Mission
Annual Educational Seminar
Small Public Charity
THE CHARITABLE ESTATE PLANNING INSTITUTE
Based in BRENTWOOD, TN, THE CHARITABLE ESTATE PLANNING INSTITUTE operates as a Small Public Charity. The organization reported $97K in revenue, $112K in expenses, $16K in total assets for fiscal year 2025.
EIN: 461828380
BRENTWOOD, TN
Professional Societies & Associations
NTEE: S03
Latest filing: 2025
Total Revenue$97K
Total Expenses$112K
Total Assets$16K
Grant Records0
Filing Years2022–2025
Officers & Directors
Dean Director
Charles Slamar
President Director Treasurer
Jeremy Pharr
Director
Johni Hays
Chairman Director
R Edward Thompson
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $97K | $112K | $16K |
| 2024 | $102K | $76K | $32K |
| 2023 | $75K | $71K | $4K |
| 2022 | $77K | $67K | $10K |
Between 2022 and 2025, reported annual revenue grew from $77K to $97K (+26%), with total assets most recently reported at $16K.
Interactive year-over-year charts and full filing details available with membership.