2021
Filed Date 11/15/2021
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