Mission
Purposeful Planning Institute is a nonprofit learning center and professional networking and collaboration platform for advisors and consultants serving families of wealth and families in business. (CONT ON SCH O)
Public Charity
THE PURPOSEFUL PLANNING INSTITUTE
Based in DENVER, CO, THE PURPOSEFUL PLANNING INSTITUTE operates as a Public Charity. The organization reported $687K in revenue, $590K in expenses, $213K in total assets for fiscal year 2024.
EIN: 934611206
DENVER, CO
Professional Societies & Associations
NTEE: T03
Latest filing: 2024
Total Revenue$687K
Total Expenses$590K
Total Assets$213K
Grants Given0
Filing Years2024
Officers & Directors
TREASURER
Bradley Fisher
VICE-CHAIR
Cathy Carroll
BOARD MEMBER
John A Warnick
Past CHAIR (TO 09/2024)
Josh Patrick
BOARD CHAIR
Judi Cunningham
EXECutive DIRector/SECRETARY
Julie Dorosz
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $687K | $590K | $213K |
Interactive year-over-year charts and full filing details available with membership.